BSW Wealth Partners
Latest statistics and disclosures from BSW Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AVDE, VTEB, AVUS, VGIT, and represent 35.53% of BSW Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: VGIT, GOOG, IDEV, DELL, TEL, SNY, PFE, AOR, XLK, GRMN.
- Started 27 new stock positions in CIG, XCEM, EQH, BBD, BABA, XLF, EMXC, TEL, HAL, FAST.
- Reduced shares in these 10 stocks: AAPL, IVV, IEFA, MUB, IBM, MSFT, ESGV, MGV, GOOGL, NULV.
- Sold out of its positions in ABEV, UHAL.B, BAC, BDX, CI, COP, CMI, DEO, DFAS, FERG.
- BSW Wealth Partners was a net seller of stock by $-12M.
- BSW Wealth Partners has $659M in assets under management (AUM), dropping by -3.32%.
- Central Index Key (CIK): 0001512601
Tip: Access up to 7 years of quarterly data
Positions held by BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for BSW Wealth Partners
BSW Wealth Partners holds 306 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 14.9 | $98M | 174k | 561.90 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 6.0 | $40M | 597k | 66.27 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 5.7 | $37M | 752k | 49.62 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 4.8 | $32M | 343k | 92.38 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 4.2 | $28M | +8% | 464k | 59.40 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.0 | $26M | 47k | 559.39 |
|
|
| Apple (AAPL) | 3.4 | $22M | -8% | 101k | 222.13 |
|
| Ishares Tr Core Msci Intl (IDEV) | 3.2 | $21M | +3% | 302k | 68.89 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.9 | $13M | -10% | 169k | 75.65 |
|
| Ishares Core Msci Emkt (IEMG) | 1.9 | $13M | 233k | 53.97 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.8 | $12M | 196k | 60.17 |
|
|
| Ishares Tr Core 60/40 Balan (AOR) | 1.5 | $9.8M | +4% | 170k | 57.57 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.3 | $8.8M | +4% | 150k | 58.96 |
|
| American Centy Etf Tr Emerging Mkt Val (AVES) | 1.3 | $8.6M | 183k | 47.16 |
|
|
| Vanguard World Mega Cap Val Etf (MGV) | 1.3 | $8.3M | -7% | 64k | 128.84 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $7.7M | -7% | 71k | 108.38 |
|
| Microsoft Corporation (MSFT) | 1.0 | $6.7M | -12% | 18k | 375.39 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $6.5M | +5% | 13k | 513.92 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $6.4M | +3% | 23k | 274.84 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $6.3M | +5% | 123k | 50.83 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.9 | $6.1M | 70k | 87.17 |
|
|
| Amazon (AMZN) | 0.9 | $6.0M | -3% | 32k | 190.26 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.9 | $5.6M | -8% | 69k | 81.69 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $5.6M | -2% | 68k | 81.73 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.8 | $5.5M | -13% | 56k | 97.95 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $5.1M | -3% | 26k | 199.49 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.7 | $4.9M | -11% | 121k | 40.49 |
|
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.7 | $4.8M | 25k | 191.18 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $4.7M | 80k | 58.35 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $4.6M | +21% | 30k | 156.23 |
|
| Procter & Gamble Company (PG) | 0.7 | $4.5M | 26k | 170.42 |
|
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.6 | $3.7M | -8% | 98k | 38.34 |
|
| Ishares Tr Esg Select Scre (XVV) | 0.6 | $3.7M | -9% | 86k | 42.78 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.5 | $3.6M | 31k | 116.39 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $3.0M | -18% | 20k | 154.64 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $3.0M | 3.6k | 825.96 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $2.9M | +5% | 12k | 245.29 |
|
