Legal Name: SWS PARTNERS, LLC
報告期間:
Jun 30, 2019
有効日:
Aug 13, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
SCHWAB STRATEGIC TR (808524201)
|
134,351 |
$9,613k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
282,293 |
$9,047k |
|
|
SPDR SERIES TRUST (78468R788)
|
200,347 |
$7,645k |
|
|
SCHWAB STRATEGIC TR (808524854)
|
136,321 |
$7,485k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
19,769 |
$5,943k |
|
|
Global X MLP ETF (37950E473)
|
436,386 |
$3,919k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
18,649 |
$3,620k |
|
|
INVESCO PREFERRED ETF (73936T565)
|
236,829 |
$3,522k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
59,688 |
$3,161k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
34,140 |
$3,020k |
|
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
60,965 |
$2,767k |
|
|
ISHARES (464288638)
|
44,169 |
$2,513k |
|
|
DBX ETF TR (233051630)
|
108,215 |
$2,474k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
40,595 |
$2,290k |
|
|
SPDR SERIES TRUST (78464A375)
|
62,492 |
$2,181k |
|
|
Amazon.com Inc (023135106)
|
1,098 |
$2,172k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
26,858 |
$2,081k |
|
|
AT&T INC (00206R102)
|
62,030 |
$2,053k |
|
|
VANGUARD SCOTTSDALE FDS (92206C771)
|
38,355 |
$2,030k |
|
|
MERCK & CO INC (58933Y105)
|
23,925 |
$1,978k |
|
|
DUKE ENERGY CORP (26441C204)
|
21,822 |
$1,959k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
17,078 |
$1,938k |
|
|
MICROSOFT CORP (594918104)
|
13,930 |
$1,900k |
|
|
Apple Inc (037833100)
|
8,959 |
$1,843k |
|
|
Valero Energy Corp (91913Y100)
|
21,795 |
$1,817k |
|
|
FNF GROUP (31620R303)
|
42,350 |
$1,807k |
|
|
BlackRock, Inc. (09247X101)
|
3,740 |
$1,777k |
|
|
ONEOK Inc (682680103)
|
25,527 |
$1,765k |
|
|
UNITED PARCEL SERVIC (911312106)
|
16,881 |
$1,735k |
|
|
EATON CORPORATION (G29183103)
|
21,260 |
$1,681k |
|
|
BB&T CORPORATION (054937107)
|
32,254 |
$1,646k |
|
|
LAMAR ADVERTISING (512816109)
|
20,474 |
$1,638k |
|
|
REGIONS FINL CORP (7591EP100)
|
109,673 |
$1,622k |
|
|
KONINKLIJKE PHILIPSF SPONSORED (500472303)
|
11,561 |
$1,590k |
|
|
COCA-COLA CO (191216100)
|
30,441 |
$1,584k |
|
|
METLIFE INC (59156R108)
|
31,599 |
$1,580k |
|
|
MEDTRONIC PLC (G5960L103)
|
15,568 |
$1,578k |
|
|
SPDR SERIES TRUST (78464A292)
|
35,533 |
$1,550k |
|
|
REALTY INCOME CORP (756109104)
|
21,610 |
$1,515k |
|
|
Bristol-Myers Squibb Co (110122108)
|
33,847 |
$1,491k |
|
|
ALPHABET INC (02079K305)
|
1,265 |
$1,451k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
31,206 |
$1,343k |
|
|
PIMCO ETF TR (72201R817)
|
11,870 |
$1,272k |
|
|
Facebook Inc (30303M102)
|
6,305 |
$1,266k |
|
|
VANGUARD INTL HIGH DIV YLD ETF (921946794)
|
19,445 |
$1,195k |
|
|
INTERPUBLIC GROUP (460690100)
|
51,520 |
$1,176k |
|
|
SPDR INDEX SHS FDS (78463X772)
|
29,401 |
$1,163k |
|
|
GENUINE PARTS CO (372460105)
|
11,184 |
$1,092k |
|
|
SPDR EMERGING MARKETS DIVIDEND (78463X533)
|
32,991 |
$1,090k |
|
|
KOHLS CORP (500255104)
|
20,304 |
$986k |
|
|
iShares Core MSCI Total Intern (46432F834)
|
16,134 |
$949k |
|
|
Vail Resorts Inc Com (91879q109)
|
4,146 |
$948k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
17,476 |
$941k |
|
|
Packaging Corp of America (695156109)
|
9,169 |
$902k |
|
|
MAXIM INTEGRATED PRODS INC (57772K101)
|
10,041 |
$861k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q407)
|
11,030 |
$838k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
7,274 |
$834k |
|
|
INTL BUSINESS MCHN (459200101)
