Swp Financial LLC Portfolio Holdings
Swp Financial LLC
- $164 Billion
- Q3 2024
Swp Financial LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $164 Billion distributed in 55 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 $17.4B, Vanguard Value ETF with a value of $15B, Ishares Trust Ishares 1 5 Year with a value of $11.6B, Vanguard Growth ETF with a value of $11.4B, and Ishares Tr with a value of $11.1B.
Examining the 13F form we can see an increase of $12.5B in the current position value, from $151B 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: $145 Billion
Technology: $12.2 Billion
Communication Services: $1.33 Billion
Utilities: $1.28 Billion
Healthcare: $971 Million
Industrials: $951 Million
Financial Services: $789 Million
Consumer Cyclical: $433 Million
Other: $593 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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