Bsw Wealth Partners Purchases in Q3 2025

Bsw Wealth Partners

  • $788 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ISRG
Intuitive Surgical Inc

Healthcare
718
+ 81.5%
$433.66 - $544.47 $311K - $391K
1.6K $715K
SNA
Snap On Inc

Industrials
683
New
$313.01 - $346.53 $214K - $237K
683 $236K
IT
Gartner Inc

Technology
884
New
$225.98 - $406.7 $200K - $360K
884 $232K
CMI
Cummins Inc

Industrials
544
New
$327.85 - $426.39 $178K - $232K
544 $229K
GD
General Dynamics Corp

Industrials
666
New
$293.92 - $341.0 $196K - $227K
666 $227K
CI
Cigna Corp

Healthcare
745
New
$262.23 - $334.39 $195K - $249K
745 $214K
MSTR
Microstrategy Inc

Technology
652
New
$300.7 - $455.9 $196K - $297K
652 $210K
DFAI
Dimensional ETF Tr

ETFs
5.77K
New
$34.05 - $36.55 $197K - $211K
5.77K $209K
NDAQ
Nasdaq, Inc.

Financial Services
2.34K
New
$86.73 - $96.94 $203K - $226K
2.34K $206K
ASML
Asml Holding Nv

Technology
38
+ 3.77%
$689.63 - $968.09 $26.2K - $36.8K
1.05K $1.01M
AMD
Advanced Micro Devices Inc

Technology
51
+ 0.56%
$134.8 - $184.42 $6.87K - $9.41K
9.13K $1.48M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
406
+ 22.75%
$103.83 - $179.9 $42.2K - $73K
2.19K $391K
KO
Coca Cola CO

Consumer Defensive
4.73K
+ 16.66%
$65.67 - $71.67 $310K - $339K
33.1K $2.2M
VBR
Vanguard Small Cap Value ETF

ETFs
374
+ 4.83%
$195.41 - $212.37 $73.1K - $79.4K
8.12K $1.7M
VIV
Telefonica Brasil S.A.

Communication Services
11.7K
+ 48.09%
$10.79 - $12.8 $126K - $150K
36K $459K
JNJ
Johnson & Johnson

Healthcare
25
+ 0.46%
$155.17 - $185.42 $3.88K - $4.64K
5.43K $1.01M
GS
Goldman Sachs Group Inc

Financial Services
63
+ 4.38%
$696.56 - $806.32 $43.9K - $50.8K
1.5K $1.2M
BMY
Bristol Myers Squibb CO

Healthcare
4.08K
+ 56.55%
$43.31 - $48.98 $177K - $200K
11.3K $509K
LPL
Lg Display Co., Ltd.

Technology
27.4K
+ 154.96%
$3.31 - $5.23 $90.8K - $143K
45.1K $235K
BX
Blackstone Inc.

Financial Services
251
+ 4.13%
$152.77 - $188.68 $38.3K - $47.4K
6.33K $1.08M
PTC
Ptc Inc.

Technology
578
+ 41.49%
$173.07 - $216.53 $100K - $125K
1.97K $400K
MS
Morgan Stanley

Financial Services
346
+ 6.07%
$139.09 - $161.16 $48.1K - $55.8K
6.05K $960K
FAST
Fastenal CO

Industrials
2.41K
+ 42.89%
$42.47 - $50.39 $103K - $122K
8.04K $394K
NFLX
Netflix Inc

Communication Services
277
+ 22.23%
$1147.87 - $1297.18 $318K - $359K
1.52K $1.83M
DASH
Door Dash, Inc.

Communication Services
346
+ 17.09%
$234.5 - $272.5 $81.1K - $94.3K
2.37K $644K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
869
+ 3.19%
$41.34 - $45.65 $35.9K - $39.7K
28.1K $1.27M
C
Citigroup Inc

Financial Services
115
+ 1.45%
$85.57 - $103.49 $9.84K - $11.9K
8.05K $816K
SPG
Simon Property Group Inc

Real Estate
513
+ 32.57%
$159.93 - $187.67 $82K - $96.3K
2.09K $391K
SPOT
Spotify Technology S.A.

Communication Services
224
+ 70.89%
$620.01 - $738.53 $139K - $165K
540 $376K
PFE
Pfizer Inc

Healthcare
2.23K
+ 3.59%
$23.29 - $25.88 $51.8K - $57.6K
64.3K $1.64M
USB
Us Bancorp \De\

Financial Services
2.2K
+ 28.58%
$43.94 - $50.41 $96.6K - $111K
9.89K $477K
VRT
Vertiv Holdings CO

Industrials
1.44K
New
N/A
1.44K $124K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
73
+ 1.45%
$459.11 - $506.91 $33.5K - $37K
5.11K $2.57M
ABC
Amerisourcebergen Corp

Healthcare
656
New
N/A
656 $121K
RELX
Relx PLC

Communication Services
3.71K
+ 43.83%
$45.13 - $54.19 $167K - $201K
12.2K $581K
WF
Woori Financial Group Inc.

Financial Services
1.12K
+ 12.64%
$49.62 - $57.76 $55.5K - $64.6K
9.96K $559K
AXP
American Express CO

Financial Services
193
+ 4.76%
$294.27 - $342.31 $56.8K - $66.1K
4.25K $1.41M
LYG
Lloyds Banking Group PLC

Financial Services
23.1K
+ 58.23%
$4.03 - $4.63 $93.1K - $107K
62.8K $285K
ITW
Illinois Tool Works Inc

Industrials
359
+ 25.7%
$252.31 - $269.41 $90.6K - $96.7K
1.76K $457K
DOCN
Digital Ocean Holdings, Inc.

Technology
800
+ 5.39%
$25.74 - $37.71 $20.6K - $30.2K
15.7K $534K
PNC
Pnc Financial Services Group, Inc.

Financial Services
310
+ 9.66%
$185.88 - $207.44 $57.6K - $64.3K
3.52K $707K
MA
Mastercard Inc

Financial Services
162
+ 6.57%
$550.18 - $598.96 $89.1K - $97K
2.63K $1.49M
CVX
Chevron Corp

Energy
330
+ 7.24%
$145.57 - $161.83 $48K - $53.4K
4.89K $758K
SONY
Sony Group Corp

Technology
1.05K
+ 3.83%
$23.92 - $30.07 $25.1K - $31.5K
28.4K $817K
SCHW
Schwab Charles Corp

Financial Services
833
+ 15.35%
$91.03 - $98.69 $75.8K - $82.2K
6.26K $597K
UMC
United Microelectronics Corp

Technology
13.7K
+ 38.63%
$6.58 - $7.86 $90.2K - $108K
49.2K $372K
CBRE
Cbre Group, Inc.

Real Estate
285
+ 8.95%
$137.04 - $165.9 $39.1K - $47.3K
3.47K $546K
JCI
Johnson Controls International PLC

Industrials
696
+ 14.34%
$103.24 - $111.73 $71.9K - $77.8K
5.55K $610K
A
Agilent Technologies, Inc.

Healthcare
281
+ 5.29%
$112.04 - $128.75 $31.5K - $36.2K
5.6K $718K
Activity Summary
Buys All Purchases 178 New Holdings 33 Increased Positions 145 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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