BSW Wealth Partners

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

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Positions held by BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for BSW Wealth Partners

BSW Wealth Partners holds 274 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 15.0 $76M +2% 158k 477.63
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 7.1 $36M -3% 703k 51.05
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Vanguard World Mega Cap Val Etf (MGV) 6.4 $32M -2% 293k 109.37
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Ishares Tr Core Msci Eafe (IEFA) 4.9 $25M 353k 70.35
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.5 $23M 48k 475.31
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 4.1 $21M +4% 345k 59.32
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Apple (AAPL) 3.8 $19M 99k 192.53
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Ishares Tr Core S&p Mcp Etf (IJH) 2.8 $14M 50k 277.15
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Ishares Tr Russell 2000 Etf (IWM) 2.4 $12M 60k 200.71
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Ishares Core Msci Emkt (IEMG) 2.1 $11M +2% 211k 50.58
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Ishares Tr Grwt Allocat Etf (AOR) 1.6 $8.1M +16% 152k 53.19
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Ishares Tr Msci Eafe Etf (EFA) 1.3 $6.8M -2% 90k 75.35
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Ishares Tr Esg Aw Msci Eafe (ESGD) 1.3 $6.8M -3% 89k 75.54
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Vanguard World Esg Us Stk Etf (ESGV) 1.3 $6.7M +6% 79k 85.06
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Microsoft Corporation (MSFT) 1.3 $6.3M -6% 17k 376.03
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 1.2 $6.1M 170k 35.91
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Ishares Gold Tr Ishares New (IAU) 1.2 $6.0M -4% 155k 39.03
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $4.9M -18% 11k 436.80
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.9 $4.6M 117k 39.10
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Procter & Gamble Company (PG) 0.8 $4.1M -6% 28k 146.54
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Ishares Tr Esg Scrnd S&p500 (XVV) 0.8 $4.1M 112k 36.39
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $4.1M 85k 47.90
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Amazon (AMZN) 0.8 $4.0M 27k 151.94
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Ishares Tr Msci Lw Crb Tg (CRBN) 0.8 $3.9M 24k 165.48
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NVIDIA Corporation (NVDA) 0.7 $3.6M +3% 7.2k 495.21
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Alphabet Cap Stk Cl C (GOOG) 0.7 $3.4M -4% 25k 140.93
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Ishares Tr Msci Acwi Etf (ACWI) 0.6 $3.2M 31k 101.77
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $2.9M 78k 36.96
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $2.7M -4% 65k 41.10
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Pepsi (PEP) 0.5 $2.7M 16k 169.84
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $2.6M +2% 11k 237.21
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $2.6M +7% 64k 40.21
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.5 $2.5M NEW 22k 117.13
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $2.5M 18k 139.69
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Linde SHS (LIN) 0.4 $2.1M 5.2k 410.71
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JPMorgan Chase & Co. (JPM) 0.4 $1.9M -5% 11k 170.11
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Eli Lilly & Co. (LLY) 0.4 $1.8M 3.2k 582.89
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Coca-Cola Company (KO) 0.4 $1.8M 30k 58.93
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $1.8M 32k 55.67
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Merck & Co (MRK) 0.3 $1.6M 15k 109.02
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Meta Platforms Cl A (META) 0.3 $1.6M +3% 4.4k 353.96
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.6M 4.4k 356.66
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Ishares Tr International Sl (ISCF) 0.3 $1.5M -11% 47k 32.13
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Broadcom (AVGO) 0.3 $1.5M 1.3k 1116.15
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Intel Corporation (INTC) 0.3 $1.5M 30k 50.25
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Pfizer (PFE) 0.3 $1.5M -6% 51k 28.79
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Abbvie (ABBV) 0.3 $1.4M 9.2k 154.97
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Home Depot (HD) 0.3 $1.4M +2% 4.1k 346.59
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Accenture Plc Ireland Shs Class A (ACN) 0.3 $1.4M +3% 3.9k 350.95
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $1.4M -5% 5.7k 241.77
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Digitalocean Hldgs (DOCN) 0.3 $1.3M -3% 36k 36.69
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Visa Com Cl A (V) 0.3 $1.3M 4.9k 260.37
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Dell Technologies CL C (DELL) 0.3 $1.3M 17k 76.50
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International Business Machines (IBM) 0.3 $1.3M 7.7k 163.55
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Abbott Laboratories (ABT) 0.2 $1.3M 11k 110.07
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Walt Disney Company (DIS) 0.2 $1.2M -3% 14k 90.29
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Travelers Companies (TRV) 0.2 $1.2M +3% 6.2k 190.49
