BSW Wealth Partners
Latest statistics and disclosures from BSW Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VTEB, AVDE, SPY, VGIT, and represent 33.37% of BSW Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: AVDE (+$25M), AVUS (+$18M), IDEV (+$11M), IJH (+$7.3M), AVEM (+$6.8M), IVV (+$6.0M), AVES (+$5.5M), AVUV, AMD, WD.
- Started 49 new stock positions in SAP, TBIL, VUG, USHY, IBHF, TSN, IQV, SMFG, GGB, KMB.
- Reduced shares in these 10 stocks: MGV (-$17M), IEFA (-$8.7M), IWM, IEI, AOR, NUEM, NVDA, ISCF, IR, ESGV.
- Sold out of its positions in UHAL.B, ELV, COLB, CCU, FELC, IT, GSK, HDB, HPE, IR. KBWR, MET, NUEM, TLK, SJM, SONY, SOUN, STLD, ZVIA, ZTS, Freyr Battery.
- BSW Wealth Partners was a net buyer of stock by $62M.
- BSW Wealth Partners has $590M in assets under management (AUM), dropping by 17.06%.
- Central Index Key (CIK): 0001512601
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Portfolio Holdings for BSW Wealth Partners
BSW Wealth Partners holds 302 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 15.1 | $89M | +7% | 169k | 525.73 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 6.1 | $36M | 711k | 50.60 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 4.4 | $26M | +2143% | 408k | 63.74 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.2 | $25M | 48k | 523.07 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.6 | $21M | +4% | 360k | 58.55 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 3.2 | $19M | +1431% | 212k | 89.50 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 3.1 | $18M | -48% | 151k | 119.51 |
|
| Apple (AAPL) | 3.0 | $18M | +3% | 103k | 171.48 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 3.0 | $18M | -33% | 236k | 74.22 |
|
| Ishares Tr Core Msci Intl (IDEV) | 2.1 | $12M | +950% | 185k | 67.13 |
|
| Ishares Core Msci Emkt (IEMG) | 2.0 | $12M | +9% | 230k | 51.60 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.8 | $10M | +239% | 171k | 60.74 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.4 | $8.4M | -32% | 40k | 210.30 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.3 | $7.6M | +837% | 132k | 57.96 |
|
| Ishares Tr Grwt Allocat Etf (AOR) | 1.3 | $7.5M | -11% | 135k | 55.67 |
|
| Microsoft Corporation (MSFT) | 1.2 | $7.2M | 17k | 420.73 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.2 | $7.1M | 89k | 79.86 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 1.2 | $6.9M | -6% | 74k | 93.19 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 1.1 | $6.8M | -5% | 85k | 79.91 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.1 | $6.5M | 155k | 42.01 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 1.1 | $6.4M | -2% | 165k | 38.86 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $5.9M | -8% | 6.6k | 903.50 |
|
| American Centy Etf Tr Emerging Mkt Val (AVES) | 1.0 | $5.8M | +2135% | 122k | 47.39 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $5.5M | 12k | 480.70 |
|
|
| Amazon (AMZN) | 0.9 | $5.1M | +5% | 28k | 180.38 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.8 | $4.8M | 116k | 41.59 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $4.7M | +10% | 94k | 50.17 |
|
| Procter & Gamble Company (PG) | 0.8 | $4.5M | 28k | 162.25 |
|
|
| Ishares Tr Esg Scrnd S&p500 (XVV) | 0.8 | $4.4M | -2% | 110k | 40.29 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.7 | $4.3M | +886% | 45k | 93.71 |
|
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.7 | $4.1M | -4% | 23k | 179.49 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $3.5M | -4% | 23k | 152.26 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.6 | $3.5M | 32k | 110.13 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $3.2M | +13% | 12k | 259.91 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $3.1M | +14% | 20k | 150.93 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $2.9M | -6% | 73k | 39.02 |
