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| Name: |
SWMG LLC |
| City: |
FORT WORTH |
| State: |
TX |
| Zip: |
76102 |
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data |
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| Holdings
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11 |
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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 |
|
DYNF |
Blackrock Us Equity Factor ... |
5 |
New |
$44.73 |
$7,928,000 |
178,562 |
3.57% |
7,928,000 |
178,562 |
1.984 |
N/A |
|
|
IVE |
iShares S&P 500/BARRA Value |
12 |
New |
$181.10 |
$4,779,000 |
25,582 |
2.15% |
4,779,000 |
25,582 |
0.018 |
Closed - End Fund - E... |
|
|
HEFA |
Ishares Currency Hedged Msc... |
21 |
New |
$0.00 |
$2,371,000 |
67,981 |
1.07% |
2,371,000 |
67,981 |
0.009 |
N/A |
|
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IGEB |
Ishares Edge Investment Gra... |
32 |
New |
$0.00 |
$1,265,000 |
28,214 |
0.57% |
1,265,000 |
28,214 |
0.313 |
N/A |
|
|
FDEC |
Ft Cboe Vest Us Equity Buff... |
75 |
New |
$0.00 |
$334,000 |
8,113 |
0.15% |
334,000 |
8,113 |
0.09 |
N/A |
|
|
BINC |
Blackrock Flexible Income Etf |
79 |
New |
$0.00 |
$314,000 |
5,985 |
0.14% |
314,000 |
5,985 |
0.009 |
N/A |
|
|
IBM |
International Business Mach... |
88 |
New |
$165.63 |
$273,000 |
1,432 |
0.12% |
273,000 |
1,432 |
0 |
Diversified Computer ... |
|
|
DIS |
Walt Disney Co |
90 |
New |
$101.70 |
$245,000 |
1,999 |
0.11% |
245,000 |
1,999 |
0 |
Entertainment - Diver... |
|
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VYM |
Vanguard High Dividend Yiel... |
93 |
New |
$118.08 |
$216,000 |
1,786 |
0.1% |
216,000 |
1,786 |
0.001 |
Closed - End Fund - Debt |
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NXP |
Nuveen Select Tax Free Inco... |
96 |
New |
$14.00 |
$191,000 |
13,257 |
0.09% |
191,000 |
13,257 |
0.08 |
Closed - End Fund - Debt |
|
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NUV |
Nuveen Municipal Value Fund... |
97 |
New |
$8.39 |
$169,000 |
19,348 |
0.08% |
169,000 |
19,348 |
0.01 |
Closed - End Fund - Debt |
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