The Analysis of SWS Partners's Holdings


Currently, SWS Partners holds 121 types of securities in its portfolio with a total value $409.7M. In the most recent quarter, they have increased their positions in TER (+15.9K shares, valued at $2.2M), INTU (+3.0K shares, valued at $2.0M), IDUB (+67.8K shares, valued at $1.6M); decreased their positions in AMZN (-12.3K shares, valued at $2.7M), SNOW (-7.7K shares, valued at $1.7M), CIEN (-9.9K shares, valued at $1.4M); initiated new positions in TER (+15.9K shares, valued at $2.2M), INTU (+3.0K shares, valued at $2.0M), MNDY (+6.2K shares, valued at $1.2M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR57.4K shares0.84%2025-09-302025-10-16history
SCHR SCHWAB STRATEGIC TR624.6K shares8.82%2025-09-302025-10-16history
IJH ISHARES TR227.6K shares2.37%2025-09-302025-10-16history
IDUB ETF SER SOLUTIONS525.8K shares14.80%2025-09-302025-10-16history
SPYD SPDR SERIES TRUST243.7K shares11.52%2025-09-302025-10-16history
NVDA NVIDIA CORPORATION53.5K shares-3.52%2025-09-302025-10-16history
PCT PURECYCLE TECHNOLOGIES INC749.5K shares-5.30%2025-09-302025-10-16history
OSCV ETF SER SOLUTIONS228.4K shares17.48%2025-09-302025-10-16history
Sponsored
GOOGL ALPHABET INC34.7K shares19.22%2025-09-302025-10-16history
SCHX SCHWAB STRATEGIC TR302.4K shares-2.01%2025-09-302025-10-16history
NTRA NATERA INC47.0K shares11.84%2025-09-302025-10-16history
VMBS VANGUARD SCOTTSDALE FDS154.0K shares6.96%2025-09-302025-10-16history
AMBA AMBARELLA INC76.4K shares1.68%2025-09-302025-10-16history
MRVL MARVELL TECHNOLOGY INC71.6K shares1.68%2025-09-302025-10-16history
MP MP MATERIALS CORP89.4K shares-12.99%2025-09-302025-10-16history
GH GUARDANT HEALTH INC94.6K shares1.59%2025-09-302025-10-16history
Sponsored
PFFD GLOBAL X FDS293.7K shares10.65%2025-09-302025-10-16history
VWO VANGUARD INTL EQUITY INDEX F102.3K shares8.92%2025-09-302025-10-16history
MELI MERCADOLIBRE INC2.2K shares31.19%2025-09-302025-10-16history
ORCL ORACLE CORP17.4K shares1.77%2025-09-302025-10-16history
SCHF SCHWAB STRATEGIC TR207.4K shares-1.33%2025-09-302025-10-16history
GLW CORNING INC55.8K shares1.20%2025-09-302025-10-16history
UBER UBER TECHNOLOGIES INC45.4K shares1.79%2025-09-302025-10-16history
JPM JPMORGAN CHASE & CO.14.1K shares3.88%2025-09-302025-10-16history
Sponsored
DRSK ETF SER SOLUTIONS152.6K shares9.58%2025-09-302025-10-16history
SNOW SNOWFLAKE INC18.3K shares-29.57%2025-09-302025-10-16history
PINS PINTEREST INC124.6K shares1.74%2025-09-302025-10-16history
MU MICRON TECHNOLOGY INC23.6K shares-12.94%2025-09-302025-10-16history
HDEF DBX ETF TR129.3K shares9.03%2025-09-302025-10-16history
WFC WELLS FARGO CO NEW45.1K shares5.66%2025-09-302025-10-16history
RH RH18.3K shares1.61%2025-09-302025-10-16history
IGIB ISHARES TR67.1K shares11.60%2025-09-302025-10-16history
Sponsored
USHY ISHARES TR95.9K shares11.95%2025-09-302025-10-16history
BLK BLACKROCK INC3.1K shares3.18%2025-09-302025-10-16history
