$161 Million is the total value of SWS Partners's 84 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TSLA | Tesla Inc | $378,000 | +13.9% | 488 | 0.0% | 0.23% | +8.3% | |
BRKB | Berkshire Hathawaycl b new | $360,000 | -1.9% | 1,320 | 0.0% | 0.22% | -6.7% | |
V | Visa Inccl a | $230,000 | -5.0% | 1,034 | 0.0% | 0.14% | -8.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-08
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
AMAZON.COM INC | 22 | Q3 2023 | 4.7% |
ALPHABET INC. CLASS A | 22 | Q3 2023 | 3.9% |
ACCENTURE PLC F CLASS A | 22 | Q3 2023 | 2.8% |
MERCK & CO. INC. | 22 | Q3 2023 | 2.6% |
EATON CORP PLC F | 22 | Q3 2023 | 2.0% |
Meta Platforms Inc Class A | 22 | Q3 2023 | 3.6% |
JPMORGAN CHASE & CO | 22 | Q3 2023 | 2.4% |
CISCO SYSTEMS INC | 22 | Q3 2023 | 1.8% |
SQUARE INC CLASS A | 22 | Q3 2023 | 1.5% |
APPLE INC | 21 | Q3 2023 | 5.8% |
View SWS Partners's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-11-09 |
13F-HR | 2022-07-28 |
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.