HoldingsChannel.com
SWS Partners Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SCHWAB US LARGE CAP ETF (SCHX) 137,067 +2,716 $10,194
     SCHX137,067+2,716$10,194
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 293,518 +11,225 $9,796
     SCHF293,518+11,225$9,796
SPDR S&P 500 HIGH DIVIDEND ETF (SPYD) 234,255 +33,908 $9,186
     SPYD234,255+33,908$9,186
SCHWAB INTERMEDIATE TERMUS TRS ETF (SCHR) 141,910 +5,589 $7,833
     SCHR141,910+5,589$7,833
ISHARES CORE S&P 500 ETF (IVV) 21,204 +1,435 $6,637
     IVV21,204+1,435$6,637
NUVEEN REAL ASSET INCOME 306,098 +282,552 $5,173
     JRI306,098+282,552$5,173
WAYFAIR INC CLASS A 39,246 +36,912 $5,139
     WDAY39,246+36,912$5,139
ISHARES CORE S&P MID CAPETF (IJH) 20,099 +1,450 $4,024
     IJH20,099+1,450$4,024
ASML HLDGS NV F SPONSORED ADR 1 ADR REPS 1 ORD SHS 17,996 +17,996 $4,012
     ASMLF17,996+17,996$4,012
INVESCO PREFERRED ETF      $3,685
     PFD PORTFOLIO246,463+9,634$3,685
ARISTA NETWORKS INC 14,398 +13,542 $3,680
     ANET14,398+13,542$3,680
PROOFPOINT INC 29,174 +27,439 $3,586
     PFPT29,174+27,439$3,586
VANGUARD HIGH DIVIDEND YIELD ETF (VYM) 36,975 +2,835 $3,378
     VYM36,975+2,835$3,378
ISHARES PREFERRED INCOME SEC ETF (PFF) 90,002 +90,002 $3,347
     PFF90,002+90,002$3,347
ZILLOW GROUP INC 70,896 +66,680 $3,315
     Z70,896+66,680$3,315
ISHARES JP MORGAN USD EMERGING MARKE (EMB) 28,899 +28,899 $3,289
     EMB28,899+28,899$3,289
GLOBAL X MLP ETF (MLPA) 431,229 -5,157 $3,236
     MLPA431,229-5,157$3,236
CHARLES SCHWAB US REIT ETF (SCHH) 67,078 +6,113 $3,137
     SCHH67,078+6,113$3,137
XTRCKR MSCI EAFE HG DV YLD EQ ETF (HDEF) 129,032 +20,817 $3,075
     HDEF129,032+20,817$3,075
ISHARES INTERMEDT TERM CORP BOND ETF (IGIB) 50,559 +6,390 $2,923
     IGIB50,559+6,390$2,923
ISHARES BROAD USD HG YLDCRP BND ETF (USHY) 71,562 +71,562 $2,907
     USHY71,562+71,562$2,907
INVESCO FTSE RAFI US 1500 SMALL MID ETF (PRFZ) 22,535 +22,535 $2,845
     PRFZ22,535+22,535$2,845
SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF (TFI) 55,904 +55,904 $2,819
     TFI55,904+55,904$2,819
ABBOTT LABORATORIES 31,365 +31,365 $2,718
     ABT31,365+31,365$2,718
SCHWAB US AGGREGATE BONDETF 50,673 -9,015 $2,710
     SCHZ50,673-9,015$2,710
NUVEEN TAX ADVNTGD DIVDN 159,484 +147,216 $2,651
     JTD159,484+147,216$2,651
A T & T INC 63,003 +973 $2,475
     T63,003+973$2,475
ISHARES CORE S&P SMALL CAP ETF (IJR) 29,391 +2,533 $2,377
     IJR29,391+2,533$2,377
SPDR INTRMDT TRM CRPRATEBND ETF (SPIB) 65,954 +3,462 $2,321
     SPIB65,954+3,462$2,321
ZAYO GROUP HOLDINGS 68,720 +68,720 $2,313
     ZAYO68,720+68,720$2,313
VANGUARD MORTGAGE BACKEDSEC ETF IV (VMBS) 43,048 +4,693 $2,290
     VMBS43,048+4,693$2,290
APPLE INC 8,453 -506 $2,234
     AAPL8,453-506$2,234
INVESCO S&P 500 LOW VOLATILITY ETF (SPLV) 38,151 -2,444 $2,185
     SPLV38,151-2,444$2,185
VALERO ENERGY CORP 21,318 -477 $2,152
     VLO21,318-477$2,152
TAPESTRY INC 73,299 +73,299 $2,139
     TPR73,299+73,299$2,139
DUKE ENERGY CORP 23,691 +1,869 $2,096
     DUK23,691+1,869$2,096
MICROSOFT CORP 13,982 +52 $2,093
     MSFT13,982+52$2,093
MERCK & CO. INC. 24,344 +419 $2,070
     MRK24,344+419$2,070
BLACKROCK INC 4,210 +470 $2,062
     BLK4,210+470$2,062
FIDELITY NATL FINL 42,947 +597 $2,057
     FNF42,947+597$2,057
BRISTOL MYERS SQUIBB 34,481 +634 $2,017
     BMY34,481+634$2,017
EATON CORP PLC F 21,851 +591 $1,998
     ETN21,851+591$1,998
ALPS ALERIAN MLP ETF (AMLP) 204,731 +192,688 $1,966
     AMLP204,731+192,688$1,966
ISHARES NATIONAL MUNI BOND ETF (MUB) 17,073 -5 $1,939
     MUB17,073-5$1,939
UNITED PARCEL SRVC CLASS B 15,500 -1,381 $1,912
     UPS15,500-1,381$1,912
LAMAR ADVERTISING CO0050REIT 22,049 +1,575 $1,834
     LAMR22,049+1,575$1,834
VISTEON CORP 28,655 +28,655 $1,814
     VC28,655+28,655$1,814
ABBVIE INC 27,301 +27,301 $1,806
     ABBV27,301+27,301$1,806
FIDELITY NATL INFO 13,221 +13,221 $1,752
     FIS13,221+13,221$1,752
KIMBERLY CLARK CORP 13,208 +1,647 $1,738
     PHG13,208+1,647$1,738

See Full List: All Stocks Held By SWS Partners
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By SWS Partners

Size ($ in 1000's)
At 09/30/2019: $271,146
At 06/30/2019: $157,432

SWS Partners holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from SWS Partners 13F filings. Link to 13F filings: SEC filings

SWS Partners Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.