SWS Partners Diversified Active

CIK: 0001731731 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 28, 2022

Total Value ($000): $118,791 (100.0% shares, 0.0% debt)

Holdings (69)

GOOGL Alphabet Inc. Class A 3.8%
Value ($000) $4,559 Shares 2,092 Est. Cost $69.91 Unrealized +67.1%
ACN Accenture PLC Class A 2.8%
Value ($000) $3,334 Shares 12,007 Est. Cost $196.19 Unrealized +45.1%
UNH UnitedHealth Group 2.7%
Value ($000) $3,238 Shares 6,304 Est. Cost $315.91 Unrealized +49.1%
AMZN Amazon Com Inc 2.3%
Value ($000) $2,730 Shares 25,701 Est. Cost $124.98 Unrealized +0.1%
JPM JPMorgan Chase 2.3%
Value ($000) $2,707 Shares 24,036 Est. Cost $103.56 Unrealized +9.1%
FNF Fidelity Natl Finl 2.3%
Value ($000) $2,693 Shares 72,864 Est. Cost $29.68 Unrealized +9.3%
BlackRock Inc 2.1%
Value ($000) $2,526 Shares 4,147 Est. Cost $592.49 Unrealized
ABBV Abbvie Inc 2.1%
Value ($000) $2,507 Shares 16,365 Est. Cost $74.37 Unrealized +80.3%
MET MetLife, Inc. 2.1%
Value ($000) $2,467 Shares 39,283 Est. Cost $39.36 Unrealized +50.5%
WFC Wells Fargo & Co 2.1%
Value ($000) $2,457 Shares 62,714 Est. Cost $25.69 Unrealized +55.5%
AMBA Ambarella Inc 2.0%
Value ($000) $2,372 Shares 36,229 Est. Cost $80.14 Unrealized +0.5%
BMY Bristol-Myers Squibb 2.0%
Value ($000) $2,364 Shares 30,703 Est. Cost $44.01 Unrealized +47.6%
NTRA Natera, Inc 1.9%
Value ($000) $2,310 Shares 65,193 Est. Cost $79.75 Unrealized -53.6%
NOW Service Now Inc 1.9%
Value ($000) $2,247 Shares 4,725 Est. Cost $78.19 Unrealized +21.9%
UPS United Parcel SRVC Class B 1.9%
Value ($000) $2,237 Shares 12,255 Est. Cost $96.24 Unrealized +59.3%
AVGO Broadcom Limited 1.9%
Value ($000) $2,222 Shares 4,574 Est. Cost $29.84 Unrealized +75.6%
MPC Marathon Petroleum Corp 1.9%
Value ($000) $2,214 Shares 26,933 Est. Cost $33.87 Unrealized +154.7%
PSX Phillips 66 1.8%
Value ($000) $2,181 Shares 26,598 Est. Cost $59.79 Unrealized +35.4%
ABT Abbott Laboratories 1.8%
Value ($000) $2,176 Shares 20,030 Est. Cost $118.53 Unrealized -10.5%
LYB Lyondellbasell Inds F Class A 1.8%
Value ($000) $2,176 Shares 24,874 Est. Cost $72.87 Unrealized +9.1%
PCT Purecycle Technologies Inc 1.8%
Value ($000) $2,146 Shares 289,221 Est. Cost $11.59 Unrealized -27.7%
DUK Duke Energy Corp 1.8%
Value ($000) $2,122 Shares 19,797 Est. Cost $71.85 Unrealized +32.7%
TPR Tapestry Inc 1.8%
Value ($000) $2,108 Shares 69,058 Est. Cost $29.61 Unrealized -0.3%
D Dominion Energy Inc 1.8%
Value ($000) $2,086 Shares 26,140 Est. Cost $62.85 Unrealized +10.3%
MRK Merck & Co Inc 1.7%
Value ($000) $2,057 Shares 22,564 Est. Cost $54.11 Unrealized +46.4%
GPC Genuine Parts Co 1.7%
Value ($000) $2,036 Shares 15,310 Est. Cost $85.62 Unrealized +40.5%
CTSH Cognizant Tech Solu Class A 1.7%
Value ($000) $2,011 Shares 29,803 Est. Cost $74.17 Unrealized -2.8%
ETN Eaton Corp PLC F 1.7%
Value ($000) $2,006 Shares 15,918 Est. Cost $72.75 Unrealized +82.2%
SNOW Snowflake Inc Class A 1.7%
Value ($000) $1,969 Shares 14,160 Est. Cost $237.03 Unrealized -33.2%
Westrock Co 1.7%
Value ($000) $1,968 Shares 49,404 Est. Cost $33.74 Unrealized
New Relic Inc 1.6%
Value ($000) $1,903 Shares 38,022 Est. Cost $61.07 Unrealized
GLW Corning Inc 1.5%
Value ($000) $1,833 Shares 58,170 Est. Cost $30.13 Unrealized +3.1%
CMCSA Comcast Corporation Class A 1.5%
Value ($000) $1,830 Shares 46,633 Est. Cost $49.63 Unrealized -22.7%
KO Coca-Cola 1.5%