|
5,559 |
$832k |
|
|
CISCO SYSTEMS INC (17275R102)
|
14,346 |
$828k |
|
|
BROADCOM INC (11135F101)
|
2,784 |
$807k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
3,048 |
$794k |
|
|
SERVICENOW INC (81762P102)
|
2,418 |
$713k |
|
|
INDEXIQ ETF TR (45409B107)
|
22,166 |
$676k |
|
|
NVIDIA Corp (67066G104)
|
3,963 |
$674k |
|
|
INTUITIVE SURGIC INC (46120E602)
|
1,208 |
$648k |
|
|
Boeing Co/The (097023105)
|
1,738 |
$628k |
|
|
FAIR ISAAC INC (303250104)
|
1,766 |
$610k |
|
|
Illumina Inc (452327109)
|
1,934 |
$577k |
|
|
PayPal Holdings Inc (70450Y103)
|
4,744 |
$569k |
|
|
Square Inc (852234103)
|
6,859 |
$556k |
|
|
HOME DEPOT INC (437076102)
|
2,563 |
$550k |
|
|
Xilinx Inc (983919101)
|
2,504 |
$546k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
6,096 |
$542k |
|
|
VISA INC COM CL A (92826C839)
|
2,988 |
$539k |
|
|
Netflix Inc (64110L106)
|
1,655 |
$538k |
|
|
HONEYWELL INTL INC (438516106)
|
2,978 |
$518k |
|
|
ATLASSIAN CORPORATION PLC COM USD0.1 CL A (G06242104)
|
3,778 |
$514k |
|
|
salesforce.com Inc (79466L302)
|
3,160 |
$499k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
5,616 |
$487k |
|
|
Lockheed Martin Corp (539830109)
|
1,313 |
$468k |
|
|
MONSTER BEVERAGE CRP (61174X109)
|
7,177 |
$466k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
2,371 |
$462k |
|
|
EDWARDS LIFESCIENCE (28176E108)
|
2,295 |
$443k |
|
|
SPDR SERIES TRUST (78464A516)
|
14,377 |
$415k |
|
|
CROWN CASTLE INTL (22822V101)
|
3,230 |
$410k |
|
|
Ambarella Inc (G037AX101)
|
8,603 |
$409k |
|
|
NUVEEN REAL ASSET INCOME AND GROWTH FUND (67074Y105)
|
23,546 |
$397k |
|
|
CONSTELLATION BRANDS (21036P108)
|
1,939 |
$393k |
|
|
ISHARES (464288448)
|
12,159 |
$375k |
|
|
HUNT (JB) TRANSPRT SVCS INC (445658107)
|
3,524 |
$350k |
|
|
CDW CORP (12514G102)
|
3,046 |
$342k |
|
|
CME GROUP INC (12572Q105)
|
1,641 |
$338k |
|
|
WORKDAY INC COM USD0.001 CL A (98138H101)
|
2,334 |
$334k |
|
|
Vertex Pharmaceuticals Inc (92532F100)
|
1,791 |
$319k |
|
|
Charles Schwab Corp/The (808513105)
|
7,381 |
$306k |
|
|
Splunk Inc (848637104)
|
2,206 |
$305k |
|
|
VANGUARD INTL EQUITY INDEX FD (922042676)
|
5,065 |
$304k |
|
|
3M CO (88579Y101)
|
1,731 |
$300k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
4,190 |
$300k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
10,886 |
$289k |
|
|
ROPER TECHNOLOGIES (776696106)
|
762 |
$288k |
|
|
IHS MARKIT LTD (G47567105)
|
4,054 |
$266k |
|
|
ISHARES TR (464288117)
|
5,103 |
$259k |
|
|
Guidewire Software Inc (40171V100)
|
2,435 |
$249k |
|
|
GRACO INC (384109104)
|
4,896 |
$247k |
|
|
XYLEM INC (98419M100)
|
3,076 |
$247k |
|
|
ARISTA NETWORKS INC (040413106)
|
856 |
$236k |
|
|
YUM CHINA HLDGS INC (98850P109)
|
5,291 |
$235k |
|
|
AMPHENOL CORPORATION (032095101)
|
2,409 |
$232k |
|
|
GLOBAL PAYMENTS INC (37940X102)
|
1,386 |
$232k |
|
|
CORESITE REALTY CORP (21870Q105)
|
1,939 |
$225k |
|
|
PROOFPOINT INC COM USD0.0001 (743424103)
|
1,735 |
$217k |
|
|
WORLDPAY INC (981558109)
|
1,583 |
$210k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
3,595 |
$207k |
|
|
Nuveen Tax-Advantaged Dividend Growth Fund (67073G105)
|
12,268 |
$206k |
|
|
Zillow Group Inc (98954M200)
|
4,216 |
$203k |
|
|
FIRST HORIZON NATL (320517105)
|
11,172 |
$179k |
|
|
VOYA NATURAL RESURCS EQT (92913C106)
|
27,105 |
$133k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
12,043 |
$120k |
|
|
REEDS INC (758338107)
|
10,000 |
$34k |
|
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