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 8 of 16
Chubb Ltd
Shares:1.9K
Value:$565.3K
Niagen Bioscience, Inc.
Shares:81.8K
Value:$564.7K
85207H104
Shares:23.3K
Value:$561.2K
CITIGROUP INC
Shares:7.9K
Value:$558.7K
GENERAL ELECTRIC CO
Shares:2.8K
Value:$552.4K
CISCO SYSTEMS, INC.
Shares:8.6K
Value:$533.7K
AMERICAN INTERNATIONAL GROUP, INC.
Shares:6.1K
Value:$532.5K
CARRIER GLOBAL Corp
Shares:8.1K
Value:$514.9K
DigitalOcean Holdings, Inc.
Shares:15.3K
Value:$509.4K
COLGATE PALMOLIVE CO
Shares:5.4K
Value:$509.1K
BRISTOL MYERS SQUIBB CO
Shares:8.3K
Value:$508.6K
MOODYS CORP /DE/
Shares:1.1K
Value:$504.4K
HDFC BANK LTD
Shares:7.5K
Value:$501.4K
46434V266
Shares:14.7K
Value:$496.1K
MICROVISION, INC.
Shares:400.0K
Value:$496.0K
922908736
Shares:1.3K
Value:$494.4K
WIPRO LTD
Shares:161.3K
Value:$493.5K
NOMURA HOLDINGS INC
Shares:79.4K
Value:$488.1K
922908652
Shares:2.8K
Value:$478.7K
CINTAS CORP
Shares:2.3K
Value:$474.4K