SWS Partners Q2 2025 Filing

Filed July 17, 2025

Portfolio Value

$370.6B

Holdings

118

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (118 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
56,886$35.3B9.53%
2
SCHRSCHWAB STRATEGIC TR
573,945$14.4B3.88%
3
IJHISHARES TR
222,344$13.8B3.72%
4
PCTPURECYCLE TECHNOLOGIES INC
791,458$10.8B2.93%
5
IDUBETF SER SOLUTIONS
458,047$10.2B2.75%
6
SPYDSPDR SERIES TRUST
218,491$9.3B2.50%
7
NVDANVIDIA CORPORATION
55,499$8.8B2.37%
8
SCHXSCHWAB STRATEGIC TR
308,640$7.5B2.04%
9
NTRANATERA INC
42,057$7.1B1.92%
10
OSCVETF SER SOLUTIONS
194,440$7.0B1.89%
11
VMBSVANGUARD SCOTTSDALE FDS
143,943$6.7B1.80%
12
AMZNAMAZON COM INC
26,852$5.9B1.59%
13
SNOWSNOWFLAKE INC
25,931$5.8B1.57%
14
MRVLMARVELL TECHNOLOGY INC
70,449$5.5B1.47%
15
GOOGLALPHABET INC
29,123$5.1B1.38%
16
PFFDGLOBAL X FDS
265,414$5.0B1.35%
17
AMBAAMBARELLA INC
75,156$5.0B1.34%
18
GHGUARDANT HEALTH INC
93,077$4.8B1.31%
19
SCHFSCHWAB STRATEGIC TR
210,251$4.6B1.25%
20
VWOVANGUARD INTL EQUITY INDEX F
93,905$4.6B1.25%
21
MLB1MERCADOLIBRE INC
1,683$4.4B1.19%
22
PINSPINTEREST INC
122,507$4.4B1.19%
23
UBERUBER TECHNOLOGIES INC
44,605$4.2B1.12%
24
DRSKETF SER SOLUTIONS
139,249$4.0B1.08%
25
JPMJPMORGAN CHASE & CO.
13,564$3.9B1.06%
26
4I1PHILIP MORRIS INTL INC
21,380$3.9B1.06%
27
NETCLOUDFLARE INC
19,277$3.8B1.02%
28
ORCLORACLE CORP
17,143$3.7B1.01%
29
CFLTCONFLUENT INC
139,464$3.5B0.94%
30
HDEFDBX ETF TR
118,574$3.4B0.92%
31
MPMP MATERIALS CORP
102,783$3.4B0.92%
32
WFCWELLS FARGO CO NEW
42,662$3.4B0.92%
33
RHRH
18,059$3.4B0.92%
34
MUMICRON TECHNOLOGY INC
27,158$3.3B0.90%
35
METAMETA PLATFORMS INC
4,504$3.3B0.90%
36
ETNEATON CORP PLC
9,226$3.3B0.89%
37
USHYISHARES TR
85,703$3.2B0.87%
38
IGIBISHARES TR
60,144$3.2B0.86%
39
BLKBLACKROCK INC
2,992$3.1B0.85%
40
SCHHSCHWAB STRATEGIC TR
143,792$3.0B0.82%
41
OKTAOKTA INC
30,249$3.0B0.82%
42
XLESELECT SECTOR SPDR TR
35,042$3.0B0.80%
43
XYZBLOCK INC
43,059$2.9B0.79%
44
GLWCORNING INC
55,101$2.9B0.78%
45
ACNACCENTURE PLC IRELAND
9,581$2.9B0.77%
46
NOWSERVICENOW INC
2,720$2.8B0.75%
47
SWSMURFIT WESTROCK PLC
63,885$2.8B0.74%
48
WMTWALMART INC
27,970$2.7B0.74%
49
ABTABBOTT LABS
