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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$612B
$1.13 Million 1.01% of portfolio
3,657
Q4 2022 New
$3.62T
$766,000 0.69% of portfolio
5,896
Q4 2022 New
$3.09T
$230,000 0.21% of portfolio
960
Q4 2022 New
$1.06T
$121,000 0.11% of portfolio
1,362
Q4 2022 New
$2.06T
$77,000 0.07% of portfolio
921
Q4 2022 New
$1.03T
$74,000 0.07% of portfolio
840
Q4 2022 New
$1.01T
$63,000 0.06% of portfolio
510
Q4 2022 New
$203B
$55,000 0.05% of portfolio
500
Q4 2022 New
$354B
$50,000 0.04% of portfolio
340
Q4 2022 New
$720B
$43,000 0.04% of portfolio
320
Q4 2022 New
$203B
$39,000 0.03% of portfolio
113
Q4 2022 New
$292B
$31,000 0.03% of portfolio
194
Q4 2022 New
$498B
$17,000 0.02% of portfolio
50
Q4 2022 New
$210B
$23,000 0.02% of portfolio
265
Q4 2022 New
$403B
$20,000 0.02% of portfolio
114
Q4 2022 New
$325B
$7,000 0.01% of portfolio
50
Q4 2022 New
$234B
$10,000 0.01% of portfolio
30
Q4 2022 New
$267B
$0 0.0% of portfolio
1
Q4 2022 New
$218B
$2,000 0.0% of portfolio
36
Q4 2022 New
$219B
$0 0.0% of portfolio
1
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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