| Meta Platforms Cl A (META) | 0.4 | $2.7M | 4.8k | 576.41 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.4 | $2.7M | -30% | 26k | 105.44 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.6M | 4.8k | 532.58 |
|
|
| Linde SHS (LIN) | 0.4 | $2.5M | 5.4k | 465.64 |
|
|
| Broadcom (AVGO) | 0.4 | $2.5M | -2% | 15k | 167.43 |
|
| Walker & Dunlop (WD) | 0.4 | $2.4M | 28k | 85.36 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $2.4M | -9% | 53k | 45.26 |
|
| Pepsi (PEP) | 0.3 | $2.3M | 15k | 149.94 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $2.3M | 115k | 19.78 |
|
|
| Visa Com Cl A (V) | 0.3 | $2.2M | 6.4k | 350.47 |
|
|
| Abbvie (ABBV) | 0.3 | $2.1M | -13% | 10k | 209.51 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $2.1M | -14% | 48k | 43.70 |
|
| Coca-Cola Company (KO) | 0.3 | $2.1M | -5% | 29k | 71.62 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $1.8M | +16% | 16k | 115.95 |
|
| Pfizer (PFE) | 0.3 | $1.8M | +32% | 70k | 25.34 |
|
| Home Depot (HD) | 0.3 | $1.7M | +2% | 4.7k | 366.51 |
|
| Travelers Companies (TRV) | 0.3 | $1.7M | 6.5k | 264.48 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.7M | 3.7k | 468.94 |
|
|
| Merck & Co (MRK) | 0.3 | $1.7M | +4% | 19k | 89.76 |
|
| Abbott Laboratories (ABT) | 0.3 | $1.7M | 13k | 132.65 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $1.7M | 77k | 21.53 |
|
|
| Dell Technologies CL C (DELL) | 0.2 | $1.6M | +43% | 18k | 91.15 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.6M | -3% | 13k | 118.93 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.6M | +5% | 9.5k | 166.00 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.5M | +15% | 4.0k | 361.08 |
|
| Oracle Corporation (ORCL) | 0.2 | $1.4M | -2% | 10k | 139.82 |
|
| Walt Disney Company (DIS) | 0.2 | $1.4M | -2% | 14k | 98.70 |
|
| UnitedHealth (UNH) | 0.2 | $1.4M | +7% | 2.7k | 523.85 |
|
| Union Pacific Corporation (UNP) | 0.2 | $1.3M | -4% | 5.5k | 236.24 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.3M | 1.4k | 945.81 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.3M | 4.1k | 312.05 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.2M | -2% | 2.3k | 548.01 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.2M | +11% | 5.5k | 221.74 |
|
| Intel Corporation (INTC) | 0.2 | $1.2M | -14% | 52k | 22.71 |
|
| Intuit (INTU) | 0.2 | $1.2M | +8% | 1.9k | 613.85 |
|
| Netflix (NFLX) | 0.2 | $1.2M | -20% | 1.2k | 932.53 |
|
| Automatic Data Processing (ADP) | 0.2 | $1.1M | 3.8k | 305.51 |
|
|
| Dover Corporation (DOV) | 0.2 | $1.1M | +5% | 6.4k | 175.68 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.1M | -2% | 5.9k | 186.29 |
|
| American Express Company (AXP) | 0.2 | $1.1M | +4% | 4.0k | 269.03 |
|
| At&t (T) | 0.2 | $1.1M | 38k | 28.28 |
|
|
| salesforce (CRM) | 0.2 | $1.0M | -2% | 3.9k | 268.34 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.0M | 12k | 87.79 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.0M | 3.6k | 288.14 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $1.0M | -9% | 6.1k | 165.84 |
|
| TJX Companies (TJX) | 0.2 | $1.0M | +19% | 8.3k | 121.81 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $969k | +18% | 5.1k | 188.16 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $934k | -19% | 18k | 50.85 |
|
| S&p Global (SPGI) | 0.1 | $931k | +29% | 1.8k | 507.99 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $926k | 25k | 36.41 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $922k | 9.0k | 102.75 |
|
|
| Booking Holdings (BKNG) | 0.1 | $894k | 194.00 | 4609.12 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $883k | +3% | 3.5k | 251.79 |
|
| Qualcomm (QCOM) | 0.1 | $863k | 5.6k | 153.61 |
|
|
| Verizon Communications (VZ) | 0.1 | $860k | -4% | 19k | 45.36 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $855k | +7% | 8.5k | 100.88 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $835k | 3.3k | 257.03 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $833k | -3% | 6.0k | 139.78 |
