BSW Wealth Partners
Latest statistics and disclosures from BSW Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AVDE, AVUS, VGIT, VTEB, and represent 35.68% of BSW Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: IVV, PLTR, IDEV, VGIT, AVDE, AVUS, AOR, GILD, AWK, AVUV.
- Started 33 new stock positions in RPM, KEYS, COR, DFAI, MNST, BIIB, TS, FLUT, IBIT, REGN.
- Reduced shares in these 10 stocks: , AMZN, INTC, NVO, MUB, ESGV, DELL, MGV, TEL, ESGD.
- Sold out of its positions in AFL, ELV, BBDO, CMG, CHT, CTSH, COIN, CIG, CPRT, EQH.
- BSW Wealth Partners was a net buyer of stock by $21M.
- BSW Wealth Partners has $803M in assets under management (AUM), dropping by 10.03%.
- Central Index Key (CIK): 0001512601
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Portfolio Holdings for BSW Wealth Partners
BSW Wealth Partners holds 324 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 16.1 | $129M | +3% | 193k | 669.30 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 6.4 | $51M | +4% | 648k | 78.90 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 5.2 | $42M | +4% | 383k | 108.70 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 4.0 | $33M | +8% | 541k | 60.03 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 4.0 | $32M | 641k | 50.07 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.9 | $32M | 48k | 666.18 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 3.5 | $28M | +10% | 347k | 80.17 |
|
| Apple (AAPL) | 3.1 | $25M | 97k | 254.63 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 2.0 | $16M | +3% | 218k | 75.11 |
|
| Ishares Core Msci Emkt (IEMG) | 2.0 | $16M | +4% | 241k | 65.92 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 1.9 | $15M | +10% | 236k | 64.38 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $13M | 71k | 186.58 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $12M | 138k | 87.31 |
|
|
| American Centy Etf Tr Emerging Mkt Val (AVES) | 1.4 | $12M | +3% | 200k | 57.37 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.4 | $11M | 154k | 72.77 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.2 | $9.4M | +7% | 94k | 99.53 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.1 | $8.8M | 146k | 59.92 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $8.6M | 26k | 328.16 |
|
|
| Microsoft Corporation (MSFT) | 1.0 | $8.0M | -2% | 16k | 517.94 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.9 | $7.6M | -7% | 64k | 118.44 |
|
| Ishares Tr National Mun Etf (MUB) | 0.9 | $7.4M | -7% | 69k | 106.49 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $7.2M | 12k | 612.36 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $7.1M | +2% | 29k | 243.55 |
|
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.9 | $6.8M | +7% | 30k | 226.87 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.7 | $5.9M | -8% | 43k | 137.74 |
|
| Amazon (AMZN) | 0.7 | $5.8M | -15% | 26k | 219.57 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $5.5M | -4% | 59k | 93.37 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.7 | $5.3M | -6% | 57k | 92.98 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $4.9M | 76k | 65.26 |
|
|
| Broadcom (AVGO) | 0.6 | $4.9M | 15k | 329.90 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $4.7M | -2% | 20k | 241.96 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $4.4M | -2% | 18k | 243.11 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.5 | $4.3M | 31k | 138.24 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.5 | $4.2M | 95k | 43.83 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $4.1M | NEW | 23k | 182.42 |
|
| Procter & Gamble Company (PG) | 0.5 | $4.1M | +2% | 27k | 153.65 |
|
| Meta Platforms Cl A (META) | 0.5 | $3.9M | +10% | 5.3k | 734.44 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $3.8M | 12k | 315.43 |
|
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.5 | $3.7M | -2% | 85k | 44.10 |
|
