Swmg, LLC New Holdings in Q3 2024

Swmg, LLC

  • $238 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
13.6K
New
$175.46 - $203.3 $2.39M - $2.77M
13.6K $2.77M
VONG
Vanguard Russell 1000 Growth E

ETFs
15.1K
New
$85.48 - $98.39 $1.29M - $1.49M
15.1K $1.46M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
7.19K
New
$178.94 - $207.0 $1.29M - $1.49M
7.19K $1.44M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
51.2K
New
$21.35 - $22.73 $1.09M - $1.16M
51.2K $1.15M
LLY
Eli Lilly & CO

Healthcare
975
New
$772.14 - $960.02 $753K - $936K
975 $863K
SYK
Stryker Corp

Healthcare
2.24K
New
$315.94 - $371.96 $706K - $831K
2.24K $807K
ETN
Eaton Corp PLC

Industrials
2.4K
New
$272.52 - $333.02 $655K - $800K
2.4K $795K
SHW
Sherwin Williams CO

Basic Materials
2.02K
New
$294.65 - $384.0 $594K - $775K
2.02K $769K
BALT
Innovator Etfs Tr
24.9K
New
$29.76 - $30.83 $740K - $766K
24.9K $766K
ABC
Amerisourcebergen Corp

Healthcare
3.95K
New
N/A
3.95K $731K
ACN
Accenture PLC

Technology
1.89K
New
$295.44 - $355.81 $557K - $671K
1.89K $666K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
15.1K
New
$38.22 - $43.47 $578K - $657K
15.1K $654K
TJX
Tjx Companies Inc

Consumer Cyclical
5.3K
New
$107.93 - $120.23 $572K - $637K
5.3K $622K
ADP
Automatic Data Processing Inc

Industrials
2.24K
New
$233.44 - $279.45 $523K - $627K
2.24K $620K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.72K
New
$210.25 - $231.86 $572K - $630K
2.72K $606K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
6.75K
New
$72.41 - $86.76 $489K - $586K
6.75K $556K
TSLA
Tesla, Inc.

Consumer Cyclical
1.96K
New
$191.76 - $263.26 $376K - $517K
1.96K $513K
TSCO
Tractor Supply CO

Consumer Cyclical
1.72K
New
$251.95 - $290.93 $433K - $500K
1.72K $499K
IAU
Ishares Gold Trust

ETFs
9.94K
New
$44.06 - $50.5 $438K - $502K
9.94K $494K
PEP
Pepsico Inc

Consumer Defensive
2.42K
New
$161.9 - $179.3 $391K - $433K
2.42K $410K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
16.3K
New
$23.04 - $24.06 $375K - $392K
16.3K $391K
MRK
Merck & Co., Inc.

Healthcare
2.8K
New
$111.15 - $128.97 $311K - $360K
2.8K $317K
ROL
Rollins Inc

Consumer Cyclical
5.77K
New
$45.93 - $51.4 $265K - $297K
5.77K $291K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.95K
New
$49.93 - $51.15 $247K - $253K
4.95K $253K
NVDA
Nvidia Corp

Technology
1.97K
New
$98.91 - $134.91 $195K - $266K
1.97K $239K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2K
New
$114.73 - $120.23 $230K - $241K
2K $239K
VGSH
Vanguard

ETFs
3.77K
New
$57.74 - $59.13 $217K - $223K
3.77K $222K
VGIT
Vanguard Intermediate Term Tre

ETFs
3.65K
New
$57.8 - $60.8 $211K - $222K
3.65K $220K
VDC
Vanguard Consumer Staples ETF

ETFs
971
New
$201.77 - $221.32 $196K - $215K
971 $212K
DIS
Walt Disney CO

Communication Services
2.03K
New
$85.6 - $98.61 $174K - $200K
2.03K $195K
VFH
Vanguard Financial ETF

ETFs
1.77K
New
$99.27 - $111.21 $176K - $197K
1.77K $194K
IAI
Ishares Tr Us Broker Dealers &

ETFs
1.43K
New
$115.73 - $128.74 $165K - $184K
1.43K $183K
ILCG
Ishares Morningstar Growth ETF
17.4K
New
N/A
17.4K $0
Activity Summary
Buys All Purchases 76 New Holdings 34 Increased Positions 42 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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