$266 Million is the total value of BSW Wealth Partners's 155 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 21.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Sell | ISHARES TRcore s&p500 etf | $57,792,000 | -12.2% | 171,970 | -19.1% | 21.69% | -1.6% |
| IEFA | Sell | ISHARES TRcore msci eafe | $21,570,000 | -3.2% | 357,835 | -8.2% | 8.10% | +8.5% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $18,735,000 | +2.3% | 55,944 | -5.8% | 7.03% | +14.6% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $11,917,000 | -6.3% | 64,307 | -10.0% | 4.47% | +5.0% |
| EFA | Sell | ISHARES TRmsci eafe etf | $11,541,000 | +1.3% | 181,314 | -3.2% | 4.33% | +13.4% |
| IEMG | Sell | ISHARES INCcore msci emkt | $9,873,000 | -2.2% | 186,985 | -11.8% | 3.71% | +9.6% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $9,259,000 | -0.6% | 226,392 | -5.7% | 3.48% | +11.3% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $9,251,000 | +0.4% | 61,758 | -4.1% | 3.47% | +12.4% |
| AAPL | Buy | APPLE INC | $8,507,000 | +65.6% | 73,457 | +421.6% | 3.19% | +85.5% |
| IAU | Sell | ISHARES GOLD TRUSTishares | $5,862,000 | -5.9% | 325,844 | -11.1% | 2.20% | +5.4% |
| NUSC | Sell | NUSHARES ETF TRnuveen esg smlcp | $4,610,000 | -7.6% | 155,472 | -14.4% | 1.73% | +3.5% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $4,467,000 | +8.4% | 101,304 | -1.7% | 1.68% | +21.4% |
| PG | Sell | PROCTER AND GAMBLE CO | $4,376,000 | +11.0% | 31,482 | -4.5% | 1.64% | +24.3% |
| VOO | Buy | VANGUARD INDEX FDS | $3,730,000 | +15.4% | 12,124 | +6.3% | 1.40% | +29.3% |
| CRBN | Sell | ISHARES TRmsci lw crb tg | $3,324,000 | -57.7% | 25,377 | -61.0% | 1.25% | -52.6% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $3,297,000 | -0.8% | 41,254 | -8.5% | 1.24% | +11.0% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,116,000 | -7.2% | 72,072 | -14.9% | 1.17% | +4.0% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $2,884,000 | +4.2% | 91,835 | -1.3% | 1.08% | +16.6% |
| ESGD | Sell | ISHARES TResg aw msci eafe | $2,559,000 | +2.8% | 40,318 | -1.9% | 0.96% | +15.1% |
| MSFT | Buy | MICROSOFT CORP | $2,341,000 | +5.3% | 11,130 | +1.8% | 0.88% | +18.0% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $2,320,000 | -24.8% | 15,087 | -28.7% | 0.87% | -15.7% |
| PEP | Buy | PEPSICO INC | $2,284,000 | +10.9% | 16,477 | +5.9% | 0.86% | +24.2% |
| KO | Sell | COCA COLA CO | $2,197,000 | +9.2% | 44,492 | -1.2% | 0.82% | +22.4% |
| AMZN | Buy | AMAZON COM INC | $1,968,000 | +19.5% | 625 | +4.7% | 0.74% | +33.9% |
| DIS | Sell | DISNEY WALT CO | $1,790,000 | +6.4% | 14,424 | -4.4% | 0.67% | +19.1% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,329,000 | +35.9% | 12,016 | +31.3% | 0.50% | +52.1% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $1,285,000 | +6.2% | 16,137 | -2.1% | 0.48% | +19.0% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $1,270,000 | +7.2% | 47,461 | -2.5% | 0.48% | +20.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,265,000 | +55.6% | 863 | +50.6% | 0.48% | +74.6% |
| LIN | LINDE PLC | $1,241,000 | +12.3% | 5,210 | 0.0% | 0.47% | +25.9% | |
