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 $200 Billions or more
