BSW Wealth Partners
Latest statistics and disclosures from BSW Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AVDE, VTEB, AVUS, SPY, and represent 36.06% of BSW Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: AVGO, AVUS, IDEV, IVV, AVDE, VTEB, WD, VGIT, BNL, AAPL.
- Started 37 new stock positions in IRM, CTAS, TT, VMI, UHAL.B, CDXC, BNL, DFAS, CMCSA, FERG.
- Reduced shares in these 10 stocks: IBM, LUMN, AGG, MGV, MCD, IAU, CTVA, TBIL, , STRL.
- Sold out of its positions in AFL, ALLY, ANSS, CTVA, FMC, GPC, DINO, IEI, TFLO, IBDQ.
- BSW Wealth Partners was a net buyer of stock by $23M.
- BSW Wealth Partners has $666M in assets under management (AUM), dropping by 9.34%.
- Central Index Key (CIK): 0001512601
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Portfolio Holdings for BSW Wealth Partners
BSW Wealth Partners holds 303 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 15.2 | $102M | 176k | 576.82 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 6.0 | $40M | +3% | 597k | 67.03 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 6.0 | $40M | +3% | 781k | 51.12 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 4.7 | $32M | +6% | 331k | 95.15 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.1 | $27M | 47k | 573.77 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.7 | $25M | +3% | 409k | 60.42 |
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| Apple Call (AAPL) | 3.6 | $24M | +2% | 103k | 233.00 |
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| Ishares Tr Core Msci Intl (IDEV) | 2.8 | $19M | +9% | 268k | 70.83 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.2 | $14M | 184k | 78.05 |
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| Ishares Core Msci Emkt (IEMG) | 2.1 | $14M | +3% | 240k | 57.41 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.9 | $13M | +3% | 197k | 64.60 |
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| Vanguard World Mega Cap Val Etf (MGV) | 1.5 | $9.9M | -5% | 77k | 128.28 |
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| Ishares Tr Grwt Allocat Etf (AOR) | 1.4 | $9.6M | 163k | 59.24 |
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| American Centy Etf Tr Emerging Mkt Val (AVES) | 1.4 | $9.6M | +4% | 185k | 52.14 |
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| NVIDIA Corporation (NVDA) | 1.3 | $8.5M | +5% | 70k | 121.44 |
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| Microsoft Corporation (MSFT) | 1.2 | $7.8M | +4% | 18k | 430.31 |
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| Ishares Gold Tr Ishares New (IAU) | 1.0 | $6.9M | -6% | 139k | 49.70 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 1.0 | $6.5M | 64k | 101.65 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.9 | $6.3M | 75k | 84.17 |
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| Ishares Tr Call (IWM) | 0.9 | $6.1M | -3% | 28k | 220.89 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.9 | $6.1M | 73k | 83.63 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.9 | $6.1M | -2% | 146k | 41.72 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.9 | $6.0M | +7% | 63k | 95.95 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $6.0M | 11k | 527.67 |
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| Amazon Call (AMZN) | 0.9 | $5.8M | +7% | 31k | 186.33 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $5.3M | 85k | 62.32 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $5.0M | -2% | 94k | 52.81 |
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| Procter & Gamble Company (PG) | 0.7 | $4.9M | 28k | 173.20 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.7 | $4.7M | 111k | 42.84 |
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| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.7 | $4.6M | +3% | 23k | 196.13 |
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| Ishares Tr Esg Scrnd S&p500 (XVV) | 0.6 | $4.3M | 98k | 44.22 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $4.1M | +7% | 15k | 283.16 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $3.9M | +2% | 23k | 167.19 |
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| Alphabet Call (GOOGL) | 0.6 | $3.7M | +11% | 22k | 165.85 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.5 | $3.7M | -3% | 31k | 119.55 |
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| Walker & Dunlop (WD) | 0.5 | $3.2M | +54% | 28k | 113.59 |
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| Eli Lilly & Co. (LLY) | 0.4 | $2.9M | +4% | 3.2k | 885.86 |
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| Meta Platforms Cl A (META) | 0.4 | $2.6M | +4% | 4.6k | 572.40 |
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| Linde SHS (LIN) | 0.4 | $2.6M | +6% | 5.5k | 476.86 |
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| Pepsi (PEP) | 0.4 | $2.6M | 15k | 170.05 |