| Ishares Tr Esg Select Scre (XVV) | 0.4 | $3.3M | -9% | 64k | 51.52 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $2.8M | 9.9k | 279.28 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $2.7M | +3% | 3.6k | 762.99 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $2.6M | +18% | 19k | 137.80 |
|
| Linde SHS (LIN) | 0.3 | $2.6M | 5.5k | 475.01 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.6M | 5.1k | 502.74 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $2.6M | 47k | 54.18 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $2.5M | 109k | 23.28 |
|
|
| Abbvie (ABBV) | 0.3 | $2.5M | +11% | 11k | 231.54 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $2.5M | -3% | 8.8k | 281.86 |
|
| Oracle Corporation (ORCL) | 0.3 | $2.3M | -2% | 8.3k | 281.24 |
|
| Visa Com Cl A (V) | 0.3 | $2.3M | 6.8k | 341.37 |
|
|
| Coca-Cola Company (KO) | 0.3 | $2.2M | +16% | 33k | 66.32 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.2M | 3.6k | 600.30 |
|
|
| Dell Technologies CL C (DELL) | 0.3 | $2.2M | -21% | 15k | 141.77 |
|
| Pepsi (PEP) | 0.3 | $2.1M | 15k | 140.44 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $2.1M | -3% | 39k | 53.40 |
|
| Home Depot (HD) | 0.2 | $1.9M | +4% | 4.7k | 405.15 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.9M | 4.0k | 468.39 |
|
|
| Netflix (NFLX) | 0.2 | $1.8M | +22% | 1.5k | 1198.92 |
|
| Travelers Companies (TRV) | 0.2 | $1.8M | -3% | 6.4k | 279.21 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.7M | -3% | 66k | 25.71 |
|
| Abbott Laboratories (ABT) | 0.2 | $1.7M | 13k | 133.94 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.7M | +4% | 8.1k | 208.71 |
|
| Walt Disney Company (DIS) | 0.2 | $1.7M | 15k | 114.50 |
|
|
| Pfizer (PFE) | 0.2 | $1.6M | +3% | 64k | 25.48 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $1.6M | +4% | 12k | 133.90 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.5M | +6% | 2.6k | 568.77 |
|
| Merck & Co (MRK) | 0.2 | $1.5M | 18k | 83.93 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $1.5M | 9.1k | 161.80 |
|
|
| American Express Company (AXP) | 0.2 | $1.4M | +4% | 4.3k | 332.20 |
|
| Intuit (INTU) | 0.2 | $1.4M | +4% | 2.0k | 682.83 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.3M | 3.6k | 355.47 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $1.3M | +3% | 28k | 45.08 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.3M | 1.4k | 925.58 |
|
|
| Gilead Sciences (GILD) | 0.2 | $1.2M | +184% | 11k | 111.00 |
|
| Tesla Motors (TSLA) | 0.1 | $1.2M | 2.7k | 444.72 |
|
|
| Goldman Sachs (GS) | 0.1 | $1.2M | +4% | 1.5k | 796.28 |
|
| Wal-Mart Stores (WMT) | 0.1 | $1.2M | -2% | 12k | 103.06 |
|
| Caterpillar (CAT) | 0.1 | $1.2M | +3% | 2.5k | 477.08 |
|
| Union Pacific Corporation (UNP) | 0.1 | $1.2M | -8% | 5.0k | 236.38 |
|
| International Business Machines (IBM) | 0.1 | $1.2M | 4.2k | 282.13 |
|
|
| Intel Corporation (INTC) | 0.1 | $1.2M | -35% | 35k | 33.55 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.2M | 4.6k | 254.26 |
|
|
| Lumen Technologies (LUMN) | 0.1 | $1.1M | -13% | 185k | 6.12 |
|
| Automatic Data Processing (ADP) | 0.1 | $1.1M | 3.7k | 293.50 |
|
|
| At&t (T) | 0.1 | $1.1M | +3% | 39k | 28.24 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.1M | +4% | 6.3k | 170.86 |
|
| TJX Companies (TJX) | 0.1 | $1.1M | -9% | 7.4k | 144.54 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.1M | -3% | 9.4k | 112.75 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $1.1M | +24% | 5.9k | 178.15 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.0M | 5.1k | 203.59 |
|
|
| Booking Holdings (BKNG) | 0.1 | $1.0M | 191.00 | 5402.87 |
|
|
| Uber Technologies (UBER) | 0.1 | $1.0M | -5% | 10k | 97.97 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.0M | +3% | 1.0k | 968.07 |
|
| Johnson & Johnson (JNJ) | 0.1 | $1.0M | 5.4k | 185.43 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.0M | 3.3k | 307.86 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $996k | -4% | 3.3k | 297.59 |
