Boulder Wealth Advisors, LLC holdings history

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138 is the total number of securities Boulder Wealth Advisors, LLC has owned. The longest Boulder Wealth Advisors, LLC has owned a single stock is 1 quarters.

Boulder Wealth Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TRUST CORE S&P...1115.05%15.05%15.05%Q4 2022Q4 20221
SCHB SCHWAB STRATEGIC TR US...1112.28%12.28%12.28%Q4 2022Q4 20221
VYM VANGUARD HIGH DIV YLD ETF1111.06%11.06%11.06%Q4 2022Q4 20221
ESGU ISHARES TRUST ESG AWAR...1110.70%10.70%10.70%Q4 2022Q4 20221
SPYG SPDR SERIES TRUST PRTF...119.75%9.75%9.75%Q4 2022Q4 20221
LDUR PIMCO ETF TRUST ENHNCD...118.90%8.90%8.90%Q4 2022Q4 20221
NEAR ISHARES US ETF TRUST B...117.38%7.38%7.38%Q4 2022Q4 20221
SCHD SCHWAB STRATEGIC TR US...116.41%6.41%6.41%Q4 2022Q4 20221
ICSH ISHARES TRUST BLACKROC...115.07%5.07%5.07%Q4 2022Q4 20221
IWF ISHARES TRUST RUS 1000...114.45%4.45%4.45%Q4 2022Q4 20221
JPST JP MORGAN ETF TRUST UL...111.73%1.73%1.73%Q4 2022Q4 20221
IWB ISHARES TRUST RUS 1000...111.06%1.06%1.06%Q4 2022Q4 20221
BRKB BERKSHIRE HATHAWAY INC...111.01%1.01%1.01%Q4 2022Q4 20221
JMST JP MORGAN ETF TRUST UL...110.91%0.91%0.91%Q4 2022Q4 20221
AAPL APPLE INC COM110.68%0.68%0.68%Q4 2022Q4 20221
SHV ISHARES TRUST SHORT TR...110.60%0.60%0.60%Q4 2022Q4 20221
AVGO BROADCOM INC COM110.28%0.28%0.28%Q4 2022Q4 20221
MSFT MICROSOFT CORP COM110.21%0.21%0.21%Q4 2022Q4 20221
AOR ISHARES TRUST GRWT ALL...110.13%0.13%0.13%Q4 2022Q4 20221
VOO VANGUARD S&P 500 ETF SHS110.12%0.12%0.12%Q4 2022Q4 20221
GOOG ALPHABET INC COM CL C110.11%0.11%0.11%Q4 2022Q4 20221
ITOT ISHARES TRUST CORE S&P...110.11%0.11%0.11%Q4 2022Q4 20221
QQQ INVESCO QQQ TRUST UNIT...110.08%0.08%0.08%Q4 2022Q4 20221
ISRG INTUITIVE SURGICAL INC...110.08%0.08%0.08%Q4 2022Q4 20221
FV FIRST TR EXCHANGE TRAD...110.07%0.07%0.07%Q4 2022Q4 20221
AMZN AMAZON COM INC COM110.07%0.07%0.07%Q4 2022Q4 20221
GOOGL ALPHABET INC COM CL A110.07%0.07%0.07%Q4 2022Q4 20221
TSLA TESLA INC COM110.06%0.06%0.06%Q4 2022Q4 20221
VMW VMWARE INC COM CL A110.05%0.05%0.05%Q4 2022Q4 20221
ABT ABBOTT LABORATORIES COM110.05%0.05%0.05%Q4 2022Q4 20221
NORTH LAS VEGAS NEV GO...110.05%0.05%0.05%Q4 2022Q4 20221
