Bsw Wealth Partners Incresed Positions in Q4 2024

Bsw Wealth Partners

  • $676 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
7.37K
+ 7.17%
$221.69 - $259.02 $1.63M - $1.91M
110K $27.6M
MUB
Ishares National Muni Bond ETF

ETFs
31.8K
+ 663.48%
$105.78 - $108.7 $3.36M - $3.45M
36.5K $3.89M
IVV
Ishares Core S&P 500 ETF

ETFs
1.33K
+ 0.76%
$570.51 - $610.59 $761K - $815K
177K $104M
VTI
Vanguard Total Stock Market Et

ETFs
8.04K
+ 55.35%
$280.04 - $302.45 $2.25M - $2.43M
22.6K $6.54M
AVUS
American Centy ETF Tr Avantis

ETFs
15K
+ 4.53%
$94.36 - $102.06 $1.42M - $1.53M
346K $33.6M
NVDA
Nvidia Corp

Technology
6.5K
+ 9.28%
$117.0 - $148.88 $761K - $968K
76.5K $10.3M
AMZN
Amazon Com Inc

Consumer Cyclical
1.58K
+ 5.07%
$180.88 - $232.93 $286K - $368K
32.8K $7.19M
AVGO
Broadcom Inc.

Technology
433
+ 2.96%
$159.67 - $250.0 $69.1K - $108K
15.1K $3.49M
GOOGL
Alphabet Inc.

Communication Services
1.57K
+ 7.02%
$161.86 - $196.66 $254K - $309K
24K $4.54M
GOOG
Alphabet Inc.

Communication Services
1.21K
+ 5.18%
$163.08 - $198.16 $197K - $239K
24.5K $4.66M
MSFT
Microsoft Corp

Technology
2.11K
+ 11.58%
$406.35 - $454.46 $857K - $959K
20.3K $8.57M
TSLA
Tesla, Inc.

Consumer Cyclical
461
+ 14.42%
$213.65 - $479.86 $98.5K - $221K
3.66K $1.48M
VEA
Vanguard Ftse Developed Market

ETFs
22.3K
+ 23.69%
$47.57 - $52.44 $1.06M - $1.17M
116K $5.57M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
682
+ 6.0%
$521.84 - $558.82 $356K - $381K
12K $6.49M
V
Visa Inc.

Financial Services
442
+ 7.51%
$273.87 - $320.91 $121K - $142K
6.33K $2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.4K
+ 27.03%
$44.04 - $49.49 $548K - $615K
58.4K $2.57M
BX
Blackstone Inc.

Financial Services
1.64K
+ 36.06%
$148.45 - $199.05 $244K - $327K
6.2K $1.07M
NFLX
Netflix Inc

Communication Services
96
+ 6.55%
$687.65 - $936.56 $66K - $89.9K
1.56K $1.39M
DIS
Walt Disney CO

Communication Services
1.17K
+ 8.55%
$92.39 - $117.6 $108K - $137K
14.8K $1.65M
CRM
Salesforce, Inc.

Technology
321
+ 8.72%
$270.87 - $367.87 $86.9K - $118K
4K $1.34M
QQQ
Invesco Qqq Trust, Series 1

ETFs
500
+ 16.17%
$481.22 - $538.17 $241K - $269K
3.59K $1.84M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.45K
+ 117.8%
$96.64 - $101.23 $334K - $350K
6.39K $618K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
546
+ 6.49%
$172.07 - $207.36 $94K - $113K
8.96K $1.77M
LMT
Lockheed Martin Corp

Industrials
750
+ 89.5%
$479.66 - $614.62 $360K - $461K
1.59K $771K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
658
+ 1.02%
$100.18 - $109.1 $65.9K - $71.8K
65.1K $6.83M
NOW
Service Now, Inc.

Technology
113
+ 13.6%
$867.18 - $1148.42 $98K - $130K
944 $1M
IBM
International Business Machines Corp

Technology
1.19K
+ 35.4%
$204.9 - $238.04 $244K - $283K
4.55K $999K
MS
Morgan Stanley

Financial Services
1.1K
+ 20.1%
$104.42 - $134.99 $115K - $149K
6.59K $828K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
1.56K
+ 6.72%
$192.71 - $203.05 $301K - $317K
24.8K $4.8M
CAT
Caterpillar Inc

Industrials
813
+ 40.07%
$360.37 - $416.88 $293K - $339K
2.84K $1.03M
INTC
Intel Corp

Technology
18.7K
+ 44.19%
$19.07 - $26.23 $356K - $490K
60.9K $1.22M
IAU
Ishares Gold Trust

ETFs
4.76K
+ 3.43%
$48.37 - $52.65 $230K - $251K
144K $7.12M
VB
Vanguard Small Cap ETF

ETFs
806
+ 19.47%
$233.76 - $261.58 $188K - $211K
4.95K $1.19M
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
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 1.04%
$4100.99 - $5300.34 $8.2K - $10.6K
194 $963K
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
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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