Swmg, LLC Sells in Q1 2025

Swmg, LLC

  • $249 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-6.48K
- 6.81%
$554.06 - $615.85 $3.59M - $3.99M
88.6K $49.8M
EFG
Msci Eafe Growth ETF

ETFs
-46.8K
- 52.05%
$96.1 - $106.37 $4.49M - $4.97M
43.1K $4.31M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-39.2K
- 79.52%
$64.88 - $72.1 $2.54M - $2.82M
10.1K $663K
EFV
Msci Eafe Value ETF

ETFs
-65.1K
- 37.2%
$51.88 - $60.73 $3.37M - $3.95M
110K $6.47M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-22.8K
- 76.96%
$102.49 - $119.96 $2.34M - $2.73M
6.82K $713K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-19.3K
- 74.97%
$100.32 - $100.76 $1.94M - $1.95M
6.46K $649K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-23.6K
- 27.78%
$54.25 - $57.64 $1.28M - $1.36M
61.3K $3.38M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-25.7K
- 68.84%
$50.39 - $50.66 $1.29M - $1.3M
11.6K $588K
IVW
Ishares S&P 500 Growth ETF

ETFs
-224
- 0.18%
$92.45 - $106.69 $20.7K - $23.9K
127K $11.8M
IFRA
Ishares Tr

ETFs
-23K
- 61.42%
$44.8 - $49.25 $1.03M - $1.13M
14.5K $651K
HYBB
Ishares Tr Bb Rated Corporate

ETFs
-13.6K
- 54.35%
$45.88 - $46.8 $625K - $637K
11.4K $528K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-12.5K
- 44.43%
$50.24 - $50.57 $627K - $631K
15.6K $788K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-524
- 0.27%
$48.06 - $53.73 $25.2K - $28.2K
196K $9.56M
GLDM
World Gold Trust

ETFs
-9.55K
- 53.28%
$52.19 - $61.89 $499K - $591K
8.38K $518K
XLK
Technology Sector Spdr

ETFs
-808
- 12.16%
$206.38 - $242.18 $167K - $196K
5.84K $1.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.92K
- 41.29%
$85.29 - $92.57 $334K - $362K
5.57K $506K
TSLA
Tesla, Inc.

Consumer Cyclical
-106
- 5.33%
$222.15 - $428.22 $23.5K - $45.4K
1.88K $488K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-1.01K
- 6.79%
$196.12 - $229.48 $198K - $232K
13.9K $2.81M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-6.2K
- 24.51%
$42.5 - $46.71 $264K - $290K
19.1K $864K
LMT
Lockheed Martin Corp

Industrials
-147
- 3.47%
$423.19 - $506.29 $62.2K - $74.4K
4.1K $1.83M
MUB
Ishares National Muni Bond ETF

ETFs
-1.73K
- 29.1%
$104.71 - $107.69 $181K - $186K
4.21K $444K
ETN
Eaton Corp PLC

Industrials
-23
- 0.96%
$271.83 - $371.23 $6.25K - $8.54K
2.37K $645K
XLY
Select Sector Spdr Consumer Di

ETFs
-382
- 17.42%
$192.6 - $233.2 $73.6K - $89.1K
1.81K $357K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-3.02K
- 34.54%
$36.63 - $37.45 $111K - $113K
5.72K $210K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-816
- 6.15%
$57.21 - $65.8 $46.7K - $53.7K
12.5K $726K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-864
- 13.29%
$75.47 - $84.24 $65.2K - $72.8K
5.64K $434K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-3.31K
- 9.46%
$23.87 - $24.35 $79K - $80.6K
31.7K $759K
ACN
Accenture PLC

Technology
-15
- 0.8%
$300.91 - $398.25 $4.51K - $5.97K
1.86K $580K
SUB
Ishares Short Term National Mu

ETFs
-674
- 10.01%
$105.3 - $106.24 $71K - $71.6K
6.06K $639K
XLI
Industrial Sector Spdr

ETFs
-493
- 19.06%
$128.78 - $141.67 $63.5K - $69.8K
2.09K $274K
VOX
Vanguard Communication Service

ETFs
-325
- 14.26%
$147.73 - $169.24 $48K - $55K
1.95K $289K
XLC
Select Sector Spdr Tr Communic

ETFs
-573
- 11.87%
$94.84 - $105.31 $54.3K - $60.3K
4.26K $410K
TJX
Tjx Companies Inc

Consumer Cyclical
-512
- 9.68%
$112.81 - $126.16 $57.8K - $64.6K
4.78K $581K
SYK
Stryker Corp

Healthcare
-211
- 9.78%
$355.18 - $399.9 $74.9K - $84.4K
1.95K $724K
FLGB
Franklin Templeton ETF Tr

ETFs
-2.68K
- 26.73%
$25.73 - $29.17 $69K - $78.3K
7.36K $210K
SHW
Sherwin Williams CO

Basic Materials
-187
- 9.3%
$330.16 - $365.55 $61.7K - $68.4K
1.82K $636K
USTB
Victory Portfolios Ii Victorys

ETFs
-974
- 5.98%
$50.08 - $50.71 $48.8K - $49.4K
15.3K $775K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-625
- 12.91%
$49.25 - $50.66 $30.8K - $31.7K
4.22K $209K
XLF
Financial Sector Spdr

ETFs
-1.14K
- 7.3%
$47.32 - $52.19 $53.8K - $59.3K
14.4K $719K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-38
- 0.28%
$44.11 - $47.04 $1.68K - $1.79K
13.5K $602K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-234
- 2.08%
$49.69 - $50.76 $11.6K - $11.9K
11K $551K
XLV
Select Sector Spdr Fund Health

ETFs
-271
- 8.25%
$137.61 - $149.68 $37.3K - $40.6K
3.01K $439K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-73
- 4.12%
$126.11 - $135.06 $9.21K - $9.86K
1.7K $218K
ABC
Amerisourcebergen Corp

Healthcare
-35
- 0.89%
N/A
3.9K $722K
IXUS
Ishares Tr

ETFs
-6.22K
- 5.32%
$65.06 - $72.31 $405K - $450K
111K $7.73M
Managed Portfolio Series
-29.9K
- 62.67%
N/A
17.8K $0
ZTS
Zoetis Inc.

Healthcare
-14
- 0.88%
$156.48 - $175.67 $2.19K - $2.46K
1.58K $259K
TSCO
Tractor Supply CO

Consumer Cyclical
-44
- 0.51%
$51.66 - $57.94 $2.27K - $2.55K
8.58K $472K
ADP
Automatic Data Processing Inc

Industrials
-24
- 1.07%
$286.85 - $318.64 $6.88K - $7.65K
2.21K $676K
Activity Summary
Buys All Purchases 54 New Holdings 20 Increased Positions 34 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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