BSW Wealth Partners

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 16, 2024
Value $
$609M
Signature - Title
Nicole Murphey - Chief Compliance Officer
Location
2300 Broadway Street, Boulder, CO
Holdings Value

List of Other Managers Reporting for BSW Wealth Partners:

Name Holdings Value Location File Number
TRILLIUM ASSET MANAGEMENT, LLC $3.96B Boston, MA 028-03125
NIA IMPACT ADVISORS, LLC $278M Berkeley, CA 028-20459
Green Alpha Advisors, LLC $127M Niwot, CO 028-21303
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 296 $609M +$52M -$35.6M +$16.3M IVV, VTEB, AVDE, AVUS, SPY 13F-HR 7/16/2024, 04:09 PM
Q1 2024 302 $590M +$110M -$48.3M +$62M IVV, VTEB, AVDE, SPY, VGIT 13F-HR 4/23/2024, 12:14 PM
Q4 2023 274 $504M +$22.6M -$12.6M +$10.1M IVV, VTEB, MGV, IEFA, SPY 13F-HR 1/25/2024, 01:59 PM
Q3 2023 247 $450M +$14.8M -$24.5M -$9.76M IVV, VTEB, MGV, IEFA, SPY 13F-HR 10/27/2023, 12:18 PM
Q2 2023 280 $479M +$14.5M -$47.5M -$33M IVV, VTEB, MGV, IEFA, SPY 13F-HR 8/11/2023, 11:36 AM
Q1 2023 317 $488M +$32M -$36.3M -$4.29M IVV, VTEB, MGV, IEFA, SPY 13F-HR 5/15/2023, 04:44 PM
Q4 2022 308 $466M +$99M -$67.8M +$31.2M IVV, MGV, VTEB, IEFA, SPY 13F-HR 2/13/2023, 06:41 PM
Q3 2022 267 $407M +$33.8M -$15.6M +$18.2M IVV, VTEB, VGIT, SPY, IEFA 13F-HR 11/14/2022, 04:31 PM
Q2 2022 278 $417M +$108M -$22.8M +$84.7M IVV, VTEB, VGIT, SPY, IEFA 13F-HR 8/15/2022, 03:47 PM
Q1 2022 293 $396M +$32.6M -$11.1M +$21.5M IVV, IEFA, SPY, AAPL, IJH 13F-HR 5/16/2022, 03:16 PM
Q4 2021 260 $398M +$28.4M -$13.2M +$15.2M IVV, IEFA, SPY, AAPL, IJH 13F-HR 2/14/2022, 02:20 PM
Q3 2021 247 $358M +$19.4M -$21.3M -$1.87M IVV, SPY, IEFA, IJH, AAPL 13F-HR 11/15/2021, 04:19 PM
Q2 2021 240 $364M +$27.6M -$31.3M -$3.76M IVV, SPY, IEFA, AAPL, IJH 13F-HR 8/16/2021, 03:39 PM
Q1 2021 214 $346M +$30.2M -$25.9M +$4.22M IVV, IEFA, SPY, AAPL, IJH 13F-HR 5/17/2021, 03:00 PM
Q4 2020 183 $325M +$25.1M -$3.97M +$21.1M IVV, IEFA, SPY, AAPL, IJH 13F-HR 2/16/2021, 02:05 PM
Q3 2020 155 $266M +$15.2M -$63.1M -$47.9M IVV, IEFA, SPY, IJH, EFA 13F-HR 11/13/2020, 01:29 PM
Q2 2020 143 $298M +$24.9M -$7.45M +$17.5M IVV, IEFA, SPY, IJH, EFA 13F-HR 8/13/2020, 02:59 PM
Q1 2020 111 $241M +$23.5M -$22.1M +$1.44M IVV, IEFA, SPY, IJH, EFA 13F-HR 5/14/2020, 02:16 PM
