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 33.73% of BSW Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: AAPL, CRBN, VTEB, AMZN, SAP, MSFT, EQIX, SKM, SCHD, WDC.
- Started 26 new stock positions in NTES, VTR, CBOE, STX, IWV, CTVA, RSG, NTRS, SKM, XLE.
- Reduced shares in these 10 stocks: AVDE, NVDA, MEAR, GILD, IEFA, MUB, VGIT, , VOO, DASH.
- Sold out of its positions in ADBE, COR, BP, BIDU, SAN, BR, CSX, CTSH, STZ, DASH.
- BSW Wealth Partners was a net seller of stock by $-1.4M.
- BSW Wealth Partners has $819M in assets under management (AUM), dropping by -1.67%.
- Central Index Key (CIK): 0001512601
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Portfolio Holdings for BSW Wealth Partners
BSW Wealth Partners holds 312 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 14.6 | $119M | 183k | 653.21 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 6.3 | $52M | 613k | 84.84 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 5.0 | $41M | 366k | 111.18 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 4.0 | $33M | 556k | 59.55 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 3.8 | $31M | +2% | 630k | 49.89 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.7 | $30M | 46k | 650.34 |
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| Ishares Tr Core Msci Intl (IDEV) | 3.5 | $29M | 342k | 83.57 |
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| Apple (AAPL) | 3.4 | $28M | +14% | 111k | 253.79 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 2.0 | $17M | 207k | 80.58 |
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| Ishares Tr Core 60/40 Balan (AOR) | 2.0 | $16M | 252k | 64.35 |
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| Ishares Core Msci Emkt (IEMG) | 1.9 | $16M | 224k | 69.75 |
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| Trimble Navigation (TRMB) | 1.7 | $14M | 211k | 65.23 |
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| Ishares Gold Tr Ishares New (IAU) | 1.7 | $14M | 154k | 88.16 |
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| American Centy Etf Tr Emerging Mkt Val (AVES) | 1.4 | $12M | 193k | 59.98 |
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| NVIDIA Corporation (NVDA) | 1.3 | $11M | -7% | 63k | 174.40 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.3 | $11M | -4% | 120k | 90.53 |
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| Ishares Tr Low Carbon Optim (CRBN) | 1.3 | $11M | +19% | 47k | 222.81 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.2 | $10M | 92k | 110.47 |
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| Ishares Tr National Mun Etf (MUB) | 1.2 | $10M | -4% | 95k | 106.15 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.2 | $9.5M | -2% | 148k | 64.08 |
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| Bluerock Pvt Real Estate (BPRE) | 1.1 | $8.9M | -3% | 535k | 16.61 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $8.4M | 26k | 320.81 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $8.4M | 29k | 286.86 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.8 | $6.7M | 60k | 112.27 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $6.6M | -6% | 11k | 597.55 |
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| Amazon (AMZN) | 0.7 | $6.0M | +12% | 29k | 208.27 |
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| Microsoft Corporation (MSFT) | 0.7 | $5.8M | +11% | 16k | 370.17 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $5.4M | -4% | 56k | 97.13 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.6 | $5.3M | -2% | 55k | 95.62 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $5.1M | +3% | 18k | 287.56 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.6 | $5.0M | -5% | 34k | 144.95 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $4.8M | 71k | 67.53 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $4.7M | 19k | 248.00 |
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| Broadcom (AVGO) | 0.5 | $4.4M | 14k | 309.51 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.5 | $4.3M | 31k | 138.37 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.5 | $3.9M | -5% | 86k | 45.50 |
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| Procter & Gamble Company (PG) | 0.4 | $3.6M | 25k | 144.44 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.4 | $3.6M | -2% | 80k | 45.06 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $3.4M | +2% | 12k | 294.16 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $3.3M | 9.9k | 337.97 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $3.2M | 22k | 146.28 |
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| Eli Lilly & Co. (LLY) | 0.4 | $3.2M | -4% | 3.5k | 919.86 |
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| Dell Technologies CL C (DELL) | 0.4 | $3.2M | -8% | 19k | 164.13 |
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| Ishares Tr Esg Select Scre (XVV) | 0.4 | $3.1M | 63k | 49.22 |
