Bsw Wealth Partners New Holdings in Q3 2025

Bsw Wealth Partners

  • $788 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
22.7K
New
$130.68 - $186.97 $2.97M - $4.25M
22.7K $4.14M
AWK
American Water Works Company, Inc.

Utilities
5K
New
$135.05 - $147.0 $675K - $735K
5K $695K
XYL
Xylem Inc.

Industrials
3.79K
New
$129.67 - $147.5 $492K - $559K
3.79K $559K
SJM
J M Smucker CO

Consumer Defensive
4.25K
New
$102.24 - $113.2 $434K - $481K
4.25K $461K
RPM
Rpm International Inc

Basic Materials
3.32K
New
$110.07 - $128.23 $366K - $426K
3.32K $391K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
684
New
$534.91 - $598.71 $366K - $410K
684 $384K
TIP
Ishares Tr Tips Bd ETF

ETFs
3.28K
New
$109.11 - $111.88 $358K - $367K
3.28K $365K
BDX
Becton Dickinson & CO

Healthcare
1.82K
New
$172.41 - $199.66 $314K - $363K
1.82K $340K
O
Realty Income Corp

Real Estate
5.31K
New
$56.13 - $60.79 $298K - $323K
5.31K $322K
KEYS
Keysight Technologies, Inc.

Technology
1.78K
New
$158.51 - $178.15 $282K - $317K
1.78K $311K
BIIB
Biogen Inc.

Healthcare
1.99K
New
$122.68 - $148.84 $244K - $296K
1.99K $278K
TS
Tenaris Sa

Energy
7.69K
New
$34.66 - $38.85 $267K - $299K
7.69K $275K
MNST
Monster Beverage Corp

Consumer Defensive
3.76K
New
$58.65 - $67.31 $221K - $253K
3.76K $253K
NXPI
Nxp Semiconductors N.V.

Technology
1.1K
New
$205.16 - $239.07 $225K - $262K
1.1K $249K
VMC
Vulcan Materials CO

Basic Materials
796
New
$260.62 - $307.62 $207K - $245K
796 $244K
SNA
Snap On Inc

Industrials
683
New
$313.01 - $346.53 $214K - $237K
683 $236K
IT
Gartner Inc

Technology
884
New
$225.98 - $406.7 $200K - $360K
884 $232K
CMI
Cummins Inc

Industrials
544
New
$327.85 - $426.39 $178K - $232K
544 $229K
GD
General Dynamics Corp

Industrials
666
New
$293.92 - $341.0 $196K - $227K
666 $227K
CI
Cigna Corp

Healthcare
745
New
$262.23 - $334.39 $195K - $249K
745 $214K
MSTR
Microstrategy Inc

Technology
652
New
$300.7 - $455.9 $196K - $297K
652 $210K
DFAI
Dimensional ETF Tr

ETFs
5.77K
New
$34.05 - $36.55 $197K - $211K
5.77K $209K
NDAQ
Nasdaq, Inc.

Financial Services
2.34K
New
$86.73 - $96.94 $203K - $226K
2.34K $206K
BIDU
Baidu, Inc.

Communication Services
1.54K
New
$85.86 - $137.83 $132K - $212K
1.54K $202K
VRT
Vertiv Holdings CO

Industrials
1.44K
New
N/A
1.44K $124K
ABC
Amerisourcebergen Corp

Healthcare
656
New
N/A
656 $121K
GRAB
Grab Holdings LTD

Technology
10.1K
New
$4.77 - $6.45 $48K - $64.9K
10.1K $60K
UHALB
Amerco Com Ser N
3.96K
New
N/A
3.96K $0
Ishares Bitcoin Trust ETF
4.19K
New
N/A
4.19K $0
Flutter Entmt PLC
840
New
N/A
840 $0
Gsk PLC
11.2K
New
N/A
11.2K $0
Morgan Stanley ETF Trust
4.75K
New
N/A
4.75K $0
Activity Summary
Buys All Purchases 178 New Holdings 33 Increased Positions 145 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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