Bsw Wealth Partners Incresed Positions in Q1 2025

Bsw Wealth Partners

  • $653 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
550
+ 15.85%
$360.07 - $417.26 $198K - $229K
4.02K $1.45M
DD
Du Pont De Nemours, Inc.

Basic Materials
863
+ 21.99%
$72.7 - $84.32 $62.7K - $72.8K
4.79K $357K
GGB
Gerdau S.A.

Basic Materials
20.4K
+ 41.5%
$2.72 - $3.08 $55.4K - $62.7K
69.4K $197K
TMO
Thermo Fisher Scientific Inc.

Healthcare
170
+ 13.21%
$497.6 - $606.74 $84.6K - $103K
1.46K $725K
LOW
Lowes Companies Inc

Consumer Cyclical
359
+ 16.57%
$222.66 - $268.42 $79.9K - $96.4K
2.53K $589K
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 0.99%
$1739.0 - $2260.0 $3.48K - $4.52K
204 $397K
JD
Jd.Com, Inc.

Consumer Cyclical
135
+ 2.03%
$33.1 - $45.21 $4.47K - $6.1K
6.79K $279K
RS
Reliance Steel & Aluminum CO

Basic Materials
12
+ 0.54%
$266.61 - $302.66 $3.2K - $3.63K
2.23K $643K
VIV
Telefonica Brasil S.A.

Communication Services
2.34K
+ 10.52%
$7.5 - $9.4 $17.5K - $22K
24.5K $214K
ALL
Allstate Corp

Financial Services
19
+ 0.64%
$180.99 - $210.18 $3.44K - $3.99K
2.99K $618K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
37
+ 3.39%
$208.48 - $244.03 $7.71K - $9.03K
1.13K $275K
NMR
Nomura Holdings Inc

Financial Services
2.33K
+ 3.02%
$5.56 - $6.98 $12.9K - $16.2K
79.4K $488K
WCN
Waste Connections, Inc.

Industrials
49
+ 3.71%
$169.89 - $195.19 $8.32K - $9.56K
1.37K $267K
BR
Broadridge Financial Solutions, Inc.

Technology
52
+ 3.18%
$221.46 - $244.83 $11.5K - $12.7K
1.69K $408K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.54K
+ 15.73%
$37.84 - $44.02 $96.3K - $112K
18.7K $718K
VB
Vanguard Small Cap ETF

ETFs
576
+ 11.65%
$217.89 - $252.64 $126K - $146K
5.52K $1.22M
ADBE
Adobe Inc.

Technology
285
+ 23.85%
$377.84 - $464.11 $108K - $132K
1.48K $567K
SAP
Sap Se

Technology
16
+ 1.27%
$241.4 - $293.69 $3.86K - $4.7K
1.28K $342K
NOK
Nokia Corp

Technology
3.3K
+ 20.51%
$4.43 - $5.42 $14.6K - $17.9K
19.4K $102K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
837
+ 4.45%
$14.13 - $16.72 $11.8K - $14K
19.7K $303K
VO
Vanguard Mid Cap ETF

ETFs
170
+ 6.98%
$251.87 - $277.95 $42.8K - $47.3K
2.61K $673K
VRSK
Verisk Analytics, Inc.

Industrials
1
+ 0.09%
$268.63 - $301.33 $269 - $301
1.08K $320K
BBDO
Banco Bradesco S.A.

Financial Services
7.03K
+ 29.67%
$1.75 - $2.09 $12.3K - $14.7K
30.7K $63K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
6
+ 0.14%
$68.32 - $75.06 $410 - $450
4.4K $328K
CL
Colgate Palmolive CO

Consumer Defensive
13
+ 0.24%
$85.68 - $97.5 $1.11K - $1.27K
5.43K $509K
MET
Metlife Inc

Financial Services
264
+ 10.03%
$77.7 - $87.0 $20.5K - $23K
2.9K $232K
SHW
Sherwin Williams CO

Basic Materials
18
+ 1.67%
$330.16 - $365.55 $5.94K - $6.58K
1.1K $382K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
142
+ 1.12%
$25.81 - $28.52 $3.67K - $4.05K
12.8K $353K
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
STZ
Constellation Brands, Inc.

Consumer Defensive
255
+ 16.31%
$161.05 - $222.93 $41.1K - $56.8K
1.82K $333K
COLB
Columbia Banking System, Inc.

Financial Services
114
+ 1.34%
$23.89 - $28.84 $2.72K - $3.29K
8.6K $214K
MSI
Motorola Solutions, Inc.

Technology
11
+ 1.36%
$411.73 - $482.1 $4.53K - $5.3K
822 $359K
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
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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