Boulder Wealth Advisors, LLC Portfolio Holdings

Boulder Wealth Advisors, LLC

  • $194 Million
  • Q4 2024

Boulder Wealth Advisors, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $194 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 $34.6M, Ishares Core S&P 500 ETF with a value of $27.6M, Ishares Russell 1000 Gr ETF with a value of $24.5M, Ishares Msci Usa Quality Facto with a value of $23.4M, and Ishares Trust Ishares Esg Awar with a value of $22.6M.

Examining the 13F form we can see an increase of $10M in the current position value, from $184M to 194M.

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 $194 Million
ETFs: $185 Million
Technology: $5.14 Million
Financial Services: $1.74 Million
Communication Services: $1.08 Million
Consumer Cyclical: $649,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$34.6 Million 17.85% of portfolio
1,525,273
Q4 2024 Added 203.65%
$0
$27.6 Million 14.23% of portfolio
46,914
Q4 2024 Added 1.09%
$0
$24.5 Million 12.63% of portfolio
61,014
Q4 2024 Added 10.58%
$0
$23.4 Million 12.04% of portfolio
131,215
Q4 2024 Added 3.22%
$0
$22.6 Million 11.66% of portfolio
175,552
Q4 2024 Added 0.69%
$0
$18.9 Million 9.75% of portfolio
469,184
Q4 2024 Added 28.26%
$0
$8.51 Million 4.39% of portfolio
184,703
Q4 2024 Reduced 1.02%
$0
$7.47 Million 3.85% of portfolio
75,873
Q4 2024 Added 1.26%
$0
$6.71 Million 3.46% of portfolio
132,984
Q4 2024 Reduced 10.06%
$0
$5.62 Million 2.9% of portfolio
110,897
Q4 2024 Reduced 13.14%
$0
$3.54 Million 1.83% of portfolio
40,328
Q4 2024 Added 6.26%
$624B
$1.74 Million 0.9% of portfolio
3,842
Q4 2024 Added 4.6%
$3.93T
$1.63 Million 0.84% of portfolio
6,504
Q4 2024 Reduced 2.71%
$94.4B
$1.33 Million 0.69% of portfolio
5,743
Q4 2024 Reduced 1.49%
$3.04T
$1.14 Million 0.59% of portfolio
2,705
Q4 2024 Added 5.29%
$346B
$816,000 0.42% of portfolio
6,078
Q4 2024 Added 8.44%
$0
$461,000 0.24% of portfolio
787
Q1 2024 New
$1.66T
$420,000 0.22% of portfolio
713
Q3 2024 Added 2.15%
$1.14T
$380,000 0.2% of portfolio
1,997
Q4 2024 Reduced 1.63%
$2.33T
$336,000 0.17% of portfolio
1,533
Q4 2024 Added 19.3%
$1.12T
$313,000 0.16% of portfolio
776
Q4 2024 Reduced 12.32%
$0
$311,000 0.16% of portfolio
2,496
Q1 2024 New
$1.11T
$278,000 0.14% of portfolio
1,472
Q2 2024 Reduced 18.85%
$0
$208,000 0.11% of portfolio
408
Q4 2024 New
$59.9B
$223,000 0.11% of portfolio
1,230
Q4 2024 Added 96.17%
$0
$220,000 0.11% of portfolio
409
Q4 2024 Reduced 8.09%

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $194 Million
  • Prior Value $184 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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