0001104659-20-094757.txt : 20200813 0001104659-20-094757.hdr.sgml : 20200813 20200813170549 ACCESSION NUMBER: 0001104659-20-094757 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200813 DATE AS OF CHANGE: 20200813 EFFECTIVENESS DATE: 20200813 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: 201100153 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 06-30-2020 06-30-2020 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 08-13-2020 0 74 78533 INFORMATION TABLE 2 infotable.xml APPLE INC COM 037833100 4585 10786 SH SOLE 0 0 10786 ABBVIE INC COM 00287Y109 1623 17095 SH SOLE 0 0 17095 ACCENTURE PLC F CLASS A SHS CLASS A G1151C101 2062 9173 SH SOLE 0 0 9173 AMBARELLA INC F SHS G037AX101 449 9918 SH SOLE 0 0 9918 AMAZON.COM INC COM 023135106 3506 1108 SH SOLE 0 0 1108 ASML HLDGS NV F SPONSORED ADR 1 ADR REPS 1 ORD SHS N Y REGISTRY SHS N07059210 523 1478 SH SOLE 0 0 1478 BROADCOM INC COM 11135F101 1330 4200 SH SOLE 0 0 4200 BLACKROCK INC COM 09247X101 1689 2938 SH SOLE 0 0 2938 BRISTOL-MYERS SQUIBB COM 110122108 1198 20425 SH SOLE 0 0 20425 CROWN CASTLE INTL CO REIT COM 22822V101 598 3585 SH SOLE 0 0 3585 CDW CORP COM 12514G102 322 2768 SH SOLE 0 0 2768 CME GROUP INC CLASS A COM 12572Q105 327 1970 SH SOLE 0 0 1970 CORESITE REALTY CORP REIT COM 21870Q105 352 2727 SH SOLE 0 0 2727 SALESFORCE COM COM 79466L302 735 3772 SH SOLE 0 0 3772 CISCO SYSTEMS INC COM 17275R102 1300 27598 SH SOLE 0 0 27598 DOMINION ENERGY INC COM 25746U109 1022 12608 SH SOLE 0 0 12608 DUKE ENERGY CORP COM NEW 26441C204 1096 12939 SH SOLE 0 0 12939 EATON CORP PLC F SHS G29183103 1576 16923 SH SOLE 0 0 16923 EDWARDS LIFESCIENCES COM 28176E108 651 8303 SH SOLE 0 0 8303 FACEBOOK INC CLASS A CL A 30303M102 1844 7269 SH SOLE 0 0 7269 FAIR ISAAC INTL CORP COM 303250104 628 1430 SH SOLE 0 0 1430 FIDELITY NATL FINL FNF GROUP COM 31620R303 1342 41461 SH SOLE 0 0 41461 ALPHABET INC. CLASS A CAP STK CL A 02079K305 2330 1566 SH SOLE 0 0 1566 GENUINE PARTS CO COM 372460105 1132 12556 SH SOLE 0 0 12556 HOME DEPOT INC COM 437076102 829 3122 SH SOLE 0 0 3122 HONEYWELL INTL INC COM 438516106 668 4472 SH SOLE 0 0 4472 IBM CORP COM 459200101 1228 9987 SH SOLE 0 0 9987 ILLUMINA INC COM 452327109 824 2156 SH SOLE 0 0 2156 IHS MARKIT LTD F COM G47567105 407 5041 SH SOLE 0 0 5041 INTERPUBLIC GRP COS COM 460690100 1218 67480 SH SOLE 0 0 67480 INTUITIVE SURGICAL COM NEW 46120E602 849 1239 SH SOLE 0 0 1239 J P MORGAN CHASE & CO COM 46625H100 1279 13236 SH SOLE 0 0 13236 KIMBERLY-CLARK CORP COM 500472303 