All Stocks Held By BSW Wealth Partners

As of 12/31/2023, we find all stocks held by BSW Wealth Partners to be as follows, presented in the table below with each row detailing each BSW Wealth Partners position, ordered by largest to smallest position size. The all-stocks-held-by-BSW Wealth Partners table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by BSW Wealth Partners as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
ISHARES TR (IVV)	158,082	+3,342	$75,504
IVV	158,082	+3,342	$75,504
VANGUARD MUN BD FDS (VTEB)	703,138	-24,841	$35,895
VTEB	703,138	-24,841	$35,895
VANGUARD WORLD FD (MGV)	292,976	-7,383	$32,043
MGV	292,976	-7,383	$32,043
ISHARES TR (IEFA)	352,724	+3,392	$24,814
IEFA	352,724	+3,392	$24,814
SPDR S&P 500 ETF TR (SPY)	47,864	-711	$22,750
SPY	47,864	-711	$22,750
VANGUARD SCOTTSDALE FDS (VGIT)	345,269	+14,281	$20,481
VGIT	345,269	+14,281	$20,481
APPLE INC	99,282	-44	$19,115
AAPL	99,282	-44	$19,115
ISHARES TR (IJH)	50,260	+188	$13,929
IJH	50,260	+188	$13,929
ISHARES TR (IWM)	59,681	+373	$11,979
IWM	59,681	+373	$11,979
ISHARES INC (IEMG)	211,127	+4,224	$10,679
IEMG	211,127	+4,224	$10,679
ISHARES TR (AOR)	151,563	+21,723	$8,062
AOR	151,563	+21,723	$8,062
ISHARES TR (EFA)	89,837	-1,915	$6,769
EFA	89,837	-1,915	$6,769
ISHARES TR (ESGD)	89,359	-2,814	$6,750
ESGD	89,359	-2,814	$6,750
VANGUARD WORLD FD (ESGV)	78,823	+4,646	$6,705
ESGV	78,823	+4,646	$6,705
MICROSOFT CORP	16,880	-1,226	$6,347
MSFT	16,880	-1,226	$6,347
NUSHARES ETF TR (NULV)	169,621	-2,202	$6,091
NULV	169,621	-2,202	$6,091
ISHARES GOLD TR (IAU)	154,616	-6,721	$6,035
IAU	154,616	-6,721	$6,035
VANGUARD INDEX FDS (VOO)	11,329	-2,540	$4,949
VOO	11,329	-2,540	$4,949
NUSHARES ETF TR (NUSC)	116,829	-278	$4,568
NUSC	116,829	-278	$4,568
PROCTER AND GAMBLE CO	28,054	-2,078	$4,111
PG	28,054	-2,078	$4,111
ISHARES TR (XVV)	112,434	+947	$4,091
XVV	112,434	+947	$4,091
VANGUARD TAX MANAGED FDS (VEA)	85,292	+1,311	$4,085
VEA	85,292	+1,311	$4,085
AMAZON COM INC	26,647	-181	$4,049
AMZN	26,647	-181	$4,049
ISHARES TR (CRBN)	23,728	+5	$3,926
CRBN	23,728	+5	$3,926
NVIDIA CORPORATION	7,221	+212	$3,576
NVDA	7,221	+212	$3,576
ALPHABET INC	24,475	-1,200	$3,449
GOOG	24,475	-1,200	$3,449
ISHARES TR (ACWI)	31,325	-84	$3,188
ACWI	31,325	-84	$3,188
SCHWAB STRATEGIC TR	78,309	+205	$2,894
SCHF	78,309	+205	$2,894
VANGUARD INTL EQUITY INDEX F (VWO)	65,258	-3,295	$2,682
VWO	65,258	-3,295	$2,682
PEPSICO INC	15,655	+305	$2,659
PEP	15,655	+305	$2,659
VANGUARD INDEX FDS (VTI)	10,865	+303	$2,577
VTI	10,865	+303	$2,577
ISHARES TR (EEM)	63,748	+4,312	$2,563
EEM	63,748	+4,312	$2,563
