Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: SWP FINANCIAL LLC
  City: SAN DIEGO
  State: CA
  Zip: 92122
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $142,814,000
  Total Value Change : $13,911,000
  Securities Held Change : 4
   
All Securities Held : 48
  New Positions : 5
  Closed Positions : 1
  Increased Positions : 28
  Unchanged Positions : 6
  Decreased Positions : 9

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (TRMB)1 Year Chart         TRMB Trimble Navigation Ltd 25 New $57.00 $573,000 8,909 0.4% 573,000 8,909 0.004    Scientific & Technica...
   (NFLX)1 Year Chart         NFLX Netflix Inc 44 New $669.38 $231,000 380 0.16% 231,000 380 0    Music & Video Stores
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 46 New $183.66 $210,000 1,162 0.15% 210,000 1,162 0    Internet Software & S...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 47 New $193.78 $209,000 1,042 0.15% 209,000 1,042 0    Domestic Money Center...
   (IJJ)1 Year Chart         IJJ iShares S&P MC 400/BARRA VL 48 New $111.85 $204,000 1,728 0.14% 204,000 1,728 0.003    Closed - End Fund - E...

      5 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results