Bsw Wealth Partners Purchases in Q4 2025

Bsw Wealth Partners

  • $805 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
TRMB
Trimble Inc.

Technology
211K
New
$75.63 - $82.19 $16M - $17.4M
211K $16.4M
TDSB
Exchange Listed Fds Tr Cabana

ETFs
139K
New
$23.47 - $24.13 $3.26M - $3.35M
139K $3.32M
MUB
Ishares National Muni Bond ETF

ETFs
30.2K
+ 43.75%
$106.36 - $107.61 $3.22M - $3.25M
99.4K $10.6M
NOW
Service Now, Inc.

Technology
3.22K
+ 317.13%
$835.79 - $946.29 $2.69M - $3.05M
4.24K $3.54M
XLK
Technology Sector Spdr

ETFs
8.81K
+ 100.0%
$278.39 - $304.13 $2.45M - $2.68M
17.6K $5.07M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
9.42K
+ 31.29%
$222.59 - $233.46 $2.1M - $2.2M
39.5K $9.03M
VGIT
Vanguard Intermediate Term Tre

ETFs
23.3K
+ 4.31%
$59.84 - $60.54 $1.39M - $1.41M
564K $33.8M
GOOG
Alphabet Inc.

Communication Services
141
+ 0.48%
$237.49 - $291.74 $33.5K - $41.1K
29.3K $8.38M
LLY
Eli Lilly & CO

Healthcare
20
+ 0.56%
$799.57 - $1025.28 $16K - $20.5K
3.62K $3.7M
AOR
Ishares Tr Core Growth Allocat

ETFs
12.1K
+ 5.16%
$63.43 - $65.6 $771K - $797K
248K $16M
DELL
Dell Technologies Inc.

Technology
5.86K
+ 38.08%
$133.76 - $164.88 $784K - $966K
21.3K $2.84M
VEA
Vanguard Ftse Developed Market

ETFs
5.12K
+ 3.5%
$59.18 - $62.09 $303K - $318K
152K $9.29M
SNPS
Synopsys Inc

Technology
1.33K
+ 121.34%
$389.83 - $489.36 $517K - $648K
2.42K $943K
CDXC
Chroma Dex Corp.

Healthcare
56K
+ 65.88%
N/A
141K $865K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.11K
New
$256.75 - $275.06 $284K - $304K
1.11K $297K
HAL
Halliburton CO

Energy
9.81K
New
$21.82 - $28.06 $214K - $275K
9.81K $267K
PNR
Pentair PLC

Industrials
2.49K
New
$104.33 - $112.36 $260K - $280K
2.49K $259K
TMO
Thermo Fisher Scientific Inc.

Healthcare
257
+ 20.16%
$524.58 - $588.02 $135K - $151K
1.53K $868K
MU
Micron Technology Inc

Technology
161
+ 6.1%
$181.6 - $253.3 $29.2K - $40.8K
2.8K $691K
MRK
Merck & Co., Inc.

Healthcare
944
+ 5.33%
$82.49 - $92.93 $77.9K - $87.7K
18.7K $1.73M
IQV
Iqvia Holdings Inc.

Healthcare
1.02K
New
$198.17 - $223.55 $202K - $228K
1.02K $224K
MKC
Mccormick & CO Inc

Consumer Defensive
3.43K
New
$63.83 - $68.91 $219K - $236K
3.43K $223K
EXC
Exelon Corp

Utilities
4.81K
New
$44.97 - $48.24 $216K - $232K
4.81K $220K
SRE
Sempra Energy

Utilities
2.4K
New
$89.26 - $94.01 $214K - $226K
2.4K $220K
CHT
Chunghwa Telecom CO LTD

Communication Services
5.14K
New
$41.89 - $43.88 $215K - $226K
5.14K $217K
MNST
Monster Beverage Corp

Consumer Defensive
2.6K
+ 69.18%
$66.31 - $71.91 $173K - $187K
6.36K $453K
CSX
Csx Corp

Industrials
5.72K
New
$34.88 - $36.67 $199K - $210K
5.72K $199K
AER
Aer Cap Holdings N.V.

Industrials
1.43K
New
$119.82 - $137.67 $171K - $197K
1.43K $195K
VTI
Vanguard Total Stock Market Et

ETFs
445
+ 1.71%
$321.8 - $337.95 $143K - $150K
26.5K $8.75M
TJX
Tjx Companies Inc

Consumer Cyclical
1.23K
+ 16.54%
$138.56 - $147.63 $170K - $181K
8.64K $1.26M
DLTR
Dollar Tree, Inc.

Consumer Defensive
1.8K
New
$85.04 - $106.29 $153K - $191K
1.8K $188K
ISRG
Intuitive Surgical Inc

Healthcare
50
+ 3.13%
$429.59 - $576.2 $21.5K - $28.8K
1.65K $901K
VT
Vanguard Total World Stk Index

ETFs
1.12K
+ 5.9%
$135.16 - $141.78 $152K - $159K
20.1K $2.81M
CTSH
Cognizant Technology Solutions Corp

Technology
2.55K
New
$65.47 - $74.66 $167K - $190K
2.55K $184K
WELL
Welltower Inc.

Real Estate
372
+ 6.28%
$165.94 - $193.82 $61.7K - $72.1K
6.3K $1.22M
AMGN
Amgen Inc

Healthcare
5
+ 0.2%
$290.13 - $341.71 $1.45K - $1.71K
2.48K $846K
INFY
Infosys LTD

Technology
7.99K
+ 28.92%
$16.07 - $17.53 $128K - $140K
35.6K $597K
PLD
Prologis, Inc.

Real Estate
838
+ 22.52%
$111.23 - $127.18 $93.2K - $107K
4.56K $563K
AMAT
Applied Materials Inc

Technology
58
+ 1.24%
$209.95 - $240.89 $12.2K - $14K
4.74K $1.08M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.7K
+ 3.59%
$52.54 - $55.77 $89.1K - $94.6K
49K $2.69M
CRM
Salesforce, Inc.

Technology
515
+ 12.63%
$235.69 - $263.41 $121K - $136K
4.59K $1.09M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
42
+ 6.14%
$557.73 - $694.99 $23.4K - $29.2K
726 $503K
SIVR
Abrdn Silver ETF Trust

ETFs
1.66K
+ 17.21%
$44.53 - $51.56 $73.7K - $85.3K
11.3K $543K
HCA
Hca Healthcare, Inc.

Healthcare
122
+ 10.63%
$410.68 - $476.61 $50.1K - $58.1K
1.27K $600K
CRWD
Crowd Strike Holdings, Inc.

Technology
157
+ 28.75%
$482.23 - $557.53 $75.7K - $87.5K
703 $377K
A
Agilent Technologies, Inc.

Healthcare
23
+ 0.41%
$136.62 - $151.52 $3.14K - $3.48K
5.62K $825K
PPLT
Abrdn Platinum ETF Trust

ETFs
1.17K
New
N/A
1.17K $105K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
881
+ 18.73%
$119.13 - $120.38 $105K - $106K
5.59K $666K
CME
Cme Group Inc.

Financial Services
285
+ 10.83%
$261.53 - $285.04 $74.5K - $81.2K
2.92K $814K
Activity Summary
Buys All Purchases 133 New Holdings 20 Increased Positions 113 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bsw Wealth Partners Portfolio

Follow Bsw Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bsw Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Bsw Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email