Swp Financial LLC Reduced Holdings in Q2 2025

Swp Financial LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-43.5K
- 14.11%
$45.12 - $46.23 $1.96M - $2.01M
265K $12.2B
IVV
Ishares Core S&P 500 ETF

ETFs
-6.72K
- 17.9%
$498.8 - $620.9 $3.35M - $4.17M
30.8K $19.1B
Blackrock ETF Trust Ii
-24.2K
- 19.18%
N/A
102K $5.15B
VUG
Vanguard Growth ETF

ETFs
-7.65K
- 20.12%
$329.49 - $438.4 $2.52M - $3.35M
30.4K $13.3B
ICVT
Ishares Tr Convertible Bond Et

ETFs
-8.79K
- 46.03%
$78.98 - $90.1 $694K - $792K
10.3K $928M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-11.3K
- 21.63%
$22.4 - $23.8 $252K - $268K
40.8K $971M
IAU
Ishares Gold Trust

ETFs
-2.56K
- 10.56%
$56.1 - $64.74 $144K - $166K
21.7K $1.35B
IYW
Ishares Dj Us Tech ETF

ETFs
-3.69K
- 20.81%
$122.57 - $173.27 $452K - $640K
14K $2.43B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-122
- 25.05%
$456.74 - $568.03 $55.7K - $69.3K
365 $207M
WPC
W. P. Carey Inc.

Real Estate
-116
- 3.34%
$56.12 - $64.53 $6.51K - $7.49K
3.35K $209M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-27
- 0.85%
$82.21 - $83.12 $2.22K - $2.24K
3.14K $260M
HYG
Ishares Tr

ETFs
-45
- 1.39%
$75.75 - $80.65 $3.41K - $3.63K
3.18K $257M
IVE
Ishares S&P 500 Value ETF

ETFs
-268
- 2.09%
$168.34 - $195.42 $45.1K - $52.4K
12.5K $2.45B
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-130
- 4.75%
$101.97 - $126.75 $13.3K - $16.5K
2.61K $331M
VTI
Vanguard Total Stock Market Et

ETFs
-8
- 0.72%
$243.75 - $303.93 $1.95K - $2.43K
1.11K $337M
VT
Vanguard Total World Stk Index

ETFs
-52
- 0.7%
$103.16 - $128.52 $5.36K - $6.68K
7.36K $946M
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.24K
- 5.45%
$54.19 - $67.22 $121K - $151K
38.9K $2.62B
VB
Vanguard Small Cap ETF

ETFs
-94
- 0.93%
$193.73 - $237.37 $18.2K - $22.3K
9.97K $2.36B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-136
- 0.31%
$51.16 - $62.02 $6.96K - $8.43K
44.3K $2.75B
VO
Vanguard Mid Cap ETF

ETFs
-92
- 0.96%
$228.54 - $279.83 $21K - $25.7K
9.51K $2.66B
EFG
Msci Eafe Growth ETF

ETFs
-258
- 1.36%
$89.8 - $112.0 $23.2K - $28.9K
18.7K $2.1B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-266
- 2.82%
$180.84 - $240.32 $48.1K - $63.9K
9.17K $2.2B
VV
Vanguard Large Cap ETF

ETFs
-1
- 0.01%
$228.25 - $285.3 $228 - $285
13.9K $3.98B
Activity Summary
Buys All Purchases 32 New Holdings 14 Increased Positions 18 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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