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $1.2M -26% 35k 34.01
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.2 $1.1M NEW 14k 81.55
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Intuit (INTU) 0.2 $1.1M 1.8k 625.07
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.1M 2.7k 409.47
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Ishares Tr Core Msci Intl (IDEV) 0.2 $1.1M +328% 18k 63.66
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $1.1M +6% 11k 102.88
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McDonald's Corporation (MCD) 0.2 $1.1M +2% 3.7k 296.49
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $1.1M NEW 18k 60.43
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.1M -2% 5.1k 213.35
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Exxon Mobil Corporation (XOM) 0.2 $1.1M +11% 11k 99.98
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Johnson & Johnson (JNJ) 0.2 $1.1M -4% 6.9k 156.75
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UnitedHealth (UNH) 0.2 $1.1M +2% 2.0k 526.41
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Oracle Corporation (ORCL) 0.2 $1.0M +3% 9.9k 105.43
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Novo-nordisk A S Adr (NVO) 0.2 $1.0M 9.7k 103.45
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Union Pacific Corporation (UNP) 0.2 $980k 4.0k 245.62
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $951k 3.1k 303.15
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Costco Wholesale Corporation (COST) 0.2 $944k +8% 1.4k 660.13
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Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.2 $888k NEW 33k 26.95
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Automatic Data Processing (ADP) 0.2 $879k -4% 3.8k 232.99
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $856k +4% 8.2k 104.00
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W.W. Grainger (GWW) 0.2 $855k 1.0k 828.81
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Adobe Systems Incorporated (ADBE) 0.2 $854k +6% 1.4k 596.60
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Tesla Motors (TSLA) 0.2 $849k 3.4k 248.48
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Novartis Sponsored Adr (NVS) 0.2 $845k +21% 8.4k 100.96
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salesforce (CRM) 0.2 $823k +2% 3.1k 263.14
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Agilent Technologies Inc C ommon (A) 0.2 $822k +2% 5.9k 139.02
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Amgen (AMGN) 0.2 $817k 2.8k 288.06
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Qualcomm (QCOM) 0.2 $814k +4% 5.6k 144.62
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Mastercard Incorporated Cl A (MA) 0.2 $814k -3% 1.9k 426.58
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $791k NEW 14k 56.39
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Medtronic SHS (MDT) 0.2 $780k +7% 9.5k 82.38
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Danaher Corporation (DHR) 0.2 $759k 3.3k 231.36
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Dover Corporation (DOV) 0.1 $749k 4.9k 153.81
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Ball Corporation (BALL) 0.1 $739k -43% 13k 57.52
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $738k -4% 30k 24.79
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $737k +15% 4.1k 179.97
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $716k -6% 946.00 757.22
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $709k 3.3k 218.15
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $706k +28% 4.1k 170.38
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Booking Holdings (BKNG) 0.1 $670k 189.00 3547.22
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Thermo Fisher Scientific (TMO) 0.1 $654k 1.2k 530.95
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Applied Materials (AMAT) 0.1 $653k 4.0k 162.08
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $643k -26% 2.8k 232.65
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Bank of New York Mellon Corporation (BK) 0.1 $634k +4% 12k 52.05
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $631k 3.8k 165.25
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Verizon Communications (VZ) 0.1 $619k +5% 16k 37.70
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American Express Company (AXP) 0.1 $615k 3.3k 187.35
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Spdr Gold Tr Gold Shs (GLD) 0.1 $600k 3.1k 191.17
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Walker & Dunlop (WD) 0.1 $596k 5.4k 111.01
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Lam Research Corporation (LRCX) 0.1 $594k 758.00 783.26
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Netflix (NFLX) 0.1 $588k 1.2k 486.88
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Blackstone Group Inc Com Cl A (BX) 0.1 $586k 4.5k 130.92
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $558k 9.9k 56.40
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Ishares Esg Awr Msci Em (ESGE) 0.1 $547k -10% 17k 32.06
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Honeywell International (HON) 0.1 $545k 2.6k 209.67
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Icici Bank Adr (IBN) 0.1 $542k +13% 23k 23.84
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Chevron Corporation (CVX) 0.1 $540k 3.6k 149.15
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Illinois Tool Works (ITW) 0.1 $540k +2% 2.1k 261.95
