The Analysis of SWS Partners's Holdings

Currently, SWS Partners holds 115 types of securities in its portfolio with a total value $414.3M. In the most recent quarter, they have increased their positions in HDEF (+1.1M shares, valued at $3.5M), N/A (+8.2K shares, valued at $2.6M), LLY (+2.2K shares, valued at $2.4M); decreased their positions in AMT (-77.3K shares, valued at $13.7M), NTRA (-18.1K shares, valued at $4.1M), MU (-7.3K shares, valued at $2.1M); initiated new positions in LLY (+2.2K shares, valued at $2.4M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR58.1K shares1.35%2025-12-312026-01-16

SCHR SCHWAB STRATEGIC TR646.3K shares3.48%2025-12-312026-01-16

IJH ISHARES TR234.1K shares2.86%2025-12-312026-01-16

ALPHABET INC ALPHABET INC42.9K shares23.49%2025-12-312026-01-16

IDUB ETF SER SOLUTIONS538.9K shares2.50%2025-12-312026-01-16

SPYD SPDR SERIES TRUST246.2K shares1.05%2025-12-312026-01-16

NVDA NVIDIA CORPORATION53.5K shares-0.07%2025-12-312026-01-16

OSCV ETF SER SOLUTIONS237.5K shares3.96%2025-12-312026-01-16

Sponsored

PCT PURECYCLE TECHNOLOGIES INC988.5K shares31.88%2025-12-312026-01-16

SCHX SCHWAB STRATEGIC TR299.6K shares-0.95%2025-12-312026-01-16

GH GUARDANT HEALTH INC77.2K shares-18.35%2025-12-312026-01-16

VMBS VANGUARD SCOTTSDALE FDS158.6K shares3.00%2025-12-312026-01-16

NTRA NATERA INC29.0K shares-38.40%2025-12-312026-01-16

AMBA AMBARELLA INC89.2K shares16.72%2025-12-312026-01-16

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC71.5K shares-0.24%2025-12-312026-01-16

PFFD GLOBAL X FDS301.1K shares2.52%2025-12-312026-01-16

Sponsored

VWO VANGUARD INTL EQUITY INDEX F104.1K shares1.80%2025-12-312026-01-16

SCHF SCHWAB STRATEGIC TR208.6K shares0.56%2025-12-312026-01-16

XYZ BLOCK INC74.2K shares69.78%2025-12-312026-01-16

JPM JPMORGAN CHASE & CO.14.8K shares4.85%2025-12-312026-01-16

SNOW SNOWFLAKE INC21.3K shares16.56%2025-12-312026-01-16

MU MICRON TECHNOLOGY INC16.3K shares-30.95%2025-12-312026-01-16

PM PHILIP MORRIS INTL INC28.6K shares29.54%2025-12-312026-01-16

WFC WELLS FARGO CO NEW48.9K shares8.49%2025-12-312026-01-16

Sponsored

DRSK ETF SER SOLUTIONS159.0K shares4.22%2025-12-312026-01-16

MELI MERCADOLIBRE INC2.2K shares-0.50%2025-12-312026-01-16

MP MP MATERIALS CORP84.1K shares-5.98%2025-12-312026-01-16

RH RH22.6K shares23.27%2025-12-312026-01-16

CIEN CIENA CORP17.1K shares-14.02%2025-12-312026-01-16

GLW CORNING INC44.7K shares-19.88%2025-12-312026-01-16

HDEF DBX ETF TR1.3M shares870.30%2025-12-312026-01-16

PINS PINTEREST INC148.8K shares19.41%2025-12-312026-01-16

Sponsored

UBER UBER TECHNOLOGIES INC45.3K shares-0.28%2025-12-312026-01-16

DXCM DEXCOM INC55.6K shares45.82%2025-12-312026-01-16

OKTA OKTA INC42.5K shares14.65%2025-12-312026-01-16

USHY ISHARES TR97.8K shares1.94%2025-12-312026-01-16

IGIB ISHARES TR67.9K shares1.12%2025-12-312026-01-16

XLE SELECT SECTOR SPDR TR78.7K shares101.93%2025-12-312026-01-16

SCHH SCHWAB STRATEGIC TR167.6K shares3.75%2025-12-312026-01-16

NET CLOUDFLARE INC16.6K shares-0.45%2025-12-312026-01-16

Sponsored

APH AMPHENOL CORP NEW24.2K shares-9.28%2025-12-312026-01-16

WMT WALMART INC29.2K shares1.05%2025-12-312026-01-16

AMZN AMAZON COM INC14.1K shares-3.24%2025-12-312026-01-16

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND11.8K shares13.15%2025-12-312026-01-16

BLACKROCK INC BLACKROCK INC2.9K shares-6.45%2025-12-312026-01-16

CPRI CAPRI HOLDINGS LIMITED126.3K shares-0.03%2025-12-312026-01-16

TER TERADYNE INC15.7K shares-1.11%2025-12-312026-01-16

META META PLATFORMS INC4.6K shares1.08%2025-12-312026-01-16

Sponsored

MET METLIFE INC37.4K shares11.36%2025-12-312026-01-16

ARISTA NETWORKS INC ARISTA NETWORKS INC21.9K shares-0.24%2025-12-312026-01-16

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP8.4K shares-6.46%2025-12-312026-01-16

