$157 Million is the total value of SWS Partners's 120 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON.COM INC | 25 | Q2 2024 | 4.7% |
| ALPHABET INC. CLASS A | 25 | Q2 2024 | 3.9% |
| ACCENTURE PLC IRELAND | 25 | Q2 2024 | 2.8% |
| EATON CORP PLC F | 25 | Q2 2024 | 2.0% |
| MERCK & CO. INC. | 25 | Q2 2024 | 2.6% |
| JPMORGAN CHASE & CO. | 25 | Q2 2024 | 2.4% |
| Meta Platforms Inc Class A | 25 | Q2 2024 | 3.6% |
| CISCO SYSTEMS INC | 25 | Q2 2024 | 1.8% |
| SQUARE INC CLASS A | 25 | Q2 2024 | 1.5% |
| APPLE INC | 24 | Q2 2024 | 5.8% |
View SWS Partners's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-14 |
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-09 |
| 13F-HR/A | 2023-08-17 |
| 13F-HR/A | 2023-08-10 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-01-30 |
View SWS Partners's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.