Bsw-Wealth-Partners

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-24
Total Holdings
306
Total Value
658620867
Accession Number
0001512601-25-000007
Form Type
13F-HR
Manager Name
Bsw-Wealth-Partners
Data Enrichment
92% identified
281 identified25 unidentified

Holdings

306 positions
Manager:
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Page 10 of 16
Autodesk, Inc.
Shares:1.6K
Value:$425.7K
CBRE GROUP, INC.
Shares:3.2K
Value:$420.7K
Johnson Controls International plc
Shares:5.2K
Value:$420.5K
LOCKHEED MARTIN CORP
Shares:941
Value:$420.4K
Bank of New York Mellon Corp
Shares:5.0K
Value:$415.4K
Elevance Health, Inc.
Shares:954
Value:$415.0K
ASE Technology Holding Co., Ltd.
Shares:47.2K
Value:$413.8K
COPART INC
Shares:7.3K
Value:$411.3K
BROADRIDGE FINANCIAL SOLUTIONS, INC.
Shares:1.7K
Value:$408.7K
SCHWAB CHARLES CORP
Shares:5.2K
Value:$405.9K
NOVARTIS AG
Shares:3.6K
Value:$401.4K
MERCADOLIBRE INC
Shares:204
Value:$398.0K
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
Shares:29.1K
Value:$396.4K
GARMIN LTD
Shares:1.8K
Value:$394.8K
HCA Healthcare, Inc.
Shares:1.1K
Value:$391.9K
Otis Worldwide Corp
Shares:3.8K
Value:$390.3K
Infosys Ltd
Shares:21.4K
Value:$389.9K
SHERWIN WILLIAMS CO
Shares:1.1K
Value:$382.6K
Arista Networks, Inc.
Shares:4.9K
Value:$382.4K
464287150
Shares:3.1K
Value:$380.4K