SWS Partners Diversified Active

CIK: 0001731731 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 13, 2020

Total Value ($000): $78,533 (100.0% shares, 0.0% debt)

Holdings (74)

AAPL APPLE INC 5.8%
Value ($000) $4,585 Shares 10,786 Est. Cost $49.56 Unrealized +51.5%
AMZN AMAZON.COM INC 4.5%
Value ($000) $3,506 Shares 1,108 Est. Cost $82.07 Unrealized +47.2%
MSFT MICROSOFT CORP 4.0%
Value ($000) $3,137 Shares 15,300 Est. Cost $106.67 Unrealized +62.2%
GOOGL ALPHABET INC. CLASS A 3.0%
Value ($000) $2,330 Shares 1,566 Est. Cost $58.37 Unrealized +14.7%
ACN ACCENTURE PLC F CLASS A 2.6%
Value ($000) $2,062 Shares 9,173 Est. Cost $167.75 Unrealized +4.1%
MRK MERCK & CO. INC. 2.6%
Value ($000) $2,011 Shares 25,056 Est. Cost $44.43 Unrealized +41.5%
META FACEBOOK INC CLASS A 2.3%
Value ($000) $1,844 Shares 7,269 Est. Cost $179.51 Unrealized +15.5%
BLACKROCK INC 2.2%
Value ($000) $1,689 Shares 2,938 Est. Cost $476.77 Unrealized
ABBV ABBVIE INC 2.1%
Value ($000) $1,623 Shares 17,095 Est. Cost $67.19 Unrealized +4.9%
ETN EATON CORP PLC F 2.0%
Value ($000) $1,576 Shares 16,923 Est. Cost $66.59 Unrealized +12.3%
PYPL PAYPAL HOLDINGS INCORPOR 2.0%
Value ($000) $1,553 Shares 7,920 Est. Cost $101.71 Unrealized +35.6%
UPS UNITED PARCEL SRVC CLASS B 2.0%
Value ($000) $1,540 Shares 10,787 Est. Cost $80.15 Unrealized -0.5%
MET METLIFE INC 1.7%
Value ($000) $1,355 Shares 35,811 Est. Cost $36.21 Unrealized -20.0%
FNF FIDELITY NATL FINL 1.7%
Value ($000) $1,342 Shares 41,461 Est. Cost $28.55 Unrealized -25.6%
AVGO BROADCOM INC 1.7%
Value ($000) $1,330 Shares 4,200 Est. Cost $24.37 Unrealized +0.6%
CSCO CISCO SYSTEMS INC 1.7%
Value ($000) $1,300 Shares 27,598 Est. Cost $33.30 Unrealized +11.1%
JPM J P MORGAN CHASE & CO 1.6%
Value ($000) $1,279 Shares 13,236 Est. Cost $81.62 Unrealized +0.2%
MDT MEDTRONIC PLC F 1.6%
Value ($000) $1,273 Shares 13,198 Est. Cost $76.19 Unrealized +7.4%
IBM IBM CORP 1.6%
Value ($000) $1,228 Shares 9,987 Est. Cost $96.66 Unrealized -5.4%
INTERPUBLIC GRP COS 1.6%
Value ($000) $1,218 Shares 67,480 Est. Cost $16.93 Unrealized -21.9%
XYZ SQUARE INC CLASS A 1.5%
Value ($000) $1,207 Shares 9,295 Est. Cost $61.83 Unrealized +23.8%
BMY BRISTOL-MYERS SQUIBB 1.5%
Value ($000) $1,198 Shares 20,425 Est. Cost $36.13 Unrealized +32.6%
NVDA NVIDIA CORP 1.5%
Value ($000) $1,193 Shares 2,810 Est. Cost $4.92 Unrealized +63.9%
T A T & T INC 1.5%
Value ($000) $1,184 Shares 40,030 Est. Cost $15.15 Unrealized +2.3%
MTN VAIL RESORTS INC 1.5%
Value ($000) $1,143 Shares 5,953 Est. Cost $214.11 Unrealized -18.3%
WFC WELLS FARGO & CO. 1.5%
Value ($000) $1,143 Shares 47,128 Est. Cost $23.98 Unrealized 0.0%
GPC GENUINE PARTS CO 1.4%
Value ($000) $1,132 Shares 12,556 Est. Cost $84.00 Unrealized -19.8%
UNH UNITEDHEALTH GRP INC 1.4%
Value ($000) $1,115 Shares 3,682 Est. Cost $223.06 Unrealized +17.1%
O REALTY INCM CORP REIT 1.4%
Value ($000) $1,111 Shares 18,507 Est. Cost $40.03 Unrealized +0.3%
DUK DUKE ENERGY CORP 1.4%
Value ($000) $1,096 Shares 12,939 Est. Cost $67.98 Unrealized -0.5%
W WAYFAIR INC CLASS A 1.4%
Value ($000) $1,094 Shares 4,111 Est. Cost $76.53 Unrealized +95.4%
LAMR LAMAR ADVERTISING CO0050 REIT 1.4%
Value ($000) $1,089 Shares 16,561 Est. Cost $75.54 Unrealized
D DOMINION ENERGY INC 1.3%
Value ($000) $1,022 Shares 12,608 Est. Cost $63.12 Unrealized -0.8%
NFLX NETFLIX INC 1.2%
Value ($000) $979 Shares 2,002 Est. Cost $35.48 Unrealized +20.0%
MDLZ MONDELEZ INTL CLASS A 1.2%
Value ($000) $949 Shares 17,098 Est. Cost $46.70 Unrealized -4.6%
NOW SERVICE NOW INC 1.2%
