Bsw Wealth Partners Sells in Q2 2025

Bsw Wealth Partners

  • $719 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHW
Sherwin Williams CO

Basic Materials
-136
- 12.41%
$313.51 - $363.51 $42.6K - $49.4K
960 $329K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-739
- 11.56%
$63.54 - $68.5 $47K - $50.6K
5.65K $381K
HSY
Hershey CO

Consumer Defensive
-238
- 13.31%
$151.29 - $173.13 $36K - $41.2K
1.55K $257K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-425
- 8.29%
$116.93 - $119.39 $49.7K - $50.7K
4.7K $560K
GRMN
Garmin LTD

Technology
-142
- 7.81%
$173.63 - $218.07 $24.7K - $31K
1.68K $349K
KO
Coca Cola CO

Consumer Defensive
-260
- 0.91%
$68.37 - $73.9 $17.8K - $19.2K
28.4K $2.01M
MCD
Mcdonalds Corp

Consumer Cyclical
-48
- 3.49%
$285.55 - $321.23 $13.7K - $15.4K
1.33K $388K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-609
- 19.53%
$108.12 - $135.04 $65.8K - $82.2K
2.51K $338K
PLD
Prologis, Inc.

Real Estate
-124
- 3.23%
$89.76 - $112.34 $11.1K - $13.9K
3.72K $391K
IEMG
Ishares Inc

ETFs
-675
- 0.29%
N/A
232K $12.4M
UNP
Union Pacific Corp

Industrials
-12
- 0.22%
$208.27 - $238.46 $2.5K - $2.86K
5.46K $1.26M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-1.81K
- 9.21%
$12.23 - $15.46 $22.1K - $28K
17.8K $269K
PCAR
Paccar Inc

Industrials
-228
- 4.78%
$86.4 - $99.09 $19.7K - $22.6K
4.54K $431K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-342
- 11.15%
$85.42 - $94.39 $29.2K - $32.3K
2.73K $255K
AFL
Aflac Inc

Financial Services
-96
- 3.63%
$99.77 - $112.45 $9.58K - $10.8K
2.55K $268K
CB
Chubb LTD

Financial Services
-8
- 0.43%
$274.32 - $302.46 $2.19K - $2.42K
1.86K $540K
AIG
American International Group, Inc.

Financial Services
-160
- 2.61%
$77.56 - $87.72 $12.4K - $14K
5.97K $510K
ALL
Allstate Corp

Financial Services
-15
- 0.5%
$180.53 - $212.64 $2.71K - $3.19K
2.97K $597K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.92K
- 9.3%
$39.89 - $49.46 $196K - $243K
48K $2.37M
MET
Metlife Inc

Financial Services
-254
- 8.77%
$68.42 - $82.49 $17.4K - $21K
2.64K $212K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-8.23K
- 10.68%
$19.1 - $23.83 $157K - $196K
68.8K $1.64M
K
Kellogg CO

Consumer Defensive
-122
- 4.11%
$77.85 - $82.88 $9.5K - $10.1K
2.85K $226K
MSI
Motorola Solutions, Inc.

Technology
-10
- 1.22%
$394.72 - $440.39 $3.95K - $4.4K
812 $341K
WCN
Waste Connections, Inc.

Industrials
-29
- 2.12%
$183.26 - $199.95 $5.31K - $5.8K
1.34K $250K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-949
- 15.46%
$45.98 - $56.15 $43.6K - $53.3K
5.19K $291K
CHKP
Check Point Software Technologies LTD

Technology
-35
- 2.61%
$204.26 - $233.47 $7.15K - $8.17K
1.31K $288K
COLB
Columbia Banking System, Inc.

Financial Services
-37
- 0.43%
$20.71 - $25.63 $766 - $948
8.57K $200K
VXF
Vanguard Extended Market ETF

ETFs
-369
- 13.28%
$150.43 - $192.71 $55.5K - $71.1K
2.41K $464K
EQIX
Equinix Inc

Real Estate
-6
- 1.32%
$740.07 - $914.43 $4.44K - $5.49K
447 $355K
MDT
Medtronic PLC

Healthcare
-76
- 2.8%
$80.68 - $88.86 $6.13K - $6.75K
2.64K $229K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.39K
- 12.36%
$20.42 - $25.3 $28.4K - $35.2K
9.87K $249K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-63
- 1.43%
$68.13 - $74.77 $4.29K - $4.71K
4.34K $315K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.42K
- 11.09%
$24.38 - $30.18 $34.6K - $42.9K
11.4K $343K
MO
Altria Group, Inc.

Consumer Defensive
-42
- 0.85%
$55.56 - $60.91 $2.33K - $2.56K
4.91K $287K
FOX
Fox Corp Cl B (De)

Communication Services
-56
- 1.18%
$43.81 - $53.0 $2.45K - $2.97K
4.68K $241K
GPC
Genuine Parts CO

Consumer Cyclical
-100
- 4.69%
$105.54 - $129.09 $10.6K - $12.9K
2.03K $246K
BBDO
Banco Bradesco S.A.

Financial Services
-7.64K
- 24.88%
$1.86 - $2.73 $14.2K - $20.9K
23.1K $58K
ADP
Automatic Data Processing Inc

Industrials
-52
- 1.38%
$276.76 - $326.81 $14.4K - $17K
3.71K $1.14M
TEF
Telefonica S A

Communication Services
-2.71K
- 14.86%
$4.37 - $5.39 $11.8K - $14.6K
15.5K $81K
CTSH
Cognizant Technology Solutions Corp

Technology
-110
- 2.61%
$66.47 - $81.81 $7.31K - $9K
4.1K $320K
Blackrock Inc
-19
- 8.37%
N/A
208 $0
TFC
Truist Financial Corp

Financial Services
-454
- 4.1%
$34.79 - $42.99 $15.8K - $19.5K
10.6K $456K
Ge Vernova Inc
-63
- 8.41%
N/A
686 $0
VIG
Vanguard Dividend Appreciation

ETFs
-1
- 0.03%
N/A
3.39K $618K
CIG
Energy CO Of Minas Gerais

Utilities
-381
- 3.16%
$1.62 - $1.96 $617 - $747
11.7K $22K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-100
- 2.86%
$114.78 - $133.31 $11.5K - $13.3K
3.39K $452K
EBAY
Ebay Inc

Consumer Cyclical
-178
- 5.96%
$59.52 - $79.36 $10.6K - $14.1K
2.81K $209K
TJX
Tjx Companies Inc

Consumer Cyclical
-49
- 0.59%
$119.13 - $135.03 $5.84K - $6.62K
8.22K $1.02M
UMC
United Microelectronics Corp

Technology
-1.23K
- 3.36%
$6.12 - $8.32 $7.55K - $10.3K
35.5K $271K
Activity Summary
Buys All Purchases 146 New Holdings 25 Increased Positions 121 Sells All Sells 151 Reductions 151 Sold out 0 Options Calls 0 Puts 0
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