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| Meta Platforms Cl A (META) | 0.4 | $3.1M | +5% | 5.4k | 572.08 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.4 | $3.0M | +6% | 22k | 138.32 |
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| Linde SHS (LIN) | 0.3 | $2.7M | 5.4k | 495.77 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $2.7M | 49k | 54.05 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.4M | 5.1k | 479.20 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $2.4M | -10% | 96k | 24.75 |
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| Coca-Cola Company (KO) | 0.3 | $2.3M | 31k | 76.05 |
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| Abbvie (ABBV) | 0.3 | $2.3M | 11k | 217.50 |
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| Pepsi (PEP) | 0.3 | $2.3M | 15k | 155.29 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $2.2M | -9% | 11k | 213.67 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $2.2M | -6% | 17k | 132.90 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $2.2M | 38k | 56.79 |
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| Merck & Co (MRK) | 0.3 | $2.2M | -3% | 18k | 120.29 |
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| Visa Com Cl A (V) | 0.3 | $2.1M | 6.8k | 302.22 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.0M | +3% | 3.4k | 577.25 |
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| Pfizer (PFE) | 0.2 | $1.9M | +16% | 68k | 28.08 |
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| Matthews Intl Fds Emerging Markets (EMSF) | 0.2 | $1.8M | +12% | 59k | 31.07 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.8M | +20% | 8.2k | 217.25 |
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| Travelers Companies (TRV) | 0.2 | $1.8M | -3% | 6.0k | 291.69 |
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| Caterpillar (CAT) | 0.2 | $1.7M | 2.4k | 708.36 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.7M | 4.0k | 426.38 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.7M | 8.4k | 203.44 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.6M | 64k | 25.10 |
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| Netflix (NFLX) | 0.2 | $1.6M | +8% | 16k | 96.15 |
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| Intel Corporation (INTC) | 0.2 | $1.5M | +8% | 34k | 44.13 |
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| Applied Materials (AMAT) | 0.2 | $1.5M | -7% | 4.4k | 341.76 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.5M | +2% | 8.7k | 169.67 |
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| Home Depot (HD) | 0.2 | $1.5M | 4.4k | 328.91 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.4M | 12k | 124.28 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $1.4M | 1.0k | 1320.91 |
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| TJX Companies (TJX) | 0.2 | $1.3M | -2% | 8.4k | 159.70 |
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| Walt Disney Company (DIS) | 0.2 | $1.3M | -3% | 14k | 96.38 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.3M | +3% | 5.5k | 244.45 |
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| Goldman Sachs (GS) | 0.2 | $1.3M | +2% | 1.5k | 846.07 |
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| American Express Company (AXP) | 0.2 | $1.3M | 4.3k | 302.46 |
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| Oracle Corporation (ORCL) | 0.2 | $1.3M | +8% | 8.7k | 147.10 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.3M | 1.3k | 996.21 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.3M | -3% | 2.5k | 499.60 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $1.3M | -11% | 27k | 47.02 |
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| Abbott Laboratories (ABT) | 0.2 | $1.2M | 12k | 102.67 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.2M | -22% | 2.8k | 430.29 |
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| Digitalocean Hldgs (DOCN) | 0.1 | $1.2M | -10% | 14k | 85.78 |
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| Welltower Inc Com reit (WELL) | 0.1 | $1.2M | -4% | 6.0k | 197.70 |
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| Ge Vernova (GEV) | 0.1 | $1.2M | -5% | 1.3k | 872.91 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.1M | 4.7k | 242.63 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.1M | 5.1k | 213.67 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $1.1M | +2% | 9.2k | 118.63 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.1M | +8% | 6.6k | 164.58 |
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| Micron Technology (MU) | 0.1 | $1.1M | +12% | 3.2k | 337.81 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.0M | -9% | 4.0k | 261.90 |
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| Chevron Corporation (CVX) | 0.1 | $1.0M | +2% | 5.0k | 206.92 |
