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

SWS Partners holds 109 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.8 $30M 53k 561.90
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 4.3 $13M +12% 527k 24.86
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Ishares Tr Core S&p Mcp Etf (IJH) 3.9 $12M 204k 58.35
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 3.1 $9.5M 215k 44.26
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Etf Ser Solutions Aptus Int Enh Yl (IDUB) 2.5 $7.6M +21% 364k 20.86
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.2 $6.7M 305k 22.08
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Natera (NTRA) 2.2 $6.7M -8% 47k 141.41
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NVIDIA Corporation (NVDA) 2.1 $6.4M 59k 108.38
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Amazon (AMZN) 1.8 $5.4M 28k 190.26
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Purecycle Technologies (PCT) 1.7 $5.2M +2% 757k 6.92
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Etf Ser Solutions Opus Sml Cp Vl (OSCV) 1.6 $4.9M +28% 142k 34.85
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.6 $4.8M -20% 243k 19.78
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Global X Fds Us Pfd Etf (PFFD) 1.6 $4.7M +10% 249k 19.04
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Guardant Health (GH) 1.5 $4.5M -13% 105k 42.60
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Marvell Technology (MRVL) 1.4 $4.2M +27% 69k 61.57
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Pinterest Cl A (PINS) 1.4 $4.2M -7% 134k 31.00
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Ambarella SHS (AMBA) 1.3 $3.8M +12% 76k 50.33
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $3.8M 83k 45.26
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Philip Morris International (PM) 1.2 $3.6M -6% 23k 158.73
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JPMorgan Chase & Co. (JPM) 1.2 $3.6M +2% 15k 245.32
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Uber Technologies (UBER) 1.2 $3.6M -9% 49k 72.86
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Etf Ser Solutions Aptus Defined (DRSK) 1.1 $3.4M +28% 123k 27.27
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Dbx Etf Tr Xtrack Msci Eafe (HDEF) 1.1 $3.3M -2% 121k 27.14
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Select Sector Spdr Tr Energy (XLE) 1.1 $3.2M -6% 35k 93.45
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Wells Fargo & Company (WFC) 1.0 $3.2M -2% 45k 71.79
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Accenture Plc Ireland Shs Class A (ACN) 1.0 $3.2M +4% 10k 312.04
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Ishares Tr Ishs 5-10yr Invt (IGIB) 1.0 $3.2M 60k 52.52
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Mp Materials Corp Com Cl A (MP) 1.0 $3.2M -20% 130k 24.41
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Ishares Tr Broad Usd High (USHY) 1.0 $3.2M -2% 86k 36.81
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Abbvie (ABBV) 1.0 $3.1M +2% 15k 209.53
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Okta Cl A (OKTA) 1.0 $3.1M -34% 29k 105.22
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Rh (RH) 1.0 $3.1M +39% 13k 234.42
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Schwab Strategic Tr Us Reit Etf (SCHH) 1.0 $3.1M 143k 21.51
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Fidelity National Financial Fnf Group Com (FNF) 1.0 $3.0M 47k 65.08
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Snowflake Cl A (SNOW) 1.0 $3.0M +2% 21k 146.17
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Smurfit Westrock SHS (SW) 1.0 $2.9M +2% 65k 45.06
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Blackrock (BLK) 0.9 $2.9M -2% 3.0k 946.63
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Eaton Corp SHS (ETN) 0.9 $2.8M +3% 10k 271.83
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Abbott Laboratories (ABT) 0.9 $2.8M 21k 132.65
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Cloudflare Cl A Com (NET) 0.8 $2.6M -16% 23k 112.69
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Meta Platforms Cl A (META) 0.8 $2.6M 4.5k 576.41
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MetLife (MET) 0.8 $2.6M 32k 80.29
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Phillips 66 (PSX) 0.8 $2.5M -3% 21k 123.48
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Corning Incorporated (GLW) 0.8 $2.5M +2% 56k 45.78
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Oracle Corporation (ORCL) 0.8 $2.5M 18k 139.81
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Confluent Class A Com (CFLT) 0.8 $2.5M +99% 107k 23.44
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General Dynamics Corporation (GD) 0.8 $2.5M +18% 9.1k 272.60
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Marathon Petroleum Corp (MPC) 0.8 $2.5M -3% 17k 145.69
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.8 $2.4M -40% 54k 45.07
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Block Cl A (XYZ) 0.7 $2.3M +25% 42k 54.33
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $2.3M +2% 15k 154.65
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Ishares Tr National Mun Etf (MUB) 0.7 $2.2M -20% 21k 105.44
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Wal-Mart Stores (WMT) 0.7 $2.2M 25k 87.79
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Lyondellbasell Industries N Shs - A - (LYB) 0.7 $2.1M +9% 30k 70.40
