The Analysis of Boulder Wealth Advisors, LLC's Holdings
Currently, Boulder Wealth Advisors, LLC holds 28 types of securities in its portfolio with a total value $215.1M. In the most recent quarter, they have increased their positions in IVV (+21.2K shares, valued at $14.2M), JMUB (+185.6K shares, valued at $9.4M), JPLD (+156.2K shares, valued at $8.2M); decreased their positions in ICSH (-169.5K shares, valued at $8.6M), JCPB (-162.1K shares, valued at $7.7M), PRF (-74.3K shares, valued at $3.4M); initiated new positions in JMUB (+185.6K shares, valued at $9.4M), JPLD (+156.2K shares, valued at $8.2M), NEAR (+15.2K shares, valued at $778.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR69.0K shares44.42%2025-09-302025-11-13
SCHB SCHWAB STRATEGIC TR1.6M shares0.78%2025-09-302025-11-13 IWF ISHARES TR61.1K shares0.85%2025-09-302025-11-13 QUAL ISHARES TR145.5K shares8.56%2025-09-302025-11-13 PRF INVESCO EXCHANGE TRADED FD T460.1K shares-13.90%2025-09-302025-11-13 JMUB J P MORGAN EXCHANGE TRADED F185.6K sharesnew addition2025-09-302025-11-13 JPLD J P MORGAN EXCHANGE TRADED F156.2K sharesnew addition2025-09-302025-11-13 JMST J P MORGAN EXCHANGE TRADED F159.3K shares-2.39%2025-09-302025-11-13 ESGU ISHARES TR34.1K shares6.51%2025-09-302025-11-13 SPYG SPDR SERIES TRUST41.8K shares0.55%2025-09-302025-11-13 AVGO BROADCOM INC6.8K shares17.57%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL4.3K shares8.51%2025-09-302025-11-13 ICSH ISHARES TR40.7K shares-80.63%2025-09-302025-11-13 AAPL APPLE INC6.1K shares-8.79%2025-09-302025-11-13 JCPB J P MORGAN EXCHANGE TRADED F29.4K shares-84.63%2025-09-302025-11-13 MSFT MICROSOFT CORP2.6K shares-4.20%2025-09-302025-11-13 NEAR ISHARES U S ETF TR15.2K sharesnew addition2025-09-302025-11-13 NVDA NVIDIA CORPORATION3.7K shares-41.02%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR787 shares0.00%2025-09-302025-11-13 AMZN AMAZON COM INC1.7K shares10.71%2025-09-302025-11-13 GOOG ALPHABET INC1.4K shares-23.11%2025-09-302025-11-13 MGV VANGUARD WORLD FD2.5K shares0.00%2025-09-302025-11-13 GOOGL ALPHABET INC1.4K shares-5.44%2025-09-302025-11-13 VOO VANGUARD INDEX FDS544 shares33.01%2025-09-302025-11-13 QQQ INVESCO QQQ TR523 shares12.96%2025-09-302025-11-13 SPYM SPDR SERIES TRUST3.7K shares17.61%2025-09-302025-11-13 TSLA TESLA INC630 sharesnew addition2025-09-302025-11-13 XEL XCEL ENERGY INC3.3K sharesnew addition2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available