Sws Partners Portfolio Holdings
Sws Partners
- $290 Million
- Q1 2025
Sws Partners has filed its 13F form on May 27, 2025 for Q1 2025 where it was disclosed a total value porftolio of $290 Million distributed in 109 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 $29.7M, Schwab Intermediate Term Us Tr with a value of $13.1M, Ishares Core S&P Mid Cap ETF with a value of $11.9M, Spdr Portfolio S&P 500 High Di with a value of $9.53M, and Schwab Strategic Tr Us Large C with a value of $6.73M.
Examining the 13F form we can see an decrease of $15.3M in the current position value, from $305M to 290M.
Below you can find more details about Sws Partners portfolio as well as his latest detailed transactions.
Portfolio value
$290 Million
ETFs: $127 Million
Technology: $53.3 Million
Healthcare: $23.9 Million
Consumer Cyclical: $17.9 Million
Communication Services: $15.1 Million
Financial Services: $14.2 Million
Industrials: $11.1 Million
Consumer Defensive: $8.39 Million
Other: $18.4 Million