Bsw Wealth Partners Purchases and Sells in Q3 2025

Bsw Wealth Partners

$788 Million
Q3 2025

Top Buys

Incresed Positions

145 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	6.77K + 3.63%	$620.67 - $670.08 $4.2M - $4.53M	193K $129M
AVDE	26.3K + 4.23%	$73.24 - $79.04 $1.93M - $2.08M	648K $51.1M
AAPL	541 + 0.56%	$202.38 - $256.87 $109K - $139K	97.4K $24.8M
AVUS	16.6K + 4.54%	$101.2 - $109.16 $1.68M - $1.81M	383K $41.6M
IDEV	31.7K + 10.04%	$74.68 - $80.26 $2.36M - $2.54M	347K $27.8M
VGIT	40.2K + 8.04%	$58.97 - $60.36 $2.37M - $2.43M	541K $32.5M

New Holdings

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PLTR	22.7K New	$130.68 - $186.97 $2.97M - $4.25M	22.7K $4.14M
AWK	5K New	$135.05 - $147.0 $675K - $735K	5K $695K
XYL	3.79K New	$129.67 - $147.5 $492K - $559K	3.79K $559K
SJM	4.25K New	$102.24 - $113.2 $434K - $481K	4.25K $461K
RPM	3.32K New	$110.07 - $128.23 $366K - $426K	3.32K $391K
REGN	684 New	$534.91 - $598.71 $366K - $410K	684 $384K

Top Sells

Reduced Positions

116 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	-4.87K - 15.58%	$211.65 - $238.24 $1.03M - $1.16M	26.4K $5.79M
ACN	-1.37K - 37.48%	$232.56 - $304.78 $319K - $418K	2.29K $563K
MUB	-5.75K - 7.68%	$103.24 - $106.68 $594K - $614K	69.1K $7.36M
DOV	-2.02K - 31.24%	$165.59 - $190.9 $335K - $386K	4.45K $742K
DE	-529 - 36.56%	$457.26 - $524.37 $242K - $277K	918 $419K
ADBE	-678 - 51.4%	$333.65 - $392.1 $226K - $266K	641 $226K

Activity Summary All Purchases 178 New Holdings 33 Increased Positions 145 All Sells 116 Reductions 116 Sold out 0 Calls 0 Puts 0

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