Bsw Wealth Partners Incresed Positions in Q3 2025

Bsw Wealth Partners

  • $788 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
6.77K
+ 3.63%
$620.67 - $670.08 $4.2M - $4.53M
193K $129M
AVDE
American Centy ETF Tr Avantis

ETFs
26.3K
+ 4.23%
$73.24 - $79.04 $1.93M - $2.08M
648K $51.1M
AAPL
Apple Inc.

Technology
541
+ 0.56%
$202.38 - $256.87 $109K - $139K
97.4K $24.8M
AVUS
American Centy ETF Tr Avantis

ETFs
16.6K
+ 4.54%
$101.2 - $109.16 $1.68M - $1.81M
383K $41.6M
IDEV
Ishares Core Msci Intl Develop

ETFs
31.7K
+ 10.04%
$74.68 - $80.26 $2.36M - $2.54M
347K $27.8M
VGIT
Vanguard Intermediate Term Tre

ETFs
40.2K
+ 8.04%
$58.97 - $60.36 $2.37M - $2.43M
541K $32.5M
AOR
Ishares Tr Core Growth Allocat

ETFs
23K
+ 10.8%
$60.99 - $64.39 $1.4M - $1.48M
236K $15.2M
GOOG
Alphabet Inc.

Communication Services
745
+ 2.62%
$175.16 - $255.24 $130K - $190K
29.2K $7.11M
AVEM
American Centy ETF Tr Avantis

ETFs
7.51K
+ 3.57%
$68.33 - $75.41 $513K - $566K
218K $16.3M
IAU
Ishares Gold Trust

ETFs
903
+ 0.59%
$61.62 - $72.77 $55.6K - $65.7K
154K $11.2M
AVES
American Centy ETF Tr Avantis

ETFs
6.29K
+ 3.24%
$53.51 - $57.96 $337K - $365K
200K $11.5M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
2.13K
+ 7.6%
$210.88 - $226.87 $449K - $483K
30.1K $6.83M
AVGO
Broadcom Inc.

Technology
242
+ 1.66%
$264.74 - $369.57 $64.1K - $89.4K
14.8K $4.89M
GILD
Gilead Sciences, Inc.

Healthcare
7.05K
+ 184.34%
$108.22 - $120.47 $763K - $849K
10.9K $1.21M
ABBV
Abb Vie Inc.

Healthcare
1.13K
+ 11.65%
$184.85 - $231.54 $209K - $262K
10.8K $2.51M
VTI
Vanguard Total Stock Market Et

ETFs
146
+ 0.56%
$303.93 - $329.86 $44.4K - $48.2K
26.1K $8.56M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
173
+ 1.78%
$224.68 - $282.71 $38.9K - $48.9K
9.89K $2.76M
VT
Vanguard Total World Stk Index

ETFs
2.98K
+ 18.54%
$128.41 - $138.03 $382K - $411K
19K $2.62M
IEMG
Ishares Inc

ETFs
9.29K
+ 4.0%
N/A
241K $12.9M
BK
Bank Of New York Mellon Corp

Financial Services
3.52K
+ 68.13%
$90.65 - $109.75 $319K - $386K
8.68K $945K
VEA
Vanguard Ftse Developed Market

ETFs
569
+ 0.39%
$56.02 - $60.3 $31.9K - $34.3K
146K $8.77M
LOW
Lowes Companies Inc

Consumer Cyclical
1.31K
+ 50.6%
$215.01 - $273.02 $281K - $357K
3.89K $977K
META
Meta Platforms, Inc.

Communication Services
511
+ 10.58%
$695.21 - $791.73 $355K - $405K
5.34K $3.92M
PANW
Palo Alto Networks Inc

Technology
1.67K
+ 69.78%
$167.06 - $208.19 $278K - $347K
4.06K $825K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
11.4K
+ 39.85%
$14.73 - $19.31 $168K - $221K
40.1K $772K
WELL
Welltower Inc.

Real Estate
1.15K
+ 24.09%
$150.71 - $178.14 $173K - $205K
5.93K $1.06M
ACWI
Ishares Msci Acwi ETF

ETFs
95
+ 0.31%
$128.32 - $138.41 $12.2K - $13.1K
31K $4.29M
KLAC
Kla Corp

Technology
221
+ 58.93%
$843.9 - $1078.6 $187K - $238K
596 $642K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.01%
$282.78 - $316.06 $283 - $316
12K $3.78M
COF
Capital One Financial Corp

Financial Services
1.39K
+ 64.5%
$207.29 - $229.74 $288K - $319K
3.55K $753K
CAT
Caterpillar Inc

Industrials
86
+ 3.56%
$390.92 - $477.15 $33.6K - $41K
2.5K $1.19M
HD
Home Depot, Inc.

Consumer Cyclical
200
+ 4.44%
$357.4 - $423.42 $71.5K - $84.7K
4.7K $1.91M
EBAY
Ebay Inc

Consumer Cyclical
2.26K
+ 80.47%
$75.33 - $100.77 $170K - $228K
5.07K $461K
ISRG
Intuitive Surgical Inc

Healthcare
718
+ 81.5%
$433.66 - $544.47 $311K - $391K
1.6K $715K
ASML
Asml Holding Nv

Technology
38
+ 3.77%
$689.63 - $968.09 $26.2K - $36.8K
1.05K $1.01M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
406
+ 22.75%
$103.83 - $179.9 $42.2K - $73K
2.19K $391K
AMD
Advanced Micro Devices Inc

Technology
51
+ 0.56%
$134.8 - $184.42 $6.87K - $9.41K
9.13K $1.48M
KO
Coca Cola CO

Consumer Defensive
4.73K
+ 16.66%
$65.67 - $71.67 $310K - $339K
33.1K $2.2M
VBR
Vanguard Small Cap Value ETF

ETFs
374
+ 4.83%
$195.41 - $212.37 $73.1K - $79.4K
8.12K $1.7M
VIV
Telefonica Brasil S.A.

Communication Services
11.7K
+ 48.09%
$10.79 - $12.8 $126K - $150K
36K $459K
JNJ
Johnson & Johnson

Healthcare
25
+ 0.46%
$155.17 - $185.42 $3.88K - $4.64K
5.43K $1.01M
GS
Goldman Sachs Group Inc

Financial Services
63
+ 4.38%
$696.56 - $806.32 $43.9K - $50.8K
1.5K $1.2M
BMY
Bristol Myers Squibb CO

Healthcare
4.08K
+ 56.55%
$43.31 - $48.98 $177K - $200K
11.3K $509K
LPL
Lg Display Co., Ltd.

Technology
27.4K
+ 154.96%
$3.31 - $5.23 $90.8K - $143K
45.1K $235K
BX
Blackstone Inc.

Financial Services
251
+ 4.13%
$152.77 - $188.68 $38.3K - $47.4K
6.33K $1.08M
PTC
Ptc Inc.

Technology
578
+ 41.49%
$173.07 - $216.53 $100K - $125K
1.97K $400K
MS
Morgan Stanley

Financial Services
346
+ 6.07%
$139.09 - $161.16 $48.1K - $55.8K
6.05K $960K
FAST
Fastenal CO

Industrials
2.41K
+ 42.89%
$42.47 - $50.39 $103K - $122K
8.04K $394K
NFLX
Netflix Inc

Communication Services
277
+ 22.23%
$1147.87 - $1297.18 $318K - $359K
1.52K $1.83M
Activity Summary
Buys All Purchases 178 New Holdings 33 Increased Positions 145 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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