Sws Partners Incresed Positions in Q3 2025

Sws Partners

  • $402 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
78.7K
+ 972.42%
$192.32 - $232.35 $15.1M - $18.3M
86.8K $16.7M
GOOGL
Alphabet Inc.

Communication Services
5.6K
+ 19.22%
$174.36 - $254.72 $976K - $1.43M
34.7K $8.44M
IVV
Ishares Core S&P 500 ETF

ETFs
475
+ 0.84%
$620.67 - $670.08 $295K - $318K
57.4K $38.4M
OSCV
Opus Small Cap Value ETF

ETFs
34K
+ 17.48%
$35.98 - $38.73 $1.22M - $1.32M
228K $8.73M
GLW
Corning Inc

Technology
659
+ 1.2%
$51.6 - $82.03 $34K - $54.1K
55.8K $4.57M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
25.2K
+ 11.52%
$42.43 - $45.05 $1.07M - $1.13M
244K $10.7M
AMBA
Ambarella Inc

Technology
1.26K
+ 1.68%
$62.49 - $88.81 $78.8K - $112K
76.4K $6.31M
SCHR
Schwab Intermediate Term Us Tr

ETFs
50.6K
+ 8.82%
$24.69 - $25.26 $1.25M - $1.28M
625K $15.7M
ORCL
Oracle Corp

Technology
304
+ 1.77%
$218.96 - $328.33 $66.6K - $99.8K
17.4K $4.91M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.27K
+ 2.37%
$62.09 - $66.51 $327K - $350K
228K $14.9M
DXCM
Dexcom Inc

Healthcare
19.1K
+ 100.23%
$66.46 - $89.53 $1.27M - $1.71M
38.1K $2.56M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.38K
+ 8.92%
$49.43 - $54.52 $414K - $457K
102K $5.54M
MELI
Mercadolibre Inc

Consumer Cyclical
525
+ 31.19%
$2292.04 - $2514.05 $1.2M - $1.32M
2.21K $5.16M
APH
Amphenol Corp

Technology
717
+ 2.76%
$97.39 - $125.4 $69.8K - $89.9K
26.7K $3.3M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
28.3K
+ 10.65%
$18.82 - $19.8 $532K - $560K
294K $5.71M
ABBV
Abb Vie Inc.

Healthcare
420
+ 3.34%
$184.85 - $231.54 $77.6K - $97.2K
13K $3.01M
ARGX
Argenx Se

Healthcare
49
+ 1.5%
$538.64 - $768.0 $26.4K - $37.6K
3.32K $2.45M
SHOP
Shopify Inc.

Technology
169
+ 1.02%
$112.11 - $157.12 $18.9K - $26.6K
16.7K $2.49M
MRVL
Marvell Technology, Inc.

Technology
1.19K
+ 1.68%
$62.31 - $84.07 $74K - $99.8K
71.6K $6.02M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
10K
+ 6.96%
$45.72 - $47.27 $458K - $473K
154K $7.23M
GD
General Dynamics Corp

Industrials
312
+ 3.58%
$293.92 - $341.0 $91.7K - $106K
9.03K $3.08M
MPC
Marathon Petroleum Corp

Energy
768
+ 5.63%
$158.59 - $198.69 $122K - $153K
14.4K $2.78M
JPM
Jpmorgan Chase & CO

Financial Services
526
+ 3.88%
$282.78 - $316.06 $149K - $166K
14.1K $4.44M
XLE
Energy Sector Spdr

ETFs
3.94K
+ 11.24%
$84.25 - $91.99 $332K - $362K
39K $3.48M
NTRA
Natera, Inc.

Healthcare
4.98K
+ 11.84%
$133.66 - $181.11 $666K - $902K
47K $7.57M
PSX
Phillips 66

Energy
1.01K
+ 5.41%
$118.37 - $139.46 $119K - $140K
19.6K $2.67M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
17.8K
+ 12.37%
$20.76 - $21.78 $369K - $387K
162K $3.49M
CELH
Celsius Holdings, Inc.

Consumer Defensive
495
+ 1.34%
$42.74 - $62.88 $21.2K - $31.1K
37.5K $2.16M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
6.98K
+ 11.6%
$52.55 - $54.37 $367K - $379K
67.1K $3.63M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
10.2K
+ 11.95%
$37.14 - $37.85 $380K - $388K
95.9K $3.62M
DRSK
ETF Ser Solutions Aptus Define

ETFs
13.3K
+ 9.58%
$28.26 - $29.29 $377K - $391K
153K $4.4M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
10.7K
+ 9.03%
$28.42 - $30.45 $304K - $326K
129K $3.8M
OKTA
Okta, Inc.

Technology
6.85K
+ 22.65%
$88.51 - $101.1 $606K - $693K
37.1K $3.4M
WFC
Wells Fargo & Company

Financial Services
2.42K
+ 5.66%
$77.05 - $85.16 $186K - $206K
45.1K $3.78M
FNF
Fidelity National Financial, Inc.

Financial Services
1.97K
+ 4.24%
$51.22 - $61.07 $101K - $120K
48.4K $2.93M
RH
Rh

Consumer Cyclical
290
+ 1.61%
$187.54 - $251.0 $54.4K - $72.8K
18.3K $3.73M
CPRI
Capri Holdings LTD

Consumer Cyclical
1.72K
+ 1.38%
$16.99 - $22.03 $29.2K - $37.9K
126K $2.52M
ETN
Eaton Corp PLC

Industrials
370
+ 4.01%
$342.99 - $392.76 $127K - $145K
9.6K $3.59M
UBER
Uber Technologies, Inc

Technology
800
+ 1.79%
$86.91 - $99.57 $69.5K - $79.7K
45.4K $4.45M
WMT
Walmart Inc.

Consumer Defensive
962
+ 3.44%
$94.4 - $104.27 $90.8K - $100K
28.9K $2.98M
UNH
Unitedhealth Group Inc

Healthcare
290
+ 7.19%
$237.77 - $353.61 $69K - $103K
4.33K $1.49M
MET
Metlife Inc

Financial Services
2.01K
+ 6.37%
$73.82 - $82.37 $148K - $165K
33.6K $2.76M
SCHA
Schwab Strategic Tr Us Small C

ETFs
774
+ 1.09%
$25.29 - $28.33 $19.6K - $21.9K
71.8K $2M
PFE
Pfizer Inc

Healthcare
3.99K
+ 5.31%
$23.29 - $25.88 $92.9K - $103K
79.1K $2.02M
DUK
Duke Energy Corp

Utilities
684
+ 4.25%
$116.31 - $125.93 $79.6K - $86.1K
16.8K $2.07M
MRK
Merck & Co., Inc.

Healthcare
928
+ 4.64%
$77.6 - $87.37 $72K - $81.1K
20.9K $1.76M
NOW
Service Now, Inc.

Technology
487
+ 17.9%
$850.86 - $1044.69 $414K - $509K
3.21K $2.95M
XYL
Xylem Inc.

Industrials
99
+ 1.37%
$129.67 - $147.5 $12.8K - $14.6K
7.32K $1.08M
LAMR
Lamar Advertising CO

Real Estate
785
+ 5.88%
$114.98 - $128.82 $90.3K - $101K
14.1K $1.73M
Activity Summary
Buys All Purchases 95 New Holdings 6 Increased Positions 89 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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