0001104659-20-061493.txt : 20200514 0001104659-20-061493.hdr.sgml : 20200514 20200514143953 ACCESSION NUMBER: 0001104659-20-061493 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200514 DATE AS OF CHANGE: 20200514 EFFECTIVENESS DATE: 20200514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SWS Partners CENTRAL INDEX KEY: 0001731731 IRS NUMBER: 000000000 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18639 FILM NUMBER: 20877068 BUSINESS ADDRESS: STREET 1: 807 KINNEAR ROAD STREET 2: SUITE 100 CITY: COLUMBUS STATE: OH ZIP: 43212 BUSINESS PHONE: 614-670-5733 MAIL ADDRESS: STREET 1: 807 KINNEAR ROAD STREET 2: SUITE 100 CITY: COLUMBUS STATE: OH ZIP: 43212 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001731731 XXXXXXXX 03-31-2020 03-31-2020 false SWS Partners

807 Kinnear Road Suite 100 Columbus OH 43212

13F HOLDINGS REPORT 028-18639 N Michael Stafford 614-670-5733 /s/ Michael Stafford Columbus OH 05-14-2020 0 111 139898 INFORMATION TABLE 2 infotable.xml A T & T INC COM 00206R102 1442 49465 SH SOLE 0 0 49465 ABBVIE INC COM 00287Y109 1518 19917 SH SOLE 0 0 19917 ACCENTURE PLC F CLASS A SHS CLASS A G1151C101 393 2405 SH SOLE 0 0 2405 ALPHABET INC. CLASS A CAP STK CL A 02079K305 1643 1414 SH SOLE 0 0 1414 ALPS ALERIAN MLP ETF ALERIAN MLP 00162Q866 90 26130 SH SOLE 0 0 26130 AMAZON.COM INC COM 023135106 1983 1017 SH SOLE 0 0 1017 AMBARELLA INC F SHS G037AX101 428 8808 SH SOLE 0 0 8808 APPLE INC COM 037833100 2760 10853 SH SOLE 0 0 10853 ASML HLDGS NV F SPONSORED ADR 1 ADR REPS 1 ORD SHS N Y REGISTRY SHS N07059210 347 1325 SH SOLE 0 0 1325 ATLASSIAN CORP PLC F CLASS A CL A G06242104 426 3101 SH SOLE 0 0 3101 BLACKROCK INC COM 09247X101 1455 3307 SH SOLE 0 0 3307 BRISTOL-MYERS SQUIBB COM 110122108 1309 23478 SH SOLE 0 0 23478 BROADCOM INC COM 11135F101 857 3614 SH SOLE 0 0 3614 CDW CORP COM 12514G102 231 2472 SH SOLE 0 0 2472 CHARLES SCHWAB US MC ETF US MID-CAP ETF 808524508 849 20135 SH SOLE 0 0 20135 CHARLES SCHWAB US REIT ETF US REIT ETF 808524847 2250 68724 SH SOLE 0 0 68724 CISCO SYSTEMS INC COM 17275R102 695 17677 SH SOLE 0 0 17677 CME GROUP INC CLASS A COM 12572Q105 304 1760 SH SOLE 0 0 1760 CONSTELLATION BRAND CLASS A CL A 21036P108 326 2271 SH SOLE 0 0 2271 CORESITE REALTY CORP REIT COM 21870Q105 283 2439 SH SOLE 0 0 2439 CROWN CASTLE INTL CO REIT COM 22822V101 493 3412 SH SOLE 0 0 3412 DOMINION ENERGY INC COM 25746U109 1011 14006 SH SOLE 0 0 14006 DUKE ENERGY CORP COM NEW 26441C204 1381 17071 SH SOLE 0 0 17071 EATON CORP PLC F SHS G29183103 1422 18300 SH SOLE 0 0 18300 EDWARDS LIFESCIENCES COM 28176E108 472 2501 SH SOLE 0 0 2501 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 