Bsw Wealth Partners New Holdings in Q4 2024

Bsw Wealth Partners

  • $676 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
22.7K
New
$50.67 - $50.9 $1.15M - $1.16M
22.7K $1.15M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
8.63K
New
$115.08 - $119.55 $993K - $1.03M
8.63K $997K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.59K
New
$174.22 - $187.62 $451K - $486K
2.59K $453K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.42K
New
$131.66 - $144.0 $451K - $493K
3.42K $452K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
845
New
$417.69 - $450.94 $353K - $381K
845 $359K
SONY
Sony Group Corp

Technology
14.3K
New
$17.53 - $96.8 $250K - $1.38M
14.3K $301K
SHOP
Shopify Inc.

Technology
2.53K
New
$78.14 - $119.49 $198K - $302K
2.53K $269K
BAC
Bank Of America Corp

Financial Services
5.71K
New
$39.22 - $47.77 $224K - $273K
5.71K $250K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.17K
New
$59.25 - $72.99 $247K - $305K
4.17K $249K
COP
Conocophillips

Energy
2.4K
New
$95.12 - $114.72 $228K - $275K
2.4K $238K
JCI
Johnson Controls International PLC

Industrials
2.75K
New
$74.23 - $86.6 $204K - $238K
2.75K $217K
MET
Metlife Inc

Financial Services
2.63K
New
$78.15 - $88.25 $206K - $232K
2.63K $215K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.65K
New
$109.06 - $140.54 $180K - $232K
1.65K $213K
CMI
Cummins Inc

Industrials
607
New
$324.93 - $383.42 $197K - $233K
607 $211K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.3K
New
$87.42 - $98.06 $201K - $226K
2.3K $205K
PSX
Phillips 66

Energy
1.8K
New
$110.35 - $138.93 $199K - $250K
1.8K $204K
LNG
Cheniere Energy, Inc.

Energy
953
New
$181.07 - $225.92 $173K - $215K
953 $204K
WDAY
Workday, Inc.

Technology
776
New
$233.85 - $279.91 $181K - $217K
776 $200K
VTHR
Vanguard Russell 3000 ETF

ETFs
771
New
$251.33 - $271.45 $194K - $209K
771 $200K
Ge Vernova Inc
784
New
N/A
784 $0
Blackrock Inc
231
New
N/A
231 $0
Lam Research Corp
11.1K
New
N/A
11.1K $0
Arista Networks Inc
5.09K
New
N/A
5.09K $0
Yandex N V
7.97K
New
N/A
7.97K $0
Activity Summary
Buys All Purchases 212 New Holdings 25 Increased Positions 187 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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