Bsw Wealth Partners Reduced Holdings in Q2 2025

Bsw Wealth Partners

  • $719 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-107K
- 14.22%
$48.13 - $49.85 $5.15M - $5.33M
645K $31.6M
AAPL
Apple Inc.

Technology
-4.15K
- 4.11%
$172.42 - $223.89 $716K - $930K
96.9K $19.9M
MGV
Vanguard Mega Cap Value

ETFs
-16.9K
- 26.39%
$114.87 - $131.25 $1.94M - $2.22M
47.2K $6.2M
IEFA
Ishares Tr

ETFs
-29K
- 17.1%
$67.83 - $84.09 $1.96M - $2.43M
140K $11.7M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-25.1K
- 20.75%
$36.02 - $41.92 $905K - $1.05M
95.9K $4.02M
IWM
Ishares Russell 2000 ETF

ETFs
-5.58K
- 21.89%
$174.82 - $215.79 $975K - $1.2M
19.9K $4.3M
UNH
Unitedhealth Group Inc

Healthcare
-339
- 12.68%
$274.35 - $599.47 $93K - $203K
2.33K $728K
XOM
Exxon Mobil Corp

Energy
-3.47K
- 26.23%
$99.93 - $119.04 $347K - $413K
9.76K $1.05M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-15.8K
- 18.35%
$37.93 - $47.69 $599K - $753K
70.2K $3.35M
PG
Procter & Gamble CO

Consumer Defensive
-79
- 0.3%
$157.66 - $172.39 $12.5K - $13.6K
26.3K $4.18M
PFE
Pfizer Inc

Healthcare
-8.16K
- 11.63%
$21.59 - $24.84 $176K - $203K
62K $1.5M
MRK
Merck & Co., Inc.

Healthcare
-912
- 4.84%
$73.47 - $87.12 $67K - $79.5K
17.9K $1.42M
LLY
Eli Lilly & CO

Healthcare
-111
- 3.09%
$713.71 - $898.95 $79.2K - $99.8K
3.48K $2.71M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-8.28K
- 32.55%
$32.66 - $40.75 $270K - $337K
17.2K $694K
NEE
Nextera Energy Inc

Utilities
-3.18K
- 48.83%
$64.11 - $75.0 $204K - $238K
3.33K $231K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-4.52K
- 24.61%
$50.52 - $50.92 $228K - $230K
13.8K $705K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-181
- 12.42%
$390.26 - $489.06 $70.6K - $88.5K
1.28K $517K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-10.8K
- 11.05%
$33.38 - $40.81 $360K - $440K
86.8K $3.54M
JNJ
Johnson & Johnson

Healthcare
-726
- 11.84%
$146.36 - $159.82 $106K - $116K
5.41K $826K
ACN
Accenture PLC

Technology
-450
- 10.95%
$279.23 - $323.21 $126K - $145K
3.66K $1.09M
BMY
Bristol Myers Squibb CO

Healthcare
-1.13K
- 13.55%
$44.12 - $59.6 $49.9K - $67.3K
7.21K $333K
GE
General Electric CO

Industrials
-1.25K
- 45.25%
$166.81 - $257.39 $208K - $321K
1.51K $388K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-7.6K
- 10.99%
$73.02 - $90.22 $555K - $686K
61.5K $5.49M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.01K
- 23.89%
$149.76 - $186.42 $151K - $188K
3.21K $598K
VB
Vanguard Small Cap ETF

ETFs
-924
- 16.74%
$193.73 - $237.37 $179K - $219K
4.6K $1.09M
EEM
Ishares Msci Emerging Markets

ETFs
-6.97K
- 14.69%
$38.52 - $48.28 $269K - $337K
40.5K $1.95M
CVX
Chevron Corp

Energy
-57
- 1.24%
$133.73 - $168.51 $7.62K - $9.61K
4.56K $652K
AMGN
Amgen Inc

Healthcare
-58
- 2.31%
$262.28 - $309.85 $15.2K - $18K
2.45K $685K
TMUS
T Mobile Us, Inc.

Communication Services
-8
- 0.26%
$220.99 - $268.54 $1.77K - $2.15K
3.04K $724K
ITW
Illinois Tool Works Inc

Industrials
-346
- 19.85%
$218.41 - $252.43 $75.6K - $87.3K
1.4K $345K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-6.8K
- 10.0%
$72.96 - $90.39 $496K - $615K
61.2K $5.47M
ELV
Elevance Health, Inc.

Healthcare
-106
- 11.11%
$372.27 - $452.69 $39.5K - $48K
848 $329K
DOCN
Digital Ocean Holdings, Inc.

Technology
-400
- 2.62%
$25.91 - $35.19 $10.4K - $14.1K
14.9K $424K
HD
Home Depot, Inc.

Consumer Cyclical
-223
- 4.72%
$335.24 - $380.78 $74.8K - $84.9K
4.5K $1.65M
EPD
Enterprise Products Partners L.P.

Energy
-424
- 2.06%
$28.95 - $34.22 $12.3K - $14.5K
20.2K $625K
SNY
Sanofi

Healthcare
-378
- 4.66%
$47.62 - $55.44 $18K - $21K
7.74K $373K
GWW
W.W. Grainger, Inc.

Industrials
-113
- 13.73%
$919.93 - $1101.66 $104K - $124K
710 $738K
OTIS
Otis Worldwide Corp

Industrials
-580
- 15.34%
$90.88 - $104.3 $52.7K - $60.5K
3.2K $317K
CPRT
Copart Inc

Consumer Cyclical
-366
- 5.04%
$47.72 - $63.84 $17.5K - $23.4K
6.9K $338K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-874
- 15.99%
$90.56 - $109.49 $79.1K - $95.7K
4.59K $501K
NVO
Novo Nordisk A S

Healthcare
-956
- 9.51%
$58.08 - $81.05 $55.5K - $77.5K
9.1K $628K
BR
Broadridge Financial Solutions, Inc.

Technology
-280
- 16.61%
$217.22 - $246.25 $60.8K - $69K
1.41K $341K
JD
Jd.Com, Inc.

Consumer Cyclical
-249
- 3.66%
$31.44 - $41.32 $7.83K - $10.3K
6.55K $213K
CL
Colgate Palmolive CO

Consumer Defensive
-503
- 9.26%
$87.57 - $96.0 $44K - $48.3K
4.93K $448K
DD
Du Pont De Nemours, Inc.

Basic Materials
-448
- 9.36%
$55.13 - $75.25 $24.7K - $33.7K
4.34K $297K
BP
Bp PLC

Energy
-562
- 5.26%
$26.11 - $33.81 $14.7K - $19K
10.1K $302K
ADBE
Adobe Inc.

Technology
-161
- 10.88%
$340.0 - $420.68 $54.7K - $67.7K
1.32K $510K
RTX
Raytheon Technologies Corp

Industrials
-679
- 20.15%
$113.75 - $148.48 $77.2K - $101K
2.69K $392K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.51K
- 16.01%
$24.32 - $27.87 $36.7K - $42.1K
7.91K $209K
Activity Summary
Buys All Purchases 146 New Holdings 25 Increased Positions 121 Sells All Sells 151 Reductions 151 Sold out 0 Options Calls 0 Puts 0
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