Sws Partners Portfolio Holdings
Sws Partners
- $315 Million
- Q4 2024
Sws Partners has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $315 Million distributed in 118 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $31.6M, Ishares Core S&P Mid Cap ETF with a value of $12.7M, Schwab Intermediate Term Us Tr with a value of $11.4M, Spdr Portfolio S&P 500 High Di with a value of $9.49M, and Natera, Inc. with a value of $8.15M.
Examining the 13F form we can see an increase of $4.94M in the current position value, from $310M to 315M.
Below you can find more details about Sws Partners portfolio as well as his latest detailed transactions.
Portfolio value
$315 Million
ETFs: $137 Million
Technology: $61.6 Million
Healthcare: $25 Million
Consumer Cyclical: $20.3 Million
Industrials: $16.3 Million
Communication Services: $15.8 Million
Financial Services: $13.5 Million
Consumer Defensive: $7.96 Million
Other: $17 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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