Bsw Wealth Partners Portfolio Holdings

Bsw Wealth Partners

  • $653 Million
  • Q1 2025

Bsw Wealth Partners has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $653 Million distributed in 306 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 $98M, American Centy ETF Tr Avantis with a value of $39.5M, Vanguard Mun Bd Fds Tax Exempt with a value of $37.3M, American Centy ETF Tr Avantis with a value of $31.7M, and Vanguard Intermediate Term Tre with a value of $27.6M.

Examining the 13F form we can see an decrease of $23M in the current position value, from $676M to 653M.

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 $653 Million
ETFs: $463 Million
Technology: $62.6 Million
Financial Services: $31.3 Million
Healthcare: $21.5 Million
Communication Services: $19.1 Million
Consumer Defensive: $16.2 Million
Consumer Cyclical: $14.8 Million
Industrials: $14.1 Million
Other: $10.1 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$117B
$227,000 0.03% of portfolio
2,378
Q1 2025 Reduced 6.05%
$58.8B
$208,000 0.03% of portfolio
903
Q1 2025 Reduced 5.25%
$19B
$223,000 0.03% of portfolio
1,444
Q1 2025 Reduced 26.06%
$47.2B
$220,000 0.03% of portfolio
2,840
Q1 2025 New
$63.9B
$148,000 0.02% of portfolio
38,984
Q1 2025 Reduced 7.05%
$28.1B
$102,000 0.02% of portfolio
19,399
Q1 2025 Added 20.51%
$28.9B
$84,000 0.01% of portfolio
18,204
Q1 2025 Reduced 46.48%
$23.7B
$63,000 0.01% of portfolio
30,709
Q1 2025 Added 29.67%
$25B
$29,000 0.0% of portfolio
13,162
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 306
  • Current Value $653 Million
  • Prior Value $676 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 27 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 149 stocks
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