ISHARES TR (IEI)	21,693	+21,693	$2,541
IEI	21,693	+21,693	$2,541
ALPHABET INC	17,663	+333	$2,467
GOOGL	17,663	+333	$2,467
LINDE PLC	5,168	UNCH	$2,123
LIN	5,168	UNCH	$2,123
JPMORGAN CHASE & CO	11,185	-616	$1,903
JPM	11,185	-616	$1,903
ELI LILLY & CO	3,169	+2	$1,847
LLY	3,169	+2	$1,847
COCA COLA CO	30,356	-460	$1,789
KO	30,356	-460	$1,789
SCHWAB STRATEGIC TR	31,523	-134	$1,755
SCHB	31,523	-134	$1,755
MERCK & CO INC	14,947	+281	$1,629
MRK	14,947	+281	$1,629
BERKSHIRE HATHAWAY INC DEL			$1,556
BRK.B	4,362	-16	$1,556
META PLATFORMS INC	4,397	+130	$1,556
META	4,397	+130	$1,556
ISHARES TR (ISCF)	47,110	-5,923	$1,514
ISCF	47,110	-5,923	$1,514
BROADCOM INC	1,336	+7	$1,491
AVGO	1,336	+7	$1,491
INTEL CORP	29,619	+289	$1,488
INTC	29,619	+289	$1,488
PFIZER INC	51,406	-3,764	$1,480
PFE	51,406	-3,764	$1,480
ABBVIE INC	9,237	-122	$1,431
ABBV	9,237	-122	$1,431
HOME DEPOT INC	4,063	+81	$1,408
HD	4,063	+81	$1,408
ACCENTURE PLC IRELAND	3,941	+128	$1,383
ACN	3,941	+128	$1,383
VANGUARD INDEX FDS (VBK)	5,678	-333	$1,373
VBK	5,678	-333	$1,373
DIGITALOCEAN HLDGS INC	35,537	-1,468	$1,304
DOCN	35,537	-1,468	$1,304
VISA INC	4,921	+60	$1,281
V	4,921	+60	$1,281
DELL TECHNOLOGIES INC	16,651	+3	$1,274
DELL	16,651	+3	$1,274
INTERNATIONAL BUSINESS MACHS	7,715	+21	$1,262
IBM	7,715	+21	$1,262
ABBOTT LABS	11,405	-222	$1,255
ABT	11,405	-222	$1,255
DISNEY WALT CO	13,816	-514	$1,247
DIS	13,816	-514	$1,247
TRAVELERS COMPANIES INC	6,176	+211	$1,176
TRV	6,176	+211	$1,176
SPDR INDEX SHS FDS (SPDW)	34,476	-12,415	$1,173
SPDW	34,476	-12,415	$1,173
AMERICAN CENTY ETF TR (AVUS)	13,857	+13,857	$1,130
AVUS	13,857	+13,857	$1,130
INTUIT	1,805	+35	$1,128
INTU	1,805	+35	$1,128
INVESCO QQQ TR	2,737	-16	$1,121
QQQ	2,737	-16	$1,121
ISHARES TR (IDEV)	17,564	+13,462	$1,118
IDEV	17,564	+13,462	$1,118
VANGUARD INTL EQUITY INDEX F (VT)	10,740	+631	$1,105
VT	10,740	+631	$1,105
MCDONALDS CORP	3,718	+80	$1,102
MCD	3,718	+80	$1,102
AMERICAN CENTY ETF TR (AVDE)	18,168	+18,168	$1,098
AVDE	18,168	+18,168	$1,098
VANGUARD INDEX FDS (VB)	5,107	-146	$1,090
VB	5,107	-146	$1,090
EXXON MOBIL CORP	10,832	+1,120	$1,083
XOM	10,832	+1,120	$1,083
JOHNSON & JOHNSON	6,877	-332	$1,078
JNJ	6,877	-332	$1,078
UNITEDHEALTH GROUP INC	2,006	+43	$1,056
UNH	2,006	+43	$1,056
ORACLE CORP	9,878	+297	$1,041
ORCL	9,878	+297	$1,041
NOVO NORDISK A S	9,684	-42	$1,002
NVO	9,684	-42	$1,002
UNION PAC CORP	3,991	+1	$980
UNP	3,991	+1	$980
ISHARES TR (IWF)	3,138	UNCH	$951
IWF	3,138	UNCH	$951
COSTCO WHSL CORP NEW	1,430	+116	$944
COST	1,430	+116	$944
NUSHARES ETF TR (NUEM)	32,960	+32,960	$888
NUEM	32,960	+32,960	$888