|
| Icici Bank Adr (IBN) | 0.1 | $816k | -9% | 26k | 31.52 |
|
| W.W. Grainger (GWW) | 0.1 | $813k | 823.00 | 988.01 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $813k | -3% | 3.0k | 266.67 |
|
| Uber Technologies (UBER) | 0.1 | $804k | +8% | 11k | 72.86 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $801k | 11k | 72.70 |
|
|
| Caterpillar (CAT) | 0.1 | $800k | -14% | 2.4k | 329.74 |
|
| Amgen (AMGN) | 0.1 | $783k | +5% | 2.5k | 311.50 |
|
| Goldman Sachs (GS) | 0.1 | $781k | -2% | 1.4k | 546.41 |
|
| Fiserv (FI) | 0.1 | $775k | -6% | 3.5k | 220.83 |
|
| Chevron Corporation (CVX) | 0.1 | $772k | -6% | 4.6k | 167.29 |
|
| Tesla Motors (TSLA) | 0.1 | $752k | -20% | 2.9k | 259.16 |
|
| PNC Financial Services (PNC) | 0.1 | $741k | 4.2k | 175.76 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $735k | +124% | 3.6k | 206.49 |
|
| Wabtec Corporation (WAB) | 0.1 | $726k | 4.0k | 181.34 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $725k | +13% | 1.5k | 497.45 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $719k | +15% | 19k | 38.41 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $714k | +61% | 4.7k | 153.20 |
|
| Philip Morris International (PM) | 0.1 | $707k | 4.5k | 158.72 |
|
|
| Lumen Technologies (LUMN) | 0.1 | $706k | +9% | 180k | 3.92 |
|
| Applied Materials (AMAT) | 0.1 | $705k | -12% | 4.9k | 145.12 |
|
| Enterprise Products Partners (EPD) | 0.1 | $703k | 21k | 34.14 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $698k | +8% | 10k | 69.44 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $697k | 12k | 57.43 |
|
|
| Deere & Company (DE) | 0.1 | $694k | -17% | 1.5k | 469.44 |
|
| Broadstone Net Lease (BNL) | 0.1 | $681k | 40k | 17.04 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $677k | +86% | 27k | 25.39 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $674k | +6% | 2.6k | 258.64 |
|
| Servicenow (NOW) | 0.1 | $665k | -11% | 835.00 | 796.14 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $660k | +15% | 995.00 | 662.87 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $659k | -7% | 3.4k | 193.99 |
|
| Bancolombia S A Spon Adr Pref (CIB) | 0.1 | $657k | -8% | 16k | 40.20 |
|
| Ball Corporation (BALL) | 0.1 | $647k | 12k | 52.07 |
|
|
| Reliance Steel & Aluminum (RS) | 0.1 | $643k | 2.2k | 288.73 |
|
|
| Stryker Corporation (SYK) | 0.1 | $625k | +17% | 1.7k | 372.28 |
|
| Morgan Stanley Com New (MS) | 0.1 | $619k | -19% | 5.3k | 116.66 |
|
| Cme (CME) | 0.1 | $619k | +4% | 2.3k | 265.26 |
|
| Allstate Corporation (ALL) | 0.1 | $618k | 3.0k | 207.05 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $606k | -40% | 5.1k | 118.13 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $596k | 1.1k | 533.48 |
|
|
| Lowe's Companies (LOW) | 0.1 | $589k | +16% | 2.5k | 233.19 |
|
| Progressive Corporation (PGR) | 0.1 | $581k | -3% | 2.1k | 283.02 |
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $574k | -8% | 4.9k | 116.98 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $572k | +10% | 5.5k | 104.57 |
|
| Honeywell International (HON) | 0.1 | $571k | -7% | 2.7k | 211.74 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $568k | +23% | 1.5k | 383.53 |
|
| Chubb (CB) | 0.1 | $565k | -8% | 1.9k | 301.99 |
|
| Niagen Bioscience Com New | 0.1 | $565k | -12% | 82k | 6.90 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $561k | 23k | 24.06 |
|
|
| Citigroup Com New (C) | 0.1 | $559k | 7.9k | 70.99 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $552k | -9% | 2.8k | 200.15 |
|
| Cisco Systems (CSCO) | 0.1 | $534k | +25% | 8.6k | 61.71 |
|
| American Intl Group Com New (AIG) | 0.1 | $533k | -13% | 6.1k | 86.94 |
|
| Carrier Global Corporation (CARR) | 0.1 | $515k | +45% | 8.1k | 63.40 |
|