116 25230 SH SOLE 0 0 25230 FACEBOOK INC CLASS A CL A 30303M102 1076 6449 SH SOLE 0 0 6449 FAIR ISAAC INTL CORP COM 303250104 394 1279 SH SOLE 0 0 1279 FIDELITY NATL FINL FNF GROUP COM 31620R303 1322 53124 SH SOLE 0 0 53124 GENUINE PARTS CO COM 372460105 932 13837 SH SOLE 0 0 13837 GLOBAL X MLP ETF GLBL X MLP ETF 37950E473 491 155721 SH SOLE 0 0 155721 GUIDEWIRE SOFTWARE COM 40171V100 254 3197 SH SOLE 0 0 3197 HOME DEPOT INC COM 437076102 551 2949 SH SOLE 0 0 2949 HONEYWELL INTL INC COM 438516106 558 4169 SH SOLE 0 0 4169 IBM CORP COM 459200101 792 7140 SH SOLE 0 0 7140 IHS MARKIT LTD F COM G47567105 271 4513 SH SOLE 0 0 4513 ILLUMINA INC COM 452327109 526 1927 SH SOLE 0 0 1927 INTERPUBLIC GRP COS COM 460690100 1090 67331 SH SOLE 0 0 67331 INTUITIVE SURGICAL COM NEW 46120E602 549 1108 SH SOLE 0 0 1108 INVESCO PREFERRED ETF PFD PORTFOLIO 73936T565 2875 218476 SH SOLE 0 0 218476 INVESCO S&P 500 LOW VOLATILITY ETF S&P500 LOW VOL 46138E354 1211 25820 SH SOLE 0 0 25820 IQ HEDGE MULTI-STRATEGY TRACKER ETF HEDGE MLTI ETF 45409B107 383 13469 SH SOLE 0 0 13469 ISHARES BROAD USD HG YLD CRP BND ETF BROAD USD HIGH 46435U853 2289 64476 SH SOLE 0 0 64476 ISHARES CORE MSCI TOTL INTL STCK ETF CORE MSCI EAFE 46432F834 1328 28246 SH SOLE 0 0 28246 ISHARES CORE S&P 500 ETF CORE S&P 500 ETF 464287200 5605 21691 SH SOLE 0 0 21691 ISHARES CORE S&P MID CAP ETF CORE S&P MCP ETF 464287507 2637 18329 SH SOLE 0 0 18329 ISHARES CORE S&P SMALL CAP ETF CORE S&P SCP ETF 464287804 1739 30999 SH SOLE 0 0 30999 ISHARES GLOBAL ENERGY ETF GLOBAL ENERG ETF 464287341 2314 137031 SH SOLE 0 0 137031 ISHARES IBOXX HIGH YIELD BOND ETF IBOXX HI YD ETF 464288513 297 3856 SH SOLE 0 0 3856 ISHARES INTERMEDT TERM CORP BOND ETF INTRM TR CRP ETF 464288638 2335 42519 SH SOLE 0 0 42519 ISHARES INTERNATIONAL TR BND ETF IV INTL TREA BD ETF 464288117 227 4610 SH SOLE 0 0 4610 ISHARES NATIONAL MUNI BOND ETF NATIONAL MUN ETF 464288414 2887 25544 SH SOLE 0 0 25544 J B HUNT TRANSPORT COM 445658107 235 2544 SH SOLE 0 0 2544 J P MORGAN CHASE & CO COM 46625H100 554 6150 SH SOLE 0 0 6150 JPMORGAN DIVRSIFD RTRN US EQY ETF JPMORGAN DIVER 46641Q407 426 7269 SH SOLE 0 0 7269 KIMBERLY-CLARK CORP COM 500472303 986 7712 SH SOLE 0 0 7712 KOHLS CORP COM 500255104 624 42741 SH SOLE 0 0 42741 LAMAR ADVERTISING CO0050 REIT CL A 512816109 1349 26313 SH SOLE 0 0 26313 LOCKHEED MARTIN CORP COM 539830109 461 1360 SH SOLE 0 0 1360 LYONDELLBASELL INDS F CLASS A COM 57772K101 771 15532 SH SOLE 0 0 15532 MEDTRONIC PLC F SHS G5960L103 1213 13446 SH SOLE 0 0 13446 MERCK & CO. INC. 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