Bsw Wealth Partners Purchases in Q4 2024

Bsw Wealth Partners

  • $676 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LNG
Cheniere Energy, Inc.

Energy
953
New
$181.07 - $225.92 $173K - $215K
953 $204K
PSX
Phillips 66

Energy
1.8K
New
$110.35 - $138.93 $199K - $250K
1.8K $204K
VTHR
Vanguard Russell 3000 ETF

ETFs
771
New
$251.33 - $271.45 $194K - $209K
771 $200K
WDAY
Workday, Inc.

Technology
776
New
$233.85 - $279.91 $181K - $217K
776 $200K
MA
Mastercard Inc

Financial Services
246
+ 11.89%
$491.3 - $536.15 $121K - $132K
2.32K $1.22M
META
Meta Platforms, Inc.

Communication Services
182
+ 3.96%
$554.08 - $632.68 $101K - $115K
4.78K $2.82M
AXP
American Express CO

Financial Services
319
+ 9.03%
$267.35 - $305.57 $85.3K - $97.5K
3.85K $1.14M
CDXC
Chroma Dex Corp.

Healthcare
5K
+ 5.63%
$3.25 - $7.72 $16.3K - $38.6K
93.8K $498K
VGIT
Vanguard Intermediate Term Tre

ETFs
20K
+ 4.89%
$57.78 - $60.4 $1.15M - $1.21M
429K $24.9M
GS
Goldman Sachs Group Inc

Financial Services
105
+ 7.69%
$486.1 - $608.57 $51K - $63.9K
1.47K $842K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
396
+ 9.01%
$442.29 - $483.08 $175K - $191K
4.79K $2.17M
T
At&T Inc.

Communication Services
5.34K
+ 16.47%
$21.22 - $23.88 $113K - $128K
37.8K $859K
ABBV
Abb Vie Inc.

Healthcare
1.88K
+ 19.58%
$164.99 - $203.87 $310K - $383K
11.5K $2.04M
HON
Honeywell International Inc

Industrials
421
+ 16.88%
$202.84 - $236.0 $85.4K - $99.4K
2.92K $658K
GLD
Spdr Gold Trust

ETFs
575
+ 18.97%
$236.59 - $257.5 $136K - $148K
3.61K $873K
WMT
Walmart Inc.

Consumer Defensive
266
+ 2.29%
$79.1 - $95.7 $21K - $25.5K
11.9K $1.07M
DOV
Dover Corp

Industrials
822
+ 15.54%
$184.72 - $206.51 $152K - $170K
6.11K $1.15M
BMY
Bristol Myers Squibb CO

Healthcare
1.36K
+ 16.64%
$51.92 - $59.94 $70.7K - $81.6K
9.54K $539K
DE
Deere & CO

Industrials
236
+ 15.24%
$389.45 - $466.0 $91.9K - $110K
1.79K $756K
RTX
Raytheon Technologies Corp

Industrials
1.04K
+ 43.78%
$114.45 - $127.21 $118K - $132K
3.4K $393K
ITOT
Ishares Core S&P Total U.S. St

ETFs
759
+ 24.89%
$124.26 - $134.12 $94.3K - $102K
3.81K $489K
PNC
Pnc Financial Services Group, Inc.

Financial Services
389
+ 10.12%
$178.39 - $215.0 $69.4K - $83.6K
4.23K $815K
CVX
Chevron Corp

Energy
754
+ 17.97%
$141.15 - $162.53 $106K - $123K
4.95K $717K
EEM
Ishares Msci Emerging Markets

ETFs
7.02K
+ 14.47%
$41.82 - $47.36 $294K - $332K
55.5K $2.32M
CME
Cme Group Inc.

Financial Services
314
+ 16.42%
$221.17 - $246.02 $69.4K - $77.3K
2.23K $516K
SCHW
Schwab Charles Corp

Financial Services
554
+ 9.47%
$63.31 - $82.85 $35.1K - $45.9K
6.4K $473K
ISRG
Intuitive Surgical Inc

Healthcare
90
+ 6.14%
$471.27 - $550.62 $42.4K - $49.6K
1.56K $812K
ADP
Automatic Data Processing Inc

Industrials
104
+ 2.88%
$280.08 - $307.97 $29.1K - $32K
3.72K $1.09M
VBR
Vanguard Small Cap Value ETF

ETFs
508
+ 9.12%
$197.36 - $217.3 $100K - $110K
6.08K $1.2M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.22K
+ 38.58%
$69.58 - $74.87 $85.1K - $91.6K
4.39K $307K
GILD
Gilead Sciences, Inc.

Healthcare
335
+ 5.86%
$83.95 - $97.9 $28.1K - $32.8K
6.05K $558K
RS
Reliance Steel & Aluminum CO

Basic Materials
422
+ 23.54%
$264.2 - $326.32 $111K - $138K
2.22K $596K
PANW
Palo Alto Networks Inc

Technology
976
+ 155.17%
$181.96 - $405.9 $178K - $396K
1.61K $292K
PAYX
Paychex Inc

Industrials
445
+ 29.45%
$135.86 - $148.73 $60.5K - $66.2K
1.96K $274K
MO
Altria Group, Inc.

Consumer Defensive
1.2K
+ 30.42%
$49.06 - $57.74 $58.9K - $69.3K
5.15K $269K
BSX
Boston Scientific Corp

Healthcare
267
+ 3.49%
$83.62 - $91.5 $22.3K - $24.4K
7.92K $707K
C
Citigroup Inc

Financial Services
36
+ 0.46%
$61.31 - $72.5 $2.21K - $2.61K
7.94K $558K
CDNS
Cadence Design Systems Inc

Technology
94
+ 8.28%
$249.1 - $324.54 $23.4K - $30.5K
1.23K $369K
WIT
Wipro LTD

Technology
90.6K
+ 102.48%
$3.54 - $7.24 $321K - $656K
179K $633K
TRV
Travelers Companies, Inc.

Financial Services
63
+ 0.97%
$225.97 - $266.66 $14.2K - $16.8K
6.59K $1.59M
TJX
Tjx Companies Inc

Consumer Cyclical
290
+ 4.37%
$112.15 - $127.2 $32.5K - $36.9K
6.93K $836K
OKE
Oneok Inc

Energy
270
+ 9.01%
$92.28 - $117.05 $24.9K - $31.6K
3.27K $328K
TMUS
T Mobile Us, Inc.

Communication Services
43
+ 1.38%
$206.1 - $246.94 $8.86K - $10.6K
3.16K $697K
EQIX
Equinix Inc

Real Estate
32
+ 7.26%
$865.69 - $985.0 $27.7K - $31.5K
473 $445K
SAP
Sap Se

Technology
143
+ 12.79%
$218.13 - $255.54 $31.2K - $36.5K
1.26K $310K
WELL
Welltower Inc.

Real Estate
460
+ 18.91%
$123.11 - $139.3 $56.6K - $64.1K
2.89K $364K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
459
+ 5.01%
$55.73 - $66.16 $25.6K - $30.4K
9.62K $579K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
112
+ 2.85%
$180.39 - $205.43 $20.2K - $23K
4.04K $766K
CHT
Chunghwa Telecom CO LTD

Communication Services
1.62K
+ 30.93%
$37.24 - $39.29 $60.3K - $63.6K
6.86K $258K
Activity Summary
Buys All Purchases 212 New Holdings 25 Increased Positions 187 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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