Bsw Wealth Partners Incresed Positions in Q4 2024

Bsw Wealth Partners

  • $676 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
440
+ 4.35%
$165.41 - $192.43 $72.8K - $84.7K
10.6K $1.76M
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
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
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
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
354
+ 2.24%
$41.09 - $45.94 $14.5K - $16.3K
16.2K $680K
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
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
4.15K
+ 16.92%
$9.25 - $10.62 $38.3K - $44K
28.6K $278K
TT
Trane Technologies PLC

Industrials
68
+ 10.73%
$369.35 - $419.14 $25.1K - $28.5K
702 $259K
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
ELV
Elevance Health, Inc.

Healthcare
210
+ 42.08%
$365.96 - $514.62 $76.9K - $108K
709 $261K
ITW
Illinois Tool Works Inc

Industrials
67
+ 3.89%
$253.56 - $278.5 $17K - $18.7K
1.79K $453K
ABT
Abbott Laboratories

Healthcare
116
+ 0.94%
$111.93 - $119.39 $13K - $13.8K
12.4K $1.41M
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
Core Laboratories Inc
200
+ 0.87%
N/A
23.1K $0
BP
Bp PLC

Energy
660
+ 6.23%
$28.16 - $33.14 $18.6K - $21.9K
11.3K $332K
UHALB
Amerco Com Ser N
305
+ 7.82%
N/A
4.2K $0
RELX
Relx PLC

Communication Services
509
+ 4.52%
$44.45 - $48.63 $22.6K - $24.8K
11.8K $534K
HUBB
Hubbell Inc

Industrials
7
+ 1.43%
$418.89 - $472.12 $2.93K - $3.3K
497 $208K
ACN
Accenture PLC

Technology
18
+ 0.44%
$343.9 - $376.86 $6.19K - $6.78K
4.1K $1.44M
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
PRU
Prudential Financial Inc

Financial Services
1
+ 0.04%
$114.59 - $129.52 $115 - $130
2.41K $285K
SAN
Banco Santander, S.A.

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