BW
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Boulder Wealth Advisors, LLC13F | |
Boulder Wealth Advisors, LLC | |
Last update 2025-04-29 | 26 Stocks (1 new) |
Value $172.00 Mil | Turnover 7 % |
Boulder Wealth Advisors, LLC Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHB | Schwab U.S. Broad Market ETF | 1,560,616 | 33,600.1 | +2.32% | 19.560 | +0.44% | 0.110 | +19.96% | +7.54% | 34,998.6 | ||
IVV | iShares Core S&P 500 ETF | 47,794 | 26,855.6 | +1.88% | 15.630 | +0.29% | 0.000 | +19.64% | +7.92% | 636,213.6 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 134,051 | 22,908.0 | +2.16% | 13.330 | +0.28% | 0.050 | +14.36% | +4.12% | 53,034.2 | ||
IWF | iShares Russell 1000 Growth ETF | 60,603 | 21,883.3 | -0.67% | 12.740 | -0.09% | 0.020 | +26.96% | +8.01% | 113,025.8 | ||
PRF | Invesco RAFI US 1000 ETF | 534,386 | 21,594.5 | +13.90% | 12.570 | +1.53% | 0.280 | +13.81% | +7.43% | 7,906.2 | ||
ICSH |
iShares Ultra Short Duration Bond Active ETF
iShares Ultra Short Duration Bond Active ETF
| 210,213 | 10,657.8 | +58.07% | 6.200 | +2.28% | 0.170 | +1.34% | +2.77% | 5,963.7 | ||
JCPB | JPMorgan Core Plus Bond ETF | 191,512 | 9,008.7 | +3.69% | 5.240 | +0.19% | 0.140 | +2.65% | +4.15% | 7,040.0 | ||
JMST |
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
| 163,246 | 8,301.1 | +47.21% | 4.830 | +1.55% | 0.230 | +1.35% | +1.95% | 4,168.6 | ||
ESGU | iShares MSCI USA ESG Optimized ETF | 32,056 | 3,907.9 | -81.74% | 2.270 | -9.53% | 0.030 | +19.92% | +7.08% | 13,930.0 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 41,549 | 3,339.3 | +3.03% | 1.940 | +0.06% | 0.010 | +27.07% | +10.66% | 38,713.6 |
Boulder Wealth Advisors, LLC's Historical Top Holdings Breakdowns
Boulder Wealth Advisors, LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
ESGU | iShares MSCI USA ESG Optimized ETF | 2025-03-31 | Reduce Reduce | -9.53% | 120.24 ($128.78) 134.3 | $137.24 | 6.57% | Reduce -81.74% | 32,056 | -143,496 | |
XMHQ | Invesco S&P MidCap Quality ETF | 2025-03-31 | Sold Out Sold Out | -3.85% | 89.18 ($97.46) 104.04 | $101.30 | 3.94% | Sold Out | 0 | -75,873 | |
ICSH |
iShares Ultra Short Duration Bond Active ETF
iShares Ultra Short Duration Bond Active ETF
| 2025-03-31 | Add Add | +2.28% | 50.44 ($50.57) 50.7 | $50.65 | 0.16% | Add 58.07% | 210,213 | 77,229 | |
JMST |
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
| 2025-03-31 | Add Add | +1.55% | 50.72 ($50.82) 50.92 | $50.92 | 0.21% | Add 47.21% | 163,246 | 52,349 | |
PRF | Invesco RAFI US 1000 ETF | 2025-03-31 | Add Add | +1.53% | 39.4 ($41.25) 42.61 | $42.96 | 4.15% | Add 13.9% | 534,386 | 65,202 | |
SCHB | Schwab U.S. Broad Market ETF | 2025-03-31 | Add Add | +0.44% | 21.23 ($22.75) 23.75 | $24.27 | 6.67% | Add 2.32% | 1,560,616 | 35,343 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.29% | 554.06 ($590.51) 615.85 | $631.38 | 6.92% | Add 1.88% | 47,794 | 880 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2025-03-31 | Add Add | +0.28% | 168.16 ($179.03) 186.21 | $184.64 | 3.13% | Add 2.16% | 134,051 | 2,836 | |
JCPB | JPMorgan Core Plus Bond ETF | 2025-03-31 | Add Add | +0.19% | 45.56 ($46.5) 47.23 | $46.80 | 0.66% | Add 3.69% | 191,512 | 6,809 | |
TSLA | Tesla Inc | 2025-03-31 | Sold Out Sold Out | -0.16% | 222.15 ($333.26) 428.22 | $331.66 | -0.48% | Sold Out | 0 | -776 |
Boulder Wealth Advisors, LLC Total Holding History ($B)
Boulder Wealth Advisors, LLC's Asset Allocation
Boulder Wealth Advisors, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Boulder Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
Boulder Wealth Advisors, LLC's Yearly Returns
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Boulder Wealth Advisors, LLC's Holdings Heat Map
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