HoldingsChannel.com
SWS Partners Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 308,977 +308,977 $7,984
     SCHF308,977+308,977$7,984
SCHWAB US LARGE CAP ETF (SCHX) 127,724 +127,724 $7,823
     SCHX127,724+127,724$7,823
SCHWAB INTERMEDIATE TERM US TRS ETF (SCHR) 121,408 +121,408 $7,136
     SCHR121,408+121,408$7,136
SPDR S&P 500 HIGH DIVIDEND ETF (SPYD) 271,822 +271,822 $6,687
     SPYD271,822+271,822$6,687
ISHARES CORE S&P 500 ETF (IVV) 21,691 +21,691 $5,605
     IVV21,691+21,691$5,605
ISHARES NATIONAL MUNI BOND ETF (MUB) 25,544 +25,544 $2,887
     MUB25,544+25,544$2,887
INVESCO PREFERRED ETF (PGX)      $2,875
     PFD PORTFOLIO218,476+218,476$2,875
APPLE INC 10,853 +10,853 $2,760
     AAPL10,853+10,853$2,760
MICROSOFT CORP 17,373 +17,373 $2,740
     MSFT17,373+17,373$2,740
ISHARES CORE S&P MID CAP ETF (IJH) 18,329 +18,329 $2,637
     IJH18,329+18,329$2,637
ISHARES INTERMEDT TERM CORP BOND ETF (IGIB) 42,519 +42,519 $2,335
     IGIB42,519+42,519$2,335
VANGUARD HIGH DIVIDEND YIELD ETF (VYM) 32,733 +32,733 $2,316
     VYM32,733+32,733$2,316
ISHARES GLOBAL ENERGY ETF (IXC) 137,031 +137,031 $2,314
     IXC137,031+137,031$2,314
XTRCKR MSCI EAFE HG DV YLD EQ ETF (HDEF) 125,452 +125,452 $2,312
     HDEF125,452+125,452$2,312
VANGUARD MORTGAGE BACKED SEC ETF (VMBS) 42,310 +42,310 $2,306
     VMBS42,310+42,310$2,306
ISHARES BROAD USD HG YLD CRP BND ETF (USHY) 64,476 +64,476 $2,289
     USHY64,476+64,476$2,289
CHARLES SCHWAB US REIT ETF (SCHH) 68,724 +68,724 $2,250
     SCHH68,724+68,724$2,250
SPDR INTRMDT TRM CRPRATE BND ETF (SPIB) 65,937 +65,937 $2,243
     SPIB65,937+65,937$2,243
AMAZON.COM INC 1,017 +1,017 $1,983
     AMZN1,017+1,017$1,983
SCHWAB US AGGREGATE BOND ETF (SCHZ) 35,696 +35,696 $1,937
     SCHZ35,696+35,696$1,937
MERCK & CO. INC. 24,163 +24,163 $1,859
     MRK24,163+24,163$1,859
ISHARES CORE S&P SMALL CAP ETF (IJR) 30,999 +30,999 $1,739
     IJR30,999+30,999$1,739
ALPHABET INC. CLASS A 1,414 +1,414 $1,643
     GOOGL1,414+1,414$1,643
ABBVIE INC 19,917 +19,917 $1,518
     ABBV19,917+19,917$1,518
BLACKROCK INC 3,307 +3,307 $1,455
     BLK3,307+3,307$1,455
METLIFE INC 47,489 +47,489 $1,452
     MET47,489+47,489$1,452
A T & T INC 49,465 +49,465 $1,442
     T49,465+49,465$1,442
EATON CORP PLC F 18,300 +18,300 $1,422
     ETN18,300+18,300$1,422
SPDR WELLS FARGO PREFERRED STOCK ETF (PSK) 35,396 +35,396 $1,387
     PSK35,396+35,396$1,387
DUKE ENERGY CORP 17,071 +17,071 $1,381
     DUK17,071+17,071$1,381
LAMAR ADVERTISING CO0050 REIT 26,313 +26,313 $1,349
     LAMR26,313+26,313$1,349
ISHARES CORE MSCI TOTL INTL STCK ETF (IXUS) 28,246 +28,246 $1,328
     IXUS28,246+28,246$1,328
FIDELITY NATL FINL 53,124 +53,124 $1,322
     FNF53,124+53,124$1,322
VANGUARD INTRNTNL HGH DIV YLD ETF IV (VYMI) 29,054 +29,054 $1,316
     VYMI29,054+29,054$1,316
BRISTOL MYERS SQUIBB 23,478 +23,478 $1,309
     BMY23,478+23,478$1,309
MEDTRONIC PLC F 13,446 +13,446 $1,213
     MDT13,446+13,446$1,213
INVESCO S&P 500 LOW VOLATILITY ETF (SPLV) 25,820 +25,820 $1,211
     SPLV25,820+25,820$1,211
THE COCA COLA CO 27,156 +27,156 $1,202
     KO27,156+27,156$1,202
REALTY INCM CORP REIT 24,086 +24,086 $1,201
     O24,086+24,086$1,201
SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF (TFI) 23,820 +23,820 $1,191
     TFI23,820+23,820$1,191
UNITED PARCEL SRVC CLASS B 12,591 +12,591 $1,176
     UPS12,591+12,591$1,176
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 34,344 +34,344 $1,152
     VWO34,344+34,344$1,152
NVIDIA CORP 4,138 +4,138 $1,091
     NVDA4,138+4,138$1,091
INTERPUBLIC GRP COS 67,331 +67,331 $1,090
     IPG67,331+67,331$1,090
MONDELEZ INTL CLASS A 21,626 +21,626 $1,083
     MDLZ21,626+21,626$1,083
FACEBOOK INC CLASS A 6,449 +6,449 $1,076
     FB6,449+6,449$1,076
TRUIST FINL CORP 34,300 +34,300 $1,058
     TFC34,300+34,300$1,058
REGIONS FINL CO 116,569 +116,569 $1,046
     RF116,569+116,569$1,046
DOMINION ENERGY INC 14,006 +14,006 $1,011
     D14,006+14,006$1,011
KIMBERLY CLARK CORP 7,712 +7,712 $986
     PHG7,712+7,712$986

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

See Details: Top 10 Stocks Held By SWS Partners

Size ($ in 1000's)
At 03/31/2020: $139,898
At 12/31/2019: $0

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.