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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | QCOMQUALCOMM INC | 5,699 | $907.6M | 0.12% | |
| 102 | AMATAPPLIED MATLS INC | 4,865 | $890.6M | 0.12% | |
| 103 | TSLATESLA INC | 2,724 | $865.3M | 0.12% | |
| 104 | WABWABTEC | 4,126 | $863.8M | 0.12% | |
| 105 | BACVERIZON COMMUNICATIONS INC | 19,593 | $847.8M | 0.12% | |
| 106 | JNJJOHNSON & JOHNSON | 5,408 | $826.1M | 0.11% | |
| 107 | 4I1PHILIP MORRIS INTL INC | 4,448 | $810.1M | 0.11% | |
| 108 | ASMLASML HOLDING N V | 1,008 | $807.7M | 0.11% | |
| 109 | DWDMORGAN STANLEY | 5,699 | $802.8M | 0.11% | |
| 110 | GWWGRAINGER W W INC | 710 | $738.7M | 0.10% | |
| 111 | DEDEERE & CO | 1,447 | $736.0M | 0.10% | |
| 112 | WELLWELLTOWER INC | 4,777 | $734.4M | 0.10% | |
| 113 | UNHUNITEDHEALTH GROUP INC | 2,334 | $728.3M | 0.10% | |
| 114 | TMUST-MOBILE US INC | 3,039 | $724.1M | 0.10% | |
| 115 | HBC2HSBC HLDGS PLC | 11,884 | $722.4M | 0.10% | |
| 116 | SONYSONY GROUP CORP | 27,361 | $712.2M | 0.10% | |
| 117 | JMSTJ P MORGAN EXCHANGE TRADED F | 13,846 | $705.1M | 0.10% | |
| 118 | RSRELIANCE INC | 2,226 | $698.8M | 0.10% | |
| 119 | VOVANGUARD INDEX FDS | 2,488 | $696.3M | 0.10% | |
| 120 | VIGVANGUARD SPECIALIZED FUNDS | 3,394 | $694.6M | 0.10% | |
| 121 | SPDWSPDR INDEX SHS FDS | 17,150 | $694.4M | 0.10% | |
| 122 | AMGNAMGEN INC | 2,454 | $685.1M | 0.09% | |
| 123 | BALLBALL CORP | 12,192 | $683.9M | 0.09% | |
| 124 | TRVCCITIGROUP INC | 7,932 | $675.2M | 0.09% | |
| 125 | SYKSTRYKER CORPORATION | 1,695 | $670.7M | 0.09% | |
| 126 | CIB1NGRUPO CIBEST SA | 14,509 | $670.2M | 0.09% | |
| 127 | CMECME GROUP INC | 2,421 | $667.4M | 0.09% | |
| 128 | PWRQUANTA SVCS INC | 1,733 | $655.2M | 0.09% | |
| 129 | CVXCHEVRON CORP NEW | 4,557 | $652.5M | 0.09% | |
| 130 | BNLBROADSTONE NET LEASE INC | 39,942 | $641.1M | 0.09% | |
| 131 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,111 | $629.4M | 0.09% | |
| 132 | HONHONEYWELL INTL INC | 2,698 | $628.2M | 0.09% | |
| 133 | NVONOVO-NORDISK A S | 9,099 | $628.0M | 0.09% | |
| 134 | AG8AGILENT TECHNOLOGIES INC | 5,316 | $627.4M | 0.09% | |
| 135 | EPDENTERPRISE PRODS PARTNERS L | 20,169 | $625.4M | 0.09% | |
| 136 | FISVFISERV INC | 3,521 | $607.1M | 0.08% | |
| 137 | PNCPNC FINL SVCS GROUP INC | 3,209 | $598.3M | 0.08% | |
| 138 | ALSALLSTATE CORP | 2,970 | $597.8M | 0.08% | |
| 139 | PHYS/USPROTT PHYSICAL GOLD TR | 23,327 | $591.3M | 0.08% | |
| 140 | ANETARISTA NETWORKS INC | 5,653 | $578.4M | 0.08% | |
| 141 | VUGVANGUARD INDEX FDS | 1,313 | $575.7M | 0.08% | |
| 142 | LOWLOWES COS INC | 2,583 | $573.1M | 0.08% | |
| 143 | CSCOCISCO SYS INC | 8,196 | $568.6M | 0.08% | |
| 144 | ADSKAUTODESK INC | 1,827 | $565.6M | 0.08% | |
| 145 | IEIISHARES TR | 4,704 | $560.2M | 0.08% | |
| 146 | MLB1MERCADOLIBRE INC | 213 | $556.7M | 0.08% | |
| 147 | PGRPROGRESSIVE CORP | 2,078 | $554.6M | 0.08% | |
| 148 | HDBHDFC BANK LTD | 7,227 | $554.1M | 0.08% | |
| 149 | MCOMOODYS CORP | 1,094 | $548.8M | 0.08% | |
