Bsw Wealth Partners Purchases in Q1 2025

Bsw Wealth Partners

  • $653 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MET
Metlife Inc

Financial Services
264
+ 10.03%
$77.7 - $87.0 $20.5K - $23K
2.9K $232K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
142
+ 1.12%
$25.81 - $28.52 $3.67K - $4.05K
12.8K $353K
SHW
Sherwin Williams CO

Basic Materials
18
+ 1.67%
$330.16 - $365.55 $5.94K - $6.58K
1.1K $382K
PANW
Palo Alto Networks Inc

Technology
189
+ 11.78%
$167.82 - $208.28 $31.7K - $39.4K
1.79K $306K
DOCN
Digital Ocean Holdings, Inc.

Technology
700
+ 4.81%
$33.39 - $46.69 $23.4K - $32.7K
15.3K $509K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4
+ 0.12%
$128.74 - $138.67 $515 - $555
3.43K $465K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
604
+ 5.02%
$507.05 - $563.67 $306K - $340K
12.6K $6.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
531
+ 10.76%
$102.49 - $119.96 $54.4K - $63.7K
5.47K $571K
CBRE
Cbre Group, Inc.

Real Estate
21
+ 0.66%
$121.79 - $147.13 $2.56K - $3.09K
3.22K $420K
Core Scientific Inc New
250
+ 1.08%
N/A
23.4K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
7.6K
New
N/A
7.6K $0
American Centy ETF Tr
5.88K
New
N/A
5.88K $0
STZ
Constellation Brands, Inc.

Consumer Defensive
255
+ 16.31%
$161.05 - $222.93 $41.1K - $56.8K
1.82K $333K
MSI
Motorola Solutions, Inc.

Technology
11
+ 1.36%
$411.73 - $482.1 $4.53K - $5.3K
822 $359K
COLB
Columbia Banking System, Inc.

Financial Services
114
+ 1.34%
$23.89 - $28.84 $2.72K - $3.29K
8.6K $214K
TT
Trane Technologies PLC

Industrials
21
+ 2.99%
$332.0 - $400.86 $6.97K - $8.42K
723 $243K
GOOG
Alphabet Inc.

Communication Services
5.25K
+ 21.44%
$156.06 - $207.71 $819K - $1.09M
29.7K $4.64M
DOV
Dover Corp

Industrials
308
+ 5.04%
$174.65 - $206.43 $53.8K - $63.6K
6.42K $1.13M
PCAR
Paccar Inc

Industrials
108
+ 2.32%
$96.91 - $112.51 $10.5K - $12.2K
4.77K $464K
TFC
Truist Financial Corp

Financial Services
37
+ 0.33%
$39.48 - $48.15 $1.46K - $1.78K
11.1K $456K
FNB
Fnb Corp

Financial Services
1
+ 0.0%
$13.08 - $15.95 $13.1 - $16
20.2K $271K
BALL
Ball Corp

Consumer Cyclical
16
+ 0.13%
$49.04 - $56.53 $785 - $904
12.4K $647K
DLR
Digital Realty Trust, Inc.

Real Estate
48
+ 3.45%
$142.1 - $183.56 $6.82K - $8.81K
1.44K $206K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
67
+ 0.27%
$189.39 - $204.09 $12.7K - $13.7K
24.9K $4.76M
ASX
Ase Technology Holding Co., Ltd.

Technology
768
+ 1.65%
$8.76 - $11.36 $6.73K - $8.72K
47.2K $413K
AXP
American Express CO

Financial Services
178
+ 4.62%
$255.39 - $325.87 $45.5K - $58K
4.03K $1.08M
HD
Home Depot, Inc.

Consumer Cyclical
121
+ 2.63%
$347.25 - $424.87 $42K - $51.4K
4.73K $1.73M
VBK
Vanguard Small Cap Growth ETF

ETFs
105
+ 3.09%
$247.97 - $296.33 $26K - $31.1K
3.51K $882K
INFY
Infosys LTD

Technology
374
+ 1.78%
$18.06 - $22.89 $6.75K - $8.56K
21.4K $389K
MRK
Merck & Co., Inc.

Healthcare
863
+ 4.8%
$83.01 - $101.02 $71.6K - $87.2K
18.8K $1.69M
NVO
Novo Nordisk A S

Healthcare
759
+ 8.16%
$69.3 - $90.95 $52.6K - $69K
10.1K $698K
VTI
Vanguard Total Stock Market Et

ETFs
850
+ 3.77%
$271.18 - $303.12 $231K - $258K
23.4K $6.43M
QQQ
Invesco Qqq Trust, Series 1

ETFs
63
+ 1.75%
$468.34 - $539.52 $29.5K - $34K
3.66K $1.71M
AMD
Advanced Micro Devices Inc

Technology
127
+ 1.44%
$96.63 - $129.55 $12.3K - $16.5K
8.97K $921K
ACN
Accenture PLC

Technology
13
+ 0.32%
$300.91 - $398.25 $3.91K - $5.18K
4.11K $1.28M
LUMN
Lumen Technologies, Inc.

Communication Services
15.1K
+ 9.14%
$3.92 - $5.92 $59.2K - $89.3K
180K $706K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
491
+ 5.48%
$165.25 - $224.62 $81.1K - $110K
9.45K $1.57M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.46K
+ 1.86%
$57.21 - $65.8 $83.3K - $95.8K
79.9K $4.66M
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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