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| Broadcom (AVGO) | 0.4 | $2.5M | +941% | 15k | 172.50 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $2.5M | +10% | 12k | 210.87 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $2.2M | 49k | 45.86 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $2.2M | 46k | 47.85 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $2.2M | -3% | 53k | 41.12 |
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| Coca-Cola Company (KO) | 0.3 | $2.1M | 29k | 71.86 |
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| Merck & Co (MRK) | 0.3 | $2.1M | +25% | 18k | 113.56 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.0M | +19% | 4.4k | 460.26 |
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| Abbvie (ABBV) | 0.3 | $1.9M | +6% | 9.6k | 197.49 |
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| Home Depot (HD) | 0.3 | $1.8M | +9% | 4.4k | 405.17 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $1.7M | -5% | 26k | 66.52 |
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| Oracle Corporation (ORCL) | 0.3 | $1.7M | 10k | 170.41 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $1.6M | +17% | 14k | 119.70 |
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| Visa Com Cl A (V) | 0.2 | $1.6M | +8% | 5.9k | 274.97 |
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| Travelers Companies (TRV) | 0.2 | $1.5M | +3% | 6.5k | 234.13 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.5M | +19% | 13k | 117.22 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.5M | 3.1k | 488.14 |
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| Pfizer (PFE) | 0.2 | $1.5M | 52k | 28.94 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.5M | +2% | 8.4k | 173.67 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.4M | 4.1k | 353.52 |
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| UnitedHealth (UNH) | 0.2 | $1.4M | +20% | 2.5k | 584.57 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.4M | 8.7k | 164.09 |
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| Dell Technologies CL C (DELL) | 0.2 | $1.4M | 12k | 118.54 |
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| Abbott Laboratories (ABT) | 0.2 | $1.4M | 12k | 114.01 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.4M | +33% | 5.6k | 246.48 |
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| Walt Disney Company (DIS) | 0.2 | $1.3M | -2% | 14k | 96.19 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.3M | 3.5k | 375.36 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $1.3M | 4.9k | 267.37 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.2M | 1.4k | 886.72 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.1M | 5.6k | 200.78 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.1M | +2% | 6.7k | 162.06 |
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| Intuit (INTU) | 0.2 | $1.1M | +5% | 1.8k | 621.13 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $1.1M | +4% | 9.1k | 119.07 |
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| Netflix (NFLX) | 0.2 | $1.0M | 1.5k | 709.27 |
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| Qualcomm (QCOM) | 0.2 | $1.0M | +7% | 6.1k | 170.04 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.0M | +5% | 2.1k | 493.86 |
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| Dover Corporation (DOV) | 0.2 | $1.0M | +6% | 5.3k | 191.75 |
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| salesforce (CRM) | 0.2 | $1.0M | +16% | 3.7k | 273.74 |
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| Automatic Data Processing (ADP) | 0.2 | $1.0M | 3.6k | 276.76 |
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| Danaher Corporation (DHR) | 0.1 | $995k | +10% | 3.6k | 278.04 |
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| Intel Corporation (INTC) | 0.1 | $991k | +49% | 42k | 23.46 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $982k | -3% | 4.1k | 237.19 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $970k | -7% | 26k | 37.56 |
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| American Express Company (AXP) | 0.1 | $958k | 3.5k | 271.21 |
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| Wal-Mart Stores (WMT) | 0.1 | $937k | 12k | 80.75 |
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| W.W. Grainger (GWW) | 0.1 | $924k | 889.00 | 1038.98 |
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| Lumen Technologies (LUMN) | 0.1 | $924k | -42% | 130k | 7.10 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $889k | +8% | 7.7k | 115.02 |
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| Ball Corporation (BALL) | 0.1 | $878k | 13k | 67.91 |
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| Applied Materials (AMAT) | 0.1 | $861k | 4.3k | 202.04 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $856k | 3.3k | 263.29 |
