Bsw Wealth Partners Portfolio Holdings

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.