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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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