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, AVUS, SPY, and represent 35.23% of BSW Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: MUB, VTI, AAPL, IDEV, AVUS, SCHB, VGIT, JMST, SCHF, VEA.
- Started 25 new stock positions in VTHR, MET, LNG, GEV, RSP, JCI, COP, DIA, LRCX, WFC.
- Reduced shares in these 10 stocks: VTEB, MGV, Lam Research Corporation, TSN, Arista Networks, VBK, IJH, AVDE, NULV, IEMG.
- Sold out of its positions in Arista Networks, AZN, BBD, BlackRock, BF.B, KOF, CMCSA, ECL, GD, GSK. HAL, EFG, Lam Research Corporation, OMC, O, SCHD, XLI, SHG, TSN, WY.
- BSW Wealth Partners was a net buyer of stock by $28M.
- BSW Wealth Partners has $681M in assets under management (AUM), dropping by 2.24%.
- Central Index Key (CIK): 0001512601
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Portfolio Holdings for BSW Wealth Partners
BSW Wealth Partners holds 308 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 15.3 | $105M | 177k | 588.68 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 5.6 | $38M | -2% | 759k | 50.13 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 5.3 | $36M | 591k | 61.37 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 4.9 | $34M | +4% | 347k | 96.93 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.1 | $28M | 47k | 586.08 |
|
|
| Apple (AAPL) | 4.0 | $28M | +7% | 110k | 250.42 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.6 | $25M | +4% | 429k | 58.00 |
|
| Ishares Tr Core Msci Intl (IDEV) | 2.8 | $19M | +8% | 291k | 64.47 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.0 | $13M | +3% | 190k | 70.28 |
|
| Ishares Core Msci Emkt (IEMG) | 1.8 | $12M | -2% | 234k | 52.22 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.7 | $12M | 196k | 58.79 |
|
|
| NVIDIA Corporation (NVDA) | 1.5 | $10M | +9% | 77k | 134.29 |
|
| Ishares Tr Grwt Allocat Etf (AOR) | 1.4 | $9.3M | 162k | 57.32 |
|
|
| Vanguard World Mega Cap Val Etf (MGV) | 1.3 | $8.7M | -10% | 70k | 124.91 |
|
| Microsoft Corporation (MSFT) | 1.3 | $8.6M | +11% | 20k | 421.51 |
|
| American Centy Etf Tr Emerging Mkt Val (AVES) | 1.2 | $8.4M | 181k | 46.20 |
|
|
| Amazon (AMZN) | 1.1 | $7.2M | +5% | 33k | 219.39 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.0 | $7.1M | +3% | 144k | 49.51 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 1.0 | $6.8M | 65k | 104.89 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.0 | $6.8M | +11% | 70k | 96.53 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $6.5M | +55% | 23k | 289.82 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $6.5M | +6% | 12k | 538.82 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.9 | $5.8M | -5% | 26k | 220.96 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.8 | $5.8M | 76k | 76.14 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $5.6M | +23% | 117k | 47.82 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.8 | $5.4M | -5% | 137k | 39.37 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $5.3M | -4% | 70k | 75.61 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $4.9M | -7% | 78k | 62.31 |
|
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.7 | $4.8M | +6% | 25k | 193.59 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $4.7M | +5% | 25k | 190.43 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $4.5M | +7% | 24k | 189.30 |
