Boulder Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Boulder Wealth Advisors, LLCInvestment ActivityBoulder Wealth Advisors, LLC has $171.82 million in total holdings as of March 31, 2025.Boulder Wealth Advisors, LLC owns shares of 26 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 6.86% of the portfolio was purchased this quarter.About 14.81% of the portfolio was sold this quarter.This quarter, Boulder Wealth Advisors, LLC has purchased 27 new stocks and bought additional shares in 16 stocks.Boulder Wealth Advisors, LLC sold shares of 5 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab US Broad Market ETF $33,600,061iShares Core S&P 500 ETF $26,855,559iShares MSCI USA Quality Factor ETF $22,908,017iShares Russell 1000 Growth ETF $21,883,286Invesco RAFI US 1000 ETF $21,594,538 Largest New Holdings this Quarter 78464A854 - SPDR Portfolio S&P 500 ETF $205,368 Holding Largest Purchases this Quarter iShares Ultra Short-Term Bond Active ETF 77,229 shares (about $3.92M)JPMorgan Ultra-Short Municipal ETF 52,349 shares (about $2.66M)Invesco RAFI US 1000 ETF 65,202 shares (about $2.63M)Schwab US Broad Market ETF 35,343 shares (about $760.93K)iShares Core S&P 500 ETF 880 shares (about $494.47K) Largest Sales this Quarter iShares ESG Aware MSCI USA ETF 143,496 shares (about $17.49M)iShares Russell 1000 Growth ETF 411 shares (about $148.41K)Alphabet 154 shares (about $24.05K)Palo Alto Networks 26 shares (about $4.44K)Alphabet 1 shares (about $154.64) Sector Allocation Over TimeMap of 500 Largest Holdings ofBoulder Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHBSchwab US Broad Market ETF$33,600,061$760,935 ▲2.3%1,560,61619.6%ETFIVViShares Core S&P 500 ETF$26,855,559$494,474 ▲1.9%47,79415.6%ETFQUALiShares MSCI USA Quality Factor ETF$22,908,017$484,645 ▲2.2%134,05113.3%ETFIWFiShares Russell 1000 Growth ETF$21,883,286$148,409 ▼-0.7%60,60312.7%ETFPRFInvesco RAFI US 1000 ETF$21,594,538$2,634,813 ▲13.9%534,38612.6%ETFICSHiShares Ultra Short-Term Bond Active ETF$10,657,799$3,915,510 ▲58.1%210,2136.2%ETFJCPBJPMorgan Core Plus Bond ETF$9,008,724$320,295 ▲3.7%191,5125.2%ETFJMSTJPMorgan Ultra-Short Municipal ETF$8,301,059$2,661,947 ▲47.2%163,2464.8%ETFESGUiShares ESG Aware MSCI USA ETF$3,907,947$17,493,598 ▼-81.7%32,0562.3%ManufacturingSPYGSPDR Portfolio S&P 500 Growth ETF$3,339,293$98,132 ▲3.0%41,5491.9%ETFBRK.BBerkshire Hathaway$2,110,082$63,910 ▲3.1%3,9621.2%FinanceAAPLApple$1,493,115$48,423 ▲3.4%6,7220.9%Computer and TechnologyMSFTMicrosoft$1,028,166$12,763 ▲1.3%2,7390.6%Computer and TechnologyAVGOBroadcom$972,688$11,217 ▲1.2%5,8100.6%Computer and TechnologyNVDANVIDIA$688,327$29,588 ▲4.5%6,3510.4%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$633,4810.0%3,0680.4%ETFSPYSPDR S&P 500 ETF Trust$440,0890.0%7870.3%FinanceMETAMeta Platforms$427,097$16,139 ▲3.9%7410.2%Computer and TechnologyMGVVanguard Mega Cap Value ETF$321,5850.0%2,4960.2%ETFAMZNAmazon.com$296,615$4,947 ▲1.7%1,5590.2%Retail/WholesaleGOOGAlphabet$287,869$24,054 ▼-7.7%1,8430.2%Computer and TechnologyGOOGLAlphabet$227,475$155 ▼-0.1%1,4710.1%Computer and TechnologyQQQInvesco QQQ$217,110$25,791 ▲13.5%4630.1%FinanceVOOVanguard S&P 500 ETF$210,1890.0%4090.1%ETFPANWPalo Alto Networks$205,451$4,437 ▼-2.1%1,2040.1%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$205,368$205,368 ▲New Holding3,1230.1%ETFXMHQInvesco S&P MidCap Quality ETF$0$7,471,199 ▼-100.0%00.0%ETFTSLATesla$0$313,380 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