AOA ISHARES TRUST AGGRES A...110.05%0.05%0.05%Q4 2022Q4 20221
NVDA NVIDIA CORP COM110.04%0.04%0.04%Q4 2022Q4 20221
VTI VANGUARD TOTAL STK MKT...110.04%0.04%0.04%Q4 2022Q4 20221
UNITED STATES TREASURY...110.04%0.04%0.04%Q4 2022Q4 20221
UNITED STATES TREASURY...110.04%0.04%0.04%Q4 2022Q4 20221
UNITED STATES TREASURY...110.04%0.04%0.04%Q4 2022Q4 20221
TD TORONTO-DOMINION BANK COM110.04%0.04%0.04%Q4 2022Q4 20221
VERSAILLES KY PUB PPTY...110.04%0.04%0.04%Q4 2022Q4 20221
BOWLING GREEN ST UNIV ...110.04%0.04%0.04%Q4 2022Q4 20221
JPM JP MORGAN CHASE & CO COM110.04%0.04%0.04%Q4 2022Q4 20221
AMGN AMGEN INC COM110.04%0.04%0.04%Q4 2022Q4 20221
UAL UNITED AIRLINES HOLDIN...110.04%0.04%0.04%Q4 2022Q4 20221
VUG VANGUARD GROWTH ETF110.04%0.04%0.04%Q4 2022Q4 20221
GS GOLDMAN SACHS GROUP IN...110.04%0.04%0.04%Q4 2022Q4 20221
WILLIAMSPORT PA SAN AU...110.04%0.04%0.04%Q4 2022Q4 20221
RIVER CITY INC KY PKG ...110.03%0.03%0.03%Q4 2022Q4 20221
MIAMI DADE CNTY FLA SC...110.03%0.03%0.03%Q4 2022Q4 20221
HILLSBOROUGH CNTY FLA ...110.03%0.03%0.03%Q4 2022Q4 20221
LEXINGTON CNTY S C HEA...110.03%0.03%0.03%Q4 2022Q4 20221
WESTMINSTER COLO ECONO...110.03%0.03%0.03%Q4 2022Q4 20221
TUCSON ARIZ REV REF OB...110.03%0.03%0.03%Q4 2022Q4 20221
KENTUCKY ECONOMIC DEV ...110.03%0.03%0.03%Q4 2022Q4 20221
MIAMI-DADE CNTY FLA PU...110.03%0.03%0.03%Q4 2022Q4 20221
ABBV ABBVIE INC COM110.03%0.03%0.03%Q4 2022Q4 20221
EL MONTE CALIF WTR AUT...110.02%0.02%0.02%Q4 2022Q4 20221
COLORADO HEALTH FACS A...110.02%0.02%0.02%Q4 2022Q4 20221
SCHV SCHWAB STRATEGIC TR US...110.02%0.02%0.02%Q4 2022Q4 20221
F FORD MOTOR CO COM110.02%0.02%0.02%Q4 2022Q4 20221
NEW YORK N Y TAX EXEMP...110.02%0.02%0.02%Q4 2022Q4 20221
DELL DELL TECHNOLOGIES INC ...110.02%0.02%0.02%Q4 2022Q4 20221
DIS WALT DISNEY COMPANY (T...110.02%0.02%0.02%Q4 2022Q4 20221
SOUTH BROWARD HOSP DIS...110.02%0.02%0.02%Q4 2022Q4 20221
JNJ JOHNSON & JOHNSON COM110.02%0.02%0.02%Q4 2022Q4 20221
BX BLACKSTONE INC COM110.02%0.02%0.02%Q4 2022Q4 20221
UNITED STATES TREASURY...110.02%0.02%0.02%Q4 2022Q4 20221
BA BOEING CO COM110.02%0.02%0.02%Q4 2022Q4 20221
MA MASTERCARD INCORPORATE...110.02%0.02%0.02%Q4 2022Q4 20221
SLYV SPDR SERIES TRUST S&P ...110.01%0.01%0.01%Q4 2022Q4 20221
SCHF SCHWAB STRATEGIC TR IN...110.01%0.01%0.01%Q4 2022Q4 20221
