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CIK: 0001731731
Total reported value
$463.0M
$463.0M
118 檔
15.8%
During the Q4 2024 filing period, SWS Partners (CIK: 0001731731) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $463.0M across 118 reported positions.
In Q4 2024, SWS Partners displayed an active expansion posture, initiating 8 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.57% | -0.89% | +12.44% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.85% | -0.36% | -0.00% | |
| 3 | SCHR | Schwab Intermediate-term US | ETF-Other | 3.45% | -0.50% | +136.91% | |
| 4 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 2.87% | -0.58% | +31.56% | |
| 5 | NTRA | Natera Inc | Stock-Healthcare | 2.47% | +0.32% | -12.18% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.39% | +0.45% | +9.04% | |
| 7 | PCT | Purecycle Technologies Inc | Stock-Other | 2.29% | +1.19% | +0.41% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.18% | — | +113.71% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.90% | +0.02% | -1.43% | |
| 10 | IDUB | Aptus Intl Enhan Yld ETF | ETF-Other | 1.83% | -0.14% | — | |
| 11 | MRVL | Marvell Technology Inc | Stock-Tech | 1.79% | +0.51% | -7.73% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.71% | -0.03% | +4.69% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.54% | -0.26% | +11.82% | |
| 14 | AMBA | Ambarella, Inc. | Stock-Tech | 1.48% | +1.29% | +0.37% | |
| 15 | PFFD | Global X US Preferred ETF | ETF-Other | 1.34% | -0.30% | +24.93% | |
| 16 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 1.27% | -0.23% | +28.16% | |
| 17 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 1.26% | -0.05% | -0.98% | |
| 18 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 1.23% | -0.13% | — | |
| 19 | RH | Rh | Stock-Consumer Disc | 1.12% | -0.16% | +18.31% | |
| 20 | GH | Guardant Health Inc | Stock-Healthcare | 1.12% | +0.61% | +44.32% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.11% | -0.07% | +7.57% | |
| 22 | OKTA | Okta Inc | Stock-Tech | 1.07% | +0.37% | +38.26% | |
| 23 | ACN | Accenture plc | Stock-Tech | 1.04% | -0.61% | EXIT | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | -0.04% | -1.49% | |
| 25 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 1.04% | — | -1.88% | |
| 26 | ETN | Eaton Corporation plc | Stock-Industrials | 1.01% | -0.03% | +3.38% | |
| 27 | UBER | Uber Technologies Inc | Stock-Industrials | 0.98% | -0.08% | +19.34% | |
| 28 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.98% | -0.08% | +28.98% | |
| 29 | WFC | Wells Fargo & Co | Stock-Financials | 0.97% | -0.10% | -3.14% | |
| 30 | BLK | Blackrock Inc | Stock-Financials | 0.97% | -0.11% | — | |
| 31 | CIEN | Ciena CORP | Stock-Tech | 0.97% | +0.01% | +0.63% | |
| 32 | XLE | Ss Energy Select Sector | ETF-Other | 0.96% | -0.30% | +32.40% | |
| 33 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.96% | -0.08% | +33.12% | |
| 34 | SNOW | Snowflake Inc | Stock-Tech | 0.94% | +0.54% | +11.28% | |
| 35 | SCHH | Schwab US Reit ETF | ETF-Other | 0.92% | -0.04% | +25.48% | |
| 36 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 0.91% | -0.11% | +32.88% | |
| 37 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.90% | +0.06% | -6.59% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.89% | -0.11% | +1.35% | |
| 39 | PM | Philip Morris International | Stock-Consumer Staples | 0.89% | -0.08% | +14.09% | |
| 40 | XYZ | Block Inc | Stock-Financials | 0.86% | +0.18% | -18.72% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.85% | -0.06% | -1.90% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | -0.36% | -4.83% | |
| 43 | FNF | Fidelity National Financial | Stock-Financials | 0.81% | -0.06% | -3.82% | |
| 44 | MET | Metlife Inc | Stock-Financials | 0.80% | +0.02% | -3.52% | |
| 45 | DRSK | Aptus Defined Risk ETF | ETF-Other | 0.80% | -0.11% | — | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | +0.15% | +5.87% | |
| 47 | GLW | Corning Inc | Stock-Tech | 0.78% | -0.23% | +0.27% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | +0.07% | -0.24% | |
