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  Name: Swan Wealth Advisors Inc.
  City: DURANGO
  State: CO
  Zip: 81301
   
Achive data
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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 : 12     View All Holdings Currently Viewing:  Increased 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
   (PSMD)1 Year Chart         PSMD Pacer Swan Sos Moderate Jan... 6 - $0.00 $62,979,000 2,325,654 3.1% 28,243,000 980,865 0.258    N/A
   (PSMJ)1 Year Chart         PSMJ Pacer Swan Sos Moderate (ju... 11 - $0.00 $45,688,000 1,741,839 2.25% 8,836,000 263,639 1.935    N/A
   (PSMO)1 Year Chart         PSMO Pacer Swan Sos Moderate (oc... 12 - $0.00 $35,193,000 1,346,855 1.73% 3,997,000 109,896 14.965    N/A
   (PSMR)1 Year Chart         PSMR Pacer Swan Sos Moderate (ap... 14 - $0.00 $32,581,000 1,278,187 1.6% 3,316,000 104,300 1.42    N/A
   (PSFD)1 Year Chart         PSFD Pacer Swan Sos Flex (decemb... 17 - $0.00 $26,267,000 860,664 1.29% 11,906,000 363,571 70.489    N/A
   (PSFJ)1 Year Chart         PSFJ Pacer Swan Sos Flex (july) Etf 20 - $0.00 $19,046,000 713,068 0.94% 3,856,000 108,380 7.923    N/A
   (PSFM)1 Year Chart         PSFM Pacer Swan Sos Flex (april)... 21 - $0.00 $15,946,000 592,788 0.79% 1,802,000 48,353 0.659    N/A
   (PSCX)1 Year Chart         PSCX Pacer Swan Sos Conservative... 22 - $0.00 $15,651,000 609,946 0.77% 7,068,000 258,778 54.95    N/A
   (PSFO)1 Year Chart         PSFO Pacer Swan Sos Flex (octobe... 25 - $0.00 $13,009,000 481,643 0.64% 1,552,000 39,290 5.352    N/A
   (PSCJ)1 Year Chart         PSCJ Pacer Swan Sos Conservative... 27 - $0.00 $11,330,000 461,690 0.56% 2,231,000 70,181 5.13    N/A
   (PSCW)1 Year Chart         PSCW Pacer Swan Sos Conservative... 28 - $0.00 $9,747,000 410,052 0.48% 1,021,000 33,460 4.556    N/A
   (PSCQ)1 Year Chart         PSCQ Pacer Swan Sos Conservative... 29 - $0.00 $6,847,000 272,700 0.34% 806,000 22,254 3.03    N/A
      12 Records Found
  1    
Page 1 of 1
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