SWS Partners

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 17, 2024
Value $
$335M
Signature - Title
Aaron Larson - Sr. Compliance Consultant
Location
230 West Street, Suite 500, Columbus, OH
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 310 $335M +$32.4M -$23.8M +$8.62M IVV, IJH, SCHF, SCHR, SCHX 13F-HR 7/17/2024, 11:34 AM
Q1 2024 114 $334M +$37.1M -$23.4M +$13.7M IVV, IJH, SCHX, SCHF, SCHR 13F-HR 4/30/2024, 04:03 PM
Q4 2023 112 $307M +$29.6M -$23.8M +$5.77M IVV, IJH, SCHX, SCHF, SCHR 13F-HR 2/13/2024, 10:28 AM
Q3 2023 115 $271M +$20.7M -$15.4M +$5.31M IVV, SCHF, SCHX, SCHR, IJH 13F-HR 11/9/2023, 03:40 PM
Q2 2023 113 $277M +$9.12M -$12.7M -$3.54M IVV, SCHF, SCHX, SCHR, IJH Restatement 8/17/2023, 02:33 PM
Q1 2023 117 $269M +$54.3M -$8.24M +$46.1M IVV, SCHF, SCHX, SCHR, SPYD 13F-HR 5/9/2023, 04:32 PM
Q4 2022 80 $211M +$14.4M -$31.8M -$17.4M SCHF, IVV, SCHX, SCHR, SPYD 13F-HR 1/30/2023, 03:17 PM
Q3 2022 104 $216M +$108M -$4.36M +$104M IVV, SCHF, SCHR, SCHX, SPYD 13F-HR 11/9/2022, 10:44 AM
Q2 2022 69 $119M +$9.13M -$8.78M +$347K GOOGL, ACN, UNH, AMZN, JPM 13F-HR 7/28/2022, 12:27 PM
Q1 2022 109 $153M +$16.6M -$19.2M -$2.58M GOOGL, AMZN, ACN, AMBA, UNH 13F-HR 5/5/2022, 03:01 PM
Q4 2021 73 $176M +$23.6M -$16.7M +$6.89M GOOGL, AMZN, AMBA, UNH, ACN 13F-HR 1/25/2022, 09:34 AM
Q3 2021 84 $161M +$26.1M -$13M +$13.1M AMZN, GOOGL, AMBA, META, ACN 13F-HR 11/8/2021, 11:51 AM
Q2 2021 73 $151M +$11M -$14.7M -$3.67M AMZN, META, GOOGL, ACN, ABBV 13F-HR 8/9/2021, 04:33 PM
Q1 2021 78 $142M +$20M -$107M -$86.9M AMZN, META, GOOGL, ACN, JPM 13F-HR 5/17/2021, 01:14 PM
Q4 2020 111 $222M +$30M -$20.3M +$9.76M SCHF, SCHX, SCHR, IVV, SPYD 13F-HR 3/31/2021, 03:50 PM
Q3 2020 108 $186M +$114M -$4.47M +$110M SCHX, SCHF, SCHR, SPYD, AAPL 13F-HR 11/13/2020, 11:02 AM
Q2 2020 71 $76M +$12.5M -$90.3M -$77.8M AAPL, AMZN, MSFT, GOOGL, ACN 13F-HR 8/13/2020, 05:05 PM
Q1 2020 109 $139M +$20.2M -$17.7M +$2.49M SCHF, SCHX, SCHR, SPYD, IVV 13F-HR 5/14/2020, 02:39 PM
Q3 2019 111 $166M +$13.6M -$7.44M +$6.17M SCHX, SCHF, SPYD, SCHR, IVV Restatement 11/21/2019, 10:50 AM
Q2 2019 116 $154M +$56.1M -$44.4M +$11.7M SCHX, SCHF, SPYD, SCHR, IVV 13F-HR 8/13/2019, 01:52 PM
Q4 2018 101 $132M +$6.53M -$6.65M -$126K SCHX, SCHR, SCHF, SCHZ, CORP 13F-HR 2/4/2019, 02:46 PM
Q3 2018 102 $119M +$8.87M -$4.81M +$4.06M SCHX, SCHF, SCHR, SCHZ, CORP 13F-HR 11/14/2018, 12:23 PM
Q2 2018 100 $142M +$33.4M -$29.3M +$4.07M SCHX, SCHF, SCHR, SCHZ, CORP 13F-HR 8/13/2018, 02:04 PM
Q1 2018 372 $136M +$19.1M -$11.6M +$7.48M SCHX, SCHF, SCHR, SCHZ, CORP 13F-HR 5/15/2018, 12:54 PM
Q4 2017 395 $133M $0 $0 SCHX, SCHR, SCHF, SCHZ, CORP 13F-HR 2/15/2018, 04:40 PM