| NVDA | Buy | NVIDIA CORPORATION | $1,161,000 | +66.8% | 2,145 | +17.1% | 0.44% | +87.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,140,000 | +3.8% | 11,844 | +1.5% | 0.43% | +16.3% |
| MRK | Buy | MERCK & CO INC | $905,000 | +9.0% | 10,906 | +1.6% | 0.34% | +22.3% |
| LLY | Sell | LILLY ELI & CO | $887,000 | -11.8% | 5,993 | -2.2% | 0.33% | -1.2% |
| PFE | Buy | PFIZER INC | $871,000 | +40.5% | 23,721 | +25.2% | 0.33% | +57.2% |
| FB | Buy | FACEBOOK INCcl a | $866,000 | +20.3% | 3,305 | +4.2% | 0.32% | +34.9% |
| DHR | Buy | DANAHER CORPORATION | $836,000 | +30.2% | 3,882 | +6.9% | 0.31% | +46.0% |
| VFC | Buy | V F CORP | $831,000 | +30.3% | 11,831 | +13.0% | 0.31% | +45.8% |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $808,000 | +1.8% | 15,829 | 0.0% | 0.30% | +13.9% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $804,000 | +16.5% | 3,775 | -2.3% | 0.30% | +30.7% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $791,000 | +1.4% | 4,485 | -5.7% | 0.30% | +13.8% |
| TRV | Buy | TRAVELERS COMPANIES INC | $750,000 | -4.3% | 6,931 | +0.9% | 0.28% | +6.8% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $739,000 | -24.2% | 503 | -27.1% | 0.28% | -15.3% |
| AMGN | Buy | AMGEN INC | $731,000 | +31.5% | 2,876 | +22.0% | 0.27% | +47.3% |
| GLD | Sell | SPDR GOLD TR | $724,000 | +5.7% | 4,085 | -0.2% | 0.27% | +18.3% |
| ABBV | Sell | ABBVIE INC | $688,000 | -13.2% | 7,857 | -2.7% | 0.26% | -3.0% |
| ABT | Sell | ABBOTT LABS | $679,000 | +8.3% | 6,236 | -9.0% | 0.26% | +21.4% |
| PDM | PIEDMONT OFFICE REALTY TR IN | $678,000 | -18.3% | 49,996 | 0.0% | 0.25% | -8.6% | |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $638,000 | +96.9% | 2,170 | +44.7% | 0.24% | +119.3% |
| PYPL | Buy | PAYPAL HLDGS INC | $617,000 | +16.2% | 3,134 | +3.0% | 0.23% | +30.3% |
| INTU | Sell | INTUIT | $615,000 | +7.0% | 1,884 | -3.0% | 0.23% | +19.7% |
| V | Sell | VISA INC | $614,000 | -2.4% | 3,068 | -5.7% | 0.23% | +9.0% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $602,000 | -1.0% | 7,464 | -8.1% | 0.23% | +10.8% |
| ACN | Buy | ACCENTURE PLC IRELAND | $602,000 | +26.5% | 2,662 | +20.0% | 0.23% | +42.1% |
| A | Buy | AGILENT TECHNOLOGIES INC | $576,000 | +32.4% | 5,710 | +16.0% | 0.22% | +47.9% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $568,000 | +11.8% | 1,679 | -2.3% | 0.21% | +25.3% |
| HD | Sell | HOME DEPOT INC | $565,000 | +4.2% | 2,035 | -6.0% | 0.21% | +16.5% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $559,000 | +61.6% | 6,900 | +13.1% | 0.21% | +81.0% |
| TSLA | Buy | TESLA INC | $558,000 | +159.5% | 1,300 | +553.3% | 0.21% | +190.3% |
| DELL | DELL TECHNOLOGIES INCcl c | $550,000 | +23.3% | 8,118 | 0.0% | 0.21% | +38.3% | |
| JD | Buy | JD COM INCspon adr cl a | $548,000 | +67.6% | 7,066 | +30.1% | 0.21% | +87.3% |
| MCD | Buy | MCDONALDS CORP | $550,000 | +31.6% | 2,505 | +10.6% | 0.21% | +47.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $546,000 | +75.6% | 3,670 | +65.8% | 0.20% | +97.1% |
| JAGG | Sell | J P MORGAN EXCHANGE TRADED Fus aggregate | $542,000 | -94.9% | 19,403 | -94.9% | 0.20% | -94.3% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $533,000 | +76.5% | 1,086 | +56.7% | 0.20% | +98.0% |
