Bsw Wealth Partners Top Holdings and 13F Report (2025) About Bsw Wealth PartnersInvestment ActivityBsw Wealth Partners has $658.62 million in total holdings as of March 31, 2025.Bsw Wealth Partners owns shares of 306 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 2.98% of the portfolio was purchased this quarter.About 4.73% of the portfolio was sold this quarter.This quarter, Bsw Wealth Partners has purchased 308 new stocks and bought additional shares in 112 stocks.Bsw Wealth Partners sold shares of 149 stocks and completely divested from 29 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $97,990,428Avantis International Equity ETF $39,537,156Vanguard Tax-Exempt Bond ETF $37,297,991Avantis U.S. Equity ETF $31,653,702Vanguard Intermediate-Term Treasury Index ETF $27,553,346 Largest New Holdings this Quarter G87052109 - TE CONNECTIVITY PLC $451,245 Holding80105N105 - Sanofi $449,947 HoldingH2906T109 - Garmin $394,771 Holding25809K105 - DOORDASH INC $354,939 Holding81369Y605 - Financial Select Sector SPDR Fund $312,166 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Treasury Index ETF 35,234 shares (about $2.09M)Alphabet 5,249 shares (about $820.06K)iShares Core MSCI International Developed Markets ETF 10,811 shares (about $744.77K)Dell Technologies 5,283 shares (about $481.55K)TE CONNECTIVITY PLC 3,193 shares (about $451.25K) Largest Sales this Quarter Apple 9,148 shares (about $2.03M)iShares Core S&P 500 ETF 3,054 shares (about $1.72M)iShares Core MSCI EAFE ETF 20,820 shares (about $1.58M)iShares National Muni Bond ETF 11,072 shares (about $1.17M)Microsoft 2,541 shares (about $953.86K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBsw Wealth Partners Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$97,990,428$1,716,045 ▼-1.7%174,39114.9%ETFAVDEAvantis International Equity ETF$39,537,156$383,372 ▲1.0%596,6076.0%ETFVTEBVanguard Tax-Exempt Bond ETF$37,297,991$351,905 ▼-0.9%751,6735.7%ETFAVUSAvantis U.S. Equity ETF$31,653,702$353,353 ▼-1.1%342,6474.8%ETFVGITVanguard Intermediate-Term Treasury Index ETF$27,553,346$2,092,900 ▲8.2%463,8614.2%ETFSPYSPDR S&P 500 ETF Trust$26,083,063$325,003 ▼-1.2%46,6284.0%FinanceAAPLApple$22,440,122$2,032,035 ▼-8.3%101,0233.4%Computer and TechnologyIDEViShares Core MSCI International Developed Markets ETF$20,811,222$744,769 ▲3.7%302,0943.2%ETFIEFAiShares Core MSCI EAFE ETF$12,809,471$1,575,037 ▼-10.9%169,3251.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$12,553,948$58,449 ▼-0.5%232,6101.9%ETFAVEMAvantis Emerging Markets Equity ETF$11,780,026$13,418 ▲0.1%195,7791.8%ETFAORiShares Core 60/40 Balanced Allocation ETF$9,766,218$414,906 ▲4.4%169,6411.5%ETFIAUiShares Gold Trust$8,830,970$356,708 ▲4.2%149,7791.3%FinanceAVESAvantis Emerging Markets Value ETF$8,634,902$91,302 ▲1.1%183,0981.3%ETFMGVVanguard Mega Cap Value ETF$8,265,344$684,527 ▼-7.6%64,1521.3%ETFNVDANVIDIA$7,654,924$640,963 ▼-7.7%70,6301.2%Computer and TechnologyMSFTMicrosoft$6,678,921$953,863 ▼-12.5%17,7921.0%Computer and TechnologyVOOVanguard S&P 500 ETF$6,499,600$310,410 ▲5.0%12,6471.0%ETFVTIVanguard Total Stock Market ETF$6,433,159$233,613 ▲3.8%23,4071.0%ETFVEAVanguard FTSE Developed Markets ETF$6,271,809$351,235 ▲5.9%123,3881.0%ETFAVUVAvantis U.S. Small Cap Value ETF$6,106,187$27,894 ▼-0.5%70,0490.9%ETFAMZNAmazon.com$5,990,104$241,629 ▼-3.9%31,4840.9%Retail/WholesaleESGDiShares ESG Aware MSCI EAFE ETF$5,647,148$541,850 ▼-8.8%69,1290.9%ManufacturingEFAiShares MSCI EAFE ETF$5,558,613$151,772 ▼-2.7%68,0120.8%FinanceESGVVanguard ESG US Stock ETF$5,495,583$878,612 ▼-13.8%56,1060.8%ETFIWMiShares Russell 2000 ETF$5,084,105$180,136 ▼-3.4%25,4860.8%FinanceNULVNuveen ESG Large-Cap Value ETF$4,901,234$662,902 ▼-11.9%121,0480.7%ETFCRBNiShares MSCI ACWI Low Carbon Target ETF$4,756,051$12,809 ▲0.3%24,8770.7%ETFIJHiShares Core S&P Mid-Cap ETF$4,660,261$84,958 ▲1.9%79,8670.7%ETFGOOGAlphabet$4,644,311$820,062 ▲21.4%29,7270.7%Computer and TechnologyPGProcter & Gamble$4,488,607$57,430 ▼-1.3%26,3390.7%Consumer StaplesNUSCNuveen ESG Small-Cap ETF$3,742,521$333,980 ▼-8.2%97,6140.6%ETFXVViShares ESG Select Screened S&P 500 ETF$3,678,756$383,718 ▼-9.4%85,9870.6%ETFACWIiShares MSCI ACWI ETF$3,591,723$116 ▼0.0%30,8590.5%ManufacturingGOOGLAlphabet$3,021,737$683,370 ▼-18.4%19,5400.5%Computer and TechnologyLLYEli Lilly and Company$2,965,182$33,864 ▼-1.1%3,5900.5%MedicalJPMJPMorgan Chase & Co.$2,944,470$150,609 ▲5.4%12,0040.4%FinanceMETAMeta Platforms$2,748,302$8,646 ▼-0.3%4,7680.4%Computer and TechnologyMUBiShares National Muni Bond ETF$2,686,189$1,167,431 ▼-30.3%25,4760.4%ETFBRK.BBerkshire Hathaway$2,555,828$4,261 ▲0.2%4,7990.4%FinanceLINDE PLC$2,505,165$50,755 ▼-2.0%5,3800.4%SHSAVGOBroadcom$2,456,480$64,124 ▼-2.5%14,6720.4%Computer and TechnologyWDWalker & Dunlop$2,396,6530.0%28,0770.4%FinanceVWOVanguard FTSE Emerging Markets ETF$2,395,714$249,203 ▼-9.4%52,9320.4%ETFPEPPepsiCo$2,285,829$13,345 ▼-0.6%15,2450.3%Consumer StaplesSCHFSchwab International Equity ETF$2,272,798$7,714 ▲0.3%114,9040.3%ETFVVisa$2,237,380$20,678 ▲0.9%6,3840.3%Business ServicesABBVAbbVie$2,088,022$316,157 ▼-13.2%9,9660.3%MedicalEEMiShares MSCI Emerging Markets ETF$2,075,051$351,435 ▼-14.5%47,4840.3%FinanceKOCoca-Cola$2,050,798$109,938 ▼-5.1%28,6340.3%Consumer StaplesVTVanguard Total World Stock ETF$1,795,354$250,914 ▲16.2%15,4840.3%ETFPFEPfizer$1,779,105$437,725 ▲32.6%70,2090.3%MedicalHDHome Depot$1,732,145$44,348 ▲2.6%4,7260.3%Retail/WholesaleTRVTravelers Companies$1,714,622$26,977 ▼-1.5%6,4830.3%FinanceQQQInvesco QQQ$1,714,428$29,543 ▲1.8%3,6560.3%FinanceMRKMerck & Co., Inc.