Bsw Wealth Partners Purchases and Sells in Q2 2025

Bsw Wealth Partners

$719 Million
Q2 2025

Top Buys

Incresed Positions

121 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	11.8K + 6.79%	$498.8 - $620.9 $5.91M - $7.35M	186K $116M
AVDE	25.2K + 4.22%	$59.32 - $74.36 $1.49M - $1.87M	622K $46M
AVUS	23.3K + 6.79%	$81.38 - $100.82 $1.89M - $2.34M	366K $36.9M
MUB	49.4K + 193.88%	$102.31 - $105.8 $5.05M - $5.23M	74.9K $7.82M
NVDA	1.11K + 1.58%	$94.31 - $157.99 $105K - $176K	71.7K $11.3M
AOR	43K + 25.37%	$53.36 - $61.57 $2.3M - $2.65M	213K $13.1M

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBM	4.18K New	$221.03 - $294.78 $923K - $1.23M	4.18K $1.23M
COF	2.16K New	$150.57 - $212.76 $324K - $458K	2.16K $458K
CRWD	600 New	$321.63 - $509.31 $193K - $306K	600 $305K
KB	3.61K New	$46.88 - $82.59 $169K - $298K	3.61K $298K
MRVL	3.65K New	$49.38 - $79.97 $180K - $292K	3.65K $282K
HUBB	639 New	$315.94 - $408.41 $202K - $261K	639 $260K

Top Sells

Reduced Positions

151 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	-107K - 14.22%	$48.13 - $49.85 $5.15M - $5.33M	645K $31.6M
AAPL	-4.15K - 4.11%	$172.42 - $223.89 $716K - $930K	96.9K $19.9M
MGV	-16.9K - 26.39%	$114.87 - $131.25 $1.94M - $2.22M	47.2K $6.2M
IEFA	-29K - 17.1%	$67.83 - $84.09 $1.96M - $2.43M	140K $11.7M
NULV	-25.1K - 20.75%	$36.02 - $41.92 $905K - $1.05M	95.9K $4.02M
IWM	-5.58K - 21.89%	$174.82 - $215.79 $975K - $1.2M	19.9K $4.3M

Activity Summary All Purchases 146 New Holdings 25 Increased Positions 121 All Sells 151 Reductions 151 Sold out 0 Calls 0 Puts 0

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