SWS Partners

Latest statistics and disclosures from SWS Partners's latest quarterly 13F-HR filing:

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Positions held by SWS Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for SWS Partners

Companies in the SWS Partners portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 4.7 $6.8M +17% 2.2k 3094.13
Facebook Inc Class A Cl A (FB) 3.2 $4.6M +10% 16k 294.51
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 3.1 $4.5M +10% 2.2k 2062.59
Accenture PLC F Class A Shs Class A (ACN) 2.8 $4.1M +19% 15k 276.23
JPMorgan Chase & Co. (JPM) 2.4 $3.4M +5% 23k 152.22
Abbvie (ABBV) 2.4 $3.4M +13% 32k 108.22
Ambarella Inc F SHS (AMBA) 2.0 $2.9M +10% 29k 100.40
Cardinal Health (CAH) 2.0 $2.9M +371% 47k 60.72
Twilio Inc Class A Cl A (TWLO) 1.9 $2.8M +10% 8.3k 340.71
Paypal Holdings (PYPL) 1.8 $2.7M +10% 11k 242.87
Eaton Corp PLC F SHS (ETN) 1.8 $2.6M -2% 19k 138.26
Uber Technologies (UBER) 1.8 $2.6M +10% 48k 54.52
BlackRock (BLK) 1.8 $2.6M +6% 3.4k 754.02
United Parcel Service (UPS) 1.7 $2.5M +19% 15k 169.99

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Fidelity Natl Finl Fnf Group Com (FNF) 1.7 $2.4M +15% 60k 40.67
Wells Fargo & Company (WFC) 1.7 $2.4M 62k 39.08
Natera (NTRA) 1.7 $2.4M +38% 24k 101.54
Arista Networks (ANET) 1.7 $2.4M NEW 8.0k 301.92
MetLife (MET) 1.6 $2.4M -9% 39k 60.78
Stitch Fix Inc Class A Com Cl A (SFIX) 1.5 $2.2M +95% 45k 49.53
Servicenow (NOW) 1.5 $2.1M +10% 4.3k 500.12
Genuine Parts Company (GPC) 1.5 $2.1M -4% 18k 115.61
Maxim Integrated Products (MXIM) 1.4 $2.1M -2% 20k 104.06
Broadcom (AVGO) 1.4 $2.0M 4.4k 463.67
Interpublic Group of Companies (IPG) 1.4 $2.0M -6% 70k 29.20
Apple (AAPL) 1.3 $1.9M -65% 16k 122.16
Vail Resorts (MTN) 1.3 $1.9M 6.5k 291.69
Westrock (WRK) 1.3 $1.9M 36k 52.06
Snowflake Inc Class A Cl A (SNOW) 1.3 $1.9M NEW 8.2k 229.30
Applied Materials (AMAT) 1.3 $1.9M +10% 14k 133.58
Medtronic PLC F SHS (MDT) 1.3 $1.9M +9% 16k 118.14
UnitedHealth (UNH) 1.2 $1.8M +10% 4.9k 372.00
Kohl's Corporation (KSS) 1.2 $1.8M -22% 30k 59.61
Cisco Systems (CSCO) 1.2 $1.8M 34k 51.70
Square Inc Class A Cl A (SQ) 1.2 $1.8M -9% 7.8k 227.05
Bristol Myers Squibb (BMY) 1.2 $1.8M 28k 63.12
Marvell Tech Group F Ord 1.2 $1.8M +10% 36k 48.97
Xilinx (XLNX) 1.2 $1.7M +10% 7.0k 248.38
International Business Machines (IBM) 1.2 $1.7M +5% 13k 133.24
Match Group (MTCH) 1.2 $1.7M +10% 12k 137.36
Merck & Co (MRK) 1.1 $1.7M -34% 22k 77.11
Duke Energy Corp Com New (DUK) 1.1 $1.7M -2% 17k 96.53
Dominion Resources (D) 1.1 $1.7M +3% 22k 75.98
Constellation Brand Class A Cl A (STZ) 1.1 $1.6M +10% 7.1k 228.01
Intuitive Surgical Com New (ISRG) 1.1 $1.6M +37% 2.1k 739.09
Netflix (NFLX) 1.1 $1.5M +16% 2.9k 521.83
Marathon Petroleum Corp (MPC) 1.0 $1.5M -4% 29k 53.48
Vertex Pharmaceuticals Incorporated (VRTX) 1.0 $1.5M +86% 7.1k 214.87
Phillips 66 (PSX) 1.0 $1.5M +5% 19k 81.55
Zillow Group Cl A (ZG) 1.0 $1.5M +10% 12k 129.60
Wayfair Inc Class A Cl A (W) 1.0 $1.5M +9% 4.7k 314.83
Coca-Cola Company (KO) 1.0 $1.4M +8% 27k 52.72
American Tower Reit (AMT) 1.0 $1.4M +6% 5.9k 239.13
Lamar Advertising REIT Cl A (LAMR) 0.9 $1.4M -3% 15k 93.95
Corning Incorporated (GLW) 0.9 $1.3M 31k 43.52
Koninklijke Philips Electronics NV (PHG) 0.9 $1.3M +2% 9.7k 139.00
Mondelez Intl Class A Cl A (MDLZ) 0.9 $1.3M 23k 58.54
Electronic Arts (EA) 0.9 $1.3M +10% 9.6k 135.34
Edwards Lifesciences (EW) 0.9 $1.3M +46% 15k 83.64
Asml HLDGS NV F N Y Registry Shs (ASML) 0.9 $1.3M +10% 2.1k 617.15
salesforce (CRM) 0.8 $1.2M +9% 5.8k 211.92
Berkshire Hathaway Class B Cl B New (BRK.B) 0.8 $1.2M 4.7k 255.53
New Relic (NEWR) 0.8 $1.2M +49% 19k 61.46
Illumina (ILMN) 0.8 $1.1M +10% 3.0k 384.07
Tapestry (TPR) 0.8 $1.1M -19% 27k 41.22
CoreSite Realty (COR) 0.8 $1.1M +10% 9.3k 119.81
Atlassian Corp PLC F Class A Cl A (TEAM) 0.8 $1.1M -38% 5.2k 210.83
Shopify Inc cl a (SHOP) 0.7 $1.1M +10% 955.00 1106.81
Visteon Corp Com New (VC) 0.7 $1.0M +10% 8.4k 121.99
Fair Isaac Corporation (FICO) 0.7 $963k +10% 2.0k 486.12
Costco Wholesale Corporation (COST) 0.6 $895k NEW 2.5k 352.64
NVIDIA Corporation (NVDA) 0.6 $886k 1.7k 534.06
Nike Inc Class B CL B (NKE) 0.6 $813k +10% 6.1k 132.95
Tesla Motors (TSLA) 0.2 $326k 488.00 668.03
Dish Network Corp CL A Cl A (DISH) 0.2 $326k NEW 9.0k 36.22
Aberdeen Global Income Fund (FCO) 0.2 $300k NEW 15k 20.00
Global Payments (GPN) 0.2 $281k 1.4k 201.43
Visa Inc Class A Cl A (V) 0.2 $265k -5% 1.3k 211.49
Walt Disney Company (DIS) 0.2 $238k NEW 1.3k 184.21
Bank of America Corporation (BAC) 0.2 $232k NEW 6.0k 38.67
Microsoft Corporation (MSFT) 0.1 $207k NEW 878.00 235.76
Quantum Solar Power Corp Hedge Mlti Etf (QAI) 0.0 $0 -17% 11k 0.00

Past Filings by SWS Partners

SEC 13F filings are viewable for SWS Partners going back to 2017