Boulder Wealth Advisors, LLC Portfolio Holdings

Boulder Wealth Advisors, LLC

  • $172 Million
  • Q1 2025

Boulder Wealth Advisors, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $172 Million distributed in 26 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 $33.6M, Ishares Core S&P 500 ETF with a value of $26.9M, Ishares Msci Usa Quality Facto with a value of $22.9M, Ishares Russell 1000 Gr ETF with a value of $21.9M, and Invesco Exchange Traded Fd Tr with a value of $21.6M.

Examining the 13F form we can see an decrease of $22.2M in the current position value, from $194M to 172M.

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 $172 Million
ETFs: $164 Million
Technology: $4.39 Million
Financial Services: $2.11 Million
Communication Services: $941,000
Consumer Cyclical: $296,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.6 Million 19.56% of portfolio
1,560,616
Q1 2025 Added 2.32%
$0
$26.9 Million 15.63% of portfolio
47,794
Q1 2025 Added 1.88%
$0
$22.9 Million 13.33% of portfolio
134,051
Q1 2025 Added 2.16%
$0
$21.9 Million 12.74% of portfolio
60,603
Q1 2025 Reduced 0.67%
$0
$21.6 Million 12.57% of portfolio
534,386
Q1 2025 Added 13.9%
$0
$10.7 Million 6.2% of portfolio
210,213
Q1 2025 Added 58.07%
$0
$9.01 Million 5.24% of portfolio
191,512
Q1 2025 Added 3.69%
$0
$8.3 Million 4.83% of portfolio
163,246
Q1 2025 Added 47.21%
$0
$3.91 Million 2.27% of portfolio
32,056
Q1 2025 Reduced 81.74%
$0
$3.34 Million 1.94% of portfolio
41,549
Q1 2025 Added 3.03%
$655B
$2.11 Million 1.23% of portfolio
3,962
Q1 2025 Added 3.12%
$3.22T
$1.49 Million 0.87% of portfolio
6,722
Q1 2025 Added 3.35%
$3.41T
$1.03 Million 0.6% of portfolio
2,739
Q1 2025 Added 1.26%
$97B
$972,000 0.57% of portfolio
5,810
Q1 2025 Added 1.17%
$336B
$688,000 0.4% of portfolio
6,351
Q1 2025 Added 4.49%
$0
$633,000 0.37% of portfolio
3,068
Q1 2024 New
$1.45T
$427,000 0.25% of portfolio
741
Q1 2025 Added 3.93%
$0
$321,000 0.19% of portfolio
2,496
Q1 2024 New
$2.09T
$296,000 0.17% of portfolio
1,559
Q1 2025 Added 1.7%
$1.06T
$287,000 0.17% of portfolio
1,843
Q1 2025 Reduced 7.71%
$1.03T
$227,000 0.13% of portfolio
1,471
Q1 2025 Reduced 0.07%
$0
$217,000 0.13% of portfolio
463
Q1 2025 Added 13.48%
$0
$210,000 0.12% of portfolio
409
Q4 2024 Reduced 8.09%
$56.2B
$205,000 0.12% of portfolio
1,204
Q1 2025 Reduced 2.11%
$0
$205,000 0.12% of portfolio
3,123
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $172 Million
  • Prior Value $194 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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