Swp Financial LLC Portfolio Holdings
Swp Financial LLC
- $151 Billion
- Q2 2024
Swp Financial LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $151 Billion distributed in 50 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $19.9B, Vanguard Value ETF with a value of $16.2B, Vanguard Growth ETF with a value of $14.1B, Ishares Core Total Usd Bond Ma with a value of $10.3B, and Ishares Tr with a value of $9.99B.
Examining the 13F form we can see an increase of $8.53B in the current position value, from $143B to 151B.
Swp Financial LLC is based out at San Diego, CA
Below you can find more details about Swp Financial LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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