|
| Pepsi (PEP) | 0.5 | $2.8M | 16k | 175.01 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.5M | +35% | 5.9k | 420.52 |
|
| Linde SHS (LIN) | 0.4 | $2.4M | 5.2k | 464.32 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $2.4M | -2% | 3.1k | 778.03 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $2.4M | -9% | 58k | 41.08 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $2.3M | -15% | 55k | 41.77 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $2.2M | 11k | 200.29 |
|
|
| Meta Platforms Cl A (META) | 0.3 | $2.1M | -3% | 4.2k | 485.60 |
|
| Merck & Co (MRK) | 0.3 | $1.9M | -2% | 15k | 131.95 |
|
| Coca-Cola Company (KO) | 0.3 | $1.9M | +3% | 31k | 61.18 |
|
| Dell Technologies CL C (DELL) | 0.3 | $1.9M | 17k | 114.11 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $1.8M | -4% | 30k | 61.05 |
|
| Walker & Dunlop (WD) | 0.3 | $1.8M | +237% | 18k | 101.06 |
|
| Advanced Micro Devices (AMD) | 0.3 | $1.8M | NEW | 10k | 180.50 |
|
| Walt Disney Company (DIS) | 0.3 | $1.7M | +3% | 14k | 122.36 |
|
| Broadcom (AVGO) | 0.3 | $1.7M | -4% | 1.3k | 1325.28 |
|
| Abbvie (ABBV) | 0.3 | $1.6M | -3% | 8.9k | 182.09 |
|
| Home Depot (HD) | 0.3 | $1.6M | 4.1k | 383.61 |
|
|
| International Business Machines (IBM) | 0.3 | $1.5M | 7.9k | 190.96 |
|
|
| Visa Com Cl A (V) | 0.3 | $1.5M | +8% | 5.4k | 279.06 |
|
| Travelers Companies (TRV) | 0.2 | $1.4M | 6.2k | 230.14 |
|
|
| Abbott Laboratories (ABT) | 0.2 | $1.4M | +8% | 12k | 113.66 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.4M | +2% | 4.0k | 346.58 |
|
| Pfizer (PFE) | 0.2 | $1.4M | 51k | 27.75 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $1.3M | -9% | 5.2k | 260.72 |
|
| Intel Corporation (INTC) | 0.2 | $1.3M | +2% | 30k | 44.17 |
|
| Oracle Corporation (ORCL) | 0.2 | $1.3M | +7% | 11k | 125.61 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.3M | +7% | 3.0k | 443.96 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $1.3M | +7% | 12k | 110.50 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.3M | 11k | 116.24 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $1.2M | +9% | 7.5k | 158.19 |
|
| Digitalocean Hldgs (DOCN) | 0.2 | $1.1M | -16% | 30k | 38.18 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $1.1M | -10% | 8.7k | 128.40 |
|
| Intuit (INTU) | 0.2 | $1.1M | -5% | 1.7k | 650.08 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.1M | -6% | 4.8k | 228.61 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $1.1M | -12% | 30k | 35.84 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.1M | -3% | 7.9k | 136.05 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.1M | 3.1k | 337.03 |
|
|
| W.W. Grainger (GWW) | 0.2 | $1.0M | 1.0k | 1017.45 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $1.0M | -2% | 3.6k | 281.95 |
|
| Union Pacific Corporation (UNP) | 0.2 | $1.0M | +3% | 4.2k | 245.93 |
|
| Ishares Tr International Sl (ISCF) | 0.2 | $1.0M | -35% | 30k | 32.98 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $980k | -6% | 1.3k | 732.86 |
|
| UnitedHealth (UNH) | 0.2 | $977k | 2.0k | 494.73 |
|
|
| salesforce (CRM) | 0.2 | $967k | +2% | 3.2k | 301.18 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $959k | +21% | 5.0k | 191.88 |
|
| Automatic Data Processing (ADP) | 0.2 | $910k | -3% | 3.6k | 249.75 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $908k | 1.9k | 481.68 |
|
|
| Netflix (NFLX) | 0.2 | $903k | +23% | 1.5k | 607.33 |
|
| Qualcomm (QCOM) | 0.1 | $882k | -7% | 5.2k | 169.28 |
|
| Lam Research Corporation (LRCX) | 0.1 | $876k | +18% | 902.00 | 971.57 |
|
| Danaher Corporation (DHR) | 0.1 | $874k | +6% | 3.5k | 249.74 |
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| Dover Corporation (DOV) | 0.1 | $874k | 4.9k | 177.19 |
|
|