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Pfizer (PFE) 0.7 $2.1M +2% 81k 25.34
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Duke Energy Corp Com New (DUK) 0.7 $2.0M -3% 17k 121.98
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UnitedHealth (UNH) 0.7 $2.0M 3.9k 523.76
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Match Group (MTCH) 0.7 $2.0M +2% 65k 31.20
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Domino's Pizza (DPZ) 0.7 $2.0M 4.3k 459.52
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Consolidated Edison (ED) 0.7 $2.0M -12% 18k 110.59
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American Tower Reit (AMT) 0.6 $2.0M 9.1k 217.61
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MercadoLibre (MELI) 0.6 $1.9M -29% 997.00 1952.18
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.9M -4% 73k 26.20
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Micron Technology (MU) 0.6 $1.9M +2% 22k 86.89
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Cisco Systems (CSCO) 0.6 $1.8M +6% 30k 61.71
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.8M +21% 3.4k 532.58
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Merck & Co (MRK) 0.6 $1.8M +2% 20k 89.76
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Ciena Corp Com New (CIEN) 0.6 $1.7M -23% 29k 60.43
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Lamar Advertising Cl A (LAMR) 0.6 $1.7M 15k 113.78
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Amphenol Corp Cl A (APH) 0.6 $1.7M +2% 27k 65.59
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Nike CL B (NKE) 0.6 $1.7M NEW 27k 63.48
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Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.7M -25% 16k 104.57
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $1.6M -2% 69k 23.43
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Arista Networks Com Shs (ANET) 0.5 $1.6M +2% 21k 77.48
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Airbnb Com Cl A (ABNB) 0.5 $1.6M +72% 14k 119.46
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Shopify Cl A (SHOP) 0.5 $1.5M +5% 16k 95.49
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Walt Disney Company (DIS) 0.5 $1.5M 15k 98.70
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Kimberly-Clark Corporation (KMB) 0.5 $1.5M -3% 10k 142.22
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Capri Holdings SHS (CPRI) 0.5 $1.4M +2% 72k 19.73
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Apple (AAPL) 0.4 $1.4M +2% 6.2k 222.14
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Comcast Corp Cl A (CMCSA) 0.4 $1.3M 36k 36.90
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Microsoft Corporation (MSFT) 0.4 $1.3M +7% 3.5k 375.48
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Netflix (NFLX) 0.4 $1.3M +4% 1.4k 932.79
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Servicenow (NOW) 0.4 $1.3M +3% 1.6k 796.23
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Constellation Brands Cl A (STZ) 0.4 $1.2M 6.4k 183.53
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $1.1M +15% 13k 78.90
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $984k 4.7k 211.47
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $961k +36% 36k 26.89
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $880k -10% 32k 27.96
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Applied Materials (AMAT) 0.3 $820k +2% 5.7k 145.13
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Ishares Tr Core Msci Total (IXUS) 0.3 $808k -4% 12k 69.81
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Ishares Tr Mbs Etf (MBB) 0.3 $783k -10% 8.3k 93.79
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Intuitive Surgical Com New (ISRG) 0.2 $666k +2% 1.3k 495.45
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $563k -6% 4.4k 128.99
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.2 $554k -36% 17k 33.24
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Illinois Tool Works (ITW) 0.2 $517k 2.1k 248.10
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MarineMax (HZO) 0.1 $457k +3% 21k 21.50
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Exxon Mobil Corporation (XOM) 0.1 $374k +3% 3.1k 118.93
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $368k -10% 13k 27.57
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $342k -7% 3.8k 90.54
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Ishares Tr Intl Sel Div Etf (IDV) 0.1 $334k -8% 11k 31.02
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Tesla Motors (TSLA) 0.1 $334k -33% 1.3k 259.16
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $297k -9% 4.0k 73.69
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Amgen (AMGN) 0.1 $290k +5% 931.00 311.88
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Reddit Cl A (RDDT) 0.1 $262k 2.5k 104.90
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $260k 5.1k 51.45
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Pacer Fds Tr Trendpilot 100 (PTNQ) 0.1 $247k 3.5k 71.02
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Global X Fds Glbl X Mlp Etf (MLPA) 0.1 $236k -12% 4.4k 53.23
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $201k NEW 2.7k 74.73
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Past Filings by SWS Partners

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

View all past filings