EATON CORP PLC EATON CORP PLC8.9K shares-7.44%2025-12-312026-01-16

CELH CELSIUS HLDGS INC60.8K shares61.81%2025-12-312026-01-16

ORCL ORACLE CORP13.9K shares-20.49%2025-12-312026-01-16

ABBV ABBVIE INC11.8K shares-9.08%2025-12-312026-01-16

SHOP SHOPIFY INC16.6K shares-0.67%2025-12-312026-01-16

Sponsored

FNF FIDELITY NATIONAL FINANCIAL483.6K shares900.01%2025-12-312026-01-16

PSX PHILLIPS 6619.5K shares-0.31%2025-12-312026-01-16

INTU INTUIT3.8K shares27.12%2025-12-312026-01-16

NOW SERVICENOW INC16.0K shares399.06%2025-12-312026-01-16

MNDY MONDAY COM LTD16.2K shares162.72%2025-12-312026-01-16

SW SMURFIT WESTROCK PLC61.8K shares-7.66%2025-12-312026-01-16

LLY ELI LILLY & CO2.2K sharesnew addition2025-12-312026-01-16

GGG GRACO INC28.9K shares7.37%2025-12-312026-01-16

Sponsored

ABT ABBOTT LABS18.6K shares-9.00%2025-12-312026-01-16

NKE NIKE INC35.8K shares-2.01%2025-12-312026-01-16

ARGX ARGENX SE2.7K shares-18.77%2025-12-312026-01-16

MUB ISHARES TR210.3K shares906.36%2025-12-312026-01-16

SCHM SCHWAB STRATEGIC TR74.5K shares0.10%2025-12-312026-01-16

DPZ DOMINOS PIZZA INC5.3K shares7.86%2025-12-312026-01-16

ED CONSOLIDATED EDISON INC21.9K shares23.74%2025-12-312026-01-16

MPC MARATHON PETE CORP13.3K shares-7.92%2025-12-312026-01-16

Sponsored

DIS DISNEY WALT CO187.8K shares1006.86%2025-12-312026-01-16

CSCO CISCO SYS INC27.7K shares-3.88%2025-12-312026-01-16

MERCK & CO INC MERCK & CO INC19.3K shares-7.71%2025-12-312026-01-16

SCHA SCHWAB STRATEGIC TR71.4K shares-0.49%2025-12-312026-01-16

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW17.3K shares3.28%2025-12-312026-01-16

LAMR LAMAR ADVERTISING CO NEW15.6K shares10.62%2025-12-312026-01-16

IJR ISHARES TR14.5K shares-0.34%2025-12-312026-01-16

GDDY GODADDY INC13.6K shares44.58%2025-12-312026-01-16

Sponsored

AMT AMERICAN TOWER CORP NEW9.5K shares-89.02%2025-12-312026-01-16

PFE PFIZER INC67.2K shares-15.00%2025-12-312026-01-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.2K shares35.01%2025-12-312026-01-16

TFI SPDR SERIES TRUST342.1K shares860.04%2025-12-312026-01-16

UNH UNITEDHEALTH GROUP INC4.5K shares4.90%2025-12-312026-01-16

SMH VANECK ETF TRUST4.1K shares-8.88%2025-12-312026-01-16

MSFT MICROSOFT CORP2.6K shares1.03%2025-12-312026-01-16

HYG ISHARES TR15.7K shares1.74%2025-12-312026-01-16

Sponsored

SCHP SCHWAB STRATEGIC TR46.4K shares3.88%2025-12-312026-01-16

VRTX VERTEX PHARMACEUTICALS INC2.5K shares0.52%2025-12-312026-01-16

STZ CONSTELLATION BRANDS INC76.9K shares1042.48%2025-12-312026-01-16

XYL XYLEM INC7.4K shares1.12%2025-12-312026-01-16

KMB KIMBERLY-CLARK CORP9.7K shares-11.08%2025-12-312026-01-16

IXUS ISHARES TR10.8K shares-1.79%2025-12-312026-01-16

VGIT VANGUARD SCOTTSDALE FDS14.8K shares0.37%2025-12-312026-01-16

SCHD SCHWAB STRATEGIC TR30.3K shares0.00%2025-12-312026-01-16

Sponsored

CITIGROUP INC CITIGROUP INC7.0K shares-1.37%2025-12-312026-01-16

MBB ISHARES TR8.0K shares0.05%2025-12-312026-01-16

AAPL APPLE INC2.7K shares3.69%2025-12-312026-01-16

HZO MARINEMAX INC28.4K shares23.61%2025-12-312026-01-16

VYM VANGUARD WHITEHALL FDS4.3K shares-2.61%2025-12-312026-01-16

ITW ILLINOIS TOOL WKS INC2.1K shares0.57%2025-12-312026-01-16

TSLA TESLA INC1.2K shares64.19%2025-12-312026-01-16

SPIB SPDR SERIES TRUST15.0K shares-4.80%2025-12-312026-01-16

Sponsored

USB US BANCORP DEL8.1K shares0.00%2025-12-312026-01-16

SCHE SCHWAB STRATEGIC TR13.0K shares-1.65%2025-12-312026-01-16

IDV ISHARES TR10.7K shares-1.55%2025-12-312026-01-16

XOM EXXON MOBIL CORP3.3K shares0.84%2025-12-312026-01-16

V VISA INC925 shares-8.33%2025-12-312026-01-16

VYMI VANGUARD WHITEHALL FDS3.4K shares-15.30%2025-12-312026-01-16

AMGN AMGEN INC933 shares0.11%2025-12-312026-01-16

PTLC PACER FDS TR5.1K shares0.00%2025-12-312026-01-16

Sponsored

CMI CUMMINS INC546 shares0.00%2025-12-312026-01-16

PTNQ PACER FDS TR3.5K shares0.00%2025-12-312026-01-16

VNQ VANGUARD INDEX FDS2.8K shares-3.37%2025-12-312026-01-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available