Bsw Wealth Partners Incresed Positions in Q2 2025

Bsw Wealth Partners

  • $719 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBN
Icici Bank LTD

Financial Services
1.16K
+ 4.46%
$30.16 - $34.39 $34.8K - $39.7K
27K $909K
SCHW
Schwab Charles Corp

Financial Services
240
+ 4.63%
$69.06 - $91.24 $16.6K - $21.9K
5.43K $494K
KLAC
Kla Corp

Technology
6
+ 1.63%
$576.53 - $902.94 $3.46K - $5.42K
375 $335K
VRSK
Verisk Analytics, Inc.

Industrials
216
+ 20.06%
$277.03 - $321.33 $59.8K - $69.4K
1.29K $402K
LYV
Live Nation Entertainment, Inc.

Communication Services
175
+ 7.03%
$118.81 - $151.28 $20.8K - $26.5K
2.67K $403K
INFY
Infosys LTD

Technology
3.77K
+ 17.66%
$16.14 - $18.75 $60.9K - $70.7K
25.1K $465K
BX
Blackstone Inc.

Financial Services
116
+ 1.95%
$120.07 - $151.11 $13.9K - $17.5K
6.08K $908K
BSX
Boston Scientific Corp

Healthcare
188
+ 2.22%
$89.7 - $107.41 $16.9K - $20.2K
8.67K $930K
SAP
Sap Se

Technology
79
+ 6.19%
$237.53 - $309.8 $18.8K - $24.5K
1.36K $412K
UL
Unilever PLC

Consumer Defensive
955
+ 12.78%
$57.9 - $65.43 $55.3K - $62.5K
8.43K $515K
TTWO
Take Two Interactive Software Inc

Communication Services
109
+ 10.24%
$194.58 - $243.05 $21.2K - $26.5K
1.17K $284K
TRV
Travelers Companies, Inc.

Financial Services
166
+ 2.56%
$233.83 - $276.34 $38.8K - $45.9K
6.65K $1.78M
DOV
Dover Corp

Industrials
51
+ 0.79%
$151.14 - $186.7 $7.71K - $9.52K
6.47K $1.19M
BK
Bank Of New York Mellon Corp

Financial Services
209
+ 4.22%
$73.31 - $91.62 $15.3K - $19.1K
5.16K $470K
A
Agilent Technologies, Inc.

Healthcare
413
+ 8.42%
$99.29 - $120.52 $41K - $49.8K
5.32K $627K
LNG
Cheniere Energy, Inc.

Energy
165
+ 18.27%
$197.25 - $244.33 $32.5K - $40.3K
1.07K $260K
HMC
Honda Motor CO LTD

Consumer Cyclical
988
+ 7.62%
$25.0 - $30.93 $24.7K - $30.6K
14K $402K
ADSK
Autodesk, Inc.

Technology
201
+ 12.36%
N/A
1.83K $449K
AMT
American Tower Corp

Real Estate
199
+ 11.84%
$203.96 - $228.19 $40.6K - $45.4K
1.88K $415K
XCEM
Columbia ETF Tr Ii

ETFs
416
+ 5.29%
$26.68 - $34.18 $11.1K - $14.2K
8.28K $282K
SHOP
Shopify Inc.

Technology
27
+ 1.14%
$76.89 - $115.35 $2.08K - $3.11K
2.41K $277K
CME
Cme Group Inc.

Financial Services
88
+ 3.77%
$252.37 - $290.71 $22.2K - $25.6K
2.42K $667K
CTAS
Cintas Corp

Industrials
29
+ 1.26%
$190.11 - $227.66 $5.51K - $6.6K
2.34K $520K
USB
Us Bancorp \De\

Financial Services
530
+ 7.4%
$36.4 - $45.76 $19.3K - $24.3K
7.69K $347K
SYK
Stryker Corp

Healthcare
15
+ 0.89%
$337.37 - $395.63 $5.06K - $5.93K
1.7K $670K
QCOM
Qualcomm Inc

Technology
83
+ 1.48%
$124.66 - $159.48 $10.3K - $13.2K
5.7K $907K
ISRG
Intuitive Surgical Inc

Healthcare
3
+ 0.34%
$451.58 - $565.94 $1.35K - $1.7K
881 $478K
MCO
Moodys Corp

Financial Services
11
+ 1.02%
$396.7 - $501.59 $4.36K - $5.52K
1.09K $548K
HCA
Hca Healthcare, Inc.

Healthcare
4
+ 0.35%
$317.61 - $387.52 $1.27K - $1.55K
1.14K $435K
IQV
Iqvia Holdings Inc.

Healthcare
441
+ 28.64%
$137.0 - $174.37 $60.4K - $76.9K
1.98K $312K
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
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
XLF
Financial Sector Spdr

ETFs
11
+ 0.18%
$43.92 - $52.37 $483 - $576
6.28K $328K
SPG
Simon Property Group Inc

Real Estate
147
+ 10.29%
$140.37 - $171.44 $20.6K - $25.2K
1.58K $253K
SYY
Sysco Corp

Consumer Defensive
146
+ 2.32%
$68.0 - $75.91 $9.93K - $11.1K
6.45K $488K
FAST
Fastenal CO

Industrials
2.79K
+ 98.17%
$40.65 - $83.16 $113K - $232K
5.63K $236K
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
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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