Bsw Wealth Partners Sells in Q4 2025

Bsw Wealth Partners

  • $805 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-10.1K
- 5.24%
$656.2 - $690.71 $6.63M - $6.98M
183K $124M
AVUS
American Centy ETF Tr Avantis

ETFs
-19.3K
- 5.06%
$105.96 - $111.17 $2.05M - $2.15M
363K $39.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-25.8K
- 4.03%
$49.98 - $50.59 $1.29M - $1.31M
616K $30.9M
AVDE
American Centy ETF Tr Avantis

ETFs
-24.2K
- 3.73%
$77.65 - $81.2 $1.88M - $1.96M
624K $50.1M
MSFT
Microsoft Corp

Technology
-1.54K
- 9.94%
$496.82 - $542.07 $767K - $836K
14K $7.09M
IEFA
Ishares Tr

ETFs
-12.8K
- 9.24%
$86.09 - $89.88 $1.1M - $1.15M
126K $11.1M
MGV
Vanguard Mega Cap Value

ETFs
-6.72K
- 15.57%
$135.26 - $140.13 $909K - $941K
36.4K $5.04M
META
Meta Platforms, Inc.

Communication Services
-243
- 4.55%
$609.01 - $751.67 $148K - $183K
5.1K $3.11M
IEMG
Ishares Inc

ETFs
-12.5K
- 5.19%
N/A
229K $12.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-851
- 1.79%
$653.02 - $687.39 $556K - $585K
46.6K $31M
NVDA
Nvidia Corp

Technology
-2.72K
- 3.84%
$179.83 - $207.04 $489K - $563K
68.1K $12.7M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-3.98K
- 6.21%
$116.0 - $122.39 $462K - $487K
60.1K $7.14M
PG
Procter & Gamble CO

Consumer Defensive
-1.43K
- 5.3%
$145.5 - $153.18 $207K - $218K
25.5K $3.71M
AVUV
American Centy ETF Tr Avantis

ETFs
-2.31K
- 2.45%
$95.19 - $100.66 $220K - $232K
91.8K $8.96M
JPM
Jpmorgan Chase & CO

Financial Services
-660
- 5.51%
$294.11 - $320.41 $194K - $211K
11.3K $3.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.75K
- 4.96%
$63.25 - $66.24 $237K - $249K
71.9K $4.62M
HD
Home Depot, Inc.

Consumer Cyclical
-278
- 5.91%
$358.03 - $397.02 $99.5K - $110K
4.43K $1.58M
PLTR
Palantir Technologies Inc.

Technology
-720
- 3.17%
$172.14 - $207.18 $124K - $149K
22K $3.83M
IWM
Ishares Russell 2000 ETF

ETFs
-956
- 4.91%
$236.79 - $250.33 $226K - $239K
18.5K $4.39M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.26K
- 15.54%
$201.42 - $211.15 $254K - $266K
6.86K $1.41M
LOW
Lowes Companies Inc

Consumer Cyclical
-719
- 18.48%
$225.0 - $247.99 $162K - $178K
3.17K $713K
BX
Blackstone Inc.

Financial Services
-309
- 4.88%
$138.42 - $168.45 $42.8K - $52.1K
6.02K $833K
DASH
Door Dash, Inc.

Communication Services
-353
- 14.89%
$195.21 - $281.74 $68.9K - $99.5K
2.02K $417K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-360
- 9.87%
$589.5 - $635.77 $212K - $229K
3.29K $1.98M
VO
Vanguard Mid Cap ETF

ETFs
-651
- 26.33%
$286.27 - $296.23 $186K - $193K
1.82K $522K
PFE
Pfizer Inc

Healthcare
-6.52K
- 10.14%
$24.23 - $27.37 $158K - $178K
57.8K $1.45M
SJM
J M Smucker CO

Consumer Defensive
-1.55K
- 36.39%
$101.21 - $110.3 $156K - $171K
2.7K $294K
ADP
Automatic Data Processing Inc

Industrials
-23
- 0.61%
$250.9 - $292.94 $5.77K - $6.74K
3.72K $934K
PTC
Ptc Inc.

Technology
-607
- 30.8%
$173.93 - $205.87 $106K - $125K
1.36K $237K
FAST
Fastenal CO

Industrials
-2.25K
- 27.92%
$40.45 - $48.17 $90.8K - $108K
5.8K $234K
RPM
Rpm International Inc

Basic Materials
-1.11K
- 33.3%
$105.88 - $117.19 $117K - $130K
2.22K $236K
AVEM
American Centy ETF Tr Avantis

ETFs
-8.88K
- 4.08%
$73.09 - $78.36 $649K - $696K
209K $16.2M
AWK
American Water Works Company, Inc.

Utilities
-855
- 17.1%
$125.97 - $145.43 $108K - $124K
4.15K $545K
SPOT
Spotify Technology S.A.

Communication Services
-168
- 31.11%
$616.91 - $707.3 $104K - $119K
372 $236K
DIS
Walt Disney CO

Communication Services
-101
- 0.7%
$105.69 - $116.65 $10.7K - $11.8K
14.4K $1.52M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-1.69K
- 2.0%
$42.98 - $45.55 $72.8K - $77.1K
82.8K $3.59M
T
At&T Inc.

Communication Services
-1.14K
- 2.93%
$24.44 - $27.55 $27.8K - $31.4K
37.6K $958K
RELX
Relx PLC

Communication Services
-1.33K
- 10.89%
$41.33 - $47.07 $54.8K - $62.4K
10.9K $448K
IDEV
Ishares Core Msci Intl Develop

ETFs
-6.34K
- 1.83%
$79.1 - $82.39 $502K - $523K
341K $27.7M
INTU
Intuit Inc

Technology
-86
- 4.28%
$641.79 - $683.39 $55.2K - $58.8K
1.93K $1.24M
UNP
Union Pacific Corp

Industrials
-240
- 4.79%
$216.37 - $237.41 $51.9K - $57K
4.77K $1.05M
AVES
American Centy ETF Tr Avantis

ETFs
-7.21K
- 3.6%
$55.32 - $58.99 $399K - $425K
193K $11.4M
ABT
Abbott Laboratories

Healthcare
-582
- 4.58%
$123.62 - $134.59 $71.9K - $78.3K
12.1K $1.58M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-5.26K
- 40.52%
$25.3 - $29.23 $133K - $154K
7.72K $209K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-4.24K
- 4.44%
$42.88 - $45.39 $182K - $192K
91.1K $4.06M
VZ
Verizon Communications Inc

Communication Services
-1.33K
- 6.51%
$38.4 - $43.83 $50.9K - $58.1K
19K $780K
SYY
Sysco Corp

Consumer Defensive
-793
- 11.51%
$72.9 - $83.27 $57.8K - $66K
6.09K $455K
SONY
Sony Group Corp

Technology
-4.16K
- 14.65%
$27.71 - $30.26 $115K - $126K
24.2K $705K
CTAS
Cintas Corp

Industrials
-342
- 15.88%
$182.04 - $203.64 $62.3K - $69.6K
1.81K $338K
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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