|
| Procter & Gamble Company (PG) | 0.7 | $4.5M | -5% | 27k | 167.65 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.7 | $4.5M | -3% | 106k | 41.88 |
|
| Ishares Tr Esg Scrnd S&p500 (XVV) | 0.6 | $4.3M | -3% | 95k | 45.30 |
|
| Ishares Tr National Mun Etf (MUB) | 0.6 | $3.9M | +663% | 37k | 106.55 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.5 | $3.6M | 31k | 117.50 |
|
|
| Broadcom (AVGO) | 0.5 | $3.5M | +2% | 15k | 231.85 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $2.8M | +12% | 3.6k | 771.98 |
|
| Meta Platforms Cl A (META) | 0.4 | $2.8M | +3% | 4.8k | 585.55 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $2.7M | -4% | 11k | 239.71 |
|
| Walker & Dunlop (WD) | 0.4 | $2.7M | 28k | 97.21 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $2.6M | +27% | 58k | 44.04 |
|
| Pepsi (PEP) | 0.3 | $2.3M | 15k | 152.06 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $2.3M | +14% | 56k | 41.82 |
|
| Linde SHS (LIN) | 0.3 | $2.3M | 5.5k | 418.67 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.2M | +9% | 4.8k | 453.28 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $2.1M | +115% | 115k | 18.50 |
|
| Abbvie (ABBV) | 0.3 | $2.0M | +19% | 12k | 177.70 |
|
| Visa Com Cl A (V) | 0.3 | $2.0M | +7% | 6.3k | 316.03 |
|
| Coca-Cola Company (KO) | 0.3 | $1.9M | +2% | 30k | 62.26 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.8M | +16% | 3.6k | 511.25 |
|
| Home Depot (HD) | 0.3 | $1.8M | +5% | 4.6k | 389.11 |
|
| Merck & Co (MRK) | 0.3 | $1.8M | 18k | 99.48 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $1.8M | +6% | 9.0k | 197.49 |
|
| Oracle Corporation (ORCL) | 0.3 | $1.8M | +4% | 11k | 166.64 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $1.8M | +195% | 77k | 22.70 |
|
| Walt Disney Company (DIS) | 0.2 | $1.7M | +8% | 15k | 111.35 |
|
| Travelers Companies (TRV) | 0.2 | $1.6M | 6.6k | 240.87 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $1.6M | 13k | 117.49 |
|
|
| Tesla Motors (TSLA) | 0.2 | $1.5M | +14% | 3.7k | 403.84 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.5M | +6% | 14k | 107.57 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.4M | 4.1k | 351.77 |
|
|
| Dell Technologies CL C (DELL) | 0.2 | $1.4M | +2% | 12k | 115.24 |
|
| Abbott Laboratories (ABT) | 0.2 | $1.4M | 12k | 113.11 |
|
|
| Pfizer (PFE) | 0.2 | $1.4M | +2% | 53k | 26.53 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.4M | 3.5k | 401.56 |
|
|
| Netflix (NFLX) | 0.2 | $1.4M | +6% | 1.6k | 891.32 |
|
| salesforce (CRM) | 0.2 | $1.3M | +8% | 4.0k | 334.29 |
|
| Union Pacific Corporation (UNP) | 0.2 | $1.3M | +2% | 5.7k | 228.02 |
|
| UnitedHealth (UNH) | 0.2 | $1.3M | 2.5k | 505.86 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.3M | 1.4k | 916.74 |
|
|
| Intel Corporation (INTC) | 0.2 | $1.2M | +44% | 61k | 20.05 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.2M | +11% | 2.3k | 526.66 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.2M | +9% | 6.1k | 198.18 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.2M | +19% | 4.9k | 240.26 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $1.2M | NEW | 23k | 50.71 |
|
| Dover Corporation (DOV) | 0.2 | $1.1M | +15% | 6.1k | 187.61 |
|
