Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Boulder Wealth Advisors

Latest statistics and disclosures from Boulder Wealth Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001874080

Tip: Access up to 7 years of quarterly data

Positions held by Boulder Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Boulder Wealth Advisors

Boulder Wealth Advisors holds 138 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Trust Core S&p500 Etf Core S&p500 Etf (IVV)	15.1	$17M	44k	384.22	View chart
Schwab Strategic Tr Us Brd Mkt Etf Us Brd Mkt Etf (SCHB)	12.3	$14M	306k	44.81	View chart
Vanguard High Div Yld Etf High Div Yld Etf (VYM)	11.1	$12M	114k	108.21	View chart
Ishares Trust Esg Aware Msci Usa Etf Esg Aware Msci Usa Etf (ESGU)	10.7	$12M	141k	84.75	View chart
Spdr Series Trust Prtflo S&p500 Gw Etf Prtflo S&p500 Gw Etf (SPYG)	9.7	$11M	215k	50.67	View chart
Pimco Etf Trust Enhncd Lw Dur Ac Etf Enhncd Lw Dur Ac Etf (LDUR)	8.9	$10M	106k	94.26	View chart
Ishares Us Etf Trust Blackrock Sh Maturity Bd Etf Blackrock Sh Maturity Bd Etf (NEAR)	7.4	$8.2M	167k	49.27	View chart
Schwab Strategic Tr Us Dividend Eq Etf Us Dividend Eq Etf (SCHD)	6.4	$7.2M	95k	75.54	View chart
Ishares Trust Blackrock Ultra Sht Trm Bd Blackrock Ultra Sht Trm Bd (ICSH)	5.1	$5.7M	113k	50.04	View chart
Ishares Trust Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)	4.4	$5.0M	23k	214.22	View chart
Jp Morgan Etf Trust Ultra-short Income Etf Ultra-short Income Etf (JPST)	1.7	$1.9M	39k	50.13	View chart
Ishares Trust Rus 1000 Etf Rus 1000 Etf (IWB)	1.1	$1.2M	5.6k	210.55	View chart
Berkshire Hathaway Inc Com Cl B Com Cl B (BRK.B)	1.0	$1.1M	3.7k	309.00	View chart
Jp Morgan Etf Trust Ultra Shrt Municipal Inc Etf Ultra Shrt Municipal Inc Etf (JMST)	0.9	$1.0M	20k	50.55	View chart
Apple (AAPL)	0.7	$766k	5.9k	129.92	View chart
Ishares Trust Short Treas Bd Etf Short Treas Bd Etf (SHV)	0.6	$671k	6.1k	110.00	View chart
Broadcom (AVGO)	0.3	$314k	561.00	559.71	View chart
Microsoft Corporation (MSFT)	0.2	$230k	960.00	239.58	View chart
Ishares Trust Grwt Allocat Etf Grwt Allocat Etf (AOR)	0.1	$144k	3.0k	47.23	View chart
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)	0.1	$137k	390.00	351.28	View chart
Ishares Trust Core S&p Ttl Stk Etf Core S&p Ttl Stk Etf (ITOT)	0.1	$121k	1.4k	84.85	View chart
Alphabet Inc Com Cl C Com Cl C (GOOG)	0.1	$121k	1.4k	88.84	View chart
Invesco Qqq Trust Unit Ser 1 Etf Unit Ser 1 Etf (QQQ)	0.1	$88k	330.00	266.67	View chart
Intuitive Surgical (ISRG)	0.1	$84k	315.00	266.67	View chart
First Tr Exchange Traded Fd Vi Dorsey Wrt 5 Etf Dorsey Wrt 5 Etf (FV)	0.1	$80k	1.7k	46.38	View chart
Amazon (AMZN)	0.1	$77k	921.00	83.60	View chart
Alphabet Inc Com Cl A Com Cl A (GOOGL)	0.1	$74k	840.00	88.10	View chart
Tesla Motors (TSLA)	0.1	$63k	510.00	123.53	View chart
Vmware Inc Com Cl A Com Cl A	0.1	$58k	476.00	121.85	View chart
