Bsw Wealth Partners Incresed Positions in Q3 2024

Bsw Wealth Partners

  • $661 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HDB
Hdfc Bank LTD

Financial Services
2.93K
+ 61.16%
$58.04 - $66.97 $170K - $196K
7.73K $483K
TMUS
T Mobile Us, Inc.

Communication Services
450
+ 16.89%
$175.14 - $206.36 $78.8K - $92.9K
3.12K $642K
T
At&T Inc.

Communication Services
3.99K
+ 14.05%
$18.21 - $22.28 $72.7K - $89K
32.4K $713K
SYK
Stryker Corp

Healthcare
411
+ 43.54%
$315.94 - $371.96 $130K - $153K
1.36K $489K
NEE
Nextera Energy Inc

Utilities
898
+ 14.71%
$69.9 - $84.97 $62.8K - $76.3K
7K $591K
AMT
American Tower Corp

Real Estate
366
+ 19.75%
$192.27 - $242.73 $70.4K - $88.8K
2.22K $515K
WMT
Walmart Inc.

Consumer Defensive
42
+ 0.36%
$66.91 - $81.4 $2.81K - $3.42K
11.6K $937K
MA
Mastercard Inc

Financial Services
102
+ 5.19%
$429.6 - $500.99 $43.8K - $51.1K
2.07K $1.02M
NOW
Service Now, Inc.

Technology
79
+ 10.51%
$730.87 - $937.36 $57.7K - $74.1K
831 $743K
ABT
Abbott Laboratories

Healthcare
180
+ 1.48%
$100.07 - $118.13 $18K - $21.3K
12.3K $1.4M
URI
United Rentals, Inc.

Industrials
83
+ 18.04%
$627.41 - $814.1 $52.1K - $67.6K
543 $439K
ANET
Arista Networks, Inc.

Technology
300
+ 38.41%
$311.42 - $388.21 $93.4K - $116K
1.08K $414K
TJX
Tjx Companies Inc

Consumer Cyclical
822
+ 14.14%
$107.93 - $120.23 $88.7K - $98.8K
6.64K $779K
NVS
Novartis Ag

Healthcare
637
+ 8.98%
$106.13 - $120.89 $67.6K - $77K
7.73K $888K
KT
Kt Corp

Communication Services
7K
+ 48.17%
$13.14 - $15.8 $91.9K - $111K
21.5K $330K
PM
Philip Morris International Inc.

Consumer Defensive
409
+ 10.32%
$101.25 - $127.45 $41.4K - $52.1K
4.37K $530K
JNJ
Johnson & Johnson

Healthcare
143
+ 2.17%
$145.48 - $167.38 $20.8K - $23.9K
6.74K $1.09M
CL
Colgate Palmolive CO

Consumer Defensive
933
+ 20.34%
$95.54 - $108.77 $89.1K - $101K
5.52K $573K
GILD
Gilead Sciences, Inc.

Healthcare
594
+ 11.6%
$66.59 - $83.99 $39.6K - $49.9K
5.71K $478K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
190
+ 5.08%
$150.01 - $182.29 $28.5K - $34.6K
3.93K $714K
VXF
Vanguard Extended Market ETF

ETFs
503
+ 22.63%
$163.98 - $182.92 $82.5K - $92K
2.73K $496K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.77K
+ 12.56%
$38.03 - $42.06 $67.1K - $74.2K
15.8K $661K
OTIS
Otis Worldwide Corp

Industrials
918
+ 29.91%
$91.43 - $104.43 $83.9K - $95.9K
3.99K $414K
RELX
Relx PLC

Communication Services
2.21K
+ 24.41%
$44.1 - $48.86 $97.4K - $108K
11.3K $534K
GIS
General Mills Inc

Consumer Defensive
925
+ 19.2%
$62.5 - $75.15 $57.8K - $69.5K
5.74K $423K
VBR
Vanguard Small Cap Value ETF

ETFs
94
+ 1.72%
$179.99 - $201.6 $16.9K - $19K
5.57K $1.12M
DOV
Dover Corp

Industrials
323
+ 6.51%
$172.5 - $193.03 $55.7K - $62.3K
5.29K $1.01M
INTC
Intel Corp

Technology
14.1K
+ 49.99%
$18.9 - $34.87 $266K - $491K
42.2K $990K
INFY
Infosys LTD

Technology
2.31K
+ 12.93%
$18.76 - $23.28 $43.4K - $53.8K
20.2K $449K
SHW
Sherwin Williams CO

Basic Materials
119
+ 14.44%
$294.65 - $384.0 $35.1K - $45.7K
943 $359K
CME
Cme Group Inc.

Financial Services
348
+ 22.25%
$193.43 - $220.62 $67.3K - $76.8K
1.91K $421K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
139
+ 14.2%
$523.84 - $572.02 $72.8K - $79.5K
1.12K $636K
DD
Du Pont De Nemours, Inc.

Basic Materials
922
+ 28.38%
$77.22 - $89.49 $71.2K - $82.5K
4.17K $371K
BDX
Becton Dickinson & CO

Healthcare
398
+ 28.19%
$221.47 - $242.41 $88.1K - $96.5K
1.81K $436K
RS
Reliance Steel & Aluminum CO

Basic Materials
350
+ 24.26%
$271.23 - $308.75 $94.9K - $108K
1.79K $518K
PLD
Prologis, Inc.

Real Estate
436
+ 12.9%
$111.95 - $132.43 $48.8K - $57.7K
3.82K $481K
WELL
Welltower Inc.

Real Estate
426
+ 21.23%
$104.0 - $129.74 $44.3K - $55.3K
2.43K $311K
MVIS
Microvision, Inc.

Technology
100K
+ 33.33%
$1.05 - $1.05 $105K - $105K
400K $420K
TMO
Thermo Fisher Scientific Inc.

Healthcare
34
+ 2.84%
$531.86 - $624.21 $18.1K - $21.2K
1.23K $761K
MELI
Mercadolibre Inc

Consumer Cyclical
9
+ 4.69%
$1591.44 - $2140.1 $14.3K - $19.3K
201 $412K
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
+ 6.08%
$3305.62 - $4268.05 $36.4K - $46.9K
192 $808K
IQV
Iqvia Holdings Inc.

Healthcare
244
+ 20.82%
$206.81 - $251.55 $50.5K - $61.4K
1.42K $335K
PTC
Ptc Inc.

Technology
485
+ 36.19%
$164.85 - $187.32 $80K - $90.9K
1.83K $329K
MS
Morgan Stanley

Financial Services
480
+ 9.58%
$92.07 - $106.96 $44.2K - $51.3K
5.49K $572K
GE
General Electric CO

Industrials
48
+ 1.86%
$156.66 - $189.66 $7.52K - $9.1K
2.63K $495K
UL
Unilever PLC

Consumer Defensive
101
+ 1.33%
$54.7 - $65.59 $5.52K - $6.62K
7.68K $498K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.99K
+ 27.68%
$49.83 - $62.75 $98.9K - $125K
9.16K $527K
RPM
Rpm International Inc

Basic Materials
297
+ 10.82%
$103.91 - $125.03 $30.9K - $37.1K
3.04K $368K
NIO
Nio Inc.

Consumer Cyclical
6.56K
+ 63.92%
$3.67 - $6.68 $24.1K - $43.8K
16.8K $112K
Activity Summary
Buys All Purchases 208 New Holdings 37 Increased Positions 171 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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