SG

SWARTHMORE GROUP INC

13F
SWARTHMORE GROUP INC
Last update 2022-07-20 46 Stocks (1 new)
Value $249.00 Mil Turnover 63 %
Countries:
Top Holdings: IVV(56.96%)SPY(35.93%)AAPL(0.59%)MSFT(0.49%)GOOGL(0.47%)
Summary Stock Picks Current Portfolio
SWARTHMORE GROUP INC Top Holdings of 2022-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
373,601
141,651.0
+92.61%
56.960
+27.39%
0.050
+15.06%
+7.10%
622,198.4
 
SPY
S&P 500 ETF TRUST ETF
236,832
89,345.0
New Holding
35.930
+35.93%
0.030
+14.00%
+7.04%
641,368.6
 
AAPL
Apple Inc
10,787
1,475.0
-86.64%
0.590
-3.12%
0.000
+5.87%
-15.84%
3,140,108.1
Hardware
MSFT
Microsoft Corp
4,784
1,229.0
-89.94%
0.490
-3.36%
0.000
+28.90%
+19.66%
3,734,258.7
Software
GOOGL
Alphabet Inc
10,700
1,166.0
-89.55%
0.470
-3.26%
0.000
+11.48%
-6.43%
2,148,759.2
Interactive Media
HSY
The Hershey Co
4,353
937.0
-0.39%
0.380
0%
0.000
+0.01%
-2.22%
32,983.9
Consumer Packaged Goods
ABBV
AbbVie Inc
4,076
624.0
-92.63%
0.250
-2.12%
0.000
+6.97%
+9.28%
336,694.1
Drug Manufacturers
AVGO
Broadcom Inc
10,430
507.0
-90.24%
0.200
-1.55%
0.000
+50.34%
+20.42%
1,306,130.4
Semiconductors
PFE
Pfizer Inc
9,181
481.0
-92.51%
0.190
-1.50%
0.000
+15.52%
-0.45%
144,948.4
Drug Manufacturers
TMO
Thermo Fisher Scientific Inc
875
475.0
-94.25%
0.190
-2.16%
0.000
-7.54%
-19.32%
158,136.0
Medical Diagnostics & Research

SWARTHMORE GROUP INC's Historical Top Holdings Breakdowns

SWARTHMORE GROUP INC Total Holding History ($B)

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SWARTHMORE GROUP INC's Asset Allocation

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SWARTHMORE GROUP INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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SWARTHMORE GROUP INC's Hypothetical Growth since 2022-06-30

SWARTHMORE GROUP INC's Yearly Returns

Year Portfolio % % Excess Gain %

SWARTHMORE GROUP INC's Holdings Heat Map

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SWARTHMORE GROUP INC's Holdings Bubble Chart

SWARTHMORE GROUP INC News

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