Boulder Wealth Advisors, LLC has disclosed 114 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2022-12-31. The current portfolio value is calculated to be $111.00 Mil. The turnover rate is 0%.
In Boulder Wealth Advisors, LLC's current portfolio as of 2022-12-31, the top 5 holdings are
iShares Core S&P 500 ETF (IVV), Schwab U.S. Broad Market ETF (SCHB), Vanguard High Dividend Yield Indx ETF (VYM), iShares MSCI USA ESG Optimized ETF (ESGU), SPDR Portfolio S&P 500 Growth ETF (SPYG), not including call and put options.
Boulder Wealth Advisors, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Boulder Wealth Advisors, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Boulder Wealth Advisors, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Boulder Wealth Advisors, LLC.