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Home > Institutional Investor > Swp Financial Llc > Profile

Instuitional Investor - Swp Financial Llc

Fund Profile
Filing Period:
Fund Name: Swp Financial Llc
Portfolio Value $163,692,391
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 37,548 $21,098,321 12.89%
2.
Ishares Tr
 308,184 $14,201,107 8.68%
3.
Vanguard Index Fds - GROWTH ETF
 38,025 $14,100,483 8.61%
4.
Vanguard Index Fds - VALUE ETF
 75,815 $13,096,312 8%
5.
Apple Inc.
 AAPL 41,199 $9,151,636 5.59%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)