Abbott Laboratories (ABT)	0.0	$55k	500.00	110.00	View chart
North Las Vegas Nev Go Ltd Tax Bldg Ref B Rev Clbl Go Ltd Tax Bldg Ref B Rev Clbl (Principal)	0.0	$55k	50.00	1100.00	View chart
Ishares Trust Aggres Alloc Etf Aggres Alloc Etf (AOA)	0.0	$52k	869.00	59.84	View chart
Tor Dom Bk Cad (TD)	0.0	$50k	774.00	64.60	View chart
United States Treasury Bills Bill Bill (Principal)	0.0	$50k	51.00	980.39	View chart
Vanguard Total Stk Mkt Etf Total Stk Mkt Etf (VTI)	0.0	$50k	260.00	192.31	View chart
United States Treasury Bills Bill Bill (Principal)	0.0	$50k	52.00	961.54	View chart
United States Treasury Bills Bill Bill (Principal)	0.0	$50k	50.00	1000.00	View chart
NVIDIA Corporation (NVDA)	0.0	$50k	340.00	147.06	View chart
Versailles Ky Pub Pptys Inc Re First Mtg Rev Bds Clbl First Mtg Rev Bds Clbl (Principal)	0.0	$46k	45.00	1022.22	View chart
JPMorgan Chase & Co. (JPM)	0.0	$43k	320.00	134.38	View chart
Amgen (AMGN)	0.0	$42k	161.00	260.87	View chart
Bowling Green St Univ Ohio Gen Gen Receipts Bds Rev Clbl Gen Receipts Bds Rev Clbl (Principal)	0.0	$42k	40.00	1050.00	View chart
Hldgs (UAL)	0.0	$40k	1.1k	37.52	View chart
Vanguard Growth Etf Growth Etf (VUG)	0.0	$40k	189.00	211.64	View chart
Williamsport Pa San Auth Swr R Bds Rev Clbl Bds Rev Clbl (Principal)	0.0	$39k	35.00	1114.29	View chart
Goldman Sachs (GS)	0.0	$39k	113.00	345.13	View chart
River City Inc Ky Pkg Auth Rev First Mtg Rev Ref Bds Clbl First Mtg Rev Ref Bds Clbl (Principal)	0.0	$38k	35.00	1085.71	View chart
Hillsborough Cnty Fla Sch Brd Ref Cops Rev Clbl Ref Cops Rev Clbl (Principal)	0.0	$37k	35.00	1057.14	View chart
Miami Dade Cnty Fla Sch Brd Go Sch Bds Clbl Go Sch Bds Clbl (Principal)	0.0	$37k	35.00	1057.14	View chart
Lexington Cnty S C Health Svcs Bds Rev Clbl Bds Rev Clbl (Principal)	0.0	$36k	35.00	1028.57	View chart
Westminster Colo Economic Dev Rev Ref Bds Clbl Rev Ref Bds Clbl (Principal)	0.0	$35k	35.00	1000.00	View chart
Tucson Ariz Rev Ref Obligs Clbl Rev Ref Obligs Clbl (Principal)	0.0	$33k	30.00	1100.00	View chart
Kentucky Economic Dev Fin Auth Rev Bds Clbl Rev Bds Clbl (Principal)	0.0	$32k	30.00	1066.67	View chart
Miami-dade Cnty Fla Pub Facs R Rev And Ref Bds Clbl Rev And Ref Bds Clbl (Principal)	0.0	$31k	30.00	1033.33	View chart
Abbvie (ABBV)	0.0	$31k	194.00	159.79	View chart
El Monte Calif Wtr Auth Bds Rev Clbl Bds Rev Clbl (Principal)	0.0	$28k	25.00	1120.00	View chart
Schwab Strategic Tr Us Lcap Va Etf Us Lcap Va Etf (SCHV)	0.0	$27k	402.00	67.16	View chart
Colorado Health Facs Auth Rev Bds Clbl Rev Bds Clbl (Principal)	0.0	$27k	25.00	1080.00	View chart
Ford Motor Company (F)	0.0	$27k	2.3k	11.77	View chart
New York N Y Tax Exempt Go Bds Clbl Tax Exempt Go Bds Clbl (Principal)	0.0	$26k	25.00	1040.00	View chart
Dell Technologies Inc Com Cl C Com Cl C (DELL)	0.0	$25k	628.00	39.81	View chart
