Bsw Wealth Partners Incresed Positions in Q3 2024

Bsw Wealth Partners

  • $661 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
832
+ 4.78%
$395.15 - $467.56 $329K - $389K
18.2K $7.84M
PHYS
Sprott Physical Gold Trust

Financial Services
703
+ 3.11%
$18.12 - $20.72 $12.7K - $14.6K
23.3K $475K
COST
Costco Wholesale Corp

Consumer Defensive
21
+ 1.56%
$801.83 - $917.05 $16.8K - $19.3K
1.37K $1.21M
PFE
Pfizer Inc

Healthcare
619
+ 1.21%
$27.7 - $31.39 $17.1K - $19.4K
51.8K $1.5M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
2.99K
+ 15.67%
$13.0 - $15.08 $38.9K - $45.1K
22.1K $313K
VZ
Verizon Communications Inc

Communication Services
93
+ 0.55%
$38.89 - $45.0 $3.62K - $4.19K
17.1K $765K
ASX
Ase Technology Holding Co., Ltd.

Technology
12.4K
+ 36.36%
$8.6 - $12.5 $107K - $156K
46.7K $455K
SNPS
Synopsys Inc

Technology
237
+ 38.04%
$463.97 - $621.3 $110K - $147K
860 $435K
HMC
Honda Motor CO LTD

Consumer Cyclical
2.34K
+ 11.66%
$29.02 - $33.61 $68K - $78.7K
22.4K $712K
GS
Goldman Sachs Group Inc

Financial Services
12
+ 0.89%
$459.02 - $510.25 $5.51K - $6.12K
1.37K $676K
PCAR
Paccar Inc

Industrials
807
+ 21.55%
$91.64 - $109.98 $74K - $88.8K
4.55K $448K
XLK
Technology Sector Spdr

ETFs
275
+ 21.02%
$197.34 - $237.68 $54.3K - $65.4K
1.58K $357K
GGB
Gerdau S.A.

Basic Materials
14.5K
+ 33.8%
$3.02 - $3.5 $43.7K - $50.6K
57.3K $200K
LLY
Eli Lilly & CO

Healthcare
134
+ 4.32%
$772.14 - $960.02 $103K - $129K
3.24K $2.87M
CTSH
Cognizant Technology Solutions Corp

Technology
283
+ 7.6%
$66.89 - $77.87 $18.9K - $22K
4.01K $309K
PWR
Quanta Services, Inc.

Industrials
24
+ 2.23%
$239.58 - $298.23 $5.75K - $7.16K
1.1K $327K
OKE
Oneok Inc

Energy
319
+ 11.91%
$78.62 - $95.27 $25.1K - $30.4K
3K $273K
IBN
Icici Bank LTD

Financial Services
896
+ 3.39%
$27.58 - $31.38 $24.7K - $28.1K
27.4K $816K
CSCO
Cisco Systems, Inc.

Technology
290
+ 4.4%
$44.74 - $53.22 $13K - $15.4K
6.88K $366K
CIB
Bancolombia Sa

Financial Services
2.25K
+ 15.66%
$30.73 - $34.79 $69.2K - $78.3K
16.6K $521K
RTX
Raytheon Technologies Corp

Industrials
14
+ 0.6%
$99.55 - $123.34 $1.39K - $1.73K
2.36K $286K
GOOGL
Alphabet Inc.

Communication Services
2.28K
+ 11.34%
$148.65 - $191.18 $339K - $436K
22.4K $3.71M
WIT
Wipro LTD

Technology
2.42K
+ 2.81%
$5.66 - $6.89 $13.7K - $16.7K
88.4K $573K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
225
+ 6.04%
$83.76 - $91.82 $18.8K - $20.7K
3.95K $360K
ADBE
Adobe Inc.

Technology
175
+ 15.38%
$508.13 - $586.55 $88.9K - $103K
1.31K $679K
SCHW
Schwab Charles Corp

Financial Services
1.34K
+ 29.85%
$61.74 - $76.08 $83K - $102K
5.85K $378K
BR
Broadridge Financial Solutions, Inc.

Technology
91
+ 5.92%
$196.56 - $218.55 $17.9K - $19.9K
1.63K $349K
QQQ
Invesco Qqq Trust, Series 1

ETFs
39
+ 1.28%
$434.77 - $502.96 $17K - $19.6K
3.09K $1.51M
TFC
Truist Financial Corp

Financial Services
144
+ 1.41%
$38.22 - $44.94 $5.5K - $6.47K
10.4K $443K
XYL
Xylem Inc.

Industrials
346
+ 14.76%
$126.14 - $141.53 $43.6K - $49K
2.69K $363K
HSBC
Hsbc Holdings PLC

Financial Services
545
+ 4.4%
$40.42 - $45.91 $22K - $25K
12.9K $584K
VIV
Telefonica Brasil S.A.

Communication Services
301
+ 1.53%
$8.08 - $10.27 $2.43K - $3.09K
20K $205K
CVX
Chevron Corp

Energy
526
+ 14.33%
$137.88 - $161.97 $72.5K - $85.2K
4.2K $617K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
232
+ 2.82%
$31.95 - $38.02 $7.41K - $8.82K
8.45K $316K
VMC
Vulcan Materials CO

Basic Materials
156
+ 12.3%
$231.83 - $274.51 $36.2K - $42.8K
1.42K $356K
CHKP
Check Point Software Technologies LTD

Technology
9
+ 0.66%
$165.0 - $195.47 $1.49K - $1.76K
1.38K $266K
FISV
Fiserv Inc

Technology
314
+ 10.23%
N/A
3.38K $423K
KLAC
Kla Corp

Technology
67
+ 23.1%
$696.17 - $892.35 $46.6K - $59.8K
357 $276K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
210
+ 2.56%
$147.95 - $191.05 $31.1K - $40.1K
8.42K $1.46M
AMD
Advanced Micro Devices Inc

Technology
118
+ 1.37%
$128.67 - $183.96 $15.2K - $21.7K
8.75K $1.44M
TEF
Telefonica S A

Communication Services
3.29K
+ 11.4%
$4.18 - $4.9 $13.8K - $16.1K
32.2K $156K
SAP
Sap Se

Technology
22
+ 2.01%
$197.21 - $231.0 $4.34K - $5.08K
1.12K $256K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
53
+ 5.13%
$210.25 - $231.86 $11.1K - $12.3K
1.09K $242K
SIVR
Abrdn Silver ETF Trust

ETFs
238
+ 2.53%
$25.48 - $30.77 $6.06K - $7.32K
9.65K $287K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
437
+ 1.82%
$9.55 - $11.13 $4.17K - $4.86K
24.5K $265K
ADSK
Autodesk, Inc.

Technology
105
+ 7.23%
$245.83 - $245.83 $25.8K - $25.8K
1.56K $382K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.03%
$113.41 - $125.62 $113 - $126
3.05K $383K
CPRT
Copart Inc

Consumer Cyclical
600
+ 9.18%
$49.19 - $55.54 $29.5K - $33.3K
7.13K $373K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
82
+ 3.31%
$81.14 - $92.39 $6.65K - $7.58K
2.56K $226K
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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