Bsw-Wealth-Partners
AI_NATIVE detailed information: This accession holds the following tickers:[ "CIB", "STRL", null, "MU", null, "MPLX", "ACN", "ABT", null, "ABBV", "ADBE", "A", "BABA", null, "ALL", "GOOGL", "VDE", "AXP", "AIG", null, "BBDO", "ASML", "T", "BLK", "ASX", "CAT", "AVDE", "AVGO", "LOW", null, "AVEM", "SAN", "BSX", null, "LPL", null, "EBAY", "EQH", "PNR", "GILD", "GIS", "HON", "HD", "IBN", "MCD", "INTU", null, null, "UNP", null, "QCOM", "GGB", "ISRG", "HSBC", "EMXC", "HMC", "ITW", "AMAT", "BKNG", "ICE", "MUB", "META", "MVIS", "PDM", "IJH", "IQV", "LRCX", "LIN", "L", "MMC", "PWR", "MA", "MDT", "MSFT", "MDLZ", "CORZ", "MS", "TMUS", "EQIX", "GE", "GPC", "NVS", "OMC", null, "PCAR", "BX", "HSY", "FAST", "IJR", "EFG", "ANET", "KLAC", "IWD", "ORCL", "KHC", "OKE", "DASH", "PAYX", "VGIT", "EEM", "IWF", "PANW", "PEP", "PNC", "PGR", "IEMG", "IVV", null, null, "UNH", "AAPL", "SPY", null, "NVDA", "GS", "INTC", "PRU", "PFE", "LMT", "PG", "MRK", "VZ", "NMR", "AMGN", null, "IEFA", "SPGI", "RELX", "SCHX", null, "NOW", "SHW", "SHOP", "RS", "SPG", "RTX", "SPDW", "GLD", "SAP", "BP", "AMT", "SYK", "SMFG", "SNPS", "TEL", "VIV", "TMO", "TJX", "TFC", "TRV", "UBER", "UL", "VO", "MET", "VXF", "VV", "SCHW", "ACWV", "VWO", "SIVR", "CHT", null, null, null, "VIG", null, "LYG", "TEF", "SNY", "TSM", "VYM", "DD", "K", "TT", "VRSK", "ADSK", "HAL", null, "AFL", "AMD", "SONY", "VFC", "SDY", "FI", "NAGE", "DOV", "WAB", "FOX", "WCN", "KT", "NVO", "AMZN", "MSI", "SCHB", null, "TTWO", "HCA", "ESGD", "FNB", "HDB", "VGT", "USB", "ESGV", "VUG", "VEA", "VMI", "VBK", "MGV", "VTEB", "VBR", "VT", "VB", "VOO", "V", "WD", "WMT", "WFC", "WELL", "WIT", "WF", null, "UMC", "GRMN", "PTC", "SCHD", "CHKP", "SCHF", "SCHA", "JD", "NOK", "LUMN", "INFY", "JCI", "KDP", "OTIS", "CRM", "SYY", "LYV", "GEV", "MELI", "GWW", null, "ADP", "BALL", "BBVA", "BBD", "BK", "BRK-B", "BMY", "BNL", "BR", "CDNS", "CARR", "CBRE", "CVX", "LNG", "CIG", "CB", "CMG", "CHD", "CTAS", "CSCO", "C", "CME", "KO", "COLB", "CTSH", "CL", "CAG", "STZ", "CPRT", "COST", "CPNG", "DHR", "DELL", "DE", "DLR", "DOCN", "RSP", "EFA", "ADI", "MCO", "USMV", "IWB", "NEE", "QQQ", "IWM", "EPD", "MDY", "DIS", "ELV", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "MO", "XLK", "ITOT", "URI", "VTI", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified281 identified25 unidentified
Holdings
306 positions
Manager:
Search and click to pin securities to the top
Page 9 of 16
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
SYSCO CORP(SYYcusip871829107) | 6.3K | All Managers (Combined) | $473.0K | ||
3.4K | QoQ +0.11% (+4) | All Managers (Combined) | $465.1K | ||
PACCAR INC(PCARcusip693718108) | 4.8K | All Managers (Combined) | $464.5K | ||
6.5K | QoQ -3.37% (-227)YoY +5.00% (+310) | All Managers (Combined) | $461.1K | ||
11.1K | QoQ +0.33% (-37)YoY +1.00% (+110) | All Managers (Combined) | $456.1K | ||
1.8K | All Managers (Combined) | $453.7K | |||
3.2K | QoQ NEW(+3.2K) YoY NEW(+3.2K) | All Managers (Combined) | $451.2K | QoQ NEW(+$451.2K) YoY NEW(+$451.2K) | |
3.5K | All Managers (Combined) | $450.2K | |||
8.1K | QoQ NEW(+8.1K) | All Managers (Combined) | $449.9K | QoQ NEW(+$449.9K) | |
3.4K | All Managers (Combined) | $446.4K | |||
UNILEVER PLC(ULcusip904767704) | 7.5K | QoQ -6.24% (-498)YoY -0.45% (-34) | All Managers (Combined) | $445.0K | |
878 | All Managers (Combined) | $434.8K | |||
6.4K | All Managers (Combined) | $433.6K | |||
1.7K | QoQ -2.57% (-46)YoY -6.69% (-125) | All Managers (Combined) | $432.3K | ||
1.4K | All Managers (Combined) | $431.3K | |||
MCDONALDS CORP(MCDcusip580135101) | 1.4K | All Managers (Combined) | $430.1K | ||
Prologis, Inc.(PLDcusip74340W103) | 3.8K | All Managers (Combined) | $429.7K | ||
8.5K | All Managers (Combined) | $429.1K | |||
2.5K | QoQ -4.63% (-120)YoY NEW(+2.5K) | All Managers (Combined) | $428.0K | YoY NEW(+$428.0K) | |
3.8K | All Managers (Combined) | $427.1K |