• 13F History

SWS Partners

13F Filings History

Latest 13F report
Q4 2024 - Feb 6, 2025
Value $
$330M
Signature - Title
Aaron Larson - Director, Compliance Services
Location
Columbus, OH
Summary
This page shows a list of all the recent 13F filings made by SWS Partners. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SWS Partners reported 118 stock holdings with total value $330M as of Q4 2024. Top holdings included IVV, IJH, SCHR, SPYD, and NTRA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 118 $330M +$58.3M -$28.3M +$30M IVV, IJH, SCHR, SPYD, NTRA 13F-HR 2/6/2025, 12:24 PM
Q3 2024 116 $314M +$17.4M -$59.5M -$42.1M IVV, IJH, SCHF, SCHR, SCHX 13F-HR 10/15/2024, 01:45 PM
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 120 $271M +$20.7M -$15.4M +$5.31M IVV, SCHF, SCHX, SCHR, IJH 13F-HR 11/9/2023, 03:40 PM
Q2 2023 120 $277M +$9.12M -$12.7M -$3.54M IVV, SCHF, SCHX, SCHR, IJH Restatement 8/17/2023, 03:33 PM
Q1 2023 117 $269M +$54.3M -$5.57M +$48.8M IVV, SCHF, SCHX, SCHR, SPYD 13F-HR 5/9/2023, 04:32 PM
Q4 2022 80 $211M +$14.4M -$4.53M +$9.85M SCHF, IVV, SCHX, SCHR, SPYD 13F-HR 1/30/2023, 02:17 PM
Q3 2022 104 $216M +$108M -$3.19M +$105M IVV, SCHF, SCHR, SCHX, SPYD 13F-HR 11/9/2022, 09:44 AM
Q2 2022 69 $119M +$9.13M -$4.8M +$4.33M GOOGL, ACN, UNH, AMZN, JPM 13F-HR 7/28/2022, 12:27 PM
Q1 2022 109 $153M +$16.6M -$11.7M +$4.86M GOOGL, AMZN, ACN, AMBA, UNH 13F-HR 5/5/2022, 03:01 PM
Q4 2021 73 $176M +$23.6M -$4.37M +$19.2M GOOGL, AMZN, AMBA, UNH, ACN 13F-HR 1/25/2022, 08:34 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 -$10.1M +$20M SCHF, SCHX, SCHR, IVV, SPYD 13F-HR 3/31/2021, 03:50 PM
Q3 2020 108 $186M +$114M -$120K +$114M SCHX, SCHF, SCHR, SPYD, AAPL 13F-HR 11/13/2020, 10:02 AM
Q2 2020 67 $71.6M +$11.4M -$5.48M +$5.93M AAPL, AMZN, MSFT, GOOGL, ACN 13F-HR 8/13/2020, 05:05 PM
Q1 2020 109 $139M +$20.4M -$11.2M +$9.25M SCHF, SCHX, SCHR, SPYD, IVV 13F-HR 5/14/2020, 02:39 PM
Q3 2019 110 $166M +$13.6M -$5.65M +$7.96M SCHX, SCHF, SPYD, SCHR, IVV Restatement 11/21/2019, 09:50 AM
Q2 2019 116 $154M +$56.1M -$12.9M +$43.2M SCHX, SCHF, SPYD, SCHR, IVV 13F-HR 8/13/2019, 01:52 PM
Q4 2018 101 $132M +$6.75M -$9.52M -$2.77M SCHX, SCHR, SCHF, SCHZ, CORP 13F-HR 2/4/2019, 01:46 PM
Q3 2018 86 $119M +$8.87M -$3.94M +$4.94M SCHX, SCHF, SCHR, SCHZ, CORP 13F-HR 11/14/2018, 11:23 AM
Q2 2018 99 $142M +$33.4M -$5.68M +$27.7M SCHX, SCHF, SCHR, SCHZ, CORP 13F-HR 8/13/2018, 02:04 PM
Q1 2018 361 $136M +$19.1M -$3.65M +$15.4M SCHX, SCHF, SCHR, SCHZ, CORP 13F-HR 5/15/2018, 12:54 PM
Q4 2017 378 $133M SCHX, SCHR, SCHF, SCHZ, CORP 13F-HR 2/15/2018, 03:40 PM