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| Tesla Motors (TSLA) | 0.1 | $837k | 3.2k | 261.63 |
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| Lam Research Corporation (LRCX) | 0.1 | $829k | +4% | 1.0k | 816.35 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $827k | 4.4k | 189.80 |
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| Icici Bank Adr (IBN) | 0.1 | $817k | +3% | 27k | 29.85 |
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| Booking Holdings (BKNG) | 0.1 | $809k | +6% | 192.00 | 4215.84 |
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| Caterpillar (CAT) | 0.1 | $793k | +17% | 2.0k | 391.03 |
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| TJX Companies (TJX) | 0.1 | $780k | +14% | 6.6k | 117.54 |
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| Verizon Communications (VZ) | 0.1 | $766k | 17k | 44.91 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $762k | +2% | 1.2k | 618.81 |
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| Broadstone Net Lease (BNL) | 0.1 | $758k | NEW | 40k | 18.95 |
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| Uber Technologies Call (UBER) | 0.1 | $746k | +46% | 9.9k | 75.16 |
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| Servicenow (NOW) | 0.1 | $743k | +10% | 831.00 | 894.39 |
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| International Business Machines (IBM) | 0.1 | $743k | -48% | 3.4k | 221.09 |
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| Amgen (AMGN) | 0.1 | $738k | -13% | 2.3k | 322.14 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $737k | -9% | 3.0k | 243.06 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $734k | -13% | 4.9k | 148.49 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $727k | +16% | 872.00 | 833.42 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $724k | 3.7k | 198.07 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $720k | +33% | 1.5k | 491.27 |
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| Wabtec Corporation (WAB) | 0.1 | $715k | +5% | 3.9k | 181.79 |
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| At&t (T) | 0.1 | $713k | +14% | 32k | 22.00 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $712k | +11% | 22k | 31.73 |
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| PNC Financial Services (PNC) | 0.1 | $710k | 3.8k | 184.84 |
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| Tyson Foods Cl A (TSN) | 0.1 | $709k | +45% | 12k | 59.56 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $697k | 4.6k | 153.13 |
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| S&p Global (SPGI) | 0.1 | $688k | +19% | 1.3k | 516.75 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $680k | +15% | 1.3k | 517.78 |
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| Goldman Sachs (GS) | 0.1 | $676k | 1.4k | 495.00 |
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| Ishares Tr International Sl (ISCF) | 0.1 | $674k | 19k | 35.25 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $662k | +12% | 16k | 41.82 |
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| Deere & Company (DE) | 0.1 | $646k | +14% | 1.5k | 417.31 |
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| Metropcs Communications (TMUS) | 0.1 | $643k | +16% | 3.1k | 206.34 |
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| Boston Scientific Corporation (BSX) | 0.1 | $641k | 7.7k | 83.80 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $637k | +14% | 1.1k | 569.66 |
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| Chevron Corporation (CVX) | 0.1 | $618k | +14% | 4.2k | 147.28 |
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| Chubb (CB) | 0.1 | $616k | +49% | 2.1k | 288.42 |
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| Fiserv (FI) | 0.1 | $608k | +10% | 3.4k | 179.65 |
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| Lowe's Companies (LOW) | 0.1 | $599k | +27% | 2.2k | 270.89 |
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| Enterprise Products Partners (EPD) | 0.1 | $594k | 20k | 29.11 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $594k | 2.3k | 263.85 |
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| Nextera Energy (NEE) | 0.1 | $592k | +14% | 7.0k | 84.53 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $584k | +4% | 13k | 45.19 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $577k | +69% | 4.9k | 116.96 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.1 | $573k | +2% | 88k | 6.48 |
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| Colgate-Palmolive Company (CL) | 0.1 | $573k | +20% | 5.5k | 103.80 |
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| Morgan Stanley Com New (MS) | 0.1 | $572k | +9% | 5.5k | 104.24 |
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| Allstate Corporation (ALL) | 0.1 | $565k | 3.0k | 189.63 |
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| Digitalocean Hldgs (DOCN) | 0.1 | $564k | -32% | 14k | 40.39 |
