SWP FINANCIAL LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 39K | $9.91M |
 | SRE | 16K | $1.42M |
 | TTEK | 14K | $469.82K |
 | QS | 10K | $123.20K |
 | TRMB | 9K | $727.42K |
 | HALO | 8K | $561.20K |
 | QCOM | 5K | $788.88K |
 | WPC | 3K | $226.50K |
 | WFC | 3K | $222.88K |
 | NVDA | 2K | $314.83K |
 | ORCL | 2K | $460.39K |
 | META | 1K | $1.06M |
 | BRK-B | 1K | $690.34K |
 | GOOGL | 1K | $314.27K |
 | UNH | 1K | $354.28K |
 | JPM | 1K | $317.64K |
 | AMZN | 1K | $220.67K |
 | GD | 909 | $309.97K |
 | GOOG | 860 | $209.45K |
 | MSFT | 773 | $400.40K |
Apple Inc.
AAPL
Shares Held
39K
Value
$9.91M
Sempra
SRE
Shares Held
16K
Value
$1.42M
Tetra Tech, Inc.
TTEK
Shares Held
14K
Value
$469.82K
QuantumScape Corporation
QS
Shares Held
10K
Value
$123.20K
Trimble Inc.
TRMB
Shares Held
9K
Value
$727.42K
Halozyme Therapeutics, Inc.
HALO
Shares Held
8K
Value
$561.20K
QUALCOMM Incorporated
QCOM
Shares Held
5K
Value
$788.88K
W. P. Carey Inc.
WPC
Shares Held
3K
Value
$226.50K
Wells Fargo & Company
WFC
Shares Held
3K
Value
$222.88K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$314.83K
Oracle Corporation
ORCL
Shares Held
2K
Value
$460.39K
Meta Platforms, Inc.
META
Shares Held
1K
Value
$1.06M
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$690.34K
Alphabet Inc.
GOOGL
Shares Held
1K
Value
$314.27K
UnitedHealth Group Incorporated
UNH
Shares Held
1K
Value
$354.28K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$317.64K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$220.67K
General Dynamics Corporation
GD
Shares Held
909
Value
$309.97K
Alphabet Inc.
GOOG
Shares Held
860
Value
$209.45K
Microsoft Corporation
MSFT
Shares Held
773
Value
$400.40K