Bsw Wealth Partners Sells in Q2 2025

Bsw Wealth Partners

  • $719 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
-2
- 0.21%
$430.82 - $486.45 $862 - $973
939 $434K
PTC
Ptc Inc.

Technology
-51
- 3.53%
$136.74 - $173.24 $6.97K - $8.84K
1.39K $240K
NVS
Novartis Ag

Healthcare
-114
- 3.17%
$101.96 - $121.01 $11.6K - $13.8K
3.49K $421K
CHT
Chunghwa Telecom CO LTD

Communication Services
-397
- 7.67%
$37.72 - $46.87 $15K - $18.6K
4.78K $222K
T
At&T Inc.

Communication Services
-141
- 0.38%
$26.33 - $28.94 $3.71K - $4.08K
37.3K $1.08M
NMR
Nomura Holdings Inc

Financial Services
-2K
- 2.52%
$4.95 - $6.6 $9.89K - $13.2K
77.4K $509K
CARR
Carrier Global Corp

Industrials
-775
- 9.54%
$55.55 - $75.83 $43.1K - $58.8K
7.35K $537K
FNB
Fnb Corp

Financial Services
-1
- -0.0%
$11.48 - $14.58 $11.5 - $14.6
20.2K $294K
EFG
Msci Eafe Growth ETF

ETFs
-14
- 0.69%
$89.8 - $112.0 $1.26K - $1.57K
2.02K $226K
VO
Vanguard Mid Cap ETF

ETFs
-117
- 4.49%
$228.54 - $279.83 $26.7K - $32.7K
2.49K $696K
HSBC
Hsbc Holdings PLC

Financial Services
-257
- 2.12%
$46.68 - $61.09 $12K - $15.7K
11.9K $722K
CBRE
Cbre Group, Inc.

Real Estate
-32
- 0.99%
$113.94 - $140.12 $3.65K - $4.48K
3.19K $446K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-389
- 2.48%
$19.6 - $24.44 $7.62K - $9.51K
15.3K $374K
SPGI
S&P Global Inc.

Financial Services
-9
- 0.49%
$438.31 - $527.29 $3.94K - $4.75K
1.82K $961K
RELX
Relx PLC

Communication Services
-46
- 0.54%
$45.31 - $55.66 $2.08K - $2.56K
8.47K $460K
SAN
Banco Santander, S.A.

Financial Services
-1K
- 3.96%
$5.72 - $8.32 $5.73K - $8.34K
24.3K $201K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-7
- 0.63%
$468.22 - $566.51 $3.28K - $3.97K
1.11K $629K
CSCO
Cisco Systems, Inc.

Technology
-452
- 5.23%
$53.19 - $69.38 $24K - $31.4K
8.2K $568K
BALL
Ball Corp

Consumer Cyclical
-240
- 1.93%
$44.94 - $56.99 $10.8K - $13.7K
12.2K $683K
PNR
Pentair PLC

Industrials
-77
- 2.55%
$76.17 - $103.58 $5.87K - $7.98K
2.94K $302K
DLR
Digital Realty Trust, Inc.

Real Estate
-29
- 2.01%
$136.11 - $177.69 $3.95K - $5.15K
1.41K $246K
ABT
Abbott Laboratories

Healthcare
-15
- 0.12%
$123.95 - $138.08 $1.86K - $2.07K
12.5K $1.71M
DE
Deere & CO

Industrials
-32
- 2.16%
$412.99 - $531.48 $13.2K - $17K
1.45K $735K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-411
- 1.41%
$11.9 - $15.57 $4.89K - $6.4K
28.7K $440K
KT
Kt Corp

Communication Services
-284
- 1.58%
$16.71 - $20.78 $4.75K - $5.9K
17.7K $368K
GLD
Spdr Gold Trust

ETFs
-35
- 0.97%
$273.71 - $316.29 $9.58K - $11.1K
3.57K $1.09M
HDB
Hdfc Bank LTD

Financial Services
-319
- 4.23%
$63.78 - $77.48 $20.3K - $24.7K
7.23K $554K
RS
Reliance Steel & Aluminum CO

Basic Materials
-1
- 0.04%
$262.08 - $316.81 $262 - $317
2.23K $698K
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.22%
$908.13 - $1056.85 $2.72K - $3.17K
1.35K $1.34M
URI
United Rentals, Inc.

Industrials
-12
- 2.23%
$551.94 - $753.4 $6.62K - $9.04K
525 $395K
VIV
Telefonica Brasil S.A.

Communication Services
-216
- 0.88%
$8.28 - $11.4 $1.79K - $2.46K
24.3K $277K
VUG
Vanguard Growth ETF

ETFs
-20
- 1.5%
$329.49 - $438.4 $6.59K - $8.77K
1.31K $575K
JCI
Johnson Controls International PLC

Industrials
-394
- 7.51%
$71.14 - $105.62 $28K - $41.6K
4.86K $512K
PM
Philip Morris International Inc.

Consumer Defensive
-7
- 0.16%
$149.23 - $184.95 $1.04K - $1.29K
4.45K $810K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.97K
- 3.72%
$51.16 - $62.02 $152K - $184K
76.9K $4.77M
TSLA
Tesla, Inc.

Consumer Cyclical
-178
- 6.13%
$221.86 - $362.89 $39.5K - $64.6K
2.72K $865K
CAT
Caterpillar Inc

Industrials
-11
- 0.45%
$273.94 - $388.21 $3.01K - $4.27K
2.41K $937K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.28K
- 3.72%
$17.76 - $22.1 $76K - $94.5K
111K $2.44M
PWR
Quanta Services, Inc.

Industrials
-52
- 2.91%
$239.47 - $381.26 $12.5K - $19.8K
1.73K $655K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-4
- 2.06%
$4164.15 - $5789.24 $16.7K - $23.2K
190 $1.1M
UBER
Uber Technologies, Inc

Technology
-72
- 0.65%
$64.62 - $93.3 $4.65K - $6.72K
11K $1.02M
GOOGL
Alphabet Inc.

Communication Services
-1.09K
- 5.56%
$144.7 - $178.6 $157K - $194K
18.5K $3.25M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-614
- 4.85%
$456.74 - $568.03 $280K - $349K
12K $6.84M
GOOG
Alphabet Inc.

Communication Services
-1.27K
- 4.27%
$146.58 - $180.01 $186K - $229K
28.5K $5.05M
ORCL
Oracle Corp

Technology
-1.74K
- 16.96%
$122.82 - $218.63 $214K - $381K
8.53K $1.86M
NFLX
Netflix Inc

Communication Services
-3
- 0.24%
$855.86 - $1339.13 $2.57K - $4.02K
1.25K $1.67M
JPM
Jpmorgan Chase & CO

Financial Services
-26
- 0.22%
$210.28 - $289.91 $5.47K - $7.54K
12K $3.47M
AMZN
Amazon Com Inc

Consumer Cyclical
-255
- 0.81%
$167.32 - $223.3 $42.7K - $56.9K
31.2K $6.85M
MSFT
Microsoft Corp

Technology
-1.94K
- 10.89%
$354.56 - $497.45 $687K - $964K
15.9K $7.89M
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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