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Boulder Wealth Advisors, LLC

SEC CIK
0001874080
Latest filing
Aug 7, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 21, 2023. Long positions only.

Institution overview
Positions
138
No filing for Q3 2022
Portfolio value
$111.7M
No filing for Q3 2022
Filed
Feb 21, 2023
SEC

Boulder Wealth Advisors, LLC did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Boulder Wealth Advisors, LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
SBUXStarbucks CorpStock1$00.0%––History
KOCoca Cola CoStock1$00.0%––History
PEPPepsiCo IncStock1$00.0%––History
SNAPSnap IncStock3$00.0%––History
State Street Financial Select Sector SPDR ETF81369Y605ETF1$00.0%–––
State Street Industrial Select Sector SPDR ETF81369Y704ETF1$00.0%–––
NRGNRG Energy, Inc.Stock2$00.0%––History
COINCoinbase Global, Inc.COM CL A12$00.0%––History
PTONPeloton Interactive, Inc.CL A COM10$00.0%––History
CLSKCleanspark, Inc.COM NEW50$00.0%––History
LITELumentum Holdings Inc.COM2$00.0%––History
MTSIMACOM Technology Solutions Holdings, Inc.COM2$00.0%––History
VIAVViavi Solutions Inc.COM12$00.0%––History
OPKOpko Health, Inc.COM300$00.0%––History
RWAXTap Real Estate Technologies, Inc.COM313$00.0%––History
WKHSWorkhorse Group Inc.COM NEW300$00.0%––History
LICYLi-Cycle Holdings Corp.COMMON SHARES100$00.0%––History
TRVNTrevena IncCOM NEW8$00.0%––History
VanEck Vectors ETF Tr92189H839SOCIAL SENTIMENT100$1.00K<0.1%–––
AMDAdvanced Micro Devices IncStock36$2.00K<0.1%––History
PENNPENN Entertainment, Inc.COM70$2.00K<0.1%––History
TGTXTG Therapeutics, Inc.COM200$2.00K<0.1%––History
Nushares ETF Tr67092P607NUVEEN ESG SMLCP68$2.00K<0.1%–––
LVSLas Vegas Sands CorpCOM50$2.00K<0.1%––History
DKNGDraftKings Inc.Stock273$3.00K<0.1%––History
RIVNRivian Automotive, Inc.Stock150$3.00K<0.1%––History
TGTTarget CorpStock21$3.00K<0.1%––History
PLABPhotronics IncCOM200$3.00K<0.1%––History
CHPTChargePoint Holdings, Inc.COM CL A300$3.00K<0.1%––History
MTTRMatterport, Inc.COM CL A972$3.00K<0.1%––History
RELLRichardson Electronics, Ltd.COM200$4.00K<0.1%––History
ULTAUlta Beauty, Inc.Stock10$5.00K<0.1%––History
ELVElevance Health, Inc.Stock10$5.00K<0.1%––History
PFEPfizer IncStock107$5.00K<0.1%––History
WRBBerkley W R CorpCOM75$5.00K<0.1%––History
PWRQuanta Services, Inc.COM37$5.00K<0.1%––History
JOBYJoby Aviation, Inc.COMMON STOCK1,350$5.00K<0.1%––History
SUNSunoco LPCOM UT REP LP120$5.00K<0.1%––History
EQNREquinor ASASPONSORED ADR130$5.00K<0.1%––History
TWLOTwilio IncCL A95$5.00K<0.1%––History
Vanguard World FD921910725ESG INTL STK ETF97$5.00K<0.1%–––
ATVIActivision Blizzard, Inc.COM64$5.00K<0.1%––History
SMCISuper Micro Computer, Inc.COM55$5.00K<0.1%––History
Schwab US Aggregate Bond ETF808524839ETF140$6.00K<0.1%–––
COPConocoPhillipsStock54$6.00K<0.1%––History
UNHUnitedHealth Group IncStock12$6.00K<0.1%––History
ORLYO Reilly Automotive IncStock7$6.00K<0.1%––History
Vanguard World FD921910733ESG US STK ETF95$6.00K<0.1%–––
iShares Tr46436E569ESG SELECT SCRE215$6.00K<0.1%–––
FANGDiamondback Energy, Inc.Stock50$7.00K<0.1%––History
CRMSalesforce, Inc.Stock50$7.00K<0.1%––History
