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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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:9.5K
Value:$1.6M
464287614
Shares:4.0K
Value:$1.5M
ORACLE CORP
Shares:10.3K
Value:$1.4M
Walt Disney Co
Shares:14.4K
Value:$1.4M
UNITEDHEALTH GROUP INC
Shares:2.7K
Value:$1.4M
UNION PACIFIC CORP
Shares:5.5K
Value:$1.3M
COSTCO WHOLESALE CORP /NEW
Shares:1.4K
Value:$1.3M
Accenture plc
Shares:4.1K
Value:$1.3M
Mastercard Inc
Shares:2.3K
Value:$1.2M
922908751
Shares:5.5K
Value:$1.2M
INTEL CORP
Shares:52.2K
Value:$1.2M
INTUIT INC.
Shares:1.9K
Value:$1.2M
NETFLIX INC
Shares:1.2K
Value:$1.2M
AUTOMATIC DATA PROCESSING INC
Shares:3.8K
Value:$1.1M
DOVER Corp
Shares:6.4K
Value:$1.1M
922908611
Shares:5.9K
Value:$1.1M
AMERICAN EXPRESS CO
Shares:4.0K
Value:$1.1M
AT&T INC.
Shares:37.5K
Value:$1.1M
Salesforce, Inc.
Shares:3.9K
Value:$1.0M
Walmart Inc.
Shares:11.9K
Value:$1.0M