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Deere & Company (DE) 0.1 $535k -4% 1.3k 399.84
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TJX Companies (TJX) 0.1 $528k 5.6k 93.82
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Prudential Financial (PRU) 0.1 $526k 5.1k 103.71
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Servicenow (NOW) 0.1 $515k +7% 729.00 706.49
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Ase Technology Hldg Sponsored Ads (ASX) 0.1 $513k +4% 55k 9.41
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Goldman Sachs (GS) 0.1 $513k -2% 1.3k 385.68
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Morgan Stanley Com New (MS) 0.1 $505k -3% 5.4k 93.25
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PNC Financial Services (PNC) 0.1 $504k 3.3k 154.83
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Uber Technologies (UBER) 0.1 $501k 8.1k 61.57
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Ingersoll Rand (IR) 0.1 $498k 6.4k 77.34
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Synopsys (SNPS) 0.1 $491k 954.00 514.91
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Enterprise Products Partners (EPD) 0.1 $481k 18k 26.35
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Wal-Mart Stores (WMT) 0.1 $479k 3.0k 157.67
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Sterling Construction Company (STRL) 0.1 $472k 5.4k 87.93
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Ishares Tr Esg Aware Msci (ESML) 0.1 $472k -15% 12k 38.01
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Sony Group Corp Sponsored Adr (SONY) 0.1 $460k -21% 4.9k 94.68
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Bristol Myers Squibb (BMY) 0.1 $457k +18% 8.9k 51.31
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Truist Financial Corp equities (TFC) 0.1 $451k +2% 12k 36.92
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Wipro Spon Adr 1 Sh (WIT) 0.1 $445k +4% 80k 5.57
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At&t (T) 0.1 $445k 27k 16.78
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Cadence Design Systems (CDNS) 0.1 $442k +2% 1.6k 272.37
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Prologis (PLD) 0.1 $442k +10% 3.3k 133.30
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $440k +10% 4.2k 105.24
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Gilead Sciences (GILD) 0.1 $437k -7% 5.4k 81.01
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Mondelez Intl Cl A (MDLZ) 0.1 $435k -27% 6.0k 72.42
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Boston Scientific Corporation (BSX) 0.1 $428k +2% 7.4k 57.81
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Bancolombia S A Spon Adr Pref (CIB) 0.1 $419k +4% 14k 30.77
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Allstate Corporation (ALL) 0.1 $415k 3.0k 139.96
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $414k NEW 4.6k 89.80
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Target Corporation (TGT) 0.1 $409k +4% 2.9k 142.40
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Nike CL B (NKE) 0.1 $408k +4% 3.8k 108.56
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Hdfc Bank Sponsored Ads (HDB) 0.1 $401k +16% 6.0k 67.11
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Microvision Inc Del Com New (MVIS) 0.1 $399k 150k 2.66
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Colgate-Palmolive Company (CL) 0.1 $395k +12% 5.0k 79.72
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $393k -25% 3.6k 108.25
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Chubb (CB) 0.1 $392k +9% 1.7k 226.00
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Citigroup Com New (C) 0.1 $390k 7.6k 51.44
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $388k 3.9k 99.25
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Lowe's Companies (LOW) 0.1 $387k 1.7k 222.50
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MercadoLibre (MELI) 0.1 $382k 243.00 1571.54
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Zoetis Cl A (ZTS) 0.1 $380k 1.9k 197.37
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Constellation Brands Cl A (STZ) 0.1 $379k -7% 1.6k 241.76
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BP Sponsored Adr (BP) 0.1 $378k 11k 35.40
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Philip Morris International (PM) 0.1 $373k 4.0k 94.07
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American Tower Reit (AMT) 0.1 $373k +13% 1.7k 215.89
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Equinix (EQIX) 0.1 $372k 462.00 806.14
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American Intl Group Com New (AIG) 0.1 $370k +3% 5.5k 67.74
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $369k 1.4k 262.26
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Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) 0.1 $368k +2% 3.9k 94.64
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Quanta Services (PWR) 0.1 $366k 1.7k 215.80
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Hershey Company (HSY) 0.1 $366k +44% 2.0k 186.41
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Fiserv (FI) 0.1 $365k +6% 2.7k 132.84
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Ishares Tr National Mun Etf (MUB) 0.1 $364k -71% 3.4k 108.39
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Sprott Physical Gold Tr Unit (PHYS) 0.1 $360k 23k 15.93
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Piedmont Office Realty Tr In Com Cl A (PDM) 0.1 $356k 50k 7.11
