Bsw Wealth Partners Sells in Q3 2025

Bsw Wealth Partners

  • $788 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ECL
Ecolab Inc.

Basic Materials
-128
- 13.42%
$259.39 - $285.47 $33.2K - $36.5K
826 $226K
FISV
Fiserv Inc

Technology
-212
- 6.02%
N/A
3.31K $414K
PRU
Prudential Financial Inc

Financial Services
-150
- 6.01%
$100.68 - $109.89 $15.1K - $16.5K
2.35K $243K
EFG
Msci Eafe Growth ETF

ETFs
-254
- 12.57%
$106.99 - $114.46 $27.2K - $29.1K
1.77K $201K
NOK
Nokia Corp

Technology
-2.7K
- 13.55%
$4.05 - $5.23 $10.9K - $14.1K
17.2K $82K
MDT
Medtronic PLC

Healthcare
-412
- 15.62%
$87.67 - $95.74 $36.1K - $39.4K
2.23K $211K
TFC
Truist Financial Corp

Financial Services
-1.01K
- 9.54%
$42.83 - $47.07 $43.4K - $47.7K
9.62K $439K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-203
- 7.45%
$92.18 - $95.14 $18.7K - $19.3K
2.52K $239K
CB
Chubb LTD

Financial Services
-2
- 0.11%
$265.99 - $289.59 $532 - $579
1.86K $525K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-2.5K
- 14.01%
$14.53 - $17.13 $36.3K - $42.8K
15.3K $256K
TEF
Telefonica S A

Communication Services
-977
- 6.3%
$5.01 - $5.71 $4.89K - $5.58K
14.5K $73K
UBER
Uber Technologies, Inc

Technology
-559
- 5.1%
$86.91 - $99.57 $48.6K - $55.7K
10.4K $1.02M
MET
Metlife Inc

Financial Services
-83
- 3.14%
$73.82 - $82.37 $6.13K - $6.84K
2.56K $210K
Arista Networks Inc
-222
- 3.93%
N/A
5.43K $0
Blackrock Inc
-27
- 12.98%
N/A
181 $0
Grupo Cibest Sa
-177
- 1.22%
N/A
14.3K $0
Te Connectivity PLC
-1.92K
- 59.81%
N/A
1.29K $0
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-5.1K
- 7.37%
$109.47 - $119.06 $558K - $607K
64.1K $7.59M
XOM
Exxon Mobil Corp

Energy
-382
- 3.91%
$105.83 - $117.22 $40.4K - $44.8K
9.38K $1.06M
SHOP
Shopify Inc.

Technology
-490
- 20.37%
$112.11 - $157.12 $54.9K - $77K
1.92K $284K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-230
- 4.16%
$62.54 - $68.42 $14.4K - $15.7K
5.3K $357K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.48K
- 4.05%
$87.29 - $93.61 $217K - $232K
58.7K $5.48M
MCD
Mcdonalds Corp

Consumer Cyclical
-1
- 0.08%
$291.67 - $316.99 $292 - $317
1.33K $403K
MSI
Motorola Solutions, Inc.

Technology
-33
- 4.06%
$408.73 - $490.3 $13.5K - $16.2K
779 $356K
TRV
Travelers Companies, Inc.

Financial Services
-215
- 3.23%
$250.62 - $279.43 $53.9K - $60.1K
6.43K $1.8M
PWR
Quanta Services, Inc.

Industrials
-105
- 6.06%
$372.29 - $421.68 $39.1K - $44.3K
1.63K $674K
NEE
Nextera Energy Inc

Utilities
-1
- 0.03%
$69.77 - $77.54 $69.8 - $77.5
3.33K $251K
VBK
Vanguard Small Cap Growth ETF

ETFs
-158
- 4.51%
$276.51 - $305.12 $43.7K - $48.2K
3.35K $996K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-299
- 2.62%
$30.13 - $33.37 $9.01K - $9.98K
11.1K $370K
CDNS
Cadence Design Systems Inc

Technology
-57
- 5.08%
$309.46 - $373.37 $17.6K - $21.3K
1.07K $374K
VO
Vanguard Mid Cap ETF

ETFs
-16
- 0.64%
$279.83 - $293.74 $4.48K - $4.7K
2.47K $726K
LMT
Lockheed Martin Corp

Industrials
-7
- 0.75%
$410.74 - $499.21 $2.88K - $3.49K
932 $465K
WMT
Walmart Inc.

Consumer Defensive
-302
- 2.54%
$94.4 - $104.27 $28.5K - $31.5K
11.6K $1.2M
ALL
Allstate Corp

Financial Services
-2
- 0.07%
$192.0 - $214.65 $384 - $429
2.97K $637K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-22
- 0.48%
$108.46 - $120.63 $2.39K - $2.65K
4.57K $543K
RTX
Raytheon Technologies Corp

Industrials
-85
- 3.16%
$144.19 - $167.33 $12.3K - $14.2K
2.61K $436K
BP
Bp PLC

Energy
-6
- 0.06%
$30.25 - $35.69 $182 - $214
10.1K $348K
TJX
Tjx Companies Inc

Consumer Cyclical
-806
- 9.8%
$121.35 - $144.54 $97.8K - $116K
7.42K $1.07M
GE
General Electric CO

Industrials
-21
- 1.39%
$244.75 - $305.63 $5.14K - $6.42K
1.49K $448K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.67K
- 3.89%
$23.82 - $25.84 $63.7K - $69.1K
66.2K $1.7M
MU
Micron Technology Inc

Technology
-403
- 13.24%
$104.88 - $168.89 $42.3K - $68.1K
2.64K $441K
AMAT
Applied Materials Inc

Technology
-183
- 3.76%
$156.25 - $204.95 $28.6K - $37.5K
4.68K $958K
MRK
Merck & Co., Inc.

Healthcare
-195
- 1.09%
$77.6 - $87.37 $15.1K - $17K
17.7K $1.49M
VB
Vanguard Small Cap ETF

ETFs
-10
- 0.22%
$237.58 - $259.17 $2.38K - $2.59K
4.59K $1.17M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.72K
- 1.56%
$21.69 - $23.34 $37.4K - $40.2K
109K $2.54M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1
- 0.08%
$404.94 - $499.99 $405 - $500
1.28K $618K
PEP
Pepsico Inc

Consumer Defensive
-98
- 0.64%
$133.81 - $152.16 $13.1K - $14.9K
15.2K $2.13M
EEM
Ishares Msci Emerging Markets

ETFs
-1.43K
- 3.52%
$48.07 - $53.4 $68.5K - $76.1K
39.1K $2.09M
MSFT
Microsoft Corp

Technology
-335
- 2.11%
$491.09 - $535.64 $165K - $179K
15.5K $8.04M
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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