SWAN Capital LLC Q4 2024 Filing

Filed February 25, 2025

Portfolio Value

$205.0B

Holdings

381

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (381 positions)

#StockSharesValue% PortfolioType
1
VCLTVANGUARD SCOTTSDALE FDS
244,208$18.3B8.91%
2
VNQVANGUARD INDEX FDS
178,231$15.9B7.75%
3
VYMIVANGUARD WHITEHALL FDS
229,685$15.6B7.61%
4
VIGVANGUARD SPECIALIZED FUNDS
68,916$13.5B6.58%
5
VTIPVANGUARD MALVERN FDS
275,975$13.4B6.52%
6
VDEVANGUARD WORLD FD
107,425$13.0B6.36%
7
PFFISHARES TR
412,190$13.0B6.32%
8
VIGIVANGUARD WHITEHALL FDS
161,415$12.9B6.30%
9
VPUVANGUARD WORLD FD
73,415$12.0B5.85%
10
VYMVANGUARD WHITEHALL FDS
86,702$11.1B5.40%
11
BRK/BBERKSHIRE HATHAWAY INC DEL
15,340$7.0B3.39%
12
VONGVANGUARD SCOTTSDALE FDS
66,254$6.8B3.34%
13
VGTVANGUARD WORLD FD
10,970$6.8B3.33%
14
VWOBVANGUARD WHITEHALL FDS
103,297$6.5B3.18%
15
VBKVANGUARD INDEX FDS
17,771$5.0B2.43%
16
VOTVANGUARD INDEX FDS
19,523$5.0B2.42%
17
VOEVANGUARD INDEX FDS
25,824$4.2B2.04%
18
VBRVANGUARD INDEX FDS
21,002$4.2B2.03%
19
AAPLAPPLE INC
12,167$3.0B1.49%
20
VSSVANGUARD INTL EQUITY INDEX F
25,271$2.9B1.41%
21
VCITVANGUARD SCOTTSDALE FDS
35,722$2.9B1.40%
22
SOSOUTHERN CO
18,379$1.5B0.74%
23
VONVVANGUARD SCOTTSDALE FDS
16,051$1.3B0.64%
24
NVDANVIDIA CORPORATION
4,112$552.3M0.27%
25
VTIVANGUARD INDEX FDS
1,849$535.9M0.26%
26
NTNXNUTANIX INC
7,792$476.7M0.23%
27
VOOVANGUARD INDEX FDS
812$437.5M0.21%
28
MSFTMICROSOFT CORP
976$411.5M0.20%
29
AMZNAMAZON COM INC
1,804$395.8M0.19%
30
PFEPFIZER INC
11,365$301.5M0.15%
31
VEUVANGUARD INTL EQUITY INDEX F
5,212$299.2M0.15%
32
GOOGALPHABET INC
1,400$266.6M0.13%
33
TAT&T INC
11,184$254.7M0.12%
34
BLKBLACKROCK INC
221$226.5M0.11%
35
HDHOME DEPOT INC
568$220.9M0.11%
36
MNKDMANNKIND CORP
28,850$185.5M0.09%
37
MCDMCDONALDS CORP
615$178.3M0.09%
38
CAGCONAGRA BRANDS INC
5,262$146.0M0.07%
39
FDXFEDEX CORP
518$145.7M0.07%
40
FERGFERGUSON ENTERPRISES INC
793$137.6M0.07%
41
WMTWALMART INC
1,384$125.0M0.06%
42
METAMETA PLATFORMS INC
210$123.0M0.06%
43
LWLAMB WESTON HLDGS INC
1,825$122.0M0.06%
44
VGKVANGUARD INTL EQUITY INDEX F
1,827$116.0M0.06%
45
EXASEXACT SCIENCES CORP
2,000$112.4M0.05%
46
GEGE AEROSPACE
659$109.9M0.05%
47
LLYELI LILLY & CO
136$105.0M0.05%