| Ball Corporation (BALL) | 0.1 | $864k | 13k | 67.36 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $832k | -3% | 5.7k | 145.51 |
|
| American Express Company (AXP) | 0.1 | $810k | +8% | 3.6k | 227.66 |
|
| Amgen (AMGN) | 0.1 | $808k | 2.8k | 284.36 |
|
|
| Applied Materials (AMAT) | 0.1 | $808k | -2% | 3.9k | 206.20 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $779k | 3.3k | 239.76 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $767k | -69% | 6.6k | 115.81 |
|
| Honda Motor Amern Shs (HMC) | 0.1 | $743k | +107% | 20k | 37.23 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $733k | -9% | 7.6k | 96.72 |
|
| Medtronic SHS (MDT) | 0.1 | $716k | -13% | 8.2k | 87.15 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $706k | -23% | 727.00 | 970.53 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $696k | -7% | 3.8k | 182.63 |
|
| Icici Bank Adr (IBN) | 0.1 | $689k | +14% | 26k | 26.41 |
|
| Verizon Communications (VZ) | 0.1 | $686k | 16k | 41.96 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $684k | 3.8k | 179.11 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $679k | +5% | 3.3k | 205.72 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $678k | -6% | 1.3k | 504.60 |
|
| Wal-Mart Stores (WMT) | 0.1 | $678k | +270% | 11k | 60.17 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $677k | -10% | 27k | 25.25 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $660k | +72% | 6.7k | 97.94 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $654k | -8% | 1.1k | 581.42 |
|
| Corteva (CTVA) | 0.1 | $649k | +81% | 11k | 57.67 |
|
| Booking Holdings (BKNG) | 0.1 | $642k | -6% | 177.00 | 3628.33 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $635k | -9% | 11k | 57.62 |
|
| Tesla Motors (TSLA) | 0.1 | $627k | +4% | 3.6k | 175.79 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $620k | 10k | 62.06 |
|
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $618k | -10% | 2.5k | 249.91 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $599k | 4.6k | 131.37 |
|
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| Sterling Construction Company (STRL) | 0.1 | $592k | 5.4k | 110.31 |
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| Caterpillar (CAT) | 0.1 | $590k | +40% | 1.6k | 366.32 |
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| Enterprise Products Partners (EPD) | 0.1 | $589k | +10% | 20k | 29.18 |
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| PNC Financial Services (PNC) | 0.1 | $587k | +11% | 3.6k | 161.58 |
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| Chevron Corporation (CVX) | 0.1 | $582k | 3.7k | 157.76 |
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| TJX Companies (TJX) | 0.1 | $579k | 5.7k | 101.42 |
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| Uber Technologies (UBER) | 0.1 | $567k | -9% | 7.4k | 76.99 |
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| Goldman Sachs (GS) | 0.1 | $558k | 1.3k | 417.71 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $555k | +11% | 14k | 40.27 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $545k | +47% | 979.00 | 556.40 |
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| Target Corporation (TGT) | 0.1 | $536k | +5% | 3.0k | 177.22 |
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| Deere & Company (DE) | 0.1 | $534k | -2% | 1.3k | 410.77 |
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| Honeywell International (HON) | 0.1 | $533k | 2.6k | 205.21 |
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| Cigna Corp (CI) | 0.1 | $533k | +27% | 1.5k | 363.28 |
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| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $531k | +52% | 83k | 6.42 |
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| American Intl Group Com New (AIG) | 0.1 | $530k | +24% | 6.8k | 78.17 |
