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 3 of 16
LINDE PLC
Shares:5.4K
Value:$2.5M
Broadcom Inc.
Shares:14.7K
Value:$2.5M
Walker & Dunlop, Inc.
Shares:28.1K
Value:$2.4M
922042858
Shares:52.9K
Value:$2.4M
PEPSICO INC
Shares:15.2K
Value:$2.3M
808524805
Shares:114.9K
Value:$2.3M
VISA INC.
Shares:6.4K
Value:$2.2M
AbbVie Inc.
Shares:10.0K
Value:$2.1M
464287234
Shares:47.5K
Value:$2.1M
COCA COLA CO
Shares:28.6K
Value:$2.1M
922042742
Shares:15.5K
Value:$1.8M
PFIZER INC
Shares:70.2K
Value:$1.8M
HOME DEPOT, INC.
Shares:4.7K
Value:$1.7M
TRAVELERS COMPANIES, INC.
Shares:6.5K
Value:$1.7M
INVESCO QQQ TRUST, SERIES 1
Shares:3.7K
Value:$1.7M
Merck & Co., Inc.
Shares:18.8K
Value:$1.7M
ABBOTT LABORATORIES
Shares:12.6K
Value:$1.7M
808524102
Shares:77.1K
Value:$1.7M
Dell Technologies Inc.
Shares:17.5K
Value:$1.6M
EXXON MOBIL CORP
Shares:13.2K
Value:$1.6M