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| SYSCO Corporation (SYY) | 0.1 | $541k | +40% | 6.9k | 78.06 |
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| Relx Sponsored Adr (RELX) | 0.1 | $534k | +24% | 11k | 47.46 |
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| Philip Morris International (PM) | 0.1 | $531k | +10% | 4.4k | 121.39 |
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| Chipotle Mexican Grill Call (CMG) | 0.1 | $528k | +27% | 9.2k | 57.62 |
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| Progressive Corporation (PGR) | 0.1 | $525k | +75% | 2.1k | 253.73 |
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| Bancolombia S A Spon Adr Pref (CIB) | 0.1 | $522k | +15% | 17k | 31.38 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $520k | +53% | 4.8k | 108.63 |
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| Reliance Steel & Aluminum (RS) | 0.1 | $519k | +24% | 1.8k | 289.25 |
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| American Tower Reit (AMT) | 0.1 | $516k | +19% | 2.2k | 232.56 |
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| Honeywell International (HON) | 0.1 | $515k | 2.5k | 206.67 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $515k | +46% | 4.0k | 128.20 |
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| Cigna Corp (CI) | 0.1 | $501k | -2% | 1.4k | 346.46 |
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| Unilever Spon Adr New (UL) | 0.1 | $499k | 7.7k | 64.96 |
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| American Intl Group Com New (AIG) | 0.1 | $497k | 6.8k | 73.23 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $496k | +22% | 2.7k | 181.99 |
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| Ge Aerospace Com New (GE) | 0.1 | $495k | 2.6k | 188.58 |
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| Citigroup Com New (C) | 0.1 | $495k | +4% | 7.9k | 62.60 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $490k | -37% | 6.8k | 71.86 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $490k | NEW | 838.00 | 584.56 |
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| Stryker Corporation (SYK) | 0.1 | $490k | +43% | 1.4k | 361.22 |
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| Moody's Corporation (MCO) | 0.1 | $485k | -2% | 1.0k | 474.50 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $484k | +61% | 7.7k | 62.56 |
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| Prologis (PLD) | 0.1 | $482k | +12% | 3.8k | 126.29 |
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| Gilead Sciences (GILD) | 0.1 | $479k | +11% | 5.7k | 83.84 |
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| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $475k | +3% | 23k | 20.38 |
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| Hca Holdings (HCA) | 0.1 | $475k | -2% | 1.2k | 406.43 |
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| McDonald's Corporation (MCD) | 0.1 | $474k | -53% | 1.6k | 304.45 |
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| Micron Technology (MU) | 0.1 | $462k | +20% | 4.5k | 103.71 |
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| Microvision Inc Del Com New (MVIS) | 0.1 | $456k | +33% | 400k | 1.14 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $456k | +36% | 47k | 9.76 |
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| Illinois Tool Works (ITW) | 0.1 | $451k | 1.7k | 262.08 |
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| Infosys Sponsored Adr (INFY) | 0.1 | $450k | +12% | 20k | 22.27 |
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| Paccar (PCAR) | 0.1 | $449k | +21% | 4.6k | 98.67 |
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| Truist Financial Corp equities (TFC) | 0.1 | $443k | 10k | 42.77 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $442k | 1.4k | 314.39 |
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| United Rentals (URI) | 0.1 | $440k | +18% | 543.00 | 809.73 |
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| Becton, Dickinson and (BDX) | 0.1 | $437k | +28% | 1.8k | 241.16 |
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| Synopsys (SNPS) | 0.1 | $436k | +38% | 860.00 | 506.39 |
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| Autodesk (ADSK) | 0.1 | $429k | +7% | 1.6k | 275.48 |
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| Medtronic SHS (MDT) | 0.1 | $426k | -35% | 4.7k | 90.02 |
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| Carrier Global Corporation (CARR) | 0.1 | $425k | -4% | 5.3k | 80.50 |
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| General Mills (GIS) | 0.1 | $424k | +19% | 5.7k | 73.85 |
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| Bristol Myers Squibb (BMY) | 0.1 | $423k | -8% | 8.2k | 51.74 |