|
| Lowe's Companies (LOW) | 0.1 | $978k | +50% | 3.9k | 251.32 |
|
| salesforce (CRM) | 0.1 | $967k | 4.1k | 237.01 |
|
|
| Qualcomm (QCOM) | 0.1 | $966k | 5.8k | 166.35 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $961k | +6% | 6.0k | 158.95 |
|
| Applied Materials (AMAT) | 0.1 | $959k | -3% | 4.7k | 204.76 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $946k | +68% | 8.7k | 108.95 |
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| Servicenow (NOW) | 0.1 | $935k | +2% | 1.0k | 920.28 |
|
| S&p Global (SPGI) | 0.1 | $929k | +4% | 1.9k | 486.69 |
|
| Ge Vernova (GEV) | 0.1 | $904k | +114% | 1.5k | 614.90 |
|
| Verizon Communications (VZ) | 0.1 | $895k | +3% | 20k | 43.95 |
|
| Icici Bank Adr (IBN) | 0.1 | $876k | +7% | 29k | 30.23 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $827k | -2% | 8.5k | 97.63 |
|
| Palo Alto Networks (PANW) | 0.1 | $826k | +69% | 4.1k | 203.62 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $818k | +3% | 28k | 28.79 |
|
| Citigroup Com New (C) | 0.1 | $817k | 8.0k | 101.50 |
|
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| Niagen Bioscience Com New (NAGE) | 0.1 | $793k | 85k | 9.33 |
|
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| Arista Networks Com Shs (ANET) | 0.1 | $791k | -3% | 5.4k | 145.72 |
|
| Wabtec Corporation (WAB) | 0.1 | $785k | -5% | 3.9k | 200.48 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $772k | +39% | 40k | 19.25 |
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| Chevron Corporation (CVX) | 0.1 | $759k | +7% | 4.9k | 155.28 |
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| Capital One Financial (COF) | 0.1 | $754k | +64% | 3.5k | 212.61 |
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| Grupo Cibest Sa Spon Ads (CIB) | 0.1 | $744k | 14k | 51.94 |
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| Dover Corporation (DOV) | 0.1 | $742k | -31% | 4.4k | 166.83 |
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| Nebius Group Shs Class A (NBIS) | 0.1 | $742k | 6.6k | 112.27 |
|
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $734k | 17k | 42.79 |
|
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $726k | 2.5k | 293.71 |
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| Philip Morris International (PM) | 0.1 | $721k | 4.4k | 162.19 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $718k | +5% | 5.6k | 128.34 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $717k | -2% | 3.3k | 215.82 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $715k | +81% | 1.6k | 447.20 |
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| Broadstone Net Lease (BNL) | 0.1 | $714k | 40k | 17.87 |
|
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $712k | 14k | 51.04 |
|
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| Cme (CME) | 0.1 | $711k | +8% | 2.6k | 270.20 |
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| PNC Financial Services (PNC) | 0.1 | $707k | +9% | 3.5k | 200.91 |
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| Amgen (AMGN) | 0.1 | $697k | 2.5k | 282.18 |
|
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| American Water Works (AWK) | 0.1 | $696k | NEW | 5.0k | 139.19 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $691k | 23k | 29.62 |
|
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| Metropcs Communications (TMUS) | 0.1 | $686k | -5% | 2.9k | 239.34 |
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| Quanta Services (PWR) | 0.1 | $675k | -6% | 1.6k | 414.43 |
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| Ball Corporation (BALL) | 0.1 | $669k | +8% | 13k | 50.42 |
|
| UnitedHealth (UNH) | 0.1 | $665k | -17% | 1.9k | 345.36 |
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| Matthews Intl Fds Emerging Markets (EMSF) | 0.1 | $663k | +26% | 23k | 29.25 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $662k | 1.1k | 596.03 |