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| Tesla Motors (TSLA) | 0.1 | $1.0M | 2.8k | 371.75 |
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| Synopsys (SNPS) | 0.1 | $1.0M | +6% | 2.6k | 396.48 |
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| Grupo Cibest Sa Spon Ads (CIB) | 0.1 | $981k | -4% | 14k | 72.81 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $971k | 3.3k | 298.85 |
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| Wabtec Corporation (WAB) | 0.1 | $968k | -2% | 3.9k | 249.91 |
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| Cme (CME) | 0.1 | $957k | +11% | 3.2k | 295.31 |
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| Amgen (AMGN) | 0.1 | $955k | +9% | 2.7k | 351.84 |
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| Dover Corporation (DOV) | 0.1 | $952k | +2% | 4.6k | 208.45 |
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| Lumen Technologies (LUMN) | 0.1 | $946k | -10% | 136k | 6.95 |
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| At&t (T) | 0.1 | $928k | -15% | 32k | 28.99 |
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| Verizon Communications (VZ) | 0.1 | $919k | -3% | 18k | 50.20 |
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| Citigroup Com New (C) | 0.1 | $909k | 8.0k | 113.41 |
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| Lowe's Companies (LOW) | 0.1 | $898k | +19% | 3.8k | 236.30 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.1 | $877k | +8% | 12k | 71.61 |
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| Gilead Sciences (GILD) | 0.1 | $877k | -42% | 6.3k | 139.38 |
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| Quanta Services (PWR) | 0.1 | $870k | -3% | 1.6k | 549.02 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $868k | -13% | 2.9k | 302.28 |
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| International Business Machines (IBM) | 0.1 | $848k | -15% | 3.5k | 242.38 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $845k | -27% | 39k | 21.68 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $834k | 39k | 21.66 |
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| Booking Holdings (BKNG) | 0.1 | $834k | +3% | 198.00 | 4211.30 |
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| Sap Se Spon Adr (SAP) | 0.1 | $827k | +310% | 4.8k | 171.22 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $827k | 23k | 35.44 |
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| Icici Bank Adr (IBN) | 0.1 | $825k | +13% | 32k | 25.90 |
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| salesforce (CRM) | 0.1 | $815k | -4% | 4.4k | 186.68 |
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| Bristol Myers Squibb (BMY) | 0.1 | $812k | +22% | 13k | 60.65 |
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| Kla Corp Com New (KLAC) | 0.1 | $805k | -4% | 547.00 | 1471.16 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $783k | +56% | 2.2k | 356.56 |
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| Intuit (INTU) | 0.1 | $783k | -5% | 1.8k | 432.26 |
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| Ball Corporation (BALL) | 0.1 | $765k | +2% | 13k | 59.11 |
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| Spdr Index Shs Fds State Street Spd (SPDW) | 0.1 | $762k | 17k | 45.65 |
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| Chubb (CB) | 0.1 | $756k | +9% | 2.3k | 325.93 |
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| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $745k | +10% | 95k | 7.89 |
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| PNC Financial Services (PNC) | 0.1 | $744k | 3.6k | 208.11 |
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| Philip Morris International (PM) | 0.1 | $737k | 4.5k | 165.34 |
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| Woori Finl Group Sponsored Ads (WF) | 0.1 | $735k | 11k | 66.60 |
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| Us Bancorp Com New (USB) | 0.1 | $731k | +30% | 14k | 52.01 |
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| Palo Alto Networks (PANW) | 0.1 | $731k | +17% | 4.6k | 160.32 |
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| Broadstone Net Lease (BNL) | 0.1 | $730k | 40k | 18.27 |
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| Sterling Construction Company (STRL) | 0.1 | $718k | 1.8k | 407.27 |
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| Hca Holdings (HCA) | 0.1 | $708k | +17% | 1.5k | 473.25 |
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| Qualcomm (QCOM) | 0.1 | $703k | -7% | 5.5k | 128.79 |
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| Reliance Steel & Aluminum (RS) | 0.1 | $702k | 2.3k | 303.95 |
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| Enterprise Products Partners (EPD) | 0.1 | $694k | -10% | 18k | 37.84 |