Value ($000) $1,805 Shares 28,693 Est. Cost $42.28 Unrealized +34.3%
UBER Uber Technologies Inc 1.5%
Value ($000) $1,751 Shares 85,588 Est. Cost $39.42 Unrealized -32.7%
MDLZ Mondelez Intl Class A 1.5%
Value ($000) $1,739 Shares 28,013 Est. Cost $49.92 Unrealized +14.7%
Arista Networks Inc 1.4%
Value ($000) $1,698 Shares 18,116 Est. Cost $193.86 Unrealized
KMB Kimberly-Clark Corp 1.4%
Value ($000) $1,672 Shares 12,370 Est. Cost $115.23 Unrealized -0.4%
MRVL Marvell Technology Inc 1.4%
Value ($000) $1,645 Shares 37,785 Est. Cost $59.24 Unrealized -5.8%
META Meta Platforms Inc Class A 1.4%
Value ($000) $1,617 Shares 10,027 Est. Cost $228.87 Unrealized -16.3%
CSCO Cisco Systems 1.3%
Value ($000) $1,602 Shares 37,574 Est. Cost $36.29 Unrealized +18.0%
VC Visteon Corp 1.3%
Value ($000) $1,574 Shares 15,200 Est. Cost $95.31 Unrealized +7.7%
VRTX Vertex Pharmaceutica 1.3%
Value ($000) $1,568 Shares 5,564 Est. Cost $210.50 Unrealized +27.2%
Interpublic GRP Cos 1.3%
Value ($000) $1,542 Shares 56,020 Est. Cost $19.15 Unrealized +43.8%
STZ Constellation Brand Class A 1.3%
Value ($000) $1,492 Shares 6,402 Est. Cost $185.56 Unrealized +23.1%
AMAT Applied Materials 1.2%
Value ($000) $1,421 Shares 15,623 Est. Cost $80.19 Unrealized +32.3%
TWLO Twilio Inc Class A 1.2%
Value ($000) $1,393 Shares 16,616 Est. Cost $243.61 Unrealized -54.1%
LII Lennox International 1.1%
Value ($000) $1,366 Shares 6,611 Est. Cost $297.10 Unrealized -29.6%
MTCH Match Group, Inc 1.1%
Value ($000) $1,326 Shares 19,034 Est. Cost $133.59 Unrealized -40.7%
MTN Vail Resorts Inc 1.1%
Value ($000) $1,317 Shares 6,038 Est. Cost $222.62 Unrealized +9.9%
RH RH 1.1%
Value ($000) $1,269 Shares 5,979 Est. Cost $378.97 Unrealized -21.7%
EA Electronic Arts Inc 1.0%
Value ($000) $1,177 Shares 9,677 Est. Cost $126.89 Unrealized -1.5%
Atlassian Corp PLC Class A 0.9%
Value ($000) $1,094 Shares 5,838 Est. Cost $196.90 Unrealized
PYPL Paypal Holdings, Inc 0.9%
Value ($000) $1,031 Shares 14,761 Est. Cost $152.26 Unrealized -43.2%
GH Guardant Health Inc 0.9%
Value ($000) $1,027 Shares 25,465 Est. Cost $60.67 Unrealized -18.3%
NVDA Nvidia Corp 0.8%
Value ($000) $980 Shares 6,466 Est. Cost $17.52 Unrealized +7.6%
ISRG Intuitive Surgical 0.8%
Value ($000) $975 Shares 4,857 Est. Cost $276.31 Unrealized -15.1%
NET Cloudflare Inc Class A 0.7%
Value ($000) $890 Shares 20,348 Est. Cost $102.87 Unrealized -30.0%
WDAY Workday Inc Class A 0.7%
Value ($000) $876 Shares 6,273 Est. Cost $248.35 Unrealized -26.8%
SHOP Shopify Inc Class A 0.7%
Value ($000) $852 Shares 27,258 Est. Cost $48.25 Unrealized -11.5%
ETSY Etsy Inc 0.6%
Value ($000) $722 Shares 9,865 Est. Cost $196.36 Unrealized -53.5%
XYZ Block Inc Class A 0.6%
Value ($000) $659 Shares 10,718 Est. Cost $101.40 Unrealized -9.9%
NFLX Netflix Inc 0.6%
Value ($000) $654 Shares 3,739 Est. Cost $41.50 Unrealized -46.6%
MSFT Microsoft 0.5%
Value ($000) $573 Shares 2,231 Est. Cost $290.66 Unrealized -9.4%
AAPL Apple 0.4%
Value ($000) $481 Shares 3,515 Est. Cost $96.16 Unrealized +54.6%
MP MP Materials Corp Class A 0.4%
Value ($000) $467 Shares 14,572 Est. Cost $40.36 Unrealized 0.0%
ITW Illinois Tool Works 0.2%
Value ($000) $283 Shares 1,553 Est. Cost $210.30 Unrealized -13.0%
XOM ExxonMobil 0.2%
Value ($000) $232 Shares 2,711 Est. Cost $67.89 Unrealized +17.2%
BRK/B Berkshire Hathaway Class B 0.2%
Value ($000) $229 Shares 838 Est. Cost $323.46 Unrealized -3.0%