Sponsored

The Analysis of SWS Partners's Holdings & P&L

Currently, SWS Partners holds 112 types of securities in its portfolio with a total value $405.4M. In the most recent quarter, they have increased their positions in NVDA (+20.0K shares, valued at $3.5M), ABBV (+111.2K shares, valued at $2.4M), OKTA (+29.7K shares, valued at $2.3M); decreased their positions in HDEF (-1.1M shares, valued at $36.7M), FNF (-434.8K shares, valued at $20.2M), MUB (-189.2K shares, valued at $20.1M); initiated new positions in MLPA (+4.1K shares, valued at $221.5K), N/A (+2.7K shares, valued at $200.6K).

1M P&L

+24.1M+5.80%

3M P&L

+20.7M+4.95%

HY P&L

+36.4M+9.04%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A183.8M

50.0%

2Software - Infrastructure17.9M

4.9%

3Semiconductors16.3M

4.4%

Top Industries by Stock Count

1N/A38 stocks

38.0%

2Software - Infrastructure5 stocks

5.0%

3Software - Application4 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR60.2K shares3.50%2026-03-312026-04-21

SCHR SCHWAB STRATEGIC TR718.9K shares11.24%2026-03-312026-04-21

IJH ISHARES TR233.5K shares-0.27%2026-03-312026-04-21

IDUB ETF SER SOLUTIONS546.1K shares1.33%2026-03-312026-04-21

NVDA NVIDIA CORPORATION73.5K shares37.46%2026-03-312026-04-21

SPYD SPDR SERIES TRUST242.0K shares-1.70%2026-03-312026-04-21

ALPHABET INC ALPHABET INC35.7K shares-16.83%2026-03-312026-04-21

OSCV ETF SER SOLUTIONS231.1K shares-2.67%2026-03-312026-04-21

Sponsored

VMBS VANGUARD SCOTTSDALE FDS180.9K shares14.08%2026-03-312026-04-21

GH GUARDANT HEALTH INC79.5K shares2.94%2026-03-312026-04-21

SCHX SCHWAB STRATEGIC TR278.4K shares-7.05%2026-03-312026-04-21

NTRA NATERA INC29.4K shares1.53%2026-03-312026-04-21

CIEN CIENA CORP15.0K shares-12.35%2026-03-312026-04-21

PFFD GLOBAL X FDS314.6K shares4.47%2026-03-312026-04-21

GLW CORNING INC42.6K shares-4.75%2026-03-312026-04-21

OKTA OKTA INC72.2K shares69.72%2026-03-312026-04-21

Sponsored

VWO VANGUARD INTL EQUITY INDEX F103.2K shares-0.87%2026-03-312026-04-21

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC55.8K shares-21.94%2026-03-312026-04-21

PCT PURECYCLE TECHNOLOGIES INC1.0M shares4.19%2026-03-312026-04-21

XYZ BLOCK INC87.7K shares18.08%2026-03-312026-04-21

DRSK ETF SER SOLUTIONS191.1K shares20.18%2026-03-312026-04-21

SCHF SCHWAB STRATEGIC TR197.3K shares-5.43%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC28.7K shares0.54%2026-03-312026-04-21

AMBA AMBARELLA INC91.4K shares2.52%2026-03-312026-04-21

Sponsored

XLE SELECT SECTOR SPDR TR75.5K shares-4.14%2026-03-312026-04-21

MP MP MATERIALS CORP87.1K shares3.55%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO14.2K shares-3.77%2026-03-312026-04-21

SNOW SNOWFLAKE INC27.5K shares29.24%2026-03-312026-04-21

HDEF DBX ETF TR122.9K shares-90.20%2026-03-312026-04-21

MELI MERCADOLIBRE INC2.3K shares3.19%2026-03-312026-04-21

META META PLATFORMS INC6.7K shares45.88%2026-03-312026-04-21

TER TERADYNE INC12.6K shares-19.89%2026-03-312026-04-21

Sponsored

DXCM DEXCOM INC57.7K shares3.79%2026-03-312026-04-21

WMT WALMART INC29.0K shares-0.64%2026-03-312026-04-21

IGIB ISHARES TR67.2K shares-1.01%2026-03-312026-04-21

USHY ISHARES TR97.0K shares-0.81%2026-03-312026-04-21

WFC WELLS FARGO & CO44.8K shares-8.37%2026-03-312026-04-21

MPC MARATHON PETE CORP14.6K shares9.65%2026-03-312026-04-21

SCHH SCHWAB STRATEGIC TR165.2K shares-1.45%2026-03-312026-04-21

PINS PINTEREST INC192.7K shares29.45%2026-03-312026-04-21

Sponsored

PSX PHILLIPS 6619.1K shares-2.03%2026-03-312026-04-21

NET CLOUDFLARE INC16.9K shares1.56%2026-03-312026-04-21

MU MICRON TECHNOLOGY INC10.2K shares-37.73%2026-03-312026-04-21

UBER UBER TECHNOLOGIES INC45.6K shares0.78%2026-03-312026-04-21

RH RH23.3K shares2.89%2026-03-312026-04-21

EATON CORP PLC EATON CORP PLC8.8K shares-1.05%2026-03-312026-04-21

APH AMPHENOL CORP24.6K shares1.62%2026-03-312026-04-21

NOW SERVICENOW INC28.4K shares77.21%2026-03-312026-04-21

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP8.4K shares-0.52%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC2.9K shares1.32%2026-03-312026-04-21