|
| Wabtec Corporation (WAB) | 0.1 | $526k | +38% | 3.6k | 145.69 |
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| Allstate Corporation (ALL) | 0.1 | $513k | 3.0k | 172.99 |
|
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| Illinois Tool Works (ITW) | 0.1 | $501k | -9% | 1.9k | 268.34 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.1 | $494k | +7% | 86k | 5.75 |
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| Servicenow (NOW) | 0.1 | $493k | -11% | 646.00 | 762.40 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $492k | -10% | 15k | 32.23 |
|
| Tyson Foods Cl A (TSN) | 0.1 | $484k | NEW | 8.2k | 58.73 |
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| Citigroup Com New (C) | 0.1 | $483k | 7.6k | 63.24 |
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| At&t (T) | 0.1 | $479k | +2% | 27k | 17.60 |
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| S&p Global (SPGI) | 0.1 | $476k | +92% | 1.1k | 425.55 |
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| Boston Scientific Corporation (BSX) | 0.1 | $472k | -6% | 6.9k | 68.49 |
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| Bancolombia S A Spon Adr Pref (CIB) | 0.1 | $470k | 14k | 34.22 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $466k | +75% | 12k | 39.36 |
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| General Electric Com New (GE) | 0.1 | $453k | 2.6k | 175.53 |
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| Lowe's Companies (LOW) | 0.1 | $451k | 1.8k | 254.69 |
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| Fiserv (FI) | 0.1 | $451k | +2% | 2.8k | 159.82 |
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| Bristol Myers Squibb (BMY) | 0.1 | $447k | -7% | 8.3k | 54.23 |
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| Cadence Design Systems (CDNS) | 0.1 | $446k | -11% | 1.4k | 311.28 |
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| Morgan Stanley Com New (MS) | 0.1 | $445k | -12% | 4.7k | 94.16 |
|
| Reliance Steel & Aluminum (RS) | 0.1 | $444k | +5% | 1.3k | 334.10 |
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| Hershey Company (HSY) | 0.1 | $433k | +13% | 2.2k | 194.48 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $430k | -10% | 3.7k | 115.31 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $430k | -3% | 4.8k | 90.06 |
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| Paccar (PCAR) | 0.1 | $430k | +43% | 3.5k | 123.88 |
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| Truist Financial Corp equities (TFC) | 0.1 | $428k | -10% | 11k | 38.98 |
|
| Moody's Corporation (MCO) | 0.1 | $425k | +37% | 1.1k | 392.88 |
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| Prologis (PLD) | 0.1 | $424k | 3.3k | 130.23 |
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| Metropcs Communications (TMUS) | 0.1 | $412k | +21% | 2.5k | 163.21 |
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| Us Bancorp Del Com New (USB) | 0.1 | $411k | +31% | 9.2k | 44.70 |
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| RBB Us Treas 3 Mnth (TBIL) | 0.1 | $410k | NEW | 8.2k | 50.03 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $405k | 1.4k | 288.03 |
|
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $403k | -32% | 37k | 10.99 |
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| BP Sponsored Adr (BP) | 0.1 | $403k | 11k | 37.68 |
|
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| Chipotle Mexican Grill (CMG) | 0.1 | $401k | NEW | 138.00 | 2906.77 |
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| Hca Holdings (HCA) | 0.1 | $398k | 1.2k | 333.53 |
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| Ferguson SHS (FERG) | 0.1 | $396k | +12% | 1.8k | 218.47 |
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| Nextera Energy (NEE) | 0.1 | $396k | +16% | 6.2k | 63.91 |
