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Value $
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$166M
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Signature - Title
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Philip Smith - Chief Compliance Officer
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Location
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San Diego, CA
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Summary
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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.