$1,689,817$77,463 ▲4.8%18,8260.3%MedicalABTAbbott Laboratories$1,665,505$17,244 ▲1.0%12,5560.3%MedicalSCHBSchwab US Broad Market ETF$1,658,933$5,339 ▼-0.3%77,0520.3%ETFDELLDell Technologies$1,593,307$481,547 ▲43.3%17,4800.2%Computer and TechnologyXOMExxon Mobil$1,573,923$58,752 ▼-3.6%13,2340.2%EnergyTSMTaiwan Semiconductor Manufacturing$1,569,023$81,506 ▲5.5%9,4520.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,451,164$198,592 ▲15.9%4,0190.2%ETFORCLOracle$1,435,346$39,708 ▼-2.7%10,2660.2%Computer and TechnologyDISWalt Disney$1,422,063$41,059 ▼-2.8%14,4080.2%Consumer DiscretionaryUNHUnitedHealth Group$1,400,245$97,960 ▲7.5%2,6730.2%MedicalUNPUnion Pacific$1,291,541$54,572 ▼-4.1%5,4670.2%TransportationCOSTCostco Wholesale$1,282,525$10,404 ▼-0.8%1,3560.2%Retail/WholesaleACNAccenture$1,281,911$4,057 ▲0.3%4,1080.2%Computer and TechnologyMAMastercard$1,240,685$27,948 ▼-2.2%2,2640.2%Business ServicesVBVanguard Small-Cap ETF$1,224,204$127,720 ▲11.6%5,5210.2%ETFINTCIntel$1,186,199$197,056 ▼-14.2%52,2320.2%Computer and TechnologyINTUIntuit$1,170,616$90,236 ▲8.4%1,9070.2%Computer and TechnologyNFLXNetflix$1,164,730$291,882 ▼-20.0%1,2490.2%Consumer DiscretionaryADPAutomatic Data Processing$1,148,394$11,609 ▲1.0%3,7590.2%Business ServicesDOVDover$1,127,492$54,108 ▲5.0%6,4180.2%IndustrialsVBRVanguard Small-Cap Value ETF$1,108,053$24,404 ▼-2.2%5,9480.2%ETFAXPAmerican Express$1,083,664$47,888 ▲4.6%4,0280.2%FinanceTAT&T$1,060,179$7,522 ▼-0.7%37,4890.2%Computer and TechnologyCRMSalesforce$1,048,680$24,956 ▼-2.3%3,9080.2%Computer and TechnologyWMTWalmart$1,041,495$1,054 ▼-0.1%11,8630.2%Retail/WholesaleGLDSPDR Gold Shares$1,039,609$576 ▲0.1%3,6080.2%FinanceJNJJohnson & Johnson$1,017,272$101,993 ▼-9.1%6,1340.2%MedicalTJXTJX Companies$1,007,574$163,950 ▲19.4%8,2720.2%Retail/WholesaleIWDiShares Russell 1000 Value ETF$968,648$148,646 ▲18.1%5,1480.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$933,937$221,700 ▼-19.2%18,3670.1%ETFSPGIS&P Global$931,150$209,801 ▲29.1%1,8330.1%Business ServicesSPDWSPDR Portfolio Developed World ex-US ETF$925,724$7,974 ▼-0.9%25,4250.1%ETFAMDAdvanced Micro Devices$921,626$13,049 ▲1.4%8,9700.1%Computer and TechnologyBKNGBooking$894,1700.0%1940.1%Retail/WholesaleVBKVanguard Small-Cap Growth ETF$882,541$26,438 ▲3.1%3,5050.1%ETFQCOMQUALCOMM$862,649$7,219 ▼-0.8%5,6160.1%Computer and TechnologyVZVerizon Communications$859,858$43,909 ▼-4.9%18,9560.1%Computer and TechnologyBSXBoston Scientific$855,362$56,392 ▲7.1%8,4790.1%MedicalVVVanguard Large-Cap ETF$835,3480.0%3,2500.1%ETFBXBlackstone$833,108$32,989 ▼-3.8%5,9600.1%FinanceIBNICICI Bank$815,935$87,343 ▼-9.7%25,8860.1%FinanceGWWW.W. Grainger$813,136$8,892 ▼-1.1%8230.1%IndustrialsTMUST-Mobile US$812,549$29,601 ▼-3.5%3,0470.1%Computer and TechnologyUBERUber Technologies$803,689$65,499 ▲8.9%11,0310.1%Computer and TechnologyLAM RESEARCH CORP$801,168$6,616 ▼-0.8%11,0200.1%COM NEWShowing 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. 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