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 5 of 16
SPDR GOLD TRUST
Shares:3.6K
Value:$1.0M
JOHNSON & JOHNSON
Shares:6.1K
Value:$1.0M
TJX COMPANIES INC /DE/
Shares:8.3K
Value:$1.0M
464287598
Shares:5.1K
Value:$968.6K
46641Q654
Shares:18.4K
Value:$933.9K
S&P Global Inc.
Shares:1.8K
Value:$931.1K
78463X889
Shares:25.4K
Value:$925.7K
ADVANCED MICRO DEVICES INC
Shares:9.0K
Value:$921.6K
Booking Holdings Inc.
Shares:194
Value:$894.2K
922908595
Shares:3.5K
Value:$882.5K
QUALCOMM INC/DE
Shares:5.6K
Value:$862.6K
VERIZON COMMUNICATIONS INC
Shares:19.0K
Value:$859.9K
BOSTON SCIENTIFIC CORP
Shares:8.5K
Value:$855.4K
922908637
Shares:3.3K
Value:$835.3K
Blackstone Inc.
Shares:6.0K
Value:$833.1K
ICICI BANK LTD
Shares:25.9K
Value:$815.9K
W.W. GRAINGER, INC.
Shares:823
Value:$813.1K
T-Mobile US, Inc.
Shares:3.0K
Value:$812.5K
Uber Technologies, Inc
Shares:11.0K
Value:$803.7K
LAM RESEARCH CORP
Shares:11.0K
Value:$801.2K