SWS Partners

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

Companies in the SWS Partners portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Schwab Strategic Tr us lrg cap etf 6.03 137067 -94% 74.37
Schwab International Equity ETF (SCHF) 5.80 293518 -93% 33.37
Spdr Ser Tr sp500 high div 5.44 234255 -93% 39.21
Schwab Strategic Tr intrm trm 4.64 141910 -93% 55.20
iShares S&P; 500 Index (IVV) 3.93 21204 -93% 313.01
iShares S&P; MidCap 400 Index (IJH) 2.38 20099 -93% 200.21
PowerShares Preferred Portfolio (PGX) 2.18 246463 -93% 14.95
Vanguard High Dividend Yield ETF (VYM) 2.00 36975 -93% 91.36
Global X Fds glbl x mlp etf 1.91 431229 -93% 7.50
Schwab Strategic Tr us reit etf 1.86 67078 -93% 46.77
Dbx Etf Tr eafe hgh dv yl 1.82 129032 -92% 23.83
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 1.73 50559 -93% 57.81
Ishares Tr broad usd high 1.72 71562 -93% 40.62
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni 1.67 55904 -94% 50.43
Schwab Strategic Tr us aggregate b 1.60 50673 -94% 53.48
AT&T; (T) 1.46 63003 -94% 39.28
iShares S&P; SmallCap 600 Index (IJR) 1.41 29391 -93% 80.88
SPDR Barclay Cp Intr Trm Cr Bd (ITR) 1.37 65954 -94% 35.19
Vanguard Mortgage Bkd Sects ETF (VMBS) 1.36 43048 -93% 53.20
Apple (AAPL) 1.32 8453 -94% 264.28
Invesco S&p 500 Low Volatility Etf 1.29 38151 -94% 57.27
Valero Energy Corporation (VLO) 1.27 21318 -94% 100.95
Microsoft Corporation (MSFT) 1.24 13982 -94% 149.69
Duke Energy 1.24 23691 -93% 88.47
Merck & Co (MRK) 1.23 24344 -93% 85.03
BlackRock (BLK) 1.22 4210 -93% 489.79
Fnf 1.22 42947 -93% 47.90
Bristol Myers Squibb (BMY) 1.19 34481 -93% 58.50
Eaton 1.18 21851 -93% 91.44
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 1.15 17073 -94% 113.57
United Parcel Service (UPS) 1.13 15500 -94% 123.35
Lamar Advertising Co-a 1.09 22049 NEW 83.18
Koninklijke Philips Electronics NV (PHG) 1.03 13208 -93% 131.59
Coca-Cola Company (KO) 1.02 32708 -93% 52.49
Regions Financial Corporation (RF) 1.02 104183 -94% 16.57
BB&T; Corporation (BBT) 1.02 31632 -94% 54.60
Amazon (AMZN) 1.02 981 -94% 1752.29
ONEOK (OKE) 1.02 24162 -94% 71.19
MetLife (MET) 1.01 34752 -93% 49.26
Realty Income (O) 1.01 22007 NEW 77.34
Medtronic 0.89 13486 -94% 111.08
Alphabet Inc Class A cs 0.89 1139 -94% 1327.48
SPDR Wells Fargo Prfd Stk ETF (PSK) 0.87 33506 -94% 43.84
Vanguard Emerging Markets ETF (VWO) 0.86 34312 -93% 42.32
Genuine Parts Company (GPC) 0.78 12736 -93% 104.04
Interpublic Group of Companies (IPG) 0.78 58866 -93% 22.29
Vanguard Int High Dvd Yld In exchange traded funds 0.76 20488 -93% 62.28
Kohl's Corporation (KSS) 0.74 21205 -93% 58.71
Ishares Core Intl Stock Etf core 0.71 19943 -93% 60.47
Vail Resorts (MTN) 0.64 4428 -93% 242.32
Facebook Inc cl a 0.63 5493 -94% 194.98
Packaging Corporation of America (PKG) 0.59 8821 -94% 112.57
Maxim Integrated Products (MXIM) 0.58 10272 -94% 96.09
inv grd crp bd 0.57 8806 -95% 109.13
