SF

SWP FINANCIAL LLC

13F
SWP FINANCIAL LLC
Last update 2025-05-02 63 Stocks (6 new)
Value $164.00 Mil Turnover 9 %
Countries:
Top Holdings: IVV(12.89%)IUSB(8.68%)VUG(8.61%)VTV(8.00%)AAPL(5.59%)
Summary Stock Picks Current Portfolio
SWP FINANCIAL LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IGSB 		iShares 1-3 Year Credit Bond ETF2024-12-31Reduce
-6.59%
●
51.53 ($51.97) 52.54
$52.12
0.29%
Reduce -93.1%
15,204
-205,038
IEFA 		iShares Core MSCI EAFE ETF2024-12-31Reduce
-5.20%
●
69.87 ($73.71) 77.25
$79.89
8.38%
Reduce -76.85%
32,901
-109,242
BIV 		Vanguard Intermediate-Term Bond ETF2024-12-31Sold Out
-4.76%
●
74.5 ($75.99) 78.24
$76.12
0.17%
Sold Out
0
-99,569
IJH 		iShares Core S&P Mid-Cap ETF2024-12-31Reduce
-4.18%
●
61.68 ($64.17) 67.87
$58.63
-8.63%
Reduce -70.94%
44,993
-109,824
DYNF 		iShares U.S. Equity Factor Rotation Active ETF2024-12-31New Buy
+3.88%
●
49.11 ($51.51) 53.35
$49.81
-3.30%
New holding
125,447
125,447
VMBS 		Vanguard Mortgage-Backed Securities ETF2024-12-31New Buy
+3.73%
●
45.17 ($45.96) 47.13
$45.73
-0.50%
New holding
136,330
136,330
BRTR 		Vanguard Core Bond ETF2024-12-31New Buy
+3.70%
●
49.23 ($50.5) 51.96
$49.61
-1.76%
New holding
124,245
124,245
BSV 		Vanguard Short-Term Bond ETF2024-12-31Sold Out
-3.70%
●
77.02 ($77.6) 78.56
$78.15
0.71%
Sold Out
0
-77,055
IUSB 		iShares Core Total USD Bond Market ETF2024-12-31Add
+3.30%
●
45.07 ($45.88) 47.01
$45.60
-0.61%
Add 63.16%
312,820
121,095
IVV 		iShares Core S&P 500 ETF2024-12-31Add
+2.87%
●
570.51 ($592.23) 610.83
$569.34
-3.87%
Add 26.69%
38,319
8,072

SWP FINANCIAL LLC Total Holding History ($B)

To

SWP FINANCIAL LLC's Asset Allocation

To

SWP FINANCIAL LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SWP FINANCIAL LLC's Hypothetical Growth since 2025-03-31

SWP FINANCIAL LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SWP FINANCIAL LLC News

  • 1

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