| INTC | Buy | INTEL CORP | $534,000 | +24.2% | 10,305 | +43.3% | 0.20% | +38.9% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $533,000 | -0.4% | 1,917 | -11.2% | 0.20% | +11.7% |
| CRM | Buy | SALESFORCE COM INC | $519,000 | +85.4% | 2,066 | +38.3% | 0.20% | +107.4% |
| VV | VANGUARD INDEX FDSlarge cap etf | $508,000 | +9.2% | 3,250 | 0.0% | 0.19% | +22.4% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $491,000 | +3.8% | 4,036 | +3.0% | 0.18% | +16.5% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $485,000 | -93.4% | 9,547 | -93.4% | 0.18% | -92.6% |
| HON | Buy | HONEYWELL INTL INC | $454,000 | +16.4% | 2,760 | +2.2% | 0.17% | +29.8% |
| AGG | ISHARES TRcore us aggbd et | $444,000 | -0.2% | 3,764 | 0.0% | 0.17% | +12.1% | |
| ITW | Buy | ILLINOIS TOOL WKS INC | $443,000 | +45.7% | 2,294 | +31.8% | 0.17% | +62.7% |
| ASML | Buy | ASML HOLDING N V | $437,000 | +12.9% | 1,183 | +12.3% | 0.16% | +26.2% |
| MDT | Buy | MEDTRONIC PLC | $434,000 | +51.2% | 4,176 | +33.2% | 0.16% | +69.8% |
| GWW | Buy | GRAINGER W W INC | $426,000 | +13.9% | 1,193 | +0.2% | 0.16% | +28.0% |
| EFG | Sell | ISHARES TReafe grwth etf | $422,000 | +7.1% | 4,694 | -1.0% | 0.16% | +19.7% |
| COST | Sell | COSTCO WHSL CORP NEW | $418,000 | +14.8% | 1,177 | -1.9% | 0.16% | +28.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $416,000 | +11.8% | 1,335 | +6.0% | 0.16% | +24.8% |
| C | Sell | CITIGROUP INC | $409,000 | -18.4% | 9,485 | -3.3% | 0.15% | -8.3% |
| QCOM | Sell | QUALCOMM INC | $405,000 | +21.6% | 3,438 | -5.7% | 0.15% | +35.7% |
| NKE | Sell | NIKE INCcl b | $399,000 | +13.7% | 3,178 | -11.2% | 0.15% | +27.1% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $400,000 | -34.1% | 7,141 | -33.8% | 0.15% | -26.1% |
| VRSK | Buy | VERISK ANALYTICS INC | $392,000 | +65.4% | 2,117 | +51.9% | 0.15% | +86.1% |
| UNP | Sell | UNION PAC CORP | $375,000 | +15.4% | 1,903 | -1.0% | 0.14% | +29.4% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $374,000 | -24.0% | 6,203 | -25.9% | 0.14% | -15.2% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $370,000 | +13.5% | 6,744 | +9.3% | 0.14% | +27.5% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $366,000 | +8.9% | 4,534 | -0.1% | 0.14% | +21.2% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $365,000 | +24.1% | 7,884 | +4.5% | 0.14% | +38.4% |
| ECL | Buy | ECOLAB INC | $361,000 | +16.1% | 1,805 | +15.4% | 0.14% | +29.8% |
| SBUX | Buy | STARBUCKS CORP | $349,000 | +17.1% | 4,057 | +0.2% | 0.13% | +31.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $345,000 | +11.3% | 5,797 | +3.2% | 0.13% | +24.0% |
| XOM | Sell | EXXON MOBIL CORP | $336,000 | -28.4% | 9,792 | -6.6% | 0.13% | -19.7% |
| CSCO | Sell | CISCO SYS INC | $332,000 | -18.2% | 8,420 | -3.2% | 0.12% | -8.1% |
| BAC | Buy | BK OF AMERICA CORP | $332,000 | +9.6% | 13,799 | +8.0% | 0.12% | +22.5% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $330,000 | +7.1% | 3,007 | +2.7% | 0.12% | +20.4% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $323,000 | +11.8% | 4,603 | +8.6% | 0.12% | +24.7% |
| WMT | Sell | WALMART INC | $309,000 | +17.0% | 2,206 | -0.0% | 0.12% | +31.8% |
| PM | Buy | PHILIP MORRIS INTL INC | $304,000 | +10.1% | 4,050 | +2.7% | 0.11% | +23.9% |
