Sws Partners Incresed Positions in Q4 2024

Sws Partners

  • $315 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
5.94K
+ 12.44%
$570.51 - $610.59 $3.39M - $3.63M
53.7K $31.6M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
52.6K
+ 31.56%
$43.02 - $47.32 $2.26M - $2.49M
219K $9.49M
GH
Guardant Health, Inc.

Healthcare
37.1K
+ 44.32%
$20.2 - $38.11 $750K - $1.41M
121K $3.69M
SCHR
Schwab Intermediate Term Us Tr

ETFs
271K
+ 136.91%
$24.19 - $50.58 $6.57M - $13.7M
470K $11.4M
NVDA
Nvidia Corp

Technology
4.88K
+ 9.04%
$117.0 - $148.88 $571K - $726K
58.8K $7.9M
OKTA
Okta, Inc.

Technology
12.4K
+ 38.26%
$71.81 - $86.11 $893K - $1.07M
44.9K $3.54M
AMBA
Ambarella Inc

Technology
247
+ 0.37%
$54.22 - $76.22 $13.4K - $18.8K
67.4K $4.9M
RH
Rh

Consumer Cyclical
1.45K
+ 18.31%
$311.9 - $446.04 $453K - $648K
9.39K $3.69M
SNOW
Snowflake Inc.

Technology
2.05K
+ 11.28%
$109.65 - $186.51 $224K - $381K
20.2K $3.12M
CIEN
Ciena Corp

Technology
237
+ 0.63%
$61.45 - $91.14 $14.6K - $21.6K
37.6K $3.19M
XLE
Energy Sector Spdr

ETFs
9.09K
+ 32.4%
$83.32 - $97.27 $758K - $885K
37.2K $3.18M
CFLT
Confluent, Inc.

Technology
14.5K
+ 36.96%
$18.9 - $33.66 $275K - $490K
53.9K $1.51M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
15.3K
+ 33.12%
$51.33 - $53.74 $785K - $822K
61.5K $3.17M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
19.7K
+ 28.98%
$36.54 - $37.53 $719K - $739K
87.6K $3.22M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
44.9K
+ 24.93%
$19.47 - $20.95 $874K - $941K
225K $4.39M
AAPL
Apple Inc.

Technology
2.2K
+ 57.44%
$221.69 - $259.02 $487K - $569K
6.02K $1.51M
PCT
Pure Cycle Technologies, Inc.

Industrials
3K
+ 0.41%
$8.81 - $14.3 $26.5K - $42.9K
737K $7.55M
PINS
Pinterest, Inc.

Communication Services
31.7K
+ 28.16%
$28.24 - $34.15 $896K - $1.08M
144K $4.19M
TSLA
Tesla, Inc.

Consumer Cyclical
980
+ 103.38%
$213.65 - $479.86 $209K - $470K
1.93K $778K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
30.6K
+ 32.88%
$24.04 - $26.75 $735K - $818K
124K $3M
HYG
Ishares Tr

ETFs
5.93K
+ 104.7%
$78.09 - $80.04 $463K - $474K
11.6K $911K
MSFT
Microsoft Corp

Technology
1.07K
+ 49.01%
$406.35 - $454.46 $433K - $484K
3.24K $1.36M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
29.4K
+ 25.48%
$20.55 - $23.26 $603K - $683K
145K $3.04M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
11.8K
+ 11.82%
$45.17 - $47.23 $535K - $559K
112K $5.08M
PM
Philip Morris International Inc.

Consumer Defensive
2.99K
+ 14.09%
$118.38 - $133.06 $354K - $398K
24.2K $2.91M
WMT
Walmart Inc.

Consumer Defensive
378
+ 1.56%
$79.1 - $95.7 $29.9K - $36.2K
24.6K $2.22M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.09K
+ 30.6%
$238.25 - $261.28 $260K - $285K
4.65K $1.13M
NFLX
Netflix Inc

Communication Services
4
+ 0.3%
$687.65 - $936.56 $2.75K - $3.75K
1.33K $1.18M
DIS
Walt Disney CO

Communication Services
156
+ 1.05%
$92.39 - $117.6 $14.4K - $18.3K
15K $1.67M
CSCO
Cisco Systems, Inc.

Technology
1.08K
+ 4.01%
$52.45 - $60.02 $56.5K - $64.7K
28K $1.65M
META
Meta Platforms, Inc.

Communication Services
245
+ 5.87%
$554.08 - $632.68 $136K - $155K
4.42K $2.61M
ACN
Accenture PLC

Technology
481
+ 5.18%
$343.9 - $376.86 $165K - $181K
9.76K $3.43M
GLW
Corning Inc

Technology
147
+ 0.27%
$44.11 - $49.76 $6.48K - $7.31K
54.2K $2.58M
ETN
Eaton Corp PLC

Industrials
329
+ 3.38%
$326.96 - $377.52 $108K - $124K
10.1K $3.34M
MU
Micron Technology Inc

Technology
4.95K
+ 30.8%
$84.16 - $113.41 $416K - $561K
21K $1.77M
ITW
Illinois Tool Works Inc

Industrials
400
+ 23.92%
$253.56 - $278.5 $101K - $111K
2.07K $525K
SCHA
Schwab Strategic Tr Us Small C

ETFs
37K
+ 108.01%
$25.33 - $51.16 $937K - $1.89M
71.2K $1.84M
MPC
Marathon Petroleum Corp

Energy
2.81K
+ 19.0%
$131.65 - $174.84 $369K - $491K
17.6K $2.45M
ABNB
Airbnb, Inc.

Consumer Cyclical
49
+ 0.63%
$125.36 - $147.37 $6.14K - $7.22K
7.84K $1.03M
V
Visa Inc.

Financial Services
1
+ 0.11%
$273.87 - $320.91 $274 - $321
889 $280K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
51.5K
+ 201.23%
$27.54 - $83.04 $1.42M - $4.27M
77K $2.13M
LAMR
Lamar Advertising CO

Real Estate
1.39K
+ 10.04%
$121.37 - $138.11 $169K - $192K
15.3K $1.86M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
23.8K
+ 209.96%
$26.93 - $84.95 $642K - $2.02M
35.2K $961K
PSX
Phillips 66

Energy
2.69K
+ 14.39%
$110.35 - $138.93 $296K - $373K
21.3K $2.43M
XOM
Exxon Mobil Corp

Energy
33
+ 1.1%
$105.51 - $125.37 $3.48K - $4.14K
3.04K $326K
ORCL
Oracle Corp

Technology
236
+ 1.35%
$165.41 - $192.43 $39K - $45.4K
17.7K $2.95M
DPZ
Dominos Pizza Inc

Consumer Cyclical
41
+ 0.98%
$408.59 - $476.19 $16.8K - $19.5K
4.24K $1.78M
AMGN
Amgen Inc

Healthcare
65
+ 7.93%
$258.78 - $328.31 $16.8K - $21.3K
885 $230K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.83K
+ 7.57%
$44.04 - $49.49 $257K - $289K
82.9K $3.65M
Activity Summary
Buys All Purchases 78 New Holdings 11 Increased Positions 67 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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