AUTOMATIC DATA PROCESSING IN	3,773	-158	$879
ADP	3,773	-158	$879
TAIWAN SEMICONDUCTOR MFG LTD	8,229	+326	$856
TSM	8,229	+326	$856
GRAINGER W W INC	1,032	-19	$855
GWW	1,032	-19	$855
ADOBE INC	1,431	+81	$854
ADBE	1,431	+81	$854
TESLA INC	3,418	-2	$849
TSLA	3,418	-2	$849
NOVARTIS AG	8,371	+1,456	$845
NVS	8,371	+1,456	$845
SALESFORCE INC	3,126	+77	$823
CRM	3,126	+77	$823
AGILENT TECHNOLOGIES INC	5,912	+165	$822
A	5,912	+165	$822
AMGEN INC	2,837	-24	$817
AMGN	2,837	-24	$817
QUALCOMM INC	5,631	+267	$814
QCOM	5,631	+267	$814
MASTERCARD INCORPORATED	1,907	-70	$813
MA	1,907	-70	$813
AMERICAN CENTY ETF TR (AVEM)	14,028	+14,028	$791
AVEM	14,028	+14,028	$791
MEDTRONIC PLC	9,467	+671	$780
MDT	9,467	+671	$780
DANAHER CORPORATION	3,280	+61	$759
DHR	3,280	+61	$759
DOVER CORP	4,871	+36	$749
DOV	4,871	+36	$749
BALL CORP	12,840	-9,864	$739
BALL	12,840	-9,864	$739
SCHWAB STRATEGIC TR	29,771	-1,420	$738
SCHE	29,771	-1,420	$738
VANGUARD INDEX FDS (VBR)	4,096	+558	$737
VBR	4,096	+558	$737
ASML HOLDING N V	946	-64	$716
ASML	946	-64	$716
VANGUARD INDEX FDS (VV)	3,250	UNCH	$709
VV	3,250	UNCH	$709
VANGUARD SPECIALIZED FUNDS (VIG)	4,141	+930	$706
VIG	4,141	+930	$706
BOOKING HOLDINGS INC	189	-1	$670
BKNG	189	-1	$670
THERMO FISHER SCIENTIFIC INC	1,231	+23	$654
TMO	1,231	+23	$654
APPLIED MATLS INC	4,027	+19	$653
AMAT	4,027	+19	$653
VANGUARD INDEX FDS (VO)	2,763	-1,005	$643
VO	2,763	-1,005	$643
BANK NEW YORK MELLON CORP	12,183	+489	$634
BK	12,183	+489	$634
ISHARES TR (IWD)	3,820	UNCH	$631
IWD	3,820	UNCH	$631
VERIZON COMMUNICATIONS INC	16,430	+879	$619
VZ	16,430	+879	$619
AMERICAN EXPRESS CO	3,283	+22	$615
AXP	3,283	+22	$615
SPDR GOLD TR (GLD)	3,138	+15	$600
GLD	3,138	+15	$600
WALKER & DUNLOP INC	5,370	UNCH	$596
WD	5,370	UNCH	$596
LAM RESEARCH CORP	758	+4	$594
LRCX	758	+4	$594
NETFLIX INC	1,208	-2	$588
NFLX	1,208	-2	$588
BLACKSTONE INC	4,472	UNCH	$585
BX	4,472	UNCH	$585
SCHWAB STRATEGIC TR	9,890	-121	$558
SCHX	9,890	-121	$558
ISHARES INC (ESGE)	17,072	-2,026	$547
ESGE	17,072	-2,026	$547
HONEYWELL INTL INC	2,598	UNCH	$545
HON	2,598	UNCH	$545
ICICI BANK LIMITED	22,743	+2,766	$542
IBN	22,743	+2,766	$542
CHEVRON CORP NEW	3,622	-8	$540
CVX	3,622	-8	$540
ILLINOIS TOOL WKS INC	2,061	+49	$540
ITW	2,061	+49	$540
DEERE & CO	1,339	-57	$535
DE	1,339	-57	$535
TJX COS INC NEW	5,623	+109	$528
TJX	5,623	+109	$528
PRUDENTIAL FINL INC	5,067	+61	$525
PRU	5,067	+61	$525
SERVICENOW INC	729	+51	$515
NOW	729	+51	$515
ASE TECHNOLOGY HLDG CO LTD	54,557	+2,316	$513
ASX	54,557	+2,316	$513
GOLDMAN SACHS GROUP INC	1,330	-32	$513
GS	1,330	-32	$513
MORGAN STANLEY	5,410	-198	$504