ETN EATON CORP PLC9.6K shares4.01%2025-09-302025-10-16history
PM PHILIP MORRIS INTL INC22.0K shares3.13%2025-09-302025-10-16history
NET CLOUDFLARE INC16.7K shares-13.34%2025-09-302025-10-16history
SCHH SCHWAB STRATEGIC TR161.6K shares12.37%2025-09-302025-10-16history
XLE SELECT SECTOR SPDR TR39.0K shares11.24%2025-09-302025-10-16history
OKTA OKTA INC37.1K shares22.65%2025-09-302025-10-16history
Sponsored
META META PLATFORMS INC4.5K shares0.33%2025-09-302025-10-16history
APH AMPHENOL CORP NEW26.7K shares2.76%2025-09-302025-10-16history
CFLT CONFLUENT INC164.8K shares18.15%2025-09-302025-10-16history
ANET ARISTA NETWORKS INC22.0K shares1.46%2025-09-302025-10-16history
AMZN AMAZON COM INC14.5K shares-45.90%2025-09-302025-10-16history
XYZ BLOCK INC43.7K shares1.56%2025-09-302025-10-16history
GD GENERAL DYNAMICS CORP9.0K shares3.58%2025-09-302025-10-16history
ABBV ABBVIE INC13.0K shares3.34%2025-09-302025-10-16history
Sponsored
WMT WALMART INC28.9K shares3.44%2025-09-302025-10-16history
NOW SERVICENOW INC3.2K shares17.90%2025-09-302025-10-16history
FNF FIDELITY NATIONAL FINANCIAL48.4K shares4.24%2025-09-302025-10-16history
CIEN CIENA CORP19.9K shares-33.26%2025-09-302025-10-16history
SW SMURFIT WESTROCK PLC66.9K shares4.78%2025-09-302025-10-16history
MPC MARATHON PETE CORP14.4K shares5.63%2025-09-302025-10-16history
MET METLIFE INC33.6K shares6.37%2025-09-302025-10-16history
ABT ABBOTT LABS20.4K shares5.38%2025-09-302025-10-16history
Sponsored
PSX PHILLIPS 6619.6K shares5.41%2025-09-302025-10-16history
ACN ACCENTURE PLC IRELAND10.5K shares9.20%2025-09-302025-10-16history
DXCM DEXCOM INC38.1K shares100.23%2025-09-302025-10-16history
NKE NIKE INC36.5K shares1.85%2025-09-302025-10-16history
CPRI CAPRI HOLDINGS LIMITED126.4K shares1.38%2025-09-302025-10-16history
SHOP SHOPIFY INC16.7K shares1.02%2025-09-302025-10-16history
ARGX ARGENX SE3.3K shares1.50%2025-09-302025-10-16history
GGG GRACO INC26.9K shares5.88%2025-09-302025-10-16history
Sponsored
MUB ISHARES TR20.9K shares0.48%2025-09-302025-10-16history
SCHM SCHWAB STRATEGIC TR74.4K shares-1.06%2025-09-302025-10-16history
TER TERADYNE INC15.9K sharesnew addition2025-09-302025-10-16history
CELH CELSIUS HLDGS INC37.5K shares1.34%2025-09-302025-10-16history
DPZ DOMINOS PIZZA INC4.9K shares6.07%2025-09-302025-10-16history
DUK DUKE ENERGY CORP NEW16.8K shares4.25%2025-09-302025-10-16history
INTU INTUIT3.0K sharesnew addition2025-09-302025-10-16history
PFE PFIZER INC79.1K shares5.31%2025-09-302025-10-16history
Sponsored
SCHA SCHWAB STRATEGIC TR71.8K shares1.09%2025-09-302025-10-16history
CSCO CISCO SYS INC28.8K shares4.74%2025-09-302025-10-16history
DIS DISNEY WALT CO17.0K shares6.21%2025-09-302025-10-16history
LYB LYONDELLBASELL INDUSTRIES N37.6K shares9.21%2025-09-302025-10-16history
ED CONSOLIDATED EDISON INC17.7K shares4.47%2025-09-302025-10-16history
MRK MERCK & CO INC20.9K shares4.64%2025-09-302025-10-16history