|
|
| Doordash Cl A (DASH) | 0.1 | $645k | +17% | 2.4k | 271.99 |
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| Kla Corp Com New (KLAC) | 0.1 | $643k | +58% | 596.00 | 1078.65 |
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| Allstate Corporation (ALL) | 0.1 | $637k | 3.0k | 214.62 |
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| Sterling Construction Company (STRL) | 0.1 | $635k | 1.9k | 339.68 |
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| Enterprise Products Partners (EPD) | 0.1 | $634k | 20k | 31.27 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $630k | 1.3k | 479.60 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $618k | 1.3k | 484.90 |
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| Stryker Corporation (SYK) | 0.1 | $615k | 1.7k | 369.78 |
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| Reliance Steel & Aluminum (RS) | 0.1 | $614k | 2.2k | 280.89 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $610k | +14% | 5.6k | 109.95 |
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| Cisco Systems (CSCO) | 0.1 | $606k | +8% | 8.9k | 68.42 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $600k | +9% | 54k | 11.09 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $597k | +15% | 6.3k | 95.46 |
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| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $588k | +4% | 81k | 7.27 |
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| Relx Sponsored Adr (RELX) | 0.1 | $582k | +43% | 12k | 47.76 |
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| SYSCO Corporation (SYY) | 0.1 | $567k | +6% | 6.9k | 82.34 |
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| Honeywell International (HON) | 0.1 | $566k | 2.7k | 210.53 |
|
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $564k | -37% | 2.3k | 246.64 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $562k | 4.7k | 119.51 |
|
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| Xylem (XYL) | 0.1 | $560k | NEW | 3.8k | 147.52 |
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| Woori Finl Group Sponsored Ads (WF) | 0.1 | $559k | +12% | 10k | 56.15 |
|
| W.W. Grainger (GWW) | 0.1 | $558k | -17% | 585.00 | 953.23 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.1 | $551k | +27% | 209k | 2.63 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $547k | +8% | 3.5k | 157.56 |
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| Moody's Corporation (MCO) | 0.1 | $544k | +4% | 1.1k | 476.60 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $543k | 4.6k | 118.83 |
|
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| Autodesk (ADSK) | 0.1 | $539k | -7% | 1.7k | 317.67 |
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| Synopsys (SNPS) | 0.1 | $539k | +17% | 1.1k | 493.39 |
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| Digitalocean Hldgs (DOCN) | 0.1 | $535k | +5% | 16k | 34.16 |
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| Chubb (CB) | 0.1 | $526k | 1.9k | 282.25 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $514k | 1.4k | 365.48 |
|
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| Bristol Myers Squibb (BMY) | 0.1 | $509k | +56% | 11k | 45.10 |
|
| Progressive Corporation (PGR) | 0.1 | $505k | 2.0k | 246.97 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $505k | 2.4k | 209.34 |
|
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| MercadoLibre (MELI) | 0.1 | $500k | 214.00 | 2336.94 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $496k | -41% | 7.0k | 70.98 |
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| Microvision Inc Del Com New (MVIS) | 0.1 | $496k | 400k | 1.24 |
|
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| Hca Holdings (HCA) | 0.1 | $489k | 1.1k | 426.21 |
