Swan Global Investments, LLC Incresed Positions in Q2 2025

Swan Global Investments, LLC

  • $2.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
69.4K
+ 6.18%
$496.48 - $617.85 $34.5M - $42.9M
1.19M $737M
PSCW
Pacer Fds Tr Swan Sos Conserva

ETFs
761K
+ 59.8%
$23.85 - $26.54 $18.1M - $20.2M
2.03M $54M
PSMR
Pacer Fds Tr Swan Sos Moderate

ETFs
650K
+ 33.5%
$25.34 - $28.43 $16.5M - $18.5M
2.59M $73.6M
AVGO
Broadcom Inc.

Technology
539
+ 24.53%
$146.29 - $275.65 $78.9K - $149K
2.74K $754K
MSFT
Microsoft Corp

Technology
297
+ 21.35%
$354.56 - $497.45 $105K - $148K
1.69K $839K
GOOGL
Alphabet Inc.

Communication Services
816
+ 24.98%
$144.7 - $178.6 $118K - $146K
4.08K $719K
ORCL
Oracle Corp

Technology
360
+ 22.57%
$122.82 - $218.63 $44.2K - $78.7K
1.96K $427K
JPM
Jpmorgan Chase & CO

Financial Services
296
+ 18.58%
$210.28 - $289.91 $62.2K - $85.8K
1.89K $547K
SGOL
Abrdn Gold ETF Trust

ETFs
3K
+ 9.97%
$28.39 - $32.75 $85.2K - $98.3K
33.1K $1.04M
CAT
Caterpillar Inc

Industrials
149
+ 23.99%
$273.94 - $388.21 $40.8K - $57.8K
770 $298K
CSCO
Cisco Systems, Inc.

Technology
725
+ 19.34%
$53.19 - $69.38 $38.6K - $50.3K
4.47K $310K
TLT
Ishares Barclays 20+ Year Trea

ETFs
900
+ 37.5%
$83.97 - $92.85 $75.6K - $83.6K
3.3K $291K
PM
Philip Morris International Inc.

Consumer Defensive
220
+ 16.49%
$149.23 - $184.95 $32.8K - $40.7K
1.55K $283K
LLY
Eli Lilly & CO

Healthcare
117
+ 26.29%
$713.71 - $898.95 $83.5K - $105K
562 $438K
PG
Procter & Gamble CO

Consumer Defensive
549
+ 33.6%
$157.66 - $172.39 $86.6K - $94.6K
2.18K $347K
MA
Mastercard Inc

Financial Services
107
+ 21.88%
$479.92 - $590.74 $51.4K - $63.2K
596 $334K
UNH
Unitedhealth Group Inc

Healthcare
579
+ 101.94%
$274.35 - $599.47 $159K - $347K
1.15K $357K
HD
Home Depot, Inc.

Consumer Cyclical
164
+ 24.77%
$335.24 - $380.78 $55K - $62.4K
826 $302K
KO
Coca Cola CO

Consumer Defensive
705
+ 21.21%
$68.37 - $73.9 $48.2K - $52.1K
4.03K $285K
ABT
Abbott Laboratories

Healthcare
296
+ 16.24%
$123.95 - $138.08 $36.7K - $40.9K
2.12K $288K
VTWO
Vanguard Russell 2000 ETF

ETFs
300
+ 11.64%
$70.56 - $87.22 $21.2K - $26.2K
2.88K $250K
JNJ
Johnson & Johnson

Healthcare
376
+ 21.29%
$146.36 - $159.82 $55K - $60.1K
2.14K $327K
V
Visa Inc.

Financial Services
70
+ 6.32%
$308.27 - $373.31 $21.6K - $26.1K
1.18K $418K
MRK
Merck & Co., Inc.

Healthcare
494
+ 19.39%
$73.47 - $87.12 $36.3K - $43K
3.04K $240K
Ea Series Trust
4.5K
+ 75.0%
N/A
10.5K $0
Activity Summary
Buys All Purchases 38 New Holdings 12 Increased Positions 26 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 1 Puts 9
Track This Portfolio

Track Swan Global Investments, LLC Portfolio

Follow Swan Global Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Swan Global Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Swan Global Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email