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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

BSW Wealth Partners

Quarter ended Q1 2025 · Filed April 24, 2025 · Accession 0001512601-25-000007

Total Value
$658.6M
Positions
306
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (306)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200174,391$98.0M14.88%
2AMERICAN CENTY ETF TR025072703596,607$39.5M6.00%
3VANGUARD MUN BD FDS922907746751,673$37.3M5.66%
4AMERICAN CENTY ETF TR025072885342,647$31.7M4.81%
5VANGUARD SCOTTSDALE FDS92206C706463,861$27.6M4.18%
6SPDR S&P 500 ETF TRSPY46,628$26.1M3.96%
7APPLE INCAAPL101,023$22.4M3.41%
8ISHARES TR46435G326302,094$20.8M3.16%
9ISHARES TR46432F842169,325$12.8M1.94%
10ISHARES INC46434G103232,610$12.6M1.91%
11AMERICAN CENTY ETF TR025072604195,779$11.8M1.79%
12ISHARES TR464289867169,641$9.8M1.48%
13ISHARES GOLD TRIAU149,779$8.8M1.34%
14AMERICAN CENTY ETF TR025072372183,098$8.6M1.31%
15VANGUARD WORLD FD92191084064,152$8.3M1.25%
16NVIDIA CORPORATIONNVDA70,630$7.7M1.16%
17MICROSOFT CORPMSFT17,792$6.7M1.01%
18VANGUARD INDEX FDS92290836312,647$6.5M0.99%
19VANGUARD INDEX FDS92290876923,407$6.4M0.98%
20VANGUARD TAX-MANAGED FDS921943858123,388$6.3M0.95%
21AMERICAN CENTY ETF TR02507287770,049$6.1M0.93%
22AMAZON COM INCAMZN31,484$6.0M0.91%
23ISHARES TR46435G51669,129$5.6M0.86%
24ISHARES TR46428746568,012$5.6M0.84%
25VANGUARD WORLD FD92191073356,106$5.5M0.83%
26ISHARES TR46428765525,486$5.1M0.77%
27NUSHARES ETF TRNU121,048$4.9M0.74%
28ISHARES TR46434V46424,877$4.8M0.72%
29ISHARES TR46428750779,867$4.7M0.71%
30ALPHABET INCGOOG29,727$4.6M0.71%
31PROCTER AND GAMBLE CO74271810926,339$4.5M0.68%
32NUSHARES ETF TRNU97,614$3.7M0.57%
33ISHARES TR46436E56985,987$3.7M0.56%
34ISHARES TR46428825730,859$3.6M0.55%
35ALPHABET INCGOOG19,540$3.0M0.46%
36ELI LILLY & COLLY3,590$3.0M0.45%
37JPMORGAN CHASE & CO.VYLD12,004$2.9M0.45%
38META PLATFORMS INCMETA4,768$2.7M0.42%
39ISHARES TR46428841425,476$2.7M0.41%
40BERKSHIRE HATHAWAY INC DELBRK-A4,799$2.6M0.39%
41LINDE PLCLIN5,380$2.5M0.38%
42BROADCOM INCAVGO14,672$2.5M0.37%
43WALKER & DUNLOP INCWD28,077$2.4M0.36%
44VANGUARD INTL EQUITY INDEX F92204285852,932$2.4M0.36%
45PEPSICO INCPEP15,245$2.3M0.35%
46SCHWAB STRATEGIC TR808524805114,904$2.3M0.35%
47VISA INCV6,384$2.2M0.34%
48ABBVIE INCABBV9,966$2.1M0.32%
49ISHARES TR46428723447,484$2.1M0.32%
50COCA COLA COKO28,634$2.1M0.31%
51VANGUARD INTL EQUITY INDEX F92204274215,484$1.8M0.27%
52PFIZER INCPFE70,209$1.8M0.27%
53HOME DEPOT INCHD4,726$1.7M0.26%
54TRAVELERS COMPANIES INCTRV6,483$1.7M0.26%
55INVESCO QQQ TRIVZ3,656$1.7M0.26%
56MERCK & CO INCMRK18,826$1.7M0.26%
57ABBOTT LABSABLZF12,556$1.7M0.25%
58SCHWAB STRATEGIC TR80852410277,052$1.7M0.25%