| American Express Company (AXP) | 0.2 | $1.1M | +9% | 3.9k | 296.83 |
|
| Intuit (INTU) | 0.2 | $1.1M | 1.8k | 628.67 |
|
|
| Automatic Data Processing (ADP) | 0.2 | $1.1M | +2% | 3.7k | 292.73 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.1M | +2% | 12k | 90.35 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.1M | +36% | 6.2k | 172.42 |
|
| Advanced Micro Devices (AMD) | 0.2 | $1.1M | 8.8k | 120.80 |
|
|
| Caterpillar (CAT) | 0.2 | $1.0M | +40% | 2.8k | 362.83 |
|
| Servicenow (NOW) | 0.1 | $1.0M | +13% | 944.00 | 1060.12 |
|
| International Business Machines (IBM) | 0.1 | $1000k | +35% | 4.5k | 219.84 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $997k | NEW | 8.6k | 115.55 |
|
| Johnson & Johnson (JNJ) | 0.1 | $976k | 6.7k | 144.62 |
|
|
| Booking Holdings (BKNG) | 0.1 | $964k | 194.00 | 4970.28 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $952k | -30% | 3.4k | 280.06 |
|
| Applied Materials (AMAT) | 0.1 | $907k | +30% | 5.6k | 162.65 |
|
| W.W. Grainger (GWW) | 0.1 | $877k | -6% | 832.00 | 1054.24 |
|
| Lumen Technologies (LUMN) | 0.1 | $877k | +26% | 165k | 5.31 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $877k | 3.3k | 269.70 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $875k | 26k | 34.13 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $873k | +18% | 3.6k | 242.13 |
|
| Qualcomm (QCOM) | 0.1 | $870k | -6% | 5.7k | 153.61 |
|
| At&t (T) | 0.1 | $860k | +16% | 38k | 22.77 |
|
| Icici Bank Adr (IBN) | 0.1 | $856k | +4% | 29k | 29.86 |
|
| Danaher Corporation (DHR) | 0.1 | $852k | +3% | 3.7k | 229.57 |
|
| Goldman Sachs (GS) | 0.1 | $842k | +7% | 1.5k | 572.62 |
|
| TJX Companies (TJX) | 0.1 | $837k | +4% | 6.9k | 120.81 |
|
| Morgan Stanley Com New (MS) | 0.1 | $829k | +20% | 6.6k | 125.73 |
|
| PNC Financial Services (PNC) | 0.1 | $816k | +10% | 4.2k | 192.84 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $812k | +6% | 1.6k | 521.96 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $807k | 4.4k | 185.13 |
|
|
| Lam Research (LRCX) | 0.1 | $803k | NEW | 11k | 72.23 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $800k | +2% | 9.3k | 86.02 |
|
| Verizon Communications (VZ) | 0.1 | $797k | +16% | 20k | 39.99 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $772k | +89% | 1.6k | 485.95 |
|
| Fiserv (FI) | 0.1 | $768k | +10% | 3.7k | 205.42 |
|
| Wabtec Corporation (WAB) | 0.1 | $767k | +2% | 4.0k | 189.57 |
|
| Deere & Company (DE) | 0.1 | $757k | +15% | 1.8k | 423.96 |
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $718k | +8% | 5.3k | 134.33 |
|
| Chevron Corporation (CVX) | 0.1 | $717k | +17% | 5.0k | 144.84 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $717k | 3.7k | 195.84 |
|
|
| Boston Scientific Corporation (BSX) | 0.1 | $707k | +3% | 7.9k | 89.32 |
|
| S&p Global (SPGI) | 0.1 | $707k | +6% | 1.4k | 498.18 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $698k | -7% | 7.2k | 97.31 |
|
| Metropcs Communications (TMUS) | 0.1 | $697k | 3.2k | 220.74 |
|
|
| Ball Corporation (BALL) | 0.1 | $685k | -3% | 12k | 55.13 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $680k | +2% | 16k | 42.05 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $669k | +4% | 1.3k | 520.03 |
|
| Honeywell International (HON) | 0.1 | $658k | +16% | 2.9k | 225.85 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $643k | +8% | 2.4k | 264.08 |