AMZN AMAZON COM INC13.4K shares-4.35%2026-03-312026-04-21

ARISTA NETWORKS INC ARISTA NETWORKS INC22.7K shares3.45%2026-03-312026-04-21

SW SMURFIT WESTROCK PLC69.2K shares11.95%2026-03-312026-04-21

ABBV ABBVIE INC123.0K shares940.89%2026-03-312026-04-21

MET METLIFE INC37.6K shares0.75%2026-03-312026-04-21

ORCL ORACLE CORP16.9K shares22.13%2026-03-312026-04-21

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND12.5K shares5.80%2026-03-312026-04-21

GGG GRACO INC29.1K shares0.79%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC19.5K shares0.91%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW18.0K shares4.09%2026-03-312026-04-21

ED CONSOLIDATED EDISON INC20.5K shares-6.16%2026-03-312026-04-21

CPRI CAPRI HOLDINGS LIMITED129.8K shares2.72%2026-03-312026-04-21

FNF FIDELITY NATL FINL INC48.9K shares-89.90%2026-03-312026-04-21

MUB ISHARES TR21.1K shares-89.97%2026-03-312026-04-21

Sponsored

CELH CELSIUS HLDGS INC62.0K shares2.06%2026-03-312026-04-21

PFE PFIZER INC77.3K shares14.98%2026-03-312026-04-21

SCHM SCHWAB STRATEGIC TR70.0K shares-6.11%2026-03-312026-04-21

CSCO CISCO SYS INC27.5K shares-0.86%2026-03-312026-04-21

LLY ELI LILLY & CO2.3K shares3.60%2026-03-312026-04-21

ABT ABBOTT LABORATORIES20.4K shares9.93%2026-03-312026-04-21

SHOP SHOPIFY INC17.1K shares2.70%2026-03-312026-04-21

ARGX ARGENX SE2.8K shares2.37%2026-03-312026-04-21

Sponsored

DPZ DOMINOS PIZZA INC5.6K shares5.76%2026-03-312026-04-21

SCHA SCHWAB STRATEGIC TR68.8K shares-3.66%2026-03-312026-04-21

DIS DISNEY WALT CO20.5K shares-89.11%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.0K shares25.74%2026-03-312026-04-21

NKE NIKE INC35.9K shares0.41%2026-03-312026-04-21

LAMR LAMAR ADVERTISING CO14.5K shares-7.38%2026-03-312026-04-21

AMT AMERICAN TOWER CORP9.8K shares2.94%2026-03-312026-04-21

IJR ISHARES TR13.1K shares-9.76%2026-03-312026-04-21

Sponsored

UNH UNITEDHEALTH GROUP INC5.7K shares25.02%2026-03-312026-04-21

TFI SPDR SERIES TRUST33.6K shares-90.19%2026-03-312026-04-21

SMH VANECK ETF TRUST3.9K shares-2.71%2026-03-312026-04-21

HYG ISHARES TR17.9K shares13.72%2026-03-312026-04-21

SCHP SCHWAB STRATEGIC TR52.7K shares13.54%2026-03-312026-04-21

VRTX VERTEX PHARMACEUTICALS INC2.6K shares1.66%2026-03-312026-04-21

MSFT MICROSOFT CORP2.6K shares-0.94%2026-03-312026-04-21

VGIT VANGUARD SCOTTSDALE FDS15.8K shares6.50%2026-03-312026-04-21

Sponsored

SCHD SCHWAB STRATEGIC TR30.3K shares0.00%2026-03-312026-04-21

IXUS ISHARES TR10.6K shares-1.69%2026-03-312026-04-21

XYL XYLEM INC7.3K shares-1.97%2026-03-312026-04-21

MBB ISHARES TR8.5K shares5.34%2026-03-312026-04-21

HZO MARINEMAX INC29.2K shares2.91%2026-03-312026-04-21

CITIGROUP INC CITIGROUP INC7.0K shares0.00%2026-03-312026-04-21

AAPL APPLE INC2.6K shares-1.57%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS4.3K shares0.28%2026-03-312026-04-21

