Swmg, LLC Incresed Positions in Q2 2025

Swmg, LLC

  • $279 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
133K
+ 120.85%
$52.4 - $64.65 $6.96M - $8.58M
243K $15.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
25.1K
+ 38.28%
$152.42 - $182.82 $3.83M - $4.59M
90.7K $16.6M
IEMG
Ishares Inc

ETFs
96.7K
+ 88.59%
N/A
206K $11M
IVE
Ishares S&P 500 Value ETF

ETFs
22.8K
+ 53.33%
$168.34 - $195.42 $3.84M - $4.46M
65.6K $12.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
15.5K
+ 12.23%
$82.96 - $110.1 $1.29M - $1.71M
142K $15.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
49K
+ 24.96%
$43.53 - $54.46 $2.13M - $2.67M
245K $13.3M
OEF
Ishares S&P 100 ETF

ETFs
10.8K
+ 106.4%
N/A
21K $5.59M
VTI
Vanguard Total Stock Market Et

ETFs
4.52K
+ 19.62%
$243.75 - $303.93 $1.1M - $1.37M
27.5K $8.37M
IXUS
Ishares Tr

ETFs
14.7K
+ 13.28%
$62.37 - $77.63 $917K - $1.14M
125K $9.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
24.9K
+ 247.0%
$58.41 - $72.69 $1.46M - $1.81M
35K $2.55M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4.04K
+ 29.08%
$180.84 - $240.32 $731K - $971K
17.9K $4.31M
IEFA
Ishares Tr

ETFs
3.64K
+ 4.52%
$67.83 - $84.09 $247K - $306K
84K $7.01M
VEA
Vanguard Ftse Developed Market

ETFs
9.31K
+ 17.69%
$45.65 - $57.01 $425K - $531K
61.9K $3.53M
NVDA
Nvidia Corp

Technology
3.03K
+ 71.21%
$94.31 - $157.99 $286K - $479K
7.29K $1.15M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.01K
+ 88.12%
$90.56 - $109.49 $544K - $658K
12.8K $1.4M
SPYG
Spdr Portfolio

ETFs
6.05K
+ 106.59%
$71.83 - $95.32 $434K - $576K
11.7K $1.12M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.68K
+ 22.71%
$32.66 - $40.75 $251K - $313K
41.5K $1.68M
TT
Trane Technologies PLC

Industrials
527
+ 58.56%
$315.21 - $437.41 $166K - $231K
1.43K $624K
ETN
Eaton Corp PLC

Industrials
312
+ 13.15%
$246.52 - $356.99 $76.9K - $111K
2.69K $958K
XLK
Technology Sector Spdr

ETFs
142
+ 2.43%
$179.73 - $253.23 $25.5K - $36K
5.98K $1.51M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3.02K
+ 79.85%
$70.44 - $86.87 $213K - $262K
6.8K $590K
GLDM
World Gold Trust

ETFs
3.34K
+ 39.81%
$58.96 - $67.97 $197K - $227K
11.7K $767K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.5K
+ 27.02%
$35.35 - $42.68 $159K - $192K
21.1K $900K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.31K
+ 23.39%
$45.11 - $52.34 $149K - $173K
17.5K $914K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
2.28K
+ 42.14%
$72.71 - $82.56 $165K - $188K
7.67K $625K
IWR
Ishares Russell Mid Cap ETF

ETFs
488
+ 3.05%
$74.88 - $91.97 $36.5K - $44.9K
16.5K $1.52M
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
ADP
Automatic Data Processing Inc

Industrials
300
+ 13.56%
$276.76 - $326.81 $83K - $98K
2.51K $775K
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
SHW
Sherwin Williams CO

Basic Materials
248
+ 13.6%
$313.51 - $363.51 $77.8K - $90.2K
2.07K $711K
XLF
Financial Sector Spdr

ETFs
743
+ 5.15%
$43.92 - $52.37 $32.6K - $38.9K
15.2K $794K
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
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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