SWP FINANCIAL LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 21, 2025
Value $
$166M
Signature - Title
Philip Smith - Chief Compliance Officer
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by SWP FINANCIAL LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SWP FINANCIAL LLC reported 67 stock holdings with total value $166M as of Q4 2024. Top holdings included IVV, VUG, IUSB, VTV, and AAPL.
Holdings Value