Bsw Wealth Partners Incresed Positions in Q2 2025

Bsw Wealth Partners

  • $719 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
11.8K
+ 6.79%
$498.8 - $620.9 $5.91M - $7.35M
186K $116M
AVDE
American Centy ETF Tr Avantis

ETFs
25.2K
+ 4.22%
$59.32 - $74.36 $1.49M - $1.87M
622K $46M
AVUS
American Centy ETF Tr Avantis

ETFs
23.3K
+ 6.79%
$81.38 - $100.82 $1.89M - $2.34M
366K $36.9M
MUB
Ishares National Muni Bond ETF

ETFs
49.4K
+ 193.88%
$102.31 - $105.8 $5.05M - $5.23M
74.9K $7.82M
NVDA
Nvidia Corp

Technology
1.11K
+ 1.58%
$94.31 - $157.99 $105K - $176K
71.7K $11.3M
AOR
Ishares Tr Core Growth Allocat

ETFs
43K
+ 25.37%
$53.36 - $61.57 $2.3M - $2.65M
213K $13.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
852
+ 1.83%
$496.48 - $617.85 $423K - $526K
47.5K $29.3M
IDEV
Ishares Core Msci Intl Develop

ETFs
13.3K
+ 4.39%
$61.79 - $76.67 $819K - $1.02M
315K $24M
AVEM
American Centy ETF Tr Avantis

ETFs
14.3K
+ 7.28%
$53.08 - $68.54 $757K - $978K
210K $14.4M
VGIT
Vanguard Intermediate Term Tre

ETFs
36.7K
+ 7.91%
$58.63 - $59.9 $2.15M - $2.2M
501K $29.9M
VEA
Vanguard Ftse Developed Market

ETFs
22.5K
+ 18.21%
$45.65 - $57.01 $1.03M - $1.28M
146K $8.32M
AVUV
American Centy ETF Tr Avantis

ETFs
17.6K
+ 25.06%
$75.17 - $91.21 $1.32M - $1.6M
87.6K $7.98M
AVES
American Centy ETF Tr Avantis

ETFs
11K
+ 6.0%
$42.02 - $53.63 $462K - $589K
194K $10.4M
XLK
Technology Sector Spdr

ETFs
5.55K
+ 155.8%
$179.73 - $253.23 $997K - $1.4M
9.11K $2.31M
VTI
Vanguard Total Stock Market Et

ETFs
2.53K
+ 10.81%
$243.75 - $303.93 $617K - $769K
25.9K $7.88M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
3.11K
+ 12.52%
$170.2 - $211.82 $530K - $660K
28K $5.93M
META
Meta Platforms, Inc.

Communication Services
63
+ 1.32%
$484.66 - $738.09 $30.5K - $46.5K
4.83K $3.57M
DELL
Dell Technologies Inc.

Technology
2.1K
+ 12.0%
$71.63 - $125.98 $150K - $264K
19.6K $2.4M
IAU
Ishares Gold Trust

ETFs
3.65K
+ 2.44%
$56.1 - $64.74 $205K - $236K
153K $9.57M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
265
+ 2.8%
$141.37 - $228.57 $37.5K - $60.6K
9.72K $2.2M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
8.56K
+ 45.71%
$33.46 - $41.33 $286K - $354K
27.3K $1.13M
VBR
Vanguard Small Cap Value ETF

ETFs
1.8K
+ 30.26%
$162.76 - $195.77 $293K - $352K
7.75K $1.51M
ACWI
Ishares Msci Acwi ETF

ETFs
48
+ 0.16%
$103.59 - $128.6 $4.97K - $6.17K
30.9K $3.97M
DIS
Walt Disney CO

Communication Services
28
+ 0.19%
$81.72 - $124.01 $2.29K - $3.47K
14.4K $1.79M
AMD
Advanced Micro Devices Inc

Technology
111
+ 1.24%
$78.21 - $143.81 $8.68K - $16K
9.08K $1.29M
NOW
Service Now, Inc.

Technology
155
+ 18.56%
$721.65 - $1040.18 $112K - $161K
990 $1.02M
INTU
Intuit Inc

Technology
11
+ 0.58%
$544.07 - $787.63 $5.98K - $8.66K
1.92K $1.51M
QQQ
Invesco Qqq Trust, Series 1

ETFs
27
+ 0.74%
$416.06 - $551.64 $11.2K - $14.9K
3.68K $2.03M
VT
Vanguard Total World Stk Index

ETFs
565
+ 3.65%
$103.16 - $128.52 $58.3K - $72.6K
16K $2.06M
GS
Goldman Sachs Group Inc

Financial Services
10
+ 0.7%
$462.22 - $707.75 $4.62K - $7.08K
1.44K $1.02M
LUMN
Lumen Technologies, Inc.

Communication Services
34.9K
+ 19.37%
$3.07 - $4.51 $107K - $157K
215K $942K
AXP
American Express CO

Financial Services
30
+ 0.74%
$231.39 - $318.98 $6.94K - $9.57K
4.06K $1.29M
AMAT
Applied Materials Inc

Technology
7
+ 0.14%
$126.95 - $183.52 $889 - $1.28K
4.87K $890K
MS
Morgan Stanley

Financial Services
393
+ 7.41%
$99.83 - $140.86 $39.2K - $55.4K
5.7K $802K
PANW
Palo Alto Networks Inc

Technology
595
+ 33.17%
$152.44 - $204.64 $90.7K - $122K
2.39K $488K
WF
Woori Financial Group Inc.

Financial Services
528
+ 6.35%
$30.46 - $49.73 $16.1K - $26.3K
8.84K $439K
MELI
Mercadolibre Inc

Consumer Cyclical
9
+ 4.41%
$1794.73 - $2613.63 $16.2K - $23.5K
213 $556K
ASML
Asml Holding Nv

Technology
13
+ 1.31%
$595.37 - $815.24 $7.74K - $10.6K
1.01K $807K
MA
Mastercard Inc

Financial Services
200
+ 8.83%
$479.92 - $590.74 $96K - $118K
2.46K $1.38M
DASH
Door Dash, Inc.

Communication Services
82
+ 4.22%
$163.16 - $246.51 $13.4K - $20.2K
2.02K $498K
MU
Micron Technology Inc

Technology
351
+ 13.04%
$64.72 - $127.91 $22.7K - $44.9K
3.04K $375K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
121
+ 3.02%
$160.22 - $209.35 $19.4K - $25.3K
4.13K $863K
V
Visa Inc.

Financial Services
287
+ 4.5%
$308.27 - $373.31 $88.5K - $107K
6.67K $2.37M
TT
Trane Technologies PLC

Industrials
131
+ 18.12%
$315.21 - $437.41 $41.3K - $57.3K
854 $373K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.53K
+ 38.23%
$50.08 - $63.14 $76.5K - $96.5K
5.53K $348K
WMT
Walmart Inc.

Consumer Defensive
40
+ 0.34%
$81.79 - $99.98 $3.27K - $4K
11.9K $1.16M
C
Citigroup Inc

Financial Services
62
+ 0.79%
$58.13 - $85.12 $3.6K - $5.28K
7.93K $675K
SNPS
Synopsys Inc

Technology
74
+ 8.61%
$380.9 - $517.66 $28.2K - $38.3K
933 $478K
ASX
Ase Technology Holding Co., Ltd.

Technology
1.95K
+ 4.13%
$7.42 - $10.65 $14.5K - $20.8K
49.2K $508K
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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