| Digitalocean Hldgs (DOCN) | 0.1 | $509k | +4% | 15k | 33.39 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $509k | 5.4k | 93.71 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $509k | -12% | 8.3k | 60.99 |
|
| Moody's Corporation (MCO) | 0.1 | $504k | 1.1k | 465.71 |
|
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $501k | -7% | 7.5k | 66.44 |
|
| Ishares Tr International Sl (ISCF) | 0.1 | $496k | -23% | 15k | 33.68 |
|
| Microvision Inc Del Com New (MVIS) | 0.1 | $496k | 400k | 1.24 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $494k | +100% | 1.3k | 370.87 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.1 | $494k | -9% | 161k | 3.06 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $488k | +3% | 79k | 6.15 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $479k | -2% | 2.8k | 172.26 |
|
| Cintas Corporation (CTAS) | 0.1 | $474k | +23% | 2.3k | 205.53 |
|
| SYSCO Corporation (SYY) | 0.1 | $473k | -6% | 6.3k | 75.04 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $465k | 3.4k | 135.68 |
|
|
| Paccar (PCAR) | 0.1 | $465k | +2% | 4.8k | 97.36 |
|
| Nextera Energy (NEE) | 0.1 | $461k | -3% | 6.5k | 70.89 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $456k | 11k | 41.15 |
|
|
| Quanta Services (PWR) | 0.1 | $454k | +54% | 1.8k | 254.18 |
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $451k | NEW | 3.2k | 141.32 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $450k | -14% | 3.5k | 128.96 |
|
| Sanofi Sponsored Adr (SNY) | 0.1 | $450k | NEW | 8.1k | 55.46 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $446k | 3.4k | 132.46 |
|
|
| Unilever Spon Adr New (UL) | 0.1 | $445k | -6% | 7.5k | 59.55 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $435k | -43% | 878.00 | 495.20 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $434k | +53% | 6.4k | 67.85 |
|
| Illinois Tool Works (ITW) | 0.1 | $432k | -2% | 1.7k | 248.02 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $431k | 1.4k | 306.74 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $430k | -4% | 1.4k | 312.32 |
|
| Prologis (PLD) | 0.1 | $430k | +28% | 3.8k | 111.78 |
|
| Relx Sponsored Adr (RELX) | 0.1 | $429k | -27% | 8.5k | 50.41 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $428k | -4% | 2.5k | 173.26 |
|
| Gilead Sciences (GILD) | 0.1 | $427k | -36% | 3.8k | 112.05 |
|
| Autodesk (ADSK) | 0.1 | $426k | -4% | 1.6k | 261.80 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $421k | 3.2k | 130.78 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $421k | +90% | 5.2k | 80.11 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $420k | -40% | 941.00 | 446.74 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $415k | -27% | 5.0k | 83.87 |
|
| Anthem (ELV) | 0.1 | $415k | +34% | 954.00 | 435.03 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $414k | 47k | 8.76 |
|
|
| Copart (CPRT) | 0.1 | $411k | 7.3k | 56.59 |
|
|
| Broadridge Financial Solutions (BR) | 0.1 | $409k | +3% | 1.7k | 242.41 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $406k | -18% | 5.2k | 78.28 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $401k | -49% | 3.6k | 111.49 |
|
| MercadoLibre (MELI) | 0.1 | $398k | 204.00 | 1950.87 |
|
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $396k | 29k | 13.62 |
|
|
| Garmin SHS (GRMN) | 0.1 | $395k | NEW | 1.8k | 217.15 |
|
| Hca Holdings (HCA) | 0.1 | $392k | -2% | 1.1k | 345.56 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $390k | -9% | 3.8k | 103.21 |
|
| Infosys Sponsored Adr (INFY) | 0.1 | $390k | 21k | 18.25 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $383k | 1.1k | 349.05 |
|
|
| Arista Networks Com Shs (ANET) | 0.1 | $382k | -2% | 4.9k | 77.48 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $380k | -18% | 3.1k | 122.01 |
|
| Equinix (EQIX) | 0.1 | $369k | -4% | 453.00 | 815.32 |
|