Sponsored

ITW ILLINOIS TOOL WKS INC2.1K shares0.57%2026-03-312026-04-21

SPIB SPDR SERIES TRUST16.1K shares7.51%2026-03-312026-04-21

XOM EXXON MOBIL CORP3.0K shares-7.67%2026-03-312026-04-21

IDV ISHARES TR10.7K shares0.13%2026-03-312026-04-21

TSLA TESLA INC1.2K shares0.00%2026-03-312026-04-21

USB US BANCORP8.1K shares0.00%2026-03-312026-04-21

SCHE SCHWAB STRATEGIC TR12.7K shares-2.11%2026-03-312026-04-21

AMGN AMGEN INC922 shares-1.18%2026-03-312026-04-21

Sponsored

VYMI VANGUARD WHITEHALL FDS3.4K shares0.09%2026-03-312026-04-21

CMI CUMMINS INC550 shares0.73%2026-03-312026-04-21

V VISA INC927 shares0.22%2026-03-312026-04-21

PTLC PACER FDS TR5.1K shares1.05%2026-03-312026-04-21

PTNQ PACER FDS TR3.5K shares0.86%2026-03-312026-04-21

VNQ VANGUARD INDEX FDS2.8K shares0.22%2026-03-312026-04-21

MLPA GLOBAL X FDS4.1K sharesnew addition2026-03-312026-04-21

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II2.7K sharesnew addition2026-03-312026-04-21

Sponsored

IVV

ISHARES TR

3.50%

Shares60.2K

Event2026-03-31

Filed2026-04-21

SCHR

SCHWAB STRATEGIC TR

11.24%

Shares718.9K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

-0.27%

Shares233.5K

Event2026-03-31

Filed2026-04-21

IDUB

ETF SER SOLUTIONS

1.33%

Shares546.1K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

37.46%

Shares73.5K

Event2026-03-31

Filed2026-04-21

SPYD

SPDR SERIES TRUST

-1.70%

Shares242.0K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-16.83%

Shares35.7K

Event2026-03-31

Filed2026-04-21

OSCV

ETF SER SOLUTIONS

-2.67%

Shares231.1K

Event2026-03-31

Filed2026-04-21

VMBS

VANGUARD SCOTTSDALE FDS

14.08%

Shares180.9K

Event2026-03-31

Filed2026-04-21

GUARDANT HEALTH INC

2.94%

Shares79.5K

Event2026-03-31

Filed2026-04-21

SCHX

SCHWAB STRATEGIC TR

-7.05%

Shares278.4K

Event2026-03-31

Filed2026-04-21

NTRA

NATERA INC

1.53%

Shares29.4K

Event2026-03-31

Filed2026-04-21

CIEN

CIENA CORP

-12.35%

Shares15.0K

Event2026-03-31

Filed2026-04-21

PFFD

GLOBAL X FDS

4.47%

Shares314.6K

Event2026-03-31

Filed2026-04-21

GLW

CORNING INC

-4.75%

Shares42.6K

Event2026-03-31

Filed2026-04-21

OKTA

OKTA INC

69.72%

Shares72.2K

Event2026-03-31

Filed2026-04-21

VWO

VANGUARD INTL EQUITY INDEX F

-0.87%

Shares103.2K

Event2026-03-31

Filed2026-04-21

MARVELL TECHNOLOGY INC

-21.94%

Shares55.8K

Event2026-03-31

Filed2026-04-21

PCT

PURECYCLE TECHNOLOGIES INC

4.19%

Shares1.0M

Event2026-03-31

Filed2026-04-21

XYZ

BLOCK INC

18.08%

Shares87.7K

Event2026-03-31

Filed2026-04-21

DRSK

ETF SER SOLUTIONS

20.18%

Shares191.1K

Event2026-03-31

Filed2026-04-21

SCHF

SCHWAB STRATEGIC TR

-5.43%

Shares197.3K

Event2026-03-31

Filed2026-04-21

PHILIP MORRIS INTL INC

0.54%

Shares28.7K

Event2026-03-31

Filed2026-04-21

AMBA

AMBARELLA INC

2.52%

Shares91.4K

Event2026-03-31

Filed2026-04-21

XLE

SELECT SECTOR SPDR TR

-4.14%

Shares75.5K

Event2026-03-31

Filed2026-04-21

MP MATERIALS CORP

3.55%

Shares87.1K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

-3.77%

Shares14.2K

Event2026-03-31

Filed2026-04-21

SNOW

SNOWFLAKE INC

29.24%

Shares27.5K

Event2026-03-31

Filed2026-04-21

HDEF

DBX ETF TR

-90.20%

Shares122.9K

Event2026-03-31

Filed2026-04-21

MELI

MERCADOLIBRE INC

3.19%

Shares2.3K

Event2026-03-31

Filed2026-04-21