Bsw Wealth Partners Reduced Holdings in Q4 2024

Bsw Wealth Partners

  • $676 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
-6.28K
- 1.05%
$60.9 - $66.69 $382K - $419K
591K $36.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-22.4K
- 2.87%
$49.79 - $51.14 $1.12M - $1.15M
759K $38M
AVES
American Centy ETF Tr Avantis

ETFs
-3.5K
- 1.9%
$46.2 - $53.09 $162K - $186K
181K $8.37M
MGV
Vanguard Mega Cap Value

ETFs
-7.98K
- 10.3%
$124.06 - $133.48 $989K - $1.06M
69.5K $8.68M
AVEM
American Centy ETF Tr Avantis

ETFs
-1.83K
- 0.93%
$58.59 - $66.14 $107K - $121K
196K $11.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.33K
- 4.55%
$75.1 - $82.99 $250K - $277K
69.9K $5.28M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-8.33K
- 5.72%
$38.96 - $43.28 $325K - $361K
137K $5.41M
PG
Procter & Gamble CO

Consumer Defensive
-1.46K
- 5.19%
$161.05 - $179.7 $235K - $262K
26.7K $4.47M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-6.24K
- 7.37%
$61.68 - $67.87 $385K - $424K
78.4K $4.89M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.47K
- 30.16%
$264.18 - $304.19 $388K - $447K
3.4K $952K
IEMG
Ishares Inc

ETFs
-6.27K
- 2.61%
N/A
234K $12.5M
IWM
Ishares Russell 2000 ETF

ETFs
-1.4K
- 5.03%
$216.13 - $242.4 $302K - $339K
26.4K $5.83M
HMC
Honda Motor CO LTD

Consumer Cyclical
-7.8K
- 34.77%
$23.7 - $32.62 $185K - $255K
14.6K $417K
PEP
Pepsico Inc

Consumer Defensive
-85
- 0.55%
$151.29 - $176.1 $12.9K - $15K
15.3K $2.33M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-4.4K
- 3.97%
$41.74 - $46.2 $184K - $203K
106K $4.46M
MRK
Merck & Co., Inc.

Healthcare
-138
- 0.76%
$96.31 - $114.76 $13.3K - $15.8K
18K $1.79M
CI
Cigna Corp

Healthcare
-368
- 25.45%
$265.59 - $358.58 $97.7K - $132K
1.08K $297K
BALL
Ball Corp

Consumer Cyclical
-509
- 3.94%
$54.84 - $67.94 $27.9K - $34.6K
12.4K $680K
NVS
Novartis Ag

Healthcare
-558
- 7.22%
$96.78 - $117.18 $54K - $65.4K
7.17K $697K
PLD
Prologis, Inc.

Real Estate
-825
- 21.62%
$101.4 - $126.96 $83.7K - $105K
2.99K $316K
QCOM
Qualcomm Inc

Technology
-390
- 6.44%
$150.4 - $178.04 $58.7K - $69.4K
5.66K $869K
BDX
Becton Dickinson & CO

Healthcare
-578
- 31.93%
$220.02 - $243.75 $127K - $141K
1.23K $279K
ADBE
Adobe Inc.

Technology
-118
- 8.99%
$437.39 - $552.96 $51.6K - $65.2K
1.2K $531K
UMC
United Microelectronics Corp

Technology
-13.9K
- 51.5%
$6.34 - $8.35 $88K - $116K
13.1K $84K
HSY
Hershey CO

Consumer Defensive
-594
- 32.85%
$168.67 - $193.65 $100K - $115K
1.21K $205K
ASML
Asml Holding Nv

Technology
-8
- 0.92%
$658.43 - $872.27 $5.27K - $6.98K
864 $598K
HCA
Hca Healthcare, Inc.

Healthcare
-3
- 0.26%
$297.52 - $415.61 $893 - $1.25K
1.17K $349K
BNL
Broadstone Net Lease, Inc.

Real Estate
-58
- 0.15%
$15.86 - $18.7 $920 - $1.08K
39.9K $633K
CAG
Conagra Brands Inc.

Consumer Defensive
-2.38K
- 19.5%
$26.48 - $32.72 $63K - $77.9K
9.83K $272K
IQV
Iqvia Holdings Inc.

Healthcare
-269
- 19.0%
$190.97 - $236.63 $51.4K - $63.7K
1.15K $225K
NEE
Nextera Energy Inc

Utilities
-272
- 3.88%
$69.77 - $85.43 $19K - $23.2K
6.73K $482K
MU
Micron Technology Inc

Technology
-152
- 3.41%
$84.16 - $113.41 $12.8K - $17.2K
4.31K $362K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-185
- 0.72%
$34.13 - $37.35 $6.31K - $6.91K
25.6K $875K
MDT
Medtronic PLC

Healthcare
-588
- 12.43%
$79.61 - $92.24 $46.8K - $54.2K
4.14K $330K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-1.26K
- 14.85%
$31.24 - $37.15 $39.2K - $46.6K
7.2K $231K
CL
Colgate Palmolive CO

Consumer Defensive
-100
- 1.81%
$90.22 - $102.31 $9.02K - $10.2K
5.42K $492K
DD
Du Pont De Nemours, Inc.

Basic Materials
-247
- 5.92%
$75.95 - $88.05 $18.8K - $21.7K
3.92K $299K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-660
- 16.7%
$88.59 - $94.57 $58.5K - $62.4K
3.29K $292K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-3.46K
- 15.68%
$13.01 - $14.43 $45.1K - $50K
18.6K $246K
LOW
Lowes Companies Inc

Consumer Cyclical
-44
- 1.99%
$244.52 - $284.07 $10.8K - $12.5K
2.17K $534K
GGB
Gerdau S.A.

Basic Materials
-8.21K
- 14.34%
$2.88 - $3.61 $23.6K - $29.6K
49K $141K
DEO
Diageo PLC

Consumer Defensive
-239
- 12.81%
$118.0 - $139.88 $28.2K - $33.4K
1.63K $206K
VT
Vanguard Total World Stk Index

ETFs
-201
- 1.49%
$117.09 - $123.07 $23.5K - $24.7K
13.3K $1.56M
MCD
Mcdonalds Corp

Consumer Cyclical
-110
- 7.07%
$288.47 - $316.54 $31.7K - $34.8K
1.45K $419K
CB
Chubb LTD

Financial Services
-94
- 4.4%
$271.57 - $301.89 $25.5K - $28.4K
2.04K $564K
STLD
Steel Dynamics Inc

Basic Materials
-489
- 19.46%
N/A
2.02K $198K
GWW
W.W. Grainger, Inc.

Industrials
-57
- 6.41%
$1023.06 - $1220.93 $58.3K - $69.6K
832 $876K
WF
Woori Financial Group Inc.

Financial Services
-148
- 1.7%
$31.21 - $37.04 $4.62K - $5.48K
8.58K $268K
JD
Jd.Com, Inc.

Consumer Cyclical
-82
- 1.22%
$33.35 - $47.1 $2.73K - $3.86K
6.66K $230K
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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