Bsw Wealth Partners Purchases in Q3 2024

Bsw Wealth Partners

  • $661 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.72K
+ 1.57%
$520.18 - $576.82 $1.41M - $1.57M
176K $102M
AVDE
American Centy ETF Tr Avantis

ETFs
22.1K
+ 3.84%
$60.09 - $67.67 $1.33M - $1.49M
597K $40M
AVUS
American Centy ETF Tr Avantis

ETFs
20.4K
+ 6.57%
$86.27 - $95.15 $1.76M - $1.94M
331K $31.5M
IDEV
Ishares Core Msci Intl Develop

ETFs
23.5K
+ 9.63%
$63.46 - $71.43 $1.49M - $1.68M
268K $19M
AAPL
Apple Inc.

Technology
2.13K
+ 2.12%
$207.23 - $234.82 $442K - $501K
103K $23.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
27.7K
+ 3.68%
$49.93 - $51.15 $1.39M - $1.42M
781K $39.9M
VGIT
Vanguard Intermediate Term Tre

ETFs
14.7K
+ 3.74%
$57.8 - $60.8 $852K - $896K
409K $24.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
298
+ 0.63%
$517.38 - $573.86 $154K - $171K
47.4K $27.2M
WD
Walker & Dunlop, Inc.

Financial Services
9.96K
+ 54.93%
$93.87 - $113.96 $934K - $1.13M
28.1K $3.19M
AVEM
American Centy ETF Tr Avantis

ETFs
6.23K
+ 3.26%
$57.2 - $65.59 $357K - $409K
197K $12.8M
AVUV
American Centy ETF Tr Avantis

ETFs
4.28K
+ 7.31%
$88.24 - $99.7 $378K - $427K
62.8K $6.03M
BNL
Broadstone Net Lease, Inc.

Real Estate
40K
New
$15.64 - $18.95 $626K - $758K
40K $758K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
717
+ 19.49%
$405.19 - $478.57 $291K - $343K
4.4K $2.02M
VTI
Vanguard Total Stock Market Et

ETFs
984
+ 7.27%
$255.18 - $283.2 $251K - $279K
14.5K $4.11M
LMT
Lockheed Martin Corp

Industrials
838
New
$460.3 - $584.56 $386K - $490K
838 $489K
IEMG
Ishares Inc

ETFs
8.22K
+ 3.55%
$53.64 - $53.64 $441K - $441K
240K $12.9M
UNP
Union Pacific Corp

Industrials
1.39K
+ 33.25%
$221.78 - $256.09 $308K - $355K
5.56K $1.37M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
688
+ 3.05%
$175.05 - $196.39 $120K - $135K
23.2K $4.56M
META
Meta Platforms, Inc.

Communication Services
190
+ 4.31%
$453.41 - $572.44 $86.1K - $109K
4.6K $2.63M
HD
Home Depot, Inc.

Consumer Cyclical
385
+ 9.66%
$333.64 - $405.2 $128K - $156K
4.37K $1.77M
UNH
Unitedhealth Group Inc

Healthcare
418
+ 20.5%
$488.01 - $604.18 $204K - $253K
2.46K $1.44M
CAG
Conagra Brands Inc.

Consumer Defensive
12.2K
New
$28.13 - $32.83 $343K - $401K
12.2K $396K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
146
+ 1.3%
$475.2 - $527.7 $69.4K - $77K
11.4K $5.99M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
451
+ 0.71%
$91.37 - $101.65 $41.2K - $45.8K
64.4K $6.55M
CTAS
Cintas Corp

Industrials
1.74K
New
$201.38 - $819.83 $351K - $1.43M
1.74K $358K
ABBV
Abb Vie Inc.

Healthcare
586
+ 6.5%
$163.84 - $199.33 $96K - $117K
9.6K $1.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
473
+ 0.56%
$57.32 - $62.65 $27.1K - $29.6K
84.7K $5.28M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
6.5K
New
$50.85 - $53.88 $331K - $350K
6.5K $349K
NVDA
Nvidia Corp

Technology
3.94K
+ 5.96%
$98.91 - $134.91 $390K - $531K
70K $8.51M
IT
Gartner Inc

Technology
646
New
$441.32 - $516.47 $285K - $334K
646 $327K
VT
Vanguard Total World Stk Index

ETFs
2.03K
+ 17.7%
$107.72 - $119.96 $219K - $244K
13.5K $1.62M
CDXC
Chroma Dex Corp.

Healthcare
88.8K
New
$2.51 - $3.8 $223K - $338K
88.8K $324K
JPM
Jpmorgan Chase & CO

Financial Services
1.1K
+ 10.15%
$194.9 - $224.8 $213K - $246K
11.9K $2.51M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.92K
New
$136.93 - $162.81 $263K - $313K
1.92K $308K
PGR
Progressive Corp

Financial Services
888
+ 75.32%
$209.46 - $259.24 $186K - $230K
2.07K $524K
PG
Procter & Gamble CO

Consumer Defensive
264
+ 0.95%
$160.76 - $177.82 $42.4K - $46.9K
28.1K $4.87M
XOM
Exxon Mobil Corp

Energy
2.15K
+ 19.97%
$109.72 - $119.0 $236K - $256K
12.9K $1.51M
JD
Jd.Com, Inc.

Consumer Cyclical
6.74K
New
$24.95 - $40.01 $168K - $270K
6.74K $269K
MRK
Merck & Co., Inc.

Healthcare
3.67K
+ 25.44%
$111.15 - $128.97 $408K - $473K
18.1K $2.06M
AVGO
Broadcom Inc.

Technology
13.2K
+ 941.45%
$136.27 - $1745.86 $1.8M - $23.1M
14.6K $2.52M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.02K
+ 69.3%
$105.53 - $118.34 $213K - $239K
4.94K $577K
K
Kellogg CO

Consumer Defensive
3.3K
New
$56.19 - $80.81 $186K - $267K
3.3K $266K
IRM
Iron Mountain Inc

Real Estate
2.22K
New
$89.69 - $119.32 $199K - $265K
2.22K $264K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2.3K
New
$104.5 - $114.97 $241K - $265K
2.3K $263K
ELV
Elevance Health, Inc.

Healthcare
499
New
$500.12 - $562.29 $250K - $281K
499 $259K
OMC
Omnicom Group Inc.

Communication Services
2.45K
New
$87.69 - $103.9 $215K - $255K
2.45K $253K
CB
Chubb LTD

Financial Services
707
+ 49.44%
$252.51 - $292.2 $179K - $207K
2.14K $616K
UBER
Uber Technologies, Inc

Technology
3.13K
+ 46.04%
$58.48 - $77.47 $183K - $242K
9.93K $745K
CMCSA
Comcast Corp

Communication Services
6K
New
$37.33 - $41.78 $224K - $251K
6K $250K
Activity Summary
Buys All Purchases 208 New Holdings 37 Increased Positions 171 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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