Bsw Wealth Partners Purchases and Sells in Q1 2025

Bsw Wealth Partners

$653 Million
Q1 2025

Top Buys

Incresed Positions

112 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVDE	5.79K + 0.98%	$60.63 - $68.55 $351K - $397K	597K $39.5M
VGIT	35.2K + 8.22%	$57.44 - $59.4 $2.02M - $2.09M	464K $27.6M
IDEV	10.8K + 3.71%	$63.77 - $71.36 $689K - $771K	302K $20.8M
IAU	6.05K + 4.21%	$49.74 - $58.96 $301K - $357K	150K $8.83M
VEA	6.91K + 5.93%	$47.4 - $52.99 $328K - $366K	123K $6.27M
AOR	7.21K + 4.44%	$56.63 - $59.39 $408K - $428K	170K $9.77M

New Holdings

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SNY	8.11K New	$48.15 - $59.42 $391K - $482K	8.11K $449K
GRMN	1.82K New	$204.55 - $241.93 $372K - $440K	1.82K $394K
DASH	1.94K New	$168.37 - $213.38 $327K - $414K	1.94K $354K
XLF	6.27K New	$47.32 - $52.19 $297K - $327K	6.27K $312K
AFL	2.64K New	$100.99 - $111.19 $267K - $294K	2.64K $293K
SCHD	9.42K New	$27.01 - $28.54 $255K - $269K	9.42K $263K

Top Sells

Reduced Positions

149 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-3.05K - 1.72%	$554.06 - $615.85 $1.69M - $1.88M	174K $98M
AAPL	-9.15K - 8.3%	$209.68 - $247.1 $1.92M - $2.26M	101K $22.4M
NVDA	-5.91K - 7.73%	$106.98 - $149.43 $633K - $884K	70.6K $7.65M
AVUS	-3.83K - 1.1%	$90.7 - $101.57 $347K - $389K	343K $31.7M
MSFT	-2.54K - 12.5%	$375.39 - $447.2 $954K - $1.14M	17.8K $6.68M
SPY	-581 - 1.23%	$551.42 - $612.93 $320K - $356K	46.6K $26.1M

Activity Summary All Purchases 139 New Holdings 27 Increased Positions 112 All Sells 149 Reductions 149 Sold out 0 Calls 0 Puts 0

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