Bsw Wealth Partners Incresed Positions in Q1 2025

Bsw Wealth Partners

  • $653 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
5.79K
+ 0.98%
$60.63 - $68.55 $351K - $397K
597K $39.5M
VGIT
Vanguard Intermediate Term Tre

ETFs
35.2K
+ 8.22%
$57.44 - $59.4 $2.02M - $2.09M
464K $27.6M
IDEV
Ishares Core Msci Intl Develop

ETFs
10.8K
+ 3.71%
$63.77 - $71.36 $689K - $771K
302K $20.8M
IAU
Ishares Gold Trust

ETFs
6.05K
+ 4.21%
$49.74 - $58.96 $301K - $357K
150K $8.83M
VEA
Vanguard Ftse Developed Market

ETFs
6.91K
+ 5.93%
$47.4 - $52.99 $328K - $366K
123K $6.27M
AOR
Ishares Tr Core Growth Allocat

ETFs
7.21K
+ 4.44%
$56.63 - $59.39 $408K - $428K
170K $9.77M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 0.17%
$442.66 - $534.52 $3.54K - $4.28K
4.8K $2.56M
SONY
Sony Group Corp

Technology
12.4K
+ 87.0%
$19.88 - $25.64 $247K - $318K
26.7K $676K
PFE
Pfizer Inc

Healthcare
17.3K
+ 32.63%
$25.01 - $27.13 $432K - $469K
70.2K $1.78M
XLK
Technology Sector Spdr

ETFs
1.98K
+ 124.95%
$206.38 - $242.18 $408K - $479K
3.56K $735K
AVEM
American Centy ETF Tr Avantis

ETFs
223
+ 0.11%
$57.11 - $62.4 $12.7K - $13.9K
196K $11.8M
AVES
American Centy ETF Tr Avantis

ETFs
1.94K
+ 1.07%
$44.71 - $48.65 $86.6K - $94.2K
183K $8.63M
ABT
Abbott Laboratories

Healthcare
130
+ 1.05%
$111.1 - $140.22 $14.4K - $18.2K
12.6K $1.67M
V
Visa Inc.

Financial Services
59
+ 0.93%
$306.92 - $362.71 $18.1K - $21.4K
6.38K $2.24M
VT
Vanguard Total World Stk Index

ETFs
2.16K
+ 16.25%
$115.08 - $123.97 $249K - $268K
15.5K $1.8M
SPGI
S&P Global Inc.

Financial Services
413
+ 29.08%
$478.26 - $543.77 $198K - $225K
1.83K $931K
VUG
Vanguard Growth ETF

ETFs
667
+ 100.15%
$369.1 - $427.61 $246K - $285K
1.33K $494K
JPM
Jpmorgan Chase & CO

Financial Services
614
+ 5.39%
$225.19 - $279.95 $138K - $172K
12K $2.94M
JCI
Johnson Controls International PLC

Industrials
2.5K
+ 90.8%
$76.12 - $90.6 $190K - $226K
5.25K $420K
UBER
Uber Technologies, Inc

Technology
899
+ 8.87%
$63.17 - $81.49 $56.8K - $73.3K
11K $803K
DELL
Dell Technologies Inc.

Technology
5.28K
+ 43.31%
$90.34 - $124.66 $477K - $659K
17.5K $1.59M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.22K
+ 53.16%
$56.12 - $68.15 $124K - $151K
6.39K $433K
UMC
United Microelectronics Corp

Technology
23.6K
+ 180.96%
$5.69 - $7.15 $135K - $169K
36.7K $262K
TJX
Tjx Companies Inc

Consumer Cyclical
1.35K
+ 19.43%
$112.81 - $126.16 $152K - $170K
8.27K $1.01M
GLD
Spdr Gold Trust

ETFs
2
+ 0.06%
$243.19 - $288.14 $486 - $576
3.61K $1.04M
AMGN
Amgen Inc

Healthcare
141
+ 5.95%
$258.59 - $327.36 $36.5K - $46.2K
2.51K $782K
IWD
Ishares Russell 1000 Val ETF

ETFs
790
+ 18.13%
$182.82 - $196.21 $144K - $155K
5.15K $968K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
390
+ 0.34%
$18.36 - $20.51 $7.16K - $8K
115K $2.27M
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
CME
Cme Group Inc.

Financial Services
107
+ 4.81%
$225.82 - $266.54 $24.2K - $28.5K
2.33K $618K
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
SAN
Banco Santander, S.A.

Financial Services
5.33K
+ 26.68%
$4.46 - $7.14 $23.8K - $38.1K
25.3K $169K
CAG
Conagra Brands Inc.

Consumer Defensive
3.31K
+ 33.67%
$23.9 - $27.67 $79.1K - $91.5K
13.1K $350K
INTU
Intuit Inc

Technology
147
+ 8.35%
$555.63 - $630.23 $81.7K - $92.6K
1.91K $1.17M
EPD
Enterprise Products Partners L.P.

Energy
96
+ 0.47%
$31.75 - $34.14 $3.05K - $3.28K
20.6K $703K
ASML
Asml Holding Nv

Technology
131
+ 15.16%
$662.63 - $776.99 $86.8K - $102K
995 $659K
PAYX
Paychex Inc

Industrials
207
+ 10.58%
$136.06 - $154.52 $28.2K - $32K
2.16K $333K
ADP
Automatic Data Processing Inc

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