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| Name: |
SWP FINANCIAL LLC |
| City: |
SAN DIEGO |
| State: |
CA |
| Zip: |
92122 |
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data |
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Filing Period: |
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| Holdings
Found :
6 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SRE |
Sempra Energy |
21 |
- |
$71.98 |
$1,100,000 |
15,313 |
0.77% |
-44,000 |
0 |
0.002 |
Electric Utilities |
|
|
FB |
Meta Platforms Inc |
24 |
- |
$499.49 |
$698,000 |
1,437 |
0.49% |
189,000 |
0 |
0 |
Internet Service Prov... |
|
|
TTEK |
Tetra Tech Inc |
26 |
- |
$207.69 |
$520,000 |
2,815 |
0.36% |
50,000 |
0 |
0.005 |
Technical Services |
|
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VOO |
Vanguard S&P 500 Etf |
34 |
- |
$504.28 |
$324,000 |
673 |
0.23% |
30,000 |
0 |
0 |
Closed - End Fund - E... |
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ISRG |
Intuitive Surgical Inc |
35 |
- |
$372.63 |
$302,000 |
756 |
0.21% |
47,000 |
0 |
0 |
Medical Appliances & ... |
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BRK.B |
Berkshire Hathaway B |
37 |
- |
$407.95 |
$263,000 |
625 |
0.18% |
40,000 |
0 |
0 |
Property & Casualty I... |
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