Bsw Wealth Partners Incresed Positions in Q4 2024

Bsw Wealth Partners

  • $676 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
SCHW
Schwab Charles Corp

Financial Services
554
+ 9.47%
$63.31 - $82.85 $35.1K - $45.9K
6.4K $473K
CME
Cme Group Inc.

Financial Services
314
+ 16.42%
$221.17 - $246.02 $69.4K - $77.3K
2.23K $516K
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
GILD
Gilead Sciences, Inc.

Healthcare
335
+ 5.86%
$83.95 - $97.9 $28.1K - $32.8K
6.05K $558K
PANW
Palo Alto Networks Inc

Technology
976
+ 155.17%
$181.96 - $405.9 $178K - $396K
1.61K $292K
RS
Reliance Steel & Aluminum CO

Basic Materials
422
+ 23.54%
$264.2 - $326.32 $111K - $138K
2.22K $596K
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
NMR
Nomura Holdings Inc

Financial Services
1.08K
+ 1.42%
$5.05 - $6.25 $5.44K - $6.74K
77K $446K
L
Loews Corp

Financial Services
409
+ 15.23%
$76.49 - $87.05 $31.3K - $35.6K
3.1K $262K
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
EPD
Enterprise Products Partners L.P.

Energy
102
+ 0.5%
$28.66 - $34.43 $2.92K - $3.51K
20.5K $642K
AMAT
Applied Materials Inc

Technology
1.32K
+ 30.97%
$161.44 - $213.89 $213K - $282K
5.58K $907K
ROK
Rockwell Automation, Inc

Industrials
108
+ 11.73%
$264.65 - $302.92 $28.6K - $32.7K
1.03K $294K
VXF
Vanguard Extended Market ETF

ETFs
128
+ 4.7%
$179.17 - $207.15 $22.9K - $26.5K
2.85K $542K
CPRT
Copart Inc

Consumer Cyclical
144
+ 2.02%
$51.36 - $63.8 $7.4K - $9.19K
7.28K $417K
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
MSI
Motorola Solutions, Inc.

Technology
77
+ 10.49%
$449.08 - $504.6 $34.6K - $38.9K
811 $374K
DLR
Digital Realty Trust, Inc.

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

Financial Services
464
+ 6.0%
$59.45 - $68.01 $27.6K - $31.6K
8.2K $523K
IBN
Icici Bank LTD

Financial Services
1.29K
+ 4.73%
$28.69 - $31.9 $37.1K - $41.3K
28.7K $855K
BK
Bank Of New York Mellon Corp

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

Industrials
112
+ 2.46%
$97.92 - $118.41 $11K - $13.3K
4.66K $485K
TFC
Truist Financial Corp

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