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| Cisco Systems (CSCO) | 0.1 | $691k | 8.9k | 77.59 |
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| Kb Finl Group Sponsored Adr (KB) | 0.1 | $688k | +51% | 6.9k | 99.73 |
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| American Water Works (AWK) | 0.1 | $683k | +21% | 5.0k | 136.09 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $681k | +2% | 5.7k | 118.60 |
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| Niagen Bioscience Com New (NAGE) | 0.1 | $679k | +9% | 154k | 4.41 |
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| S&p Global (SPGI) | 0.1 | $676k | -17% | 1.6k | 425.37 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $664k | +171% | 22k | 30.68 |
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| Automatic Data Processing (ADP) | 0.1 | $655k | -13% | 3.2k | 203.17 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $654k | +35% | 4.4k | 148.10 |
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| Prologis (PLD) | 0.1 | $643k | +6% | 4.9k | 132.17 |
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| UnitedHealth (UNH) | 0.1 | $640k | 2.4k | 270.57 |
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| Keysight Technologies (KEYS) | 0.1 | $640k | +15% | 2.3k | 282.37 |
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| Servicenow (NOW) | 0.1 | $605k | +36% | 5.8k | 104.55 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $604k | -12% | 5.2k | 115.00 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $602k | -20% | 1.2k | 491.54 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $601k | -4% | 2.8k | 215.02 |
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| Arista Networks Com Shs (ANET) | 0.1 | $601k | -2% | 4.9k | 122.79 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $592k | 960.00 | 616.76 |
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| Uber Technologies (UBER) | 0.1 | $592k | -18% | 8.2k | 71.93 |
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| Honeywell International (HON) | 0.1 | $591k | 2.6k | 226.04 |
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| Paccar (PCAR) | 0.1 | $585k | +7% | 5.1k | 115.50 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $584k | -8% | 5.1k | 113.97 |
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| Allstate Corporation (ALL) | 0.1 | $581k | 2.8k | 207.31 |
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| GSK Sponsored Adr (GSK) | 0.1 | $577k | -5% | 10k | 55.19 |
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| Telefonica Brasil Sa Sponsored Ads (VIV) | 0.1 | $574k | 36k | 15.91 |
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| Monster Beverage Corp (MNST) | 0.1 | $569k | +23% | 7.9k | 72.46 |
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| Stryker Corporation (SYK) | 0.1 | $558k | +5% | 1.7k | 328.62 |
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| W.W. Grainger (GWW) | 0.1 | $557k | -11% | 510.00 | 1091.19 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $543k | 899.00 | 604.39 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $542k | +7% | 26k | 20.70 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $526k | -30% | 1.1k | 461.14 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $526k | -6% | 4.2k | 124.32 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $522k | 1.8k | 287.11 |
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| Capital One Financial (COF) | 0.1 | $512k | -29% | 2.8k | 182.45 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $510k | -30% | 3.9k | 130.96 |
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| SYSCO Corporation (SYY) | 0.1 | $508k | +16% | 7.1k | 71.33 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $496k | 2.4k | 205.80 |
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| Boston Scientific Corporation (BSX) | 0.1 | $494k | 7.9k | 62.75 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $493k | 1.1k | 436.84 |
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| Progressive Corporation (PGR) | 0.1 | $484k | +17% | 2.4k | 198.20 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $483k | 2.8k | 173.04 |
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| Equinix (EQIX) | 0.1 | $482k | NEW | 492.00 | 980.34 |
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| Xylem (XYL) | 0.1 | $479k | +16% | 4.0k | 119.50 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $478k | -4% | 3.3k | 145.96 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.1 | $476k | -8% | 225k | 2.12 |
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| Truist Financial Corp equities (TFC) | 0.1 | $472k | +6% | 10k | 45.97 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $470k | -16% | 5.7k | 82.48 |
