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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.8 Million 15.05% of portfolio
43,785
Q4 2022 New
$0
$13.7 Million 12.28% of portfolio
306,330
Q4 2022 New
$0
$12.4 Million 11.06% of portfolio
114,235
Q4 2022 New
$0
$12 Million 10.7% of portfolio
141,105
Q4 2022 New
$0
$10.9 Million 9.75% of portfolio
215,018
Q4 2022 New
$0
$9.95 Million 8.9% of portfolio
105,574
Q4 2022 New
$0
$8.24 Million 7.37% of portfolio
167,268
Q4 2022 New
$0
$7.16 Million 6.41% of portfolio
94,802
Q4 2022 New
$0
$5.67 Million 5.07% of portfolio
113,239
Q4 2022 New
$0
$4.97 Million 4.45% of portfolio
23,200
Q4 2022 New
$0
$1.94 Million 1.73% of portfolio
38,638
Q4 2022 New
$0
$1.19 Million 1.06% of portfolio
5,628
Q4 2022 New
$614B
$1.13 Million 1.01% of portfolio
3,657
Q4 2022 New
$0
$1.02 Million 0.91% of portfolio
20,119
Q4 2022 New
$3.69T
$766,000 0.69% of portfolio
5,896
Q4 2022 New
$0
$671,000 0.6% of portfolio
6,100
Q4 2022 New
$3.11T
$230,000 0.21% of portfolio
960
Q4 2022 New
$0
$144,000 0.13% of portfolio
3,049
Q4 2022 New
$0
$137,000 0.12% of portfolio
390
Q4 2022 New
$0
$121,000 0.11% of portfolio
1,426
Q4 2022 New
$1.01T
$121,000 0.11% of portfolio
1,362
Q4 2022 New
$194B
$84,000 0.08% of portfolio
315
Q4 2022 New
$0
$88,000 0.08% of portfolio
330
Q4 2022 New
$2.01T
$77,000 0.07% of portfolio
921
Q4 2022 New
$1T
$74,000 0.07% of portfolio
840
Q4 2022 New
$0
$80,000 0.07% of portfolio
1,725
Q4 2022 New
$1.11T
$63,000 0.06% of portfolio
510
Q4 2022 New
$0
$52,000 0.05% of portfolio
869
Q4 2022 New
$206B
$55,000 0.05% of portfolio
500
Q4 2022 New
North Las Vegas Nev Go LTD Tax Bldg Ref B Rev Clbl
-
$55,000 0.05% of portfolio
-
Q4 2022 New
$60.3B
$58,000 0.05% of portfolio
476
Q4 2022 New
$102B
$50,000 0.04% of portfolio
774
Q4 2022 New
$0
$40,000 0.04% of portfolio
189
Q4 2022 New
$0
$50,000 0.04% of portfolio
260
Q4 2022 New
$31.1B
$40,000 0.04% of portfolio
1,066
Q4 2022 New
Versailles Ky Pub Pptys Inc Re First Mtg Rev Bds Clbl
-
$46,000 0.04% of portfolio
-
Q4 2022 New
United States Treasury Bills Bill
-
$50,000 0.04% of portfolio
-
Q4 2022 New
$158B
$42,000 0.04% of portfolio
161
Q4 2022 New
United States Treasury Bills Bill
-
$50,000 0.04% of portfolio
-
Q4 2022 New
United States Treasury Bills Bill
-
$50,000 0.04% of portfolio
-
Q4 2022 New
Bowling Green St Univ Ohio Gen Gen Receipts Bds Rev Clbl
-
$42,000 0.04% of portfolio
-
Q4 2022 New
$354B
$50,000 0.04% of portfolio
340
Q4 2022 New
$729B
$43,000 0.04% of portfolio
320
Q4 2022 New
Tucson Ariz Rev Ref Obligs Clbl
-
$33,000 0.03% of portfolio
-
Q4 2022 New
Lexington Cnty S C Health Svcs Bds Rev Clbl
-
$36,000 0.03% of portfolio
-
Q4 2022 New
Miami Dade Cnty Fla Sch Brd Go Sch Bds Clbl
-
$37,000 0.03% of portfolio
-
Q4 2022 New
Miami Dade Cnty Fla Pub Facs R Rev And Ref Bds Clbl
-
$31,000 0.03% of portfolio
-
Q4 2022 New
River City Inc Ky Pkg Auth Rev First Mtg Rev Ref Bds Clbl
-
$38,000 0.03% of portfolio
-
Q4 2022 New
$206B
$39,000 0.03% of portfolio
113
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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