| 49 | MP | Mp Materials CORP | Stock-Materials | 0.77% | +0.04% | +0.44% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.77% | +0.02% | -58.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IDUB | Aptus Intl Enhan Yld ETF | +1.8% | NEW | New buy |
| 2 | OSCV | Opus Small Cap Value ETF | +1.2% | NEW | New buy |
| 3 | BLK | Blackrock Inc | +1% | NEW | New buy |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.8% | +12.44% | Add |
| 5 | DRSK | Aptus Defined Risk ETF | +0.8% | NEW | New buy |
| 6 | ANET | Arista Networks Inc | +0.7% | NEW | New buy |
| 7 | GH | Guardant Health Inc | +0.5% | +44.32% | Add |
| 8 | MRVL | Marvell Technology Inc | +0.5% | -7.73% | Trim |
| 9 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | +0.5% | +31.56% | Add |
| 10 | CPRI | Capri Holdings Limited | +0.4% | NEW | New buy |
| 11 | NVDA | Nvidia CORP | +0.3% | +9.04% | Add |
| 12 | OKTA | Okta Inc | +0.3% | +38.26% | Add |
| 13 | SNOW | Snowflake Inc | +0.3% | +11.28% | Add |
| 14 | AMBA | Ambarella, Inc. | +0.3% | +0.37% | Add |
| 15 | RH | Rh | +0.3% | +18.31% | Add |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +217.34% | Add |
| 17 | SCHR | Schwab Intermediate-term US | +0.3% | +136.91% | Add |
| 18 | CIEN | Ciena CORP | +0.2% | +0.63% | Add |
| 19 | SCHP | Schwab U.s. Tips ETF | +0.2% | NEW | New buy |
| 20 | 8QR | Confluent Inc-class A | +0.2% | +36.96% | Add |
| 21 | AMZN | Amazon.com Inc | +0.2% | -1.43% | Trim |
| 22 | XLE | Ss Energy Select Sector | +0.2% | +32.40% | Add |
| 23 | AAPL | Apple Inc | +0.2% | +57.44% | Add |
| 24 | HZO | Marinemax Inc | +0.2% | NEW | New buy |
| 25 | IGIB | Ishares 5-10y Inv Grade CORP | +0.2% | +33.12% | Add |
| 26 | USHY | Ishares Broad Usd High Yield | +0.2% | +28.98% | Add |
| 27 | TSLA | Tesla Inc | +0.2% | +103.38% | Add |
| 28 | PFFD | Global X US Preferred ETF | +0.2% | +24.93% | Add |
| 29 | NET | Cloudflare Inc - Class A | +0.1% | -6.59% | Trim |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +104.70% | Add |
| 31 | WFC | Wells Fargo & Co | +0.1% | -3.14% | Trim |
| 32 | PINS | Pinterest Inc- Class A | +0.1% | +28.16% | Add |
| 33 | HDEF | Xtrackers Msci Eafe High Div | +0.1% | +32.88% | Add |
| 34 | MSFT | Microsoft CORP | +0.1% | +49.01% | Add |
| 35 | NTRA | Natera Inc | +0.1% | -12.18% | Trim |
| 36 | PCT | Purecycle Technologies Inc | +0.1% | +0.41% | Add |
| 37 | MLPA | Global X Mlp ETF | -0.1% | -63.26% | Trim |
| 38 | ISRG | Intuitive Surgical Inc | -0.1% | -41.34% | Trim |
| 39 | MELI | Mercadolibre Inc | -0.2% | +0.07% | Add |
| 40 | YEAR | AB Ultra Short Income ETF | -0.3% | EXIT | Sold out |
| 41 | VYMI | Vanguard Int High Dvd Yld In | -0.3% | -75.36% | Trim |
| 42 | TPR | Tapestry Inc | -0.3% | -48.96% | Trim |
| 43 | STZ | Constellation Brands Inc-a | -0.5% | -40.29% | Trim |
| 44 | ANETEUR | Arista Networks Inc | -0.6% | EXIT | Sold out |
| 45 | SCHX | Schwab US Large-cap ETF | -1% | +113.71% | Add |
| 46 | BLKCHF | Blackrock Inc | -1% | EXIT | Sold out |
| 47 | SPIB | Ss Spdr P Int C CORP ETF | -1% | -77.44% | Trim |
| 48 | IJR | Ishares Core S&p Small-cap E | -1.2% | -58.18% | Trim |
| 49 | VYM | Vanguard High Dvd Yield ETF | -1.2% | -86.23% | Trim |
| 50 | SCHF | Schwab Intl Equity ETF | -2.1% | +4.69% | Add |
According to official SEC Form 13F filings, SWS Partners reported a total U.S. public equity portfolio value of $463.0M across 118 disclosed positions in Q4 2024.
During Q4 2024, SWS Partners's top holdings by market value included IVV (9.6%)、IJH (3.9%)、SCHR (3.5%). The largest single position, IVV, represented 9.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, SCHR) accounted for 15.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
IDUB
市值: $6.0M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $3.1M
In Q4 2024, SWS Partners made 50 total portfolio adjustments, initiating 8 new buys, adding to 26 positions, trimming 13 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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