Bsw Wealth Partners Purchases in Q1 2025

Bsw Wealth Partners

  • $653 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
5.79K
+ 0.98%
$60.63 - $68.55 $351K - $397K
597K $39.5M
VGIT
Vanguard Intermediate Term Tre

ETFs
35.2K
+ 8.22%
$57.44 - $59.4 $2.02M - $2.09M
464K $27.6M
IDEV
Ishares Core Msci Intl Develop

ETFs
10.8K
+ 3.71%
$63.77 - $71.36 $689K - $771K
302K $20.8M
IAU
Ishares Gold Trust

ETFs
6.05K
+ 4.21%
$49.74 - $58.96 $301K - $357K
150K $8.83M
VEA
Vanguard Ftse Developed Market

ETFs
6.91K
+ 5.93%
$47.4 - $52.99 $328K - $366K
123K $6.27M
AOR
Ishares Tr Core Growth Allocat

ETFs
7.21K
+ 4.44%
$56.63 - $59.39 $408K - $428K
170K $9.77M
SNY
Sanofi

Healthcare
8.11K
New
$48.15 - $59.42 $391K - $482K
8.11K $449K
GRMN
Garmin LTD

Technology
1.82K
New
$204.55 - $241.93 $372K - $440K
1.82K $394K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 0.17%
$442.66 - $534.52 $3.54K - $4.28K
4.8K $2.56M
PFE
Pfizer Inc

Healthcare
17.3K
+ 32.63%
$25.01 - $27.13 $432K - $469K
70.2K $1.78M
XLK
Technology Sector Spdr

ETFs
1.98K
+ 124.95%
$206.38 - $242.18 $408K - $479K
3.56K $735K
DASH
Door Dash, Inc.

Communication Services
1.94K
New
$168.37 - $213.38 $327K - $414K
1.94K $354K
WELL
Welltower Inc.

Real Estate
1.77K
+ 61.11%
$124.05 - $156.86 $219K - $277K
4.66K $714K
XLF
Financial Sector Spdr

ETFs
6.27K
New
$47.32 - $52.19 $297K - $327K
6.27K $312K
AFL
Aflac Inc

Financial Services
2.64K
New
$100.99 - $111.19 $267K - $294K
2.64K $293K
AVEM
American Centy ETF Tr Avantis

ETFs
223
+ 0.11%
$57.11 - $62.4 $12.7K - $13.9K
196K $11.8M
AVES
American Centy ETF Tr Avantis

ETFs
1.94K
+ 1.07%
$44.71 - $48.65 $86.6K - $94.2K
183K $8.63M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.42K
New
$27.01 - $28.54 $255K - $269K
9.42K $263K
ABT
Abbott Laboratories

Healthcare
130
+ 1.05%
$111.1 - $140.22 $14.4K - $18.2K
12.6K $1.67M
ZTS
Zoetis Inc.

Healthcare
1.54K
New
$156.48 - $175.67 $241K - $271K
1.54K $253K
GPC
Genuine Parts CO

Consumer Cyclical
2.13K
New
$115.91 - $129.02 $247K - $275K
2.13K $253K
FOX
Fox Corp Cl B (De)

Communication Services
4.73K
New
$45.64 - $54.23 $216K - $257K
4.73K $249K
HAL
Halliburton CO

Energy
9.64K
New
$24.15 - $29.9 $233K - $288K
9.64K $244K
V
Visa Inc.

Financial Services
59
+ 0.93%
$306.92 - $362.71 $18.1K - $21.4K
6.38K $2.24M
KHC
Kraft Heinz CO

Consumer Defensive
7.75K
New
$28.51 - $32.22 $221K - $250K
7.75K $235K
XCEM
Columbia ETF Tr Ii

ETFs
7.86K
New
$29.18 - $30.72 $229K - $242K
7.86K $232K
VT
Vanguard Total World Stk Index

ETFs
2.16K
+ 16.25%
$115.08 - $123.97 $249K - $268K
15.5K $1.8M
SPGI
S&P Global Inc.

Financial Services
413
+ 29.08%
$478.26 - $543.77 $198K - $225K
1.83K $931K
VUG
Vanguard Growth ETF

ETFs
667
+ 100.15%
$369.1 - $427.61 $246K - $285K
1.33K $494K
OMC
Omnicom Group Inc.

Communication Services
2.66K
New
$79.43 - $88.34 $211K - $235K
2.66K $220K
FAST
Fastenal CO

Industrials
2.84K
New
$71.11 - $79.98 $202K - $227K
2.84K $220K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4K
New
$54.25 - $57.64 $217K - $230K
4K $220K
TTWO
Take Two Interactive Software Inc

Communication Services
1.06K
New
$178.61 - $217.95 $190K - $232K
1.06K $220K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.64K
New
$80.53 - $147.57 $132K - $241K
1.64K $216K
JPM
Jpmorgan Chase & CO

Financial Services
614
+ 5.39%
$225.19 - $279.95 $138K - $172K
12K $2.94M
EQH
Equitable Holdings, Inc.

Financial Services
4.02K
New
$47.64 - $55.68 $192K - $224K
4.02K $209K
CHD
Church & Dwight CO Inc

Consumer Defensive
1.9K
New
$101.42 - $113.2 $193K - $215K
1.9K $209K
JCI
Johnson Controls International PLC

Industrials
2.5K
+ 90.8%
$76.12 - $90.6 $190K - $226K
5.25K $420K
EFG
Msci Eafe Growth ETF

ETFs
2.04K
New
$96.1 - $106.37 $196K - $216K
2.04K $203K
EBAY
Ebay Inc

Consumer Cyclical
2.99K
New
$61.61 - $70.93 $184K - $212K
2.99K $202K
UBER
Uber Technologies, Inc

Technology
899
+ 8.87%
$63.17 - $81.49 $56.8K - $73.3K
11K $803K
DELL
Dell Technologies Inc.

Technology
5.28K
+ 43.31%
$90.34 - $124.66 $477K - $659K
17.5K $1.59M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.22K
+ 53.16%
$56.12 - $68.15 $124K - $151K
6.39K $433K
UMC
United Microelectronics Corp

Technology
23.6K
+ 180.96%
$5.69 - $7.15 $135K - $169K
36.7K $262K
TJX
Tjx Companies Inc

Consumer Cyclical
1.35K
+ 19.43%
$112.81 - $126.16 $152K - $170K
8.27K $1.01M
GLD
Spdr Gold Trust

ETFs
2
+ 0.06%
$243.19 - $288.14 $486 - $576
3.61K $1.04M
AMGN
Amgen Inc

Healthcare
141
+ 5.95%
$258.59 - $327.36 $36.5K - $46.2K
2.51K $782K
IWD
Ishares Russell 1000 Val ETF

ETFs
790
+ 18.13%
$182.82 - $196.21 $144K - $155K
5.15K $968K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
390
+ 0.34%
$18.36 - $20.51 $7.16K - $8K
115K $2.27M
Activity Summary
Buys All Purchases 139 New Holdings 27 Increased Positions 112 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bsw Wealth Partners Portfolio

Follow Bsw Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bsw Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Bsw Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email