Boulder Wealth Advisors, LLC Top Holdings and 13F Report (2024) About Boulder Wealth Advisors, LLCInvestment ActivityBoulder Wealth Advisors, LLC has $184.01 million in total holdings as of June 30, 2024.Boulder Wealth Advisors, LLC owns shares of 27 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 10.32% of the portfolio was purchased this quarter.About 7.67% of the portfolio was sold this quarter.This quarter, Boulder Wealth Advisors, LLC has purchased 24 new stocks and bought additional shares in 15 stocks.Boulder Wealth Advisors, LLC sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab US Broad Market ETF $33,414,367iShares Core S&P 500 ETF $26,769,673iShares MSCI USA Quality Factor ETF $22,792,775iShares ESG Aware MSCI USA ETF $21,998,291iShares Russell 1000 Growth ETF $20,711,718 Largest New Holdings this Quarter iShares Ultra Short-Term Bond Active ETF $7,502,518 HoldingPalo Alto Networks $214,309 HoldingiShares Core MSCI EAFE ETF $201,447 Holding Largest Purchases this Quarter iShares Ultra Short-Term Bond Active ETF 147,862 shares (about $7.50M)JPMorgan Ultra-Short Municipal ETF 86,418 shares (about $4.40M)iShares MSCI USA Quality Factor ETF 21,424 shares (about $3.84M)Broadcom 5,228 shares (about $901.85K)Invesco FTSE RAFI US 1000 ETF 12,899 shares (about $524.09K) Largest Sales this Quarter iShares Russell 1000 Growth ETF 24,749 shares (about $9.29M)iShares Core S&P 500 ETF 8,065 shares (about $4.65M)NVIDIA 765 shares (about $92.90K)Tesla 327 shares (about $85.55K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBoulder Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHBSchwab US Broad Market ETF$33,414,367$391,071 ▲1.2%502,32118.2%ETFIVViShares Core S&P 500 ETF$26,769,673$4,652,059 ▼-14.8%46,40914.5%ETFQUALiShares MSCI USA Quality Factor ETF$22,792,775$3,841,320 ▲20.3%127,12112.4%ETFESGUiShares ESG Aware MSCI USA ETF$21,998,291$214,379 ▲1.0%174,34112.0%ManufacturingIWFiShares Russell 1000 Growth ETF$20,711,718$9,290,336 ▼-31.0%55,17511.3%ETFPRFInvesco FTSE RAFI US 1000 ETF$14,862,657$524,086 ▲3.7%365,8058.1%ETFJCPBJPMorgan Core Plus Bond ETF$9,001,536$10,758 ▲0.1%186,5994.9%ETFXMHQInvesco S&P MidCap Quality ETF$7,686,399$459,454 ▲6.4%74,9314.2%ETFICSHiShares Ultra Short-Term Bond Active ETF$7,502,518$7,502,518 ▲New Holding147,8624.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$6,503,612$4,402,133 ▲209.5%127,6723.5%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,147,739$226,509 ▲7.8%37,9521.7%ETFBRK.BBerkshire Hathaway$1,690,535$1,381 ▲0.1%3,6730.9%FinanceAAPLApple$1,557,701$20,039 ▲1.3%6,6850.8%Computer and TechnologyMSFTMicrosoft$1,105,631$10,759 ▲1.0%2,5690.6%Computer and TechnologyAVGOBroadcom$1,005,702$901,854 ▲868.4%5,8300.5%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$692,6320.0%3,0680.4%ETFNVDANVIDIA$680,674$92,902 ▼-12.0%5,6050.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$451,3950.0%7870.2%FinanceMETAMeta Platforms$408,150$8,587 ▲2.1%7130.2%Computer and TechnologyGOOGAlphabet$339,466$35,117 ▲11.5%2,0300.2%Computer and TechnologyMGVVanguard Mega Cap Value ETF$320,1870.0%2,4960.2%ETFGOOGLAlphabet$244,1310.0%1,4720.1%Computer and TechnologyAMZNAmazon.com$239,434$25,155 ▲11.7%1,2850.1%Retail/WholesaleVOOVanguard S&P 500 ETF$234,8130.0%4450.1%ETFTSLATesla$231,543$85,553 ▼-27.0%8850.1%Auto/Tires/TrucksPANWPalo Alto Networks$214,309$214,309 ▲New Holding6270.1%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$201,447$201,447 ▲New Holding2,5810.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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