Stock Taper

BSW WEALTH PARTNERS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Welltower Inc.WELL5.83K$1.32M
Boston Scientific CorporationBSX5.79K$247.29K
HSBC Holdings plcHSBC5.61K$533.88K
Blackstone Inc.BX5.54K$651.81K
The Charles Schwab CorporationSCHW5.45K$502.94K
MPLX LpMPLX5.38K$302.83K
Fifth Third BancorpFITB5.34K$300.93K
Johnson & JohnsonJNJ5.26K$1.34M
Banco de ChileBCH5.19K$206.27K
Agilent Technologies, Inc.A5.17K$686.28K
KLA CorporationKLAC5.14K$1.55M
American Water Works Company, Inc.AWK5.13K$675.01K
Meta Platforms, Inc.META5.13K$2.89M
Altria Group, Inc.MO4.92K$353.73K
QUALCOMM IncorporatedQCOM4.91K$906.52K
PACCAR IncPCAR4.9K$588.81K
Bank of America CorporationBAC4.9K$279.14K
Morgan StanleyMS4.8K$1M
Chevron CorporationCVX4.79K$794.73K
Advanced Micro Devices, Inc.AMD4.79K$2.78M