Swan Capital LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $184 Billion distributed in 308 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Lg Trm Corp Bd ETF with a value of $15B, Vanguard Whitehall Fds Intl Hi with a value of $14.6B, Vanguard Russell 1000 Growth E with a value of $12.5B, Vanguard Specialized Funds Van with a value of $11.9B, and Vanguard Information Technolog with a value of $11.8B.
Examining the 13F form we can see an increase of $7.71B in the current position value, from $176B to 184B.
Swan Capital LLC is based out at Pensacola, FL
Below you can find more details about Swan Capital LLC portfolio as well as his latest detailed transactions.
Portfolio value
$184 Billion
ETFs: $161 Billion
Financial Services: $11 Billion
Technology: $4.64 Billion
Utilities: $1.54 Billion
Industrials: $1.07 Billion
Consumer Cyclical: $1.04 Billion
Healthcare: $974 Million
Communication Services: $839 Million
Other: $918 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