Broadcom Ltd 0.55 2975 -93% 311.60
SPDR S&P; International Dividend (DWX) 0.52 22002 -95% 40.09
JPMorgan Chase & Co. (JPM) 0.48 6240 -94% 129.33
Cisco Systems (CSCO) 0.47 17579 -92% 45.00
International Business Machines (IBM) 0.47 5914 -93% 134.76
Schwab Strategic Tr us dividend eq 0.47 13924 -95% 56.95
J P Morgan Exchange Traded F jpmorgan diver 0.46 10059 -94% 77.84
NVIDIA Corporation (NVDA) 0.45 3740 -94% 204.28
Spdr S&p Emerging Mkts Dividen inx 0.44 24105 -95% 30.95
UnitedHealth (UNH) 0.42 2773 -94% 258.93
Intuitive Surgical (ISRG) 0.37 1089 -94% 568.41
Boeing Company (BA) 0.35 1570 -94% 371.97
Servicenow 0.34 2221 -94% 258.44
Home Depot (HD) 0.33 2330 -94% 236.91
Visa (V) 0.32 2992 -94% 180.15
Vanguard REIT ETF (VNQ) 0.32 5935 -94% 92.50
IQ Hedge Multi-Strategy Tracker (QAI) 0.31 16808 -95% 30.88
Edwards Lifesciences (EW) 0.30 2074 -94% 244.46
Honeywell International (HON) 0.29 2702 -94% 181.72
Lockheed Martin Corporation (LMT) 0.28 1186 -94% 392.92
salesforce (CRM) 0.28 2913 -94% 163.06
Illumina (ILMN) 0.28 1535 -95% 304.89
iShares iBoxx $ High Yid Corp Bond (HYG) 0.28 5460 -94% 87.00
Ambarella Inc shs 0.27 7771 -94% 58.94
Netflix (NFLX) 0.26 1464 -94% 294.40
Accenture 0.25 2144 -94% 196.36
Fair Isaac Corporation (FICO) 0.25 1224 -95% 346.41
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.25 12904 -93% 32.47
Atlassian Corp Plc cl a 0.25 3411 -94% 121.37
Paypal Holdings 0.23 3684 -95% 103.69
J.B. Hunt Transport Services (JBHT) 0.22 3182 -94% 116.28
Xilinx (XLNX) 0.22 2260 -94% 165.04
Crown Castle Intl 0.22 2765 NEW 134.18
Monster Beverage Corp Com stock 0.22 6475 -94% 58.69
Cdw Corp. 0.22 2747 -94% 136.15
Square Inc cl a 0.21 5479 -95% 64.43
Vertex Pharmaceuticals Incorporated (VRTX) 0.20 1613 -94% 208.93
Cardinal Health (CAH) 0.20 6168 -88% 55.77
Constellation Brands (STZ) 0.19 1764 -94% 180.27
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 0.19 11462 -95% 28.53
Schwab U S Small Cap ETF (SCHA) 0.18 4190 -94% 73.03
Charles Schwab Corporation (SCHW) 0.17 6657 -94% 44.16
Vanguard Intl Equity Index F glb ex us etf 0.17 4717 -94% 59.78
Schwab Emerging Markets Equity ETF (SCHE) 0.16 10120 -94% 26.48
Guidewire Software 0.16 2197 -94% 119.25
Asml Holding N.v. 0.16 967 NEW 275.08
3M Company (MMM) 0.15 1465 -94% 172.70
Global Payments (GPN) 0.15 1386 -94% 178.93
iShares S&P;/Citi Intl Treasury Bond (IGOV) 0.15 5105 -94% 49.95
Ihs Markit Ltd Shs stock 0.15 3659 -94% 71.33
CME (CME) 0.14 1185 -95% 204.22
Roper Industries (ROP) 0.14 686 -94% 346.94
stock 0.14 1989 -94% 119.16
Amphenol Corporation (APH) 0.13 2175 -94% 102.53
Xylem 0.13 2780 -94% 78.06
Gra (GGG) 0.12 4419 -94% 47.75
CoreSite Realty (COR) 0.12 1752 NEW 114.73
Sch Us Mid-cap Etf etf 0.12 3463 -94% 58.91
Yum China Holdings 0.12 4777 -94% 42.91
First Horizon National Corporation (FHN) 0.10 10078 -94% 16.37

Past 13F-HR SEC Filings by SWS Partners

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