Sws Partners Incresed Positions in Q2 2025

Sws Partners

  • $352 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
4K
+ 7.57%
$498.8 - $620.9 $2M - $2.48M
56.9K $35.3M
PCT
Pure Cycle Technologies, Inc.

Industrials
34.2K
+ 4.51%
$5.57 - $14.12 $190K - $483K
791K $10.8M
GOOGL
Alphabet Inc.

Communication Services
14.6K
+ 100.16%
$144.7 - $178.6 $2.11M - $2.6M
29.1K $5.13M
SNOW
Snowflake Inc.

Technology
5.25K
+ 25.37%
$130.53 - $223.77 $685K - $1.17M
25.9K $5.8M
MELI
Mercadolibre Inc

Consumer Cyclical
686
+ 68.81%
$1794.73 - $2613.63 $1.23M - $1.79M
1.68K $4.4M
OSCV
Opus Small Cap Value ETF

ETFs
52.5K
+ 37.01%
$31.34 - $36.29 $1.65M - $1.91M
194K $7.02M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
18.5K
+ 9.07%
$51.16 - $62.02 $946K - $1.15M
222K $13.8M
NOW
Service Now, Inc.

Technology
1.15K
+ 73.14%
$721.65 - $1040.18 $829K - $1.2M
2.72K $2.8M
MU
Micron Technology Inc

Technology
5.63K
+ 26.15%
$64.72 - $127.91 $364K - $720K
27.2K $3.35M
SCHR
Schwab Intermediate Term Us Tr

ETFs
47.2K
+ 8.97%
$24.54 - $25.07 $1.16M - $1.18M
574K $14.4M
CFLT
Confluent, Inc.

Technology
32.1K
+ 29.94%
$19.44 - $24.93 $625K - $801K
139K $3.48M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.6K
+ 12.71%
$39.89 - $49.46 $422K - $524K
93.9K $4.64M
NKE
Nike, Inc.

Consumer Cyclical
8.63K
+ 31.74%
$53.27 - $72.04 $460K - $622K
35.8K $2.54M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.92K
+ 1.28%
$19.6 - $24.44 $76.7K - $95.7K
309K $7.54M
CPRI
Capri Holdings LTD

Consumer Cyclical
53.2K
+ 74.37%
$12.48 - $19.63 $663K - $1.04M
125K $2.21M
META
Meta Platforms, Inc.

Communication Services
38
+ 0.85%
$484.66 - $738.09 $18.4K - $28K
4.5K $3.32M
CIEN
Ciena Corp

Technology
843
+ 2.92%
$53.5 - $83.89 $45.1K - $70.7K
29.8K $2.42M
DRSK
ETF Ser Solutions Aptus Define

ETFs
16.1K
+ 13.12%
$26.75 - $28.79 $432K - $465K
139K $4M
NFLX
Netflix Inc

Communication Services
45
+ 3.26%
$855.86 - $1339.13 $38.5K - $60.3K
1.43K $1.91M
WMT
Walmart Inc.

Consumer Defensive
3.43K
+ 13.98%
$81.79 - $99.98 $281K - $343K
28K $2.73M
DIS
Walt Disney CO

Communication Services
983
+ 6.56%
$81.72 - $124.01 $80.3K - $122K
16K $1.98M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.18K
+ 34.56%
$483.48 - $539.8 $571K - $638K
4.6K $2.23M
SHOP
Shopify Inc.

Technology
490
+ 3.05%
$76.89 - $115.35 $37.7K - $56.5K
16.6K $1.91M
RH
Rh

Consumer Cyclical
4.95K
+ 37.73%
$145.66 - $249.35 $721K - $1.23M
18.1K $3.41M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
16.2K
+ 6.5%
$18.11 - $18.97 $293K - $307K
265K $5M
AMAT
Applied Materials Inc

Technology
176
+ 3.11%
$126.95 - $183.52 $22.3K - $32.3K
5.83K $1.07M
ABNB
Airbnb, Inc.

Consumer Cyclical
451
+ 3.33%
$105.69 - $140.64 $47.7K - $63.4K
14K $1.85M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.81K
+ 2.46%
$22.92 - $28.05 $41.5K - $50.7K
75.2K $2.11M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.65K
+ 2.38%
$20.42 - $25.3 $33.7K - $41.7K
71K $1.8M
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.87K
+ 16.43%
$26.18 - $26.93 $154K - $158K
41.6K $1.11M
HYG
Ishares Tr

ETFs
997
+ 7.42%
$75.75 - $80.65 $75.5K - $80.4K
14.4K $1.16M
HZO
Marinemax Inc

Consumer Cyclical
931
+ 4.38%
$17.66 - $26.12 $16.4K - $24.3K
22.2K $557K
DPZ
Dominos Pizza Inc

Consumer Cyclical
304
+ 7.03%
$430.72 - $497.52 $131K - $151K
4.63K $2.09M
ISRG
Intuitive Surgical Inc

Healthcare
55
+ 4.09%
$451.58 - $565.94 $24.8K - $31.1K
1.4K $760K
SQ
Block, Inc.

Technology
1.21K
+ 2.89%
N/A
43.1K $2.46M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
91
+ 0.11%
$35.3 - $37.51 $3.21K - $3.41K
85.7K $3.21M
IDV
Ishares Tr

ETFs
63
+ 0.58%
$27.79 - $34.84 $1.75K - $2.19K
10.8K $374K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2
+ 0.01%
$24.38 - $30.18 $48.8 - $60.4
13.4K $402K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6
+ 0.15%
$65.84 - $80.81 $395 - $485
4.04K $323K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
14
+ 0.32%
$114.78 - $133.31 $1.61K - $1.87K
4.38K $583K
ITW
Illinois Tool Works Inc

Industrials
13
+ 0.62%
$218.41 - $252.43 $2.84K - $3.28K
2.1K $517K
Arista Networks Inc
747
+ 3.57%
N/A
21.7K $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
94.1K
+ 25.85%
N/A
458K $0
MUB
Ishares National Muni Bond ETF

ETFs
73
+ 0.35%
$102.31 - $105.8 $7.47K - $7.72K
20.8K $2.17M
AMGN
Amgen Inc

Healthcare
12
+ 1.29%
$262.28 - $309.85 $3.15K - $3.72K
943 $263K
XOM
Exxon Mobil Corp

Energy
64
+ 2.04%
$99.93 - $119.04 $6.4K - $7.62K
3.21K $345K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
957
+ 0.67%
$18.94 - $21.67 $18.1K - $20.7K
144K $3.04M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11
+ 0.03%
$24.32 - $27.87 $268 - $307
31.5K $833K
OKTA
Okta, Inc.

Technology
936
+ 3.19%
$91.24 - $127.3 $85.4K - $119K
30.2K $3.02M
Activity Summary
Buys All Purchases 68 New Holdings 12 Increased Positions 56 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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