Bsw Wealth Partners Purchases in Q4 2024

Bsw Wealth Partners

  • $676 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
185
+ 8.22%
$261.5 - $284.63 $48.4K - $52.7K
2.44K $643K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.17K
+ 6.63%
$12.27 - $15.41 $14.4K - $18K
18.8K $272K
L
Loews Corp

Financial Services
409
+ 15.23%
$76.49 - $87.05 $31.3K - $35.6K
3.1K $262K
NMR
Nomura Holdings Inc

Financial Services
1.08K
+ 1.42%
$5.05 - $6.25 $5.44K - $6.74K
77K $446K
EPD
Enterprise Products Partners L.P.

Energy
102
+ 0.5%
$28.66 - $34.43 $2.92K - $3.51K
20.5K $642K
ROK
Rockwell Automation, Inc

Industrials
108
+ 11.73%
$264.65 - $302.92 $28.6K - $32.7K
1.03K $294K
AMAT
Applied Materials Inc

Technology
1.32K
+ 30.97%
$161.44 - $213.89 $213K - $282K
5.58K $907K
VXF
Vanguard Extended Market ETF

ETFs
128
+ 4.7%
$179.17 - $207.15 $22.9K - $26.5K
2.85K $542K
MSI
Motorola Solutions, Inc.

Technology
77
+ 10.49%
$449.08 - $504.6 $34.6K - $38.9K
811 $374K
FISV
Fiserv Inc

Technology
354
+ 10.46%
N/A
3.74K $467K
CIB
Bancolombia Sa

Financial Services
1.31K
+ 7.86%
$30.96 - $33.47 $40.4K - $43.7K
17.9K $565K
HDB
Hdfc Bank LTD

Financial Services
464
+ 6.0%
$59.45 - $68.01 $27.6K - $31.6K
8.2K $523K
DLR
Digital Realty Trust, Inc.

Real Estate
112
+ 8.74%
$156.46 - $195.69 $17.5K - $21.9K
1.39K $247K
IBN
Icici Bank LTD

Financial Services
1.29K
+ 4.73%
$28.69 - $31.9 $37.1K - $41.3K
28.7K $855K
ADSK
Autodesk, Inc.

Technology
153
+ 9.83%
N/A
1.71K $420K
PWR
Quanta Services, Inc.

Industrials
59
+ 5.37%
$296.05 - $346.6 $17.5K - $20.4K
1.16K $365K
BK
Bank Of New York Mellon Corp

Financial Services
57
+ 0.84%
$70.82 - $81.87 $4.04K - $4.67K
6.88K $528K
PCAR
Paccar Inc

Industrials
112
+ 2.46%
$97.92 - $118.41 $11K - $13.3K
4.66K $485K
ORCL
Oracle Corp

Technology
440
+ 4.35%
$165.41 - $192.43 $72.8K - $84.7K
10.6K $1.76M
TFC
Truist Financial Corp

Financial Services
682
+ 6.58%
$41.51 - $48.1 $28.3K - $32.8K
11K $479K
MCO
Moodys Corp

Financial Services
77
+ 7.53%
$454.04 - $500.88 $35K - $38.6K
1.1K $520K
USB
Us Bancorp \De\

Financial Services
393
+ 5.61%
$43.98 - $53.66 $17.3K - $21.1K
7.4K $353K
VZ
Verizon Communications Inc

Communication Services
2.87K
+ 16.82%
$39.6 - $45.21 $114K - $130K
19.9K $796K
PTC
Ptc Inc.

Technology
128
+ 7.01%
$175.97 - $201.89 $22.5K - $25.8K
1.95K $359K
CTSH
Cognizant Technology Solutions Corp

Technology
409
+ 10.21%
$74.37 - $82.32 $30.4K - $33.7K
4.42K $339K
CBRE
Cbre Group, Inc.

Real Estate
59
+ 1.88%
$119.22 - $140.71 $7.03K - $8.3K
3.2K $419K
SYK
Stryker Corp

Healthcare
76
+ 5.61%
$345.14 - $392.15 $26.2K - $29.8K
1.43K $515K
VMC
Vulcan Materials CO

Basic Materials
63
+ 4.42%
$237.95 - $292.31 $15K - $18.4K
1.49K $382K
IRM
Iron Mountain Inc

Real Estate
501
+ 22.55%
$101.62 - $128.14 $50.9K - $64.2K
2.72K $286K
VRSK
Verisk Analytics, Inc.

Industrials
46
+ 4.47%
$262.86 - $294.75 $12.1K - $13.6K
1.08K $296K
BR
Broadridge Financial Solutions, Inc.

Technology
7
+ 0.43%
$209.64 - $236.44 $1.47K - $1.66K
1.63K $369K
HD
Home Depot, Inc.

Consumer Cyclical
234
+ 5.35%
$385.02 - $431.37 $90.1K - $101K
4.61K $1.79M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
354
+ 2.24%
$41.09 - $45.94 $14.5K - $16.3K
16.2K $680K
SPGI
S&P Global Inc.

Financial Services
88
+ 6.61%
$480.36 - $529.17 $42.3K - $46.6K
1.42K $707K
INTU
Intuit Inc

Technology
9
+ 0.51%
$602.01 - $706.25 $5.42K - $6.36K
1.76K $1.11M
ICE
Intercontinental Exchange, Inc.

Financial Services
276
+ 14.37%
$148.29 - $166.93 $40.9K - $46.1K
2.2K $327K
AIG
American International Group, Inc.

Financial Services
277
+ 4.08%
$70.0 - $79.22 $19.4K - $21.9K
7.06K $514K
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.1K
+ 110.13%
$25.33 - $51.16 $155K - $312K
11.6K $300K
PNR
Pentair PLC

Industrials
58
+ 1.94%
$95.0 - $109.21 $5.51K - $6.33K
3.05K $307K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
51.1K
+ 195.4%
$22.01 - $66.82 $1.13M - $3.42M
77.3K $1.75M
TT
Trane Technologies PLC

Industrials
68
+ 10.73%
$369.35 - $419.14 $25.1K - $28.5K
702 $259K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
4.15K
+ 16.92%
$9.25 - $10.62 $38.3K - $44K
28.6K $278K
GE
General Electric CO

Industrials
416
+ 15.84%
$159.95 - $194.23 $66.5K - $80.8K
3.04K $507K
INFY
Infosys LTD

Technology
790
+ 3.91%
$20.71 - $23.42 $16.4K - $18.5K
21K $460K
PM
Philip Morris International Inc.

Consumer Defensive
101
+ 2.31%
$118.38 - $133.06 $12K - $13.4K
4.47K $538K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
76
+ 1.89%
$126.68 - $134.74 $9.63K - $10.2K
4.09K $522K
SHW
Sherwin Williams CO

Basic Materials
135
+ 14.32%
$338.75 - $399.71 $45.7K - $54K
1.08K $366K
ADI
Analog Devices Inc

Technology
121
+ 10.37%
$206.35 - $236.48 $25K - $28.6K
1.29K $273K
KT
Kt Corp

Communication Services
9
+ 0.04%
$14.79 - $18.29 $133 - $165
21.5K $334K
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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