MS	5,410	-198	$504
PNC FINL SVCS GROUP INC	3,253	+62	$504
PNC	3,253	+62	$504
UBER TECHNOLOGIES INC	8,131	+115	$501
UBER	8,131	+115	$501
INGERSOLL RAND INC	6,436	+74	$498
IR	6,436	+74	$498
SYNOPSYS INC	954	+5	$491
SNPS	954	+5	$491
ENTERPRISE PRODS PARTNERS L	18,237	+105	$481
EPD	18,237	+105	$481
WALMART INC	3,037	-31	$479
WMT	3,037	-31	$479
ISHARES TR (ESML)	12,408	-2,277	$472
ESML	12,408	-2,277	$472
STERLING INFRASTRUCTURE INC	5,370	UNCH	$472
STRL	5,370	UNCH	$472
SONY GROUP CORP	4,860	-1,370	$460
SONY	4,860	-1,370	$460
BRISTOL MYERS SQUIBB CO	8,899	+1,398	$457
BMY	8,899	+1,398	$457
TRUIST FINL CORP	12,216	+353	$451
TFC	12,216	+353	$451
AT&T INC	26,531	+435	$445
T	26,531	+435	$445
WIPRO LTD	79,931	+3,393	$445
WIT	79,931	+3,393	$445
CADENCE DESIGN SYSTEM INC	1,624	+44	$442
CDNS	1,624	+44	$442
PROLOGIS INC.	3,316	+325	$442
PLD	3,316	+325	$442
ISHARES TR (ITOT)	4,180	+380	$440
ITOT	4,180	+380	$440
GILEAD SCIENCES INC	5,392	-453	$437
GILD	5,392	-453	$437
MONDELEZ INTL INC	6,001	-2,287	$435
MDLZ	6,001	-2,287	$435
BOSTON SCIENTIFIC CORP	7,398	+165	$428
BSX	7,398	+165	$428
BANCOLOMBIA S A	13,619	+623	$419
CIB	13,619	+623	$419
ALLSTATE CORP	2,967	+9	$415
ALL	2,967	+9	$415
AMERICAN CENTY ETF TR (AVUV)	4,606	+4,606	$414
AVUV	4,606	+4,606	$414
TARGET CORP	2,871	+122	$409
TGT	2,871	+122	$409
NIKE INC	3,758	+154	$408
NKE	3,758	+154	$408
HDFC BANK LTD	5,980	+843	$401
HDB	5,980	+843	$401
MICROVISION INC DEL	150,000	UNCH	$399
MVIS	150,000	UNCH	$399
COLGATE PALMOLIVE CO	4,954	+542	$395
CL	4,954	+542	$395
ISHARES TR (IJR)	3,632	-1,240	$393
IJR	3,632	-1,240	$393
CHUBB LIMITED	1,734	+149	$392
CB	1,734	+149	$392
CITIGROUP INC	7,573	-119	$390
C	7,573	-119	$390
ISHARES TR (AGG)	3,911	-1	$388
AGG	3,911	-1	$388
LOWES COS INC	1,741	-24	$387
LOW	1,741	-24	$387
MERCADOLIBRE INC	243	-3	$382
MELI	243	-3	$382
ZOETIS INC	1,925	+12	$380
ZTS	1,925	+12	$380
CONSTELLATION BRANDS INC	1,567	-133	$379
STZ	1,567	-133	$379
BP PLC	10,687	UNCH	$378
BP	10,687	UNCH	$378
AMERICAN TOWER CORP NEW	1,726	+207	$373
AMT	1,726	+207	$373
PHILIP MORRIS INTL INC	3,964	UNCH	$373
PM	3,964	UNCH	$373
EQUINIX INC	462	+7	$372
EQIX	462	+7	$372
AMERICAN INTL GROUP INC	5,460	+180	$370
AIG	5,460	+180	$370
ISHARES TR (IWB)	1,406	UNCH	$369
IWB	1,406	UNCH	$369
COCA COLA FEMSA SAB DE CV	3,889	+79	$368
KOF	3,889	+79	$368
HERSHEY CO	1,961	+604	$366
HSY	1,961	+604	$366
QUANTA SVCS INC	1,697	-7	$366
PWR	1,697	-7	$366
FISERV INC	2,745	+2,745	$365
FI	2,745	+2,745	$365
ISHARES TR (MUB)	3,357	-8,604	$364
MUB	3,357	-8,604	$364
SPROTT PHYSICAL GOLD TR	22,624	UNCH	$360
PHYS	22,624	UNCH	$360
