Bsw Wealth Partners New Holdings in Q1 2025

Bsw Wealth Partners

  • $653 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SNY
Sanofi

Healthcare
8.11K
New
$48.15 - $59.42 $391K - $482K
8.11K $449K
GRMN
Garmin LTD

Technology
1.82K
New
$204.55 - $241.93 $372K - $440K
1.82K $394K
DASH
Door Dash, Inc.

Communication Services
1.94K
New
$168.37 - $213.38 $327K - $414K
1.94K $354K
XLF
Financial Sector Spdr

ETFs
6.27K
New
$47.32 - $52.19 $297K - $327K
6.27K $312K
AFL
Aflac Inc

Financial Services
2.64K
New
$100.99 - $111.19 $267K - $294K
2.64K $293K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.42K
New
$27.01 - $28.54 $255K - $269K
9.42K $263K
GPC
Genuine Parts CO

Consumer Cyclical
2.13K
New
$115.91 - $129.02 $247K - $275K
2.13K $253K
ZTS
Zoetis Inc.

Healthcare
1.54K
New
$156.48 - $175.67 $241K - $271K
1.54K $253K
FOX
Fox Corp Cl B (De)

Communication Services
4.73K
New
$45.64 - $54.23 $216K - $257K
4.73K $249K
HAL
Halliburton CO

Energy
9.64K
New
$24.15 - $29.9 $233K - $288K
9.64K $244K
XCEM
Columbia ETF Tr Ii

ETFs
7.86K
New
$29.18 - $30.72 $229K - $242K
7.86K $232K
FAST
Fastenal CO

Industrials
2.84K
New
$71.11 - $79.98 $202K - $227K
2.84K $220K
TTWO
Take Two Interactive Software Inc

Communication Services
1.06K
New
$178.61 - $217.95 $190K - $232K
1.06K $220K
OMC
Omnicom Group Inc.

Communication Services
2.66K
New
$79.43 - $88.34 $211K - $235K
2.66K $220K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4K
New
$54.25 - $57.64 $217K - $230K
4K $220K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.64K
New
$80.53 - $147.57 $132K - $241K
1.64K $216K
EQH
Equitable Holdings, Inc.

Financial Services
4.02K
New
$47.64 - $55.68 $192K - $224K
4.02K $209K
CHD
Church & Dwight CO Inc

Consumer Defensive
1.9K
New
$101.42 - $113.2 $193K - $215K
1.9K $209K
EFG
Msci Eafe Growth ETF

ETFs
2.04K
New
$96.1 - $106.37 $196K - $216K
2.04K $203K
EBAY
Ebay Inc

Consumer Cyclical
2.99K
New
$61.61 - $70.93 $184K - $212K
2.99K $202K
LPL
Lg Display Co., Ltd.

Technology
13.4K
New
$3.08 - $3.49 $41.3K - $46.8K
13.4K $41K
BBD
Bank Bradesco

Financial Services
13.2K
New
$1.85 - $2.32 $24.3K - $30.5K
13.2K $29K
CIG
Energy CO Of Minas Gerais

Utilities
12.1K
New
$1.71 - $1.98 $20.6K - $23.9K
12.1K $21K
American Centy ETF Tr
5.88K
New
N/A
5.88K $0
Te Connectivity PLC
3.19K
New
N/A
3.19K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
7.6K
New
N/A
7.6K $0
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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