| LOW | Sell | LOWES COS INC | $303,000 | +3.8% | 1,827 | -15.5% | 0.11% | +16.3% |
| NEE | Buy | NEXTERA ENERGY INC | $296,000 | +17.0% | 1,068 | +1.3% | 0.11% | +30.6% |
| CL | Sell | COLGATE PALMOLIVE CO | $294,000 | -7.3% | 3,813 | -11.8% | 0.11% | +3.8% |
| PRU | New | PRUDENTIAL FINL INC | $287,000 | – | 4,522 | +100.0% | 0.11% | – |
| T | Buy | AT&T INC | $286,000 | +40.9% | 10,030 | +49.3% | 0.11% | +57.4% |
| ALL | Sell | ALLSTATE CORP | $283,000 | -3.7% | 3,005 | -0.9% | 0.11% | +7.1% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $282,000 | +17.5% | 4,916 | +4.6% | 0.11% | +32.5% |
| COLB | COLUMBIA BKG SYS INC | $277,000 | -15.8% | 11,611 | 0.0% | 0.10% | -5.5% | |
| AVGO | New | BROADCOM INC | $268,000 | – | 736 | +100.0% | 0.10% | – |
| PHYS | SPROTT PHYSICAL GOLD TRunit | $262,000 | +5.2% | 17,403 | 0.0% | 0.10% | +18.1% | |
| UN | Buy | UNILEVER N V | $259,000 | +26.3% | 4,295 | +11.9% | 0.10% | +40.6% |
| WPM | Buy | WHEATON PRECIOUS METALS CORP | $258,000 | +12.2% | 5,251 | +0.6% | 0.10% | +26.0% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $253,000 | -35.0% | 1,484 | -40.2% | 0.10% | -26.9% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sr | $252,000 | -92.6% | 5,054 | -92.6% | 0.10% | -91.6% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $251,000 | -4.2% | 4,520 | -9.2% | 0.09% | +6.8% |
| MKC | New | MCCORMICK & CO INC | $245,000 | – | 1,264 | +100.0% | 0.09% | – |
| CVX | Sell | CHEVRON CORP NEW | $239,000 | -48.3% | 3,321 | -35.9% | 0.09% | -41.9% |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $237,000 | – | 1,638 | +100.0% | 0.09% | – |
| MO | Sell | ALTRIA GROUP INC | $237,000 | -7.1% | 6,122 | -5.9% | 0.09% | +4.7% |
| ADSK | Sell | AUTODESK INC | $237,000 | -36.1% | 1,027 | -33.7% | 0.09% | -28.2% |
| ETSY | Sell | ETSY INC | $237,000 | +8.7% | 1,946 | -5.3% | 0.09% | +21.9% |
| TT | New | TRANE TECHNOLOGIES PLC | $229,000 | – | 1,885 | +100.0% | 0.09% | – |
| ORCL | Sell | ORACLE CORP | $229,000 | -24.2% | 3,830 | -29.9% | 0.09% | -14.9% |
| NVO | New | NOVO-NORDISK A Sadr | $229,000 | – | 3,298 | +100.0% | 0.09% | – |
| HASI | Sell | HANNON ARMSTRONG SUST INFR C | $226,000 | +7.1% | 5,352 | -27.7% | 0.08% | +19.7% |
| ADI | New | ANALOG DEVICES INC | $226,000 | – | 1,940 | +100.0% | 0.08% | – |
| SIVR | Sell | ABERDEEN STD SILVER ETF TR | $227,000 | +7.6% | 10,112 | -15.5% | 0.08% | +19.7% |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $226,000 | – | 513 | +100.0% | 0.08% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $225,000 | – | 932 | +100.0% | 0.08% | – |
| EMR | Sell | EMERSON ELEC CO | $213,000 | -0.5% | 3,254 | -5.8% | 0.08% | +11.1% |
| TFI | Sell | SPDR SER TRnuveen brc munic | $214,000 | -93.5% | 4,121 | -93.5% | 0.08% | -92.7% |
| PLD | Sell | PROLOGIS INC | $214,000 | -35.5% | 2,125 | -40.1% | 0.08% | -27.9% |
| TROW | PRICE T ROWE GROUP INC | $210,000 | +4.0% | 1,637 | 0.0% | 0.08% | +16.2% | |
| ABB | Sell | ABB LTDsponsored adr | $211,000 | -2.8% | 8,306 | -13.6% | 0.08% | +8.2% |
| SHW | Sell | SHERWIN WILLIAMS CO | $210,000 | -20.5% | 301 | -34.1% | 0.08% | -10.2% |
| CHGX | New | ETF SER SOLUTIONSchang fin us lrg | $208,000 | – | 8,150 | +100.0% | 0.08% | – |
