Bsw Wealth Partners New Holdings in Q3 2024

Bsw Wealth Partners

  • $661 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BNL
Broadstone Net Lease, Inc.

Real Estate
40K
New
$15.64 - $18.95 $626K - $758K
40K $758K
LMT
Lockheed Martin Corp

Industrials
838
New
$460.3 - $584.56 $386K - $490K
838 $489K
CAG
Conagra Brands Inc.

Consumer Defensive
12.2K
New
$28.13 - $32.83 $343K - $401K
12.2K $396K
CTAS
Cintas Corp

Industrials
1.74K
New
$201.38 - $819.83 $351K - $1.43M
1.74K $358K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
6.5K
New
$50.85 - $53.88 $331K - $350K
6.5K $349K
IT
Gartner Inc

Technology
646
New
$441.32 - $516.47 $285K - $334K
646 $327K
CDXC
Chroma Dex Corp.

Healthcare
88.8K
New
$2.51 - $3.8 $223K - $338K
88.8K $324K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.92K
New
$136.93 - $162.81 $263K - $313K
1.92K $308K
JD
Jd.Com, Inc.

Consumer Cyclical
6.74K
New
$24.95 - $40.01 $168K - $270K
6.74K $269K
K
Kellogg CO

Consumer Defensive
3.3K
New
$56.19 - $80.81 $186K - $267K
3.3K $266K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2.3K
New
$104.5 - $114.97 $241K - $265K
2.3K $263K
ELV
Elevance Health, Inc.

Healthcare
499
New
$500.12 - $562.29 $250K - $281K
499 $259K
OMC
Omnicom Group Inc.

Communication Services
2.45K
New
$87.69 - $103.9 $215K - $255K
2.45K $253K
CMCSA
Comcast Corp

Communication Services
6K
New
$37.33 - $41.78 $224K - $251K
6K $250K
SPG
Simon Property Group Inc

Real Estate
1.47K
New
$146.09 - $170.11 $214K - $250K
1.47K $248K
STLD
Steel Dynamics Inc

Basic Materials
2.51K
New
N/A
2.51K $246K
TT
Trane Technologies PLC

Industrials
634
New
$314.21 - $388.71 $199K - $246K
634 $246K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.17K
New
$64.57 - $71.76 $205K - $227K
3.17K $227K
COLB
Columbia Banking System, Inc.

Financial Services
8.49K
New
$19.13 - $26.99 $162K - $229K
8.49K $221K
VMI
Valmont Industries Inc

Industrials
750
New
$260.22 - $302.59 $195K - $227K
750 $217K
O
Realty Income Corp

Real Estate
3.4K
New
$52.36 - $63.42 $178K - $216K
3.4K $215K
PANW
Palo Alto Networks Inc

Technology
629
New
$294.18 - $368.01 $185K - $231K
629 $214K
L
Loews Corp

Financial Services
2.69K
New
$73.76 - $81.96 $198K - $220K
2.69K $212K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.28K
New
$59.25 - $65.33 $194K - $214K
3.28K $212K
HUBB
Hubbell Inc

Industrials
490
New
$355.55 - $428.48 $174K - $210K
490 $209K
CHT
Chunghwa Telecom CO LTD

Communication Services
5.24K
New
$36.12 - $40.59 $189K - $213K
5.24K $207K
BLK
Black Rock Inc.

Financial Services
218
New
$782.27 - $949.51 $171K - $207K
218 $206K
PAYX
Paychex Inc

Industrials
1.51K
New
$116.17 - $135.19 $176K - $204K
1.51K $202K
MO
Altria Group, Inc.

Consumer Defensive
3.95K
New
$45.95 - $54.71 $181K - $216K
3.95K $201K
GD
General Dynamics Corp

Industrials
668
New
$279.51 - $308.09 $187K - $206K
668 $201K
WY
Weyerhaeuser CO

Real Estate
5.94K
New
$27.05 - $33.84 $161K - $201K
5.94K $200K
ABEV
Ambev S.A.

Consumer Defensive
13.6K
New
$2.04 - $2.44 $27.7K - $33.1K
13.6K $33K
Ferguson Enterprises Inc
1.35K
New
N/A
1.35K $0
UHALB
Amerco Com Ser N
3.9K
New
N/A
3.9K $0
Gsk PLC
5.45K
New
N/A
5.45K $0
BFB
Brown Forman Corp Cl B
4.57K
New
N/A
4.57K $0
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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