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| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $391k | 23k | 17.30 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $390k | +34% | 978.00 | 399.09 |
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| Relx Sponsored Adr (RELX) | 0.1 | $382k | +7% | 8.8k | 43.29 |
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| Constellation Brands Cl A (STZ) | 0.1 | $378k | -11% | 1.4k | 271.82 |
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| Micron Technology (MU) | 0.1 | $378k | NEW | 3.2k | 117.89 |
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| Unilever Spon Adr New (UL) | 0.1 | $377k | +13% | 7.5k | 50.19 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $377k | NEW | 2.1k | 175.27 |
|
| Copart (CPRT) | 0.1 | $376k | -6% | 6.5k | 57.92 |
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| SYSCO Corporation (SYY) | 0.1 | $368k | +17% | 4.5k | 81.18 |
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| Microvision Inc Del Com New (MVIS) | 0.1 | $368k | +33% | 200k | 1.84 |
|
| Vanguard World Fds Energy Etf (VDE) | 0.1 | $367k | 2.8k | 131.70 |
|
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| Halliburton Company (HAL) | 0.1 | $366k | NEW | 9.3k | 39.42 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $366k | NEW | 3.0k | 120.99 |
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| Philip Morris International (PM) | 0.1 | $363k | 4.0k | 91.61 |
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| Chubb (CB) | 0.1 | $357k | -20% | 1.4k | 259.13 |
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| Autodesk (ADSK) | 0.1 | $357k | +55% | 1.4k | 260.42 |
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| Martin Marietta Materials (MLM) | 0.1 | $356k | NEW | 579.00 | 613.98 |
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| Equinix (EQIX) | 0.1 | $354k | -7% | 429.00 | 824.44 |
|
| Workday Cl A (WDAY) | 0.1 | $353k | +24% | 1.3k | 272.75 |
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| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $352k | NEW | 3.7k | 95.19 |
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| Piedmont Office Realty Tr In Com Cl A (PDM) | 0.1 | $352k | 50k | 7.03 |
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| Gilead Sciences (GILD) | 0.1 | $351k | -11% | 4.8k | 73.25 |
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| Infosys Sponsored Adr (INFY) | 0.1 | $349k | +37% | 20k | 17.93 |
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| Synopsys (SNPS) | 0.1 | $347k | -36% | 607.00 | 571.50 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $346k | -4% | 3.2k | 107.60 |
|
| RPM International (RPM) | 0.1 | $344k | -8% | 2.9k | 118.93 |
|
| American Tower Reit (AMT) | 0.1 | $339k | 1.7k | 197.59 |
|
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| Diageo Spon Adr New (DEO) | 0.1 | $339k | +43% | 2.3k | 148.73 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $338k | -3% | 3.5k | 97.24 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $338k | -4% | 1.4k | 247.77 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $335k | -16% | 3.0k | 110.52 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $335k | 6.8k | 49.24 |
|
|
| United Rentals (URI) | 0.1 | $332k | -4% | 461.00 | 721.11 |
|
| Stryker Corporation (SYK) | 0.1 | $332k | 927.00 | 357.71 |
|
|
| Ryerson Tull (RYI) | 0.1 | $330k | 9.9k | 33.50 |
|
|
| Becton, Dickinson and (BDX) | 0.1 | $328k | +42% | 1.3k | 247.37 |
|
| Nike CL B (NKE) | 0.1 | $328k | -7% | 3.5k | 93.97 |
|
| M/I Homes (MHO) | 0.1 | $327k | 2.4k | 136.29 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $326k | -4% | 4.5k | 72.34 |
|
| Cme (CME) | 0.1 | $320k | +24% | 1.5k | 215.32 |
|
