Boulder Wealth Advisors, LLC Portfolio Holdings

Boulder Wealth Advisors, LLC

  • $184 Million
  • Q3 2024

Boulder Wealth Advisors, LLC has filed its 13F form on December 03, 2024 for Q3 2024 where it was disclosed a total value porftolio of $184 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 $33.4M, Ishares Core S&P 500 ETF with a value of $26.8M, Ishares Msci Usa Quality Facto with a value of $22.8M, Ishares Trust Ishares Esg Awar with a value of $22M, and Ishares Russell 1000 Gr ETF with a value of $20.7M.

Examining the 13F form we can see an increase of $12.6M in the current position value, from $171M to 184M.

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 $184 Million
ETFs: $176 Million
Technology: $4.56 Million
Financial Services: $1.69 Million
Communication Services: $991,000
Consumer Cyclical: $470,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$590B
$1.69 Million 0.92% of portfolio
3,673
Q3 2024 Added 0.08%
$4.09T
$1.56 Million 0.85% of portfolio
6,685
Q3 2024 Added 1.3%
$3.25T
$1.11 Million 0.6% of portfolio
2,569
Q3 2024 Added 0.98%
$336B
$680,000 0.37% of portfolio
5,605
Q3 2024 Reduced 12.01%
$1.32T
$408,000 0.22% of portfolio
713
Q3 2024 Added 2.15%
$1.17T
$339,000 0.18% of portfolio
2,030
Q3 2024 Added 11.54%
$2.29T
$239,000 0.13% of portfolio
1,285
Q3 2024 Added 11.74%
$1.14T
$244,000 0.13% of portfolio
1,472
Q2 2024 Reduced 18.85%
$1.33T
$231,000 0.13% of portfolio
885
Q3 2024 Reduced 26.98%

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $184 Million
  • Prior Value $171 Million
  • Filing
  • Period Q3 2024
  • Filing Date December 03, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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