DUPONT DE NEMOURS INC	4,608	-137	$355
DD	4,608	-137	$355
PIEDMONT OFFICE REALTY TR IN	49,996	UNCH	$355
PDM	49,996	UNCH	$355
RPM INTL INC	3,153	-41	$352
RPM	3,153	-41	$352
RELIANCE STEEL & ALUMINUM CO	1,257	-73	$352
RS	1,257	-73	$352
THE CIGNA GROUP	1,154	+99	$346
CI	1,154	+99	$346
COPART INC	6,972	+277	$342
CPRT	6,972	+277	$342
RYERSON HLDG CORP	9,860	UNCH	$342
RYI	9,860	UNCH	$342
CATERPILLAR INC	1,149	-57	$340
CAT	1,149	-57	$340
FIDELITY COVINGTON TRUST	12,808	+12,808	$340
FELC	12,808	+12,808	$340
CARRIER GLOBAL CORPORATION	5,909	-200	$339
CARR	5,909	-200	$339
SPDR S&P MIDCAP 400 ETF TR (MDY)	665	UNCH	$337
MDY	665	UNCH	$337
CBRE GROUP INC	3,581	+4	$333
CBRE	3,581	+4	$333
T MOBILE US INC	2,076	+181	$333
TMUS	2,076	+181	$333
WABTEC	2,613	-22	$332
WAB	2,613	-22	$332
M I HOMES INC	2,400	UNCH	$331
MHO	2,400	UNCH	$331
CHECK POINT SOFTWARE TECH LT	2,162	+78	$330
CHKP	2,162	+78	$330
GENERAL ELECTRIC CO	2,569	-25	$328
GE	2,569	-25	$328
NXP SEMICONDUCTORS N V	1,428	+110	$328
NXPI	1,428	+110	$328
HCA HEALTHCARE INC	1,207	+70	$327
HCA	1,207	+70	$327
VANGUARD WORLD FDS (VDE)	2,789	UNCH	$327
VDE	2,789	UNCH	$327
SHINHAN FINANCIAL GROUP CO L	10,562	+2,645	$325
SHG	10,562	+2,645	$325
GENERAL MLS INC	4,972	+30	$324
GIS	4,972	+30	$324
RELX PLC	8,167	+616	$324
RELX	8,167	+616	$324
SCHWAB CHARLES CORP	4,713	+463	$324
SCHW	4,713	+463	$324
NEXTERA ENERGY INC	5,315	-448	$323
NEE	5,315	-448	$323
CISCO SYS INC	6,378	-889	$322
CSCO	6,378	-889	$322
SCHWAB STRATEGIC TR	6,788	+64	$321
SCHA	6,788	+64	$321
UNILEVER PLC	6,593	+6,593	$320
UL	6,593	+6,593	$320
KEURIG DR PEPPER INC	9,516	+806	$317
KDP	9,516	+806	$317
FERGUSON PLC NEW	1,607	+16	$310
FERG	1,607	+16	$310
MOODYS CORP	789	+8	$308
MCO	789	+8	$308
SHERWIN WILLIAMS CO	987	-233	$308
SHW	987	-233	$308
ZEVIA PBC	153,306	UNCH	$308
ZVIA	153,306	UNCH	$308
US BANCORP DEL	6,992	-1,039	$303
USB	6,992	-1,039	$303
CORTEVA INC	6,199	-5,860	$297
CTVA	6,199	-5,860	$297
HONDA MOTOR LTD	9,595	+9,595	$297
HMC	9,595	+9,595	$297
CROWN CASTLE INC	2,569	+33	$296
CCI	2,569	+33	$296
HF SINCLAIR CORP	5,300	+60	$295
DINO	5,300	+60	$295
ELEVANCE HEALTH INC	613	+91	$289
ELV	613	+91	$289
WORKDAY INC	1,037	+20	$286
WDAY	1,037	+20	$286
SYSCO CORP	3,874	+91	$283
SYY	3,874	+91	$283
STRYKER CORPORATION	938	+43	$281
SYK	938	+43	$281
GARTNER INC	617	+22	$278
IT	617	+22	$278
UNITED RENTALS INC	485	-2	$278
URI	485	-2	$278
F N B CORP	20,110	UNCH	$277
FNB	20,110	UNCH	$277
FMC CORP	4,375	+4,375	$276
FMC	4,375	+4,375	$276
PROGRESSIVE CORP	1,727	+69	$275
PGR	1,727	+69	$275
HSBC HLDGS PLC	6,745	+6,745	$273
HSBC	6,745	+6,745	$273