|
| Enterprise Products Partners (EPD) | 0.1 | $643k | 21k | 31.36 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $637k | 1.1k | 569.58 |
|
|
| Wipro Spon Adr 1 Sh (WIT) | 0.1 | $634k | +102% | 179k | 3.54 |
|
| Broadstone Net Lease (BNL) | 0.1 | $634k | 40k | 15.86 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $619k | +117% | 6.4k | 96.90 |
|
| Amgen (AMGN) | 0.1 | $618k | +3% | 2.4k | 260.70 |
|
| Ishares Tr International Sl (ISCF) | 0.1 | $618k | 19k | 32.28 |
|
|
| Uber Technologies (UBER) | 0.1 | $611k | +2% | 10k | 60.32 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $607k | -5% | 12k | 49.46 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $598k | 864.00 | 692.49 |
|
|
| Reliance Steel & Aluminum (RS) | 0.1 | $596k | +23% | 2.2k | 269.21 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $580k | +5% | 9.6k | 60.30 |
|
| Allstate Corporation (ALL) | 0.1 | $572k | 3.0k | 192.77 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $569k | 4.9k | 115.22 |
|
|
| Bancolombia S A Spon Adr Pref (CIB) | 0.1 | $565k | +7% | 18k | 31.51 |
|
| Chubb (CB) | 0.1 | $565k | -4% | 2.0k | 276.30 |
|
| Arista Networks (ANET) | 0.1 | $562k | NEW | 5.1k | 110.54 |
|
| Citigroup Com New (C) | 0.1 | $559k | 7.9k | 70.39 |
|
|
| Gilead Sciences (GILD) | 0.1 | $559k | +5% | 6.0k | 92.37 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $542k | +4% | 2.9k | 189.98 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $540k | +16% | 9.5k | 56.56 |
|
| Philip Morris International (PM) | 0.1 | $538k | +2% | 4.5k | 120.34 |
|
| Lowe's Companies (LOW) | 0.1 | $535k | 2.2k | 246.85 |
|
|
| Relx Sponsored Adr (RELX) | 0.1 | $535k | +4% | 12k | 45.42 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $531k | -8% | 1.2k | 444.68 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $528k | 6.9k | 76.83 |
|
|
| Microvision Inc Del Com New (MVIS) | 0.1 | $524k | 400k | 1.31 |
|
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $523k | +6% | 8.2k | 63.86 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $522k | 4.1k | 127.59 |
|
|
| Moody's Corporation (MCO) | 0.1 | $521k | +7% | 1.1k | 473.33 |
|
| Cme (CME) | 0.1 | $517k | +16% | 2.2k | 232.30 |
|
| Stryker Corporation (SYK) | 0.1 | $515k | +5% | 1.4k | 360.04 |
|
| SYSCO Corporation (SYY) | 0.1 | $515k | -2% | 6.7k | 76.46 |
|
| American Intl Group Com New (AIG) | 0.1 | $514k | +4% | 7.1k | 72.80 |
|
| Progressive Corporation (PGR) | 0.1 | $508k | +2% | 2.1k | 239.58 |
|
| General Electric Com New (GE) | 0.1 | $507k | +15% | 3.0k | 166.79 |
|
| Autodesk (ADSK) | 0.1 | $505k | +9% | 1.7k | 295.57 |
|
| Chromadex Corp Com New | 0.1 | $498k | +5% | 94k | 5.30 |
|
| Digitalocean Hldgs (DOCN) | 0.1 | $496k | +4% | 15k | 34.07 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $493k | 5.4k | 90.92 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $490k | +24% | 3.8k | 128.62 |
|
| Paccar (PCAR) | 0.1 | $485k | +2% | 4.7k | 104.02 |
|
| Nextera Energy (NEE) | 0.1 | $483k | -3% | 6.7k | 71.69 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $479k | +6% | 11k | 43.38 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $474k | +9% | 6.4k | 74.01 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $470k | 23k | 20.14 |
