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CIK: 0001874080
Total reported value
$274.3M
$274.3M
27 檔
48.4%
As reported in its official Q4 2024 Form 13F filing, Boulder Wealth Advisors, LLC's tracked investment portfolio stood at $274.3M with 27 total positions.
During Q4 2024, Boulder Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 17.84% | +1.15% | +203.65% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.23% | +0.92% | +1.09% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 12.63% | +0.75% | +10.58% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 12.04% | +0.85% | +3.22% | |
| 5 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 11.66% | +0.05% | +0.69% | |
| 6 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 9.75% | +0.70% | +28.26% | |
| 7 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 4.39% | -0.09% | EXIT | |
| 8 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 3.85% | — | +1.26% | |
| 9 | ICSH | Ishares Ultra Short Duration | ETF-Other | 3.46% | -4.47% | EXIT | |
| 10 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.90% | -3.34% | -13.14% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.83% | +0.21% | +6.26% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | -0.07% | +4.60% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.84% | -0.14% | -2.71% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 0.69% | +0.40% | -1.49% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | -0.03% | +5.29% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | -0.02% | +8.44% | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 0.37% | — | — | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | +0.01% | — | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.22% | -0.01% | — | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | +0.03% | -1.63% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | -0.02% | +19.30% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.16% | — | -12.32% | |
| 23 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.16% | — | — | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | +0.03% | — | |
| 25 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.12% | — | +96.17% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | +0.01% | -8.09% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.11% | +0.08% | NEW |
According to official SEC Form 13F filings, Boulder Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $274.3M across 27 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHB, IVV, IWF) accounted for 48.4% of total reported equity market value during Q4 2024.
During Q4 2024, Boulder Wealth Advisors, LLC's top holdings by market value included SCHB (17.8%)、IVV (14.2%)、IWF (12.6%). The largest single position, SCHB, represented 17.8% of total portfolio value.
In Q4 2024, Boulder Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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