BWA
Boulder Wealth Advisors LLC Portfolio
Invests via Boulder Wealth Advisors LLC | Managed by Boulder Wealth Advisors LLC
Invests via Boulder Wealth Advisors LLC
Managed by Boulder Wealth Advisors LLC
Automatically Tracked
Company Profile
Boulder Wealth Advisors LLC operates at the intersection of personal finance and investment strategy, providing tailored advisory services to clients seeking wealth management solutions. With a focus on enhancing financial well-being, this firm assists individuals and families in navigating complex financial landscapes. The team draws upon a wealth of experience in economic trends and client relations, which positions them as trusted partners for long-term planning and goal achievement. Based in Colorado, Boulder Wealth Advisors has become increasingly relevant within regional markets as they expand their service offerings to include innovative investment opportunities that align with evolving client needs.
Boulder Wealth Advisors LLC operates at the intersection of personal finance and investment strategy, providing tailored advisory services to clients seeking wealth management solutions. With a focus on enhancing financial well-being, this firm assists individuals and families in navigating complex financial landscapes. The team draws upon a wealth of experience in economic trends and client relations, which positions them as trusted partners for long-term planning and goal achievement. Based in Colorado, Boulder Wealth Advisors has become increasingly relevant within regional markets as they expand their service offerings to include innovative investment opportunities that align with evolving client needs.
Investment Philosophy & Strategy
At Boulder Wealth Advisors LLC, a distinctive growth-oriented investment strategy underpins the approach to capital allocation. By identifying emerging market trends and opportunities, this firm aims to cultivate sustainable wealth for clients. The team employs a client-centric philosophy that prioritizes personalized strategies while leveraging in-depth industry analysis to drive informed decision-making. Growth potential is sought not only within traditional assets but also across alternative investments tailored to unique client profiles. This adaptive mindset allows for strategic responsiveness amid dynamic market conditions, positioning Boulder Wealth Advisors as a forward-thinking entity dedicated to advancing clients' financial aspirations.
At Boulder Wealth Advisors LLC, a distinctive growth-oriented investment strategy underpins the approach to capital allocation. By identifying emerging market trends and opportunities, this firm aims to cultivate sustainable wealth for clients. The team employs a client-centric philosophy that prioritizes personalized strategies while leveraging in-depth industry analysis to drive informed decision-making. Growth potential is sought not only within traditional assets but also across alternative investments tailored to unique client profiles. This adaptive mindset allows for strategic responsiveness amid dynamic market conditions, positioning Boulder Wealth Advisors as a forward-thinking entity dedicated to advancing clients' financial aspirations.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
74.1%
Gain +1.09%
Monthly
1.4%
Yearly
18.14%
Drawdown
18.4%
$281.99M
Equity
Holdings
$281.99M
Investment
$211.04M
$97.69M
Profit +$2.32M
Realized
$26.74M
Unrealized
$70.95M
Dividends
$9.88M
Goals
Avg. 78% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.09%
Profit
$2.32M
Win %
88%
This Week
Compared To Last Week
Gain
1.18%
Profit
$3.28M
Win %
88%
This Month
Compared to last month
Gain
1.23%
Profit
$3.42M
Win %
88%
This Year
Compared to last year
Gain
2.81%
Profit
$7.7M
Win %
81%
ASTS AST SpaceMobile, Inc.
+8.69%
+$15,077.44 
DELL Dell Technologies Inc.
+5.43%
+$21,015.99 
AVGO Broadcom Inc.
+3.74%
+$936,736.41 
MSFT Microsoft Corp.
+1.58%
+$21,581.23 
NVDA NVIDIA Corporation
+1.43%
+$9,480.43 
IWF iShares Russell 1000 Growth ETF
+0.93%
+$264,670.44 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.87%
+$37,979.96 
VUG Vanguard Growth ETF
+0.86%
+$13,396.59 
TSLA Tesla, Inc.
+0.8%
+$1,881.24 
BRK-B Berkshire Hathaway Inc.
+0.72%
+$12,944.91 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$16,461.51 
SCHB Schwab U.S. Broad Market ETF
+0.69%
+$336,503.6 
SPY SPDR S&P 500 ETF Trust
+0.68%
+$4,131.73 
AMZN Amazon.com Inc
+0.68%
+$1,965.21 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.67%
+$48,571.96 
IVV iShares Core S&P 500 ETF
+0.66%
+$275,307.67 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.66%
+$16,338.6 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,379.71 
VOO Vanguard S&P 500 ETF
+0.65%
+$2,362.36 
VONV Vanguard Russell 1000 Value Index Fund
+0.55%
+$54,781.2 
PRF Invesco FTSE RAFI US 1000 ETF
+0.34%
+$107,396.93 
QUAL iShares MSCI USA Quality Factor ETF
+0.34%
+$118,255.23 
XEL Xcel Energy Inc.
+0.32%
+$735.75 
SCHD Schwab U.S. Dividend Equity ETF
+0.21%
+$512.89 
JPM JPMorgan Chase & Co.
+0.19%
+$538.02 
AAPL Apple Inc.