59DELL TECHNOLOGIES INCDELL17,480$1.6M0.24%
60EXXON MOBIL CORPXOM13,234$1.6M0.24%
61TAIWAN SEMICONDUCTOR MFG LTD8740391009,452$1.6M0.24%
62ISHARES TR4642876144,019$1.5M0.22%
63ORACLE CORPORCL-PD10,266$1.4M0.22%
64DISNEY WALT CO25468710614,408$1.4M0.22%
65UNITEDHEALTH GROUP INCUNH2,673$1.4M0.21%
66UNION PAC CORPUNP5,467$1.3M0.20%
67COSTCO WHSL CORP NEW22160K1051,356$1.3M0.19%
68ACCENTURE PLC IRELANDACN4,108$1.3M0.19%
69MASTERCARD INCORPORATEDMA2,264$1.2M0.19%
70VANGUARD INDEX FDS9229087515,521$1.2M0.19%
71INTEL CORPINTC52,232$1.2M0.18%
72INTUITINTU1,907$1.2M0.18%
73NETFLIX INCNFLX1,249$1.2M0.18%
74AUTOMATIC DATA PROCESSING INADP3,759$1.1M0.17%
75DOVER CORPDOV6,418$1.1M0.17%
76VANGUARD INDEX FDS9229086115,948$1.1M0.17%
77AMERICAN EXPRESS COAXP4,028$1.1M0.16%
78AT&T INCT-PC37,489$1.1M0.16%
79SALESFORCE INCCRM3,908$1.0M0.16%
80WALMART INCWMT11,863$1.0M0.16%
81SPDR GOLD TRGLD3,608$1.0M0.16%
82JOHNSON & JOHNSONJNJ6,134$1.0M0.15%
83TJX COS INC NEW8725401098,272$1.0M0.15%
84ISHARES TR4642875985,148$968,6480.15%
85J P MORGAN EXCHANGE TRADED F46641Q65418,367$933,9370.14%
86S&P GLOBAL INCSPGI1,833$931,1500.14%
87SPDR INDEX SHS FDS78463X88925,425$925,7240.14%
88ADVANCED MICRO DEVICES INCAMD8,970$921,6260.14%
89BOOKING HOLDINGS INCBKNG194$894,1700.14%
90VANGUARD INDEX FDS9229085953,505$882,5410.13%
91QUALCOMM INCQCOM5,616$862,6490.13%
92VERIZON COMMUNICATIONS INCVZ18,956$859,8580.13%
93BOSTON SCIENTIFIC CORPBSX8,479$855,3620.13%
94VANGUARD INDEX FDS9229086373,250$835,3480.13%
95BLACKSTONE INCBX5,960$833,1080.13%
96ICICI BANK LIMITEDIBN25,886$815,9350.12%
97GRAINGER W W INC384802104823$813,1360.12%
98T-MOBILE US INCTMUSZ3,047$812,5490.12%
99UBER TECHNOLOGIES INCUBER11,031$803,6890.12%
100LAM RESEARCH CORPLRCX11,020$801,1680.12%
101CATERPILLAR INCCAT2,425$799,6250.12%
102AMGEN INCAMGN2,512$782,4880.12%
103GOLDMAN SACHS GROUP INCGSCE1,429$780,8200.12%
104FISERV INCFISV3,509$774,8920.12%
105CHEVRON CORP NEWCVX4,614$771,8720.12%
106TESLA INCTSLA2,902$752,0830.11%
107PNC FINL SVCS GROUP INC6934751054,216$741,0020.11%
108SELECT SECTOR SPDR TR81369Y8033,561$735,3000.11%
109WABTEC9297401084,005$726,2660.11%
110THERMO FISHER SCIENTIFIC INCTMO1,457$724,7820.11%
111ISHARES TR46435U66318,717$718,9200.11%
112WELLTOWER INCWELL4,661$714,0670.11%
113PHILIP MORRIS INTL INC7181721094,455$707,0900.11%
114LUMEN TECHNOLOGIES INCLUMN180,183$706,3170.11%
115APPLIED MATLS INC0382221054,858$704,9880.11%
116ENTERPRISE PRODS PARTNERS L29379210720,593$703,0380.11%
117NOVO-NORDISK A SNONOF10,055$698,2440.11%
118HSBC HLDGS PLCHBCYF12,141$697,2630.11%
119DEERE & CODE1,479$694,3090.11%
120BROADSTONE NET LEASE INCBNL39,942$680,6120.10%
121SONY GROUP CORPSNEJF26,662$676,9480.10%
122VANGUARD INDEX FDS9229086292,605$673,7460.10%