| 150 | TELTE CONNECTIVITY PLC | 3,210 | $541.5M | 0.07% | |
| 151 | CBCHUBB LIMITED | 1,864 | $540.0M | 0.07% | |
| 152 | CARRCARRIER GLOBAL CORPORATION | 7,347 | $537.7M | 0.07% | |
| 153 | CITCINTAS CORP | 2,337 | $520.9M | 0.07% | |
| 154 | TMOTHERMO FISHER SCIENTIFIC INC | 1,276 | $517.2M | 0.07% | |
| 155 | ULUNILEVER PLC | 8,428 | $515.5M | 0.07% | |
| 156 | JCIJOHNSON CTLS INTL PLC | 4,855 | $512.8M | 0.07% | |
| 157 | AIGAMERICAN INTL GROUP INC | 5,965 | $510.5M | 0.07% | |
| 158 | ADBEADOBE INC | 1,319 | $510.3M | 0.07% | |
| 159 | NMRNOMURA HLDGS INC | 77,363 | $509.0M | 0.07% | |
| 160 | ASXASE TECHNOLOGY HLDG CO LTD | 49,191 | $508.1M | 0.07% | |
| 161 | IJRISHARES TR | 4,592 | $501.9M | 0.07% | |
| 162 | DASHDOORDASH INC | 2,024 | $498.9M | 0.07% | |
| 163 | —MATTHEWS INTL FDS | 17,954 | $496.1M | 0.07% | |
| 164 | WITWIPRO LTD | 164,147 | $495.7M | 0.07% | |
| 165 | SCHWSCHWAB CHARLES CORP | 5,425 | $495.0M | 0.07% | |
| 166 | PANWPALO ALTO NETWORKS INC | 2,389 | $488.9M | 0.07% | |
| 167 | SYYSYSCO CORP | 6,449 | $488.4M | 0.07% | |
| 168 | ISRGINTUITIVE SURGICAL INC | 881 | $478.7M | 0.07% | |
| 169 | SNPSSYNOPSYS INC | 933 | $478.3M | 0.07% | |
| 170 | IWBISHARES TR | 1,406 | $477.4M | 0.07% | |
| 171 | BKBANK NEW YORK MELLON CORP | 5,162 | $470.3M | 0.06% | |
| 172 | SDYSPDR SER TR | 3,432 | $465.8M | 0.06% | |
| 173 | INFYINFOSYS LTD | 25,136 | $465.8M | 0.06% | |
| 174 | VXFVANGUARD INDEX FDS | 2,410 | $464.4M | 0.06% | |
| 175 | RELXRELX PLC | 8,466 | $460.1M | 0.06% | |
| 176 | COFCAPITAL ONE FINL CORP | 2,155 | $458.6M | 0.06% | |
| 177 | TFCTRUIST FINL CORP | 10,630 | $457.0M | 0.06% | |
| 178 | MVISMICROVISION INC DEL | 400,000 | $456.0M | 0.06% | |
| 179 | VYMVANGUARD WHITEHALL FDS | 3,391 | $452.1M | 0.06% | |
| 180 | RSPINVESCO EXCHANGE TRADED FD T | 2,470 | $449.0M | 0.06% | |
| 181 | CLCOLGATE PALMOLIVE CO | 4,930 | $448.2M | 0.06% | |
| 182 | CBRECBRE GROUP INC | 3,185 | $446.3M | 0.06% | |
| 183 | BBVABANCO BILBAO VIZCAYA ARGENTA | 28,690 | $441.0M | 0.06% | |
| 184 | WFWOORI FINL GROUP INC | 8,844 | $439.8M | 0.06% | |
| 185 | HCAHCA HEALTHCARE INC | 1,138 | $436.0M | 0.06% | |
| 186 | LMTLOCKHEED MARTIN CORP | 939 | $434.9M | 0.06% | |
| 187 | PCARPACCAR INC | 4,543 | $431.9M | 0.06% | |
| 188 | STRLSTERLING INFRASTRUCTURE INC | 1,868 | $431.0M | 0.06% | |
| 189 | DOCNDIGITALOCEAN HLDGS INC | 14,856 | $424.3M | 0.06% | |
| 190 | GILDGILEAD SCIENCES INC | 3,824 | $424.0M | 0.06% | |
| 191 | NVSNNOVARTIS AG | 3,486 | $421.8M | 0.06% | |
| 192 | AMTAMERICAN TOWER CORP NEW | 1,880 | $415.5M | 0.06% | |
| 193 | SAPSAP SE | 1,356 | $412.4M | 0.06% | |
| 194 | LYVLIVE NATION ENTERTAINMENT IN | 2,665 | $403.2M | 0.06% | |
| 195 | VRSKVERISK ANALYTICS INC | 1,293 | $402.6M | 0.06% | |
| 196 | HMCHONDA MOTOR LTD | 13,958 | $402.4M | 0.06% | |
| 197 | URIUNITED RENTALS INC | 525 | $395.5M | 0.05% | |
| 198 | RTXRTX CORPORATION | 2,691 | $393.0M | 0.05% | |
| 199 | PLDPROLOGIS INC. | 3,720 | $391.1M | 0.05% | |
| 200 | GEGE AEROSPACE | 1,511 | $388.9M | 0.05% |