Schwab Strategic Tr808524862SHT TM US TRES140$7.00K<0.1%–––
Nushares ETF Tr67092P201NUVEEN ESG LRGCP146$7.00K<0.1%–––
BLDRBuilders FirstSource, Inc.Stock116$8.00K<0.1%––History
DEDeere & CoStock18$8.00K<0.1%––History
CRSPCRISPR Therapeutics AGNAMEN AKT200$8.00K<0.1%––History
Nushares ETF Tr67092P300NUVEEN ESG LRGVL223$8.00K<0.1%–––
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN100$8.00K<0.1%–––
NEMNEWMONT CorpStock200$9.00K<0.1%––History
FISVFiserv IncStock90$9.00K<0.1%––History
PRUPrudential Financial IncStock100$10.0K<0.1%––History
ADBEAdobe Inc.Stock30$10.0K<0.1%––History
CVSCVS Health CorpStock106$10.0K<0.1%––History
Colorado WTR Res & PWR Dev Aut Rev BDS CLBL19679RHF0REV BDS CLBL–$10.0K<0.1%–––
Schwab International Equity ETF808524805ETF403$13.0K<0.1%–––
Schwab Strategic Tr808524672INTERNL DIVID565$13.0K<0.1%–––
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF195$14.0K<0.1%–––
MAMastercard IncStock50$17.0K<0.1%––History
BABoeing CoStock100$19.0K<0.1%––History
JNJJohnson & JohnsonStock114$20.0K<0.1%––History
BXBlackstone Inc.COM263$20.0K<0.1%––History
United States Treasury Notes Note912828ZD5NOTE–$20.0K<0.1%–––
South Broward Hosp Dist Fla Re Ref Rev BDS836753LQ4REF REV BDS–$21.0K<0.1%–––
DISWalt Disney CoStock265$23.0K<0.1%––History
DELLDell Technologies Inc.Stock628$25.0K<0.1%––History
New York N Y Tax Exempt Go BDS CLBL64966LZX2TAX EXEMPT GO BDS CLBL–$26.0K<0.1%–––
FFord Motor CoStock2,294$27.0K<0.1%––History
Schwab U.S. Large-Cap Value ETF808524409ETF402$27.0K<0.1%–––
Co Health Fac19648FAJ3Convertible/–$27.0K<0.1%–––
El Monte Calif WTR Auth BDS Rev CLBL28335TCE1BDS REV CLBL–$28.0K<0.1%–––
ABBVAbbVie Inc.Stock194$31.0K<0.1%––History
Miami-Dade Cnty Fla Pub Facs R Rev and Ref BDS CLBL59333TDX5REV AND REF BDS CLBL–$31.0K<0.1%–––
Kentucky Economic Dev Fin Auth Rev BDS CLBL49126KKP5REV BDS CLBL–$32.0K<0.1%–––
Tucson Ariz Rev Ref Obligs CLBL898797EJ0REV REF OBLIGS CLBL–$33.0K<0.1%–––
Westminster Colo Economic Dev Rev Ref BDS CLBL960660BB3REV REF BDS CLBL–$35.0K<0.1%–––
Lexington Cnty SC Health Svcs Dist Inc Hosp Rev, BDS, Lexington Med Ctr529050ER3Revenue Supported Bonds - non-taxable–$36.0K<0.1%–––
Hillsborough Cnty Fla SCH BRD Ref Cops Rev CLBL43232VTR2REF COPS REV CLBL–$37.0K<0.1%–––
Miami Dade Cnty Fla SCH BRD Go SCH BDS CLBL59333RGT5GO SCH BDS CLBL–$37.0K<0.1%–––
River City Inc Ky PKG Auth Rev First Mtg Rev Ref BDS CLBL76804ACV5FIRST MTG REV REF BDS CLBL–$38.0K<0.1%–––
GSGoldman Sachs Group IncStock113$39.0K<0.1%––History
Williamsport Pa San Auth SWR R BDS Rev CLBL970225DV7BDS REV CLBL–$39.0K<0.1%–––
Vanguard Morningstar Growth ETF922908736ETF189$40.0K<0.1%–––
UALUnited Airlines Holdings, Inc.COM1,066$40.0K<0.1%––History
AMGNAmgen IncStock161$42.0K<0.1%––History
Bowling Green St Univ Ohio Gen Gen Receipts BDS Rev CLBL102885HK9GEN RECEIPTS BDS REV CLBL–$42.0K<0.1%–––
JPMJPMorgan Chase & CoStock320$43.0K<0.1%––History
Versailles Ky Pub Pptys Inc Re First Mtg Rev BDS CLBL925199AT8FIRST MTG REV BDS CLBL–$46.0K<0.1%–––
Vanguard Morningstar Total Stock Market ETF922908769ETF260$50.0K<0.1%–––
NVDANVIDIA CorpStock340$50.0K<0.1%––History
TDToronto Dominion BankStock774$50.0K<0.1%––History