123SERVICENOW INCNOW835$664,7770.10%
124ASML HOLDING N VASMLF995$659,5560.10%
125VANGUARD SPECIALIZED FUNDS9219088443,395$658,5950.10%
126BANCOLOMBIA S A05968L10216,331$656,5060.10%
127BALL CORPBALL12,432$647,3340.10%
128RELIANCE INCRS2,227$643,0040.10%
129STRYKER CORPORATIONSYK1,680$625,4250.09%
130MORGAN STANLEYMS-PQ5,306$619,0240.09%
131CME GROUP INCCME2,333$618,8540.09%
132ALLSTATE CORPALL-PJ2,985$618,0320.09%
133ISHARES TR4642886615,129$605,9140.09%
134SPDR S&P MIDCAP 400 ETF TRMDY1,118$596,4310.09%
135LOWES COS INC5486611072,526$589,0380.09%
136PROGRESSIVE CORP7433151032,052$580,7530.09%
137AGILENT TECHNOLOGIES INCA4,903$573,5530.09%
138ISHARES TR4642878045,466$571,5950.09%
139HONEYWELL INTL INC4385161062,698$571,2770.09%
140ADOBE INCADBE1,480$567,6240.09%
141CHUBB LIMITEDCB1,872$565,3250.09%
142NIAGEN BIOSCIENCE INCNAGE81,847$564,7440.09%
143SPROTT PHYSICAL GOLD TRSII23,327$561,2480.09%
144CITIGROUP INCC-PR7,870$558,6650.08%
145GE AEROSPACE3696043012,760$552,4160.08%
146CISCO SYS INCCSCO8,648$533,6890.08%
147AMERICAN INTL GROUP INC0268747846,125$532,5300.08%
148CARRIER GLOBAL CORPORATIONCARR8,122$514,9240.08%
149DIGITALOCEAN HLDGS INCDOCN15,256$509,3980.08%
150COLGATE PALMOLIVE COCL5,433$509,1010.08%
151BRISTOL-MYERS SQUIBB COCELG-RI8,340$508,6360.08%
152MOODYS CORPMCO1,083$504,3660.08%
153HDFC BANK LTDHDB7,546$501,3560.08%
154ISHARES TR46434V26614,729$496,0800.08%
155MICROVISION INC DELMVIS400,000$496,0000.08%
156VANGUARD INDEX FDS9229087361,333$494,3720.08%
157WIPRO LTDWIT161,287$493,5390.07%
158NOMURA HLDGS INCNRSCF79,360$488,0630.07%
159VANGUARD INDEX FDS9229086522,779$478,7110.07%
160CINTAS CORPCTAS2,308$474,3520.07%
161SYSCO CORPSYY6,303$472,9820.07%
162SPDR SER TR78464A7633,428$465,1020.07%
163PACCAR INCPCAR4,771$464,5110.07%
164NEXTERA ENERGY INCNEE-PW6,504$461,0720.07%
165TRUIST FINL CORP89832Q10911,084$456,0950.07%
166QUANTA SVCS INC74762E1021,785$453,7110.07%
167TE CONNECTIVITY PLCTEL3,193$451,2450.07%
168VANGUARD WHITEHALL FDS9219464063,491$450,1990.07%
169SANOFISNYNF8,113$449,9470.07%
170RTX CORPORATIONRTX3,370$446,3990.07%
171UNILEVER PLCUNLYF7,473$445,0460.07%
172INTUITIVE SURGICAL INCISRG878$434,7860.07%
173MONDELEZ INTL INC6092071056,390$433,5560.07%
174ILLINOIS TOOL WKS INC4523081091,743$432,2980.07%
175ISHARES TR4642876221,406$431,2760.07%
176MCDONALDS CORPMCD1,377$430,0640.07%
177PROLOGIS INC.PLDGP3,844$429,6780.07%
178RELX PLCRLXXF8,512$429,0720.07%
179INVESCO EXCHANGE TRADED FD TIVZ2,470$427,9560.06%
180GILEAD SCIENCES INCGILD3,812$427,1490.06%
181AUTODESK INCADSK1,626$425,6870.06%
182CBRE GROUP INCCBRE3,217$420,7190.06%
183JOHNSON CTLS INTL PLCG515021055,249$420,5180.06%
184LOCKHEED MARTIN CORPLMT941$420,3860.06%
