Bsw Wealth Partners Sells in Q3 2025

Bsw Wealth Partners

  • $788 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-4.87K
- 15.58%
$211.65 - $238.24 $1.03M - $1.16M
26.4K $5.79M
ACN
Accenture PLC

Technology
-1.37K
- 37.48%
$232.56 - $304.78 $319K - $418K
2.29K $563K
MUB
Ishares National Muni Bond ETF

ETFs
-5.75K
- 7.68%
$103.24 - $106.68 $594K - $614K
69.1K $7.36M
DOV
Dover Corp

Industrials
-2.02K
- 31.24%
$165.59 - $190.9 $335K - $386K
4.45K $742K
DE
Deere & CO

Industrials
-529
- 36.56%
$457.26 - $524.37 $242K - $277K
918 $419K
ADBE
Adobe Inc.

Technology
-678
- 51.4%
$333.65 - $392.1 $226K - $266K
641 $226K
MGV
Vanguard Mega Cap Value

ETFs
-4.09K
- 8.65%
$129.46 - $137.85 $529K - $563K
43.1K $5.94M
CARR
Carrier Global Corp

Industrials
-2.26K
- 30.77%
$58.75 - $80.73 $133K - $183K
5.09K $303K
HSBC
Hsbc Holdings PLC

Financial Services
-4.9K
- 41.2%
$60.27 - $70.98 $295K - $348K
6.99K $496K
DELL
Dell Technologies Inc.

Technology
-4.18K
- 21.37%
$120.96 - $141.77 $506K - $593K
15.4K $2.18M
UL
Unilever PLC

Consumer Defensive
-2.94K
- 34.82%
$58.43 - $65.01 $171K - $191K
5.49K $325K
GWW
W.W. Grainger, Inc.

Industrials
-125
- 17.61%
$932.44 - $1059.49 $117K - $132K
585 $557K
AIG
American International Group, Inc.

Financial Services
-1.68K
- 28.13%
$76.34 - $85.87 $128K - $144K
4.29K $336K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.09K
- 36.97%
$60.9 - $70.75 $127K - $148K
3.56K $222K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-4.08K
- 6.64%
$87.05 - $93.19 $356K - $381K
57.4K $5.34M
CL
Colgate Palmolive CO

Consumer Defensive
-941
- 19.09%
$79.36 - $93.33 $74.7K - $87.8K
3.99K $318K
BSX
Boston Scientific Corp

Healthcare
-194
- 2.24%
$97.03 - $108.14 $18.8K - $21K
8.47K $827K
EQIX
Equinix Inc

Real Estate
-118
- 26.4%
$756.7 - $811.13 $89.3K - $95.7K
329 $257K
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.75K
- 40.31%
$69.9 - $78.26 $122K - $137K
2.59K $201K
PM
Philip Morris International Inc.

Consumer Defensive
-2
- 0.04%
$157.77 - $183.27 $316 - $367
4.45K $721K
VRSK
Verisk Analytics, Inc.

Industrials
-38
- 2.94%
$242.3 - $312.95 $9.21K - $11.9K
1.26K $315K
SAN
Banco Santander, S.A.

Financial Services
-13.2K
- 54.25%
$8.27 - $10.48 $109K - $138K
11.1K $116K
RS
Reliance Steel & Aluminum CO

Basic Materials
-39
- 1.75%
$277.33 - $343.66 $10.8K - $13.4K
2.19K $614K
CTAS
Cintas Corp

Industrials
-184
- 7.87%
$199.29 - $226.27 $36.7K - $41.6K
2.15K $441K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-210
- 5.09%
$185.65 - $214.38 $39K - $45K
3.92K $785K
STZ
Constellation Brands, Inc.

Consumer Defensive
-182
- 9.74%
$131.78 - $176.09 $24K - $32K
1.69K $227K
CAG
Conagra Brands Inc.

Consumer Defensive
-2.55K
- 18.43%
$18.04 - $21.14 $46K - $53.9K
11.3K $206K
URI
United Rentals, Inc.

Industrials
-190
- 36.19%
$774.14 - $975.23 $147K - $185K
335 $319K
SAP
Sap Se

Technology
-88
- 6.49%
$252.42 - $311.93 $22.2K - $27.4K
1.27K $338K
UNP
Union Pacific Corp

Industrials
-448
- 8.21%
$214.91 - $237.16 $96.3K - $106K
5.01K $1.18M
DHR
Danaher Corp

Healthcare
-349
- 21.84%
$181.46 - $212.2 $63.3K - $74.1K
1.25K $247K
UNH
Unitedhealth Group Inc

Healthcare
-409
- 17.52%
$237.77 - $353.61 $97.2K - $145K
1.93K $664K
HON
Honeywell International Inc

Industrials
-11
- 0.41%
$207.7 - $240.4 $2.28K - $2.64K
2.69K $565K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-6.36K
- 9.06%
$47.64 - $51.71 $303K - $329K
63.8K $3.29M
IBM
International Business Machines Corp

Technology
-18
- 0.43%
$234.77 - $292.47 $4.23K - $5.26K
4.16K $1.17M
KT
Kt Corp

Communication Services
-1.68K
- 9.49%
$19.32 - $21.38 $32.5K - $36K
16K $312K
HSY
Hershey CO

Consumer Defensive
-473
- 30.52%
$161.95 - $193.45 $76.6K - $91.5K
1.08K $201K
SYK
Stryker Corp

Healthcare
-31
- 1.83%
$368.57 - $403.53 $11.4K - $12.5K
1.66K $615K
GGB
Gerdau S.A.

Basic Materials
-21.3K
- 29.37%
$2.85 - $3.2 $60.8K - $68.2K
51.3K $158K
PCAR
Paccar Inc

Industrials
-680
- 14.97%
$92.91 - $102.86 $63.2K - $69.9K
3.86K $379K
INTC
Intel Corp

Technology
-19.6K
- 36.0%
$19.31 - $35.5 $378K - $695K
34.8K $1.17M
PGR
Progressive Corp

Financial Services
-32
- 1.54%
$238.61 - $264.3 $7.64K - $8.46K
2.05K $505K
LYV
Live Nation Entertainment, Inc.

Communication Services
-459
- 17.22%
$143.56 - $174.06 $65.9K - $79.9K
2.21K $360K
TMUS
T Mobile Us, Inc.

Communication Services
-173
- 5.69%
$226.02 - $259.01 $39.1K - $44.8K
2.87K $686K
CRWD
Crowd Strike Holdings, Inc.

Technology
-54
- 9.0%
$412.46 - $514.1 $22.3K - $27.8K
546 $267K
XLF
Financial Sector Spdr

ETFs
-871
- 13.87%
$51.37 - $54.25 $44.7K - $47.3K
5.41K $291K
NVS
Novartis Ag

Healthcare
-478
- 13.71%
$113.5 - $129.73 $54.3K - $62K
3.01K $385K
CHKP
Check Point Software Technologies LTD

Technology
-64
- 4.9%
$180.73 - $231.23 $11.6K - $14.8K
1.24K $256K
ADSK
Autodesk, Inc.

Technology
-130
- 7.12%
N/A
1.7K $417K
Activity Summary
Buys All Purchases 178 New Holdings 33 Increased Positions 145 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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