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Dupont De Nemours (DD) 0.1 $355k -2% 4.6k 76.93
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RPM International (RPM) 0.1 $352k 3.2k 111.62
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Reliance Steel & Aluminum (RS) 0.1 $352k -5% 1.3k 279.77
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Cigna Corp (CI) 0.1 $346k +9% 1.2k 299.49
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Ryerson Tull (RYI) 0.1 $342k 9.9k 34.68
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Copart (CPRT) 0.1 $342k +4% 7.0k 49.00
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Fidelity Covington Trust Enhanced Large 0.1 $340k NEW 13k 26.58
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Caterpillar (CAT) 0.1 $340k -4% 1.1k 295.55
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Carrier Global Corporation (CARR) 0.1 $340k -3% 5.9k 57.45
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $337k 665.00 507.38
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Cbre Group Cl A (CBRE) 0.1 $333k 3.6k 93.09
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Metropcs Communications (TMUS) 0.1 $333k +9% 2.1k 160.36
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Wabtec Corporation (WAB) 0.1 $332k 2.6k 126.90
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M/I Homes (MHO) 0.1 $331k 2.4k 137.74
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Check Point Software Tech Lt Ord (CHKP) 0.1 $330k +3% 2.2k 152.79
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Nxp Semiconductors N V (NXPI) 0.1 $328k +8% 1.4k 229.68
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General Electric Com New (GE) 0.1 $328k 2.6k 127.63
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Vanguard World Fds Energy Etf (VDE) 0.1 $327k 2.8k 117.28
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Hca Holdings (HCA) 0.1 $327k +6% 1.2k 270.68
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Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.1 $325k +33% 11k 30.78
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Charles Schwab Corporation (SCHW) 0.1 $324k +10% 4.7k 68.79
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Relx Sponsored Adr (RELX) 0.1 $324k +8% 8.2k 39.66
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General Mills (GIS) 0.1 $324k 5.0k 65.15
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Nextera Energy (NEE) 0.1 $323k -7% 5.3k 60.74
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Cisco Systems (CSCO) 0.1 $322k -12% 6.4k 50.52
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $321k 6.8k 47.24
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Unilever Spon Adr New (UL) 0.1 $320k NEW 6.6k 48.48
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Keurig Dr Pepper (KDP) 0.1 $317k +9% 9.5k 33.32
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Ferguson SHS (FERG) 0.1 $310k 1.6k 193.08
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Moody's Corporation (MCO) 0.1 $308k 789.00 390.79
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Zevia Pbc Cl A (ZVIA) 0.1 $308k 153k 2.01
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Sherwin-Williams Company (SHW) 0.1 $308k -19% 987.00 312.02
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Us Bancorp Del Com New (USB) 0.1 $303k -12% 7.0k 43.28
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Corteva (CTVA) 0.1 $297k -48% 6.2k 47.92
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Honda Motor Adr Ech Cnv In 3 (HMC) 0.1 $297k NEW 9.6k 30.91
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Crown Castle Intl (CCI) 0.1 $296k 2.6k 115.19
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Hf Sinclair Corp (DINO) 0.1 $295k 5.3k 55.57
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Anthem (ELV) 0.1 $289k +17% 613.00 471.33
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Workday Cl A (WDAY) 0.1 $286k 1.0k 276.06
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SYSCO Corporation (SYY) 0.1 $283k +2% 3.9k 73.14
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Stryker Corporation (SYK) 0.1 $281k +4% 938.00 299.60
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Gartner (IT) 0.1 $278k +3% 617.00 451.11
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United Rentals (URI) 0.1 $278k 485.00 573.42
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F.N.B. Corporation (FNB) 0.1 $277k 20k 13.77
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Fmc Corp Com New (FMC) 0.1 $276k NEW 4.4k 63.05
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Progressive Corporation (PGR) 0.1 $275k +4% 1.7k 159.29
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HSBC HLDGS Spon Adr New (HSBC) 0.1 $273k NEW 6.7k 40.54
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Select Sector Spdr Tr Financial (XLF) 0.1 $270k NEW 7.2k 37.60
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Verisk Analytics (VRSK) 0.1 $270k 1.1k 238.84
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MetLife (MET) 0.1 $266k 4.0k 66.13
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Ishares Tr TRS FLT RT BD (TFLO) 0.1 $262k 5.2k 50.47
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Infosys Sponsored Adr (INFY) 0.1 $260k +39% 14k 18.38
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Johnson Ctls Intl SHS (JCI) 0.1 $259k +4% 4.5k 57.64
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S&p Global (SPGI) 0.1 $256k NEW 582.00 440.63
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Woori Finl Group Sponsored Ads (WF) 0.1 $255k NEW 8.4k 30.22
