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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EQUINIX INC
Shares:453
Value:$369.3K
SYNOPSYS INC
Shares:859
Value:$368.4K
AMERICAN TOWER CORP /MA/
Shares:1.7K
Value:$365.7K
92204A306
Shares:2.8K
Value:$361.8K
Shares:10.7K
Value:$360.9K
Motorola Solutions, Inc.
Shares:822
Value:$359.9K
DuPont de Nemours, Inc.
Shares:4.8K
Value:$357.5K
DoorDash, Inc.
Shares:1.9K
Value:$354.9K
808524706
Shares:12.8K
Value:$353.4K
HONDA MOTOR CO LTD
Shares:13.0K
Value:$351.9K
CONAGRA BRANDS INC.
Shares:13.1K
Value:$350.3K
Intercontinental Exchange, Inc.
Shares:2.0K
Value:$349.7K
808524201
Shares:15.7K
Value:$346.9K
Shares:1.3K
Value:$342.8K
464288638
Shares:6.5K
Value:$341.4K
UNITED RENTALS, INC.
Shares:537
Value:$336.5K
PAYCHEX INC
Shares:2.2K
Value:$333.7K
CONSTELLATION BRANDS, INC.
Shares:1.8K
Value:$333.6K
46138E354
Shares:4.4K
Value:$328.7K
Live Nation Entertainment, Inc.
Shares:2.5K
Value:$325.1K