Bsw Wealth Partners Reduced Holdings in Q3 2024

Bsw Wealth Partners

  • $661 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.8K
- 66.4%
$96.25 - $101.98 $558K - $591K
2.93K $296K
IBM
International Business Machines Corp

Technology
-3.18K
- 48.65%
$175.1 - $223.38 $557K - $711K
3.36K $742K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.82K
- 53.96%
$245.82 - $304.51 $448K - $555K
1.56K $473K
STRL
Sterling Construction CO Inc

Industrials
-2.68K
- 49.91%
$102.56 - $148.9 $275K - $399K
2.69K $389K
BK
Bank Of New York Mellon Corp

Financial Services
-4.03K
- 37.11%
$59.54 - $72.17 $240K - $290K
6.82K $490K
DOCN
Digital Ocean Holdings, Inc.

Technology
-6.67K
- 32.34%
$27.27 - $43.23 $182K - $288K
14K $563K
MDT
Medtronic PLC

Healthcare
-2.6K
- 35.43%
$76.84 - $91.03 $199K - $236K
4.73K $425K
CDNS
Cadence Design Systems Inc

Technology
-328
- 22.42%
$246.84 - $321.11 $81K - $105K
1.14K $307K
NXPI
Nxp Semiconductors N.V.

Technology
-307
- 22.71%
$225.14 - $290.78 $69.1K - $89.3K
1.05K $250K
NMR
Nomura Holdings Inc

Financial Services
-11.1K
- 12.76%
$4.92 - $6.31 $54.7K - $70.1K
76K $396K
AMGN
Amgen Inc

Healthcare
-343
- 13.03%
$309.38 - $337.38 $106K - $116K
2.29K $737K
SHG
Shinhan Financial Group CO LTD

Financial Services
-2.06K
- 26.19%
$34.61 - $34.61 $71.2K - $71.2K
5.8K $200K
DIS
Walt Disney CO

Communication Services
-304
- 2.18%
$85.6 - $98.61 $26K - $30K
13.7K $1.31M
HSY
Hershey CO

Consumer Defensive
-459
- 20.25%
$182.45 - $203.25 $83.7K - $93.3K
1.81K $346K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-3.2K
- 15.37%
$11.38 - $14.48 $36.5K - $46.4K
17.6K $222K
AZN
Astrazeneca PLC

Healthcare
-697
- 20.79%
$76.67 - $87.62 $53.4K - $61.1K
2.66K $206K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.01K
- 14.71%
$61.11 - $67.85 $61.7K - $68.5K
5.86K $397K
USB
Us Bancorp \De\

Financial Services
-2K
- 22.18%
$39.04 - $47.23 $78K - $94.3K
7.01K $320K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.11K
- 14.07%
$25.45 - $29.53 $53.7K - $62.3K
12.9K $376K
HON
Honeywell International Inc

Industrials
-21
- 0.83%
$196.73 - $220.21 $4.13K - $4.62K
2.49K $515K
DLR
Digital Realty Trust, Inc.

Real Estate
-211
- 14.14%
$144.47 - $162.98 $30.5K - $34.4K
1.28K $207K
ECL
Ecolab Inc.

Basic Materials
-148
- 13.52%
$228.86 - $255.76 $33.9K - $37.9K
947 $241K
VUG
Vanguard Growth ETF

ETFs
-57
- 7.88%
$341.08 - $391.94 $19.4K - $22.3K
666 $255K
STZ
Constellation Brands, Inc.

Consumer Defensive
-45
- 2.91%
$236.42 - $259.82 $10.6K - $11.7K
1.5K $386K
NOK
Nokia Corp

Technology
-5.67K
- 26.16%
$3.62 - $4.48 $20.5K - $25.4K
16K $70K
AIG
American International Group, Inc.

Financial Services
-3
- 0.04%
$70.16 - $79.23 $210 - $238
6.79K $496K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.05K
- 7.34%
$33.74 - $37.96 $69.1K - $77.7K
25.8K $970K
DEO
Diageo PLC

Consumer Defensive
-240
- 11.4%
$120.02 - $140.77 $28.8K - $33.8K
1.87K $261K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.56K
- 5.63%
$59.93 - $66.52 $93.6K - $104K
26.2K $1.74M
VRSK
Verisk Analytics, Inc.

Industrials
-2
- 0.19%
$260.31 - $285.99 $521 - $572
1.03K $275K
A
Agilent Technologies, Inc.

Healthcare
-742
- 13.06%
$125.42 - $148.48 $93.1K - $110K
4.94K $733K
PRU
Prudential Financial Inc

Financial Services
-98
- 3.91%
$105.53 - $127.32 $10.3K - $12.5K
2.41K $291K
SAN
Banco Santander, S.A.

Financial Services
-1.61K
- 7.77%
$4.37 - $5.16 $7.05K - $8.32K
19.2K $97K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-305
- 5.22%
$46.9 - $51.96 $14.3K - $15.8K
5.54K $285K
LYG
Lloyds Banking Group PLC

Financial Services
-1.7K
- 4.38%
$2.73 - $3.17 $4.63K - $5.38K
37K $115K
CI
Cigna Corp

Healthcare
-39
- 2.63%
$319.12 - $367.1 $12.4K - $14.3K
1.45K $500K
CPNG
Coupang, Inc.

Consumer Cyclical
-1.5K
- 10.98%
$19.79 - $24.92 $29.7K - $37.4K
12.2K $298K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-26
- 0.99%
$77.02 - $85.06 $2K - $2.21K
2.61K $220K
WF
Woori Financial Group Inc.

Financial Services
-456
- 4.97%
$31.41 - $37.84 $14.3K - $17.3K
8.73K $311K
GLD
Spdr Gold Trust

ETFs
-308
- 9.22%
$215.56 - $246.98 $66.4K - $76.1K
3.03K $736K
EQIX
Equinix Inc

Real Estate
-42
- 8.7%
$749.0 - $890.01 $31.5K - $37.4K
441 $391K
PEP
Pepsico Inc

Consumer Defensive
-254
- 1.62%
$161.9 - $179.3 $41.1K - $45.5K
15.4K $2.62M
NFLX
Netflix Inc

Communication Services
-15
- 1.01%
$598.55 - $722.26 $8.98K - $10.8K
1.47K $1.04M
MSI
Motorola Solutions, Inc.

Technology
-16
- 2.13%
$385.65 - $450.49 $6.17K - $7.21K
734 $330K
ITW
Illinois Tool Works Inc

Industrials
-11
- 0.63%
$233.14 - $263.97 $2.56K - $2.9K
1.72K $451K
MCO
Moodys Corp

Financial Services
-29
- 2.76%
$421.49 - $494.67 $12.2K - $14.3K
1.02K $485K
VO
Vanguard Mid Cap ETF

ETFs
-19
- 0.84%
$237.84 - $263.83 $4.52K - $5.01K
2.25K $593K
VB
Vanguard Small Cap ETF

ETFs
-142
- 3.32%
$214.77 - $237.72 $30.5K - $33.8K
4.14K $981K
BSX
Boston Scientific Corp

Healthcare
-10
- 0.13%
$72.96 - $84.0 $730 - $840
7.65K $641K
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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