SCHY SCHWAB STRATEGIC TR IN...110.01%0.01%0.01%Q4 2022Q4 20221
ADBE ADOBE INC COM110.01%0.01%0.01%Q4 2022Q4 20221
CVS CVS HEALTH CORPORATION...110.01%0.01%0.01%Q4 2022Q4 20221
COLORADO WTR RES & PWR...110.01%0.01%0.01%Q4 2022Q4 20221
PRU PRUDENTIAL FINANCIAL I...110.01%0.01%0.01%Q4 2022Q4 20221
NEM NEWMONT CORPORATION COM110.01%0.01%0.01%Q4 2022Q4 20221
FISV FISERV INC COM110.01%0.01%0.01%Q4 2022Q4 20221
DE DEERE & CO COM110.01%0.01%0.01%Q4 2022Q4 20221
NULV NUVEEN ESG NUVEEN ESG ...110.01%0.01%0.01%Q4 2022Q4 20221
CRSP CRISPR THERAPEUTICS AG...110.01%0.01%0.01%Q4 2022Q4 20221
PPA INVESCO EXCHANGE TRADE...110.01%0.01%0.01%Q4 2022Q4 20221
BLDR BUILDERS FIRSTSOURCE I...110.01%0.01%0.01%Q4 2022Q4 20221
NULG NUVEEN ESG NUVEEN ESG ...110.01%0.01%0.01%Q4 2022Q4 20221
CRM SALESFORCE INC COM110.01%0.01%0.01%Q4 2022Q4 20221
SCHO SCHWAB STRATEGIC TR SH...110.01%0.01%0.01%Q4 2022Q4 20221
FANG DIAMONDBACK ENERGY INC...110.01%0.01%0.01%Q4 2022Q4 20221
XVV ISHARES TRUST ESG SCRE...110.01%0.01%0.01%Q4 2022Q4 20221
ESGV VANGUARD ESG US STK ETF110.01%0.01%0.01%Q4 2022Q4 20221
SCHZ SCHWAB STRATEGIC TR US...110.01%0.01%0.01%Q4 2022Q4 20221
COP CONOCOPHILLIPS COM110.01%0.01%0.01%Q4 2022Q4 20221
ORLY OREILLY AUTOMOTIVE INC...110.01%0.01%0.01%Q4 2022Q4 20221
UNH UNITEDHEALTH GROUP INC...110.01%0.01%0.01%Q4 2022Q4 20221
ULTA ULTA BEAUTY INC COM110.00%0.00%0.00%Q4 2022Q4 20221
TWLO TWILIO INC COM CL A110.00%0.00%0.00%Q4 2022Q4 20221
SUN SUNOCO LP COM UNIT REP...110.00%0.00%0.00%Q4 2022Q4 20221
SMCI SUPER MICRO COMPUTER I...110.00%0.00%0.00%Q4 2022Q4 20221
ATVI ACTIVISION BLIZZARD IN...110.00%0.00%0.00%Q4 2022Q4 20221
VSGX VANGUARD ESG INTL STK ETF110.00%0.00%0.00%Q4 2022Q4 20221
PFE PFIZER INC COM110.00%0.00%0.00%Q4 2022Q4 20221
JOBY AVIATION INC COM110.00%0.00%0.00%Q4 2022Q4 20221
PWR QUANTA SERVICES COM110.00%0.00%0.00%Q4 2022Q4 20221
RELL RICHARDSON ELECTRONICS...110.00%0.00%0.00%Q4 2022Q4 20221
EQNR EQUINOR ASA ADR110.00%0.00%0.00%Q4 2022Q4 20221
WRB BERKLEY (WR) CORP COM110.00%0.00%0.00%Q4 2022Q4 20221
ANTM ELEVANCE HEALTH INC COM110.00%0.00%0.00%Q4 2022Q4 20221
PLAB PHOTRONICS INC COM110.00%0.00%0.00%Q4 2022Q4 20221
MATTERPORT INC COM CL A110.00%0.00%0.00%Q4 2022Q4 20221
