Bsw Wealth Partners Purchases in Q1 2025

Bsw Wealth Partners

  • $653 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ELV
Elevance Health, Inc.

Healthcare
245
+ 34.56%
$365.9 - $436.25 $89.6K - $107K
954 $414K
BSX
Boston Scientific Corp

Healthcare
559
+ 7.06%
$89.38 - $106.18 $50K - $59.4K
8.48K $855K
UNH
Unitedhealth Group Inc

Healthcare
187
+ 7.52%
$461.52 - $548.18 $86.3K - $103K
2.67K $1.4M
CTAS
Cintas Corp

Industrials
437
+ 23.36%
$182.09 - $208.14 $79.6K - $91K
2.31K $474K
CARR
Carrier Global Corp

Industrials
2.53K
+ 45.17%
$62.07 - $70.55 $157K - $178K
8.12K $514K
CSCO
Cisco Systems, Inc.

Technology
1.78K
+ 25.84%
$58.74 - $64.87 $104K - $115K
8.65K $533K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
452
+ 1.58%
$9.49 - $14.83 $4.29K - $6.7K
29.1K $396K
PLD
Prologis, Inc.

Real Estate
853
+ 28.52%
$103.59 - $124.04 $88.4K - $106K
3.84K $429K
LYV
Live Nation Entertainment, Inc.

Communication Services
839
+ 50.82%
$115.79 - $154.66 $97.1K - $130K
2.49K $325K
SYK
Stryker Corp

Healthcare
249
+ 17.4%
$355.18 - $399.9 $88.4K - $99.6K
1.68K $625K
HSY
Hershey CO

Consumer Defensive
574
+ 47.28%
$144.74 - $186.36 $83.1K - $107K
1.79K $305K
PWR
Quanta Services, Inc.

Industrials
628
+ 54.28%
$236.71 - $358.03 $149K - $225K
1.79K $453K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.91K
+ 26.57%
$30.38 - $34.94 $58.1K - $66.8K
9.11K $311K
CAG
Conagra Brands Inc.

Consumer Defensive
3.31K
+ 33.67%
$23.9 - $27.67 $79.1K - $91.5K
13.1K $350K
SAN
Banco Santander, S.A.

Financial Services
5.33K
+ 26.68%
$4.46 - $7.14 $23.8K - $38.1K
25.3K $169K
INTU
Intuit Inc

Technology
147
+ 8.35%
$555.63 - $630.23 $81.7K - $92.6K
1.91K $1.17M
ASML
Asml Holding Nv

Technology
131
+ 15.16%
$662.63 - $776.99 $86.8K - $102K
995 $659K
EPD
Enterprise Products Partners L.P.

Energy
96
+ 0.47%
$31.75 - $34.14 $3.05K - $3.28K
20.6K $703K
ADP
Automatic Data Processing Inc

Industrials
38
+ 1.02%
$286.85 - $318.64 $10.9K - $12.1K
3.76K $1.15M
PAYX
Paychex Inc

Industrials
207
+ 10.58%
$136.06 - $154.52 $28.2K - $32K
2.16K $333K
DD
Du Pont De Nemours, Inc.

Basic Materials
863
+ 21.99%
$72.7 - $84.32 $62.7K - $72.8K
4.79K $357K
IWF
Ishares Russell 1000 Gr ETF

ETFs
550
+ 15.85%
$360.07 - $417.26 $198K - $229K
4.02K $1.45M
TMO
Thermo Fisher Scientific Inc.

Healthcare
170
+ 13.21%
$497.6 - $606.74 $84.6K - $103K
1.46K $725K
GGB
Gerdau S.A.

Basic Materials
20.4K
+ 41.5%
$2.72 - $3.08 $55.4K - $62.7K
69.4K $197K
LOW
Lowes Companies Inc

Consumer Cyclical
359
+ 16.57%
$222.66 - $268.42 $79.9K - $96.4K
2.53K $589K
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 0.99%
$1739.0 - $2260.0 $3.48K - $4.52K
204 $397K
JD
Jd.Com, Inc.

Consumer Cyclical
135
+ 2.03%
$33.1 - $45.21 $4.47K - $6.1K
6.79K $279K
VIV
Telefonica Brasil S.A.

Communication Services
2.34K
+ 10.52%
$7.5 - $9.4 $17.5K - $22K
24.5K $214K
ALL
Allstate Corp

Financial Services
19
+ 0.64%
$180.99 - $210.18 $3.44K - $3.99K
2.99K $618K
RS
Reliance Steel & Aluminum CO

Basic Materials
12
+ 0.54%
$266.61 - $302.66 $3.2K - $3.63K
2.23K $643K
IQV
Iqvia Holdings Inc.

Healthcare
393
+ 34.26%
$176.3 - $209.96 $69.3K - $82.5K
1.54K $271K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
37
+ 3.39%
$208.48 - $244.03 $7.71K - $9.03K
1.13K $275K
NMR
Nomura Holdings Inc

Financial Services
2.33K
+ 3.02%
$5.56 - $6.98 $12.9K - $16.2K
79.4K $488K
LPL
Lg Display Co., Ltd.

Technology
13.4K
New
$3.08 - $3.49 $41.3K - $46.8K
13.4K $41K
WCN
Waste Connections, Inc.

Industrials
49
+ 3.71%
$169.89 - $195.19 $8.32K - $9.56K
1.37K $267K
BR
Broadridge Financial Solutions, Inc.

Technology
52
+ 3.18%
$221.46 - $244.83 $11.5K - $12.7K
1.69K $408K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.54K
+ 15.73%
$37.84 - $44.02 $96.3K - $112K
18.7K $718K
ADBE
Adobe Inc.

Technology
285
+ 23.85%
$377.84 - $464.11 $108K - $132K
1.48K $567K
VB
Vanguard Small Cap ETF

ETFs
576
+ 11.65%
$217.89 - $252.64 $126K - $146K
5.52K $1.22M
SAP
Sap Se

Technology
16
+ 1.27%
$241.4 - $293.69 $3.86K - $4.7K
1.28K $342K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
837
+ 4.45%
$14.13 - $16.72 $11.8K - $14K
19.7K $303K
NOK
Nokia Corp

Technology
3.3K
+ 20.51%
$4.43 - $5.42 $14.6K - $17.9K
19.4K $102K
VO
Vanguard Mid Cap ETF

ETFs
170
+ 6.98%
$251.87 - $277.95 $42.8K - $47.3K
2.61K $673K
BBD
Bank Bradesco

Financial Services
13.2K
New
$1.85 - $2.32 $24.3K - $30.5K
13.2K $29K
VRSK
Verisk Analytics, Inc.

Industrials
1
+ 0.09%
$268.63 - $301.33 $269 - $301
1.08K $320K
BBDO
Banco Bradesco S.A.

Financial Services
7.03K
+ 29.67%
$1.75 - $2.09 $12.3K - $14.7K
30.7K $63K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
6
+ 0.14%
$68.32 - $75.06 $410 - $450
4.4K $328K
CIG
Energy CO Of Minas Gerais

Utilities
12.1K
New
$1.71 - $1.98 $20.6K - $23.9K
12.1K $21K
CL
Colgate Palmolive CO

Consumer Defensive
13
+ 0.24%
$85.68 - $97.5 $1.11K - $1.27K
5.43K $509K
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
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