Boulder Wealth Advisors, LLC Purchases and Sells in Q3 2025

Boulder Wealth Advisors, LLC

$207 Million
Q3 2025

Top Buys

Incresed Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	21.2K + 44.42%	$620.67 - $670.08 $13.2M - $14.2M	69K $46.2M
SCHB	12.1K + 0.78%	$23.82 - $25.84 $289K - $313K	1.57M $40.4M
IWF	514 + 0.85%	$420.11 - $472.68 $216K - $243K	61.1K $28.6M
QUAL	11.5K + 8.56%	$182.33 - $194.5 $2.09M - $2.23M	146K $28.3M
AVGO	1.02K + 17.57%	$264.74 - $369.57 $270K - $377K	6.83K $2.25M
ESGU	2.09K + 6.51%	$134.94 - $145.86 $282K - $304K	34.1K $4.97M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JMUB	186K New	$49.09 - $50.58 $9.11M - $9.39M	186K $9.37M
NEAR	15.2K New	$50.8 - $51.32 $771K - $779K	15.2K $778K
TSLA	630 New	$293.94 - $444.72 $185K - $280K	630 $280K
XEL	3.27K New	$67.56 - $80.65 $221K - $264K	3.27K $263K
J P MORGAN EXCHANGE TRADED F	156K New	N/A	156K $0

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ICSH	-170K - 80.63%	$50.52 - $50.75 $8.56M - $8.6M	40.7K $2.07M
JCPB	-162K - 84.63%	$46.37 - $47.77 $7.52M - $7.74M	29.4K $1.4M
PRF	-74.3K - 13.9%	$42.04 - $45.23 $3.12M - $3.36M	460K $20.8M
JMST	-3.9K - 2.39%	$50.81 - $51.07 $198K - $199K	159K $8.13M
NVDA	-2.61K - 41.02%	$153.3 - $186.58 $399K - $486K	3.75K $698K
GOOG	-426 - 23.11%	$175.16 - $255.24 $74.6K - $109K	1.42K $345K

Activity Summary All Purchases 17 New Holdings 5 Increased Positions 12 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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