- New Purchases: INTU, UMBF, UNH, VZ, NEE, T, CMCSA, SHW, WMT, FTNT, AMRC,
- Added Positions: IEMG, SHM, TFI, MSFT, IWM, PG, MCD, CSCO, MRK, ABBV, GOOG, DIS, DHR, PEP, JNJ, JPM, PNC, MVIS, NMR, USB, WFC, FB, VTIP, KO, HON, HD, BMY, CVX, ZAYO, FSLR, KNDI, TSLA, XYL, C, PANW, HASI, MIXT, PEGI, CHKP, OLED, ETSY, RUN, SQ, EDIT, CRSP, CWT, CVS, A, AYI, LLY, INTC, HOLX, MDT, MLHR, HAIN, GILD, NVDA, NTUS, EPD, OSUR, SRPT, CL, PFE, PHG, DLR, STM, SCHN, SGEN, STKL, SPWR, COST, UNP, IBM,
- Reduced Positions: SCHZ, AGG, IEFA, EFA, VEA, TRV, JPST, SUB, VWO, GLD, SCHF, PHYS, GE, GWW, MUB, ACWI, SCHB, XOM, GOOGL, SCHE, IJR, V, ORCL, SCHX, EFG, VO, VT, ASX,
- Sold Out: AAPL, RDFN, BRK.B, AMZN, AMGN, ABT, BAC, ALL, MO, AEG, ADI, ADSK, AMAL,
For the details of BSW Wealth Partners's stock buys and sells, go to https://www.gurufocus.com/guru/bsw+wealth+partners/current-portfolio/portfolio
These are the top 5 holdings of BSW Wealth Partners- iShares Core S&P 500 ETF (IVV) - 179,474 shares, 22.70% of the total portfolio. Shares added by 0.91%
- iShares Core MSCI EAFE ETF (IEFA) - 343,904 shares, 8.90% of the total portfolio. Shares reduced by 7.67%
- SPDR S&P 500 ETF Trust (SPY) - 61,687 shares, 7.75% of the total portfolio. Shares reduced by 0.36%
- iShares MSCI EAFE ETF (EFA) - 225,131 shares, 6.22% of the total portfolio. Shares reduced by 8.59%
- Vanguard FTSE Developed Markets ETF (VEA) - 300,393 shares, 5.23% of the total portfolio. Shares reduced by 6.28%
BSW Wealth Partners initiated holding in Intuit Inc. The purchase prices were between $263.19 and $292.31, with an estimated average price of $275.2. The stock is now traded at around $259.98. The impact to a portfolio due to this purchase was 0.23%. The holding were 2,000 shares as of .
New Purchase: UMB Financial Corp (UMBF)BSW Wealth Partners initiated holding in UMB Financial Corp. The purchase prices were between $60.68 and $68.26, with an estimated average price of $64.58. The stock is now traded at around $66.89. The impact to a portfolio due to this purchase was 0.21%. The holding were 7,654 shares as of .
New Purchase: Verizon Communications Inc (VZ)BSW Wealth Partners initiated holding in Verizon Communications Inc. The purchase prices were between $55.05 and $60.51, with an estimated average price of $57.61. The stock is now traded at around $59.32. The impact to a portfolio due to this purchase was 0.11%. The holding were 4,197 shares as of .
New Purchase: UnitedHealth Group Inc (UNH)BSW Wealth Partners initiated holding in UnitedHealth Group Inc. The purchase prices were between $215.26 and $266.65, with an estimated average price of $241.24. The stock is now traded at around $255.25. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,248 shares as of .
New Purchase: NextEra Energy Inc (NEE)BSW Wealth Partners initiated holding in NextEra Energy Inc. The purchase prices were between $204.02 and $232.99, with an estimated average price of $216.39. The stock is now traded at around $223.22. The impact to a portfolio due to this purchase was 0.1%. The holding were 990 shares as of .
New Purchase: Sherwin-Williams Co (SHW)BSW Wealth Partners initiated holding in Sherwin-Williams Co. The purchase prices were between $454.59 and $550.54, with an estimated average price of $509.95. The stock is now traded at around $587.24. The impact to a portfolio due to this purchase was 0.09%. The holding were 388 shares as of .
Added: McDonald's Corp (MCD)BSW Wealth Partners added to a holding in McDonald's Corp by 26.47%. The purchase prices were between $206.3 and $221.15, with an estimated average price of $214.42. The stock is now traded at around $193.28. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,844 shares as of .
Added: Cisco Systems Inc (CSCO)BSW Wealth Partners added to a holding in Cisco Systems Inc by 31.22%. The purchase prices were between $46.25 and $58.05, with an estimated average price of $51.96. The stock is now traded at around $48.37. The impact to a portfolio due to this purchase was 0.03%. The holding were 6,708 shares as of .
Added: Nomura Holdings Inc (NMR)BSW Wealth Partners added to a holding in Nomura Holdings Inc by 40.01%. The purchase prices were between $3.2 and $4.47, with an estimated average price of $3.8. The stock is now traded at around $4.76. The impact to a portfolio due to this purchase was 0.01%. The holding were 21,669 shares as of .
Added: Microvision Inc (MVIS)BSW Wealth Partners added to a holding in Microvision Inc by 50.00%. The purchase prices were between $0.57 and $0.9, with an estimated average price of $0.67. The stock is now traded at around $0.71. The impact to a portfolio due to this purchase was 0.01%. The holding were 150,000 shares as of .
Sold Out: Apple Inc (AAPL)BSW Wealth Partners sold out a holding in Apple Inc. The sale prices were between $193.34 and $223.97, with an estimated average price of $209.04.
Sold Out: Redfin Corp (RDFN)BSW Wealth Partners sold out a holding in Redfin Corp. The sale prices were between $16.24 and $20, with an estimated average price of $17.61.
Sold Out: Berkshire Hathaway Inc (BRK.B)BSW Wealth Partners sold out a holding in Berkshire Hathaway Inc. The sale prices were between $195.81 and $215.25, with an estimated average price of $206.13.
Sold Out: Amazon.com Inc (AMZN)BSW Wealth Partners sold out a holding in Amazon.com Inc. The sale prices were between $1725.45 and $2020.99, with an estimated average price of $1854.66.
Sold Out: Amgen Inc (AMGN)BSW Wealth Partners sold out a holding in Amgen Inc. The sale prices were between $174.11 and $208.62, with an estimated average price of $192.15.
Sold Out: Abbott Laboratories (ABT)BSW Wealth Partners sold out a holding in Abbott Laboratories. The sale prices were between $81.84 and $88.74, with an estimated average price of $84.98.
Here is the complete portfolio of BSW Wealth Partners. Also check out:
1. BSW Wealth Partners's Undervalued Stocks
2. BSW Wealth Partners's Top Growth Companies, and
3. BSW Wealth Partners's High Yield stocks
4. Stocks that BSW Wealth Partners keeps buying