Swp Financial LLC Purchases in Q3 2024

Swp Financial LLC

  • $164 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
46.1K
New
$162.64 - $179.3 $7.5M - $8.27M
46.1K $8.27B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
222K
New
$23.04 - $24.06 $5.12M - $5.35M
222K $5.34B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
84.2K
+ 61.89%
$51.02 - $52.74 $4.3M - $4.44M
220K $11.6B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
31.8K
+ 25.84%
$57.32 - $62.65 $1.82M - $1.99M
155K $9.65B
IEFA
Ishares Tr

ETFs
4.67K
+ 3.39%
$70.09 - $78.74 $327K - $367K
142K $11.1B
AAPL
Apple Inc.

Technology
94
+ 0.22%
$207.23 - $234.82 $19.5K - $22.1K
42.2K $9.82B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.42K
+ 9.09%
$76.38 - $78.87 $491K - $507K
77.1K $6.06B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.62K
New
$41.9 - $48.26 $193K - $223K
4.62K $221M
TSLA
Tesla, Inc.

Consumer Cyclical
829
New
$191.76 - $263.26 $159K - $218K
829 $217M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.73K
New
$111.9 - $124.28 $193K - $215K
1.73K $214M
VEU
Vanguard Ftse All World Ex Us

ETFs
407
+ 1.0%
$56.47 - $63.69 $23K - $25.9K
41.3K $2.6B
IVW
Ishares S&P 500 Growth ETF

ETFs
284
+ 0.77%
$84.77 - $97.13 $24.1K - $27.6K
37.3K $3.57B
TTEK
Tetra Tech Inc

Industrials
11.3K
+ 400.0%
$45.59 - $237.74 $513K - $2.68M
14.1K $664M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
53
+ 4.51%
$405.19 - $478.57 $21.5K - $25.4K
1.23K $565M
COST
Costco Wholesale Corp

Consumer Defensive
35
+ 10.26%
$801.83 - $917.05 $28.1K - $32.1K
376 $333M
JPM
Jpmorgan Chase & CO

Financial Services
29
+ 2.82%
$194.9 - $224.8 $5.65K - $6.52K
1.06K $223M
MSFT
Microsoft Corp

Technology
43
+ 5.5%
$395.15 - $467.56 $17K - $20.1K
825 $355M
NVDA
Nvidia Corp

Technology
77
+ 3.87%
$98.91 - $134.91 $7.62K - $10.4K
2.07K $251M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.07%
$148.65 - $191.18 $149 - $191
1.44K $238M
QCOM
Qualcomm Inc

Technology
48
+ 1.0%
$156.12 - $209.64 $7.49K - $10.1K
4.83K $822M
Activity Summary
Buys All Purchases 21 New Holdings 5 Increased Positions 16 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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