Q4 2019 129 $294M +$23.6M -$6.95M +$16.6M IVV, IEFA, SPY, EFA, VEA 13F-HR 2/14/2020, 05:58 PM
Q3 2019 141 $260M +$19M -$23.9M -$4.94M IVV, IEFA, SPY, EFA, VEA 13F-HR 11/12/2019, 03:45 PM
Q2 2019 142 $264M +$12M -$6.29M +$5.75M IVV, IEFA, SPY, EFA, VEA 13F-HR 8/13/2019, 12:52 PM
Q1 2019 99 $253M +$27.7M -$65.6M -$37.9M IVV, IEFA, SPY, EFA, VEA 13F-HR 5/14/2019, 11:48 AM
Q4 2018 96 $265M +$68.3M -$45.3M +$23M IVV, IEFA, EFA, VEA, SPY 13F-HR 2/13/2019, 12:41 PM
Q3 2018 139 $242M +$31.1M -$4.6M +$26.5M IEFA, IVV, EFA, SPY, IEMG 13F-HR 11/9/2018, 01:05 PM
Q2 2018 95 $231M +$17.7M -$7.71M +$10M IEFA, IVV, EFA, SPY, IEMG 13F-HR 8/7/2018, 05:29 PM
Q1 2018 87 $223M +$4.55M -$19.2M -$14.7M IEFA, IVV, EFA, SPY, SCHZ 13F-HR 5/10/2018, 04:44 PM
Q4 2017 91 $240M +$8.34M -$6.38M +$1.96M IVV, IEFA, EFA, SPY, SCHZ 13F-HR 2/8/2018, 03:14 PM
Q3 2017 88 $229M +$7.72M -$6.9M +$827K IVV, IEFA, EFA, SPY, SCHZ 13F-HR 11/3/2017, 04:42 PM
Q2 2017 85 $220M +$14.2M -$2.3M +$11.9M IVV, IEFA, EFA, SPY, SCHZ 13F-HR 8/8/2017, 12:18 PM
Q1 2017 70 $202M +$9.96M -$10.4M -$484K IVV, IEFA, EFA, SPY, SCHZ 13F-HR 5/17/2017, 03:56 PM
Q4 2016 73 $191M +$36.4M -$5.7K +$36.4M IVV, IEFA, EFA, SPY, SCHZ 13F-HR 2/13/2017, 04:41 PM
Q3 2016 69 $85.9K $0 $0 GE, SYLD, PFE, HPT, BP 13F-HR 11/10/2016, 01:38 PM
Q2 2016 68 $182M +$7.88M -$5.08M +$2.8M EFA, IVV, SPY, EEM, IWM 13F-HR 8/11/2016, 02:16 PM
Q1 2016 63 $178M +$25.7M -$48.8M -$23.1M EFA, IVV, SPY, IWM, IJH 13F-HR 5/12/2016, 05:15 PM
Q4 2015 63 $200M +$37.5M -$10.9M +$26.6M IVV, EFA, SPY, IWM, IJH 13F-HR 2/11/2016, 05:36 PM
Q3 2015 61 $167M +$29.5M -$7.94M +$21.6M IVV, EFA, SPY, DBEF, IJH 13F-HR 11/9/2015, 12:58 PM
Q2 2015 59 $157M +$4.5M -$3.26M +$1.24M IVV, EFA, SPY, IJH, IWM 13F-HR 8/14/2015, 03:23 PM
Q1 2015 52 $157M +$47.2M -$17M +$30.3M EFA, IVV, SPY, IJH, IWM 13F-HR 5/14/2015, 01:59 PM
Q4 2014 55 $124M +$14.6M -$17.9M -$3.29M EFA, SPY, IVV, SCHF, SCHZ 13F-HR 2/13/2015, 10:45 AM
Q3 2014 53 $128M +$7.99M -$1.98M +$6.01M EFA, SPY, VGK, IVV, XLE 13F-HR 11/12/2014, 01:30 PM
Q2 2014 50 $127M +$1.51M -$2.08M -$576K EFA, SPY, VGK, XLE, IVV 13F-HR 8/12/2014, 12:06 PM
Q1 2014 51 $124M +$10.4M -$13.6M -$3.2M EFA, SPY, VGK, XLE, IVV 13F-HR 5/13/2014, 11:49 AM
Q4 2013 50 $125M $0 $0 EFA, SPY, IJH, XLE, VGK 13F-HR 2/20/2014, 04:33 PM