Sws Partners Purchases in Q4 2025

Sws Partners

  • $523 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
1.13M
+ 870.3%
$29.26 - $30.54 $32.9M - $34.4M
1.25M $38.1M
FNF
Fidelity National Financial, Inc.

Financial Services
435K
+ 900.01%
$54.56 - $60.34 $23.7M - $26.3M
484K $28.2M
MUB
Ishares National Muni Bond ETF

ETFs
189K
+ 906.36%
$106.36 - $107.61 $20.1M - $20.4M
210K $22.5M
DIS
Walt Disney CO

Communication Services
171K
+ 1006.86%
$105.69 - $116.65 $18.1M - $19.9M
188K $19.9M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
306K
+ 860.04%
$45.48 - $45.92 $13.9M - $14.1M
342K $15.6M
NOW
Service Now, Inc.

Technology
12.8K
+ 399.06%
$835.79 - $946.29 $10.7M - $12.1M
16K $13.4M
STZ
Constellation Brands, Inc.

Consumer Defensive
70.2K
+ 1042.48%
$127.65 - $142.97 $8.96M - $10M
76.9K $9.94M
XLE
Energy Sector Spdr

ETFs
39.7K
+ 101.93%
$85.22 - $92.02 $3.39M - $3.66M
78.7K $7.24M
GOOGL
Alphabet Inc.

Communication Services
8.16K
+ 23.49%
$236.57 - $291.31 $1.93M - $2.38M
42.9K $11.9M
LLY
Eli Lilly & CO

Healthcare
2.22K
New
$799.57 - $1025.28 $1.78M - $2.28M
2.22K $2.27M
AMBA
Ambarella Inc

Technology
12.8K
+ 16.72%
$72.88 - $95.51 $931K - $1.22M
89.2K $7.83M
MNDY
Monday.Com Ltd.

Technology
10K
+ 162.72%
$159.11 - $205.24 $1.6M - $2.06M
16.2K $2.6M
SNOW
Snowflake Inc.

Technology
3.03K
+ 16.56%
$230.55 - $277.14 $697K - $838K
21.3K $5.47M
IVV
Ishares Core S&P 500 ETF

ETFs
773
+ 1.35%
$656.2 - $690.71 $507K - $534K
58.1K $39.3M
PM
Philip Morris International Inc.

Consumer Defensive
6.51K
+ 29.54%
$144.33 - $160.86 $940K - $1.05M
28.6K $4.36M
DXCM
Dexcom Inc

Healthcare
17.5K
+ 45.82%
$54.84 - $71.06 $957K - $1.24M
55.6K $3.23M
SCHR
Schwab Intermediate Term Us Tr

ETFs
21.7K
+ 3.48%
$25.03 - $25.34 $544K - $551K
646K $16.2M
GDDY
Go Daddy Inc.

Technology
4.2K
+ 44.58%
$126.57 - $137.19 $532K - $576K
13.6K $1.77M
ED
Consolidated Edison Inc

Utilities
4.2K
+ 23.74%
$96.11 - $102.39 $404K - $430K
21.9K $2.23M
CELH
Celsius Holdings, Inc.

Consumer Defensive
23.2K
+ 61.81%
$41.52 - $64.86 $964K - $1.51M
60.8K $2.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
823
+ 35.01%
$475.68 - $513.11 $391K - $422K
3.17K $1.62M
INTU
Intuit Inc

Technology
804
+ 27.12%
$641.79 - $683.39 $516K - $549K
3.77K $2.43M
WFC
Wells Fargo & Company

Financial Services
3.83K
+ 8.49%
$77.62 - $87.3 $297K - $334K
48.9K $4.08M
LAMR
Lamar Advertising CO

Real Estate
1.5K
+ 10.62%
$116.11 - $129.63 $174K - $195K
15.6K $2.03M
ACN
Accenture PLC

Technology
1.38K
+ 13.15%
$234.02 - $253.35 $322K - $349K
11.8K $2.86M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.62K
+ 3.0%
$46.85 - $47.44 $216K - $219K
159K $7.45M
DRSK
ETF Ser Solutions Aptus Define

ETFs
6.44K
+ 4.22%
$28.98 - $29.71 $187K - $191K
159K $4.61M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.52K
+ 2.86%
$63.25 - $66.24 $412K - $432K
234K $15M
MET
Metlife Inc

Financial Services
3.81K
+ 11.36%
$75.97 - $82.89 $289K - $316K
37.4K $2.94M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.84K
+ 1.8%
$52.54 - $55.77 $96.8K - $103K
104K $5.71M
OKTA
Okta, Inc.

Technology
5.44K
+ 14.65%
$83.76 - $94.92 $455K - $516K
42.5K $3.57M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.17K
+ 0.56%
$23.02 - $24.23 $26.8K - $28.2K
209K $4.99M
TSLA
Tesla, Inc.

Consumer Cyclical
450
+ 64.19%
$401.99 - $468.37 $181K - $211K
1.15K $470K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
13
+ 0.52%
$402.9 - $437.15 $5.24K - $5.68K
2.53K $1.1M
DUK
Duke Energy Corp

Utilities
550
+ 3.28%
$121.57 - $129.03 $66.9K - $71K
17.3K $2.17M
HZO
Marinemax Inc

Consumer Cyclical
5.42K
+ 23.61%
$22.56 - $28.14 $122K - $153K
28.4K $659K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
6.06K
+ 3.75%
$20.85 - $21.86 $126K - $132K
168K $3.55M
AAPL
Apple Inc.

Technology
95
+ 3.69%
$245.27 - $275.25 $23.3K - $26.1K
2.67K $714K
AMGN
Amgen Inc

Healthcare
1
+ 0.11%
$290.13 - $341.71 $290 - $342
933 $318K
DPZ
Dominos Pizza Inc

Consumer Cyclical
386
+ 7.86%
$398.46 - $431.24 $154K - $166K
5.3K $2.17M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.73K
+ 3.88%
$26.75 - $27.15 $46.3K - $47K
46.4K $1.24M
GGG
Graco Inc

Industrials
1.98K
+ 7.37%
$80.15 - $84.86 $159K - $168K
28.9K $2.32M
WMT
Walmart Inc.

Consumer Defensive
303
+ 1.05%
$101.18 - $109.03 $30.7K - $33K
29.2K $3.01M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.86K
+ 1.94%
$37.19 - $37.8 $69.2K - $70.3K
97.8K $3.65M
XOM
Exxon Mobil Corp

Energy
27
+ 0.84%
$110.64 - $119.78 $2.99K - $3.23K
3.26K $383K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
751
+ 1.12%
$53.68 - $54.54 $40.3K - $41K
67.9K $3.65M
HYG
Ishares Tr

ETFs
268
+ 1.74%
$79.95 - $81.28 $21.4K - $21.8K
15.7K $1.26M
OSCV
Opus Small Cap Value ETF

ETFs
9.04K
+ 3.96%
$36.7 - $38.25 $332K - $346K
237K $8.74M
VGIT
Vanguard Intermediate Term Tre

ETFs
55
+ 0.37%
$59.84 - $60.54 $3.29K - $3.33K
14.8K $890K
Activity Summary
Buys All Purchases 64 New Holdings 1 Increased Positions 63 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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