Walt Disney Company (DIS)	0.0	$23k	265.00	86.79	View chart
South Broward Hosp Dist Fla Re Ref Rev Bds Ref Rev Bds (Principal)	0.0	$21k	20.00	1050.00	View chart
Johnson & Johnson (JNJ)	0.0	$20k	114.00	175.44	View chart
United States Treasury Notes Note Note (Principal)	0.0	$20k	20.00	1000.00	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$20k	263.00	76.05	View chart
Boeing Company (BA)	0.0	$19k	100.00	190.00	View chart
Mastercard Incorporated Com Cl A Com Cl A (MA)	0.0	$17k	50.00	340.00	View chart
Spdr Series Trust S&p 600 Smcp Val Etf S&p 600 Smcp Val Etf (SLYV)	0.0	$14k	195.00	71.79	View chart
Schwab Strategic Tr Intl Eqty Etf Intl Eqty Etf (SCHF)	0.0	$13k	403.00	32.26	View chart
Schwab Strategic Tr International Dividend Equi International Dividend Equi (SCHY)	0.0	$13k	565.00	23.01	View chart
Prudential Financial (PRU)	0.0	$10k	100.00	100.00	View chart
Colorado Wtr Res & Pwr Dev Aut Rev Bds Clbl Rev Bds Clbl (Principal)	0.0	$10k	10.00	1000.00	View chart
Adobe Systems Incorporated (ADBE)	0.0	$10k	30.00	333.33	View chart
CVS Caremark Corporation (CVS)	0.0	$10k	106.00	94.34	View chart
Newmont Mining Corporation (NEM)	0.0	$9.0k	200.00	45.00	View chart
Fiserv (FI)	0.0	$9.0k	90.00	100.00	View chart
Crispr Therapeutics (CRSP)	0.0	$8.0k	200.00	40.00	View chart
Invesco Exchange Traded Fd Tr Aerospace Defn Etf Aerospace Defn Etf (PPA)	0.0	$8.0k	100.00	80.00	View chart
Deere & Company (DE)	0.0	$8.0k	18.00	444.44	View chart
Builders FirstSource (BLDR)	0.0	$8.0k	116.00	68.97	View chart
Nuveen Esg Nuveen Esg Lrg Cap Val Etf Nuveen Esg Lrg Cap Val Etf (NULV)	0.0	$8.0k	223.00	35.87	View chart
salesforce (CRM)	0.0	$7.0k	50.00	140.00	View chart
Schwab Strategic Tr Sht Tm Us Tres Etf Sht Tm Us Tres Etf (SCHO)	0.0	$7.0k	140.00	50.00	View chart
Diamondback Energy (FANG)	0.0	$7.0k	50.00	140.00	View chart
Nuveen Esg Nuveen Esg Lrg Cap Grwth Etf Nuveen Esg Lrg Cap Grwth Etf (NULG)	0.0	$7.0k	146.00	47.95	View chart
Ishares Trust Esg Screened S&p 500 Etf Esg Screened S&p 500 Etf (XVV)	0.0	$6.0k	215.00	27.91	View chart
Vanguard Esg Us Stk Etf Esg Us Stk Etf (ESGV)	0.0	$6.0k	95.00	63.16	View chart
O'reilly Automotive (ORLY)	0.0	$6.0k	7.00	857.14	View chart
UnitedHealth (UNH)	0.0	$6.0k	12.00	500.00	View chart
ConocoPhillips (COP)	0.0	$6.0k	54.00	111.11	View chart
Schwab Strategic Tr Us Aggregate B Etf Us Aggregate B Etf (SCHZ)	0.0	$6.0k	140.00	42.86	View chart
Sunoco Lp Com Unit Repstg Ltd Partner Com Unit Repstg Ltd Partner (SUN)	0.0	$5.0k	120.00	41.67	View chart
Pfizer (PFE)	0.0	$5.0k	107.00	46.73	View chart
W.R. Berkley Corporation (WRB)	0.0	$5.0k	75.00	66.67	View chart
Twilio Inc Com Cl A Com Cl A (TWLO)	0.0	$5.0k	95.00	52.63	View chart
Vanguard Esg Intl Stk Etf Esg Intl Stk Etf (VSGX)	0.0	$5.0k	97.00	51.55	View chart
Super Micro Computer (SMCI)	0.0	$5.0k	55.00	90.91	View chart
