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 6 of 16
CATERPILLAR INC
Shares:2.4K
Value:$799.6K
AMGEN INC
Shares:2.5K
Value:$782.5K
GOLDMAN SACHS GROUP INC
Shares:1.4K
Value:$780.8K
FISERV INC
Shares:3.5K
Value:$774.9K
CHEVRON CORP
Shares:4.6K
Value:$771.9K
Tesla, Inc.
Shares:2.9K
Value:$752.1K
PNC FINANCIAL SERVICES GROUP, INC.
Shares:4.2K
Value:$741.0K
81369Y803
Shares:3.6K
Value:$735.3K
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
Shares:4.0K
Value:$726.3K
THERMO FISHER SCIENTIFIC INC.
Shares:1.5K
Value:$724.8K
46435U663
Shares:18.7K
Value:$718.9K
WELLTOWER INC.
Shares:4.7K
Value:$714.1K
Philip Morris International Inc.
Shares:4.5K
Value:$707.1K
Lumen Technologies, Inc.
Shares:180.2K
Value:$706.3K
APPLIED MATERIALS INC /DE
Shares:4.9K
Value:$705.0K
ENTERPRISE PRODUCTS PARTNERS L.P.
Shares:20.6K
Value:$703.0K
NOVO NORDISK A S
Shares:10.1K
Value:$698.2K
HSBC HOLDINGS PLC
Shares:12.1K
Value:$697.3K
DEERE & CO
Shares:1.5K
Value:$694.3K
Broadstone Net Lease, Inc.
Shares:39.9K
Value:$680.6K