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:
Search and click to pin securities to the top
Page 2 of 16
025072877
Shares:70.0K
Value:$6.1M
AMAZON COM INC
Shares:31.5K
Value:$6.0M
46435G516
Shares:69.1K
Value:$5.6M
464287465
Shares:68.0K
Value:$5.6M
921910733
Shares:56.1K
Value:$5.5M
464287655
Shares:25.5K
Value:$5.1M
67092P300
Shares:121.0K
Value:$4.9M
46434V464
Shares:24.9K
Value:$4.8M
464287507
Shares:79.9K
Value:$4.7M
Alphabet Inc.
Shares:29.7K
Value:$4.6M
PROCTER & GAMBLE Co
Shares:26.3K
Value:$4.5M
67092P607
Shares:97.6K
Value:$3.7M
46436E569
Shares:86.0K
Value:$3.7M
464288257
Shares:30.9K
Value:$3.6M
Alphabet Inc.
Shares:19.5K
Value:$3.0M
ELI LILLY & Co
Shares:3.6K
Value:$3.0M
JPMORGAN CHASE & CO
Shares:12.0K
Value:$2.9M
Meta Platforms, Inc.
Shares:4.8K
Value:$2.7M
464288414
Shares:25.5K
Value:$2.7M
BERKSHIRE HATHAWAY INC
Shares:4.8K
Value:$2.6M