Stock Taper

BSW WEALTH PARTNERS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Micron Technology, Inc.MU3.02K$3.48M
Wheaton Precious Metals Corp.WPM2.98K$335.16K
CBRE Group, Inc.CBRE2.95K$397.2K
Carrier Global CorporationCARR2.87K$210.29K
The J. M. Smucker CompanySJM2.86K$321.64K
Live Nation Entertainment, Inc.LYV2.85K$522.6K
Lowe's Companies, Inc.LOW2.85K$628.69K
Digital Realty Trust, Inc.DLR2.82K$506.95K
MetLife, Inc.MET2.77K$234.59K
Tesla, Inc.TSLA2.68K$1.13M
Capital One Financial CorporationCOF2.6K$522.29K
Amgen Inc.AMGN2.6K$940.79K
Novartis AGNVS2.6K$406.65K
NetEase, Inc.NTES2.51K$321.89K
Mastercard IncorporatedMA2.51K$1.29M
Biogen Inc.BIIB2.46K$531.94K
Coca-Cola Europacific Partners PLCCCEP2.46K$246.19K
Accenture plcACN2.45K$304.5K
Prudential Financial, Inc.PRU2.44K$262.92K
Caterpillar Inc.CAT2.41K$2.57M