Bsw Wealth Partners Reduced Holdings in Q4 2025

Bsw Wealth Partners

  • $805 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VRSK
Verisk Analytics, Inc.

Industrials
-262
- 20.88%
$208.0 - $249.55 $54.5K - $65.4K
993 $214K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-151
- 13.59%
$577.77 - $604.78 $87.2K - $91.3K
960 $562K
COST
Costco Wholesale Corp

Consumer Defensive
-90
- 6.63%
$910.94 - $954.99 $82K - $85.9K
1.27K $1.16M
UBER
Uber Technologies, Inc

Technology
-360
- 3.46%
$91.62 - $100.1 $33K - $36K
10K $919K
TT
Trane Technologies PLC

Industrials
-221
- 21.84%
$408.5 - $448.65 $90.3K - $99.2K
791 $330K
ITW
Illinois Tool Works Inc

Industrials
-273
- 15.55%
$242.03 - $260.73 $66.1K - $71.2K
1.48K $361K
HMC
Honda Motor CO LTD

Consumer Cyclical
-2.79K
- 19.14%
$29.48 - $31.93 $82.3K - $89.2K
11.8K $354K
AVGO
Broadcom Inc.

Technology
-820
- 5.53%
$324.63 - $385.98 $266K - $317K
14K $4.8M
ABBV
Abb Vie Inc.

Healthcare
-505
- 4.66%
$211.96 - $244.38 $107K - $123K
10.3K $2.42M
SNY
Sanofi

Healthcare
-2.41K
- 29.83%
$48.09 - $52.34 $116K - $126K
5.67K $293K
TMUS
T Mobile Us, Inc.

Communication Services
-84
- 2.93%
$201.01 - $233.26 $16.9K - $19.6K
2.78K $600K
VUG
Vanguard Growth ETF

ETFs
-187
- 14.23%
$470.44 - $504.26 $88K - $94.3K
1.13K $544K
BDX
Becton Dickinson & CO

Healthcare
-483
- 26.55%
$176.39 - $193.93 $85.2K - $93.7K
1.34K $255K
EBAY
Ebay Inc

Consumer Cyclical
-583
- 11.49%
$80.85 - $99.58 $47.1K - $58.1K
4.49K $376K
BR
Broadridge Financial Solutions, Inc.

Technology
-285
- 18.62%
$217.49 - $236.9 $62K - $67.5K
1.25K $281K
LYV
Live Nation Entertainment, Inc.

Communication Services
-150
- 6.8%
$134.79 - $158.88 $20.2K - $23.8K
2.06K $279K
ICE
Intercontinental Exchange, Inc.

Financial Services
-287
- 12.91%
$145.59 - $162.64 $41.8K - $46.7K
1.94K $294K
CARR
Carrier Global Corp

Industrials
-964
- 18.95%
$54.1 - $60.75 $52.2K - $58.6K
4.12K $223K
MSI
Motorola Solutions, Inc.

Technology
-50
- 6.42%
$379.98 - $462.26 $19K - $23.1K
729 $277K
INTC
Intel Corp

Technology
-3.21K
- 9.22%
$34.71 - $41.53 $111K - $133K
31.6K $1.1M
VB
Vanguard Small Cap ETF

ETFs
-202
- 4.4%
$248.1 - $260.08 $50.1K - $52.5K
4.39K $1.1M
VIG
Vanguard Dividend Appreciation

ETFs
-383
- 11.53%
N/A
2.94K $535K
XYL
Xylem Inc.

Industrials
-356
- 9.39%
$142.73 - $152.95 $50.8K - $54.5K
3.44K $490K
XOM
Exxon Mobil Corp

Energy
-952
- 10.15%
$110.64 - $119.78 $105K - $114K
8.43K $991K
BALL
Ball Corp

Consumer Cyclical
-587
- 4.43%
$46.41 - $50.48 $27.2K - $29.6K
12.7K $603K
OTIS
Otis Worldwide Corp

Industrials
-610
- 14.86%
$88.77 - $93.38 $54.1K - $57K
3.5K $310K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.56K
- 3.87%
$25.2 - $26.46 $64.5K - $67.7K
63.6K $1.64M
SAP
Sap Se

Technology
-90
- 7.1%
$238.9 - $280.46 $21.5K - $25.2K
1.18K $281K
PAYX
Paychex Inc

Industrials
-195
- 8.06%
$111.08 - $128.59 $21.7K - $25.1K
2.22K $249K
HON
Honeywell International Inc

Industrials
-92
- 3.42%
$194.07 - $220.67 $17.9K - $20.3K
2.6K $508K
GE
General Electric CO

Industrials
-182
- 12.21%
$291.49 - $314.28 $53.1K - $57.2K
1.31K $392K
URI
United Rentals, Inc.

Industrials
-7
- 2.09%
$806.61 - $1020.0 $5.65K - $7.14K
328 $264K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-12
- 0.55%
$153.8 - $189.34 $1.85K - $2.27K
2.18K $343K
PM
Philip Morris International Inc.

Consumer Defensive
-17
- 0.38%
$144.33 - $160.86 $2.45K - $2.73K
4.43K $676K
ALL
Allstate Corp

Financial Services
-201
- 6.77%
$190.0 - $214.3 $38.2K - $43.1K
2.77K $592K
IT
Gartner Inc

Technology
-62
- 7.01%
$226.44 - $258.17 $14K - $16K
822 $189K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-308
- 12.28%
$142.79 - $150.05 $44K - $46.2K
2.2K $322K
MO
Altria Group, Inc.

Consumer Defensive
-19
- 0.38%
$56.38 - $66.65 $1.07K - $1.27K
4.92K $286K
STRL
Sterling Construction CO Inc

Industrials
-105
- 5.62%
$326.6 - $411.07 $34.3K - $43.2K
1.76K $597K
LMT
Lockheed Martin Corp

Industrials
-22
- 2.36%
$452.1 - $514.24 $9.95K - $11.3K
910 $428K
GS
Goldman Sachs Group Inc

Financial Services
-6
- 0.4%
$744.6 - $838.97 $4.47K - $5.03K
1.5K $1.16M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-1.07K
- 1.67%
$50.43 - $53.13 $53.8K - $56.7K
62.8K $3.25M
SYK
Stryker Corp

Healthcare
-49
- 2.94%
$353.81 - $388.35 $17.3K - $19K
1.62K $581K
ETN
Eaton Corp PLC

Industrials
-40
- 5.72%
$352.39 - $387.75 $14.1K - $15.5K
659 $232K
VBK
Vanguard Small Cap Growth ETF

ETFs
-32
- 0.96%
$291.71 - $309.36 $9.33K - $9.9K
3.32K $967K
C
Citigroup Inc

Financial Services
-19
- 0.24%
$93.93 - $102.87 $1.78K - $1.95K
8.03K $788K
WCN
Waste Connections, Inc.

Industrials
-112
- 8.14%
$165.31 - $178.47 $18.5K - $20K
1.26K $213K
O
Realty Income Corp

Real Estate
-105
- 1.98%
$56.12 - $60.64 $5.89K - $6.37K
5.21K $295K
PANW
Palo Alto Networks Inc

Technology
-162
- 3.99%
$204.77 - $221.38 $33.2K - $35.9K
3.89K $799K
Activity Summary
Buys All Purchases 133 New Holdings 20 Increased Positions 113 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
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