Boulder Wealth Advisors, LLC at 2022-12-31

Filling information for Boulder Wealth Advisors, LLC as Treemap, investor disclosed 138 total holdings based on 2022-12-31 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount
00287Y109 00287Y109 ABBVIE INC COM COM 31 194
46641Q654 46641Q654 JP MORGAN ETF TRUST ULTRA SHRT MUNICIPAL INC ETF ULTRA SHRT MUNICIPAL INC ETF 1017 20119
90384S303 90384S303 ULTA BEAUTY INC COM COM 5 10
037833100 037833100 APPLE INC COM COM 766 5896
808524862 808524862 SCHWAB STRATEGIC TR SHT TM US TRES ETF SHT TM US TRES ETF 7 140
084670702 084670702 BERKSHIRE HATHAWAY INC COM CL B COM CL B 1130 3657
86765K109 86765K109 SUNOCO LP COM UNIT REPSTG LTD PARTNER COM UNIT REPSTG LTD PARTNER 5 120
24703L202 24703L202 DELL TECHNOLOGIES INC COM CL C COM CL C 25 628
57636Q104 57636Q104 MASTERCARD INCORPORATED COM CL A COM CL A 17 50
79466L302 79466L302 SALESFORCE INC COM COM 7 50
83304A106 83304A106 SNAP INC COM CL A COM CL A 0 3
67066G104 67066G104 NVIDIA CORP COM COM 50 340
524ESC9Q5 524ESC9Q5 LEHMAN BROTHERS HOLDING INC ES NOTE ESCROW PERP NOTE ESCROW PERP 0 25
09260D107 09260D107 BLACKSTONE INC COM COM 20 263
808524672 808524672 SCHWAB STRATEGIC TR INTERNATIONAL DIVIDEND EQUI INTERNATIONAL DIVIDEND EQUI 13 565
922908769 922908769 VANGUARD TOTAL STK MKT ETF TOTAL STK MKT ETF 50 260
808524839 808524839 SCHWAB STRATEGIC TR US AGGREGATE B ETF US AGGREGATE B ETF 6 140
91324P102 91324P102 UNITEDHEALTH GROUP INC COM COM 6 12
921910725 921910725 VANGUARD ESG INTL STK ETF ESG INTL STK ETF 5 97
38141G104 38141G104 GOLDMAN SACHS GROUP INC COM COM 39 113
517834107 517834107 LAS VEGAS SANDS CORP COM COM 2 50
43232VTR2 43232VTR2 HILLSBOROUGH CNTY FLA SCH BRD REF COPS REV CLBL REF COPS REV CLBL 37 35
855244109 855244109 STARBUCKS CORP COM COM 0 1
46434V878 46434V878 ISHARES TRUST BLACKROCK ULTRA SHT TRM BD BLACKROCK ULTRA SHT TRM BD 5666 113239
808524805 808524805 SCHWAB STRATEGIC TR INTL EQTY ETF INTL EQTY ETF 13 403
970225DV7 970225DV7 WILLIAMSPORT PA SAN AUTH SWR R BDS REV CLBL BDS REV CLBL 39 35
478160104 478160104 JOHNSON & JOHNSON COM COM 20 114
713448108 713448108 PEPSICO INC COM COM 0 1
244199105 244199105 DEERE & CO COM COM 8 18
46090E103 46090E103 INVESCO QQQ TRUST UNIT SER 1 ETF UNIT SER 1 ETF 88 330
19679RHF0 19679RHF0 COLORADO WTR RES & PWR DEV AUT REV BDS CLBL REV BDS CLBL 10 10
29446M102 29446M102 EQUINOR ASA ADR ADR 5 130
02079K107 02079K107 ALPHABET INC COM CL C COM CL C 121 1362
464287614 464287614 ISHARES TRUST RUS 1000 GRW ETF RUS 1000 GRW ETF 4970 23200
33738R605 33738R605 FIRST TR EXCHANGE TRADED FD VI DORSEY WRT 5 ETF DORSEY WRT 5 ETF 80 1725
81199ABU1 81199ABU1 SEA CONTAINERS LTD ESCROW ESCROW 0 20
910047109 910047109 UNITED AIRLINES HOLDINGS COM COM 40 1066
19260Q107 19260Q107 COINBASE GLOBAL INC COM CL A COM CL A 0 12
88160R101 88160R101 TESLA INC COM COM 63 510
891160509 891160509 TORONTO-DOMINION BANK COM COM 50 774
11135F101 11135F101 BROADCOM INC COM COM 314 561
036752103 036752103 ELEVANCE HEALTH INC COM COM 5 10
12008R107 12008R107 BUILDERS FIRSTSOURCE INC COM COM 8 116
72201R718 72201R718 PIMCO ETF TRUST ENHNCD LW DUR AC ETF ENHNCD LW DUR AC ETF 9951 105574
87612E106 87612E106 TARGET CORP COM COM 3 21
