Bsw Wealth Partners Purchases in Q2 2025

Bsw Wealth Partners

  • $719 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
11.8K
+ 6.79%
$498.8 - $620.9 $5.91M - $7.35M
186K $116M
AVDE
American Centy ETF Tr Avantis

ETFs
25.2K
+ 4.22%
$59.32 - $74.36 $1.49M - $1.87M
622K $46M
AVUS
American Centy ETF Tr Avantis

ETFs
23.3K
+ 6.79%
$81.38 - $100.82 $1.89M - $2.34M
366K $36.9M
MUB
Ishares National Muni Bond ETF

ETFs
49.4K
+ 193.88%
$102.31 - $105.8 $5.05M - $5.23M
74.9K $7.82M
NVDA
Nvidia Corp

Technology
1.11K
+ 1.58%
$94.31 - $157.99 $105K - $176K
71.7K $11.3M
AOR
Ishares Tr Core Growth Allocat

ETFs
43K
+ 25.37%
$53.36 - $61.57 $2.3M - $2.65M
213K $13.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
852
+ 1.83%
$496.48 - $617.85 $423K - $526K
47.5K $29.3M
IDEV
Ishares Core Msci Intl Develop

ETFs
13.3K
+ 4.39%
$61.79 - $76.67 $819K - $1.02M
315K $24M
AVEM
American Centy ETF Tr Avantis

ETFs
14.3K
+ 7.28%
$53.08 - $68.54 $757K - $978K
210K $14.4M
VGIT
Vanguard Intermediate Term Tre

ETFs
36.7K
+ 7.91%
$58.63 - $59.9 $2.15M - $2.2M
501K $29.9M
VEA
Vanguard Ftse Developed Market

ETFs
22.5K
+ 18.21%
$45.65 - $57.01 $1.03M - $1.28M
146K $8.32M
AVUV
American Centy ETF Tr Avantis

ETFs
17.6K
+ 25.06%
$75.17 - $91.21 $1.32M - $1.6M
87.6K $7.98M
AVES
American Centy ETF Tr Avantis

ETFs
11K
+ 6.0%
$42.02 - $53.63 $462K - $589K
194K $10.4M
XLK
Technology Sector Spdr

ETFs
5.55K
+ 155.8%
$179.73 - $253.23 $997K - $1.4M
9.11K $2.31M
VTI
Vanguard Total Stock Market Et

ETFs
2.53K
+ 10.81%
$243.75 - $303.93 $617K - $769K
25.9K $7.88M
IBM
International Business Machines Corp

Technology
4.18K
New
$221.03 - $294.78 $923K - $1.23M
4.18K $1.23M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
3.11K
+ 12.52%
$170.2 - $211.82 $530K - $660K
28K $5.93M
META
Meta Platforms, Inc.

Communication Services
63
+ 1.32%
$484.66 - $738.09 $30.5K - $46.5K
4.83K $3.57M
DELL
Dell Technologies Inc.

Technology
2.1K
+ 12.0%
$71.63 - $125.98 $150K - $264K
19.6K $2.4M
IAU
Ishares Gold Trust

ETFs
3.65K
+ 2.44%
$56.1 - $64.74 $205K - $236K
153K $9.57M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
265
+ 2.8%
$141.37 - $228.57 $37.5K - $60.6K
9.72K $2.2M
COF
Capital One Financial Corp

Financial Services
2.16K
New
$150.57 - $212.76 $324K - $458K
2.16K $458K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
8.56K
+ 45.71%
$33.46 - $41.33 $286K - $354K
27.3K $1.13M
VBR
Vanguard Small Cap Value ETF

ETFs
1.8K
+ 30.26%
$162.76 - $195.77 $293K - $352K
7.75K $1.51M
ACWI
Ishares Msci Acwi ETF

ETFs
48
+ 0.16%
$103.59 - $128.6 $4.97K - $6.17K
30.9K $3.97M
DIS
Walt Disney CO

Communication Services
28
+ 0.19%
$81.72 - $124.01 $2.29K - $3.47K
14.4K $1.79M
AMD
Advanced Micro Devices Inc

Technology
111
+ 1.24%
$78.21 - $143.81 $8.68K - $16K
9.08K $1.29M
NOW
Service Now, Inc.

Technology
155
+ 18.56%
$721.65 - $1040.18 $112K - $161K
990 $1.02M
INTU
Intuit Inc

Technology
11
+ 0.58%
$544.07 - $787.63 $5.98K - $8.66K
1.92K $1.51M
QQQ
Invesco Qqq Trust, Series 1

ETFs
27
+ 0.74%
$416.06 - $551.64 $11.2K - $14.9K
3.68K $2.03M
CRWD
Crowd Strike Holdings, Inc.

Technology
600
New
$321.63 - $509.31 $193K - $306K
600 $305K
KB
Kb Financial Group Inc.

Financial Services
3.61K
New
$46.88 - $82.59 $169K - $298K
3.61K $298K
MRVL
Marvell Technology, Inc.

Technology
3.65K
New
$49.38 - $79.97 $180K - $292K
3.65K $282K
VT
Vanguard Total World Stk Index

ETFs
565
+ 3.65%
$103.16 - $128.52 $58.3K - $72.6K
16K $2.06M
HUBB
Hubbell Inc

Industrials
639
New
$315.94 - $408.41 $202K - $261K
639 $260K
ECL
Ecolab Inc.

Basic Materials
954
New
$225.65 - $270.95 $215K - $258K
954 $257K
ROK
Rockwell Automation, Inc

Industrials
739
New
$218.97 - $332.17 $162K - $245K
739 $245K
SPOT
Spotify Technology S.A.

Communication Services
316
New
$503.3 - $775.9 $159K - $245K
316 $242K
GS
Goldman Sachs Group Inc

Financial Services
10
+ 0.7%
$462.22 - $707.75 $4.62K - $7.08K
1.44K $1.02M
ETN
Eaton Corp PLC

Industrials
664
New
$246.52 - $356.99 $164K - $237K
664 $237K
LUMN
Lumen Technologies, Inc.

Communication Services
34.9K
+ 19.37%
$3.07 - $4.51 $107K - $157K
215K $942K
COIN
Coinbase Global, Inc.

Technology
660
New
$151.47 - $375.07 $100K - $248K
660 $231K
BAC
Bank Of America Corp

Financial Services
4.8K
New
$34.39 - $47.46 $165K - $228K
4.8K $227K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
797
New
$201.28 - $266.34 $160K - $212K
797 $212K
AXP
American Express CO

Financial Services
30
+ 0.74%
$231.39 - $318.98 $6.94K - $9.57K
4.06K $1.29M
VTHR
Vanguard Russell 3000 ETF

ETFs
771
New
$218.71 - $272.75 $169K - $210K
771 $210K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.28K
New
$52.31 - $63.72 $172K - $209K
3.28K $209K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.1K
New
$54.19 - $67.22 $168K - $209K
3.1K $208K
BAP
Credicorp LTD

Financial Services
913
New
$169.89 - $223.9 $155K - $204K
913 $204K
Activity Summary
Buys All Purchases 146 New Holdings 25 Increased Positions 121 Sells All Sells 151 Reductions 151 Sold out 0 Options Calls 0 Puts 0
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