BSW Wealth Partners Q2 2025 Filing

Filed July 18, 2025

Portfolio Value

$729.7B

Holdings

318

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (318 positions)

#StockSharesValue% PortfolioType
101
QCOMQUALCOMM INC
5,699$907.6M0.12%
102
AMATAPPLIED MATLS INC
4,865$890.6M0.12%
103
TSLATESLA INC
2,724$865.3M0.12%
104
WABWABTEC
4,126$863.8M0.12%
105
BACVERIZON COMMUNICATIONS INC
19,593$847.8M0.12%
106
JNJJOHNSON & JOHNSON
5,408$826.1M0.11%
107
4I1PHILIP MORRIS INTL INC
4,448$810.1M0.11%
108
ASMLASML HOLDING N V
1,008$807.7M0.11%
109
DWDMORGAN STANLEY
5,699$802.8M0.11%
110
GWWGRAINGER W W INC
710$738.7M0.10%
111
DEDEERE & CO
1,447$736.0M0.10%
112
WELLWELLTOWER INC
4,777$734.4M0.10%
113
UNHUNITEDHEALTH GROUP INC
2,334$728.3M0.10%
114
TMUST-MOBILE US INC
3,039$724.1M0.10%
115
HBC2HSBC HLDGS PLC
11,884$722.4M0.10%
116
SONYSONY GROUP CORP
27,361$712.2M0.10%
117
JMSTJ P MORGAN EXCHANGE TRADED F
13,846$705.1M0.10%
118
RSRELIANCE INC
2,226$698.8M0.10%
119
VOVANGUARD INDEX FDS
2,488$696.3M0.10%
120
VIGVANGUARD SPECIALIZED FUNDS
3,394$694.6M0.10%
121
SPDWSPDR INDEX SHS FDS
17,150$694.4M0.10%
122
AMGNAMGEN INC
2,454$685.1M0.09%
123
BALLBALL CORP
12,192$683.9M0.09%
124
TRVCCITIGROUP INC
7,932$675.2M0.09%
125
SYKSTRYKER CORPORATION
1,695$670.7M0.09%
126
CIB1NGRUPO CIBEST SA
14,509$670.2M0.09%
127
CMECME GROUP INC
2,421$667.4M0.09%
128
PWRQUANTA SVCS INC
1,733$655.2M0.09%
129
CVXCHEVRON CORP NEW
4,557$652.5M0.09%
130
BNLBROADSTONE NET LEASE INC
39,942$641.1M0.09%
131
MDYSPDR S&P MIDCAP 400 ETF TR
1,111$629.4M0.09%
132
HONHONEYWELL INTL INC
2,698$628.2M0.09%
133
NVONOVO-NORDISK A S
9,099$628.0M0.09%
134
AG8AGILENT TECHNOLOGIES INC
5,316$627.4M0.09%
135
EPDENTERPRISE PRODS PARTNERS L
20,169$625.4M0.09%
136
FISVFISERV INC
3,521$607.1M0.08%
137
PNCPNC FINL SVCS GROUP INC
3,209$598.3M0.08%
138
ALSALLSTATE CORP
2,970$597.8M0.08%
139
PHYS/USPROTT PHYSICAL GOLD TR
23,327$591.3M0.08%
140
ANETARISTA NETWORKS INC
5,653$578.4M0.08%
141
VUGVANGUARD INDEX FDS
1,313$575.7M0.08%
142
LOWLOWES COS INC
2,583$573.1M0.08%
143
CSCOCISCO SYS INC
8,196$568.6M0.08%
144
ADSKAUTODESK INC
1,827$565.6M0.08%
145
IEIISHARES TR
4,704$560.2M0.08%
146
MLB1MERCADOLIBRE INC
213$556.7M0.08%
147
PGRPROGRESSIVE CORP
2,078$554.6M0.08%
148
HDBHDFC BANK LTD
7,227$554.1M0.08%
149
MCOMOODYS CORP