| Carrier Global Corporation (CARR) | 0.1 | $318k | -7% | 5.5k | 58.13 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $318k | +38% | 3.2k | 99.26 |
|
| General Mills (GIS) | 0.1 | $317k | -8% | 4.5k | 69.97 |
|
| Cisco Systems (CSCO) | 0.1 | $316k | 6.3k | 49.91 |
|
|
| Hf Sinclair Corp (DINO) | 0.1 | $316k | 5.2k | 60.37 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $316k | -8% | 908.00 | 347.43 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $312k | +29% | 22k | 13.89 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $312k | NEW | 3.7k | 83.58 |
|
| Fmc Corp Com New (FMC) | 0.1 | $312k | +11% | 4.9k | 63.69 |
|
| Vulcan Materials Company (VMC) | 0.1 | $311k | NEW | 1.1k | 272.94 |
|
| Broadridge Financial Solutions (BR) | 0.1 | $303k | NEW | 1.5k | 204.80 |
|
| Prudential Financial (PRU) | 0.1 | $300k | -49% | 2.6k | 117.42 |
|
| Woori Finl Group Sponsored Ads (WF) | 0.1 | $298k | +8% | 9.2k | 32.43 |
|
| MercadoLibre (MELI) | 0.0 | $295k | -19% | 195.00 | 1511.96 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $295k | +41% | 36k | 8.09 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $291k | +47% | 4.0k | 73.28 |
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.0 | $289k | -22% | 8.1k | 35.49 |
|
| F.N.B. Corporation (FNB) | 0.0 | $284k | 20k | 14.10 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $277k | NEW | 1.8k | 154.93 |
|
| Iqvia Holdings (IQV) | 0.0 | $277k | NEW | 1.1k | 252.89 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $274k | +4% | 23k | 11.84 |
|
| Lumen Technologies (LUMN) | 0.0 | $273k | NEW | 175k | 1.56 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $272k | NEW | 1.3k | 208.29 |
|
| Quanta Services (PWR) | 0.0 | $272k | -38% | 1.0k | 259.80 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $272k | NEW | 2.1k | 131.24 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $271k | NEW | 5.6k | 48.60 |
|
| Taylor Morrison Hom (TMHC) | 0.0 | $266k | 4.3k | 62.17 |
|
|
| Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) | 0.0 | $265k | -29% | 2.7k | 97.20 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $265k | 5.2k | 50.69 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $263k | -37% | 3.8k | 70.00 |
|
| Rockwell Automation (ROK) | 0.0 | $262k | NEW | 898.00 | 291.36 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $258k | 728.00 | 354.98 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $255k | -4% | 1.1k | 235.72 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $249k | -17% | 5.9k | 42.12 |
|
| Xylem (XYL) | 0.0 | $249k | NEW | 1.9k | 129.26 |
|
| Ansys (ANSS) | 0.0 | $247k | NEW | 711.00 | 347.16 |
|
| Pentair SHS (PNR) | 0.0 | $245k | -12% | 2.9k | 85.45 |
|
| Coupang Cl A (CPNG) | 0.0 | $243k | 14k | 17.79 |
|
|
| Keurig Dr Pepper (KDP) | 0.0 | $243k | -16% | 7.9k | 30.67 |
|
| Progressive Corporation (PGR) | 0.0 | $239k | -32% | 1.2k | 206.75 |
|
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $237k | 1.9k | 125.96 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $233k | 2.9k | 79.77 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $232k | -34% | 1.4k | 164.01 |
|
| Jd.com Spon Adr Cl A (JD) | 0.0 | $229k | NEW | 8.4k | 27.39 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $229k | NEW | 2.4k | 97.53 |
|
| Flexshares Tr Stox Gbl Esg Slt (ESGG) | 0.0 | $229k | 1.4k | 162.88 |
|
|
| Ptc (PTC) | 0.0 | $228k | NEW | 1.2k | 188.94 |
|
| Ecolab (ECL) | 0.0 | $228k | NEW | 985.00 | 231.00 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $227k | -22% | 3.5k | 65.32 |
|
| Analog Devices (ADI) | 0.0 | $227k | -3% | 1.1k | 197.79 |
|
| Kt Corp Sponsored Adr (KT) | 0.0 | $226k | +3% | 16k | 14.02 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $224k | 9.4k | 23.81 |
|