VERISK ANALYTICS INC	1,129	-6	$270
VRSK	1,129	-6	$270
SELECT SECTOR SPDR TR (XLF)	7,181	+7,181	$270
XLF	7,181	+7,181	$270
METLIFE INC	4,015	+72	$266
MET	4,015	+72	$266
ISHARES TR (TFLO)	5,199	+38	$262
TFLO	5,199	+38	$262
INFOSYS LTD	14,145	+4,008	$260
INFY	14,145	+4,008	$260
JOHNSON CTLS INTL PLC	4,494	+185	$259
JCI	4,494	+185	$259
S&P GLOBAL INC	582	+582	$256
SPGI	582	+582	$256
WOORI FINL GROUP INC	8,444	+8,444	$255
WF	8,444	+8,444	$255
CME GROUP INC	1,197	+29	$252
CME	1,197	+29	$252
HEWLETT PACKARD ENTERPRISE C	14,826	-173	$252
HPE	14,826	-173	$252
AMERICAN CENTY ETF TR (AVES)	5,435	+5,435	$250
AVES	5,435	+5,435	$250
STEEL DYNAMICS INC	2,114	+2,114	$250
STLD	2,114	+2,114	$250
ARISTA NETWORKS INC	1,054	+1,054	$248
ANET	1,054	+1,054	$248
TAKEDA PHARMACEUTICAL CO LTD	17,275	+311	$247
TAK	17,275	+311	$247
P T TELEKOMUNIKASI INDONESIA	9,594	+9,594	$247
TLK	9,594	+9,594	$247
INTUITIVE SURGICAL INC	729	+729	$246
ISRG	729	+729	$246
NOMURA HLDGS INC	54,184	+12,588	$244
NMR	54,184	+12,588	$244
GSK PLC	6,454	+6,454	$239
GSK	6,454	+6,454	$239
PENTAIR PLC	3,280	-152	$238
PNR	3,280	-152	$238
ANALOG DEVICES INC	1,182	-19	$235
ADI	1,182	-19	$235
CVS HEALTH CORP	2,977	-12	$235
CVS	2,977	-12	$235
INVESCO EXCH TRADED FD TR II (KBWR)	4,297	+4,297	$235
KBWR	4,297	+4,297	$235
PACCAR INC	2,408	+2,408	$235
PCAR	2,408	+2,408	$235
VANGUARD INDEX FDS (VTV)	1,556	UNCH	$233
VTV	1,556	UNCH	$233
DIAGEO PLC	1,581	-457	$230
DEO	1,581	-457	$230
LLOYDS BANKING GROUP PLC	95,247	+11,636	$228
LYG	95,247	+11,636	$228
TAYLOR MORRISON HOME CORP	4,270	+4,270	$228
TMHC	4,270	+4,270	$228
BECTON DICKINSON & CO	929	-283	$227
BDX	929	-283	$227
COLUMBIA BKG SYS INC	8,489	-3,122	$226
COLB	8,489	-3,122	$226
MOTOROLA SOLUTIONS INC	722	+722	$226
MSI	722	+722	$226
U HAUL HOLDING COMPANY			$224
UHAL.B	3,174	+3,174	$224
COUPANG INC	13,656	-910	$221
CPNG	13,656	-910	$221
UNITED MICROELECTRONICS CORP	25,681	+8,621	$217
UMC	25,681	+8,621	$217
SELECT SECTOR SPDR TR (XLI)	1,882	+1,882	$215
XLI	1,882	+1,882	$215
AUTODESK INC	878	+878	$214
ADSK	878	+878	$214
ABRDN SILVER ETF TRUST (SIVR)	9,412	UNCH	$214
SIVR	9,412	UNCH	$214
CSX CORP	6,103	+6,103	$212
CSX	6,103	+6,103	$212
FLEXSHARES TR (ESGG)	1,407	+1,407	$210
ESGG	1,407	+1,407	$210
KT CORP	15,550	+2,215	$209
KT	15,550	+2,215	$209
OTIS WORLDWIDE CORP	2,304	+2,304	$206
OTIS	2,304	+2,304	$206
VANGUARD WORLD FDS (VGT)	424	+424	$205
VGT	424	+424	$205
COGNIZANT TECHNOLOGY SOLUTIO	2,695	+2,695	$204
CTSH	2,695	+2,695	$204
SMUCKER J M CO	1,612	+1,612	$204
SJM	1,612	+1,612	$204
BANCO BILBAO VIZCAYA ARGENTA	22,235	+1,289	$203
BBVA	22,235	+1,289	$203