RIVIAN AUTOMOTIVE INC ...110.00%0.00%0.00%Q4 2022Q4 20221
CHPT CHARGEPOINT HOLDINGS I...110.00%0.00%0.00%Q4 2022Q4 20221
TGT TARGET CORP COM110.00%0.00%0.00%Q4 2022Q4 20221
DRAFTKINGS INC COM CL A110.00%0.00%0.00%Q4 2022Q4 20221
AMD ADVANCED MICRO DEVICES...110.00%0.00%0.00%Q4 2022Q4 20221
PENN PENN ENTERTAINMENT INC...110.00%0.00%0.00%Q4 2022Q4 20221
NUSC NUVEEN ESG NUVEEN ESG ...110.00%0.00%0.00%Q4 2022Q4 20221
LVS LAS VEGAS SANDS CORP COM110.00%0.00%0.00%Q4 2022Q4 20221
TGTX TG THERAPEUTICS INC COM110.00%0.00%0.00%Q4 2022Q4 20221
BUZZ VANECK ETF TRUST VANEC...110.00%0.00%0.00%Q4 2022Q4 20221
COIN COINBASE GLOBAL INC CO...110.00%0.00%0.00%Q4 2022Q4 20221
XLI SELECT SECTOR SPDR TRU...110.00%0.00%0.00%Q4 2022Q4 20221
XLF SELECT SECTOR SPDR TRU...110.00%0.00%0.00%Q4 2022Q4 20221
SEA CONTAINERS LTD ESCROW110.00%0.00%0.00%Q4 2022Q4 20221
LITE LUMENTUM HLDGS INC COM110.00%0.00%0.00%Q4 2022Q4 20221
PEP PEPSICO INC COM110.00%0.00%0.00%Q4 2022Q4 20221
LEHMAN BROTHERS HOLDIN...110.00%0.00%0.00%Q4 2022Q4 20221
PTON PELOTON INTERACTIVE IN...110.00%0.00%0.00%Q4 2022Q4 20221
OPK OPKO HEALTH INC COM110.00%0.00%0.00%Q4 2022Q4 20221
WKHS WORKHORSE GROUP INC COM110.00%0.00%0.00%Q4 2022Q4 20221
LI-CYCLE HOLDINGS CORP...110.00%0.00%0.00%Q4 2022Q4 20221
MTSI MACOM TECH SOLUTIONS H...110.00%0.00%0.00%Q4 2022Q4 20221
HUMBL INC COM110.00%0.00%0.00%Q4 2022Q4 20221
VIAV VIAVI SOLUTIONS INC COM110.00%0.00%0.00%Q4 2022Q4 20221
NRG NRG ENERGY INC COM110.00%0.00%0.00%Q4 2022Q4 20221
FED HOME LOAN MTG CORP...110.00%0.00%0.00%Q4 2022Q4 20221
CLSK CLEANSPARK INC COM110.00%0.00%0.00%Q4 2022Q4 20221
TREVENA INC COM110.00%0.00%0.00%Q4 2022Q4 20221
KO COCA-COLA CO COM110.00%0.00%0.00%Q4 2022Q4 20221
SNAP SNAP INC COM CL A110.00%0.00%0.00%Q4 2022Q4 20221
SBUX STARBUCKS CORP COM110.00%0.00%0.00%Q4 2022Q4 20221
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The securities at the top of the list , including ISHARES TRUST CORE S&P500 ETF, SCHWAB STRATEGIC TR US BRD MKT ETF, and VANGUARD HIGH DIV YLD ETF, are the highest-conviction holdings of Boulder Wealth Advisors, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Boulder Wealth Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Boulder Wealth Advisors, LLC owns currently or has owned in the past.