Swp Financial LLC Purchases in Q4 2025

Swp Financial LLC

  • $199 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
20.8K
+ 25.38%
$182.87 - $189.72 $3.8M - $3.94M
103K $19.6B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
47.3K
+ 58.16%
$52.54 - $55.77 $2.49M - $2.64M
129K $6.92B
FIBR
Ishares U.S. Fixed Income Bala

ETFs
24.6K
New
N/A
24.6K $2.21B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
45.6K
+ 18.4%
$46.57 - $47.16 $2.12M - $2.15M
293K $13.7B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.86K
+ 63.09%
$245.79 - $258.02 $1.44M - $1.51M
15.2K $3.79B
ICVT
Ishares Tr Convertible Bond Et

ETFs
4.71K
+ 35.29%
$98.1 - $103.73 $462K - $489K
18.1K $1.78B
IVE
Ishares S&P 500 Value ETF

ETFs
946
+ 7.25%
$202.52 - $212.07 $192K - $201K
14K $2.97B
IEFA
Ishares Tr

ETFs
2.14K
+ 6.11%
$86.09 - $89.88 $184K - $192K
37.1K $3.32B
EFV
Msci Eafe Value ETF

ETFs
1.55K
+ 7.66%
$66.73 - $70.99 $104K - $110K
21.8K $1.56B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.13K
+ 2.81%
$46.85 - $47.44 $147K - $149K
115K $5.4B
Blackrock ETF Trust
5.72K
+ 5.2%
N/A
116K $3.86B
Blackrock ETF Trust Ii
2.33K
+ 3.05%
N/A
78.5K $4.14B
VO
Vanguard Mid Cap ETF

ETFs
384
+ 3.95%
$286.27 - $296.23 $110K - $114K
10.1K $2.93B
VGT
Vanguard Information Technolog

ETFs
98
+ 32.78%
$736.33 - $801.52 $72.2K - $78.5K
397 $299M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.32K
+ 3.81%
$23.04 - $23.36 $76.4K - $77.5K
90.3K $2.08B
GOOG
Alphabet Inc.

Communication Services
18
+ 2.09%
$237.49 - $291.74 $4.27K - $5.25K
878 $276M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
142
+ 0.83%
$114.27 - $121.15 $16.2K - $17.2K
17.2K $2.07B
EMB
Ishares Tr

ETFs
196
+ 1.16%
$94.63 - $97.03 $18.5K - $19K
17.1K $1.64B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
689
+ 4.03%
$52.76 - $53.18 $36.4K - $36.6K
17.8K $940M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
700
+ 3.78%
$53.68 - $54.54 $37.6K - $38.2K
19.2K $1.03B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
344
+ 10.96%
$82.69 - $83.12 $28.4K - $28.6K
3.48K $288M
WFC
Wells Fargo & Company

Financial Services
29
+ 1.09%
$77.62 - $87.3 $2.25K - $2.53K
2.69K $251M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
218
+ 7.98%
$99.87 - $101.27 $21.8K - $22.1K
2.95K $295M
AMZN
Amazon Com Inc

Consumer Cyclical
27
+ 2.69%
$213.04 - $254.0 $5.75K - $6.86K
1.03K $238M
JPM
Jpmorgan Chase & CO

Financial Services
23
+ 2.28%
$294.11 - $320.41 $6.76K - $7.37K
1.03K $332M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
26
+ 1.89%
$475.68 - $513.11 $12.4K - $13.3K
1.4K $703M
NVDA
Nvidia Corp

Technology
60
+ 3.56%
$179.83 - $207.04 $10.8K - $12.4K
1.75K $326M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1
+ 0.01%
$77.73 - $78.84 $77.7 - $78.8
6.91K $538M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
86
+ 1.98%
$47.89 - $48.53 $4.12K - $4.17K
4.43K $212M
BNDX
Vanguard Total International B

ETFs
1.32K
+ 1.88%
$49.3 - $49.91 $64.9K - $65.7K
71.2K $3.44B
MSFT
Microsoft Corp

Technology
19
+ 2.46%
$496.82 - $542.07 $9.44K - $10.3K
792 $383M
Global X Fds
2.32K
+ 7.36%
N/A
33.8K $2.19B
NFLX
Netflix Inc

Communication Services
3.42K
+ 900.0%
$110.29 - $1241.35 $377K - $4.25M
3.8K $356M
META
Meta Platforms, Inc.

Communication Services
8
+ 0.56%
$609.01 - $751.67 $4.87K - $6.01K
1.45K $954M
Activity Summary
Buys All Purchases 35 New Holdings 1 Increased Positions 34 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Swp Financial LLC Portfolio

Follow Swp Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Swp Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Swp Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email