Swp Financial LLC Purchases and Sells in Q1 2025

Swp Financial LLC

$164 Billion
Q1 2025

Top Buys

Incresed Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	8.61K + 12.8%	$167.73 - $179.21 $1.44M - $1.54M	75.8K $13.1B
QUAL	9.74K + 23.31%	$168.16 - $186.21 $1.64M - $1.81M	51.5K $8.8B
IAU	11.1K + 84.05%	$49.74 - $58.96 $551K - $653K	24.3K $1.43B
VWO	10.4K + 34.97%	$42.5 - $46.71 $444K - $488K	40.3K $1.82B
EMB	4.22K + 35.37%	$88.64 - $92.03 $374K - $389K	16.2K $1.46B
BLACKROCK ETF TRUST II	1.95K + 1.57%	N/A	126K $6.36B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLH	35.2K New	$97.25 - $104.79 $3.42M - $3.69M	35.2K $3.65B
OEF	6.75K New	N/A	6.75K $1.83B
HEFA	16.2K New	$34.83 - $37.52 $564K - $608K	16.2K $588M
SHY	3.17K New	$81.83 - $82.73 $259K - $262K	3.17K $262M
WPC	3.47K New	$53.5 - $65.05 $186K - $226K	3.47K $219M
EAGG	4.6K New	$45.92 - $47.58 $211K - $219K	4.6K $219M

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-771 - 2.01%	$554.06 - $615.85 $427K - $475K	37.5K $21.1B
EFG	-14.6K - 43.45%	$96.1 - $106.37 $1.4M - $1.55M	19K $1.9B
VMBS	-31.7K - 23.28%	$44.68 - $46.49 $1.42M - $1.48M	105K $4.84B
AAPL	-381 - 0.92%	$209.68 - $247.1 $79.9K - $94.1K	41.2K $9.15B
EFV	-21.2K - 35.45%	$51.88 - $60.73 $1.1M - $1.29M	38.7K $2.28B
EMXC	-13.9K - 40.92%	$54.25 - $57.64 $755K - $802K	20.1K $1.11B

Activity Summary All Purchases 22 New Holdings 6 Increased Positions 16 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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