|
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $468k | 47k | 10.07 |
|
|
| Infosys Sponsored Adr (INFY) | 0.1 | $460k | +3% | 21k | 21.92 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $454k | NEW | 2.6k | 175.26 |
|
| Illinois Tool Works (ITW) | 0.1 | $454k | +3% | 1.8k | 253.57 |
|
| Sterling Construction Company (STRL) | 0.1 | $453k | 2.7k | 168.45 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $453k | 1.4k | 322.16 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $452k | NEW | 3.4k | 132.12 |
|
| Unilever Spon Adr New (UL) | 0.1 | $452k | +3% | 8.0k | 56.70 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $446k | 77k | 5.79 |
|
|
| Equinix (EQIX) | 0.1 | $446k | +7% | 473.00 | 942.60 |
|
| Synopsys (SNPS) | 0.1 | $420k | 865.00 | 485.36 |
|
|
| Cbre Group Cl A (CBRE) | 0.1 | $420k | 3.2k | 131.29 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $419k | -7% | 1.4k | 289.84 |
|
| Honda Motor Amern Shs (HMC) | 0.1 | $418k | -34% | 15k | 28.55 |
|
| Copart (CPRT) | 0.1 | $418k | +2% | 7.3k | 57.39 |
|
| American Tower Reit (AMT) | 0.1 | $410k | 2.2k | 183.44 |
|
|
| Cisco Systems (CSCO) | 0.1 | $407k | 6.9k | 59.20 |
|
|
| United Rentals (URI) | 0.1 | $396k | +3% | 562.00 | 704.44 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $393k | +43% | 3.4k | 115.72 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $388k | +5% | 4.2k | 92.60 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $387k | +185% | 17k | 23.18 |
|
| Vulcan Materials Company (VMC) | 0.1 | $383k | +4% | 1.5k | 257.30 |
|
| Carrier Global Corporation (CARR) | 0.1 | $382k | +5% | 5.6k | 68.26 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $375k | +10% | 811.00 | 462.23 |
|
| RPM International (RPM) | 0.1 | $374k | 3.0k | 123.05 |
|
|
| General Mills (GIS) | 0.1 | $371k | 5.8k | 63.77 |
|
|
| Broadridge Financial Solutions (BR) | 0.1 | $370k | 1.6k | 226.15 |
|
|
| Cadence Design Systems (CDNS) | 0.1 | $369k | +8% | 1.2k | 300.46 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $368k | 1.6k | 232.54 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $366k | +14% | 1.1k | 339.84 |
|
| Quanta Services (PWR) | 0.1 | $366k | +5% | 1.2k | 316.05 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $365k | +18% | 2.9k | 126.03 |
|
| Micron Technology (MU) | 0.1 | $362k | -3% | 4.3k | 84.15 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $360k | NEW | 845.00 | 425.50 |
|
| Ptc (PTC) | 0.1 | $359k | +7% | 2.0k | 183.87 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $354k | +5% | 7.4k | 47.83 |
|
| Hca Holdings (HCA) | 0.1 | $350k | 1.2k | 300.15 |
|
|
| Constellation Brands Cl A (STZ) | 0.1 | $346k | +4% | 1.6k | 221.03 |
|
| MercadoLibre (MELI) | 0.1 | $344k | 202.00 | 1700.39 |
|
|
| Cintas Corporation (CTAS) | 0.1 | $342k | +7% | 1.9k | 182.67 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $340k | +10% | 4.4k | 76.91 |
|
| Vanguard World Fds Energy Etf (VDE) | 0.0 | $338k | 2.8k | 121.31 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $338k | 13k | 26.63 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $335k | 6.5k | 51.51 |
|
|
| Kt Corp Sponsored Adr (KT) | 0.0 | $334k | 22k | 15.52 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $333k | +6% | 11k | 29.56 |
