Boulder Wealth Advisors

Boulder Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Boulder Wealth Advisors

Boulder Wealth Advisors holds 27 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 17.8 $35M 1.5M 22.70
Ishares Tr Core S&p500 Etf (IVV) 14.2 $28M 47k 588.68
Ishares Tr Rus 1000 Grw Etf (IWF) 12.6 $25M 61k 401.58
Ishares Tr Msci Usa Qlt Fct (QUAL) 12.0 $23M 131k 178.08
Ishares Tr Esg Awr Msci Usa (ESGU) 11.7 $23M 176k 128.82
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 9.8 $19M 469k 40.34
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 4.4 $8.5M 185k 46.07
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 3.9 $7.5M 76k 98.47
Ishares Tr Ultra Short-term (ICSH) 3.5 $6.7M 133k 50.43
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 2.9 $5.6M 111k 50.71
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.8 $3.5M 40k 87.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.7M 3.8k 453.28
Apple (AAPL) 0.8 $1.6M 6.5k 250.43
Broadcom (AVGO) 0.7 $1.3M 5.7k 231.84
Microsoft Corporation (MSFT) 0.6 $1.1M 2.7k 421.44
NVIDIA Corporation (NVDA) 0.4 $816k 6.1k 134.29
Select Sector Spdr Tr Technology (XLK) 0.4 $713k 3.1k 232.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $461k 787.00 585.88
Meta Platforms Cl A (META) 0.2 $418k 713.00 585.51
Alphabet Cap Stk Cl C (GOOG) 0.2 $380k 2.0k 190.44
Amazon (AMZN) 0.2 $336k 1.5k 219.39
Tesla Motors (TSLA) 0.2 $313k 776.00 403.84
Vanguard World Mega Cap Val Etf (MGV) 0.2 $312k 2.5k 124.91
Alphabet Cap Stk Cl A (GOOGL) 0.1 $279k 1.5k 189.30
Palo Alto Networks (PANW) 0.1 $224k 1.2k 181.96
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $220k 409.00 538.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $209k 408.00 511.23