$176 Million is the total value of SWS Partners's 73 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-25
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.