| Synopsys (SNPS) | 0.1 | $368k | 859.00 | 428.85 |
|
|
| American Tower Reit (AMT) | 0.1 | $366k | -24% | 1.7k | 217.54 |
|
| Vanguard World Energy Etf (VDE) | 0.1 | $362k | 2.8k | 129.71 |
|
|
| BP Sponsored Adr (BP) | 0.1 | $361k | -5% | 11k | 33.79 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $360k | 822.00 | 437.81 |
|
|
| Dupont De Nemours (DD) | 0.1 | $358k | +21% | 4.8k | 74.68 |
|
| Doordash Cl A (DASH) | 0.1 | $355k | NEW | 1.9k | 182.77 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $353k | 13k | 27.57 |
|
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $352k | -11% | 13k | 27.13 |
|
| ConAgra Foods (CAG) | 0.1 | $350k | +33% | 13k | 26.67 |
|
| Intercontinental Exchange (ICE) | 0.1 | $350k | -7% | 2.0k | 172.51 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $347k | -5% | 16k | 22.08 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $343k | 1.3k | 268.44 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $341k | 6.5k | 52.52 |
|
|
| United Rentals (URI) | 0.1 | $337k | -4% | 537.00 | 626.70 |
|
| Paychex (PAYX) | 0.1 | $334k | +10% | 2.2k | 154.29 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $334k | +16% | 1.8k | 183.52 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $329k | 4.4k | 74.71 |
|
|
| Live Nation Entertainment (LYV) | 0.0 | $325k | +50% | 2.5k | 130.58 |
|
| Danaher Corporation (DHR) | 0.0 | $323k | -57% | 1.6k | 205.00 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $322k | -4% | 4.2k | 76.51 |
|
| Verisk Analytics (VRSK) | 0.0 | $321k | 1.1k | 297.75 |
|
|
| Kt Corp Sponsored Adr (KT) | 0.0 | $319k | -16% | 18k | 17.71 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $312k | NEW | 6.3k | 49.81 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $312k | 9.6k | 32.51 |
|
|
| Keurig Dr Pepper (KDP) | 0.0 | $312k | +26% | 9.1k | 34.22 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $308k | -36% | 6.1k | 50.21 |
|
| Palo Alto Networks (PANW) | 0.0 | $306k | +11% | 1.8k | 170.64 |
|
| Hershey Company (HSY) | 0.0 | $306k | +47% | 1.8k | 171.02 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $306k | 1.3k | 227.92 |
|
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $304k | +4% | 20k | 15.46 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $302k | -3% | 7.2k | 42.22 |
|
| Altria (MO) | 0.0 | $297k | -3% | 5.0k | 60.02 |
|
| AFLAC Incorporated (AFL) | 0.0 | $294k | NEW | 2.6k | 111.20 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $288k | 5.4k | 53.52 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $287k | -6% | 3.1k | 93.66 |
|
| Oneok (OKE) | 0.0 | $287k | -11% | 2.9k | 99.21 |
|
| American Centy Etf Tr Avantis Emerging (AVXC) | 0.0 | $286k | NEW | 5.9k | 48.64 |
|
| Cadence Design Systems (CDNS) | 0.0 | $285k | -8% | 1.1k | 254.33 |
|
| Jd.com Spon Ads Cl A (JD) | 0.0 | $279k | +2% | 6.8k | 41.12 |
|
| Woori Finl Group Sponsored Ads (WF) | 0.0 | $278k | -3% | 8.3k | 33.38 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $276k | +3% | 1.1k | 244.08 |
|
| Iqvia Holdings (IQV) | 0.0 | $272k | +34% | 1.5k | 176.30 |
|
| F.N.B. Corporation (FNB) | 0.0 | $271k | 20k | 13.45 |
|
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $268k | 2.3k | 116.37 |
|
|
| Waste Connections (WCN) | 0.0 | $267k | +3% | 1.4k | 195.19 |
|
| Pentair SHS (PNR) | 0.0 | $264k | 3.0k | 87.48 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $264k | -3% | 11k | 23.43 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $264k | NEW | 9.4k | 27.96 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $263k | +180% | 37k | 7.15 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $260k | NEW | 7.6k | 34.20 |
|
| Prudential Financial (PRU) | 0.0 | $259k | -3% | 2.3k | 111.68 |
|
| Genuine Parts Company (GPC) | 0.0 | $254k | NEW | 2.1k | 119.14 |
|
| Zoetis Cl A (ZTS) | 0.0 | $254k | NEW | 1.5k | 164.65 |