48
JNJJOHNSON & JOHNSON
708$102.4M0.05%
49
TSLATESLA INC
237$95.7M0.05%
50
VBVANGUARD INDEX FDS
394$94.7M0.05%
51
MPCMARATHON PETE CORP
622$86.8M0.04%
52
CVXCHEVRON CORP NEW
597$86.5M0.04%
53
CRWDCROWDSTRIKE HLDGS INC
225$77.0M0.04%
54
VOVANGUARD INDEX FDS
276$73.0M0.04%
55
BABOEING CO
396$70.1M0.03%
56
BACVERIZON COMMUNICATIONS INC
1,748$69.9M0.03%
57
AIC3 AI INC
2,000$68.9M0.03%
58
CRMSALESFORCE INC
200$66.9M0.03%
59
MAMASTERCARD INCORPORATED
125$65.8M0.03%
60
FISFIDELITY NATL INFORMATION SV
739$59.7M0.03%
61
GSGOLDMAN SACHS GROUP INC
103$59.0M0.03%
62
UPSUNITED PARCEL SERVICE INC
439$55.4M0.03%
63
AMTAMERICAN TOWER CORP NEW
300$55.0M0.03%
64
GEVGE VERNOVA INC
162$53.3M0.03%
65
KMIKINDER MORGAN INC DEL
1,877$51.4M0.03%
66
DDOMINION ENERGY INC
922$49.7M0.02%
67
COSTCOSTCO WHSL CORP NEW
50$45.8M0.02%
68
SPXLDIREXION SHS ETF TR
260$43.9M0.02%
69
LUVSOUTHWEST AIRLS CO
1,300$43.7M0.02%
70
WYNNWYNN RESORTS LTD
501$43.2M0.02%
71
MRKMERCK & CO INC
429$42.7M0.02%
72
PLTRPALANTIR TECHNOLOGIES INC
560$42.4M0.02%
73
SLVISHARES SILVER TR
1,555$40.9M0.02%
74
ROKUROKU INC
543$40.4M0.02%
75
PANWPALO ALTO NETWORKS INC
200$36.4M0.02%
76
HPEHEWLETT PACKARD ENTERPRISE C
1,614$34.5M0.02%
77
SHOPSHOPIFY INC
300$31.9M0.02%
78
SNOWSNOWFLAKE INC
202$31.2M0.02%
79
GBTCGRAYSCALE BITCOIN TRUST ETF
411$30.4M0.01%
80
JPMJPMORGAN CHASE & CO.
125$30.0M0.01%
81
OXLCLOXFORD LANE CAP CORP
5,878$29.8M0.01%
82
ADBEADOBE INC
63$28.0M0.01%
83
APDAIR PRODS & CHEMS INC
96$27.8M0.01%
84
DOCUDOCUSIGN INC
300$27.0M0.01%
85
CATCATERPILLAR INC
73$26.5M0.01%
86
VFCV F CORP
1,171$25.1M0.01%
87
TFCTRUIST FINL CORP
570$24.7M0.01%
88
AFRMAFFIRM HLDGS INC
400$24.4M0.01%
89
AMDADVANCED MICRO DEVICES INC
200$24.2M0.01%
90
PDIPIMCO DYNAMIC INCOME FD
1,300$23.8M0.01%
91
DYHTARGET CORP
174$23.5M0.01%
92
BMYBRISTOL-MYERS SQUIBB CO
414$23.4M0.01%
93
ORCLORACLE CORP
140$23.3M0.01%
94
AGNCAGNC INVT CORP
2,500$23.0M0.01%
95
INTCINTEL CORP
1,143$22.9M0.01%
96
WMWASTE MGMT INC DEL
113$22.8M0.01%
97
ABTABBOTT LABS
189$21.4M0.01%
98
CMCSACOMCAST CORP NEW
542$20.3M0.01%
99
DISDISNEY WALT CO
175$19.4M0.01%
100
PHYS/USPROTT PHYSICAL GOLD TR
951$19.2M0.01%
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