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| GSK Sponsored Adr (GSK) | 0.1 | $484k | NEW | 11k | 43.16 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $481k | 3.4k | 140.03 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $478k | 3.4k | 140.95 |
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|
| Us Bancorp Del Com New (USB) | 0.1 | $478k | +28% | 9.9k | 48.33 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $469k | 2.5k | 189.73 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $465k | 932.00 | 499.21 |
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| eBay (EBAY) | 0.1 | $461k | +80% | 5.1k | 90.95 |
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| Smucker J M Com New (SJM) | 0.1 | $461k | NEW | 4.2k | 108.59 |
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| Telefonica Brasil Sa Sponsored Ads (VIV) | 0.1 | $459k | +48% | 36k | 12.75 |
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| Illinois Tool Works (ITW) | 0.1 | $458k | +25% | 1.8k | 260.78 |
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| Infosys Sponsored Adr (INFY) | 0.1 | $450k | +9% | 28k | 16.27 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $450k | +4% | 15k | 30.80 |
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| Ge Aerospace Com New (GE) | 0.1 | $448k | 1.5k | 300.83 |
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| Cintas Corporation (CTAS) | 0.1 | $442k | -7% | 2.2k | 205.29 |
|
| Micron Technology (MU) | 0.1 | $442k | -13% | 2.6k | 167.35 |
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| Truist Financial Corp equities (TFC) | 0.1 | $440k | -9% | 9.6k | 45.72 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $436k | -3% | 2.6k | 167.34 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.1 | $428k | 9.6k | 44.48 |
|
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| Trane Technologies SHS (TT) | 0.1 | $427k | +18% | 1.0k | 421.76 |
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| Fiserv (FI) | 0.1 | $427k | -6% | 3.3k | 128.93 |
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| Prologis (PLD) | 0.1 | $426k | 3.7k | 114.51 |
|
|
| Garmin SHS (GRMN) | 0.1 | $425k | +2% | 1.7k | 246.25 |
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| Deere & Company (DE) | 0.1 | $420k | -36% | 918.00 | 457.10 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $407k | 16k | 26.34 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $403k | 1.3k | 303.78 |
|
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| Ptc (PTC) | 0.0 | $400k | +41% | 2.0k | 203.02 |
|
| Fastenal Company (FAST) | 0.0 | $394k | +42% | 8.0k | 49.04 |
|
| American Centy Etf Tr Avantis Emerging (AVXC) | 0.0 | $394k | 6.6k | 59.93 |
|
|
| Simon Property (SPG) | 0.0 | $392k | +32% | 2.1k | 187.63 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $392k | +22% | 2.2k | 178.73 |
|
| RPM International (RPM) | 0.0 | $392k | NEW | 3.3k | 117.89 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $386k | -13% | 3.0k | 128.23 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $385k | NEW | 684.00 | 562.27 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $381k | +4% | 8.1k | 47.20 |
|
| Paccar (PCAR) | 0.0 | $380k | -14% | 3.9k | 98.32 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $377k | +70% | 540.00 | 698.00 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $375k | +28% | 4.1k | 91.43 |
|
| Intercontinental Exchange (ICE) | 0.0 | $375k | +4% | 2.2k | 168.49 |
|
| Cadence Design Systems (CDNS) | 0.0 | $374k | -5% | 1.1k | 351.26 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $373k | +38% | 49k | 7.58 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $370k | -2% | 11k | 33.37 |
|
| Kb Finl Group Sponsored Adr (KB) | 0.0 | $366k | +22% | 4.4k | 82.90 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $365k | 2.5k | 145.65 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $365k | NEW | 3.3k | 111.23 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $365k | +8% | 1.5k | 238.20 |
