0001731731-22-000002.txt : 20220506
0001731731-22-000002.hdr.sgml : 20220506
20220505150119
ACCESSION NUMBER: 0001731731-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220505
DATE AS OF CHANGE: 20220505
EFFECTIVENESS DATE: 20220505
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: 22895695
BUSINESS ADDRESS:
STREET 1: 985 NORTH HIGH STREET
STREET 2: SUITE 220
CITY: COLUMBUS
STATE: OH
ZIP: 43201
BUSINESS PHONE: 614-670-5733
MAIL ADDRESS:
STREET 1: 985 NORTH HIGH STREET
STREET 2: SUITE 220
CITY: COLUMBUS
STATE: OH
ZIP: 43201
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001731731
XXXXXXXX
03-31-2022
03-31-2022
SWS Partners
985 NORTH HIGH STREET
SUITE 220
COLUMBUS
OH
43201
13F HOLDINGS REPORT
028-18639
N
Christopher Payne
Chief Compliance Officer
513-399-8091
Christopher Payne
Covington
KY
05-05-2022
0
110
152893
false
INFORMATION TABLE
2
SWS13FReportQ1.xml
Abbott Laboratories
COM
002824100
2377
20047
SH
SOLE
0
0
20047
Abbvie Inc
COM
00287Y109
2985
18393
SH
SOLE
0
0
18393
Accenture PLC Class A
COM
G1151C101
4007
11876
SH
SOLE
0
0
11876
Adobe Systems Inc
COM
00724F101
52
115
SH
SOLE
0
0
115
Alphabet Inc. Class C
COM
02079K107
28
10
SH
SOLE
0
0
10
Alphabet Inc. Class A
COM
02079K305
5961
2139
SH
SOLE
0
0
2139
Amazon Com Inc
COM
023135106
4187
1282
SH
SOLE
0
0
1282
Ambarella Inc
COM
G037AX101
3795
36149
SH
SOLE
0
0
36149
Amgen Incorporated
COM
031162100
185
765
SH
SOLE
0
0
765
Amplify Energy Corp New
COM
03212B103
0
57
SH
SOLE
0
0
57
Apple
COM
037833100
614
3514
SH
SOLE
0
0
3514
Applied Materials
COM
038222105
2060
15585
SH
SOLE
0
0
15585
Arista Networks Inc
COM
040413106
2510
18070
SH
SOLE
0
0
18070
AT&T
COM
00206R102
25
1070
SH
SOLE
0
0
1070
Atlassian Corp PLC Class A
COM
G06242104
1715
5821
SH
SOLE
0
0
5821
Auto Data Processing
COM
053015103
17
74
SH
SOLE
0
0
74
Baxter International
COM
071813109
9
117
SH
SOLE
0
0
117
Becton Dickinson & co
COM
075887109
12
46
SH
SOLE
0
0
46
Berkshire Hathaway Class B
COM
084670702
296
838
SH
SOLE
0
0
838
BlackRock Inc
COM
09247X101
3315
4329
SH
SOLE
0
0
4329
Block Inc Class A
COM
852234103
1455
10693
SH
SOLE
0
0
10693
Bristol-Myers Squibb
COM
110122108
2831
38721
SH
SOLE
0
0
38721
Broadcom Limited
COM
11135F101
2666
4233
SH
SOLE
0
0
4233
Check PT Software F
COM
M22465104
96
693
SH
SOLE
0
0
693
Chevron Corp.
COM
166764100
60
370
SH
SOLE
0
0
370
CIGNA Corp
COM
125523100
32
132
SH
SOLE
0
0
132
Cisco Systems
COM
17275R102
1743
31243
SH
SOLE
0
0
31243
Cloudflare Inc Class A
COM
18915M107
2439
20299
SH
SOLE
0
0
20299
Coca-Cola
COM
191216100
2036
32823
SH
SOLE
0
0
32823
Cognizant Tech Solu Class A
COM
192446102
1757
19545
SH
SOLE
0
0
19545
Comcast Corporation Class A
COM
20030N101
2051
43705
SH
SOLE
0
0
43705
Conocophillips
COM
20825C104
21
214
SH
SOLE
0
0
214
Constellation Brand Class A
COM
21036P108
1473
6387
SH
SOLE
0
0
6387
Corning Inc
COM
219350105
1609
43485
SH
SOLE
0
0
43485
Cummins Inc
COM
231021106
103
500
SH
SOLE
0
0
500
CVS Health Corp
COM
126650100
65
647
SH
SOLE
0
0
647
Darden Restaurants
COM
237194105
20
150
SH
SOLE
0
0
150
Dominion Energy Inc
COM
25746U109
2192
25781
SH
SOLE
0
0
25781
DT Midstream Inc
COM
23345M107
3
53
SH
SOLE
0
0
53
Dte Energy Co
COM
233331107
67
506
SH
SOLE
0
0
506
Duke Energy Corp
COM
26441C204
2240
20062
SH
SOLE
0
0
20062
Eastman Chemical Co
COM
277432100
7
64
SH
SOLE
0
0
64
Eaton Corp PLC F
COM
G29183103
2422
15914
SH
SOLE
0
0
15914
Edison International
COM
281020107
14
200
SH
SOLE
0
0
200
Edwards Lifesciences
COM
28176E108
1036
8806
SH
SOLE
0
0
8806
Electronic Arts Inc
COM
285512109
1222
9652
SH
SOLE
0
0
9652
Etsy Inc
COM
29786A106
1234
9845
SH
SOLE
0
0
9845
Evergy Inc
COM
30034W106
27
400
