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 9 of 16
SYSCO CORP
Shares:6.3K
Value:$473.0K
78464A763
Shares:3.4K
Value:$465.1K
PACCAR INC
Shares:4.8K
Value:$464.5K
NEXTERA ENERGY INC
Shares:6.5K
Value:$461.1K
TRUIST FINANCIAL CORP
Shares:11.1K
Value:$456.1K
QUANTA SERVICES, INC.
Shares:1.8K
Value:$453.7K
TE Connectivity plc
Shares:3.2K
Value:$451.2K
921946406
Shares:3.5K
Value:$450.2K
Shares:8.1K
Value:$449.9K
RTX Corp
Shares:3.4K
Value:$446.4K
UNILEVER PLC
Shares:7.5K
Value:$445.0K
INTUITIVE SURGICAL INC
Shares:878
Value:$434.8K
Mondelez International, Inc.
Shares:6.4K
Value:$433.6K
ILLINOIS TOOL WORKS INC
Shares:1.7K
Value:$432.3K
464287622
Shares:1.4K
Value:$431.3K
MCDONALDS CORP
Shares:1.4K
Value:$430.1K
Prologis, Inc.
Shares:3.8K
Value:$429.7K
RELX PLC
Shares:8.5K
Value:$429.1K
46137V357
Shares:2.5K
Value:$428.0K
GILEAD SCIENCES, INC.
Shares:3.8K
Value:$427.1K