Swp Financial LLC Portfolio Holdings
Swp Financial LLC
- $164 Billion
- Q1 2025
Swp Financial LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $164 Billion distributed in 63 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $21.1B, Ishares Core Total Usd Bond Ma with a value of $14.2B, Vanguard Growth ETF with a value of $14.1B, Vanguard Value ETF with a value of $13.1B, and Apple Inc. with a value of $9.15B.
Examining the 13F form we can see an decrease of $2.06B in the current position value, from $166B to 164B.
Swp Financial LLC is based out at San Diego, CA
Below you can find more details about Swp Financial LLC portfolio as well as his latest detailed transactions.
Portfolio value
$164 Billion
ETFs: $137 Billion
Technology: $11 Billion
Healthcare: $1.4 Billion
Financial Services: $1.24 Billion
Communication Services: $1.18 Billion
Utilities: $1.09 Billion
Industrials: $659 Million
Consumer Defensive: $292 Million
Other: $219 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|