932 6129 SH SOLE 0 0 6129 THE COCA-COLA CO COM 191216100 918 19422 SH SOLE 0 0 19422 KOHLS CORP COM 500255104 917 48163 SH SOLE 0 0 48163 LAMAR ADVERTISING CO0050 REIT CL A 512816109 1089 16561 SH SOLE 0 0 16561 LOCKHEED MARTIN CORP COM 539830109 576 1521 SH SOLE 0 0 1521 LYONDELLBASELL INDS F CLASS A COM 57772K101 864 13813 SH SOLE 0 0 13813 MONDELEZ INTL CLASS A CL A 609207105 949 17098 SH SOLE 0 0 17098 MEDTRONIC PLC F SHS G5960L103 1273 13198 SH SOLE 0 0 13198 METLIFE INC COM 59156R108 1355 35811 SH SOLE 0 0 35811 MONSTER BEVERAGE CORPORA COM 61174X109 572 7289 SH SOLE 0 0 7289 MARATHON PETROLEUM CORP. COM 56585A102 917 24007 SH SOLE 0 0 24007 MERCK & CO. INC. COM 58933Y105 2011 25056 SH SOLE 0 0 25056 MICROSOFT CORP COM 594918104 3137 15300 SH SOLE 0 0 15300 VAIL RESORTS INC COM 91879Q109 1143 5953 SH SOLE 0 0 5953 NETFLIX INC COM 64110L106 979 2002 SH SOLE 0 0 2002 NIKE INC CLASS B CL B 654106103 430 4408 SH SOLE 0 0 4408 SERVICE NOW INC COM 81762P102 941 2142 SH SOLE 0 0 2142 NVIDIA CORP COM 67066G104 1193 2810 SH SOLE 0 0 2810 REALTY INCM CORP REIT COM 756109104 1111 18507 SH SOLE 0 0 18507 PHILLIPS 66 COM 718546104 821 13235 SH SOLE 0 0 13235 PAYPAL HOLDINGS INCORPOR COM 70450Y103 1553 7920 SH SOLE 0 0 7920 ROPER TECHNOLOGIES COM 776696106 415 959 SH SOLE 0 0 959 SHOPIFY, INC. COM 82509L107 707 690 SH SOLE 0 0 690 SPLUNK INC COM 848637104 616 2938 SH SOLE 0 0 2938 SQUARE INC CLASS A CL A 852234103 1207 9295 SH SOLE 0 0 9295 CONSTELLATION BRAND CLASS A CL A 21036P108 428 2404 SH SOLE 0 0 2404 A T & T INC COM 00206R102 1184 40030 SH SOLE 0 0 40030 ATLASSIAN CORP PLC F CLASS A CL A G06242104 612 3462 SH SOLE 0 0 3462 TAPESTRY, Inc. COM 876030107 346 25878 SH SOLE 0 0 25878 LENDING TREE, INC. COM 894675107 262 757 SH SOLE 0 0 757 TWILIO, inc. CL A CL A 90138F102 846 3049 SH SOLE 0 0 3049 UBERT TECHNOLOGIES, INC. COM 90353T100 542 17899 SH SOLE 0 0 17899 UNITEDHEALTH GRP INC COM 91324P102 1115 3682 SH SOLE 0 0 3682 UNITED PARCEL SRVC CLASS B COM 911312106 1540 10787 SH SOLE 0 0 10787 VISTEON CORP. COM NEW 92839U206 253 3489 SH SOLE 0 0 3489 VERTEX PHARMACEUTICA COM 92532F100 668 2456 SH SOLE 0 0 2456 WAYFAIR INC CLASS A CL A 94419L101 1094 4111 SH SOLE 0 0 4111 WORKDAY INC CLASS A COM 983919101 503 2778 SH SOLE 0 0 2778 WELLS FARGO & CO. COM 949746101 1143 47128 SH SOLE 0 0 47128 WESTROCK CO COM 96145D105 862 32100 SH SOLE 0 0 32100 YUM CHINA HOLDINGS INC COM 98850P109 421 8215 SH SOLE 0 0 8215 ZILLOW GROUP INC CL A 98954M101 566 8270 SH SOLE 0 0 8270