Bsw Wealth Partners Portfolio Holdings
Bsw Wealth Partners
- $661 Million
- Q3 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 303
- Current Value $661 Million
- Prior Value $606 Million
- Filing
- Period Q3 2024
- Filing Date October 29, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 37 stocks
- Additional Purchases 171 stocks
- Sold out of 0 stocks
- Reduced holdings in 80 stocks