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| Tenaris S A Sponsored Ads (TS) | 0.1 | $460k | 7.9k | 58.18 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $455k | -4% | 2.4k | 191.96 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $455k | +42% | 91k | 5.03 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $455k | +28% | 1.8k | 250.58 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $451k | 2.3k | 198.30 |
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| Digital Realty Trust (DLR) | 0.1 | $448k | +17% | 2.5k | 180.21 |
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| Chunghwa Telecom Spon Adr New11 (CHT) | 0.1 | $446k | +105% | 11k | 42.24 |
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| Cintas Corporation (CTAS) | 0.1 | $443k | +44% | 2.6k | 169.15 |
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| Sk Telecom Sponsored Adr (SKM) | 0.1 | $428k | NEW | 15k | 29.29 |
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| Rocket Lab Corp (RKLB) | 0.1 | $425k | +97% | 6.6k | 64.22 |
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| Live Nation Entertainment (LYV) | 0.1 | $424k | +35% | 2.8k | 152.51 |
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| Deere & Company (DE) | 0.1 | $424k | -13% | 753.00 | 563.13 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $423k | -11% | 2.8k | 152.74 |
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| Cbre Group Cl A (CBRE) | 0.0 | $403k | -14% | 3.0k | 135.46 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $400k | -28% | 518.00 | 772.65 |
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| Western Digital (WDC) | 0.0 | $397k | NEW | 1.5k | 270.50 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $395k | 15k | 25.64 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $392k | +43% | 8.1k | 48.18 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $392k | -22% | 2.0k | 192.93 |
|
| Realty Income (O) | 0.0 | $385k | +20% | 6.3k | 61.18 |
|
| MercadoLibre (MELI) | 0.0 | $380k | 220.00 | 1729.02 |
|
|
| Biogen Idec (BIIB) | 0.0 | $380k | +8% | 2.1k | 183.33 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $379k | +3% | 3.4k | 110.36 |
|
| Illinois Tool Works (ITW) | 0.0 | $379k | 1.5k | 260.33 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $377k | 1.3k | 283.78 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $376k | -35% | 1.8k | 210.07 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $371k | -2% | 1.6k | 233.28 |
|
| Infosys Sponsored Adr (INFY) | 0.0 | $370k | -23% | 27k | 13.51 |
|
| Halliburton Company (HAL) | 0.0 | $370k | -3% | 9.5k | 38.99 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $368k | +34% | 943.00 | 390.41 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $364k | -39% | 3.9k | 93.97 |
|
| Autodesk (ADSK) | 0.0 | $363k | -10% | 1.5k | 239.40 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $363k | +8% | 11k | 32.95 |
|
| Simon Property (SPG) | 0.0 | $357k | -8% | 1.9k | 186.52 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $353k | -23% | 39k | 8.98 |
|
| Hubbell (HUBB) | 0.0 | $351k | -6% | 716.00 | 490.74 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $346k | 6.5k | 53.22 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $345k | 7.6k | 45.26 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $344k | +2% | 1.1k | 304.08 |
|
| Pentair SHS (PNR) | 0.0 | $338k | +55% | 3.9k | 87.11 |
|
| F.N.B. Corporation (FNB) | 0.0 | $337k | 20k | 16.72 |
|
|
| Nextera Energy (NEE) | 0.0 | $333k | +8% | 3.6k | 92.87 |
|
| McDonald's Corporation (MCD) | 0.0 | $330k | -15% | 1.1k | 310.93 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $329k | NEW | 2.4k | 139.55 |
|
| Cadence Design Systems (CDNS) | 0.0 | $328k | +8% | 1.2k | 277.87 |
|
| Becton, Dickinson and (BDX) | 0.0 | $327k | +55% | 2.1k | 157.23 |
|
| Altria (MO) | 0.0 | $327k | 4.9k | 65.99 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $320k | +22% | 3.3k | 96.44 |
|
| CBOE Holdings (CBOE) | 0.0 | $319k | NEW | 1.1k | 281.10 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $319k | 4.4k | 73.13 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $318k | 732.00 | 433.98 |
|
|
| RPM International (RPM) | 0.0 | $317k | +44% | 3.2k | 99.40 |
|
| Corning Incorporated (GLW) | 0.0 | $316k | NEW | 2.3k | 135.95 |
|
| Snap-on Incorporated (SNA) | 0.0 | $316k | +20% | 870.00 | 363.24 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $315k | +54% | 12k | 26.33 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $313k | -12% | 3.7k | 85.24 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $312k | +8% | 13k | 24.31 |
|
| Vulcan Materials Company (VMC) | 0.0 | $310k | +39% | 1.1k | 272.18 |
|
| Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC) | 0.0 | $310k | +3% | 4.8k | 64.02 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $307k | 5.4k | 57.07 |
|
|
| Corteva (CTVA) | 0.0 | $302k | NEW | 3.6k | 83.72 |
|
| Intercontinental Exchange (ICE) | 0.0 | $301k | 1.9k | 157.30 |
|
|