19,376$2.6B0.71%
50
FNFFIDELITY NATIONAL FINANCIAL
46,399$2.6B0.70%
51
APHAMPHENOL CORP NEW
25,950$2.6B0.69%
52
NKENIKE INC
35,822$2.6B0.69%
53
GDGENERAL DYNAMICS CORP
8,716$2.5B0.69%
54
METMETLIFE INC
31,542$2.5B0.68%
55
CIENCIENA CORP
29,756$2.4B0.65%
56
ABBVABBVIE INC
12,577$2.3B0.63%
57
MPCMARATHON PETE CORP
13,651$2.3B0.61%
58
BRK/BBERKSHIRE HATHAWAY INC DEL
4,598$2.2B0.60%
59
PSXPHILLIPS 66
18,598$2.2B0.60%
60
ANETARISTA NETWORKS INC
21,676$2.2B0.60%
61
CPRICAPRI HOLDINGS LIMITED
124,648$2.2B0.60%
62
GGGGRACO INC
25,428$2.2B0.59%
63
MUBISHARES TR
20,796$2.2B0.59%
64
SCHMSCHWAB STRATEGIC TR
75,247$2.1B0.57%
65
DPZDOMINOS PIZZA INC
4,631$2.1B0.56%
66
LYBLYONDELLBASELL INDUSTRIES N
34,415$2.0B0.54%
67
DISDISNEY WALT CO
15,977$2.0B0.53%
68
NFLXNETFLIX INC
1,427$1.9B0.52%
69
SHOPSHOPIFY INC
16,563$1.9B0.52%
70
CSCOCISCO SYS INC
27,537$1.9B0.52%
71
DUKDUKE ENERGY CORP NEW
16,076$1.9B0.51%
72
ABNBAIRBNB INC
14,004$1.9B0.50%
73
PFEPFIZER INC
75,113$1.8B0.49%
74
AMTAMERICAN TOWER CORP NEW
8,092$1.8B0.49%
75
ARGXARGENX SE
3,270$1.8B0.49%
76
SCHASCHWAB STRATEGIC TR
71,014$1.8B0.48%
77
CELHCELSIUS HLDGS INC
37,048$1.7B0.46%
78
EDCONSOLIDATED EDISON INC
16,931$1.7B0.46%
79
DC4DEXCOM INC
19,029$1.7B0.45%
80
LAMRLAMAR ADVERTISING CO NEW
13,359$1.6B0.44%
81
IJRISHARES TR
14,725$1.6B0.43%
82
MRKMERCK & CO INC
19,989$1.6B0.43%
83
TFISPDR SERIES TRUST
35,566$1.6B0.43%
84
MSFTMICROSOFT CORP
3,119$1.6B0.42%
85
KMBKIMBERLY-CLARK CORP
10,386$1.4B0.36%
86
WDAYWORKDAY INC
5,441$1.3B0.35%
87
SMHVANECK ETF TRUST
4,652$1.3B0.35%
88
UNHUNITEDHEALTH GROUP INC
4,035$1.3B0.34%
89
GDDYGODADDY INC
6,688$1.2B0.32%
90
HYGISHARES TR
14,427$1.2B0.31%
91
SCHPSCHWAB STRATEGIC TR
41,589$1.1B0.30%
92
VRTXVERTEX PHARMACEUTICALS INC
2,482$1.1B0.30%
93
CMCSACOMCAST CORP NEW
30,845$1.1B0.30%
94
AMATAPPLIED MATLS INC
5,829$1.1B0.29%
95
STZCONSTELLATION BRANDS INC
6,400$1.0B0.28%
96
XYLXYLEM INC
7,221$934.1M0.25%
97
VGITVANGUARD SCOTTSDALE FDS
14,775$883.7M0.24%
98
IXUSISHARES TR
11,236$868.7M0.23%
99
SCHDSCHWAB STRATEGIC TR
31,467$833.9M0.23%
100
ISRGINTUITIVE SURGICAL INC
1,399$760.4M0.21%
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