| PPG | New | PPG INDS INC | $205,000 | – | 1,675 | +100.0% | 0.08% | – |
| SPGI | Sell | S&P GLOBAL INC | $204,000 | -20.6% | 567 | -27.2% | 0.08% | -10.5% |
| INFO | Sell | IHS MARKIT LTD | $203,000 | -11.4% | 2,587 | -14.5% | 0.08% | -1.3% |
| ES | New | EVERSOURCE ENERGY | $202,000 | – | 2,413 | +100.0% | 0.08% | – |
| BP | BP PLCsponsored adr | $199,000 | -25.2% | 11,423 | 0.0% | 0.08% | -15.7% | |
| MBT | New | MOBILE TELESYSTEMS PJSCsponsored adr | $200,000 | – | 22,875 | +100.0% | 0.08% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $200,000 | – | 2,476 | +100.0% | 0.08% | – |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $190,000 | -19.1% | 18,250 | 0.0% | 0.07% | -10.1% | |
| ASX | Buy | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $172,000 | +100.0% | 42,074 | +121.1% | 0.06% | +124.1% |
| CS | New | CREDIT SUISSE GROUPsponsored adr | $174,000 | – | 17,486 | +100.0% | 0.06% | – |
| GE | Sell | GENERAL ELECTRIC CO | $167,000 | -13.0% | 26,862 | -4.6% | 0.06% | -1.6% |
| EQNR | EQUINOR ASAsponsored adr | $157,000 | -3.1% | 11,186 | 0.0% | 0.06% | +9.3% | |
| MVIS | Sell | MICROVISION INC DEL | $146,000 | +7.4% | 75,000 | -25.0% | 0.06% | +19.6% |
| VER | New | VEREIT INC | $115,000 | – | 17,631 | +100.0% | 0.04% | – |
| TS | New | TENARIS S Asponsored ads | $99,000 | – | 10,084 | +100.0% | 0.04% | – |
| BCS | New | BARCLAYS PLCadr | $74,000 | – | 14,780 | +100.0% | 0.03% | – |
| BBD | New | BANCO BRADESCO S Asp adr pfd new | $71,000 | – | 20,738 | +100.0% | 0.03% | – |
| SAN | New | BANCO SANTANDER S.A.adr | $29,000 | – | 15,421 | +100.0% | 0.01% | – |
| LYG | New | LLOYDS BANKING GROUP PLCsponsored adr | $18,000 | – | 14,074 | +100.0% | 0.01% | – |
| UMC | Exit | UNITED MICROELECTRONICS CORPspon adr new | $0 | – | -11,807 | -100.0% | -0.01% | – |
| MFG | Exit | MIZUHO FINL GROUP INCsponsored adr | $0 | – | -13,176 | -100.0% | -0.01% | – |
| AEG | Exit | AEGON N V | $0 | – | -17,228 | -100.0% | -0.02% | – |
| NMR | Exit | NOMURA HLDGS INCsponsored adr | $0 | – | -20,385 | -100.0% | -0.03% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -1,153 | -100.0% | -0.09% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -4,643 | -100.0% | -0.10% | – |
| RDFN | Exit | REDFIN CORP | $0 | – | -13,597 | -100.0% | -0.19% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -29,689 | -100.0% | -1.07% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -28,102 | -100.0% | -1.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR CORE S&P500 ETF | 42 | Q3 2023 | 22.6% |
| ISHARES TR MSCI EAFE INDEX | 42 | Q3 2023 | 30.9% |
| SPDR S&P 500 ETF TR TR UNIT | 42 | Q3 2023 | 18.5% |
| ISHARES TR RUSSELL 2000 ETF | 42 | Q3 2023 | 7.4% |
| ISHARES TR MSCI ACWI INDX | 42 | Q3 2023 | 3.5% |
| COCA COLA CO COM | 42 | Q3 2023 | 1.0% |
| DISNEY WALT CO COM DISNEY | 42 | Q3 2023 | 0.9% |
| EXXON MOBIL CORP COM | 42 | Q3 2023 | 1.4% |
| PIEDMONT OFFICE REALTY TR IN COM CL A | 42 | Q3 2023 | 1.7% |
| PEPSICO INC COM | 42 | Q3 2023 | 0.9% |
View BSW Wealth Partners's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View BSW Wealth Partners's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.