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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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