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $223k | NEW | 5.4k | 41.56 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $222k | 424.00 | 524.34 |
|
|
| CSX Corporation (CSX) | 0.0 | $221k | -2% | 6.0k | 37.07 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $220k | NEW | 640.00 | 344.20 |
|
| Dupont De Nemours (DD) | 0.0 | $220k | -37% | 2.9k | 76.67 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $218k | +4% | 6.1k | 35.91 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $216k | NEW | 1.7k | 129.36 |
|
| Oneok (OKE) | 0.0 | $214k | NEW | 2.7k | 80.17 |
|
| Telefonica Brasil Sa New Adr (VIV) | 0.0 | $214k | +18% | 21k | 10.07 |
|
| Waste Connections (WCN) | 0.0 | $214k | NEW | 1.2k | 172.01 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $212k | NEW | 2.6k | 80.63 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $212k | NEW | 18k | 11.77 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $211k | NEW | 1.1k | 195.03 |
|
| Crown Castle Intl (CCI) | 0.0 | $211k | -22% | 2.0k | 105.82 |
|
| Digital Realty Trust (DLR) | 0.0 | $205k | NEW | 1.4k | 144.02 |
|
| AFLAC Incorporated (AFL) | 0.0 | $205k | NEW | 2.4k | 85.86 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $205k | -6% | 996.00 | 205.98 |
|
| Arista Networks (ANET) | 0.0 | $205k | -33% | 706.00 | 289.98 |
|
| Kla Corp Com New (KLAC) | 0.0 | $205k | NEW | 293.00 | 698.57 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $205k | NEW | 3.3k | 62.34 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $204k | NEW | 5.6k | 36.59 |
|
| Ishares Tr Ibonds 25 Trm Hg (IBHE) | 0.0 | $203k | NEW | 8.7k | 23.38 |
|
| T. Rowe Price (TROW) | 0.0 | $203k | NEW | 1.7k | 121.92 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $203k | NEW | 8.2k | 24.81 |
|
| Ishares Tr Ibonds 29 Tr Hi (IBHI) | 0.0 | $202k | NEW | 8.6k | 23.37 |
|
| Ishares Tr Ibonds 2026 Term (IBHF) | 0.0 | $202k | NEW | 8.7k | 23.06 |
|
| Ishares Tr Ibonds 28 Tr Hi (IBHH) | 0.0 | $201k | NEW | 8.6k | 23.34 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $201k | -20% | 1.2k | 162.86 |
|
| Ishares Tr Ibonds 24 Trm Hg (IBHD) | 0.0 | $201k | NEW | 8.6k | 23.32 |
|
| Ishares Tr Ibonds 2027 Term (IBHG) | 0.0 | $201k | NEW | 9.0k | 22.26 |
|
| V.F. Corporation (VFC) | 0.0 | $161k | 11k | 15.34 |
|
|
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $144k | NEW | 33k | 4.42 |
|
| Sibanye Stillwater Sponsored Adr (SBSW) | 0.0 | $124k | +25% | 26k | 4.71 |
|
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $124k | -33% | 28k | 4.41 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $117k | -52% | 45k | 2.59 |
|
| Banco Santander Adr (SAN) | 0.0 | $89k | -11% | 18k | 4.84 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $75k | -2% | 21k | 3.54 |
|
| Banco Bradesco S A Sponsored Adr (BBDO) | 0.0 | $52k | -8% | 20k | 2.56 |
|
| Nio Spon Ads (NIO) | 0.0 | $46k | NEW | 10k | 4.50 |
|
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $32k | -73% | 11k | 2.86 |
|
Past Filings by BSW Wealth Partners
SEC 13F filings are viewable for BSW Wealth Partners going back to 2010
- BSW Wealth Partners 2024 Q1 filed April 23, 2024
- BSW Wealth Partners 2023 Q4 filed Jan. 25, 2024
- BSW Wealth Partners 2023 Q3 filed Oct. 27, 2023
- BSW Wealth Partners 2023 Q2 filed Aug. 11, 2023
- BSW Wealth Partners 2023 Q1 filed May 15, 2023
- BSW Wealth Partners 2022 Q4 filed Feb. 14, 2023
- BSW Wealth Partners 2022 Q3 filed Nov. 14, 2022
- BSW Wealth Partners 2022 Q2 filed Aug. 15, 2022
- BSW Wealth Partners 2022 Q1 filed May 16, 2022
- BSW Wealth Partners 2021 Q4 filed Feb. 14, 2022
- BSW Wealth Partners 2021 Q3 filed Nov. 15, 2021
- BSW Wealth Partners 2021 Q2 filed Aug. 16, 2021
- BSW Wealth Partners 2021 Q1 filed May 17, 2021
- BSW Wealth Partners 2020 Q4 filed Feb. 16, 2021
- BSW Wealth Partners 2020 Q3 filed Nov. 13, 2020
- BSW Wealth Partners 2020 Q2 filed Aug. 13, 2020