Value ($000) $941 Shares 2,142 Est. Cost $42.11 Unrealized +67.7%
PHG KIMBERLY-CLARK CORP 1.2%
Value ($000) $932 Shares 6,129 Est. Cost $50.04 Unrealized
KO THE COCA-COLA CO 1.2%
Value ($000) $918 Shares 19,422 Est. Cost $40.20 Unrealized -3.7%
KSS KOHLS CORP 1.2%
Value ($000) $917 Shares 48,163 Est. Cost $45.28 Unrealized -57.4%
MPC MARATHON PETROLEUM CORP. 1.2%
Value ($000) $917 Shares 24,007 Est. Cost $27.17 Unrealized 0.0%
LYONDELLBASELL INDS F CLASS A 1.1%
Value ($000) $864 Shares 13,813 Est. Cost $52.69 Unrealized
WESTROCK CO 1.1%
Value ($000) $862 Shares 32,100 Est. Cost $27.98 Unrealized
ISRG INTUITIVE SURGICAL 1.1%
Value ($000) $849 Shares 1,239 Est. Cost $161.32 Unrealized +11.1%
TWLO TWILIO, inc. CL A 1.1%
Value ($000) $846 Shares 3,049 Est. Cost $160.56 Unrealized 0.0%
HD HOME DEPOT INC 1.1%
Value ($000) $829 Shares 3,122 Est. Cost $166.71 Unrealized +19.8%
ILMN ILLUMINA INC 1.0%
Value ($000) $824 Shares 2,156 Est. Cost $275.99 Unrealized +16.6%
PSX PHILLIPS 66 1.0%
Value ($000) $821 Shares 13,235 Est. Cost $56.22 Unrealized 0.0%
CRM SALESFORCE COM 0.9%
Value ($000) $735 Shares 3,772 Est. Cost $141.66 Unrealized +17.5%
SHOP SHOPIFY, INC. 0.9%
Value ($000) $707 Shares 690 Est. Cost $69.41 Unrealized 0.0%
HON HONEYWELL INTL INC 0.9%
Value ($000) $668 Shares 4,472 Est. Cost $124.86 Unrealized -5.6%
VRTX VERTEX PHARMACEUTICA 0.9%
Value ($000) $668 Shares 2,456 Est. Cost $199.66 Unrealized +35.8%
EW EDWARDS LIFESCIENCES 0.8%
Value ($000) $651 Shares 8,303 Est. Cost $65.85 Unrealized +7.9%
FICO FAIR ISAAC INTL CORP 0.8%
Value ($000) $628 Shares 1,430 Est. Cost $230.26 Unrealized +58.5%
SPLUNK INC 0.8%
Value ($000) $616 Shares 2,938 Est. Cost $143.16 Unrealized
ATLASSIAN CORP PLC F CLASS A 0.8%
Value ($000) $612 Shares 3,462 Est. Cost $112.12 Unrealized
CCI CROWN CASTLE INTL CO REIT 0.8%
Value ($000) $598 Shares 3,585 Est. Cost $87.49 Unrealized +42.9%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $576 Shares 1,521 Est. Cost $280.12 Unrealized +15.6%
MNST MONSTER BEVERAGE CORPORA 0.7%
Value ($000) $572 Shares 7,289 Est. Cost $28.78 Unrealized +13.5%
ZG ZILLOW GROUP INC 0.7%
Value ($000) $566 Shares 8,270 Est. Cost $46.25 Unrealized +6.5%
UBER UBERT TECHNOLOGIES, INC. 0.7%
Value ($000) $542 Shares 17,899 Est. Cost $31.17 Unrealized 0.0%
ASML ASML HLDGS NV F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.7%
Value ($000) $523 Shares 1,478 Est. Cost $280.04 Unrealized
WORKDAY INC CLASS A 0.6%
Value ($000) $503 Shares 2,778 Est. Cost $94.81 Unrealized
AMBA AMBARELLA INC F 0.6%
Value ($000) $449 Shares 9,918 Est. Cost $46.87 Unrealized +9.9%
NKE NIKE INC CLASS B 0.5%
Value ($000) $430 Shares 4,408 Est. Cost $85.86 Unrealized -0.5%
STZ CONSTELLATION BRAND CLASS A 0.5%
Value ($000) $428 Shares 2,404 Est. Cost $183.80 Unrealized -17.4%
YUMC YUM CHINA HOLDINGS INC 0.5%
Value ($000) $421 Shares 8,215 Est. Cost $44.18 Unrealized +6.7%
ROP ROPER TECHNOLOGIES 0.5%
Value ($000) $415 Shares 959 Est. Cost $341.78 Unrealized +1.4%
IHS MARKIT LTD F 0.5%
Value ($000) $407 Shares 5,041 Est. Cost $66.26 Unrealized
CORESITE REALTY CORP REIT 0.4%
Value ($000) $352 Shares 2,727 Est. Cost $117.41 Unrealized
TPR TAPESTRY, Inc. 0.4%
Value ($000) $346 Shares 25,878 Est. Cost $12.54 Unrealized 0.0%
CME CME GROUP INC CLASS A 0.4%
Value ($000) $327 Shares 1,970 Est. Cost $134.21 Unrealized +7.5%
CDW CORP 0.4%
Value ($000) $322 Shares 2,768 Est. Cost $112.71 Unrealized
LENDING TREE, INC. 0.3%
Value ($000) $262 Shares 757 Est. Cost $346.10 Unrealized
VC VISTEON CORP. 0.3%
Value ($000) $253 Shares 3,489 Est. Cost $62.52 Unrealized 0.0%