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| Cme (CME) | 0.1 | $422k | +22% | 1.9k | 220.68 |
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| Arista Networks (ANET) | 0.1 | $415k | +38% | 1.1k | 383.93 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $414k | +29% | 4.0k | 103.94 |
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| MercadoLibre (MELI) | 0.1 | $412k | +4% | 201.00 | 2051.96 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $397k | -14% | 5.9k | 67.85 |
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| ConAgra Foods (CAG) | 0.1 | $397k | NEW | 12k | 32.52 |
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| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $397k | -12% | 76k | 5.22 |
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| Equinix (EQIX) | 0.1 | $391k | -8% | 441.00 | 887.14 |
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| Cbre Group Cl A (CBRE) | 0.1 | $391k | -3% | 3.1k | 124.48 |
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| Sterling Construction Company (STRL) | 0.1 | $390k | -49% | 2.7k | 145.02 |
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| Constellation Brands Cl A (STZ) | 0.1 | $387k | -2% | 1.5k | 257.67 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $383k | 3.0k | 125.61 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $379k | +29% | 5.8k | 64.81 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $376k | -14% | 13k | 29.18 |
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| Copart (CPRT) | 0.1 | $374k | +9% | 7.1k | 52.40 |
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| Dupont De Nemours (DD) | 0.1 | $372k | +28% | 4.2k | 89.11 |
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| RPM International (RPM) | 0.1 | $368k | +10% | 3.0k | 121.00 |
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| Cisco Systems (CSCO) | 0.1 | $366k | +4% | 6.9k | 53.22 |
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| Xylem (XYL) | 0.1 | $363k | +14% | 2.7k | 135.03 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $361k | +6% | 4.0k | 91.31 |
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| Sherwin-Williams Company (SHW) | 0.1 | $360k | +14% | 943.00 | 381.47 |
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| Cintas Corporation (CTAS) | 0.1 | $358k | NEW | 1.7k | 205.83 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $357k | +21% | 1.6k | 225.78 |
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| Vulcan Materials Company (VMC) | 0.1 | $357k | +12% | 1.4k | 250.49 |
|
| Broadridge Financial Solutions (BR) | 0.1 | $350k | +5% | 1.6k | 215.05 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $349k | NEW | 6.5k | 53.72 |
|
| Hershey Company (HSY) | 0.1 | $347k | -20% | 1.8k | 191.80 |
|
| Vanguard World Energy Etf (VDE) | 0.1 | $342k | 2.8k | 122.47 |
|
|
| Iqvia Holdings (IQV) | 0.1 | $336k | +20% | 1.4k | 236.97 |
|
| BP Sponsored Adr (BP) | 0.0 | $333k | 11k | 31.39 |
|
|
| Kt Corp Sponsored Adr (KT) | 0.0 | $331k | +48% | 22k | 15.38 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $330k | -2% | 734.00 | 449.63 |
|
| Ptc (PTC) | 0.0 | $330k | +36% | 1.8k | 180.66 |
|
| Quanta Services (PWR) | 0.0 | $327k | +2% | 1.1k | 298.15 |
|
| Gartner (IT) | 0.0 | $327k | NEW | 646.00 | 506.76 |
|
| Chromadex Corp Com New (CDXC) | 0.0 | $324k | NEW | 89k | 3.65 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $321k | -22% | 7.0k | 45.73 |
|
| Steel Dynamics (STLD) | 0.0 | $317k | NEW | 2.5k | 126.10 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $317k | +2% | 8.5k | 37.48 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $315k | 8.6k | 36.41 |
|
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $314k | +15% | 22k | 14.22 |
|
| Woori Finl Group Sponsored Ads (WF) | 0.0 | $312k | -4% | 8.7k | 35.73 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $312k | +21% | 2.4k | 128.03 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $309k | +7% | 4.0k | 77.17 |
|
| Intercontinental Exchange (ICE) | 0.0 | $308k | NEW | 1.9k | 160.64 |
|
| Cadence Design Systems (CDNS) | 0.0 | $308k | -22% | 1.1k | 271.03 |
|
| Halliburton Company (HAL) | 0.0 | $307k | +4% | 11k | 29.05 |
|
| Coupang Cl A (CPNG) | 0.0 | $298k | -10% | 12k | 24.55 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $297k | -66% | 2.9k | 101.27 |
|
| Pentair SHS (PNR) | 0.0 | $293k | 3.0k | 97.79 |
|
|
| Prudential Financial (PRU) | 0.0 | $292k | -3% | 2.4k | 121.10 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $287k | +2% | 9.7k | 29.75 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $286k | 2.4k | 121.16 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $285k | -5% | 5.5k | 51.50 |
|
| F.N.B. Corporation (FNB) | 0.0 | $285k | 20k | 14.11 |
|
|
| U Haul Holding Company Com Ser N (UHAL.B) | 0.0 | $281k | NEW | 3.9k | 72.00 |
|
| Kla Corp Com New (KLAC) | 0.0 | $277k | +23% | 357.00 | 774.41 |
|
