Bsw Wealth Partners Purchases in Q3 2024

Bsw Wealth Partners

  • $661 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPG
Simon Property Group Inc

Real Estate
1.47K
New
$146.09 - $170.11 $214K - $250K
1.47K $248K
KO
Coca Cola CO

Consumer Defensive
89
+ 0.3%
$62.69 - $73.01 $5.58K - $6.5K
29.4K $2.11M
TT
Trane Technologies PLC

Industrials
634
New
$314.21 - $388.71 $199K - $246K
634 $246K
STLD
Steel Dynamics Inc

Basic Materials
2.51K
New
N/A
2.51K $246K
TSN
Tyson Foods, Inc.

Consumer Defensive
3.71K
+ 45.19%
$55.91 - $65.87 $207K - $244K
11.9K $709K
TRV
Travelers Companies, Inc.

Financial Services
201
+ 3.18%
$201.87 - $242.35 $40.6K - $48.7K
6.52K $1.53M
ISRG
Intuitive Surgical Inc

Healthcare
368
+ 33.52%
$416.14 - $494.01 $153K - $182K
1.47K $720K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.17K
New
$64.57 - $71.76 $205K - $227K
3.17K $227K
COLB
Columbia Banking System, Inc.

Financial Services
8.49K
New
$19.13 - $26.99 $162K - $229K
8.49K $221K
CAT
Caterpillar Inc

Industrials
305
+ 17.69%
$316.8 - $391.12 $96.6K - $119K
2.03K $793K
VMI
Valmont Industries Inc

Industrials
750
New
$260.22 - $302.59 $195K - $227K
750 $217K
O
Realty Income Corp

Real Estate
3.4K
New
$52.36 - $63.42 $178K - $216K
3.4K $215K
PANW
Palo Alto Networks Inc

Technology
629
New
$294.18 - $368.01 $185K - $231K
629 $214K
ACN
Accenture PLC

Technology
28
+ 0.69%
$295.44 - $355.81 $8.27K - $9.96K
4.08K $1.44M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.28K
New
$59.25 - $65.33 $194K - $214K
3.28K $212K
L
Loews Corp

Financial Services
2.69K
New
$73.76 - $81.96 $198K - $220K
2.69K $212K
HUBB
Hubbell Inc

Industrials
490
New
$355.55 - $428.48 $174K - $210K
490 $209K
CHT
Chunghwa Telecom CO LTD

Communication Services
5.24K
New
$36.12 - $40.59 $189K - $213K
5.24K $207K
BLK
Black Rock Inc.

Financial Services
218
New
$782.27 - $949.51 $171K - $207K
218 $206K
PAYX
Paychex Inc

Industrials
1.51K
New
$116.17 - $135.19 $176K - $204K
1.51K $202K
MO
Altria Group, Inc.

Consumer Defensive
3.95K
New
$45.95 - $54.71 $181K - $216K
3.95K $201K
GD
General Dynamics Corp

Industrials
668
New
$279.51 - $308.09 $187K - $206K
668 $201K
WY
Weyerhaeuser CO

Real Estate
5.94K
New
$27.05 - $33.84 $161K - $201K
5.94K $200K
V
Visa Inc.

Financial Services
468
+ 8.64%
$253.74 - $291.56 $119K - $136K
5.88K $1.62M
CRM
Salesforce, Inc.

Technology
511
+ 16.12%
$238.42 - $276.53 $122K - $141K
3.68K $1.01M
SPGI
S&P Global Inc.

Financial Services
218
+ 19.57%
$446.32 - $527.38 $97.3K - $115K
1.33K $688K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.28K
+ 46.86%
$117.9 - $128.2 $151K - $164K
4.02K $515K
SYY
Sysco Corp

Consumer Defensive
2K
+ 40.58%
$69.16 - $78.98 $138K - $158K
6.93K $540K
MUB
Ishares National Muni Bond ETF

ETFs
1.67K
+ 53.38%
$106.13 - $108.7 $177K - $181K
4.79K $520K
AMZN
Amazon Com Inc

Consumer Cyclical
2.09K
+ 7.18%
$161.02 - $200.0 $336K - $417K
31.2K $5.81M
DHR
Danaher Corp

Healthcare
334
+ 10.29%
$239.25 - $280.76 $79.9K - $93.8K
3.58K $994K
HDB
Hdfc Bank LTD

Financial Services
2.93K
+ 61.16%
$58.04 - $66.97 $170K - $196K
7.73K $483K
TMUS
T Mobile Us, Inc.

Communication Services
450
+ 16.89%
$175.14 - $206.36 $78.8K - $92.9K
3.12K $642K
T
At&T Inc.

Communication Services
3.99K
+ 14.05%
$18.21 - $22.28 $72.7K - $89K
32.4K $713K
SYK
Stryker Corp

Healthcare
411
+ 43.54%
$315.94 - $371.96 $130K - $153K
1.36K $489K
NEE
Nextera Energy Inc

Utilities
898
+ 14.71%
$69.9 - $84.97 $62.8K - $76.3K
7K $591K
AMT
American Tower Corp

Real Estate
366
+ 19.75%
$192.27 - $242.73 $70.4K - $88.8K
2.22K $515K
WMT
Walmart Inc.

Consumer Defensive
42
+ 0.36%
$66.91 - $81.4 $2.81K - $3.42K
11.6K $937K
MA
Mastercard Inc

Financial Services
102
+ 5.19%
$429.6 - $500.99 $43.8K - $51.1K
2.07K $1.02M
NOW
Service Now, Inc.

Technology
79
+ 10.51%
$730.87 - $937.36 $57.7K - $74.1K
831 $743K
ABT
Abbott Laboratories

Healthcare
180
+ 1.48%
$100.07 - $118.13 $18K - $21.3K
12.3K $1.4M
URI
United Rentals, Inc.

Industrials
83
+ 18.04%
$627.41 - $814.1 $52.1K - $67.6K
543 $439K
DE
Deere & CO

Industrials
200
+ 14.83%
$344.84 - $418.0 $69K - $83.6K
1.55K $646K
ANET
Arista Networks, Inc.

Technology
300
+ 38.41%
$311.42 - $388.21 $93.4K - $116K
1.08K $414K
TJX
Tjx Companies Inc

Consumer Cyclical
822
+ 14.14%
$107.93 - $120.23 $88.7K - $98.8K
6.64K $779K
NVS
Novartis Ag

Healthcare
637
+ 8.98%
$106.13 - $120.89 $67.6K - $77K
7.73K $888K
KT
Kt Corp

Communication Services
7K
+ 48.17%
$13.14 - $15.8 $91.9K - $111K
21.5K $330K
PM
Philip Morris International Inc.

Consumer Defensive
409
+ 10.32%
$101.25 - $127.45 $41.4K - $52.1K
4.37K $530K
JNJ
Johnson & Johnson

Healthcare
143
+ 2.17%
$145.48 - $167.38 $20.8K - $23.9K
6.74K $1.09M
Activity Summary
Buys All Purchases 208 New Holdings 37 Increased Positions 171 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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