Swp Financial LLC Sells in Q1 2025

Swp Financial LLC

  • $164 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-771
- 2.01%
$554.06 - $615.85 $427K - $475K
37.5K $21.1B
EFG
Msci Eafe Growth ETF

ETFs
-14.6K
- 43.45%
$96.1 - $106.37 $1.4M - $1.55M
19K $1.9B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-31.7K
- 23.28%
$44.68 - $46.49 $1.42M - $1.48M
105K $4.84B
AAPL
Apple Inc.

Technology
-381
- 0.92%
$209.68 - $247.1 $79.9K - $94.1K
41.2K $9.15B
EFV
Msci Eafe Value ETF

ETFs
-21.2K
- 35.45%
$51.88 - $60.73 $1.1M - $1.29M
38.7K $2.28B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-13.9K
- 40.92%
$54.25 - $57.64 $755K - $802K
20.1K $1.11B
IVW
Ishares S&P 500 Growth ETF

ETFs
-125
- 0.34%
$92.45 - $106.69 $11.6K - $13.3K
36.7K $3.4B
VB
Vanguard Small Cap ETF

ETFs
-300
- 2.89%
$217.89 - $252.64 $65.4K - $75.8K
10.1K $2.23B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-493
- 2.72%
$102.49 - $119.96 $50.5K - $59.1K
17.7K $1.85B
VV
Vanguard Large Cap ETF

ETFs
-187
- 1.32%
$253.32 - $282.66 $47.4K - $52.9K
13.9K $3.58B
VO
Vanguard Mid Cap ETF

ETFs
-264
- 2.68%
$251.87 - $277.95 $66.5K - $73.4K
9.6K $2.48B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-167
- 25.54%
$507.05 - $563.67 $84.7K - $94.1K
487 $250M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-2.24K
- 12.77%
$50.82 - $52.7 $114K - $118K
15.3K $802M
HYG
Ishares Tr

ETFs
-1.05K
- 24.56%
$78.51 - $80.11 $82.5K - $84.2K
3.23K $255M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-846
- 22.95%
$95.85 - $99.25 $81.1K - $84K
2.84K $281M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.48K
- 9.7%
$51.52 - $52.37 $76K - $77.2K
13.7K $719M
AOA
Ishares Tr Core Aggressive All

ETFs
-787
- 15.92%
$75.7 - $80.01 $59.6K - $63K
4.16K $318M
MSFT
Microsoft Corp

Technology
-52
- 6.3%
$375.39 - $447.2 $19.5K - $23.3K
773 $290M
VTI
Vanguard Total Stock Market Et

ETFs
-67
- 5.66%
$271.18 - $303.12 $18.2K - $20.3K
1.12K $307M
VT
Vanguard Total World Stk Index

ETFs
-170
- 2.24%
$115.08 - $123.97 $19.6K - $21.1K
7.41K $859M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-46
- 1.65%
$113.22 - $126.36 $5.21K - $5.81K
2.74K $315M
QCOM
Qualcomm Inc

Technology
-70
- 1.45%
$151.94 - $175.86 $10.6K - $12.3K
4.76K $731M
JPM
Jpmorgan Chase & CO

Financial Services
-52
- 4.91%
$225.19 - $279.95 $11.7K - $14.6K
1.01K $247M
GD
General Dynamics Corp

Industrials
-40
- 4.21%
$241.94 - $272.58 $9.68K - $10.9K
909 $248M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.64K
- 1.48%
$44.72 - $46.25 $207K - $214K
308K $14.2B
IEFA
Ishares Tr

ETFs
-1.05K
- 3.2%
$69.57 - $78.65 $73.2K - $82.7K
31.8K $2.41B
VEU
Vanguard Ftse All World Ex Us

ETFs
-121
- 0.29%
$56.51 - $62.98 $6.84K - $7.62K
41.2K $2.5B
Activity Summary
Buys All Purchases 22 New Holdings 6 Increased Positions 16 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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