Swmg, LLC New Holdings in Q2 2025

Swmg, LLC

  • $279 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
22.1K
New
$58.08 - $81.05 $1.29M - $1.79M
22.1K $1.53M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.44K
New
$171.4 - $227.1 $933K - $1.24M
5.44K $1.24M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
22.4K
New
$50.09 - $51.09 $1.12M - $1.14M
22.4K $1.14M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
5.08K
New
$53.75 - $67.21 $273K - $342K
5.08K $336K
PAYX
Paychex Inc

Industrials
2.23K
New
$137.01 - $159.78 $306K - $357K
2.23K $324K
FAST
Fastenal CO

Industrials
7.47K
New
$40.65 - $83.16 $304K - $621K
7.47K $313K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.82K
New
$82.51 - $109.2 $233K - $308K
2.82K $307K
KEX
Kirby Corp

Industrials
2.69K
New
$87.32 - $114.99 $235K - $309K
2.69K $305K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
4.48K
New
$52.66 - $64.01 $236K - $287K
4.48K $286K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.07K
New
$104.23 - $134.39 $216K - $278K
2.07K $277K
ORCL
Oracle Corp

Technology
1.18K
New
$122.82 - $218.63 $145K - $258K
1.18K $258K
MCHI
Ishares Msci China ETF

ETFs
4.54K
New
$45.22 - $55.86 $205K - $254K
4.54K $250K
DIS
Walt Disney CO

Communication Services
2K
New
$81.72 - $124.01 $164K - $249K
2K $248K
IAI
Ishares Tr Us Broker Dealers &

ETFs
1.44K
New
$122.04 - $169.14 $176K - $244K
1.44K $243K
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.34K
New
$22.27 - $29.21 $186K - $243K
8.34K $243K
SNEX
Stone X Group Inc.

Financial Services
2.49K
New
$69.59 - $94.15 $173K - $235K
2.49K $227K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.7K
New
$71.28 - $83.74 $193K - $226K
2.7K $226K
AVDV
American Centy ETF Tr Avantis

ETFs
2.78K
New
$61.76 - $79.32 $172K - $220K
2.78K $220K
DY
Dycom Industries Inc

Industrials
896
New
$138.96 - $245.71 $125K - $220K
896 $218K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3.35K
New
$61.03 - $67.59 $204K - $226K
3.35K $214K
ILF
Ishares Latin America 40 ETF

ETFs
8.05K
New
$21.35 - $26.21 $172K - $211K
8.05K $211K
EWY
Ishares Inc Msci South Korea E

ETFs
2.78K
New
$48.92 - $72.65 $136K - $202K
2.78K $199K
AOA
Ishares Tr Core Aggressive All

ETFs
2.39K
New
$69.46 - $83.4 $166K - $199K
2.39K $199K
AMCR
Amcor PLC

Consumer Cyclical
16.9K
New
$8.57 - $9.81 $144K - $165K
16.9K $154K
Blackrock ETF Trust
171K
New
N/A
171K $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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