Bsw Wealth Partners Sells in Q1 2025

Bsw Wealth Partners

  • $653 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-3.05K
- 1.72%
$554.06 - $615.85 $1.69M - $1.88M
174K $98M
AAPL
Apple Inc.

Technology
-9.15K
- 8.3%
$209.68 - $247.1 $1.92M - $2.26M
101K $22.4M
NVDA
Nvidia Corp

Technology
-5.91K
- 7.73%
$106.98 - $149.43 $633K - $884K
70.6K $7.65M
AVUS
American Centy ETF Tr Avantis

ETFs
-3.83K
- 1.1%
$90.7 - $101.57 $347K - $389K
343K $31.7M
MSFT
Microsoft Corp

Technology
-2.54K
- 12.5%
$375.39 - $447.2 $954K - $1.14M
17.8K $6.68M
SPY
Spdr S&P 500 ETF Trust

ETFs
-581
- 1.23%
$551.42 - $612.93 $320K - $356K
46.6K $26.1M
GOOGL
Alphabet Inc.

Communication Services
-4.42K
- 18.44%
$154.33 - $206.19 $682K - $911K
19.5K $3.02M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-8.97K
- 13.78%
$96.93 - $109.51 $869K - $982K
56.1K $5.5M
MUB
Ishares National Muni Bond ETF

ETFs
-11.1K
- 30.29%
$104.71 - $107.69 $1.16M - $1.19M
25.5K $2.69M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.27K
- 3.88%
$190.26 - $242.06 $242K - $307K
31.5K $5.99M
IWM
Ishares Russell 2000 ETF

ETFs
-903
- 3.42%
$198.1 - $229.79 $179K - $208K
25.5K $5.08M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-7.09K
- 0.93%
$49.25 - $50.66 $349K - $359K
752K $37.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-757
- 20.69%
$222.15 - $428.22 $168K - $324K
2.9K $752K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-8.71K
- 8.19%
$37.9 - $43.9 $330K - $382K
97.6K $3.74M
AVUV
American Centy ETF Tr Avantis

ETFs
-320
- 0.45%
$84.95 - $100.62 $27.2K - $32.2K
70K $6.11M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-8.97K
- 9.45%
$42.24 - $47.29 $379K - $424K
86K $3.68M
IEFA
Ishares Tr

ETFs
-20.8K
- 10.95%
$69.57 - $78.65 $1.45M - $1.64M
169K $12.8M
DHR
Danaher Corp

Healthcare
-2.14K
- 57.58%
$201.62 - $250.59 $431K - $536K
1.58K $322K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-16.4K
- 11.91%
$38.89 - $41.6 $637K - $681K
121K $4.9M
MGV
Vanguard Mega Cap Value

ETFs
-5.31K
- 7.65%
$123.61 - $133.01 $657K - $707K
64.2K $8.27M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-3.5K
- 40.58%
$114.57 - $118.14 $401K - $414K
5.13K $605K
ISRG
Intuitive Surgical Inc

Healthcare
-678
- 43.57%
$476.63 - $610.45 $323K - $414K
878 $434K
LMT
Lockheed Martin Corp

Industrials
-647
- 40.74%
$423.19 - $506.29 $274K - $328K
941 $420K
NOW
Service Now, Inc.

Technology
-109
- 11.55%
$783.83 - $1170.39 $85.4K - $128K
835 $664K
ORCL
Oracle Corp

Technology
-284
- 2.69%
$139.81 - $186.47 $39.7K - $53K
10.3K $1.44M
NVS
Novartis Ag

Healthcare
-3.57K
- 49.78%
$97.14 - $115.57 $347K - $412K
3.6K $401K
CRM
Salesforce, Inc.

Technology
-93
- 2.32%
$268.36 - $359.95 $25K - $33.5K
3.91K $1.05M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-3.48K
- 36.14%
$47.79 - $59.89 $166K - $208K
6.14K $308K
EEM
Ishares Msci Emerging Markets

ETFs
-8.04K
- 14.48%
$40.81 - $45.34 $328K - $365K
47.5K $2.08M
STRL
Sterling Construction CO Inc

Industrials
-822
- 30.56%
$108.65 - $200.56 $89.3K - $165K
1.87K $211K
BX
Blackstone Inc.

Financial Services
-236
- 3.81%
$136.53 - $186.74 $32.2K - $44.1K
5.96K $833K
CAT
Caterpillar Inc

Industrials
-417
- 14.67%
$326.75 - $407.63 $136K - $170K
2.43K $799K
NFLX
Netflix Inc

Communication Services
-313
- 20.04%
$828.4 - $1058.6 $259K - $331K
1.25K $1.16M
DIS
Walt Disney CO

Communication Services
-416
- 2.81%
$96.87 - $114.0 $40.3K - $47.4K
14.4K $1.42M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-4.36K
- 19.18%
$50.72 - $50.92 $221K - $222K
18.4K $933K
MS
Morgan Stanley

Financial Services
-1.29K
- 19.5%
$111.68 - $141.08 $144K - $181K
5.31K $619K
AMAT
Applied Materials Inc

Technology
-720
- 12.91%
$145.06 - $195.51 $104K - $141K
4.86K $704K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.51K
- 9.42%
$42.5 - $46.71 $234K - $257K
52.9K $2.4M
A
Agilent Technologies, Inc.

Healthcare
-440
- 8.24%
$116.69 - $152.6 $51.3K - $67.1K
4.9K $573K
WIT
Wipro LTD

Technology
-17.8K
- 9.94%
$3.0 - $3.77 $53.4K - $67.1K
161K $493K
PTC
Ptc Inc.

Technology
-509
- 26.06%
$153.3 - $193.48 $78K - $98.5K
1.44K $223K
GILD
Gilead Sciences, Inc.

Healthcare
-2.24K
- 36.97%
$89.14 - $117.41 $199K - $263K
3.81K $427K
MU
Micron Technology Inc

Technology
-1.61K
- 37.47%
$86.89 - $109.38 $140K - $176K
2.69K $233K
GIS
General Mills Inc

Consumer Defensive
-1.72K
- 29.5%
$57.56 - $65.3 $98.8K - $112K
4.1K $245K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-6.63K
- 8.76%
$75.32 - $84.77 $500K - $562K
69.1K $5.65M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-4.4K
- 23.01%
$31.42 - $34.87 $138K - $153K
14.7K $496K
BK
Bank Of New York Mellon Corp

Financial Services
-1.92K
- 27.98%
$75.42 - $88.95 $145K - $171K
4.95K $415K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-690
- 18.12%
$120.29 - $134.6 $83K - $92.9K
3.12K $380K
RELX
Relx PLC

Communication Services
-3.26K
- 27.67%
$45.34 - $51.91 $148K - $169K
8.51K $429K
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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