Bsw Wealth Partners has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $661 Million distributed in 303 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 $102M, American Centy ETF Tr Avantis with a value of $40M, Vanguard Mun Bd Fds Tax Exempt with a value of $39.9M, American Centy ETF Tr Avantis with a value of $31.5M, and Spdr S&P 500 ETF Trust with a value of $27.2M.
Examining the 13F form we can see an increase of $54.5M in the current position value, from $606M to 661M.
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
$661 Million
ETFs: $466 Million
Technology: $68.4 Million
Financial Services: $27.7 Million
Healthcare: $23.5 Million
Communication Services: $17.6 Million
Consumer Defensive: $17.5 Million
Consumer Cyclical: $14.9 Million
Industrials: $14 Million
Other: $11.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