345370860 345370860 FORD MOTOR CO COM COM 27 2294
18452B209 18452B209 CLEANSPARK INC COM COM 0 50
836753LQ4 836753LQ4 SOUTH BROWARD HOSP DIST FLA RE REF REV BDS REF REV BDS 21 20
660393R35 660393R35 NORTH LAS VEGAS NEV GO LTD TAX BLDG REF B REV CLBL GO LTD TAX BLDG REF B REV CLBL 55 50
763165107 763165107 RICHARDSON ELECTRONICS COM COM 4 200
707569109 707569109 PENN ENTERTAINMENT INC COM COM 2 70
49126KKP5 49126KKP5 KENTUCKY ECONOMIC DEV FIN AUTH REV BDS CLBL REV BDS CLBL 32 30
651639106 651639106 NEWMONT CORPORATION COM COM 9 200
46436E569 46436E569 ISHARES TRUST ESG SCREENED S&P 500 ETF ESG SCREENED S&P 500 ETF 6 215
59333RGT5 59333RGT5 MIAMI DADE CNTY FLA SCH BRD GO SCH BDS CLBL GO SCH BDS CLBL 37 35
H17182108 H17182108 CRISPR THERAPEUTICS AG COM COM 8 200
46120E602 46120E602 INTUITIVE SURGICAL INC COM COM 84 315
67103H107 67103H107 OREILLY AUTOMOTIVE INC NEW COM COM 6 7
46641Q837 46641Q837 JP MORGAN ETF TRUST ULTRA-SHORT INCOME ETF ULTRA-SHORT INCOME ETF 1937 38638
44501Q104 44501Q104 HUMBL INC COM COM 0 313
76804ACV5 76804ACV5 RIVER CITY INC KY PKG AUTH REV FIRST MTG REV REF BDS CLBL FIRST MTG REV REF BDS CLBL 38 35
89532E208 89532E208 TREVENA INC COM COM 0 8
808524797 808524797 SCHWAB STRATEGIC TR US DIVIDEND EQ ETF US DIVIDEND EQ ETF 7161 94802
15961R105 15961R105 CHARGEPOINT HOLDINGS INC COM CL A COM CL A 3 300
46435G425 46435G425 ISHARES TRUST ESG AWARE MSCI USA ETF ESG AWARE MSCI USA ETF 11959 141105
64966LZX2 64966LZX2 NEW YORK N Y TAX EXEMPT GO BDS CLBL TAX EXEMPT GO BDS CLBL 26 25
55024U109 55024U109 LUMENTUM HLDGS INC COM COM 0 2
898797EJ0 898797EJ0 TUCSON ARIZ REV REF OBLIGS CLBL REV REF OBLIGS CLBL 33 30
912796YN3 912796YN3 UNITED STATES TREASURY BILLS BILL BILL 50 51
928563402 928563402 VMWARE INC COM CL A COM CL A 58 476
717081103 717081103 PFIZER INC COM COM 5 107
084423102 084423102 BERKLEY (WR) CORP COM COM 5 75
464288679 464288679 ISHARES TRUST SHORT TREAS BD ETF SHORT TREAS BD ETF 671 6100
808524102 808524102 SCHWAB STRATEGIC TR US BRD MKT ETF US BRD MKT ETF 13727 306330
81369Y704 81369Y704 SELECT SECTOR SPDR TRUST SBI INT-INDS ETF SBI INT-INDS ETF 0 1
19648FAJ3 19648FAJ3 COLORADO HEALTH FACS AUTH REV BDS CLBL REV BDS CLBL 27 25
00507V109 00507V109 ACTIVISION BLIZZARD INC COM COM 5 64
002824100 002824100 ABBOTT LABORATORIES COM COM 55 500
808524409 808524409 SCHWAB STRATEGIC TR US LCAP VA ETF US LCAP VA ETF 27 402
102885HK9 102885HK9 BOWLING GREEN ST UNIV OHIO GEN GEN RECEIPTS BDS REV CLBL GEN RECEIPTS BDS REV CLBL 42 40
26142V105 26142V105 DRAFTKINGS INC COM CL A COM CL A 3 273
31298E2W4 31298E2W4 FED HOME LOAN MTG CORP MBS C46189 MBS C46189 0 95
G65163100 G65163100 JOBY AVIATION INC COM COM 5 1350
46137V100 46137V100 INVESCO EXCHANGE TRADED FD TR AEROSPACE DEFN ETF AEROSPACE DEFN ETF 8 100
464287200 464287200 ISHARES TRUST CORE S&P500 ETF CORE S&P500 ETF 16823 43785
74762E102 74762E102 QUANTA SERVICES COM COM 5 37
90138F102 90138F102 TWILIO INC COM CL A COM CL A 5 95
02079K305 02079K305 ALPHABET INC COM CL A COM CL A 74 840
00724F101 00724F101 ADOBE INC COM COM 10 30
78464A300 78464A300 SPDR SERIES TRUST S&P 600 SMCP VAL ETF S&P 600 SMCP VAL ETF 14 195
464287150 464287150 ISHARES TRUST CORE S&P TTL STK ETF CORE S&P TTL STK ETF 121 1426
