Boulder Wealth Advisors

Boulder Wealth Advisors as of March 31, 2025

Portfolio Holdings for Boulder Wealth Advisors

Boulder Wealth Advisors holds 26 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
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 19.6 $34M 1.6M 21.53
Ishares Tr Core S&p500 Etf (IVV) 15.6 $27M 48k 561.90
Ishares Tr Msci Usa Qlt Fct (QUAL) 13.3 $23M 134k 170.89
Ishares Tr Rus 1000 Grw Etf (IWF) 12.7 $22M 61k 361.09
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 12.6 $22M 534k 40.41
Ishares Tr Ultra Short-term (ICSH) 6.2 $11M 210k 50.70
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 5.2 $9.0M 192k 47.04
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 4.8 $8.3M 163k 50.85
Ishares Tr Esg Awr Msci Usa (ESGU) 2.3 $3.9M 32k 121.91
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.9 $3.3M 42k 80.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $2.1M 4.0k 532.58
Apple (AAPL) 0.9 $1.5M 6.7k 222.12
Microsoft Corporation (MSFT) 0.6 $1.0M 2.7k 375.38
Broadcom (AVGO) 0.6 $973k 5.8k 167.42
NVIDIA Corporation (NVDA) 0.4 $688k 6.4k 108.38
Select Sector Spdr Tr Technology (XLK) 0.4 $634k 3.1k 206.48
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $440k 787.00 559.20
Meta Platforms Cl A (META) 0.2 $427k 741.00 576.38
Vanguard World Mega Cap Val Etf (MGV) 0.2 $322k 2.5k 128.84
Amazon (AMZN) 0.2 $297k 1.6k 190.26
Alphabet Cap Stk Cl C (GOOG) 0.2 $288k 1.8k 156.20
Alphabet Cap Stk Cl A (GOOGL) 0.1 $228k 1.5k 154.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $217k 463.00 468.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $210k 409.00 513.91
Palo Alto Networks (PANW) 0.1 $206k 1.2k 170.64
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $205k 3.1k 65.76