Activision Blizzard	0.0	$5.0k	64.00	78.12	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$5.0k	10.00	500.00	View chart
Anthem (ELV)	0.0	$5.0k	10.00	500.00	View chart
Quanta Services (PWR)	0.0	$5.0k	37.00	135.14	View chart
Equinor Asa Adr (EQNR)	0.0	$5.0k	130.00	38.46	View chart
Joby Aviation (JOBY)	0.0	$5.0k	1.4k	3.70	View chart
Richardson Electronics (RELL)	0.0	$4.0k	200.00	20.00	View chart
Photronics (PLAB)	0.0	$3.0k	200.00	15.00	View chart
Chargepoint Holdings Inc Com Cl A Com Cl A (CHPT)	0.0	$3.0k	300.00	10.00	View chart
Rivian Automotive Inc Com Cl A Com Cl A (RIVN)	0.0	$3.0k	150.00	20.00	View chart
Target Corporation (TGT)	0.0	$3.0k	21.00	142.86	View chart
Draftkings Inc Com Cl A Com Cl A (DKNG)	0.0	$3.0k	273.00	10.99	View chart
Matterport Inc Com Cl A Com Cl A (MTTR)	0.0	$3.0k	972.00	3.09	View chart
Nuveen Esg Nuveen Esg Small Cap Etf Nuveen Esg Small Cap Etf (NUSC)	0.0	$2.0k	68.00	29.41	View chart
Advanced Micro Devices (AMD)	0.0	$2.0k	36.00	55.56	View chart
Las Vegas Sands (LVS)	0.0	$2.0k	50.00	40.00	View chart
Tg Therapeutics (TGTX)	0.0	$2.0k	200.00	10.00	View chart
Penn National Gaming (PENN)	0.0	$2.0k	70.00	28.57	View chart
Vaneck Etf Trust Vaneck Social Sentiment Etf Vaneck Social Sentiment Etf (BUZZ)	0.0	$1.0k	100.00	10.00	View chart
NRG Energy (NRG)	0.0	$0	2.00	0.00	View chart
Coca-Cola Company (KO)	0.0	$0	1.00	0.00	View chart
Pepsi (PEP)	0.0	$0	1.00	0.00	View chart
Starbucks Corporation (SBUX)	0.0	$0	1.00	0.00	View chart
Select Sector Spdr Trust Sbi Int-inds Etf Sbi Int-inds Etf (XLI)	0.0	$0	1.00	0.00	View chart
Select Sector Spdr Trust Financial Etf Financial Etf (XLF)	0.0	$0	1.00	0.00	View chart
Opko Health (OPK)	0.0	$0	300.00	0.00	View chart
M/a (MTSI)	0.0	$0	2.00	0.00	View chart
Viavi Solutions Inc equities (VIAV)	0.0	$0	12.00	0.00	View chart
Lumentum Hldgs (LITE)	0.0	$0	2.00	0.00	View chart
Workhorse Group Inc ordinary shares (WKHS)	0.0	$0	300.00	0.00	View chart
Lehman Brothers Holding Inc Es Note Escrow Perp Note Escrow Perp (Principal)	0.0	$0	25.00	0.00	View chart
Snap Inc Com Cl A Com Cl A (SNAP)	0.0	$0	3.00	0.00	View chart
Peloton Interactive Inc Com Cl A Com Cl A (PTON)	0.0	$0	10.00	0.00	View chart
Cleanspark (CLSK)	0.0	$0	50.00	0.00	View chart
Humbl (HMBL)	0.0	$0	313.00	0.00	View chart
Coinbase Global Inc Com Cl A Com Cl A (COIN)	0.0	$0	12.00	0.00	View chart
Li-cycle Holdings Corp (LICY)	0.0	$0	100.00	0.00	View chart
Trevena (TRVN)	0.0	$0	8.00	0.00	View chart
Fed Home Loan Mtg Corp Mbs C46189 MBS C46189 (Principal)	0.0	$0	95.00	0.00	View chart
Sea Containers Ltd Escrow Escrow (Principal)	0.0	$0	20.00	0.00	View chart

Past Filings by Boulder Wealth Advisors

SEC 13F filings are viewable for Boulder Wealth Advisors going back to 2022

Boulder Wealth Advisors 2022 Q4 filed Feb. 21, 2023

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z