NFLX NETFLIX INC1.4K shares1.33%2025-09-302025-10-16history
IJR ISHARES TR14.6K shares-0.99%2025-09-302025-10-16history
Sponsored
LAMR LAMAR ADVERTISING CO NEW14.1K shares5.88%2025-09-302025-10-16history
ABNB AIRBNB INC14.2K shares1.16%2025-09-302025-10-16history
AMT AMERICAN TOWER CORP NEW86.8K shares972.42%2025-09-302025-10-16history
TFI SPDR SERIES TRUST35.6K shares0.20%2025-09-302025-10-16history
UNH UNITEDHEALTH GROUP INC4.3K shares7.19%2025-09-302025-10-16history
SMH VANECK ETF TRUST4.4K shares-4.39%2025-09-302025-10-16history
KMB KIMBERLY-CLARK CORP10.9K shares4.53%2025-09-302025-10-16history
MSFT MICROSOFT CORP2.6K shares-15.90%2025-09-302025-10-16history
Sponsored
GDDY GODADDY INC9.4K shares40.89%2025-09-302025-10-16history
HYG ISHARES TR15.4K shares7.04%2025-09-302025-10-16history
SCHP SCHWAB STRATEGIC TR44.7K shares7.38%2025-09-302025-10-16history
MNDY MONDAY COM LTD6.2K sharesnew addition2025-09-302025-10-16history
BRK.B BERKSHIRE HATHAWAY INC DEL2.4K shares-48.87%2025-09-302025-10-16history
XYL XYLEM INC7.3K shares1.37%2025-09-302025-10-16history
CMCSA COMCAST CORP NEW32.3K shares4.67%2025-09-302025-10-16history
VRTX VERTEX PHARMACEUTICALS INC2.5K shares1.45%2025-09-302025-10-16history
Sponsored
IXUS ISHARES TR11.0K shares-2.22%2025-09-302025-10-16history
STZ CONSTELLATION BRANDS INC6.7K shares5.20%2025-09-302025-10-16history
VGIT VANGUARD SCOTTSDALE FDS14.8K shares0.07%2025-09-302025-10-16history
SCHD SCHWAB STRATEGIC TR30.3K shares-3.66%2025-09-302025-10-16history
MBB ISHARES TR8.0K shares0.09%2025-09-302025-10-16history
C CITIGROUP INC7.1K sharesnew addition2025-09-302025-10-16history
AAPL APPLE INC2.6K shares-29.20%2025-09-302025-10-16history
VYM VANGUARD WHITEHALL FDS4.4K shares-0.23%2025-09-302025-10-16history
Sponsored
HZO MARINEMAX INC23.0K shares3.59%2025-09-302025-10-16history
ITW ILLINOIS TOOL WKS INC2.1K shares0.53%2025-09-302025-10-16history
SPIB SPDR SERIES TRUST15.8K shares-4.69%2025-09-302025-10-16history
SCHE SCHWAB STRATEGIC TR13.2K shares-1.23%2025-09-302025-10-16history
IDV ISHARES TR10.9K shares0.28%2025-09-302025-10-16history
USB US BANCORP DEL8.1K sharesnew addition2025-09-302025-10-16history
XOM EXXON MOBIL CORP3.2K shares0.84%2025-09-302025-10-16history
V VISA INC1.0K shares-2.42%2025-09-302025-10-16history
Sponsored
VYMI VANGUARD WHITEHALL FDS4.0K shares0.10%2025-09-302025-10-16history
TSLA TESLA INC701 shares-45.15%2025-09-302025-10-16history
PTLC PACER FDS TR5.1K shares0.00%2025-09-302025-10-16history
PTNQ PACER FDS TR3.5K shares0.03%2025-09-302025-10-16history
AMGN AMGEN INC932 shares-1.17%2025-09-302025-10-16history
VNQ VANGUARD INDEX FDS2.9K shares0.25%2025-09-302025-10-16history
IYW ISHARES TR1.3K shares0.08%2025-09-302025-10-16history
CMI CUMMINS INC546 sharesnew addition2025-09-302025-10-16history
Sponsored
MLPA GLOBAL X FDS4.4K shares0.00%2025-09-302025-10-16history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available