SH
SOLE
0
0
400
Eversource Energy
COM
30040W108
71
800
SH
SOLE
0
0
800
ExxonMobil
COM
30231G102
222
2686
SH
SOLE
0
0
2686
F5 Networks Inc
COM
315616102
7
35
SH
SOLE
0
0
35
Fidelity Natl Finl
COM
31620R303
2989
61052
SH
SOLE
0
0
61052
Fidelity Natl Info
COM
31620M106
121
1206
SH
SOLE
0
0
1206
Genuine Parts Co
COM
372460105
2114
16733
SH
SOLE
0
0
16733
Global Payments Inc
COM
37940X102
140
1025
SH
SOLE
0
0
1025
Guardant Health Inc
COM
40131M109
995
14998
SH
SOLE
0
0
14998
Home Depot
COM
437076102
33
111
SH
SOLE
0
0
111
Illinois Tool Works
COM
452308109
323
1544
SH
SOLE
0
0
1544
Intel
COM
458140100
10
195
SH
SOLE
0
0
195
Interpublic GRP Cos
COM
460690100
1663
46755
SH
SOLE
0
0
46755
Intuit Inc
COM
461202103
48
100
SH
SOLE
0
0
100
Intuitive Surgical
COM
46120E602
1462
4841
SH
SOLE
0
0
4841
Johnson & Johnson
COM
478160104
21
119
SH
SOLE
0
0
119
JPMorgan Chase
COM
46625H100
3390
24783
SH
SOLE
0
0
24783
Kimberly-Clark Corp
COM
494368103
1810
14688
SH
SOLE
0
0
14688
L3harris Technologies In
COM
502431109
20
79
SH
SOLE
0
0
79
Lennox International
COM
526107107
1706
6593
SH
SOLE
0
0
6593
Lowes Companies Inc
COM
548661107
23
116
SH
SOLE
0
0
116
Lyondellbasell Inds F Class A
COM
N53745100
2002
19417
SH
SOLE
0
0
19417
Marathon Petroleum Corp
COM
56585A102
2611
30540
SH
SOLE
0
0
30540
Marvell Technology Inc
COM
573874104
2709
37707
SH
SOLE
0
0
37707
Match Group, Inc
COM
57667L107
2069
18993
SH
SOLE
0
0
18993
MC Donalds Corp
COM
580135101
14
55
SH
SOLE
0
0
55
Mercantile Bank Corp
COM
587376104
43
1200
SH
SOLE
0
0
1200
Merck & Co Inc
COM
58933Y105
2473
30121
SH
SOLE
0
0
30121
Meta Platforms Inc Class A
COM
30303M102
2919
13097
SH
SOLE
0
0
13097
MetLife, Inc.
COM
59156R108
3143
44617
SH
SOLE
0
0
44617
Microsoft
COM
594918104
687
2227
SH
SOLE
0
0
2227
Mondelez Intl Class A
COM
609207105
1955
31144
SH
SOLE
0
0
31144
Natera, Inc
COM
632307104
2650
65034
SH
SOLE
0
0
65034
Netflix Inc
COM
64110L106
1400
3731
SH
SOLE
0
0
3731
New Relic Inc
COM
64829B100
1744
26064
SH
SOLE
0
0
26064
Northrop Grumman Co
COM
666807102
12
27
SH
SOLE
0
0
27
Novo-Nordisk A-S F Sponsored ADR
ADR
670100205
63
569
SH
SOLE
0
0
569
Nvidia Corp
COM
67066G104
1765
6467
SH
SOLE
0
0
6467
Oracle Corporation
COM
68389X105
24
285
SH
SOLE
0
0
285
Paychex Inc
COM
704326107
17
123
SH
SOLE
0
0
123
Paypal Holdings, Inc
COM
70450Y103
1706
14720
SH
SOLE
0
0
14720
Pepsico Incorporated
COM
713448108
59
354
SH
SOLE
0
0
354
Pfizer
COM
717081103
52
1000
SH
SOLE
0
0
1000
Philip Morris Intl
COM
718172109
40
422
SH
SOLE
0
0
422
Phillips 66
COM
718546104
2567
29661
SH
SOLE
0
0
29661
Purecycle Technologies Inc
COM
74623V103
2318
288474
SH
SOLE
0
0
288474
RH
COM
74967X103
1555
4757
SH
SOLE
0
0
4757
Service Now Inc
COM
81762P102
2634
4715
SH
SOLE
0
0
4715
Shopify Inc Class A
COM
82509L107
2021
2977
SH
SOLE
0
0
2977
Snowflake Inc Class A
COM
833445109
2416
10532
SH
SOLE
0
0
10532
Stitch Fix Inc Class A
COM
860897107
1024
101330
SH
SOLE
0
0
101330
Tapestry Inc
COM
876030107
2319
62039
SH
SOLE
0
0
62039
Tesla Inc
COM
88160R101
262
243
SH
SOLE
0
0
243
Twilio Inc Class A
COM
90138F102
2737
16572
SH
SOLE
0
0
16572
Uber Technologies Inc
COM
90353T100
3055
85416
SH
SOLE
0
0
85416
United Parcel SRVC Class B
COM
911312106
2569
11938
SH
SOLE
0
0
11938
UnitedHealth Group
COM
91324P102
3591
7025
SH
SOLE
0
0
7025
Vail Resorts Inc
COM
91879Q109
1419
5442
SH
SOLE
0
0
5442
Vertex Pharmaceutica
COM
92532F100
1447
5553
SH
SOLE
0
0
5553
Visteon Corp
COM
92839U206
1817
16634
SH
SOLE
0
0
16634
Wells Fargo & Co
COM
949746101
2968
60993
SH
SOLE
0
0
60993
Westrock Co
COM
96145D105
2283
48498
SH
SOLE
0
0
48498
Workday Inc Class A
COM
98138H101
1500
6259
SH
SOLE
0
0
6259