Boulder Wealth Advisors, LLC
- SEC CIK
- 0001874080
- Latest filing
- Aug 7, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Dec 3, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 24
- +1 vs. Q1 2024
- Portfolio value
- $171.4M
- +$9.94M (+6.2%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 1,150 | $222.2K | 0.1% | +1,150 | New | History |
| Vanguard S&P 500 ETF922908363 | ETF | 445 | $222.6K | 0.1% | 00.0% | Unchanged | – |
| TSLATesla, Inc. | Stock | 1,212 | $239.8K | 0.1% | −86−6.6% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 1,472 | $268.1K | 0.2% | −342−18.9% | Reduced | History |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 2,496 | $295.8K | 0.2% | 00.0% | Unchanged | – |
| GOOGAlphabet Inc. | Stock | 1,820 | $333.7K | 0.2% | +317+21.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 698 | $351.9K | 0.2% | +23+3.4% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 787 | $428.2K | 0.2% | 00.0% | Unchanged | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,068 | $694.1K | 0.4% | 00.0% | Unchanged | – |
| NVDANVIDIA Corp | Stock | 6,370 | $787.0K | 0.5% | +380+6.3% | AddedConverted for a 10-for-1 split | History |
| AVGOBroadcom Inc. | Stock | 602 | $965.7K | 0.6% | −25−4.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 2,544 | $1.14M | 0.7% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 6,599 | $1.39M | 0.8% | −146−2.2% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,670 | $1.49M | 0.9% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 41,254 | $2.09M | 1.2% | +14,098+51.9% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 35,221 | $2.82M | 1.6% | +2,336+7.1% | Added | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 70,452 | $6.84M | 4.0% | +2,278+3.3% | Added | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 186,376 | $8.63M | 5.0% | +357+0.2% | Added | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 352,906 | $13.4M | 7.8% | +9,317+2.7% | Added | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 105,697 | $18.0M | 10.5% | +2,407+2.3% | Added | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 172,642 | $20.6M | 12.0% | +3,096+1.8% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 79,924 | $29.1M | 17.0% | +1,313+1.7% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 54,474 | $29.8M | 17.4% | +1,201+2.3% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 496,442 | $31.2M | 18.2% | +12,324+2.5% | Added | – |