Sws Partners Reduced Holdings in Q1 2025

Sws Partners

  • $290 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-36.7K
- 40.35%
$44.81 - $46.22 $1.65M - $1.7M
54.3K $2.45M
OKTA
Okta, Inc.

Technology
-15.6K
- 34.74%
$78.83 - $116.72 $1.23M - $1.82M
29.3K $3.08M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-61.5K
- 20.2%
$18.36 - $20.51 $1.13M - $1.26M
243K $4.81M
MELI
Mercadolibre Inc

Consumer Cyclical
-426
- 29.94%
$1739.0 - $2260.0 $741K - $963K
997 $1.95M
MP
Mp Materials Corp.

Basic Materials
-32.9K
- 20.27%
$16.39 - $26.93 $540K - $887K
130K $3.16M
GH
Guardant Health, Inc.

Healthcare
-16.1K
- 13.29%
$31.77 - $49.94 $511K - $803K
105K $4.47M
NTRA
Natera, Inc.

Healthcare
-4.33K
- 8.41%
$132.63 - $177.0 $574K - $767K
47.2K $6.67M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.57K
- 25.36%
$102.49 - $119.96 $571K - $668K
16.4K $1.71M
MUB
Ishares National Muni Bond ETF

ETFs
-5.49K
- 20.93%
$104.71 - $107.69 $574K - $591K
20.7K $2.19M
CIEN
Ciena Corp

Technology
-8.68K
- 23.09%
$60.43 - $98.18 $524K - $852K
28.9K $1.75M
IVV
Ishares Core S&P 500 ETF

ETFs
-789
- 1.47%
$554.06 - $615.85 $437K - $486K
52.9K $29.7M
UBER
Uber Technologies, Inc

Technology
-4.99K
- 9.25%
$63.17 - $81.49 $315K - $406K
48.9K $3.56M
PINS
Pinterest, Inc.

Communication Services
-10.4K
- 7.18%
$29.79 - $40.0 $309K - $414K
134K $4.15M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-9.63K
- 36.6%
$32.5 - $33.3 $313K - $321K
16.7K $554K
ED
Consolidated Edison Inc

Utilities
-2.61K
- 12.69%
$88.0 - $110.59 $230K - $289K
18K $1.99M
PM
Philip Morris International Inc.

Consumer Defensive
-1.56K
- 6.44%
$117.15 - $158.79 $183K - $248K
22.6K $3.59M
XLE
Energy Sector Spdr

ETFs
-2.51K
- 6.76%
$85.7 - $93.96 $215K - $236K
34.6K $3.24M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-4.02K
- 1.83%
$42.18 - $45.16 $170K - $182K
215K $9.53M
TSLA
Tesla, Inc.

Consumer Cyclical
-640
- 33.2%
$222.15 - $428.22 $142K - $274K
1.29K $333K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5.87K
- 1.89%
$21.75 - $24.28 $128K - $143K
305K $6.73M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.73K
- 10.61%
$27.01 - $28.54 $101K - $107K
31.5K $879K
PSX
Phillips 66

Energy
-775
- 3.63%
$113.93 - $131.55 $88.3K - $102K
20.6K $2.54M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.6K
- 4.67%
$25.58 - $29.24 $92K - $105K
73.4K $1.92M
MPC
Marathon Petroleum Corp

Energy
-649
- 3.69%
$134.72 - $159.03 $87.4K - $103K
16.9K $2.47M
MBB
Ishares Tr

ETFs
-965
- 10.37%
$90.37 - $94.08 $87.2K - $90.8K
8.34K $782K
WFC
Wells Fargo & Company

Financial Services
-1.2K
- 2.63%
$66.78 - $81.42 $80.3K - $97.9K
44.5K $3.19M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-3.11K
- 2.51%
$24.1 - $27.73 $74.9K - $86.1K
120K $3.27M
DUK
Duke Energy Corp

Utilities
-609
- 3.51%
$105.87 - $121.97 $64.5K - $74.3K
16.8K $2.04M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-2.02K
- 2.31%
$36.63 - $37.45 $74K - $75.7K
85.6K $3.15M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.13K
- 1.84%
$50.82 - $52.7 $57.4K - $59.5K
60.3K $3.17M
KMB
Kimberly Clark Corp

Consumer Defensive
-411
- 3.83%
$124.46 - $147.4 $51.2K - $60.6K
10.3K $1.47M
FNF
Fidelity National Financial, Inc.

Financial Services
-791
- 1.67%
$54.25 - $65.27 $42.9K - $51.6K
46.6K $3.03M
AMZN
Amazon Com Inc

Consumer Cyclical
-243
- 0.85%
$190.26 - $242.06 $46.2K - $58.8K
28.4K $5.4M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.64K
- 10.92%
$25.81 - $28.52 $42.3K - $46.7K
13.4K $368K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.84K
- 2.58%
$23.16 - $27.04 $42.5K - $49.6K
69.4K $1.63M
IXUS
Ishares Tr

ETFs
-556
- 4.58%
$65.06 - $72.31 $36.2K - $40.2K
11.6K $808K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-295
- 6.33%
$126.11 - $135.06 $37.2K - $39.8K
4.36K $562K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.72K
- 1.19%
$20.2 - $22.24 $34.8K - $38.3K
143K $3.07M
MLPA
Global X Mlp ETF

ETFs
-610
- 12.1%
$49.83 - $54.53 $30.4K - $33.3K
4.43K $235K
MET
Metlife Inc

Financial Services
-409
- 1.26%
$77.7 - $87.0 $31.8K - $35.6K
32K $2.57M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-431
- 9.65%
$67.08 - $76.14 $28.9K - $32.8K
4.04K $297K
IDV
Ishares Tr

ETFs
-999
- 8.48%
$27.0 - $31.7 $27K - $31.7K
10.8K $334K
VNQ
Vanguard Specialized Funds Van

ETFs
-314
- 7.67%
$85.55 - $94.34 $26.9K - $29.6K
3.78K $342K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-202
- 0.1%
$57.21 - $65.8 $11.6K - $13.3K
204K $11.9M
CMCSA
Comcast Corp

Communication Services
-243
- 0.67%
$33.19 - $38.23 $8.07K - $9.29K
35.9K $1.33M
AMT
American Tower Corp

Real Estate
-39
- 0.43%
$173.46 - $217.6 $6.76K - $8.49K
9.07K $1.97M
STZ
Constellation Brands, Inc.

Consumer Defensive
-32
- 0.5%
$161.05 - $222.93 $5.15K - $7.13K
6.38K $1.17M
WMT
Walmart Inc.

Consumer Defensive
-65
- 0.26%
$84.5 - $105.05 $5.49K - $6.83K
24.5K $2.15M
UNH
Unitedhealth Group Inc

Healthcare
-5
- 0.13%
$461.52 - $548.18 $2.31K - $2.74K
3.86K $2.02M
Activity Summary
Buys All Purchases 55 New Holdings 2 Increased Positions 53 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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