Swp Financial LLC Portfolio Holdings
Swp Financial LLC
- $166 Billion
- Q4 2024
Swp Financial LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $166 Billion distributed in 67 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 $22.6B, Vanguard Growth ETF with a value of $14.3B, Ishares Core Total Usd Bond Ma with a value of $14.1B, Vanguard Value ETF with a value of $11.4B, and Apple Inc. with a value of $10.4B.
Examining the 13F form we can see an increase of $1.9B in the current position value, from $164B to 166B.
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.
Portfolio value
$166 Billion
ETFs: $137 Billion
Technology: $12.7 Billion
Communication Services: $1.45 Billion
Utilities: $1.34 Billion
Healthcare: $1.28 Billion
Financial Services: $1.1 Billion
Industrials: $811 Million
Consumer Cyclical: $590 Million
Other: $283 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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