Swmg, LLC Portfolio Holdings by Sector
Swmg, LLC
- $221 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV IWM IXUS QUAL DYNF SPSB IVW IUSB 85 stocks |
$211,667
95.95% of portfolio
|
  49  
|
  35  
|
  7  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$5,367
2.43% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$2,219
1.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
CION NXP NUV 3 stocks |
$572
0.26% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$273
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T 1 stocks |
$256
0.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$244
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|