Bsw Wealth Partners Purchases in Q3 2025

Bsw Wealth Partners

  • $788 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
6.77K
+ 3.63%
$620.67 - $670.08 $4.2M - $4.53M
193K $129M
AVDE
American Centy ETF Tr Avantis

ETFs
26.3K
+ 4.23%
$73.24 - $79.04 $1.93M - $2.08M
648K $51.1M
AAPL
Apple Inc.

Technology
541
+ 0.56%
$202.38 - $256.87 $109K - $139K
97.4K $24.8M
AVUS
American Centy ETF Tr Avantis

ETFs
16.6K
+ 4.54%
$101.2 - $109.16 $1.68M - $1.81M
383K $41.6M
PLTR
Palantir Technologies Inc.

Technology
22.7K
New
$130.68 - $186.97 $2.97M - $4.25M
22.7K $4.14M
IDEV
Ishares Core Msci Intl Develop

ETFs
31.7K
+ 10.04%
$74.68 - $80.26 $2.36M - $2.54M
347K $27.8M
VGIT
Vanguard Intermediate Term Tre

ETFs
40.2K
+ 8.04%
$58.97 - $60.36 $2.37M - $2.43M
541K $32.5M
AOR
Ishares Tr Core Growth Allocat

ETFs
23K
+ 10.8%
$60.99 - $64.39 $1.4M - $1.48M
236K $15.2M
GOOG
Alphabet Inc.

Communication Services
745
+ 2.62%
$175.16 - $255.24 $130K - $190K
29.2K $7.11M
AVEM
American Centy ETF Tr Avantis

ETFs
7.51K
+ 3.57%
$68.33 - $75.41 $513K - $566K
218K $16.3M
AVUV
American Centy ETF Tr Avantis

ETFs
6.49K
+ 7.41%
$90.37 - $102.12 $587K - $663K
94.1K $9.37M
AVES
American Centy ETF Tr Avantis

ETFs
6.29K
+ 3.24%
$53.51 - $57.96 $337K - $365K
200K $11.5M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
2.13K
+ 7.6%
$210.88 - $226.87 $449K - $483K
30.1K $6.83M
AVGO
Broadcom Inc.

Technology
242
+ 1.66%
$264.74 - $369.57 $64.1K - $89.4K
14.8K $4.89M
GILD
Gilead Sciences, Inc.

Healthcare
7.05K
+ 184.34%
$108.22 - $120.47 $763K - $849K
10.9K $1.21M
ABBV
Abb Vie Inc.

Healthcare
1.13K
+ 11.65%
$184.85 - $231.54 $209K - $262K
10.8K $2.51M
AWK
American Water Works Company, Inc.

Utilities
5K
New
$135.05 - $147.0 $675K - $735K
5K $695K
VTI
Vanguard Total Stock Market Et

ETFs
146
+ 0.56%
$303.93 - $329.86 $44.4K - $48.2K
26.1K $8.56M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
173
+ 1.78%
$224.68 - $282.71 $38.9K - $48.9K
9.89K $2.76M
XYL
Xylem Inc.

Industrials
3.79K
New
$129.67 - $147.5 $492K - $559K
3.79K $559K
VT
Vanguard Total World Stk Index

ETFs
2.98K
+ 18.54%
$128.41 - $138.03 $382K - $411K
19K $2.62M
IEMG
Ishares Inc

ETFs
9.29K
+ 4.0%
N/A
241K $12.9M
BK
Bank Of New York Mellon Corp

Financial Services
3.52K
+ 68.13%
$90.65 - $109.75 $319K - $386K
8.68K $945K
SJM
J M Smucker CO

Consumer Defensive
4.25K
New
$102.24 - $113.2 $434K - $481K
4.25K $461K
VEA
Vanguard Ftse Developed Market

ETFs
569
+ 0.39%
$56.02 - $60.3 $31.9K - $34.3K
146K $8.77M
LOW
Lowes Companies Inc

Consumer Cyclical
1.31K
+ 50.6%
$215.01 - $273.02 $281K - $357K
3.89K $977K
RPM
Rpm International Inc

Basic Materials
3.32K
New
$110.07 - $128.23 $366K - $426K
3.32K $391K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
684
New
$534.91 - $598.71 $366K - $410K
684 $384K
TIP
Ishares Tr Tips Bd ETF

ETFs
3.28K
New
$109.11 - $111.88 $358K - $367K
3.28K $365K
META
Meta Platforms, Inc.

Communication Services
511
+ 10.58%
$695.21 - $791.73 $355K - $405K
5.34K $3.92M
BDX
Becton Dickinson & CO

Healthcare
1.82K
New
$172.41 - $199.66 $314K - $363K
1.82K $340K
PANW
Palo Alto Networks Inc

Technology
1.67K
+ 69.78%
$167.06 - $208.19 $278K - $347K
4.06K $825K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
11.4K
+ 39.85%
$14.73 - $19.31 $168K - $221K
40.1K $772K
O
Realty Income Corp

Real Estate
5.31K
New
$56.13 - $60.79 $298K - $323K
5.31K $322K
WELL
Welltower Inc.

Real Estate
1.15K
+ 24.09%
$150.71 - $178.14 $173K - $205K
5.93K $1.06M
KEYS
Keysight Technologies, Inc.

Technology
1.78K
New
$158.51 - $178.15 $282K - $317K
1.78K $311K
ACWI
Ishares Msci Acwi ETF

ETFs
95
+ 0.31%
$128.32 - $138.41 $12.2K - $13.1K
31K $4.29M
KLAC
Kla Corp

Technology
221
+ 58.93%
$843.9 - $1078.6 $187K - $238K
596 $642K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.01%
$282.78 - $316.06 $283 - $316
12K $3.78M
COF
Capital One Financial Corp

Financial Services
1.39K
+ 64.5%
$207.29 - $229.74 $288K - $319K
3.55K $753K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
19.5K
New
$13.6 - $15.52 $265K - $302K
19.5K $284K
BIIB
Biogen Inc.

Healthcare
1.99K
New
$122.68 - $148.84 $244K - $296K
1.99K $278K
TS
Tenaris Sa

Energy
7.69K
New
$34.66 - $38.85 $267K - $299K
7.69K $275K
HD
Home Depot, Inc.

Consumer Cyclical
200
+ 4.44%
$357.4 - $423.42 $71.5K - $84.7K
4.7K $1.91M
CAT
Caterpillar Inc

Industrials
86
+ 3.56%
$390.92 - $477.15 $33.6K - $41K
2.5K $1.19M
MNST
Monster Beverage Corp

Consumer Defensive
3.76K
New
$58.65 - $67.31 $221K - $253K
3.76K $253K
EBAY
Ebay Inc

Consumer Cyclical
2.26K
+ 80.47%
$75.33 - $100.77 $170K - $228K
5.07K $461K
NXPI
Nxp Semiconductors N.V.

Technology
1.1K
New
$205.16 - $239.07 $225K - $262K
1.1K $249K
VMC
Vulcan Materials CO

Basic Materials
796
New
$260.62 - $307.62 $207K - $245K
796 $244K
Activity Summary
Buys All Purchases 178 New Holdings 33 Increased Positions 145 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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