The Analysis of Boulder Wealth Advisors, LLC's Holdings
Currently, Boulder Wealth Advisors, LLC holds 38 types of securities in its portfolio with a total value $236.6M. In the most recent quarter, they have increased their positions in CGMU (+345.2K shares, valued at $9.5M), CGGR (+143.9K shares, valued at $6.4M), JCPB (+92.2K shares, valued at $4.4M); decreased their positions in JPLD (-119.9K shares, valued at $6.3M), JMST (-77.1K shares, valued at $3.9M), JMUB (-32.2K shares, valued at $1.6M); initiated new positions in CGMU (+345.2K shares, valued at $9.5M), CGGR (+143.9K shares, valued at $6.4M), CGHM (+122.0K shares, valued at $3.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR69.8K shares1.11%2025-12-312026-02-05
SCHB SCHWAB STRATEGIC TR1.6M shares0.86%2025-12-312026-02-05 QUAL ISHARES TR146.9K shares0.95%2025-12-312026-02-05 IWF ISHARES TR60.8K shares-0.59%2025-12-312026-02-05 CGMU CAPITAL GRP FIXED INCM ETF T345.2K sharesnew addition2025-12-312026-02-05 JMUB J P MORGAN EXCHANGE TRADED F153.4K shares-17.35%2025-12-312026-02-05 CGGR CAPITAL GROUP GROWTH ETF143.9K sharesnew addition2025-12-312026-02-05 JCPB J P MORGAN EXCHANGE TRADED F121.7K shares313.28%2025-12-312026-02-05 ESGU ISHARES TR35.2K shares3.17%2025-12-312026-02-05 SPYG SPDR SERIES TRUST44.2K shares5.83%2025-12-312026-02-05 JMST J P MORGAN EXCHANGE TRADED F82.2K shares-48.41%2025-12-312026-02-05 CGHM CAPITAL GRP FIXED INCM ETF T122.0K sharesnew addition2025-12-312026-02-05 BROADCOM INC BROADCOM INC7.1K shares3.57%2025-12-312026-02-05 CGSM CAPITAL GRP FIXED INCM ETF T82.5K sharesnew addition2025-12-312026-02-05 AAPL APPLE INC7.5K shares22.38%2025-12-312026-02-05 JPLD J P MORGAN EXCHANGE TRADED F36.2K shares-76.79%2025-12-312026-02-05 JTEK J P MORGAN EXCHANGE TRADED F18.5K sharesnew addition2025-12-312026-02-05 MSFT MICROSOFT CORP2.7K shares2.82%2025-12-312026-02-05 NVDA NVIDIA CORPORATION3.4K shares-8.09%2025-12-312026-02-05 ALPHABET INC ALPHABET INC1.9K shares38.96%2025-12-312026-02-05 ALPHABET INC ALPHABET INC1.8K shares25.90%2025-12-312026-02-05 SPY SPDR S&P 500 ETF TR787 shares0.00%2025-12-312026-02-05 NEAR ISHARES U S ETF TR10.4K shares-31.76%2025-12-312026-02-05 SMMU PIMCO ETF TR9.5K sharesnew addition2025-12-312026-02-05 AMZN AMAZON COM INC1.7K shares-3.13%2025-12-312026-02-05 MGV VANGUARD WORLD FD2.5K shares0.00%2025-12-312026-02-05 SPYM SPDR SERIES TRUST3.5K shares-5.09%2025-12-312026-02-05 META META PLATFORMS INC423 sharesnew addition2025-12-312026-02-05 TSLA TESLA INC605 shares-3.97%2025-12-312026-02-05 JPM JPMORGAN CHASE & CO.774 sharesnew addition2025-12-312026-02-05 XEL XCEL ENERGY INC3.3K shares0.00%2025-12-312026-02-05 USO UNITED STS OIL FD LP31 sharesnew addition2025-12-312026-02-05 PFE PFIZER INC58 sharesnew addition2025-12-312026-02-05 GRAB GRAB HOLDINGS LIMITED100 sharesnew addition2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available