|
| Kla Corp Com New (KLAC) | 0.0 | $251k | -4% | 369.00 | 679.82 |
|
| Fox Corp Cl B Com (FOX) | 0.0 | $250k | NEW | 4.7k | 52.71 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $247k | -17% | 7.1k | 34.95 |
|
| General Mills (GIS) | 0.0 | $245k | -29% | 4.1k | 59.78 |
|
| Loews Corporation (L) | 0.0 | $245k | -13% | 2.7k | 91.91 |
|
| Kellogg Company (K) | 0.0 | $245k | -9% | 3.0k | 82.49 |
|
| Halliburton Company (HAL) | 0.0 | $245k | NEW | 9.6k | 25.37 |
|
| Medtronic SHS (MDT) | 0.0 | $244k | -34% | 2.7k | 89.87 |
|
| Trane Technologies SHS (TT) | 0.0 | $244k | +2% | 723.00 | 337.01 |
|
| Flexshares Tr Stox Gbl Esg Slt (ESGG) | 0.0 | $239k | 1.4k | 169.77 |
|
|
| Simon Property (SPG) | 0.0 | $237k | -2% | 1.4k | 166.12 |
|
| Kraft Heinz (KHC) | 0.0 | $236k | NEW | 7.7k | 30.43 |
|
| Analog Devices (ADI) | 0.0 | $236k | -9% | 1.2k | 201.68 |
|
| Micron Technology (MU) | 0.0 | $234k | -37% | 2.7k | 86.88 |
|
| MetLife (MET) | 0.0 | $232k | +10% | 2.9k | 80.28 |
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.0 | $232k | NEW | 7.9k | 29.54 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $230k | 424.00 | 542.38 |
|
|
| Ge Vernova (GEV) | 0.0 | $229k | -4% | 749.00 | 305.28 |
|
| Shopify Cl A (SHOP) | 0.0 | $227k | -6% | 2.4k | 95.46 |
|
| Ptc (PTC) | 0.0 | $224k | -26% | 1.4k | 154.95 |
|
| Wells Fargo & Company (WFC) | 0.0 | $221k | -5% | 3.1k | 71.80 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $221k | NEW | 1.1k | 207.25 |
|
| Fastenal Company (FAST) | 0.0 | $220k | NEW | 2.8k | 77.55 |
|
| Omni (OMC) | 0.0 | $220k | NEW | 2.7k | 82.92 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $220k | NEW | 4.0k | 55.09 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $216k | NEW | 1.6k | 132.23 |
|
| Coupang Cl A (CPNG) | 0.0 | $216k | -18% | 9.9k | 21.93 |
|
| Blackrock (BLK) | 0.0 | $215k | 227.00 | 946.61 |
|
|
| Columbia Banking System (COLB) | 0.0 | $215k | 8.6k | 24.94 |
|
|
| Telefonica Brasil Sa New Adr (VIV) | 0.0 | $214k | +10% | 25k | 8.72 |
|
| Valmont Industries (VMI) | 0.0 | $214k | 750.00 | 285.37 |
|
|
| Sterling Construction Company (STRL) | 0.0 | $212k | -30% | 1.9k | 113.21 |
|
| Equitable Holdings (EQH) | 0.0 | $210k | NEW | 4.0k | 52.09 |
|
| Church & Dwight (CHD) | 0.0 | $209k | NEW | 1.9k | 110.10 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $209k | -5% | 903.00 | 231.41 |
|
| Digital Realty Trust (DLR) | 0.0 | $206k | +3% | 1.4k | 143.27 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $204k | NEW | 2.0k | 99.98 |
|
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.0 | $203k | -24% | 5.2k | 39.21 |
|
| eBay (EBAY) | 0.0 | $202k | NEW | 3.0k | 67.73 |
|
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $197k | +41% | 69k | 2.84 |
|
| Piedmont Office Realty Tr In Com Cl A (PDM) | 0.0 | $179k | 24k | 7.37 |
|
|
| Banco Santander Adr (SAN) | 0.0 | $170k | +26% | 25k | 6.70 |
|
| Core Scientific (CORZ) | 0.0 | $169k | 23k | 7.24 |
|
|
| V.F. Corporation (VFC) | 0.0 | $162k | 11k | 15.52 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $149k | -7% | 39k | 3.82 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $102k | +20% | 19k | 5.27 |
|
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $85k | -46% | 18k | 4.66 |
|
| Banco Bradesco S A Sponsored Adr (BBDO) | 0.0 | $64k | +29% | 31k | 2.08 |
|
| Lg Display Spons Adr Rep (LPL) | 0.0 | $42k | NEW | 13k | 3.11 |
|
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $29k | NEW | 13k | 2.23 |
|
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.0 | $21k | NEW | 12k | 1.76 |
|
Past Filings by BSW Wealth Partners
SEC 13F filings are viewable for BSW Wealth Partners going back to 2010
- 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
- BSW Wealth Partners 2021 Q3 filed Nov. 15, 2021
- BSW Wealth Partners 2021 Q2 filed Aug. 16, 2021