Sws Partners Reduced Holdings in Q2 2025

Sws Partners

  • $352 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-18.7K
- 34.51%
$43.63 - $45.4 $818K - $851K
35.6K $1.59M
ABBV
Abb Vie Inc.

Healthcare
-2.19K
- 14.85%
$170.16 - $206.27 $373K - $453K
12.6K $2.33M
AAPL
Apple Inc.

Technology
-2.53K
- 40.96%
$172.42 - $223.89 $435K - $565K
3.64K $746K
FNF
Fidelity National Financial, Inc.

Financial Services
-214
- 0.46%
$53.62 - $66.59 $11.5K - $14.3K
46.4K $2.6M
PSX
Phillips 66

Energy
-1.97K
- 9.6%
$92.87 - $125.73 $183K - $248K
18.6K $2.22M
ACN
Accenture PLC

Technology
-575
- 5.66%
$279.23 - $323.21 $161K - $186K
9.58K $2.86M
ED
Consolidated Edison Inc

Utilities
-1.02K
- 5.69%
$98.05 - $113.3 $100K - $116K
16.9K $1.7M
PFE
Pfizer Inc

Healthcare
-5.8K
- 7.17%
$21.59 - $24.84 $125K - $144K
75.1K $1.82M
MRK
Merck & Co., Inc.

Healthcare
-180
- 0.89%
$73.47 - $87.12 $13.2K - $15.7K
20K $1.58M
CMCSA
Comcast Corp

Communication Services
-5.08K
- 14.15%
$32.84 - $36.72 $167K - $187K
30.8K $1.1M
AMT
American Tower Corp

Real Estate
-981
- 10.81%
$203.96 - $228.19 $200K - $224K
8.09K $1.79M
ABT
Abbott Laboratories

Healthcare
-1.79K
- 8.44%
$123.95 - $138.08 $221K - $247K
19.4K $2.64M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-32.8K
- 13.49%
$17.76 - $22.1 $582K - $725K
210K $4.65M
DUK
Duke Energy Corp

Utilities
-686
- 4.09%
$112.46 - $124.05 $77.1K - $85.1K
16.1K $1.9M
LAMR
Lamar Advertising CO

Real Estate
-1.99K
- 12.95%
$102.35 - $121.67 $203K - $242K
13.4K $1.62M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.67K
- 10.18%
$90.56 - $109.49 $151K - $183K
14.7K $1.61M
VNQ
Vanguard Specialized Funds Van

ETFs
-939
- 24.83%
$79.79 - $91.42 $74.9K - $85.8K
2.84K $253K
MET
Metlife Inc

Financial Services
-421
- 1.32%
$68.42 - $82.49 $28.8K - $34.7K
31.5K $2.54M
MBB
Ishares Tr

ETFs
-316
- 3.79%
$91.41 - $94.22 $28.9K - $29.8K
8.03K $753K
Blackrock Inc
-33
- 1.09%
N/A
2.99K $0
Smurfit Westrock PLC
-1.12K
- 1.72%
N/A
63.9K $0
SPIB
Spdr Portfolio Intermediate Te

ETFs
-135
- 0.81%
$32.62 - $33.58 $4.4K - $4.53K
16.5K $555K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-190
- 0.31%
$51.1 - $53.29 $9.71K - $10.1K
60.1K $3.21M
GD
General Dynamics Corp

Industrials
-414
- 4.53%
$247.68 - $291.66 $103K - $121K
8.72K $2.54M
IXUS
Ishares Tr

ETFs
-340
- 2.94%
$62.37 - $77.63 $21.2K - $26.4K
11.2K $868K
TSLA
Tesla, Inc.

Consumer Cyclical
-10
- 0.78%
$221.86 - $362.89 $2.22K - $3.63K
1.28K $405K
CSCO
Cisco Systems, Inc.

Technology
-2.19K
- 7.37%
$53.19 - $69.38 $117K - $152K
27.5K $1.91M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-1.89K
- 1.57%
$24.63 - $29.39 $46.6K - $55.6K
119K $3.42M
WFC
Wells Fargo & Company

Financial Services
-1.82K
- 4.1%
$60.98 - $80.12 $111K - $146K
42.7K $3.42M
PINS
Pinterest, Inc.

Communication Services
-11.5K
- 8.58%
$24.21 - $35.95 $278K - $413K
123K $4.39M
MSFT
Microsoft Corp

Technology
-368
- 10.55%
$354.56 - $497.45 $130K - $183K
3.12K $1.55M
MP
Mp Materials Corp.

Basic Materials
-26.8K
- 20.67%
$18.77 - $37.74 $503K - $1.01M
103K $3.42M
PM
Philip Morris International Inc.

Consumer Defensive
-1.27K
- 5.59%
$149.23 - $184.95 $189K - $234K
21.4K $3.89M
JPM
Jpmorgan Chase & CO

Financial Services
-1.08K
- 7.4%
$210.28 - $289.91 $228K - $314K
13.6K $3.93M
GLW
Corning Inc

Technology
-361
- 0.65%
$39.07 - $52.59 $14.1K - $19K
55.1K $2.9M
GH
Guardant Health, Inc.

Healthcare
-11.7K
- 11.2%
$37.05 - $52.04 $435K - $611K
93.1K $4.84M
NTRA
Natera, Inc.

Healthcare
-5.1K
- 10.81%
$132.23 - $171.87 $674K - $876K
42.1K $7.11M
ETN
Eaton Corp PLC

Industrials
-1.14K
- 11.0%
$246.52 - $356.99 $281K - $407K
9.23K $3.29M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.51K
- 5.32%
$167.32 - $223.3 $253K - $337K
26.9K $5.89M
UBER
Uber Technologies, Inc

Technology
-4.32K
- 8.83%
$64.62 - $93.3 $279K - $403K
44.6K $4.16M
APH
Amphenol Corp

Technology
-537
- 2.03%
$59.09 - $98.75 $31.7K - $53K
26K $2.56M
AMBA
Ambarella Inc

Technology
-770
- 1.01%
$40.3 - $69.3 $31K - $53.4K
75.2K $4.96M
NET
Cloudflare, Inc.

Technology
-3.67K
- 16.0%
$97.08 - $195.83 $356K - $719K
19.3K $3.78M
ORCL
Oracle Corp

Technology
-900
- 4.99%
$122.82 - $218.63 $111K - $197K
17.1K $3.75M
NVDA
Nvidia Corp

Technology
-3.73K
- 6.3%
$94.31 - $157.99 $352K - $590K
55.5K $8.77M
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
Track This Portfolio

Track Sws Partners Portfolio

Follow Sws Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sws Partners, based on Form 13F filings with the SEC.

News

Stay updated on Sws Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email