Bsw Wealth Partners Reduced Holdings in Q1 2025

Bsw Wealth Partners

  • $653 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MCO
Moodys Corp

Financial Services
-17
- 1.55%
$437.8 - $527.48 $7.44K - $8.97K
1.08K $504K
SPG
Simon Property Group Inc

Real Estate
-39
- 2.66%
$159.48 - $187.78 $6.22K - $7.32K
1.43K $237K
UNP
Union Pacific Corp

Industrials
-231
- 4.05%
$225.21 - $254.42 $52K - $58.8K
5.47K $1.29M
WFC
Wells Fargo & Company

Financial Services
-186
- 5.69%
$66.78 - $81.42 $12.4K - $15.1K
3.08K $221K
QCOM
Qualcomm Inc

Technology
-47
- 0.83%
$151.94 - $175.86 $7.14K - $8.27K
5.62K $862K
UL
Unilever PLC

Consumer Defensive
-498
- 6.25%
$54.72 - $60.29 $27.3K - $30K
7.47K $445K
CPRT
Copart Inc

Consumer Cyclical
-9
- 0.12%
$52.3 - $59.83 $471 - $538
7.27K $411K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-225
- 6.83%
$87.68 - $94.52 $19.7K - $21.3K
3.07K $287K
Arista Networks Inc
-152
- 2.99%
N/A
4.94K $0
Blackrock Inc
-4
- 1.73%
N/A
227 $0
Linde PLC
-109
- 1.99%
N/A
5.38K $0
C
Citigroup Inc

Financial Services
-68
- 0.86%
$67.23 - $84.63 $4.57K - $5.75K
7.87K $558K
Lam Research Corp
-91
- 0.82%
N/A
11K $0
CB
Chubb LTD

Financial Services
-171
- 8.37%
$257.71 - $301.99 $44.1K - $51.6K
1.87K $565K
OTIS
Otis Worldwide Corp

Industrials
-411
- 9.8%
$90.77 - $104.01 $37.3K - $42.7K
3.78K $390K
LNG
Cheniere Energy, Inc.

Energy
-50
- 5.25%
$209.32 - $253.66 $10.5K - $12.7K
903 $208K
KLAC
Kla Corp

Technology
-18
- 4.65%
$636.62 - $777.63 $11.5K - $14K
369 $250K
WF
Woori Financial Group Inc.

Financial Services
-262
- 3.05%
$31.09 - $35.8 $8.15K - $9.38K
8.32K $277K
MCD
Mcdonalds Corp

Consumer Cyclical
-69
- 4.77%
$279.74 - $321.29 $19.3K - $22.2K
1.38K $430K
PG
Procter & Gamble CO

Consumer Defensive
-337
- 1.26%
$158.56 - $176.26 $53.4K - $59.4K
26.3K $4.49M
AIG
American International Group, Inc.

Financial Services
-937
- 13.27%
$70.5 - $86.94 $66.1K - $81.5K
6.13K $532K
MA
Mastercard Inc

Financial Services
-51
- 2.2%
$504.67 - $576.31 $25.7K - $29.4K
2.26K $1.24M
ICE
Intercontinental Exchange, Inc.

Financial Services
-169
- 7.7%
$142.8 - $176.36 $24.1K - $29.8K
2.03K $349K
BP
Bp PLC

Energy
-574
- 5.1%
$29.93 - $35.31 $17.2K - $20.3K
10.7K $360K
MO
Altria Group, Inc.

Consumer Defensive
-192
- 3.73%
$50.81 - $60.02 $9.76K - $11.5K
4.95K $297K
COST
Costco Wholesale Corp

Consumer Defensive
-11
- 0.8%
$890.62 - $1076.86 $9.8K - $11.8K
1.36K $1.28M
LYG
Lloyds Banking Group PLC

Financial Services
-2.96K
- 7.05%
$2.58 - $3.9 $7.62K - $11.5K
39K $148K
JNJ
Johnson & Johnson

Healthcare
-615
- 9.11%
$142.06 - $167.7 $87.4K - $103K
6.13K $1.02M
HCA
Hca Healthcare, Inc.

Healthcare
-32
- 2.74%
$296.7 - $345.55 $9.49K - $11.1K
1.13K $391K
GE
General Electric CO

Industrials
-282
- 9.27%
$168.59 - $212.13 $47.5K - $59.8K
2.76K $552K
ABBV
Abb Vie Inc.

Healthcare
-1.51K
- 13.15%
$169.2 - $216.66 $255K - $327K
9.97K $2.09M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-219
- 0.85%
$33.84 - $37.77 $7.41K - $8.27K
25.4K $925K
CHKP
Check Point Software Technologies LTD

Technology
-16
- 1.18%
$179.88 - $231.31 $2.88K - $3.7K
1.34K $305K
RTX
Raytheon Technologies Corp

Industrials
-29
- 0.85%
$114.1 - $135.66 $3.31K - $3.93K
3.37K $446K
CVX
Chevron Corp

Energy
-337
- 6.81%
$146.71 - $167.97 $49.4K - $56.6K
4.61K $771K
VZ
Verizon Communications Inc

Communication Services
-968
- 4.86%
$37.81 - $46.49 $36.6K - $45K
19K $859K
CDXC
Chroma Dex Corp.

Healthcare
-12K
- 12.79%
$5.26 - $8.55 $63.1K - $103K
81.8K $564K
PGR
Progressive Corp

Financial Services
-67
- 3.16%
$235.61 - $291.22 $15.8K - $19.5K
2.05K $580K
HSBC
Hsbc Holdings PLC

Financial Services
-130
- 1.06%
$48.68 - $61.58 $6.33K - $8.01K
12.1K $697K
CIB
Bancolombia Sa

Financial Services
-1.6K
- 8.93%
$31.99 - $44.29 $51.2K - $70.9K
16.3K $656K
XOM
Exxon Mobil Corp

Energy
-494
- 3.6%
$105.44 - $118.93 $52.1K - $58.8K
13.2K $1.57M
TMUS
T Mobile Us, Inc.

Communication Services
-111
- 3.51%
$211.3 - $272.83 $23.5K - $30.3K
3.05K $812K
TRV
Travelers Companies, Inc.

Financial Services
-102
- 1.55%
$232.43 - $265.13 $23.7K - $27K
6.48K $1.71M
LLY
Eli Lilly & CO

Healthcare
-41
- 1.13%
$725.72 - $929.72 $29.8K - $38.1K
3.59K $2.97M
PM
Philip Morris International Inc.

Consumer Defensive
-19
- 0.42%
$117.15 - $158.79 $2.23K - $3.02K
4.46K $707K
KO
Coca Cola CO

Consumer Defensive
-1.54K
- 5.09%
$60.81 - $72.32 $93.3K - $111K
28.6K $2.05M
T
At&T Inc.

Communication Services
-266
- 0.7%
$21.56 - $28.28 $5.73K - $7.52K
37.5K $1.06M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.86K
- 2.66%
$74.85 - $84.89 $139K - $158K
68K $5.56M
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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