Sws Partners Top Holdings and 13F Report (2023) About Sws PartnersInvestment ActivitySws Partners has $330.24 million in total holdings as of June 30, 2023.Sws Partners owns shares of 117 different stocks, but just 59 companies or ETFs make up 80% of its holdings.About 0.00% of the portfolio was sold this quarter.This quarter, Sws Partners has purchased 118 new stocks and bought additional shares in 0 stocks.Sws Partners sold shares of 52 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $31,596,771iShares Core S&P Mid-Cap ETF $12,714,435Schwab Intermediate-Term U.S. Treasury ETF $11,408,973SPDR Portfolio S&P 500 High Dividend ETF $9,485,673Natera $8,150,075 Largest Sales this Quarter BLACKROCK INC 1 shares (about $1.03K)iShares Core S&P 500 ETF 1 shares (about $588.69)UnitedHealth Group 1 shares (about $505.96)Visa 1 shares (about $316.30)Amgen 1 shares (about $260.87) Sector Allocation Over TimeMap of 500 Largest Holdings ofSws Partners Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$31,596,771$589 ▼0.0%53,6739.6%ETFIJHiShares Core S&P Mid-Cap ETF$12,714,4350.0%204,0513.9%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$11,408,9730.0%469,6983.5%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$9,485,673$43 ▼0.0%219,3722.9%ETFNTRANatera$8,150,0750.0%51,4852.5%MedicalNVDANVIDIA$7,898,5470.0%58,8172.4%Computer and TechnologyPURECYCLE TECHNOLOGIES INC$7,551,500$10 ▼0.0%736,7312.3%COMSCHXSchwab US Large-Cap ETF$7,199,680$23 ▼0.0%310,5982.2%ETFAMZNAmazon.com$6,275,7430.0%28,6051.9%Retail/WholesaleIDUBAptus International Enhanced Yield ETF$6,034,808$20 ▼0.0%300,3881.8%ETFMRVLMarvell Technology$5,919,2700.0%53,5921.8%Computer and TechnologySCHFSchwab International Equity ETF$5,634,742$19 ▼0.0%304,5801.7%ETFVMBSVanguard Mortgage-Backed Securities ETF$5,079,237$45 ▼0.0%112,0251.5%ETFAMBAAmbarella$4,903,2570.0%67,4081.5%Computer and TechnologyPFFDGlobal X U.S. Preferred ETF$4,413,410$20 ▼0.0%225,0351.3%ETFPINSPinterest$4,186,545$29 ▼0.0%144,3631.3%Computer and TechnologyTFISPDR Nuveen Barclays Municipal Bond ETF$4,153,554$46 ▼0.0%91,0461.3%FinanceOSCVOpus Small Cap Value Plus ETF$4,072,1320.0%110,0871.2%ETFRHRH$3,694,6290.0%9,3871.1%Consumer StaplesGHGuardant Health$3,693,1280.0%120,8881.1%MedicalVWOVanguard FTSE Emerging Markets ETF$3,649,894$44 ▼0.0%82,8761.1%ETFOKTAOkta$3,539,370$79 ▼0.0%44,9151.1%Computer and TechnologyACNAccenture$3,434,8770.0%9,7641.0%Computer and TechnologyJPMJPMorgan Chase & Co.$3,428,302$240 ▼0.0%14,3011.0%FinanceSMURFIT WESTROCK PLC$3,420,5620.0%63,5081.0%SHSETNEaton$3,339,6070.0%10,0631.0%IndustrialsUBERUber Technologies$3,251,823$60 ▼0.0%53,9091.0%Computer and TechnologyUSHYiShares Broad USD High Yield Corporate Bond ETF$3,224,0340.0%87,6331.0%ETFWFCWells Fargo & Company$3,209,109$70 ▼0.0%45,6871.0%FinanceBLACKROCK INC$3,192,893$1,025 ▼0.0%3,1141.0%COMCIENCiena$3,188,0920.0%37,5911.0%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$3,183,348$86 ▼0.0%37,1621.0%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$3,166,004$52 ▼0.0%61,4631.0%ManufacturingSNOWSnowflake$3,115,4340.0%20,1760.9%Computer and TechnologySCHHSchwab U.S. REIT ETF$3,044,3490.0%144,5560.9%ETFHDEFXtrackers MSCI EAFE High Dividend Yield Equity ETF$3,001,604$24 ▼0.0%123,5730.9%ETFNETCloudflare$2,962,8370.0%27,5150.9%Computer and TechnologyORCLOracle$2,953,623$167 ▼0.0%17,7240.9%Computer and TechnologyPMPhilip Morris International$2,945,1230.0%24,2060.9%Consumer StaplesBLOCK INC$2,831,9510.0%33,3210.9%CL AMUBiShares National Muni Bond ETF$2,792,647$107 ▼0.0%26,2090.8%ETFGOOGLAlphabet$2,691,7340.0%14,2190.8%Computer and TechnologyFNFFidelity National Financial$2,661,300$56 ▼0.0%47,4040.8%FinanceMETMetLife$2,650,6450.0%32,3720.8%FinanceDRSKAptus Defined Risk ETF$2,633,6430.0%96,0130.8%ETFMETAMeta Platforms$2,588,0790.0%4,4200.8%Computer and TechnologyGLWCorning$2,575,149$48 ▼0.0%54,1900.8%Computer and TechnologyABBVAbbVie$2,566,630$178 ▼0.0%14,4430.8%MedicalMPMP Materials$2,535,0510.0%162,5030.8%Basic MaterialsIJRiShares Core S&P Small-Cap ETF$2,530,686$115 ▼0.0%21,9630.8%ETFMPCMarathon Petroleum$2,452,0370.0%17,5770.7%EnergyPSXPhillips 66$2,432,1110.0%21,3470.7%EnergyMELIMercadoLibre$2,420,0350.0%1,4230.7%Retail/WholesaleABTAbbott Laboratories$2,363,1120.0%20,8920.7%MedicalARISTA NETWORKS INC$2,255,361$111 ▼0.0%20,4040.7%COM SHSWMTWalmart$2,228,0090.0%24,6040.7%Retail/WholesaleTPRTapestry$2,226,315$65 ▼0.0%34,0770.7%Retail/WholesaleSCHMSchwab U.S. Mid-Cap ETF$2,134,5860.0%77,0330.6%ETFPFEPfizer$2,092,048$27 ▼0.0%78,8550.6%MedicalUPSUnited Parcel Service$2,084,428$126 ▼0.0%16,5290.6%TransportationMTCHMatch Group$2,061,833$33 ▼0.0%63,0330.6%Retail/WholesaleGDGeneral Dynamics$2,036,0060.0%7,7270.6%AerospaceLYBLyondellBasell Industries$2,008,912$74 ▼0.0%27,0480.6%Basic MaterialsMRKMerck & Co., Inc.$1,968,123$100 ▼0.0%19,6230.6%MedicalUNHUnitedHealth Group$1,955,531$506 ▼0.0%3,8650.6%MedicalDUKDuke Energy$1,871,5980.0%17,3710.6%UtilitiesLAMRLamar Advertising$1,858,0310.0%15,2620.6%FinanceSCHASchwab US Small-Cap ETF$1,841,2670.0%71,2010.6%ETFEDConsolidated Edison$1,834,797$89 ▼0.0%20,5620.6%UtilitiesAPHAmphenol$1,799,0450.0%25,8390.5%Computer and TechnologyDOMINOS PIZZA INC$1,781,0620.0%4,2430.5%COMMUMicron Technology$1,769,620$84 ▼0.0%20,9970.5%Computer and TechnologyAMTAmerican Tower$1,685,996$185 ▼0.0%9,1120.5%FinanceDISWalt Disney$1,677,281$112 ▼0.0%14,9960.5%Consumer DiscretionaryCSCOCisco Systems$1,654,7220.0%27,9510.5%Computer and TechnologySHOPShopify$1,622,232$106 ▼0.0%15,2560.5%Computer and TechnologyNOWServiceNow$1,606,0810.0%1,5150.5%Computer and TechnologyAAPLApple$1,507,979$250 ▼0.0%6,0210.5%Computer and TechnologyCFLTConfluent$1,507,0990.0%53,9020.5%Computer and TechnologyCPRICapri$1,468,321$21 ▼0.0%69,7200.4%Retail/WholesaleKMBKimberly-Clark$1,420,312$132 ▼0.0%10,7400.4%Consumer StaplesSTZConstellation Brands$1,417,422$221 ▼0.0%6,4130.4%Consumer StaplesMSFTMicrosoft$1,364,9190.0%3,2380.4%Computer and TechnologyCMCSAComcast$1,357,4630.0%36,1700.4%Consumer DiscretionaryVRTXVertex Pharmaceuticals$1,315,6200.0%3,2670.4%MedicalWDAYWorkday$1,303,3090.0%5,0510.4%Computer and TechnologyBRK.BBerkshire Hathaway$1,277,3430.0%2,8180.4%FinanceNFLXNetflix$1,182,7810.0%1,3270.4%Consumer DiscretionarySMHVanEck Semiconductor ETF$1,126,5770.0%4,6520.3%ManufacturingABNBAirbnb$1,029,9910.0%7,8380.3%Consumer DiscretionarySCHDSchwab US Dividend Equity ETF$961,4020.0%35,1900.3%ETFVGITVanguard Intermediate-Term Treasury Index ETF$947,1400.0%16,3300.3%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$911,393$79 ▼0.0%11,5870.3%ETFAMATApplied Materials$897,2400.0%5,5170.3%Computer and TechnologySPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$861,7660.0%26,3050.3%ETFMBBiShares MBS ETF$853,3570.0%9,3080.3%ETFIXUSiShares Core MSCI Total International Stock ETF$802,446$66 ▼0.0%12,1320.2%ManufacturingXYLXylem$788,185$116 ▼0.0%6,7930.2%Business ServicesTSLATesla$778,6030.0%1,9280.2%Auto/Tires/TrucksISRGIntuitive Surgical$685,8570.0%1,3140.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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