• 13F History

SWMG, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 23, 2025
Value $
$251M
Signature - Title
Teresa Douberly - Compliance Consultant
Location
Fort Worth, TX
Summary
This page shows a list of all the recent 13F filings made by SWMG, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SWMG, LLC reported 115 stock holdings with total value $251M as of Q4 2024. Top holdings included IVV, IVW, SPSB, QUAL, and DYNF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 115 $251M +$18.1M -$10.6M +$7.53M IVV, IVW, SPSB, QUAL, DYNF 13F-HR 1/23/2025, 05:10 PM
Q3 2024 118 $242M +$42.6M -$37.2M +$5.33M IVV, IVW, SPSB, QUAL, DYNF 13F-HR 11/14/2024, 04:09 PM
Q2 2024 96 $225M +$41.4M -$41.8M -$340K IVV, EFA, IVW, QUAL, DYNF 13F-HR 8/14/2024, 11:10 AM
Q1 2024 97 $222M +$40.5M -$41.1M -$601K IVV, IWM, IXUS, QUAL, DYNF 13F-HR 5/15/2024, 01:46 PM
Q4 2023 97 $210M +$22.6M -$21.3M +$1.24M IVV, IWM, QUAL, EFV, IXUS 13F-HR 2/15/2024, 01:02 PM
Q3 2023 95 $190M +$42.7M -$37.1M +$5.63M IVV, IWM, EFV, QUAL, IUSB 13F-HR 2/15/2024, 12:54 PM
Q2 2023 103 $191M +$17M -$11.7M +$5.31M IVV, SHV, QUAL, EFG, IUSB 13F-HR 8/14/2023, 10:23 AM
Q1 2023 90 $179M +$34M -$22.4M +$11.6M IVV, SHV, QUAL, EFG, IUSB 13F-HR 5/12/2023, 05:08 PM
Q4 2022 77 $165M +$30.1M -$20M +$10.2M IVV, SHV, ESGU, EFV, IUSB 13F-HR 2/14/2023, 12:26 PM
Q3 2022 71 $153M +$52.7M -$26.1M +$26.6M IVV, SHV, ESGU, GOVT, VTI 13F-HR 11/14/2022, 09:24 AM
Q1 2022 65 $183M +$21.1M -$13M +$8.11M IVV, ESGU, EFA, EFV, VTI 13F-HR 5/16/2022, 12:12 PM
Q4 2021 66 $188M +$33.6M -$24.5M +$9.14M IVV, ESGU, EFA, EFV, VTI 13F-HR 2/9/2022, 09:43 AM
Q3 2021 62 $172M +$37.5M -$31.4M +$6.19M ESGU, IVV, IWM, EFV, VTI 13F-HR 11/15/2021, 01:58 PM
Q2 2021 60 $170M +$37.1M -$12.7M +$24.4M IVV, UWM, ESGU, EFV, VTI 13F-HR 8/16/2021, 12:48 PM
Q1 2021 57 $146M +$11M -$6.33M +$4.66M IVV, UWM, ESGU, EFV, VTI 13F-HR 4/15/2021, 01:26 PM
Q4 2020 58 $137M IVV, UWM, ESGU, VTI, EFV 13F-HR 2/16/2021, 02:20 PM