|
| Medtronic SHS (MDT) | 0.0 | $331k | -12% | 4.1k | 79.88 |
|
| Oneok (OKE) | 0.0 | $328k | +9% | 3.3k | 100.40 |
|
| Intercontinental Exchange (ICE) | 0.0 | $327k | +14% | 2.2k | 149.01 |
|
| Core Scientific (CORZ) | 0.0 | $325k | 23k | 14.05 |
|
|
| Gartner (IT) | 0.0 | $320k | +2% | 660.00 | 484.47 |
|
| Xylem (XYL) | 0.0 | $319k | +2% | 2.7k | 116.03 |
|
| Prologis (PLD) | 0.0 | $316k | -21% | 3.0k | 105.71 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $311k | +12% | 1.3k | 246.21 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $308k | +38% | 4.4k | 70.00 |
|
| Pentair SHS (PNR) | 0.0 | $307k | 3.1k | 100.64 |
|
|
| Sony Group Corporation Sponsored Adr (SONY) | 0.0 | $302k | NEW | 14k | 21.16 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $301k | +110% | 12k | 25.86 |
|
| Dupont De Nemours (DD) | 0.0 | $299k | -5% | 3.9k | 76.25 |
|
| F.N.B. Corporation (FNB) | 0.0 | $298k | 20k | 14.78 |
|
|
| Cigna Corp (CI) | 0.0 | $298k | -25% | 1.1k | 276.30 |
|
| Verisk Analytics (VRSK) | 0.0 | $297k | +4% | 1.1k | 275.52 |
|
| Rockwell Automation (ROK) | 0.0 | $294k | +11% | 1.0k | 285.72 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $292k | -16% | 3.3k | 88.79 |
|
| Palo Alto Networks (PANW) | 0.0 | $292k | +155% | 1.6k | 181.96 |
|
| Iron Mountain (IRM) | 0.0 | $286k | +22% | 2.7k | 105.11 |
|
| Prudential Financial (PRU) | 0.0 | $286k | 2.4k | 118.53 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $285k | 8.5k | 33.39 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $279k | -31% | 1.2k | 226.79 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $279k | +16% | 29k | 9.72 |
|
| Paychex (PAYX) | 0.0 | $274k | +29% | 2.0k | 140.23 |
|
| Analog Devices (ADI) | 0.0 | $274k | +10% | 1.3k | 212.46 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $273k | 666.00 | 410.44 |
|
|
| ConAgra Foods (CAG) | 0.0 | $273k | -19% | 9.8k | 27.75 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $273k | +6% | 19k | 14.49 |
|
| U Haul Holding Company Com Ser N (UHAL.B) | 0.0 | $269k | +7% | 4.2k | 64.05 |
|
| Shopify Cl A (SHOP) | 0.0 | $269k | NEW | 2.5k | 106.31 |
|
| Altria (MO) | 0.0 | $269k | +30% | 5.1k | 52.29 |
|
| Woori Finl Group Sponsored Ads (WF) | 0.0 | $268k | 8.6k | 31.25 |
|
|
| Coupang Cl A (CPNG) | 0.0 | $267k | 12k | 21.98 |
|
|
| Kellogg Company (K) | 0.0 | $265k | 3.3k | 80.97 |
|
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $265k | 9.6k | 27.57 |
|
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $264k | 424.00 | 621.80 |
|
|
| Loews Corporation (L) | 0.0 | $262k | +15% | 3.1k | 84.69 |
|
| Anthem (ELV) | 0.0 | $262k | +42% | 709.00 | 368.94 |
|
| Trane Technologies SHS (TT) | 0.0 | $259k | +10% | 702.00 | 369.39 |
|
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.0 | $258k | +30% | 6.9k | 37.65 |
|
| Ge Vernova (GEV) | 0.0 | $258k | NEW | 784.00 | 328.93 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $257k | 5.4k | 47.86 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $253k | 1.4k | 186.70 |
|
|
| Simon Property (SPG) | 0.0 | $253k | 1.5k | 172.23 |
|
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $251k | 2.3k | 109.20 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $251k | NEW | 5.7k | 43.95 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $249k | NEW | 4.2k | 59.73 |
