Boulder Wealth Advisors, LLC Portfolio Holdings

Boulder Wealth Advisors, LLC

$184 Million
Q3 2024

Boulder Wealth Advisors, LLC has filed its 13F form on December 03, 2024 for Q3 2024 where it was disclosed a total value porftolio of $184 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $33.4M, Ishares Core S&P 500 ETF with a value of $26.8M, Ishares Msci Usa Quality Facto with a value of $22.8M, Ishares Trust Ishares Esg Awar with a value of $22M, and Ishares Russell 1000 Gr ETF with a value of $20.7M.

Examining the 13F form we can see an increase of $12.6M in the current position value, from $171M to 184M.

Boulder Wealth Advisors, LLC is based out at Boulder, CO

Below you can find more details about Boulder Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $184 Million

ETFs: $176 Million

Technology: $4.56 Million

Financial Services: $1.69 Million

Communication Services: $991,000

Consumer Cyclical: $470,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
AVGO Broadcom Inc. Technology	$89.4B	$1.01 Million 0.55% of portfolio	5,830	Q3 2024 Added 868.44%
PANW Palo Alto Networks Inc Technology	$55.9B	$214,000 0.12% of portfolio	627	Q3 2024 New

Summary

Portfolio
No. of Stocks 27
Current Value $184 Million
Prior Value $171 Million
Filing
Period Q3 2024
Filing Date December 03, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 2 stocks
Additional Purchases 16 stocks
Sold out of 0 stocks
Reduced holdings in 4 stocks

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Boulder Wealth Advisors, LLC Portfolio Holdings