Swmg, LLC Purchases in Q1 2025

Swmg, LLC

  • $249 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
171K
+ 136.45%
$44.72 - $46.25 $7.66M - $7.92M
297K $13.7M
SPSB
Spdr Portfolio Short Term Corp

ETFs
185K
+ 47.56%
$29.82 - $30.1 $5.51M - $5.56M
573K $17.3M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
36.5K
+ 618.72%
$97.25 - $104.79 $3.55M - $3.82M
42.4K $4.39M
OEF
Ishares S&P 100 ETF

ETFs
10.2K
New
N/A
10.2K $2.71M
IVE
Ishares S&P 500 Value ETF

ETFs
12.8K
+ 42.85%
$185.78 - $198.58 $2.38M - $2.55M
42.8K $8.15M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
25.7K
New
$91.45 - $91.75 $2.35M - $2.36M
25.7K $2.36M
SHV
Ishares Tr

ETFs
18.4K
New
$110.11 - $110.51 $2.03M - $2.03M
18.4K $2.03M
MBB
Ishares Tr

ETFs
18.7K
+ 50.82%
$90.37 - $94.08 $1.69M - $1.76M
55.5K $5.2M
IEMG
Ishares Inc

ETFs
33.7K
+ 44.68%
N/A
109K $5.86M
BND
Vanguard Bd Index Fd Inc Total

ETFs
22.6K
+ 288.35%
$71.17 - $73.66 $1.61M - $1.67M
30.5K $2.24M
HEFA
Ishares Currency Hedged Msci E

ETFs
40K
New
$34.83 - $37.52 $1.39M - $1.5M
40K $1.45M
IWR
Ishares Russell Mid Cap ETF

ETFs
16K
New
$82.81 - $92.93 $1.32M - $1.49M
16K $1.36M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
53.8K
+ 109.57%
$21.23 - $22.14 $1.14M - $1.19M
103K $2.27M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
40.2K
+ 28.71%
$22.25 - $23.0 $894K - $924K
180K $4.14M
IEFA
Ishares Tr

ETFs
6.29K
+ 8.48%
$69.57 - $78.65 $437K - $494K
80.4K $6.08M
SPTS
Spdr Portfolio Short Term Trea

ETFs
27.3K
New
$28.92 - $29.24 $790K - $798K
27.3K $798K
SCHO
Schwab Short Term Us Treasury

ETFs
28.7K
New
$24.1 - $24.34 $692K - $699K
28.7K $698K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
5.47K
+ 278.64%
$114.57 - $118.14 $626K - $646K
7.43K $877K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
13.5K
+ 48.06%
$43.76 - $45.31 $591K - $612K
41.6K $1.87M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.95K
+ 9.98%
$168.16 - $186.21 $1M - $1.11M
65.6K $11.2M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
26.6K
New
$21.16 - $21.77 $562K - $578K
26.6K $578K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13.6K
+ 67.26%
$33.84 - $37.77 $460K - $514K
33.8K $1.23M
T
At&T Inc.

Communication Services
17.1K
New
$21.56 - $28.28 $369K - $484K
17.1K $484K
NVDA
Nvidia Corp

Technology
4.26K
New
$106.98 - $149.43 $456K - $636K
4.26K $461K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
5.4K
New
$78.12 - $83.7 $422K - $452K
5.4K $435K
EMB
Ishares Tr

ETFs
4.52K
+ 100.29%
$88.64 - $92.03 $401K - $416K
9.03K $818K
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
3.67K
New
$96.74 - $101.36 $355K - $372K
3.67K $368K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.31K
+ 127.07%
$40.03 - $46.81 $373K - $436K
16.6K $678K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.68K
+ 89.29%
$49.78 - $53.19 $332K - $355K
14.2K $722K
TT
Trane Technologies PLC

Industrials
900
New
$332.0 - $400.86 $299K - $361K
900 $303K
ROL
Rollins Inc

Consumer Cyclical
4.61K
+ 80.17%
$45.65 - $54.03 $210K - $249K
10.3K $559K
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.44K
New
$83.18 - $89.27 $286K - $307K
3.44K $287K
AMD
Advanced Micro Devices Inc

Technology
2.52K
New
$96.63 - $129.55 $244K - $326K
2.52K $258K
GVI
Ishares Tr

ETFs
2.34K
New
$103.49 - $106.02 $243K - $249K
2.34K $248K
PNFP
Pinnacle Financial Partners Inc

Financial Services
2.31K
New
$99.42 - $126.15 $229K - $291K
2.31K $244K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.47K
New
$161.27 - $192.3 $238K - $283K
1.47K $237K
CLH
Clean Harbors Inc

Industrials
1.06K
New
$188.14 - $246.1 $200K - $261K
1.06K $209K
VGIT
Vanguard Intermediate Term Tre

ETFs
3.37K
+ 85.92%
$57.44 - $59.4 $193K - $200K
7.29K $432K
XLP
Consumer Staples Sector Spdr

ETFs
1.87K
+ 32.37%
N/A
7.65K $581K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.32K
+ 26.35%
N/A
6.32K $542K
IBM
International Business Machines Corp

Technology
169
+ 13.47%
$217.4 - $264.74 $36.7K - $44.7K
1.42K $354K
BALT
Innovator Etfs Tr
1.91K
+ 7.67%
$31.31 - $31.89 $59.7K - $60.8K
26.8K $839K
VCIT
Vanguard Intermediate Term Cor

ETFs
532
+ 17.41%
$79.17 - $82.04 $42.1K - $43.6K
3.59K $293K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
65
+ 0.38%
$22.46 - $23.26 $1.46K - $1.51K
17K $393K
Vanguard Malvern Fds
12.2K
New
N/A
12.2K $0
SPYG
Spdr Portfolio

ETFs
484
+ 9.33%
$80.05 - $92.39 $38.7K - $44.7K
5.67K $456K
Blackrock ETF Trust Ii
35.5K
+ 349.87%
N/A
45.6K $0
SPY
Spdr S&P 500 ETF Trust

ETFs
26
+ 2.37%
$551.42 - $612.93 $14.3K - $15.9K
1.12K $627K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
35
+ 0.83%
$51.45 - $58.51 $1.8K - $2.05K
4.27K $220K
Activity Summary
Buys All Purchases 54 New Holdings 20 Increased Positions 34 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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