|
| Digital Realty Trust (DLR) | 0.0 | $247k | +8% | 1.4k | 177.34 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $247k | -15% | 19k | 13.24 |
|
| Kla Corp Com New (KLAC) | 0.0 | $244k | +8% | 387.00 | 630.11 |
|
| ConocoPhillips (COP) | 0.0 | $238k | NEW | 2.4k | 99.16 |
|
| Blackrock (BLK) | 0.0 | $237k | NEW | 231.00 | 1025.17 |
|
| Flexshares Tr Stox Gbl Esg Slt (ESGG) | 0.0 | $236k | 1.4k | 168.04 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $232k | 1.1k | 212.45 |
|
|
| Ferguson SHS (FERG) | 0.0 | $232k | 1.3k | 173.55 |
|
|
| Keurig Dr Pepper (KDP) | 0.0 | $231k | -14% | 7.2k | 32.12 |
|
| Steel Dynamics (STLD) | 0.0 | $231k | -19% | 2.0k | 114.07 |
|
| Jd.com Spon Adr Cl A (JD) | 0.0 | $231k | 6.7k | 34.67 |
|
|
| Valmont Industries (VMI) | 0.0 | $230k | 750.00 | 306.67 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $230k | NEW | 3.3k | 70.23 |
|
| Columbia Banking System (COLB) | 0.0 | $229k | 8.5k | 27.01 |
|
|
| Waste Connections (WCN) | 0.0 | $227k | -2% | 1.3k | 171.58 |
|
| Iqvia Holdings (IQV) | 0.0 | $225k | -18% | 1.1k | 196.51 |
|
| V.F. Corporation (VFC) | 0.0 | $224k | 11k | 21.46 |
|
|
| Piedmont Office Realty Tr In Com Cl A (PDM) | 0.0 | $222k | 24k | 9.15 |
|
|
| Yandex N V Shs Class A (NBIS) | 0.0 | $221k | NEW | 8.0k | 27.70 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $217k | NEW | 2.8k | 78.93 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $217k | 1.0k | 207.85 |
|
|
| MetLife (MET) | 0.0 | $215k | NEW | 2.6k | 81.88 |
|
| Live Nation Entertainment (LYV) | 0.0 | $214k | NEW | 1.7k | 129.50 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $214k | 3.3k | 65.08 |
|
|
| Cummins (CMI) | 0.0 | $212k | NEW | 607.00 | 348.62 |
|
| Hubbell (HUBB) | 0.0 | $208k | 497.00 | 419.08 |
|
|
| Diageo Spon Adr New (DEO) | 0.0 | $207k | -12% | 1.6k | 127.10 |
|
| Hershey Company (HSY) | 0.0 | $206k | -32% | 1.2k | 169.33 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $206k | NEW | 2.3k | 89.33 |
|
| Phillips 66 (PSX) | 0.0 | $205k | NEW | 1.8k | 113.96 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $205k | NEW | 953.00 | 214.87 |
|
| Workday Cl A (WDAY) | 0.0 | $200k | NEW | 776.00 | 258.02 |
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.0 | $200k | NEW | 771.00 | 259.59 |
|
| Telefonica Brasil Sa New Adr (VIV) | 0.0 | $168k | +11% | 22k | 7.55 |
|
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $141k | -14% | 49k | 2.88 |
|
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $137k | +5% | 34k | 4.02 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $114k | +13% | 42k | 2.72 |
|
| Banco Santander Adr (SAN) | 0.0 | $91k | +4% | 20k | 4.56 |
|
| Nio Spon Ads (NIO) | 0.0 | $89k | +21% | 20k | 4.36 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $85k | -51% | 13k | 6.49 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $71k | 16k | 4.43 |
|
|
| Banco Bradesco S A Sponsored Adr (BBDO) | 0.0 | $42k | +16% | 24k | 1.79 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $30k | +18% | 16k | 1.85 |
|
Past Filings by BSW Wealth Partners
SEC 13F filings are viewable for BSW Wealth Partners going back to 2010
- BSW Wealth Partners 2024 Q4 filed Jan. 22, 2025
- 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