185BANK NEW YORK MELLON CORP0640581004,953$415,4230.06%
186ELEVANCE HEALTH INCELV954$415,0180.06%
187ASE TECHNOLOGY HLDG CO LTDASX47,241$413,8320.06%
188COPART INCCPRT7,268$411,2960.06%
189BROADRIDGE FINL SOLUTIONS IN11133T1031,686$408,7100.06%
190SCHWAB CHARLES CORPSCHW-PJ5,185$405,8920.06%
191NOVARTIS AGNVSEF3,600$401,3580.06%
192MERCADOLIBRE INCMELI204$397,9780.06%
193BANCO BILBAO VIZCAYA ARGENTABBVXF29,101$396,3560.06%
194GARMIN LTDGRMN1,818$394,7710.06%
195HCA HEALTHCARE INCHCA1,134$391,8600.06%
196OTIS WORLDWIDE CORPOTIS3,782$390,3400.06%
197INFOSYS LTDINFY21,363$389,8700.06%
198SHERWIN WILLIAMS COSHW1,096$382,5640.06%
199ARISTA NETWORKS INCANET4,935$382,3830.06%
200ISHARES TR4642871503,118$380,4160.06%
201EQUINIX INCEQIX453$369,3390.06%
202SYNOPSYS INCSNPS859$368,3830.06%
203AMERICAN TOWER CORP NEW03027X1001,681$365,6840.06%
204VANGUARD WORLD FD92204A3062,789$361,7610.05%
205BP PLCBPPFF10,681$360,8960.05%
206MOTOROLA SOLUTIONS INCMSI822$359,8820.05%
207DUPONT DE NEMOURS INCDD4,787$357,4930.05%
208DOORDASH INCDASH1,942$354,9390.05%
209SCHWAB STRATEGIC TR80852470612,818$353,3840.05%
210HONDA MOTOR LTDHNDAF12,970$351,8820.05%
211CONAGRA BRANDS INCCAG13,134$350,2840.05%
212INTERCONTINENTAL EXCHANGE IN45866F1042,027$349,6710.05%
213SCHWAB STRATEGIC TR80852420115,711$346,9020.05%
214SAP SESAPGF1,277$342,7980.05%
215ISHARES TR4642886386,500$341,3800.05%
216UNITED RENTALS INCURI537$336,5380.05%
217PAYCHEX INCPAYX2,163$333,7290.05%
218CONSTELLATION BRANDS INCSTZ1,818$333,6390.05%
219INVESCO EXCH TRADED FD TR IIIVZ4,399$328,6660.05%
220LIVE NATION ENTERTAINMENT INLYV2,490$325,1440.05%
221DANAHER CORPORATION2358511021,575$322,8790.05%
222COGNIZANT TECHNOLOGY SOLUTIOCTSH4,212$322,2500.05%
223VERISK ANALYTICS INCVRSK1,077$320,6740.05%
224KT CORPKT18,009$318,9320.05%
225SELECT SECTOR SPDR TR81369Y6056,267$312,1660.05%
226ABRDN SILVER ETF TRUSTSIVR9,600$312,0960.05%
227KEURIG DR PEPPER INCKDP9,109$311,7210.05%
228CHIPOTLE MEXICAN GRILL INCCMG6,140$308,2900.05%
229PALO ALTO NETWORKS INCPANW1,794$306,1280.05%
230HERSHEY COHSY1,788$305,7810.05%
231CHECK POINT SOFTWARE TECH LTM224651041,341$305,6410.05%
232SUMITOMO MITSUI FINL GROUP I86562M20919,652$303,8200.05%
233US BANCORP DELUSB-PS7,160$302,2810.05%
234ALTRIA GROUP INCMO4,953$297,2650.05%
235AFLAC INCAFL2,641$293,6720.04%
236MPLX LPMPLXP5,376$287,7270.04%
237ISHARES TR46429B6973,067$287,2550.04%
238ONEOK INC NEWOKE2,893$287,0260.04%
239AMERICAN CENTY ETF TR02507A1015,876$285,8090.04%
240CADENCE DESIGN SYSTEM INCCDNS1,122$285,3580.04%
241JD.COM INCJDCMF6,794$279,3690.04%
242WOORI FINL GROUP INC9810641088,316$277,5980.04%
243MARSH & MCLENNAN COS INC5717481021,130$275,8140.04%
244IQVIA HLDGS INCIQV1,540$271,5020.04%