1,094$548.8M0.08%
150
TELTE CONNECTIVITY PLC
3,210$541.5M0.07%
151
CBCHUBB LIMITED
1,864$540.0M0.07%
152
CARRCARRIER GLOBAL CORPORATION
7,347$537.7M0.07%
153
CITCINTAS CORP
2,337$520.9M0.07%
154
TMOTHERMO FISHER SCIENTIFIC INC
1,276$517.2M0.07%
155
ULUNILEVER PLC
8,428$515.5M0.07%
156
JCIJOHNSON CTLS INTL PLC
4,855$512.8M0.07%
157
AIGAMERICAN INTL GROUP INC
5,965$510.5M0.07%
158
ADBEADOBE INC
1,319$510.3M0.07%
159
NMRNOMURA HLDGS INC
77,363$509.0M0.07%
160
ASXASE TECHNOLOGY HLDG CO LTD
49,191$508.1M0.07%
161
IJRISHARES TR
4,592$501.9M0.07%
162
DASHDOORDASH INC
2,024$498.9M0.07%
163
MATTHEWS INTL FDS
17,954$496.1M0.07%
164
WITWIPRO LTD
164,147$495.7M0.07%
165
SCHWSCHWAB CHARLES CORP
5,425$495.0M0.07%
166
PANWPALO ALTO NETWORKS INC
2,389$488.9M0.07%
167
SYYSYSCO CORP
6,449$488.4M0.07%
168
ISRGINTUITIVE SURGICAL INC
881$478.7M0.07%
169
SNPSSYNOPSYS INC
933$478.3M0.07%
170
IWBISHARES TR
1,406$477.4M0.07%
171
BKBANK NEW YORK MELLON CORP
5,162$470.3M0.06%
172
SDYSPDR SER TR
3,432$465.8M0.06%
173
INFYINFOSYS LTD
25,136$465.8M0.06%
174
VXFVANGUARD INDEX FDS
2,410$464.4M0.06%
175
RELXRELX PLC
8,466$460.1M0.06%
176
COFCAPITAL ONE FINL CORP
2,155$458.6M0.06%
177
TFCTRUIST FINL CORP
10,630$457.0M0.06%
178
MVISMICROVISION INC DEL
400,000$456.0M0.06%
179
VYMVANGUARD WHITEHALL FDS
3,391$452.1M0.06%
180
RSPINVESCO EXCHANGE TRADED FD T
2,470$449.0M0.06%
181
CLCOLGATE PALMOLIVE CO
4,930$448.2M0.06%
182
CBRECBRE GROUP INC
3,185$446.3M0.06%
183
BBVABANCO BILBAO VIZCAYA ARGENTA
28,690$441.0M0.06%
184
WFWOORI FINL GROUP INC
8,844$439.8M0.06%
185
HCAHCA HEALTHCARE INC
1,138$436.0M0.06%
186
LMTLOCKHEED MARTIN CORP
939$434.9M0.06%
187
PCARPACCAR INC
4,543$431.9M0.06%
188
STRLSTERLING INFRASTRUCTURE INC
1,868$431.0M0.06%
189
DOCNDIGITALOCEAN HLDGS INC
14,856$424.3M0.06%
190
GILDGILEAD SCIENCES INC
3,824$424.0M0.06%
191
NVSNNOVARTIS AG
3,486$421.8M0.06%
192
AMTAMERICAN TOWER CORP NEW
1,880$415.5M0.06%
193
SAPSAP SE
1,356$412.4M0.06%
194
LYVLIVE NATION ENTERTAINMENT IN
2,665$403.2M0.06%
195
VRSKVERISK ANALYTICS INC
1,293$402.6M0.06%
196
HMCHONDA MOTOR LTD
13,958$402.4M0.06%
197
URIUNITED RENTALS INC
525$395.5M0.05%
198
RTXRTX CORPORATION
2,691$393.0M0.05%
199
PLDPROLOGIS INC.
3,720$391.1M0.05%
200
GEGE AEROSPACE
1,511$388.9M0.05%
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