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 7 of 16
Sony Group Corp
Shares:26.7K
Value:$676.9K
922908629
Shares:2.6K
Value:$673.7K
ServiceNow, Inc.
Shares:835
Value:$664.8K
ASML HOLDING NV
Shares:995
Value:$659.6K
921908844
Shares:3.4K
Value:$658.6K
Grupo Cibest S.A.
Shares:16.3K
Value:$656.5K
BALL Corp
Shares:12.4K
Value:$647.3K
RELIANCE, INC.
Shares:2.2K
Value:$643.0K
STRYKER CORP
Shares:1.7K
Value:$625.4K
MORGAN STANLEY
Shares:5.3K
Value:$619.0K
CME GROUP INC.
Shares:2.3K
Value:$618.9K
ALLSTATE CORP
Shares:3.0K
Value:$618.0K
464288661
Shares:5.1K
Value:$605.9K
SPDR S&P MIDCAP 400 ETF TRUST
Shares:1.1K
Value:$596.4K
LOWES COMPANIES INC
Shares:2.5K
Value:$589.0K
PROGRESSIVE CORP/OH/
Shares:2.1K
Value:$580.8K
AGILENT TECHNOLOGIES, INC.
Shares:4.9K
Value:$573.6K
464287804
Shares:5.5K
Value:$571.6K
HONEYWELL INTERNATIONAL INC
Shares:2.7K
Value:$571.3K
ADOBE INC.
Shares:1.5K
Value:$567.6K