Boulder Wealth Advisors, LLC Purchases in Q4 2022

Boulder Wealth Advisors, LLC

  • $112 Million
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
Westminster Colo Economic Dev Rev Ref Bds Clbl
35
New
N/A
35 $35K
Tucson Ariz Rev Ref Obligs Clbl
30
New
N/A
30 $33K
Kentucky Economic Dev Fin Auth Rev Bds Clbl
30
New
N/A
30 $32K
Miami Dade Cnty Fla Pub Facs R Rev And Ref Bds Clbl
30
New
N/A
30 $31K
ABBV
Abb Vie Inc.

Healthcare
194
New
$138.31 - $165.87 $26.8K - $32.2K
194 $31K
El Monte Calif Wtr Auth Bds Rev Clbl
25
New
N/A
25 $28K
F
Ford Motor CO

Consumer Cyclical
2.29K
New
$10.95 - $14.5 $25.1K - $33.3K
2.29K $27K
SCHV
Schwab Strategic Tr Us Large C

ETFs
402
New
$59.13 - $69.24 $23.8K - $27.8K
402 $27K
Colorado Health Facs Auth Rev Bds Clbl
25
New
N/A
25 $27K
New York N Y Tax Exempt Go Bds Clbl
25
New
N/A
25 $26K
DIS
Walt Disney CO

Communication Services
265
New
$84.16 - $106.54 $22.3K - $28.2K
265 $23K
South Broward Hosp Dist Fla Re Ref Rev Bds
20
New
N/A
20 $21K
BX
Blackstone Inc.

Financial Services
263
New
$72.15 - $108.77 $19K - $28.6K
263 $20K
United States Treasury Notes Note
20
New
N/A
20 $20K
JNJ
Johnson & Johnson

Healthcare
114
New
$160.2 - $179.79 $18.3K - $20.5K
114 $20K
BA
Boeing CO

Industrials
100
New
$126.05 - $195.98 $12.6K - $19.6K
100 $19K
MA
Mastercard Inc

Financial Services
50
New
$286.05 - $361.17 $14.3K - $18.1K
50 $17K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
195
New
$68.86 - $79.8 $13.4K - $15.6K
195 $14K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
565
New
$19.83 - $23.5 $11.2K - $13.3K
565 $13K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
403
New
$28.0 - $33.87 $11.3K - $13.6K
403 $13K
Colorado Wtr Res & Pwr Dev Aut Rev Bds Clbl
10
New
N/A
10 $10K
PRU
Prudential Financial Inc

Financial Services
100
New
$89.19 - $110.21 $8.92K - $11K
100 $10K
CVS
Cvs Health Corp

Healthcare
106
New
$88.25 - $103.78 $9.35K - $11K
106 $10K
ADBE
Adobe Inc.

Technology
30
New
$281.52 - $345.96 $8.45K - $10.4K
30 $10K
FISV
Fiserv Inc

Technology
90
New
$94.02 - $105.46 $8.46K - $9.49K
90 $9K
NEM
Newmont Corp

Basic Materials
200
New
$37.7 - $48.75 $7.54K - $9.75K
200 $9K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
223
New
$31.03 - $36.5 $6.92K - $8.14K
223 $8K
DE
Deere & CO

Industrials
18
New
$344.05 - $445.7 $6.19K - $8.02K
18 $8K
PPA
Invesco Exchange Traded Fd Tr

ETFs
100
New
$66.43 - $80.22 $6.64K - $8.02K
100 $8K
BLDR
Builders First Source, Inc.

Industrials
116
New
$54.45 - $68.27 $6.32K - $7.92K
116 $8K
CRSP
Crispr Therapeutics Ag

Healthcare
200
New
$39.19 - $65.67 $7.84K - $13.1K
200 $8K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
146
New
$45.0 - $52.72 $6.57K - $7.7K
146 $7K
SCHO
Schwab Short Term Us Treasury

ETFs
140
New
$47.89 - $48.47 $6.7K - $6.79K
140 $7K
CRM
Salesforce, Inc.

Technology
50
New
$128.21 - $165.27 $6.41K - $8.26K
50 $7K
FANG
Diamondback Energy, Inc.

Energy
50
New
$129.52 - $167.03 $6.48K - $8.35K
50 $7K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
140
New
$44.04 - $47.03 $6.17K - $6.58K
140 $6K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
95
New
$62.41 - $70.74 $5.93K - $6.72K
95 $6K
COP
Conocophillips

Energy
54
New
$109.97 - $135.25 $5.94K - $7.3K
54 $6K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
7
New
$710.77 - $864.54 $4.98K - $6.05K
7 $6K
UNH
Unitedhealth Group Inc

Healthcare
12
New
$498.86 - $555.15 $5.99K - $6.66K
12 $6K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
215
New
$26.66 - $30.42 $5.73K - $6.54K
215 $6K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
97
New
$43.1 - $51.11 $4.18K - $4.96K
97 $5K
SUN
Sunoco LP

Energy
120
New
$38.97 - $44.85 $4.68K - $5.38K
120 $5K
TWLO
Twilio Inc

Communication Services
95
New
$42.08 - $78.03 $4K - $7.41K
95 $5K
ELV
Elevance Health, Inc.

Healthcare
10
New
$465.23 - $546.77 $4.65K - $5.47K
10 $5K
SMCI
Super Micro Computer, Inc.

Technology
55
New
$52.42 - $93.87 $2.88K - $5.16K
55 $5K
JOBY
Joby Aviation, Inc.

Industrials
1.35K
New
$3.18 - $4.82 $4.29K - $6.51K
1.35K $5K
PFE
Pfizer Inc

Healthcare
107
New
$41.75 - $54.5 $4.47K - $5.83K
107 $5K
ATVI
Activision Blizzard, Inc.

Communication Services
64
New
$71.33 - $77.36 $4.57K - $4.95K
64 $5K
Activity Summary
Buys All Purchases 138 New Holdings 138 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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