Swmg, LLC Purchases in Q2 2025

Swmg, LLC

  • $279 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
488
+ 3.05%
$74.88 - $91.97 $36.5K - $44.9K
16.5K $1.52M
AMCR
Amcor PLC

Consumer Cyclical
16.9K
New
$8.57 - $9.81 $144K - $165K
16.9K $154K
SYK
Stryker Corp

Healthcare
262
+ 13.46%
$337.37 - $395.63 $88.4K - $104K
2.21K $873K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.27K
+ 6.62%
$39.89 - $49.46 $50.5K - $62.6K
20.4K $1.01M
VOX
Vanguard Communication Service

ETFs
479
+ 24.51%
$133.12 - $171.03 $63.8K - $81.9K
2.43K $416K
BR
Broadridge Financial Solutions, Inc.

Technology
500
+ 16.02%
$217.22 - $246.25 $109K - $123K
3.62K $880K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.18K
+ 9.5%
$51.16 - $62.02 $60.5K - $73.4K
13.6K $845K
TSLA
Tesla, Inc.

Consumer Cyclical
6
+ 0.32%
$221.86 - $362.89 $1.33K - $2.18K
1.89K $600K
ROL
Rollins Inc

Consumer Cyclical
1.41K
+ 13.65%
$50.65 - $58.58 $71.6K - $82.8K
11.8K $663K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
242
+ 16.42%
$139.8 - $197.22 $33.8K - $47.7K
1.72K $338K
XLY
Select Sector Spdr Consumer Di

ETFs
273
+ 15.07%
$176.34 - $218.59 $48.1K - $59.7K
2.08K $452K
ABC
Amerisourcebergen Corp

Healthcare
512
+ 13.12%
N/A
4.41K $817K
FLGB
Franklin Templeton ETF Tr

ETFs
2.6K
+ 35.32%
$25.34 - $31.3 $65.8K - $81.3K
9.95K $304K
TJX
Tjx Companies Inc

Consumer Cyclical
659
+ 13.8%
$119.13 - $135.03 $78.5K - $89K
5.44K $671K
XLC
Select Sector Spdr Tr Communic

ETFs
317
+ 7.45%
$86.13 - $108.53 $27.3K - $34.4K
4.57K $496K
ACN
Accenture PLC

Technology
358
+ 19.25%
$279.23 - $323.21 $100K - $116K
2.22K $662K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
955
+ 15.11%
N/A
7.28K $624K
XLF
Financial Sector Spdr

ETFs
743
+ 5.15%
$43.92 - $52.37 $32.6K - $38.9K
15.2K $794K
SHW
Sherwin Williams CO

Basic Materials
248
+ 13.6%
$313.51 - $363.51 $77.8K - $90.2K
2.07K $711K
CLH
Clean Harbors Inc

Industrials
148
+ 13.95%
$182.1 - $233.5 $27K - $34.6K
1.21K $279K
MUB
Ishares National Muni Bond ETF

ETFs
695
+ 16.5%
$102.31 - $105.8 $71.1K - $73.5K
4.91K $512K
XLI
Industrial Sector Spdr

ETFs
217
+ 10.37%
$116.42 - $147.52 $25.3K - $32K
2.31K $340K
IFRA
Ishares Tr

ETFs
55
+ 0.38%
$40.97 - $49.19 $2.25K - $2.71K
14.5K $713K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
946
+ 2.27%
$43.65 - $45.44 $41.3K - $43K
42.6K $1.93M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
108
+ 0.8%
$41.22 - $48.01 $4.45K - $5.19K
13.6K $653K
LLY
Eli Lilly & CO

Healthcare
123
+ 12.63%
$713.71 - $898.95 $87.8K - $111K
1.1K $855K
PNFP
Pinnacle Financial Partners Inc

Financial Services
320
+ 13.87%
$87.19 - $111.51 $27.9K - $35.7K
2.63K $290K
ZTS
Zoetis Inc.

Healthcare
305
+ 19.32%
$144.41 - $170.3 $44K - $51.9K
1.88K $293K
TSCO
Tractor Supply CO

Consumer Cyclical
910
+ 10.6%
$47.86 - $55.77 $43.6K - $50.8K
9.49K $500K
XLV
Select Sector Spdr Fund Health

ETFs
364
+ 12.08%
$128.77 - $144.3 $46.9K - $52.5K
3.38K $455K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
364
+ 13.55%
$212.1 - $244.27 $77.2K - $88.9K
3.05K $666K
USTB
Victory Portfolios Ii Victorys

ETFs
57
+ 0.37%
$50.21 - $50.82 $2.86K - $2.9K
15.4K $781K
Blackrock ETF Trust
171K
New
N/A
171K $0
Managed Portfolio Series
543
+ 3.05%
N/A
18.4K $0
Blackrock ETF Trust
87.8K
New
N/A
87.8K $0
Global X Fds
3.64K
New
N/A
3.64K $0
Activity Summary
Buys All Purchases 87 New Holdings 28 Increased Positions 59 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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