News + Filings Holdings
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BSW Wealth Partners
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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ServiceNow, Inc.
| NOW | COM | 431 | 431 | 242,209,000 | 242,209,000 | 0.05 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTV | Common | 1,630 | 1,630 | 231,623,000 | 231,623,000 | 0.05 | |
Hist
| 06/30/2023 |
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S&P Global Inc.
| SPGI | COM | 527 | 527 | 211,325,000 | 211,325,000 | 0.04 | 0.00 |
Hist
| 06/30/2023 |
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M/I HOMES, INC.
| MHO | Common | 2,400 | 2,400 | 209,256,000 | 209,256,000 | 0.04 | 0.01 |
Hist
| 06/30/2023 |
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Taylor Morrison Home Corp
| TMHC | CL A | 4,270 | 4,270 | 208,248,000 | 208,248,000 | 0.04 | 0.00 |
Hist
| 06/30/2023 |
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Fortinet, Inc.
| FTNT | COM | 2,683 | 2,683 | 202,808,000 | 202,808,000 | 0.04 | 0.00 |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLI | OPTIONS | 1,882 | 1,882 | 201,976,000 | 201,976,000 | 0.04 | |
Hist
| 06/30/2023 |
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SOUNDHOUND AI, INC.
| SOUN | Common | 12,270 | 12,270 | 55,828,000 | 55,828,000 | 0.01 | 0.01 |
Hist
| 06/30/2023 |
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