Bsw Wealth Partners Sells in Q4 2025

Bsw Wealth Partners

  • $805 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-920
- 8.29%
$32.35 - $34.37 $29.8K - $31.6K
10.2K $344K
GWW
W.W. Grainger, Inc.

Industrials
-10
- 1.71%
$926.21 - $979.0 $9.26K - $9.79K
575 $532K
KT
Kt Corp

Communication Services
-56
- 0.35%
$18.02 - $19.88 $1.01K - $1.11K
16K $289K
STZ
Constellation Brands, Inc.

Consumer Defensive
-97
- 5.75%
$127.65 - $142.97 $12.4K - $13.9K
1.59K $205K
MCD
Mcdonalds Corp

Consumer Cyclical
-78
- 5.87%
$293.81 - $310.11 $22.9K - $24.2K
1.25K $381K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-60
- 1.31%
$114.27 - $121.15 $6.86K - $7.27K
4.51K $526K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-442
- 4.39%
$27.17 - $28.65 $12K - $12.7K
9.64K $264K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-128
- 3.77%
$137.47 - $143.13 $17.6K - $18.3K
3.26K $460K
WMT
Walmart Inc.

Consumer Defensive
-140
- 1.21%
$101.18 - $109.03 $14.2K - $15.3K
11.5K $1.18M
NDAQ
Nasdaq, Inc.

Financial Services
-138
- 5.91%
$85.42 - $91.4 $11.8K - $12.6K
2.2K $191K
ABEV
Ambev S.A.

Consumer Defensive
-11.3K
- 23.71%
$2.11 - $2.55 $23.8K - $28.7K
36.2K $92K
HSBC
Hsbc Holdings PLC

Financial Services
-197
- 2.82%
$65.67 - $73.49 $12.9K - $14.5K
6.79K $483K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-134
- 1.35%
$280.66 - $305.09 $37.6K - $40.9K
9.76K $2.75M
TFC
Truist Financial Corp

Financial Services
-22
- 0.23%
$41.09 - $45.64 $904 - $1K
9.59K $430K
CVX
Chevron Corp

Energy
-42
- 0.86%
$148.9 - $157.72 $6.25K - $6.62K
4.85K $750K
BSX
Boston Scientific Corp

Healthcare
-473
- 5.58%
$94.95 - $104.98 $44.9K - $49.7K
8K $821K
TRV
Travelers Companies, Inc.

Financial Services
-195
- 3.03%
$261.57 - $287.42 $51K - $56K
6.24K $1.79M
DE
Deere & CO

Industrials
-46
- 5.01%
$439.11 - $480.78 $20.2K - $22.1K
872 $415K
MDT
Medtronic PLC

Healthcare
-67
- 3.01%
$90.06 - $98.43 $6.03K - $6.59K
2.16K $207K
WFC
Wells Fargo & Company

Financial Services
-23
- 0.66%
$77.62 - $87.3 $1.79K - $2.01K
3.46K $288K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-86
- 1.07%
$26.44 - $27.53 $2.27K - $2.37K
7.98K $217K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-816
- 5.32%
$15.2 - $17.48 $12.4K - $14.3K
14.5K $253K
VRT
Vertiv Holdings CO

Industrials
-33
- 2.29%
N/A
1.41K $121K
PEP
Pepsico Inc

Consumer Defensive
-777
- 5.11%
$138.84 - $153.71 $108K - $119K
14.4K $2.13M
XCEM
Columbia ETF Tr Ii

ETFs
-498
- 6.02%
$36.03 - $38.99 $17.9K - $19.4K
7.78K $297K
BAC
Bank Of America Corp

Financial Services
-14
- 0.28%
$48.65 - $54.11 $681 - $758
5K $257K
Lam Research Corp
-201
- 1.7%
N/A
11.6K $0
Te Connectivity PLC
-24
- 1.86%
N/A
1.27K $0
Grupo Cibest Sa
-183
- 1.28%
N/A
14.1K $0
Ge Vernova Inc
-48
- 3.27%
N/A
1.42K $0
KO
Coca Cola CO

Consumer Defensive
-2.04K
- 6.17%
$66.1 - $71.61 $135K - $146K
31.1K $2.2M
Linde PLC
-44
- 0.8%
N/A
5.44K $0
Gsk PLC
-158
- 1.41%
N/A
11.1K $0
American Centy ETF Tr
-360
- 5.47%
N/A
6.22K $0
Arista Networks Inc
-433
- 7.97%
N/A
5K $0
Nebius Group N.V.
-890
- 13.47%
N/A
5.72K $0
Morgan Stanley ETF Trust
-69
- 1.45%
N/A
4.68K $0
IBN
Icici Bank LTD

Financial Services
-781
- 2.7%
$29.87 - $32.94 $23.3K - $25.7K
28.2K $877K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-56
- 0.36%
$25.85 - $27.19 $1.45K - $1.52K
15.4K $408K
BMY
Bristol Myers Squibb CO

Healthcare
-349
- 3.09%
$42.6 - $49.08 $14.9K - $17.1K
10.9K $512K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-50
- 0.98%
$475.68 - $513.11 $23.8K - $25.7K
5.06K $2.58M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.58K
- 2.37%
$23.02 - $24.23 $59.5K - $62.6K
106K $2.54M
KLAC
Kla Corp

Technology
-22
- 3.69%
$982.75 - $1235.28 $21.6K - $27.2K
574 $651K
ROK
Rockwell Automation, Inc

Industrials
-36
- 3.98%
$333.75 - $394.54 $12K - $14.2K
869 $327K
HDB
Hdfc Bank LTD

Financial Services
-237
- 2.92%
$33.8 - $37.18 $8.01K - $8.81K
7.87K $289K
CMI
Cummins Inc

Industrials
-5
- 0.92%
$407.98 - $484.34 $2.04K - $2.42K
539 $249K
NEE
Nextera Energy Inc

Utilities
-14
- 0.42%
$78.18 - $86.03 $1.09K - $1.2K
3.31K $284K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-812
- 1.38%
$92.24 - $96.56 $74.9K - $78.4K
57.9K $5.52M
BIIB
Biogen Inc.

Healthcare
-79
- 3.97%
$142.26 - $167.55 $11.2K - $13.2K
1.91K $319K
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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