News + Filings Holdings
|
|
BSW Wealth Partners
|
|
Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
|
VANGUARD STAR FUNDS
| VXUS | Common | 0 | -25,813 | 0 | -1,425,136,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
UNILEVER PLC
| UL | SPON ADR NEW | 0 | -20,272 | 0 | -1,052,719,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
ASTRAZENECA PLC
| AZN | SPONSORED ADR | 0 | -15,097 | 0 | -1,047,908,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
Palo Alto Networks Inc
| PANW | COM | 0 | -4,525 | 0 | -903,823,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
ABB LTD
| ABB | SP ADR | 0 | -26,111 | 0 | -895,618,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
PayPal Holdings, Inc.
| PYPL | COM | 0 | -10,564 | 0 | -802,230,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
VANGUARD BOND INDEX FUNDS
| BND | Common | 0 | -10,554 | 0 | -779,202,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
WOLFSPEED, INC.
| WOLF | COM | 0 | -10,757 | 0 | -698,667,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
American Water Works Company, Inc.
| AWK | COM | 0 | -4,651 | 0 | -681,350,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
STARBUCKS CORP
| SBUX | Common | 0 | -6,389 | 0 | -665,305,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
MSCI Inc.
| MSCI | Cl A | 0 | -1,185 | 0 | -663,232,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
SOLAREDGE TECHNOLOGIES, INC.
| SEDG | Common | 0 | -2,001 | 0 | -608,204,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
Trane Technologies plc
| TT | Common Stock | 0 | -3,103 | 0 | -570,890,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
ECOLAB INC.
| ECL | Common | 0 | -3,302 | 0 | -546,653,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
OMNICELL, INC.
| OMCL | Common | 0 | -9,015 | 0 | -528,910,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
Eaton Corp plc
| ETN | SHS | 0 | -2,834 | 0 | -485,577,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
Hannon Armstrong Sustainable Infrastructure Capital, Inc.
| HASI | Common | 0 | -16,586 | 0 | -474,369,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
ORMAT TECHNOLOGIES, INC.
| ORA | Common | 0 | -5,594 | 0 | -474,223,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
Aptiv PLC
| APTV | SHS | 0 | -4,198 | 0 | -470,974,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
VANGUARD WORLD FDS HEALTH CAR
| VHT | STOCK | 0 | -1,927 | 0 | -459,598,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
BALL Corp
| BLL | Common | 0 | -8,198 | 0 | -451,792,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
ITRON, INC.
| ITRI | Common | 0 | -8,053 | 0 | -446,539,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| XJR | Common | 0 | -13,128 | 0 | -445,159,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
HEXCEL CORP /DE/
| HXL | Common | 0 | -6,404 | 0 | -437,073,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
DARLING INGREDIENTS INC.
| DAR | Common | 0 | -7,371 | 0 | -430,466,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
ALCON INC
| ALC | Common Stock | 0 | -6,102 | 0 | -430,435,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
IPG PHOTONICS CORP
| IPGP | Common | 0 | -3,382 | 0 | -417,034,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
BRIGHT HORIZONS FAMILY SOLUTIONS INC.
| BFAM | COM | 0 | -5,061 | 0 | -389,647,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
INTERNATIONAL FLAVORS & FRAGRANCES INC
| IFF | Common | 0 | -4,226 | 0 | -388,623,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
ETSY INC
| ETSY | Common | 0 | -3,398 | 0 | -378,299,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
Vanguard Charlotte Funds
| BNDX | Common | 0 | -6,920 | 0 | -338,526,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
Penumbra Inc
| PEN | Common | 0 | -993 | 0 | -276,740,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
Sunrun Inc.
| RUN | COM | 0 | -13,699 | 0 | -276,035,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
EAST WEST BANCORP INC
| EWBC | Common | 0 | -4,710 | 0 | -261,405,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
WPP plc
| WPPGY | COM | 0 | -4,346 | 0 | -258,674,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
| << Prev Next >> |
|
|
|
|