245F N B CORP30252010120,166$271,2320.04%
246ISHARES INC4642865252,302$267,8840.04%
247WASTE CONNECTIONS INCWCN1,369$267,2150.04%
248PENTAIR PLCPNR3,019$264,1050.04%
249SCHWAB STRATEGIC TR80852460711,266$263,9600.04%
250SCHWAB STRATEGIC TR8085247979,423$263,4750.04%
251UNITED MICROELECTRONICS CORPUMC36,716$262,5190.04%
252INVESCO EXCHANGE TRADED FD TIVZ7,601$259,9370.04%
253PRUDENTIAL FINL INCPUKPF2,315$258,5390.04%
254GENUINE PARTS COGPC2,131$253,8870.04%
255ZOETIS INCZTS1,541$253,7220.04%
256KLA CORPKLAC369$250,8540.04%
257FOX CORPFOX4,734$249,5510.04%
258ISHARES INC46434G8637,066$246,9570.04%
259GENERAL MLS INC3703341044,104$245,3570.04%
260LOEWS CORPL2,669$245,3080.04%
261KELLANOVABEKE2,969$244,9130.04%
262HALLIBURTON COHAL9,636$244,4650.04%
263MEDTRONIC PLCMDT2,713$243,8180.04%
264TRANE TECHNOLOGIES PLCTT723$243,6550.04%
265FLEXSHARES TRFLEX1,407$238,8730.04%
266SIMON PPTY GROUP INC NEW8288061091,428$237,2140.04%
267KRAFT HEINZ COKHC7,748$235,7780.04%
268ANALOG DEVICES INCADI1,168$235,5600.04%
269MICRON TECHNOLOGY INCMU2,692$233,8850.04%
270METLIFE INCMET-PF2,895$232,4240.04%
271COLUMBIA ETF TR II19762B2027,862$232,2040.04%
272VANGUARD WORLD FD92204A702424$229,9690.03%
273GE VERNOVA INCGEV749$228,6550.03%
274SHOPIFY INCSHOP2,378$227,0150.03%
275PTC INCPTC1,444$223,7480.03%
276WELLS FARGO CO NEW9497461013,082$221,2780.03%
277TAKE-TWO INTERACTIVE SOFTWARTTWO1,064$220,5140.03%
278FASTENAL COFAST2,840$220,2390.03%
279OMNICOM GROUP INCOMC2,656$220,2350.03%
280ISHARES INC46434G7643,997$220,1950.03%
281ALIBABA GROUP HLDG LTDBBAAY1,636$216,3280.03%
282COUPANG INCCPNG9,861$216,2520.03%
283BLACKROCK INCBLK227$214,8810.03%
284COLUMBIA BKG SYS INC1972361028,603$214,5470.03%
285TELEFONICA BRASIL SAVIV24,548$214,0590.03%
286VALMONT INDS INC920253101750$214,0280.03%
287STERLING INFRASTRUCTURE INCSTRL1,868$211,4760.03%
288EQUITABLE HLDGS INCEQH-PC4,021$209,4540.03%
289CHURCH & DWIGHT CO INCCHD1,902$209,4070.03%
290CHENIERE ENERGY INCLNG903$208,9640.03%
291DIGITAL RLTY TR INC2538681031,441$206,4460.03%
292ISHARES TR4642888852,035$203,4550.03%
293CHUNGHWA TELECOM CO LTDCHT5,174$202,8730.03%
294EBAY INC.EBAY2,989$202,4440.03%
295GERDAU SAGGB69,395$197,0820.03%
296PIEDMONT OFFICE REALTY TR INPDM24,272$178,8850.03%
297BANCO SANTANDER S.A.BCDRF25,319$169,6360.03%
298CORE SCIENTIFIC INC NEW21874A10623,371$169,2060.03%
299V F CORPVFC10,452$162,2150.02%
300LLOYDS BANKING GROUP PLCLLOBF38,984$148,9180.02%
301NOKIA CORPNOKBF19,399$102,2330.02%
302TELEFONICA S ATELFY18,204$84,8310.01%
303BANCO BRADESCO S A05946040230,709$63,8750.01%
304LG DISPLAY CO LTDLPL13,399$41,6710.01%
305BANCO BRADESCO S A05946030313,162$29,3510.00%
306CIA ENERGETICA DE MINAS GERA20440960112,067$21,2380.00%