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  Name: Swan Wealth Advisors Inc.
  City: DURANGO
  State: CO
  Zip: 81301
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $2,031,126,000
  Total Value Change : $118,451,000
  Securities Held Change : 3
   
All Securities Held : 34
  New Positions : 3
  Closed Positions : 0
  Increased Positions : 12
  Unchanged Positions : 1
  Decreased Positions : 18

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Holdings Found : 2     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (GSY)1 Year Chart         GSY Invesco Ultra Short Duratio... 32 New $49.99 $294,000 5,900 0.01% 294,000 5,900 0.01    N/A
   (NRT)1 Year Chart         NRT North European Oil Royalty ... 33 New $8.36 $110,000 18,500 0.01% 110,000 18,500 0.201    Diversified Investments

      2 Records Found
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