Boulder Wealth Advisors, LLC Portfolio Holdings

Boulder Wealth Advisors, LLC

  • $112 Million
  • Q4 2022

Boulder Wealth Advisors, LLC has filed its 13F form on February 21, 2023 for Q4 2022 where it was disclosed a total value porftolio of $112 Million distributed in 138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $16.8M, Schwab Strategic Tr Us Broad M with a value of $13.7M, Vanguard Whitehall Fds (Vangua with a value of $12.4M, Ishares Trust Ishares Esg Awar with a value of $12M, and Spdr Portfolio with a value of $10.9M.

Examining the 13F form we can see an increase of $112M in the current position value.

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 $112 Million
ETFs: $107 Million
Technology: $1.49 Million
Financial Services: $1.31 Million
Healthcare: $268,000
Communication Services: $228,000
Consumer Cyclical: $191,000
Industrials: $85,000
Energy: $23,000
Other: $12,000

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$66.8B
$314,000 0.28% of portfolio
561
Q4 2022 New
$186B
$84,000 0.08% of portfolio
315
Q4 2022 New
$60.3B
$58,000 0.05% of portfolio
476
Q4 2022 New
$101B
$50,000 0.04% of portfolio
774
Q4 2022 New
$29.8B
$40,000 0.04% of portfolio
1,066
Q4 2022 New
$152B
$42,000 0.04% of portfolio
161
Q4 2022 New
$129B
$20,000 0.02% of portfolio
263
Q4 2022 New
$83.6B
$19,000 0.02% of portfolio
100
Q4 2022 New
$43.5B
$27,000 0.02% of portfolio
2,294
Q4 2022 New
$34.1B
$25,000 0.02% of portfolio
628
Q4 2022 New
$47.4B
$10,000 0.01% of portfolio
100
Q4 2022 New
$32.5B
$9,000 0.01% of portfolio
200
Q4 2022 New
$120B
$8,000 0.01% of portfolio
18
Q4 2022 New
$31.4B
$7,000 0.01% of portfolio
50
Q4 2022 New
$143B
$6,000 0.01% of portfolio
54
Q4 2022 New
$69.8B
$10,000 0.01% of portfolio
106
Q4 2022 New
$79.5B
$9,000 0.01% of portfolio
90
Q4 2022 New
$27.5B
$8,000 0.01% of portfolio
116
Q4 2022 New
$43.4B
$0 0.0% of portfolio
12
Q4 2022 New
$18.7B
$5,000 0.0% of portfolio
10
Q4 2022 New
$16.7B
$5,000 0.0% of portfolio
95
Q4 2022 New
$17.9B
$3,000 0.0% of portfolio
273
Q4 2022 New
$70B
$3,000 0.0% of portfolio
21
Q4 2022 New
$96.2B
$5,000 0.0% of portfolio
10
Q4 2022 New
$16.1B
$5,000 0.0% of portfolio
75
Q4 2022 New
$46.2B
$5,000 0.0% of portfolio
37
Q4 2022 New
$139B
$5,000 0.0% of portfolio
107
Q4 2022 New
$21.7B
$0 0.0% of portfolio
2
Q4 2022 New
$113B
$0 0.0% of portfolio
1
Q4 2022 New
$75.1B
$5,000 0.0% of portfolio
130
Q4 2022 New
$14.4B
$0 0.0% of portfolio
3
Q4 2022 New
$36.6B
$2,000 0.0% of portfolio
50
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $112 Million
  • Filing
  • Period Q4 2022
  • Filing Date February 21, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 138 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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