WEYERHAEUSER CO MTN BE	5,835	+5,835	$203
WY	5,835	+5,835	$203
MARSH & MCLENNAN COS INC	1,064	+11	$202
MMC	1,064	+11	$202
V F CORP	10,452	UNCH	$196
VFC	10,452	UNCH	$196
TELEFONICA BRASIL SA	17,889	+1,062	$196
VIV	17,889	+1,062	$196
TELEFONICA S A	42,035	+10,244	$164
TEF	42,035	+10,244	$164
COMPANIA CERVECERIAS UNIDAS	12,236	+701	$153
CCU	12,236	+701	$153
BANCO BRADESCO S A	42,604	+659	$149
BBD	42,604	+659	$149
SIBANYE STILLWATER LTD	21,037	-22,895	$114
SBSW	21,037	-22,895	$114
BANCO SANTANDER S.A.	20,775	+157	$86
SAN	20,775	+157	$86
NOKIA CORP	21,856	+21,856	$75
NOK	21,856	+21,856	$75
BANCO BRADESCO S A	21,986	-800	$70
BBDO	21,986	-800	$70
FREYR BATTERY INC	18,107	+18,107	$34
FREY	18,107	+18,107	$34
SOUNDHOUND AI INC	12,601	+0	$27
SOUN	12,601	UNCH	$27
ACTIVISION BLIZZARD INC			$0 (exited)
ATVI	0	-4,662	$0
ASTRAZENECA PLC			$0 (exited)
AZN	0	-3,117	$0
COMCAST CORP NEW			$0 (exited)
CMCSA	0	-5,850	$0
FISERV INC			$0 (exited)
FISV	0	-2,567	$0
HALLIBURTON CO			$0 (exited)
HAL	0	-6,639	$0
KIMBERLY CLARK CORP			$0 (exited)
KMB	0	-1,778	$0
LG DISPLAY CO LTD			$0 (exited)
LPL	0	-15,402	$0
ETF MANAGERS TR			$0 (exited)
MJ	0	-18,250	$0
NIO INC			$0 (exited)
NIO	0	-14,661	$0
VMWARE INC	0	-4,782	$0 (exited)
VMW	0	-4,782	$0

See Summary: BSW Wealth Partners Top Holdings
See Details: Top 10 Stocks Held By BSW Wealth Partners

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
IEI	+21,693	+$2,541
AVUS	+13,857	+$1,130
AVDE	+18,168	+$1,098
NUEM	+32,960	+$888
AVEM	+14,028	+$791
AVUV	+4,606	+$414
FI	+2,745	+$365
FELC	+12,808	+$340
UL	+6,593	+$320
HMC	+9,595	+$297

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
VMW	-4,782	-$796
ATVI	-4,662	-$437
FISV	-2,567	-$290
HAL	-6,639	-$269
CMCSA	-5,850	-$259
KMB	-1,778	-$215
AZN	-3,117	-$211
NIO	-14,661	-$133
LPL	-15,402	-$75
MJ	-18,250	-$67

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
AOR	+21,723	+$1,647
VGIT	+14,281	+$1,565
IDEV	+13,462	+$879
NMR	+12,588	+$77
LYG	+11,636	+$50
TEF	+10,244	+$35
UMC	+8,621	+$97
ESGV	+4,646	+$1,125
EEM	+4,312	+$307
IEMG	+4,224	+$832

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
VTEB	-24,841	+$879
SBSW	-22,895	-$157
SPDW	-12,415	-$281
BALL	-9,864	-$391
MUB	-8,604	-$862
MGV	-7,383	+$1,587
IAU	-6,721	+$390
ISCF	-5,923	-$55
CTVA	-5,860	-$320

BSW Wealth Partners Info

Size ($ in 1000's)
At 12/31/2023: $504,292
At 09/30/2023: $449,502

BSW Wealth Partners holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from BSW Wealth Partners 13F filings. Link to 13F filings: SEC filings

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