Bsw Wealth Partners has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $676 Million distributed in 308 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $104M, Vanguard Mun Bd Fds Tax Exempt with a value of $38M, American Centy ETF Tr Avantis with a value of $36.3M, American Centy ETF Tr Avantis with a value of $33.6M, and Spdr S&P 500 ETF Trust with a value of $27.7M.
Examining the 13F form we can see an increase of $14.8M in the current position value, from $661M to 676M.
Bsw Wealth Partners is based out at Boulder, CO
Below you can find more details about Bsw Wealth Partners portfolio as well as his latest detailed transactions.
Portfolio value
$676 Million
ETFs: $470 Million
Technology: $75.7 Million
Financial Services: $30.3 Million
Healthcare: $21.6 Million
Communication Services: $19.9 Million
Consumer Cyclical: $16.5 Million
Consumer Defensive: $15.4 Million
Industrials: $15.4 Million
Other: $10.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