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Cme (CME) 0.0 $252k +2% 1.2k 210.63
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Hewlett Packard Enterprise (HPE) 0.0 $252k 15k 16.98
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American Centy Etf Tr Emerging Mkt Val (AVES) 0.0 $250k NEW 5.4k 45.97
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Steel Dynamics (STLD) 0.0 $250k NEW 2.1k 118.09
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Arista Networks (ANET) 0.0 $248k NEW 1.1k 235.51
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P T Telekomunikasi Indonesia Sponsored Adr (TLK) 0.0 $247k NEW 9.6k 25.76
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Takeda Pharmaceutical Sponsored Ads (TAK) 0.0 $247k 17k 14.27
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Intuitive Surgical Com New (ISRG) 0.0 $246k NEW 729.00 337.36
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Nomura Hldgs Sponsored Adr (NMR) 0.0 $244k +30% 54k 4.51
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GSK Sponsored Adr (GSK) 0.0 $239k NEW 6.5k 37.06
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Pentair SHS (PNR) 0.0 $239k -4% 3.3k 72.70
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Paccar (PCAR) 0.0 $235k NEW 2.4k 97.64
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CVS Caremark Corporation (CVS) 0.0 $235k 3.0k 78.95
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Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) 0.0 $235k NEW 4.3k 54.67
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Analog Devices (ADI) 0.0 $235k 1.2k 198.56
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Vanguard Index Fds Value Etf (VTV) 0.0 $233k 1.6k 149.50
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Diageo Spon Adr New (DEO) 0.0 $230k -22% 1.6k 145.67
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Taylor Morrison Hom (TMHC) 0.0 $228k NEW 4.3k 53.35
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Lloyds Banking Group Sponsored Adr (LYG) 0.0 $228k +13% 95k 2.39
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Becton, Dickinson and (BDX) 0.0 $227k -23% 929.00 243.96
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Columbia Banking System (COLB) 0.0 $227k -26% 8.5k 26.68
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Motorola Solutions Com New (MSI) 0.0 $226k NEW 722.00 313.09
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U Haul Holding Company Com Ser N (UHAL.B) 0.0 $224k NEW 3.2k 70.44
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Coupang Cl A (CPNG) 0.0 $221k -6% 14k 16.19
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United Microelectronics Corp Spon Adr New (UMC) 0.0 $217k +50% 26k 8.46
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Select Sector Spdr Tr Indl (XLI) 0.0 $215k NEW 1.9k 113.99
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Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.0 $214k 9.4k 22.77
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Autodesk (ADSK) 0.0 $214k NEW 878.00 243.48
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CSX Corporation (CSX) 0.0 $212k NEW 6.1k 34.67
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Flexshares Tr Stox Gbl Esg Slt (ESGG) 0.0 $210k NEW 1.4k 149.53
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Kt Corp Sponsored Adr (KT) 0.0 $209k +16% 16k 13.44
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Otis Worldwide Corp (OTIS) 0.0 $206k NEW 2.3k 89.48
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Vanguard World Fds Inf Tech Etf (VGT) 0.0 $205k NEW 424.00 484.00
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Smucker J M Com New (SJM) 0.0 $204k NEW 1.6k 126.38
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Cognizant Technology Solutio Cl A (CTSH) 0.0 $204k NEW 2.7k 75.53
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Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $203k NEW 5.8k 34.77
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Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $203k +6% 22k 9.11
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Marsh & McLennan Companies (MMC) 0.0 $202k 1.1k 189.47
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V.F. Corporation (VFC) 0.0 $197k 11k 18.80
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Telefonica Brasil Sa New Adr (VIV) 0.0 $196k +6% 18k 10.94
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Telefonica S A Sponsored Adr (TEF) 0.0 $164k +32% 42k 3.90
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Compania Cervecerias Unidas Sponsored Adr (CCU) 0.0 $153k +6% 12k 12.54
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Banco Bradesco S A Sp Adr Pfd New (BBD) 0.0 $149k 43k 3.50
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Sibanye Stillwater Sponsored Adr (SBSW) 0.0 $114k -52% 21k 5.43
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Banco Santander Adr (SAN) 0.0 $86k 21k 4.14
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Nokia Corp Sponsored Adr (NOK) 0.0 $75k NEW 22k 3.42
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Banco Bradesco S A Sponsored Adr (BBDO) 0.0 $70k -3% 22k 3.18
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Freyr Battery SHS 0.0 $34k NEW 18k 1.87
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Soundhound Ai Class A Com (SOUN) 0.0 $27k 13k 2.12
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Past Filings by BSW Wealth Partners

SEC 13F filings are viewable for BSW Wealth Partners going back to 2010

View all past filings