Swmg, LLC Reduced Holdings in Q2 2025

Swmg, LLC

  • $279 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-141K
- 47.66%
$45.12 - $46.23 $6.38M - $6.54M
155K $7.18M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-55.8K
- 91.04%
$50.08 - $63.14 $2.8M - $3.53M
5.5K $347K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-96.5K
- 16.83%
$29.82 - $30.19 $2.88M - $2.91M
477K $14.4M
MBB
Ishares Tr

ETFs
-25.1K
- 45.23%
$91.41 - $94.22 $2.29M - $2.37M
30.4K $2.85M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-22.5K
- 87.58%
$91.43 - $91.74 $2.06M - $2.07M
3.2K $293K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-16.7K
- 54.94%
$72.02 - $73.82 $1.21M - $1.24M
13.7K $1.01M
IVV
Ishares Core S&P 500 ETF

ETFs
-9.91K
- 11.19%
$498.8 - $620.9 $4.95M - $6.16M
78.7K $48.8M
IAU
Ishares Gold Trust

ETFs
-16.6K
- 49.74%
$56.1 - $64.74 $930K - $1.07M
16.8K $1.04M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-30.9K
- 30.08%
$21.55 - $22.2 $667K - $687K
71.9K $1.59M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-2.97K
- 7.01%
$97.29 - $105.63 $289K - $314K
39.4K $4M
AAPL
Apple Inc.

Technology
-732
- 9.56%
$172.42 - $223.89 $126K - $164K
6.92K $1.42M
T
At&T Inc.

Communication Services
-8.29K
- 48.39%
$26.33 - $28.94 $218K - $240K
8.84K $255K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.8K
- 24.2%
$116.93 - $119.39 $210K - $215K
5.63K $670K
XLP
Consumer Staples Sector Spdr

ETFs
-1.97K
- 25.72%
N/A
5.68K $432K
HYBB
Ishares Tr Bb Rated Corporate

ETFs
-1.83K
- 16.03%
$44.47 - $47.0 $81.6K - $86.2K
9.6K $451K
VCIT
Vanguard Intermediate Term Cor

ETFs
-659
- 18.37%
$79.56 - $82.92 $52.4K - $54.6K
2.93K $242K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-738
- 6.69%
$48.46 - $50.2 $35.8K - $37K
10.3K $510K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.12K
- 6.6%
$22.68 - $23.28 $25.4K - $26.1K
15.9K $368K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-297
- 5.27%
$66.87 - $79.47 $19.9K - $23.6K
5.34K $424K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-50
- 0.16%
$23.36 - $24.11 $1.17K - $1.21K
31.6K $754K
Blackrock ETF Trust Ii
-34.8K
- 76.32%
N/A
10.8K $0
Vanguard Malvern Fds
-8.38K
- 68.66%
N/A
3.83K $0
SUB
Ishares Short Term National Mu

ETFs
-29
- 0.48%
$104.77 - $106.34 $3.04K - $3.08K
6.03K $641K
IBM
International Business Machines Corp

Technology
-152
- 10.67%
$221.03 - $294.78 $33.6K - $44.8K
1.27K $374K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-2
- 0.02%
$39.93 - $46.67 $79.9 - $93.3
8.11K $378K
SPY
Spdr S&P 500 ETF Trust

ETFs
-27
- 2.41%
$496.48 - $617.85 $13.4K - $16.7K
1.1K $676K
LMT
Lockheed Martin Corp

Industrials
-1
- 0.02%
$430.82 - $486.45 $431 - $486
4.09K $1.9M
MSFT
Microsoft Corp

Technology
-180
- 6.22%
$354.56 - $497.45 $63.8K - $89.5K
2.72K $1.35M
IYW
Ishares Dj Us Tech ETF

ETFs
-235
- 0.74%
$122.57 - $173.27 $28.8K - $40.7K
31.4K $5.44M
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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