Bsw Wealth Partners Purchases in Q4 2024

Bsw Wealth Partners

  • $676 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ELV
Elevance Health, Inc.

Healthcare
210
+ 42.08%
$365.96 - $514.62 $76.9K - $108K
709 $261K
ABT
Abbott Laboratories

Healthcare
116
+ 0.94%
$111.93 - $119.39 $13K - $13.8K
12.4K $1.41M
ITW
Illinois Tool Works Inc

Industrials
67
+ 3.89%
$253.56 - $278.5 $17K - $18.7K
1.79K $453K
NOK
Nokia Corp

Technology
109
+ 0.68%
$4.13 - $4.95 $450 - $540
16.1K $71K
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.14%
N/A
3.66K $666K
UHALB
Amerco Com Ser N
305
+ 7.82%
N/A
4.2K $0
Blackrock Inc
231
New
N/A
231 $0
Core Laboratories Inc
200
+ 0.87%
N/A
23.1K $0
Ge Vernova Inc
784
New
N/A
784 $0
BP
Bp PLC

Energy
660
+ 6.23%
$28.16 - $33.14 $18.6K - $21.9K
11.3K $332K
Arista Networks Inc
5.09K
New
N/A
5.09K $0
RELX
Relx PLC

Communication Services
509
+ 4.52%
$44.45 - $48.63 $22.6K - $24.8K
11.8K $534K
Lam Research Corp
11.1K
New
N/A
11.1K $0
ACN
Accenture PLC

Technology
18
+ 0.44%
$343.9 - $376.86 $6.19K - $6.78K
4.1K $1.44M
HUBB
Hubbell Inc

Industrials
7
+ 1.43%
$418.89 - $472.12 $2.93K - $3.3K
497 $208K
LYG
Lloyds Banking Group PLC

Financial Services
4.9K
+ 13.24%
$2.67 - $3.23 $13.1K - $15.8K
41.9K $114K
DELL
Dell Technologies Inc.

Technology
303
+ 2.55%
$111.96 - $144.21 $33.9K - $43.7K
12.2K $1.41M
ABEV
Ambev S.A.

Consumer Defensive
2.53K
+ 18.63%
$1.85 - $2.56 $4.67K - $6.47K
16.1K $29K
SAN
Banco Santander, S.A.

Financial Services
830
+ 4.33%
$4.49 - $5.05 $3.73K - $4.19K
20K $91K
PRU
Prudential Financial Inc

Financial Services
1
+ 0.04%
$114.59 - $129.52 $115 - $130
2.41K $285K
BBDO
Banco Bradesco S.A.

Financial Services
3.4K
+ 16.74%
$1.73 - $2.44 $5.88K - $8.29K
23.7K $42K
IT
Gartner Inc

Technology
14
+ 2.17%
$481.22 - $551.8 $6.74K - $7.73K
660 $319K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
7
+ 0.64%
$209.89 - $233.24 $1.47K - $1.63K
1.09K $232K
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.9K
+ 185.38%
$22.4 - $68.28 $243K - $741K
16.7K $387K
A
Agilent Technologies, Inc.

Healthcare
403
+ 8.16%
$125.69 - $146.56 $50.7K - $59.1K
5.34K $717K
SNPS
Synopsys Inc

Technology
5
+ 0.58%
$485.36 - $588.0 $2.43K - $2.94K
865 $419K
PGR
Progressive Corp

Financial Services
52
+ 2.52%
$239.6 - $268.88 $12.5K - $14K
2.12K $507K
CTAS
Cintas Corp

Industrials
130
+ 7.47%
$182.7 - $226.47 $23.8K - $29.4K
1.87K $341K
TEF
Telefonica S A

Communication Services
1.86K
+ 5.79%
$4.02 - $4.88 $7.48K - $9.08K
34K $136K
NIO
Nio Inc.

Consumer Cyclical
3.61K
+ 21.44%
$4.31 - $7.21 $15.5K - $26K
20.4K $89K
OTIS
Otis Worldwide Corp

Industrials
206
+ 5.17%
$92.57 - $106.01 $19.1K - $21.8K
4.19K $388K
ACWI
Ishares Msci Acwi ETF

ETFs
260
+ 0.85%
$117.05 - $123.03 $30.4K - $32K
30.9K $3.63M
KLAC
Kla Corp

Technology
30
+ 8.4%
$614.46 - $829.55 $18.4K - $24.9K
387 $243K
XOM
Exxon Mobil Corp

Energy
811
+ 6.28%
$105.51 - $125.37 $85.6K - $102K
13.7K $1.48M
VIV
Telefonica Brasil S.A.

Communication Services
2.21K
+ 11.02%
$7.5 - $10.25 $16.5K - $22.6K
22.2K $167K
STZ
Constellation Brands, Inc.

Consumer Defensive
63
+ 4.2%
$219.66 - $257.62 $13.8K - $16.2K
1.56K $345K
CARR
Carrier Global Corp

Industrials
315
+ 5.97%
$66.69 - $82.65 $21K - $26K
5.6K $381K
URI
United Rentals, Inc.

Industrials
19
+ 3.5%
$704.44 - $880.32 $13.4K - $16.7K
562 $395K
XYL
Xylem Inc.

Industrials
56
+ 2.08%
$116.02 - $137.45 $6.5K - $7.7K
2.75K $318K
LUMN
Lumen Technologies, Inc.

Communication Services
35K
+ 26.93%
$5.31 - $10.12 $186K - $354K
165K $876K
UL
Unilever PLC

Consumer Defensive
292
+ 3.8%
$56.7 - $64.64 $16.6K - $18.9K
7.97K $451K
GIS
General Mills Inc

Consumer Defensive
79
+ 1.38%
$62.78 - $74.62 $4.96K - $5.89K
5.82K $371K
LLY
Eli Lilly & CO

Healthcare
395
+ 12.21%
$727.2 - $932.06 $287K - $368K
3.63K $2.8M
DOCN
Digital Ocean Holdings, Inc.

Technology
600
+ 4.3%
$34.07 - $44.0 $20.4K - $26.4K
14.6K $495K
UNP
Union Pacific Corp

Industrials
139
+ 2.5%
$223.15 - $249.32 $31K - $34.7K
5.7K $1.3M
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 0.5%
$1666.0 - $2117.3 $1.67K - $2.12K
202 $343K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
61.3K
+ 115.11%
$18.41 - $40.87 $1.13M - $2.5M
115K $2.12M
TMO
Thermo Fisher Scientific Inc.

Healthcare
56
+ 4.55%
$501.29 - $612.85 $28.1K - $34.3K
1.29K $669K
PFE
Pfizer Inc

Healthcare
1.11K
+ 2.14%
$24.8 - $30.19 $27.6K - $33.5K
52.9K $1.4M
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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