+0.15%
+$7,496.36 
CGMU Capital Group Municipal Income ETF
+0.04%
+$3,778.74 
CGSM Capital Group Short Duration Municipal Income ETF
+0.01%
+$948.97 
GOOG Alphabet Inc
-0.31%
-$1,951.73 
GOOGL Alphabet Inc
-0.2%
-$1,353.1 
META Meta Platforms Inc Class A
-0.13%
-$363.59 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.13%
-$377.85 
JMUB JPMorgan Municipal Bond ETF
-0.12%
-$7,184.81 
CGHM Capital Group Municipal High-Income ETF
-0.08%
-$1,742.66 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.01%
-$152.66 Events
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Dividends
Dividend Analysis
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| Trades 343 | Longs Won 260/343 75% | Profit Factor 31.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.22M |
| Average Win $387,933.04 | Best Trade (Oct 06) $13.85M | Sharpe Ratio -10.44 |
| Average Loss -$38,198.76 | Worst Trade (Mar 30) -$789,454.92 | Z-Score 6.3 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 4d | Expectancy $284,816.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,407 | 6,667 | 5,926 | 5,185 | 4,444 | 3,704 | 2,963 | 2,222 | 1,481 | 741 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 15,299 | $3.46M | $5.1M | - | $1.64M | 47.47% | +0.147% |
| AMZN Amazon.com Inc | 1,156 | $233,263.22 | $292,583.6 | - | $59,320.38 | 25.43% | +0.676% |
| ASTS AST SpaceMobile, Inc. | 2,968 | $263,736.48 | $188,527.36 | - | -$75,209.12 | -28.52% | +8.693% |
| AVGO Broadcom Inc. | 69,030 | $21.2M | $25.96M | - | $4.76M | 22.47% | +3.743% |
| BRK-B Berkshire Hathaway Inc. | 3,571 | $1.22M | $1.81M | - | $592,104.45 | 48.47% | +0.719% |
| CGHM Capital Group Municipal High-Income ETF | 87,133 | $2.25M | $2.1M | - | -$152,918.42 | -6.79% | -0.083% |
| CGMU Capital Group Municipal Income ETF | 377,874 | $10.35M | $9.83M | - | -$515,411.01 | -4.98% | +0.038% |
| CGSM Capital Group Short Duration Municipal Income ETF | 316,322 | $8.32M | $8.15M | - | -$174,734.57 | -2.1% | +0.012% |
| DELL Dell Technologies Inc. | 701 | $302,453.45 | $408,171.27 | - | $105,717.82 | 34.95% | +5.428% |
| ESGU iShares ESG Aware MSCI USA ETF | 13,661 | $1.72M | $2.33M | - | $612,524.47 | 35.6% | +0.711% |
| GOOG Alphabet Inc | 1,850 | $317,671.75 | $634,133.75 | - | $316,462 | 99.62% | -0.307% |
| GOOGL Alphabet Inc | 1,933 | $353,443.73 | $668,373.41 | - | $314,929.68 | 89.1% | -0.202% |
| IVV iShares Core S&P 500 ETF | 53,251 | $28.88M | $41.72M | - | $12.84M | 44.46% | +0.664% |
| IWF iShares Russell 1000 Growth ETF | 222,414 | $19.35M | $28.81M | - | $9.47M | 48.93% | +0.927% |
| JMST JPMorgan Ultra-Short Municipal Income Fund | 30,531 | $1.56M | $1.54M | - | -$12,975.68 | -0.83% | -0.01% |
| JMUB JPMorgan Municipal Bond ETF | 130,633 | $6.59M | $6.22M | - | -$376,965.75 | -5.72% | -0.115% |
| JPM JPMorgan Chase & Co. | 854 | $274,058.86 | $284,390.54 | - | $10,331.68 | 3.77% | +0.19% |
| META Meta Platforms Inc Class A | 371 | $244,893.39 | $274,881.32 | - | $29,987.93 | 12.25% | -0.132% |
| MSFT Microsoft Corp. | 2,608 | $971,576.42 | $1.39M | - | $419,674.22 | 43.2% | +1.576% |
| NVDA NVIDIA Corporation | 2,768 | $288,423.23 | $670,755.6 | - | $382,332.37 | 132.56% | +1.434% |
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FAQ
Which stocks have generated the highest profits for Boulder Wealth Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $7.6M, iShares ESG Aware MSCI USA ETF - $6.34M, SPDR Portfolio S&P 500 Growth ETF - $4.85M, iShares Russell 1000 Growth ETF - $4.7M, and Vanguard High Dividend Yield ETF - $1.93M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Capital Group Growth ETF - $615,849.2, Invesco S&P MidCap Quality ETF - $453,613.08, JPMorgan U.S. Tech Leaders ETF - $194,383.8, iShares Core MSCI EAFE ETF - $17,137.84, and Costco Wholesale Corporation - $12,254.95. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Boulder Wealth Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.88M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $1.34M, iShares Short Treasury Bond ETF - $866,740.01, Invesco FTSE RAFI US 1000 ETF - $864,870.87, Schwab U.S. Broad Market ETF - $774,890.18, and JPMorgan Core Plus Bond ETF - $737,477.36. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Boulder Wealth Advisors LLC's monthly returns?
Boulder Wealth Advisors LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Boulder Wealth Advisors LLC's strategy be considered aggressive or moderate?
Boulder Wealth Advisors LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Boulder Wealth Advisors LLC's strategy?
Boulder Wealth Advisors LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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