007903107 007903107 ADVANCED MICRO DEVICES INC COM COM 2 36
529050ER3 529050ER3 LEXINGTON CNTY S C HEALTH SVCS BDS REV CLBL BDS REV CLBL 36 35
28335TCE1 28335TCE1 EL MONTE CALIF WTR AUTH BDS REV CLBL BDS REV CLBL 28 25
925199AT8 925199AT8 VERSAILLES KY PUB PPTYS INC RE FIRST MTG REV BDS CLBL FIRST MTG REV BDS CLBL 46 45
097023105 097023105 BOEING CO COM COM 19 100
922908736 922908736 VANGUARD GROWTH ETF GROWTH ETF 40 189
577096100 577096100 MATTERPORT INC COM CL A COM CL A 3 972
78464A409 78464A409 SPDR SERIES TRUST PRTFLO S&P500 GW ETF PRTFLO S&P500 GW ETF 10895 215018
719405102 719405102 PHOTRONICS INC COM COM 3 200
81369Y605 81369Y605 SELECT SECTOR SPDR TRUST FINANCIAL ETF FINANCIAL ETF 0 1
55405Y100 55405Y100 MACOM TECH SOLUTIONS HLDGS COM COM 0 2
464287622 464287622 ISHARES TRUST RUS 1000 ETF RUS 1000 ETF 1185 5628
76954A103 76954A103 RIVIAN AUTOMOTIVE INC COM CL A COM CL A 3 150
67092P607 67092P607 NUVEEN ESG NUVEEN ESG SMALL CAP ETF NUVEEN ESG SMALL CAP ETF 2 68
023135106 023135106 AMAZON COM INC COM COM 77 921
594918104 594918104 MICROSOFT CORP COM COM 230 960
912828ZD5 912828ZD5 UNITED STATES TREASURY NOTES NOTE NOTE 20 20
46625H100 46625H100 JP MORGAN CHASE & CO COM COM 43 320
464289859 464289859 ISHARES TRUST AGGRES ALLOC ETF AGGRES ALLOC ETF 52 869
191216100 191216100 COCA-COLA CO COM COM 0 1
67092P201 67092P201 NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF NUVEEN ESG LRG CAP GRWTH ETF 7 146
88322Q108 88322Q108 TG THERAPEUTICS INC COM COM 2 200
912796XR5 912796XR5 UNITED STATES TREASURY BILLS BILL BILL 50 50
629377508 629377508 NRG ENERGY INC COM COM 0 2
20825C104 20825C104 CONOCOPHILLIPS COM COM 6 54
126650100 126650100 CVS HEALTH CORPORATION COM COM 10 106
464289867 464289867 ISHARES TRUST GRWT ALLOCAT ETF GRWT ALLOCAT ETF 144 3049
921946406 921946406 VANGUARD HIGH DIV YLD ETF HIGH DIV YLD ETF 12361 114235
59333TDX5 59333TDX5 MIAMI-DADE CNTY FLA PUB FACS R REV AND REF BDS CLBL REV AND REF BDS CLBL 31 30
68375N103 68375N103 OPKO HEALTH INC COM COM 0 300
031162100 031162100 AMGEN INC COM COM 42 161
92189H839 92189H839 VANECK ETF TRUST VANECK SOCIAL SENTIMENT ETF VANECK SOCIAL SENTIMENT ETF 1 100
960660BB3 960660BB3 WESTMINSTER COLO ECONOMIC DEV REV REF BDS CLBL REV REF BDS CLBL 35 35
70614W100 70614W100 PELOTON INTERACTIVE INC COM CL A COM CL A 0 10
67092P300 67092P300 NUVEEN ESG NUVEEN ESG LRG CAP VAL ETF NUVEEN ESG LRG CAP VAL ETF 8 223
25278X109 25278X109 DIAMONDBACK ENERGY INC COM COM 7 50
337738108 337738108 FISERV INC COM COM 9 90
744320102 744320102 PRUDENTIAL FINANCIAL INC COM COM 10 100
254687106 254687106 WALT DISNEY COMPANY (THE) COM COM 23 265
922908363 922908363 VANGUARD S&P 500 ETF SHS S&P 500 ETF SHS 137 390
98138J206 98138J206 WORKHORSE GROUP INC COM COM 0 300
925550105 925550105 VIAVI SOLUTIONS INC COM COM 0 12
50202P105 50202P105 LI-CYCLE HOLDINGS CORP COM COM 0 100
46431W507 46431W507 ISHARES US ETF TRUST BLACKROCK SH MATURITY BD ETF BLACKROCK SH MATURITY BD ETF 8241 167268
86800U104 86800U104 SUPER MICRO COMPUTER INC COM COM 5 55
921910733 921910733 VANGUARD ESG US STK ETF ESG US STK ETF 6 95
912796YJ2 912796YJ2 UNITED STATES TREASURY BILLS BILL BILL 50 52

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