|
| Live Nation Entertainment (LYV) | 0.0 | $361k | -17% | 2.2k | 163.40 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $358k | -4% | 5.3k | 67.51 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $356k | -4% | 779.00 | 457.30 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $352k | 6.5k | 54.09 |
|
|
| Take-Two Interactive Software (TTWO) | 0.0 | $351k | +15% | 1.4k | 258.36 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $351k | 2.8k | 125.86 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $349k | 10k | 34.46 |
|
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $348k | +23% | 1.5k | 224.57 |
|
| Becton, Dickinson and (BDX) | 0.0 | $341k | NEW | 1.8k | 187.17 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $339k | 7.6k | 44.58 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $339k | -6% | 1.3k | 267.25 |
|
| American Intl Group Com New (AIG) | 0.0 | $337k | -28% | 4.3k | 78.53 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $331k | +35% | 13k | 25.51 |
|
| Altria (MO) | 0.0 | $327k | 4.9k | 66.05 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $326k | -34% | 5.5k | 59.28 |
|
| F.N.B. Corporation (FNB) | 0.0 | $325k | 20k | 16.11 |
|
|
| Realty Income (O) | 0.0 | $323k | NEW | 5.3k | 60.79 |
|
| Hubbell (HUBB) | 0.0 | $321k | +16% | 747.00 | 430.09 |
|
| United Rentals (URI) | 0.0 | $320k | -36% | 335.00 | 954.67 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $319k | 4.3k | 73.47 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $319k | -19% | 4.0k | 79.95 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $317k | 424.00 | 746.63 |
|
|
| Rockwell Automation (ROK) | 0.0 | $316k | +22% | 905.00 | 349.66 |
|
| Verisk Analytics (VRSK) | 0.0 | $316k | -2% | 1.3k | 251.60 |
|
| Kt Corp Sponsored Adr (KT) | 0.0 | $313k | -9% | 16k | 19.50 |
|
| Keysight Technologies (KEYS) | 0.0 | $311k | NEW | 1.8k | 174.92 |
|
| Paychex (PAYX) | 0.0 | $307k | +10% | 2.4k | 126.73 |
|
| Carrier Global Corporation (CARR) | 0.0 | $304k | -30% | 5.1k | 59.70 |
|
| Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC) | 0.0 | $301k | NEW | 4.7k | 63.49 |
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.0 | $301k | 8.3k | 36.33 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $294k | +20% | 1.7k | 172.90 |
|
| Wells Fargo & Company (WFC) | 0.0 | $292k | +12% | 3.5k | 83.81 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $291k | -13% | 5.4k | 53.87 |
|
| Valmont Industries (VMI) | 0.0 | $291k | 750.00 | 387.73 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $285k | +58% | 63k | 4.54 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $285k | NEW | 20k | 14.64 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $285k | -20% | 1.9k | 148.61 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $283k | -59% | 1.3k | 219.57 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $281k | +2% | 10k | 27.90 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $281k | +11% | 1.2k | 235.03 |
|
| Biogen Idec (BIIB) | 0.0 | $279k | NEW | 2.0k | 140.08 |
|
| Flexshares Tr Stox Gbl Esg Slt (ESGG) | 0.0 | $278k | 1.4k | 197.41 |
|
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $277k | +12% | 8.1k | 34.16 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $276k | 2.3k | 119.92 |
|
|
| Tenaris S A Sponsored Ads (TS) | 0.0 | $275k | NEW | 7.7k | 35.77 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $272k | NEW | 4.2k | 65.00 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $269k | 5.4k | 49.95 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $268k | -9% | 546.00 | 490.38 |
|
| Eaton Corp SHS (ETN) | 0.0 | $262k | +5% | 699.00 | 374.28 |
|
| Bank of America Corporation (BAC) | 0.0 | $259k | +4% | 5.0k | 51.59 |
|
| Coupang Cl A (CPNG) | 0.0 | $258k | 8.0k | 32.20 |
|
|
