Bsw Wealth Partners Purchases in Q4 2024

Bsw Wealth Partners

  • $676 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
7.37K
+ 7.17%
$221.69 - $259.02 $1.63M - $1.91M
110K $27.6M
MUB
Ishares National Muni Bond ETF

ETFs
31.8K
+ 663.48%
$105.78 - $108.7 $3.36M - $3.45M
36.5K $3.89M
IVV
Ishares Core S&P 500 ETF

ETFs
1.33K
+ 0.76%
$570.51 - $610.59 $761K - $815K
177K $104M
VTI
Vanguard Total Stock Market Et

ETFs
8.04K
+ 55.35%
$280.04 - $302.45 $2.25M - $2.43M
22.6K $6.54M
AVUS
American Centy ETF Tr Avantis

ETFs
15K
+ 4.53%
$94.36 - $102.06 $1.42M - $1.53M
346K $33.6M
NVDA
Nvidia Corp

Technology
6.5K
+ 9.28%
$117.0 - $148.88 $761K - $968K
76.5K $10.3M
AMZN
Amazon Com Inc

Consumer Cyclical
1.58K
+ 5.07%
$180.88 - $232.93 $286K - $368K
32.8K $7.19M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
22.7K
New
$50.67 - $50.9 $1.15M - $1.16M
22.7K $1.15M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
8.63K
New
$115.08 - $119.55 $993K - $1.03M
8.63K $997K
AVGO
Broadcom Inc.

Technology
433
+ 2.96%
$159.67 - $250.0 $69.1K - $108K
15.1K $3.49M
GOOG
Alphabet Inc.

Communication Services
1.21K
+ 5.18%
$163.08 - $198.16 $197K - $239K
24.5K $4.66M
AVUV
American Centy ETF Tr Avantis

ETFs
7.54K
+ 12.0%
$94.37 - $106.41 $711K - $802K
70.4K $6.79M
MSFT
Microsoft Corp

Technology
2.11K
+ 11.58%
$406.35 - $454.46 $857K - $959K
20.3K $8.57M
TSLA
Tesla, Inc.

Consumer Cyclical
461
+ 14.42%
$213.65 - $479.86 $98.5K - $221K
3.66K $1.48M
VEA
Vanguard Ftse Developed Market

ETFs
22.3K
+ 23.69%
$47.57 - $52.44 $1.06M - $1.17M
116K $5.57M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
682
+ 6.0%
$521.84 - $558.82 $356K - $381K
12K $6.49M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.59K
New
$174.22 - $187.62 $451K - $486K
2.59K $453K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.42K
New
$131.66 - $144.0 $451K - $493K
3.42K $452K
V
Visa Inc.

Financial Services
442
+ 7.51%
$273.87 - $320.91 $121K - $142K
6.33K $2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.4K
+ 27.03%
$44.04 - $49.49 $548K - $615K
58.4K $2.57M
BX
Blackstone Inc.

Financial Services
1.64K
+ 36.06%
$148.45 - $199.05 $244K - $327K
6.2K $1.07M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
845
New
$417.69 - $450.94 $353K - $381K
845 $359K
NFLX
Netflix Inc

Communication Services
96
+ 6.55%
$687.65 - $936.56 $66K - $89.9K
1.56K $1.39M
DIS
Walt Disney CO

Communication Services
1.17K
+ 8.55%
$92.39 - $117.6 $108K - $137K
14.8K $1.65M
CRM
Salesforce, Inc.

Technology
321
+ 8.72%
$270.87 - $367.87 $86.9K - $118K
4K $1.34M
QQQ
Invesco Qqq Trust, Series 1

ETFs
500
+ 16.17%
$481.22 - $538.17 $241K - $269K
3.59K $1.84M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.45K
+ 117.8%
$96.64 - $101.23 $334K - $350K
6.39K $618K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
546
+ 6.49%
$172.07 - $207.36 $94K - $113K
8.96K $1.77M
SONY
Sony Group Corp

Technology
14.3K
New
$17.53 - $96.8 $250K - $1.38M
14.3K $301K
LMT
Lockheed Martin Corp

Industrials
750
+ 89.5%
$479.66 - $614.62 $360K - $461K
1.59K $771K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
658
+ 1.02%
$100.18 - $109.1 $65.9K - $71.8K
65.1K $6.83M
SHOP
Shopify Inc.

Technology
2.53K
New
$78.14 - $119.49 $198K - $302K
2.53K $269K
IBM
International Business Machines Corp

Technology
1.19K
+ 35.4%
$204.9 - $238.04 $244K - $283K
4.55K $999K
NOW
Service Now, Inc.

Technology
113
+ 13.6%
$867.18 - $1148.42 $98K - $130K
944 $1M
MS
Morgan Stanley

Financial Services
1.1K
+ 20.1%
$104.42 - $134.99 $115K - $149K
6.59K $828K
BAC
Bank Of America Corp

Financial Services
5.71K
New
$39.22 - $47.77 $224K - $273K
5.71K $250K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.17K
New
$59.25 - $72.99 $247K - $305K
4.17K $249K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
1.56K
+ 6.72%
$192.71 - $203.05 $301K - $317K
24.8K $4.8M
COP
Conocophillips

Energy
2.4K
New
$95.12 - $114.72 $228K - $275K
2.4K $238K
CAT
Caterpillar Inc

Industrials
813
+ 40.07%
$360.37 - $416.88 $293K - $339K
2.84K $1.03M
INTC
Intel Corp

Technology
18.7K
+ 44.19%
$19.07 - $26.23 $356K - $490K
60.9K $1.22M
WFC
Wells Fargo & Company

Financial Services
3.27K
New
$54.98 - $77.35 $180K - $253K
3.27K $229K
JCI
Johnson Controls International PLC

Industrials
2.75K
New
$74.23 - $86.6 $204K - $238K
2.75K $217K
MET
Metlife Inc

Financial Services
2.63K
New
$78.15 - $88.25 $206K - $232K
2.63K $215K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.65K
New
$109.06 - $140.54 $180K - $232K
1.65K $213K
CMI
Cummins Inc

Industrials
607
New
$324.93 - $383.42 $197K - $233K
607 $211K
IAU
Ishares Gold Trust

ETFs
4.76K
+ 3.43%
$48.37 - $52.65 $230K - $251K
144K $7.12M
VB
Vanguard Small Cap ETF

ETFs
806
+ 19.47%
$233.76 - $261.58 $188K - $211K
4.95K $1.19M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.3K
New
$87.42 - $98.06 $201K - $226K
2.3K $205K
Activity Summary
Buys All Purchases 212 New Holdings 25 Increased Positions 187 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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