Bsw Wealth Partners Sells in Q1 2025

Bsw Wealth Partners

  • $653 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-248
- 0.32%
$21.23 - $23.75 $5.27K - $5.89K
77.1K $1.66M
VBR
Vanguard Small Cap Value ETF

ETFs
-131
- 2.15%
$183.02 - $207.75 $24K - $27.2K
5.95K $1.11M
HON
Honeywell International Inc

Industrials
-217
- 7.44%
$202.75 - $226.52 $44K - $49.2K
2.7K $571K
MDT
Medtronic PLC

Healthcare
-1.43K
- 34.5%
$79.84 - $94.5 $114K - $135K
2.71K $243K
CDNS
Cadence Design Systems Inc

Technology
-107
- 8.71%
$233.96 - $324.52 $25K - $34.7K
1.12K $285K
EQIX
Equinix Inc

Real Estate
-20
- 4.23%
$803.0 - $959.97 $16.1K - $19.2K
453 $369K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-15
- 0.35%
$168.84 - $202.89 $2.53K - $3.04K
4.22K $741K
META
Meta Platforms, Inc.

Communication Services
-15
- 0.31%
$576.36 - $736.67 $8.65K - $11.1K
4.77K $2.75M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-603
- 14.73%
$126.11 - $135.06 $76K - $81.4K
3.49K $450K
SCHW
Schwab Charles Corp

Financial Services
-1.22K
- 19.0%
$71.24 - $83.64 $86.6K - $102K
5.19K $405K
GWW
W.W. Grainger, Inc.

Industrials
-9
- 1.08%
$953.54 - $1132.42 $8.58K - $10.2K
823 $812K
VXF
Vanguard Extended Market ETF

ETFs
-75
- 2.63%
$170.36 - $201.04 $12.8K - $15.1K
2.78K $478K
DE
Deere & CO

Industrials
-306
- 17.14%
$408.57 - $509.27 $125K - $156K
1.48K $694K
GS
Goldman Sachs Group Inc

Financial Services
-42
- 2.86%
$524.81 - $672.19 $22K - $28.2K
1.43K $780K
URI
United Rentals, Inc.

Industrials
-25
- 4.45%
$594.17 - $789.56 $14.9K - $19.7K
537 $336K
IEMG
Ishares Inc

ETFs
-1.08K
- 0.46%
N/A
233K $12.5M
CHT
Chunghwa Telecom CO LTD

Communication Services
-1.68K
- 24.54%
$36.78 - $39.46 $61.9K - $66.4K
5.17K $202K
TEF
Telefonica S A

Communication Services
-15.8K
- 46.48%
$3.89 - $4.73 $61.5K - $74.8K
18.2K $84K
CPNG
Coupang, Inc.

Consumer Cyclical
-2.3K
- 18.88%
$21.34 - $25.52 $49K - $58.6K
9.86K $216K
USB
Us Bancorp \De\

Financial Services
-241
- 3.26%
$40.92 - $50.9 $9.86K - $12.3K
7.16K $302K
SNPS
Synopsys Inc

Technology
-6
- 0.69%
$428.58 - $551.54 $2.57K - $3.31K
859 $368K
VIG
Vanguard Dividend Appreciation

ETFs
-265
- 7.24%
N/A
3.4K $618K
PEP
Pepsico Inc

Consumer Defensive
-89
- 0.58%
$142.64 - $156.42 $12.7K - $13.9K
15.2K $2.29M
AMT
American Tower Corp

Real Estate
-555
- 24.82%
$173.46 - $217.6 $96.3K - $121K
1.68K $365K
PNR
Pentair PLC

Industrials
-34
- 1.11%
$84.0 - $105.35 $2.86K - $3.58K
3.02K $264K
SYY
Sysco Corp

Consumer Defensive
-430
- 6.39%
$70.0 - $77.13 $30.1K - $33.2K
6.3K $472K
SHOP
Shopify Inc.

Technology
-153
- 6.05%
$90.59 - $129.31 $13.9K - $19.8K
2.38K $227K
OKE
Oneok Inc

Energy
-375
- 11.47%
$89.57 - $109.85 $33.6K - $41.2K
2.89K $287K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1K
- 5.99%
$21.75 - $24.28 $21.8K - $24.3K
15.7K $346K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-39
- 0.96%
$175.5 - $209.86 $6.84K - $8.18K
4.01K $726K
IBN
Icici Bank LTD

Financial Services
-2.77K
- 9.67%
$27.55 - $31.67 $76.3K - $87.8K
25.9K $815K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.46K
- 17.13%
$32.74 - $36.2 $47.8K - $52.9K
7.07K $246K
ADI
Analog Devices Inc

Technology
-120
- 9.32%
$201.56 - $243.82 $24.2K - $29.3K
1.17K $235K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-373
- 3.2%
$23.16 - $27.04 $8.64K - $10.1K
11.3K $263K
ACWI
Ishares Msci Acwi ETF

ETFs
-1
- -0.0%
$115.16 - $124.13 $115 - $124
30.9K $3.59M
INTC
Intel Corp

Technology
-8.68K
- 14.25%
$19.1 - $27.39 $166K - $238K
52.2K $1.19M
BMY
Bristol Myers Squibb CO

Healthcare
-1.2K
- 12.58%
$53.9 - $63.11 $64.7K - $75.7K
8.34K $508K
WMT
Walmart Inc.

Consumer Defensive
-12
- 0.1%
$84.5 - $105.05 $1.01K - $1.26K
11.9K $1.04M
FISV
Fiserv Inc

Technology
-228
- 6.1%
N/A
3.51K $439K
PRU
Prudential Financial Inc

Financial Services
-96
- 3.98%
$105.04 - $122.33 $10.1K - $11.7K
2.32K $258K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-120
- 4.63%
$169.43 - $182.84 $20.3K - $21.9K
2.47K $427K
HDB
Hdfc Bank LTD

Financial Services
-649
- 7.92%
$58.06 - $66.85 $37.7K - $43.4K
7.55K $501K
ITW
Illinois Tool Works Inc

Industrials
-46
- 2.57%
$244.9 - $274.48 $11.3K - $12.6K
1.74K $432K
ADSK
Autodesk, Inc.

Technology
-84
- 4.91%
N/A
1.63K $399K
NEE
Nextera Energy Inc

Utilities
-227
- 3.37%
$66.96 - $76.16 $15.2K - $17.3K
6.5K $461K
K
Kellogg CO

Consumer Defensive
-306
- 9.34%
$81.06 - $82.9 $24.8K - $25.4K
2.97K $244K
L
Loews Corp

Financial Services
-426
- 13.76%
$81.13 - $91.91 $34.6K - $39.2K
2.67K $245K
CTSH
Cognizant Technology Solutions Corp

Technology
-203
- 4.6%
$75.32 - $90.7 $15.3K - $18.4K
4.21K $322K
KT
Kt Corp

Communication Services
-3.52K
- 16.35%
$15.57 - $18.63 $54.8K - $65.6K
18K $318K
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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