| Equinix (EQIX) | 0.0 | $258k | -26% | 329.00 | 783.82 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $257k | -4% | 1.2k | 206.91 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $257k | -14% | 15k | 16.74 |
|
| Monster Beverage Corp (MNST) | 0.0 | $253k | NEW | 3.8k | 67.31 |
|
| Nextera Energy (NEE) | 0.0 | $251k | 3.3k | 75.50 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $250k | NEW | 1.1k | 227.73 |
|
| Danaher Corporation (DHR) | 0.0 | $248k | -21% | 1.2k | 198.26 |
|
| Vulcan Materials Company (VMC) | 0.0 | $245k | NEW | 796.00 | 307.53 |
|
| Prudential Financial (PRU) | 0.0 | $243k | -6% | 2.3k | 103.74 |
|
| Waste Connections (WCN) | 0.0 | $242k | +2% | 1.4k | 175.80 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $240k | -7% | 2.5k | 95.14 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $237k | +4% | 2.4k | 99.81 |
|
| Snap-on Incorporated (SNA) | 0.0 | $237k | NEW | 683.00 | 346.55 |
|
| Lg Display Spons Adr Rep (LPL) | 0.0 | $236k | +154% | 45k | 5.22 |
|
| Gartner (IT) | 0.0 | $232k | NEW | 884.00 | 262.87 |
|
| Cummins (CMI) | 0.0 | $230k | NEW | 544.00 | 422.48 |
|
| General Dynamics Corporation (GD) | 0.0 | $227k | NEW | 666.00 | 341.00 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $227k | -9% | 1.7k | 134.68 |
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.0 | $227k | 771.00 | 294.15 |
|
|
| Ecolab (ECL) | 0.0 | $226k | -13% | 826.00 | 273.92 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $226k | -51% | 641.00 | 352.75 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $226k | 3.2k | 71.38 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $225k | 2.3k | 97.83 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $225k | 3.3k | 68.46 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $223k | -36% | 3.6k | 62.48 |
|
| Columbia Banking System (COLB) | 0.0 | $221k | 8.6k | 25.74 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $220k | 8.1k | 27.30 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $217k | NEW | 1.4k | 150.87 |
|
| Cigna Corp (CI) | 0.0 | $215k | NEW | 745.00 | 288.25 |
|
| Flutter Entmt SHS (FLUT) | 0.0 | $213k | NEW | 840.00 | 254.00 |
|
| Medtronic SHS (MDT) | 0.0 | $212k | -15% | 2.2k | 95.24 |
|
| Blackrock (BLK) | 0.0 | $211k | -12% | 181.00 | 1166.24 |
|
| MetLife (MET) | 0.0 | $211k | -3% | 2.6k | 82.38 |
|
| Strategy Cl A New (MSTR) | 0.0 | $210k | NEW | 652.00 | 322.21 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $210k | NEW | 5.8k | 36.35 |
|
| American Tower Reit (AMT) | 0.0 | $207k | -42% | 1.1k | 192.32 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $207k | NEW | 2.3k | 88.45 |
|
| ConAgra Foods (CAG) | 0.0 | $207k | -18% | 11k | 18.31 |
|
| AmerisourceBergen (COR) | 0.0 | $205k | NEW | 656.00 | 312.54 |
|
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $203k | NEW | 1.5k | 131.77 |
|
| Dupont De Nemours (DD) | 0.0 | $202k | -40% | 2.6k | 77.90 |
|
| Hershey Company (HSY) | 0.0 | $202k | -30% | 1.1k | 187.05 |
|
| U Haul Holding Company Com Ser N (UHAL.B) | 0.0 | $201k | NEW | 4.0k | 50.90 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $201k | -12% | 1.8k | 113.85 |
|
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $159k | -29% | 51k | 3.10 |
|
| Banco Santander Adr (SAN) | 0.0 | $117k | -54% | 11k | 10.48 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $106k | +225% | 48k | 2.23 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $83k | -13% | 17k | 4.81 |
|
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $74k | -6% | 15k | 5.08 |
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $61k | NEW | 10k | 6.02 |
|
Past Filings by BSW Wealth Partners
SEC 13F filings are viewable for BSW Wealth Partners going back to 2010
- BSW Wealth Partners 2025 Q3 filed Oct. 15, 2025
- BSW Wealth Partners 2025 Q2 filed July 18, 2025
- BSW Wealth Partners 2025 Q1 filed April 24, 2025
- 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