Bsw-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "CIB",
  "STRL",
  null,
  "MU",
  null,
  "MPLX",
  "ACN",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "A",
  "BABA",
  null,
  "ALL",
  "GOOGL",
  "VDE",
  "AXP",
  "AIG",
  null,
  "BBDO",
  "ASML",
  "T",
  "BLK",
  "ASX",
  "CAT",
  "AVDE",
  "AVGO",
  "LOW",
  null,
  "AVEM",
  "SAN",
  "BSX",
  null,
  "LPL",
  null,
  "EBAY",
  "EQH",
  "PNR",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "IBN",
  "MCD",
  "INTU",
  null,
  null,
  "UNP",
  null,
  "QCOM",
  "GGB",
  "ISRG",
  "HSBC",
  "EMXC",
  "HMC",
  "ITW",
  "AMAT",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  "MVIS",
  "PDM",
  "IJH",
  "IQV",
  "LRCX",
  "LIN",
  "L",
  "MMC",
  "PWR",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "CORZ",
  "MS",
  "TMUS",
  "EQIX",
  "GE",
  "GPC",
  "NVS",
  "OMC",
  null,
  "PCAR",
  "BX",
  "HSY",
  "FAST",
  "IJR",
  "EFG",
  "ANET",
  "KLAC",
  "IWD",
  "ORCL",
  "KHC",
  "OKE",
  "DASH",
  "PAYX",
  "VGIT",
  "EEM",
  "IWF",
  "PANW",
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "INTC",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "NMR",
  "AMGN",
  null,
  "IEFA",
  "SPGI",
  "RELX",
  "SCHX",
  null,
  "NOW",
  "SHW",
  "SHOP",
  "RS",
  "SPG",
  "RTX",
  "SPDW",
  "GLD",
  "SAP",
  "BP",
  "AMT",
  "SYK",
  "SMFG",
  "SNPS",
  "TEL",
  "VIV",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UBER",
  "UL",
  "VO",
  "MET",
  "VXF",
  "VV",
  "SCHW",
  "ACWV",
  "VWO",
  "SIVR",
  "CHT",
  null,
  null,
  null,
  "VIG",
  null,
  "LYG",
  "TEF",
  "SNY",
  "TSM",
  "VYM",
  "DD",
  "K",
  "TT",
  "VRSK",
  "ADSK",
  "HAL",
  null,
  "AFL",
  "AMD",
  "SONY",
  "VFC",
  "SDY",
  "FI",
  "NAGE",
  "DOV",
  "WAB",
  "FOX",
  "WCN",
  "KT",
  "NVO",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  "TTWO",
  "HCA",
  "ESGD",
  "FNB",
  "HDB",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VEA",
  "VMI",
  "VBK",
  "MGV",
  "VTEB",
  "VBR",
  "VT",
  "VB",
  "VOO",
  "V",
  "WD",
  "WMT",
  "WFC",
  "WELL",
  "WIT",
  "WF",
  null,
  "UMC",
  "GRMN",
  "PTC",
  "SCHD",
  "CHKP",
  "SCHF",
  "SCHA",
  "JD",
  "NOK",
  "LUMN",
  "INFY",
  "JCI",
  "KDP",
  "OTIS",
  "CRM",
  "SYY",
  "LYV",
  "GEV",
  "MELI",
  "GWW",
  null,
  "ADP",
  "BALL",
  "BBVA",
  "BBD",
  "BK",
  "BRK-B",
  "BMY",
  "BNL",
  "BR",
  "CDNS",
  "CARR",
  "CBRE",
  "CVX",
  "LNG",
  "CIG",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "C",
  "CME",
  "KO",
  "COLB",
  "CTSH",
  "CL",
  "CAG",
  "STZ",
  "CPRT",
  "COST",
  "CPNG",
  "DHR",
  "DELL",
  "DE",
  "DLR",
  "DOCN",
  "RSP",
  "EFA",
  "ADI",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: bsw-wealth-partners
Manager Name: Bsw-Wealth-Partners

Data Enrichment

92% identified

281 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

306 positions • $658,620.867K total value

306 positions

Manager:

SEC FilingSEC DataHachi Filing

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NOKIA CORP

NOK|654902204

Shares:19.4K

Value:$102.2K

TELEFONICA S A

TEF|879382208

Shares:18.2K

Value:$84.8K

BANK BRADESCO

BBDO|059460402

Shares:30.7K

Value:$63.9K

LG Display Co., Ltd.

LPL|50186V102

Shares:13.4K

Value:$41.7K

BANK BRADESCO

BBD|059460303

Shares:13.2K

Value:$29.4K

ENERGY CO OF MINAS GERAIS

CIG|204409601

Shares:12.1K

Value:$21.2K

Instrument	Shares		Other Manager	Value
NOKIA CORP(NOKcusip654902204)	19.4K	QoQ +20.51% (+3.3K) YoY -8.87% (-1.9K)	All Managers (Combined)	$102.2K	QoQ +43.36% (+$30.9K) YoY +35.65% (-$26.9K)
TELEFONICA S A(TEFcusip879382208)	18.2K	QoQ -46.47% (-15.8K) YoY -35.22% (-9.9K)	All Managers (Combined)	$84.8K	QoQ -37.95% (-$51.9K) YoY -31.55% (-$39.1K)
BANK BRADESCO(BBDOcusip059460402)	30.7K	QoQ +29.67% (+7.0K) YoY +52.51% (+10.6K)	All Managers (Combined)	$63.9K	QoQ +50.68% (+$21.5K) YoY +23.91% (+$12.3K)
LG Display Co., Ltd.(LPLcusip50186V102)	13.4K	QoQ NEW(+13.4K) YoY NEW(+13.4K)	All Managers (Combined)	$41.7K	QoQ NEW(+$41.7K) YoY NEW(+$41.7K)
BANK BRADESCO(BBDcusip059460303)	13.2K	QoQ NEW(+13.2K) YoY +17.77% (-2.0K)	All Managers (Combined)	$29.4K	QoQ NEW(+$29.4K) YoY -8.17% (-$2.6K)
ENERGY CO OF MINAS GERAIS(CIGcusip204409601)	12.1K	QoQ NEW(+12.1K) YoY NEW(+12.1K)	All Managers (Combined)	$21.2K	QoQ NEW(+$21.2K) YoY NEW(+$21.2K)