| Verisk Analytics (VRSK) | 0.0 | $276k | 1.0k | 268.03 |
|
|
| Oneok (OKE) | 0.0 | $273k | +11% | 3.0k | 91.13 |
|
| Core Scientific (CORZ) | 0.0 | $272k | 23k | 11.86 |
|
|
| Jd.com Spon Ads Cl A (JD) | 0.0 | $270k | NEW | 6.7k | 40.00 |
|
| Analog Devices (ADI) | 0.0 | $269k | 1.2k | 230.17 |
|
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $269k | NEW | 1.4k | 198.51 |
|
| Kellogg Company (K) | 0.0 | $267k | NEW | 3.3k | 80.71 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $266k | 1.4k | 192.81 |
|
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $266k | 25k | 10.84 |
|
|
| Iron Mountain (IRM) | 0.0 | $264k | NEW | 2.2k | 118.83 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $264k | NEW | 2.3k | 114.53 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $262k | -11% | 1.9k | 140.33 |
|
| Anthem (ELV) | 0.0 | $259k | NEW | 499.00 | 519.79 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $256k | +2% | 1.1k | 229.10 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $256k | -7% | 666.00 | 383.93 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $255k | 1.9k | 135.44 |
|
|
| Omni (OMC) | 0.0 | $254k | NEW | 2.5k | 103.37 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $251k | -22% | 1.0k | 240.01 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $251k | NEW | 6.0k | 41.77 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $249k | 424.00 | 586.52 |
|
|
| Simon Property (SPG) | 0.0 | $248k | NEW | 1.5k | 169.02 |
|
| Rockwell Automation (ROK) | 0.0 | $247k | 921.00 | 268.33 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $247k | NEW | 634.00 | 388.73 |
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.0 | $246k | -26% | 5.8k | 42.37 |
|
| Piedmont Office Realty Tr In Com Cl A (PDM) | 0.0 | $245k | 24k | 10.10 |
|
|
| Flexshares Tr Stox Gbl Esg Slt (ESGG) | 0.0 | $243k | 1.4k | 172.52 |
|
|
| Waste Connections (WCN) | 0.0 | $243k | +2% | 1.4k | 178.82 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $242k | +5% | 1.1k | 223.14 |
|
| Ecolab (ECL) | 0.0 | $242k | -13% | 947.00 | 255.33 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $239k | 5.4k | 44.46 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $227k | NEW | 3.2k | 71.73 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $227k | -25% | 27k | 8.42 |
|
| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.0 | $227k | +3% | 2.6k | 88.74 |
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $225k | NEW | 4.6k | 49.20 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $223k | NEW | 5.5k | 40.88 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $223k | -15% | 18k | 12.63 |
|
| Columbia Banking System (COLB) | 0.0 | $222k | NEW | 8.5k | 26.11 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $220k | 2.6k | 84.52 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $219k | 2.0k | 107.63 |
|
|
| Valmont Industries (VMI) | 0.0 | $218k | NEW | 750.00 | 289.95 |
|
| Realty Income (O) | 0.0 | $216k | NEW | 3.4k | 63.42 |
|
| Palo Alto Networks (PANW) | 0.0 | $215k | NEW | 629.00 | 341.80 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $213k | NEW | 3.3k | 64.86 |
|
| Loews Corporation (L) | 0.0 | $212k | NEW | 2.7k | 79.05 |
|
| Hubbell (HUBB) | 0.0 | $210k | NEW | 490.00 | 428.45 |
|
| V.F. Corporation (VFC) | 0.0 | $209k | 11k | 19.95 |
|
|
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.0 | $208k | NEW | 5.2k | 39.67 |
|
| Digital Realty Trust (DLR) | 0.0 | $207k | -14% | 1.3k | 161.84 |
|
| BlackRock (BLK) | 0.0 | $207k | NEW | 218.00 | 949.51 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $207k | -20% | 2.7k | 77.91 |
|
| Telefonica Brasil Sa New Adr (VIV) | 0.0 | $206k | 20k | 10.27 |
|
|
| Paychex (PAYX) | 0.0 | $203k | NEW | 1.5k | 134.20 |
|
| General Dynamics Corporation (GD) | 0.0 | $202k | NEW | 668.00 | 302.20 |
|
| Altria (MO) | 0.0 | $201k | NEW | 3.9k | 51.03 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $201k | NEW | 5.9k | 33.86 |
|
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $200k | +33% | 57k | 3.50 |
|
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $156k | +11% | 32k | 4.86 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $116k | -4% | 37k | 3.12 |
|
| Nio Spon Ads (NIO) | 0.0 | $112k | +63% | 17k | 6.68 |
|
| Banco Santander Adr (SAN) | 0.0 | $98k | -7% | 19k | 5.10 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $70k | -26% | 16k | 4.37 |
|
| Banco Bradesco S A Sponsored Adr (BBDO) | 0.0 | $50k | +8% | 20k | 2.45 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $33k | NEW | 14k | 2.44 |
|
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $31k | +14% | 12k | 2.66 |
|
Past Filings by BSW Wealth Partners
SEC 13F filings are viewable for BSW Wealth Partners going back to 2010
- BSW Wealth Partners 2024 Q3 filed Oct. 29, 2024
- BSW Wealth Partners 2024 Q2 filed July 16, 2024
- 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