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BSW Wealth Partners

All holdings · as of Dec 31, 2025

322 positions

CompanyClassValueShares% of portfolio
Snap-on Inc$249.8K7250.0%
ADOBE INC.$252.0K7200.0%
PENTAIR plc$259.1K2,4880.0%
Becton Dickinson & Co$259.3K1,3360.0%
J M SMUCKER Co$264.3K2,7020.0%
United Rentals Inc$265.5K3280.0%
NEXTERA ENERGY INC$266.0K3,3130.0%
PRUDENTIAL FINANCIAL INC$269.7K2,3890.0%
ISHARES INC$273.4K2,3020.0%
SCHWAB STRATEGIC TR$274.4K9,6350.0%
SANOFI$274.6K5,6670.0%
CUMMINS INC$275.2K5390.0%
BANK OF AMERICA CORP /DE$275.2K5,0040.0%
HALLIBURTON CO$277.1K9,8050.0%
BROADRIDGE FINANCIAL SOLUTIONS INC$278.2K1,2460.0%
Motorola Solutions, Inc.$279.4K7290.0%
SUMITOMO MITSUI FINANCIAL GROUP, INC.SMFGADR$280.8K14,5280.0%
ALTRIA GROUP, INC.$283.9K4,9240.0%
SAP SE$286.2K1,1780.0%
MPLX LPMPLXMLP$286.9K5,3760.0%
HDFC BANK LTDHDBADR$287.4K7,8660.0%
TE Connectivity PLC$288.1K1,2660.0%
FLEXSHARES TR$288.8K1,4070.0%
LIVE NATION ENTERTAINMENT INC$293.0K2,0560.0%
REALTY INCOME CORP$293.6K5,2080.0%
UNILEVER PLC$296.2K4,5290.0%
SELECT SECTOR SPDR TR$296.7K5,4180.0%
COLUMBIA ETF TR II$298.4K7,7800.0%
MORGAN STANLEY ETF TRUST$300.0K4,6780.0%
Valmont Industries Inc$301.7K7500.0%
KT CORP$303.3K15,9870.0%
TENARIS S A$304.7K7,9240.0%
Otis Worldwide Corp$305.3K3,4950.0%
Trane Technologies plc$307.7K7910.0%
INVESCO EXCH TRADED FD TR II$310.7K4,3500.0%
Intercontinental Exchange, Inc.$313.6K1,9360.0%
Hilton Worldwide Holdings Inc.$317.4K1,1050.0%
SHOPIFY INC$318.2K1,9770.0%
Alibaba Group Holding LtdBABAADR$319.4K2,1790.0%
VANGUARD WORLD FD$319.6K4240.0%
WELLS FARGO & COMPANY/MN$322.6K3,4610.0%
Digital Realty Trust Inc$326.6K2,1110.0%
iShares MSCI UAE ETF$327.3K2,2010.0%
CrowdStrike Holdings, Inc.$329.5K7030.0%
COLGATE PALMOLIVE CO$330.8K4,1860.0%
MICROVISION, INC.$331.2K400,0000.0%
SCHWAB STRATEGIC TR$333.3K10,1780.0%
BIOGEN INC.$336.0K1,9090.0%
LLOYDS BANKING GROUP PLC$336.2K63,4380.0%
Rockwell Automation Inc$338.3K8690.0%
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