Sws Partners Incresed Positions in Q3 2024

Sws Partners

  • $310 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
20.8K
+ 4939.67%
$101.25 - $127.45 $2.11M - $2.65M
21.2K $2.58M
GD
General Dynamics Corp

Industrials
7.48K
+ 39352.63%
$279.51 - $308.09 $2.09M - $2.3M
7.5K $2.26M
IVV
Ishares Core S&P 500 ETF

ETFs
671
+ 1.43%
$520.18 - $576.82 $349K - $387K
47.7K $27.5M
CIEN
Ciena Corp

Technology
15.5K
+ 70.59%
$45.77 - $62.46 $707K - $965K
37.4K $2.3M
SQ
Block, Inc.

Technology
16.2K
+ 65.43%
$57.21 - $72.07 $928K - $1.17M
41K $2.75M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.43K
+ 2.22%
$57.32 - $62.65 $254K - $277K
204K $12.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.54K
+ 1.59%
$36.98 - $41.55 $168K - $189K
291K $12M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.7K
+ 3.34%
$105.53 - $118.34 $179K - $201K
52.5K $6.14M
MRVL
Marvell Technology, Inc.

Technology
4.92K
+ 9.25%
$56.15 - $76.24 $276K - $375K
58.1K $4.19M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
888
+ 1.17%
$41.9 - $48.26 $37.2K - $42.9K
77K $3.69M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.11K
+ 0.96%
$32.36 - $33.78 $35.8K - $37.3K
117K $3.93M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
1.29K
+ 1.42%
$45.6 - $46.83 $58.7K - $60.3K
91.9K $4.31M
OKTA
Okta, Inc.

Technology
7.84K
+ 31.8%
$71.0 - $100.39 $556K - $787K
32.5K $2.41M
AAPL
Apple Inc.

Technology
3
+ 0.08%
$207.23 - $234.82 $622 - $704
3.83K $890K
MUB
Ishares National Muni Bond ETF

ETFs
101
+ 0.38%
$106.13 - $108.7 $10.7K - $11K
26.7K $2.9M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
221
+ 1.36%
$25.45 - $29.53 $5.62K - $6.53K
16.5K $481K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
476
+ 6.56%
$38.03 - $42.06 $18.1K - $20K
7.73K $323K
ITW
Illinois Tool Works Inc

Industrials
9
+ 0.54%
$233.14 - $263.97 $2.1K - $2.38K
1.67K $438K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
200
+ 6.73%
$91.41 - $101.59 $18.3K - $20.3K
3.17K $322K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
236
+ 9.15%
$75.63 - $84.89 $17.8K - $20K
2.81K $236K
KO
Coca Cola CO

Consumer Defensive
18
+ 0.59%
$62.69 - $73.01 $1.13K - $1.31K
3.08K $221K
HYG
Ishares Tr

ETFs
15
+ 0.27%
$76.72 - $80.36 $1.15K - $1.21K
5.66K $454K
IGOV
Ishares 1 3 International Trea

ETFs
16
+ 0.28%
$38.52 - $42.09 $616 - $673
5.68K $237K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
1
+ 0.02%
$47.29 - $52.55 $47.3 - $52.6
5.02K $263K
V
Visa Inc.

Financial Services
3
+ 0.34%
$253.74 - $291.56 $761 - $875
888 $244K
XOM
Exxon Mobil Corp

Energy
42
+ 1.42%
$109.72 - $119.0 $4.61K - $5K
3K $352K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
1
+ 0.03%
$68.53 - $74.13 $68.5 - $74.1
3.42K $250K
MSFT
Microsoft Corp

Technology
8
+ 0.37%
$395.15 - $467.56 $3.16K - $3.74K
2.17K $934K
NVDA
Nvidia Corp

Technology
1
+ 0.0%
$98.91 - $134.91 $98.9 - $135
53.9K $6.55M
MRK
Merck & Co., Inc.

Healthcare
480
+ 2.5%
$111.15 - $128.97 $53.4K - $61.9K
19.7K $2.23M
DPZ
Dominos Pizza Inc

Consumer Cyclical
339
+ 8.78%
$402.52 - $505.35 $136K - $171K
4.2K $1.81M
GH
Guardant Health, Inc.

Healthcare
4.91K
+ 6.22%
$22.3 - $36.29 $109K - $178K
83.8K $1.92M
PINS
Pinterest, Inc.

Communication Services
15.9K
+ 16.38%
$28.66 - $43.51 $454K - $690K
113K $3.65M
Activity Summary
Buys All Purchases 38 New Holdings 4 Increased Positions 34 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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