IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

SWS Partners

Q4 2017 Holdings

Filed 2018-02-15 | 413 holdings | $5.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Express Scripts HldgCOM30219G108$243260.0%
Marathon Pete Corp(MPC)COM56585A102$253730.0%
Honeywell Intl Inc(HON)COM438516106$251620.0%
Select Sector Health Care Spdr ETF(XLV)SBI HEALTHCARE81369Y209$253070.0%
3M Company(MMM)COM88579Y101$261110.0%
Cnooc Limited F Sponsored ADR 1 ADR Reps 100 ORD SHS(CEO)SPONSORED ADR126132109$261800.0%
Buckeye Partners LP LPUNIT LTD PARTN118230101$275540.0%
Vanguard Mid Cap Value ETF(VOE)MCAP VL IDXVIP922908512$272460.0%
Charles Schwab US MC ETF(SCHM)US MID-CAP ETF808524508$275010.0%
Constellation Brand Class A(STZ)COM21036P108$271200.0%
Ishares Gold ETF(IAUUSD)ISHARES464285105$282,2120.0%
Thermo Fisher Scntfc(TMO)COM883556102$281450.0%
Auto Data Processing(ADP)COM053015103$292450.0%
Royal Dutch Shell F Sponsored ADR 1 ADR Reps 2 ORD SHS(RDS/A)SPON ADR B780259206$304540.0%
Radius Health IncCOM NEW750469207$309350.0%
Technology Select Sector Spdr ETF(XLK)TECHNOLOGY81369Y803$304660.0%
Appian Corporation Class A(APPN)CL A03782L101$311,0000.0%
Novo-Nordisk A-S F Sponsored ADR 1 ADR Reps 1 ORD SHS(NVO)COM670100205$315690.0%
Phillips 66 Partners LPCOM UNIT REP INT718549207$31$6010.0%
Ranger Energy Servic Class A(RNGR)COM CL A75282U104$323,5000.0%
Powershares Dynamic Software ETFDYN SFTWR PORT73935X773$325000.0%
Symantec CorpCOM871503108$321,1280.0%
Starbucks Corp(SBUX)COM855244109$325510.0%
Powershares Nasdaq Internet ETFNASD INTNT ETF73935X146$332890.0%
Home Depot Inc(HD)COM437076102$341780.0%
Antero Midstream LPUNT LTD PARTN03673L103$341,1620.0%
Enlink Midstream PTR LPCOM UNIT REP LTD29336U107$352,2720.0%
Fedex Corporation(FDX)COM31428X106$351400.0%
Spdr Fund Consumer Discre Select ETF(XLY)COM81369Y407$363680.0%
Ishares Edge Msci MIN VOL USA ETF(USMV)MIN VOL USA ETF46429B697$366850.0%
Ameriprise Financial(AMP)COM03076C106$362150.0%
Prudential Financial(PRU)COM744320102$363170.0%
Ishares Iboxx Invt Grade Bond ETF(LQD)IBOXX INV CP ETF464287242$373060.0%
Alps Alerian MLP ETF(AMLPUSD)ALERIAN MLP00162Q866$383,5480.0%
American Tower Corp REIT(AMT)COM03027X100$382680.0%
Bluebird BIO IncCOM09609G100$382160.0%
Principal Financial(PFG)COM74251V102$385410.0%
Western Union Co(WU)COM959802109$392,0770.0%
Schwab US Tips ETF(SCHP)US TIPS ETF808524870$397020.0%
Ishares S&P Mid Cap 400 Grwth ETF(IJJ)S&P MC 400VL ETF464287705$391800.0%
Taiwan Semiconductr F Sponsored ADR 1 ADR Reps 5 ORD SHS(TSM)COM874039100$399760.0%
Square Inc Class A(XYZ)CL A852234103$401,1410.0%
Arista Networks Inc(ANETEUR)COM040413106$401700.0%
Cognex Corp(CGNX)COM192422103$406490.0%
Cbre Group Inc Class A(CBRE)CL A12504L109$419360.0%
Jones Lang Lasalle(JLL)COM48020Q107$412780.0%
Andeavor Logistics L LP(ANDX)COM UNIT LP INT03350F106$429160.0%
Royal Dutch Shell F Sponsored ADR 1 ADR Reps 2 ORD SHS(R6C2)SPON ADR B780259107$426210.0%
Unitedhealth GRP Inc(UNH)COM91324P102$431970.0%
Oracle Corporation(ORCL)COM68389X105$439010.0%
PreviousPage 5 of 9Next