BSW Wealth Partners Q1 2025 Filing

Filed April 24, 2025

Portfolio Value

$658.6M

Holdings

306

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (306 positions)

StockValue
EQIXEQUINIX INC
$369
SNPSSYNOPSYS INC
$368
AMTAMERICAN TOWER CORP NEW
$365
VDEVANGUARD WORLD FD
$361
BPBP PLC
$360
MSIMOTOROLA SOLUTIONS INC
$359
DDDUPONT DE NEMOURS INC
$357
DASHDOORDASH INC
$354
SCHESCHWAB STRATEGIC TR
$353
HMCHONDA MOTOR LTD
$351
CAGCONAGRA BRANDS INC
$350
ICEINTERCONTINENTAL EXCHANGE IN
$349
SCHXSCHWAB STRATEGIC TR
$346
SAPSAP SE
$342
IGIBISHARES TR
$341
URIUNITED RENTALS INC
$336
STZCONSTELLATION BRANDS INC
$333
PAYXPAYCHEX INC
$333
SPLVINVESCO EXCH TRADED FD TR II
$328
LYVLIVE NATION ENTERTAINMENT IN
$325
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$322
DHRDANAHER CORPORATION
$322
VRSKVERISK ANALYTICS INC
$320
KTKT CORP
$318
XLFSELECT SECTOR SPDR TR
$312
SIVRABRDN SILVER ETF TRUST
$312
KDPKEURIG DR PEPPER INC
$311
CMGCHIPOTLE MEXICAN GRILL INC
$308
PANWPALO ALTO NETWORKS INC
$306
HSYHERSHEY CO
$305
CHKPCHECK POINT SOFTWARE TECH LT
$305
SMFGSUMITOMO MITSUI FINL GROUP I
$303
USBUS BANCORP DEL
$302
MOALTRIA GROUP INC
$297
AFLAFLAC INC
$293
USMVISHARES TR
$287
MPLXMPLX LP
$287
OKEONEOK INC NEW
$287
CDNSCADENCE DESIGN SYSTEM INC
$285
AVXCAMERICAN CENTY ETF TR
$285
JDJD.COM INC
$279
WFWOORI FINL GROUP INC
$277
MRSHMARSH & MCLENNAN COS INC
$275
IQVIQVIA HLDGS INC
$271
FNBF N B CORP
$271
WCNWASTE CONNECTIONS INC
$267
ACWVISHARES INC
$267
PNRPENTAIR PLC
$264
SCHDSCHWAB STRATEGIC TR
$263
SCHASCHWAB STRATEGIC TR
$263
UMCUNITED MICROELECTRONICS CORP
$262
RSPTINVESCO EXCHANGE TRADED FD T
$259
PRUPRUDENTIAL FINL INC
$258
GPCGENUINE PARTS CO
$253
ZTSZOETIS INC
$253
KLACKLA CORP
$250
FOXFOX CORP
$249
ESGEISHARES INC
$246
GISGENERAL MLS INC
$245
LLOEWS CORP
$245
KELKELLANOVA
$244
HALHALLIBURTON CO
$244
MDTMEDTRONIC PLC
$243
TTTRANE TECHNOLOGIES PLC
$243
FLEXSHARES TR
$238
SPGSIMON PPTY GROUP INC NEW
$237
KHCKRAFT HEINZ CO
$235
ADIANALOG DEVICES INC
$235
MUMICRON TECHNOLOGY INC
$233
XCEMCOLUMBIA ETF TR II
$232
METMETLIFE INC
$232
VGTVANGUARD WORLD FD
$229
GEVGE VERNOVA INC
$228
SHOPSHOPIFY INC
$227
PTCPTC INC
$223
WFCWELLS FARGO CO NEW
$221
EMXCISHARES INC
$220
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$220
OMCOMNICOM GROUP INC
$220
FASTFASTENAL CO
$220
CPNGCOUPANG INC
$216
BABAALIBABA GROUP HLDG LTD
$216
COLBCOLUMBIA BKG SYS INC
$214
VIVTELEFONICA BRASIL SA
$214
BLKBLACKROCK INC
$214
VMIVALMONT INDS INC
$214
STRLSTERLING INFRASTRUCTURE INC
$211
CHDCHURCH & DWIGHT CO INC
$209
EQHEQUITABLE HLDGS INC
$209
LNGCHENIERE ENERGY INC
$208
FQIDIGITAL RLTY TR INC
$206
EFGISHARES TR
$203
CHTCHUNGHWA TELECOM CO LTD
$202
EBAEBAY INC.
$202
GGBGERDAU SA
$197
PDMPIEDMONT OFFICE REALTY TR IN
$178
CORZCORE SCIENTIFIC INC NEW
$169
SANBANCO SANTANDER S.A.
$169
VFCV F CORP
$162
LYGLLOYDS BANKING GROUP PLC
$148
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