BW

Boulder Wealth Advisors, LLC

13F
Boulder Wealth Advisors, LLC
Last update 2025-04-29 26 Stocks (1 new)
Value $172.00 Mil Turnover 7 %
Countries:
Top Holdings: SCHB(19.56%)IVV(15.63%)QUAL(13.33%)IWF(12.74%)PRF(12.57%)
Summary Stock Picks Current Portfolio
Boulder Wealth Advisors, LLC Top Holdings of 2025-03-31 View Full List
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
+10.66%
+5.26%
34,183.4
 
IVV
iShares Core S&P 500 ETF
47,794
26,855.6
+1.88%
15.630
+0.29%
0.000
+10.46%
+5.77%
594,385.2
 
QUAL
iShares MSCI USA Quality Factor ETF
134,051
22,908.0
+2.16%
13.330
+0.28%
0.050
+6.87%
+2.79%
52,800.9
 
IWF
iShares Russell 1000 Growth ETF
60,603
21,883.3
-0.67%
12.740
-0.09%
0.020
+17.27%
+5.56%
111,299.9
 
PRF
Invesco RAFI US 1000 ETF
534,386
21,594.5
+13.90%
12.570
+1.53%
0.280
+4.71%
+5.38%
8,228.0
 
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
+1.18%
+2.49%
6,122.7
 
JCPB
JPMorgan Core Plus Bond ETF
191,512
9,008.7
+3.69%
5.240
+0.19%
0.140
+1.28%
+4.25%
6,774.5
 
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
+0.89%
+1.67%
4,017.2
 
ESGU
iShares MSCI USA ESG Optimized ETF
32,056
3,907.9
-81.74%
2.270
-9.53%
0.030
+10.82%
+5.16%
13,746.8
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
41,549
3,339.3
+3.03%
1.940
+0.06%
0.010
+18.55%
+8.55%
37,568.8
 

Boulder Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Boulder Wealth Advisors, LLC's Top Stock Picks View Full List
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
$134.77
4.65%
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
$98.26
0.82%
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
$50.71
0.28%
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
$50.91
0.19%
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
$42.14
2.16%
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
$23.75
4.41%
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
$618.99
4.82%
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
$182.23
1.79%
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
$47.04
1.17%
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
$319.46
-4.14%
Sold Out
0
-776

Boulder Wealth Advisors, LLC Total Holding History ($B)

To

Boulder Wealth Advisors, LLC's Asset Allocation

To

Boulder Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Boulder Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31

Boulder Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Boulder Wealth Advisors, LLC's Holdings Heat Map

Size field:

Boulder Wealth Advisors, LLC's Holdings Bubble Chart

Boulder Wealth Advisors, LLC News

  • 1

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