| Valmont Industries (VMI) | 0.0 | $300k | 750.00 | 399.57 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $296k | 424.00 | 697.72 |
|
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $296k | NEW | 4.8k | 61.26 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $293k | +14% | 16k | 18.52 |
|
| Cummins (CMI) | 0.0 | $285k | 530.00 | 538.18 |
|
|
| eBay (EBAY) | 0.0 | $285k | -30% | 3.1k | 91.03 |
|
| American Centy Etf Tr Avantis Emerging (AVXC) | 0.0 | $284k | -32% | 4.2k | 67.63 |
|
| Flexshares Tr Stox Gbl Esg Slt (ESGG) | 0.0 | $281k | 1.4k | 199.89 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $280k | 3.5k | 79.61 |
|
|
| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.0 | $280k | -2% | 14k | 19.75 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $279k | +2% | 2.2k | 125.46 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $278k | 9.5k | 29.08 |
|
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $275k | 2.3k | 119.51 |
|
|
| Republic Services (RSG) | 0.0 | $274k | NEW | 1.3k | 219.04 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $274k | NEW | 965.00 | 283.88 |
|
| Eaton Corp SHS (ETN) | 0.0 | $273k | +15% | 764.00 | 357.71 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $270k | 3.5k | 77.09 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $268k | 5.4k | 49.37 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $264k | 1.3k | 209.07 |
|
|
| Moody's Corporation (MCO) | 0.0 | $262k | -47% | 601.00 | 435.96 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $258k | -14% | 1.3k | 197.50 |
|
| Microvision Inc Del Com New (MVIS) | 0.0 | $257k | 400k | 0.64 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $255k | -22% | 3.4k | 75.24 |
|
| Cigna Corp (CI) | 0.0 | $253k | NEW | 947.00 | 266.69 |
|
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $249k | NEW | 9.8k | 25.48 |
|
| Bank of America Corporation (BAC) | 0.0 | $248k | 5.1k | 48.75 |
|
|
| State Street Corporation (STT) | 0.0 | $243k | NEW | 1.9k | 126.54 |
|
| Exelon Corporation (EXC) | 0.0 | $242k | +2% | 4.9k | 49.02 |
|
| Netease Sponsored Ads (NTES) | 0.0 | $240k | NEW | 2.1k | 111.94 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $239k | NEW | 611.00 | 391.84 |
|
| Phillips 66 (PSX) | 0.0 | $239k | NEW | 1.3k | 182.16 |
|
| Hershey Company (HSY) | 0.0 | $237k | 1.1k | 207.92 |
|
|
| Paychex (PAYX) | 0.0 | $235k | +14% | 2.6k | 92.14 |
|
| Columbia Banking System (COLB) | 0.0 | $235k | 8.6k | 27.43 |
|
|
| Sempra Energy (SRE) | 0.0 | $235k | 2.4k | 97.19 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $229k | 666.00 | 343.22 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $226k | NEW | 609.00 | 370.68 |
|
| Kt Corp Sponsored Adr (KT) | 0.0 | $225k | -34% | 11k | 21.45 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $225k | 5.8k | 38.96 |
|
|
| Prudential Financial (PRU) | 0.0 | $224k | -4% | 2.3k | 97.69 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $223k | -4% | 1.9k | 118.62 |
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.0 | $222k | 771.00 | 287.41 |
|
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.0 | $220k | -30% | 5.4k | 40.81 |
|
| Copart (CPRT) | 0.0 | $219k | NEW | 6.6k | 33.20 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $217k | +25% | 4.3k | 50.44 |
|
| Waste Management (WM) | 0.0 | $214k | NEW | 933.00 | 229.82 |
|
| United Rentals (URI) | 0.0 | $214k | -10% | 293.00 | 728.58 |
|
| Carrier Global Corporation (CARR) | 0.0 | $213k | -8% | 3.8k | 56.31 |
|
| Danaher Corporation (DHR) | 0.0 | $212k | -27% | 1.1k | 189.62 |
|
| AFLAC Incorporated (AFL) | 0.0 | $212k | NEW | 1.9k | 109.71 |
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.0 | $210k | NEW | 3.4k | 61.32 |
|
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.0 | $209k | 1.2k | 178.23 |
|
|
| Credicorp (BAP) | 0.0 | $209k | NEW | 615.00 | 339.18 |
|
| Dollar Tree (DLTR) | 0.0 | $208k | +5% | 1.9k | 109.51 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $204k | NEW | 1.6k | 126.30 |
|
| Ventas (VTR) | 0.0 | $202k | NEW | 2.5k | 81.78 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $201k | NEW | 731.00 | 275.20 |
|
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $196k | 54k | 3.61 |
|
|
| Lg Display Spons Adr Rep (LPL) | 0.0 | $166k | -8% | 43k | 3.88 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $162k | +52% | 55k | 2.92 |
|
| PIMCO Corporate Opportunity Fund (PTY) | 0.0 | $127k | NEW | 11k | 12.06 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $104k | -38% | 13k | 8.04 |
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $50k | -17% | 14k | 3.66 |
|
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.0 | $29k | -27% | 12k | 2.39 |
|
Past Filings by BSW Wealth Partners
SEC 13F filings are viewable for BSW Wealth Partners going back to 2010
- BSW Wealth Partners 2026 Q1 filed April 14, 2026
- BSW Wealth Partners 2025 Q4 filed Jan. 23, 2026
- 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