Bsw Wealth Partners Purchases in Q2 2025

Bsw Wealth Partners

  • $719 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ICE
Intercontinental Exchange, Inc.

Financial Services
92
+ 4.54%
$151.62 - $183.47 $13.9K - $16.9K
2.12K $388K
SONY
Sony Group Corp

Technology
699
+ 2.62%
$21.24 - $26.88 $14.8K - $18.8K
27.4K $712K
ABEV
Ambev S.A.

Consumer Defensive
14.6K
New
$2.15 - $2.55 $31.4K - $37.2K
14.6K $35K
INTC
Intel Corp

Technology
2.12K
+ 4.06%
$18.13 - $22.69 $38.5K - $48.1K
54.4K $1.22M
EQH
Equitable Holdings, Inc.

Financial Services
238
+ 5.92%
$43.98 - $56.1 $10.5K - $13.4K
4.26K $238K
WFC
Wells Fargo & Company

Financial Services
4
+ 0.13%
$60.98 - $80.12 $244 - $320
3.09K $247K
WELL
Welltower Inc.

Real Estate
116
+ 2.49%
$136.49 - $155.22 $15.8K - $18K
4.78K $734K
LYG
Lloyds Banking Group PLC

Financial Services
703
+ 1.8%
$3.32 - $4.29 $2.33K - $3.02K
39.7K $168K
LPL
Lg Display Co., Ltd.

Technology
4.3K
+ 32.08%
$2.56 - $3.57 $11K - $15.3K
17.7K $60K
SIVR
Abrdn Silver ETF Trust

ETFs
18
+ 0.19%
$28.36 - $35.37 $510 - $637
9.62K $330K
SYY
Sysco Corp

Consumer Defensive
146
+ 2.32%
$68.0 - $75.91 $9.93K - $11.1K
6.45K $488K
SPG
Simon Property Group Inc

Real Estate
147
+ 10.29%
$140.37 - $171.44 $20.6K - $25.2K
1.58K $253K
XLF
Financial Sector Spdr

ETFs
11
+ 0.18%
$43.92 - $52.37 $483 - $576
6.28K $328K
GGB
Gerdau S.A.

Basic Materials
3.2K
+ 4.61%
$2.3 - $3.19 $7.35K - $10.2K
72.6K $211K
L
Loews Corp

Financial Services
143
+ 5.36%
$80.89 - $92.09 $11.6K - $13.2K
2.81K $257K
PRU
Prudential Financial Inc

Financial Services
180
+ 7.78%
$95.12 - $112.71 $17.1K - $20.3K
2.5K $268K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
495
+ 5.43%
$32.56 - $35.71 $16.1K - $17.7K
9.6K $317K
WIT
Wipro LTD

Technology
2.86K
+ 1.77%
$2.7 - $3.09 $7.72K - $8.84K
164K $495K
FISV
Fiserv Inc

Technology
12
+ 0.34%
N/A
3.52K $440K
ZTS
Zoetis Inc.

Healthcare
86
+ 5.58%
$144.41 - $170.3 $12.4K - $14.6K
1.63K $253K
Nebius Group N.V.
6.56K
New
N/A
6.56K $0
American Centy ETF Tr
702
+ 11.95%
N/A
6.58K $0
Lam Research Corp
307
+ 2.79%
N/A
11.3K $0
Ferguson Enterprises Inc
1.25K
New
N/A
1.25K $0
Linde PLC
86
+ 1.6%
N/A
5.47K $0
NOK
Nokia Corp

Technology
485
+ 2.5%
$4.65 - $5.43 $2.26K - $2.63K
19.9K $102K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4
+ 0.12%
$121.58 - $136.74 $486 - $547
3.43K $465K
RYT
Invesco S&P 500 Equal Weight T

ETFs
5
+ 0.07%
N/A
7.61K $0
Arista Networks Inc
718
+ 14.55%
N/A
5.65K $0
Te Connectivity PLC
17
+ 0.53%
N/A
3.21K $0
Fidelity Wise Origin Bitcoin
2.27K
New
N/A
2.27K $0
Grupo Cibest Sa
14.5K
New
N/A
14.5K $0
Matthews Intl Fds
18K
New
N/A
18K $0
GILD
Gilead Sciences, Inc.

Healthcare
12
+ 0.31%
$96.91 - $113.0 $1.16K - $1.36K
3.82K $423K
DHR
Danaher Corp

Healthcare
23
+ 1.46%
$174.64 - $205.16 $4.02K - $4.72K
1.6K $315K
VZ
Verizon Communications Inc

Communication Services
637
+ 3.36%
$41.67 - $45.62 $26.5K - $29.1K
19.6K $847K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
149
+ 9.11%
$99.37 - $134.05 $14.8K - $20K
1.79K $202K
PAYX
Paychex Inc

Industrials
32
+ 1.48%
$137.01 - $159.78 $4.38K - $5.11K
2.2K $319K
LOW
Lowes Companies Inc

Consumer Cyclical
57
+ 2.26%
$210.83 - $235.28 $12K - $13.4K
2.58K $573K
PGR
Progressive Corp

Financial Services
26
+ 1.27%
$255.27 - $288.74 $6.64K - $7.51K
2.08K $554K
STZ
Constellation Brands, Inc.

Consumer Defensive
50
+ 2.75%
$160.0 - $195.62 $8K - $9.78K
1.87K $303K
CDXC
Chroma Dex Corp.

Healthcare
3.15K
+ 3.85%
$5.42 - $7.08 $17.1K - $22.3K
85K $521K
CAG
Conagra Brands Inc.

Consumer Defensive
691
+ 5.26%
$20.4 - $26.78 $14.1K - $18.5K
13.8K $282K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
241
+ 5.02%
$483.48 - $539.8 $117K - $130K
5.04K $2.45M
PEP
Pepsico Inc

Consumer Defensive
50
+ 0.33%
$128.02 - $151.37 $6.4K - $7.57K
15.3K $2.02M
Activity Summary
Buys All Purchases 146 New Holdings 25 Increased Positions 121 Sells All Sells 151 Reductions 151 Sold out 0 Options Calls 0 Puts 0
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