Chief Compliance Officer

0001512601-21-000002.txt : 20210216 0001512601-21-000002.hdr.sgml : 20210216 20210216140548 ACCESSION NUMBER: 0001512601-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210216 DATE AS OF CHANGE: 20210216 EFFECTIVENESS DATE: 20210216 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BSW Wealth Partners CENTRAL INDEX KEY: 0001512601 IRS NUMBER: 841447359 STATE OF INCORPORATION: CO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14299 FILM NUMBER: 21636054 BUSINESS ADDRESS: STREET 1: 2336 PEARL STREET CITY: BOULDER STATE: CO ZIP: 80302 BUSINESS PHONE: 303-444-9696 MAIL ADDRESS: STREET 1: 2336 PEARL STREET CITY: BOULDER STATE: CO ZIP: 80302 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001512601 XXXXXXXX 12-31-2020 12-31-2020 BSW Wealth Partners

2336 PEARL STREET BOULDER CO 80302

13F COMBINATION REPORT 028-14299 0000884541 028-03125 TRILLIUM ASSET MANAGEMENT, LLC 0001815217 028-20459 NIA IMPACT ADVISORS, LLC N Nicole Murphey Chief Compliance Officer (303) 444-9696 /s/ Nicole Murphey Boulder CO 02-16-2021 0 183 325316 false INFORMATION TABLE 2 bsw13fq42020.xml ABB LTD SPONSORED ADR 000375204 254 9090 SH SOLE 0 0 0 9090 ABBOTT LABS COM 002824100 815 7443 SH SOLE 0 0 0 7443 ABBVIE INC COM 00287Y109 928 8665 SH SOLE 0 0 0 8665 ABERDEEN STD SILVER ETF TR PHYSCL SILVR SHS 003264108 258 10112 SH SOLE 0 0 0 10112 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 752 2880 SH SOLE 0 0 0 2880 ACTIVISION BLIZZARD INC COM 00507V109 230 2476 SH SOLE 0 0 0 2476 ADOBE INC COM 00724F101 587 1174 SH SOLE 0 0 0 1174 AGILENT TECHNOLOGIES INC COM 00846U101 698 5887 SH SOLE 0 0 0 5887 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 523 2247 SH SOLE 0 0 0 2247 ALLSTATE CORP COM 020002101 339 3080 SH SOLE 0 0 0 3080 ALPHABET INC CAP STK CL A 02079K305 1669 952 SH SOLE 0 0 0 952 ALPHABET INC CAP STK CL C 02079K107 993 567 SH SOLE 0 0 0 567 AMAZON COM INC COM 023135106 2570 789 SH SOLE 0 0 0 789 AMERICAN EXPRESS CO COM 025816109 342 2832 SH SOLE 0 0 0 2832 AMERICAN TOWER CORP NEW COM 03027X100 288 1283 SH SOLE 0 0 0 1283 AMERICAN WTR WKS CO INC NEW COM 030420103 325 2115 SH SOLE 0 0 0 2115 AMGEN INC COM 031162100 740 3219 SH SOLE 0 0 0 3219 ANALOG DEVICES INC COM 032654105 311 2107 SH SOLE 0 0 0 2107 APPLE INC COM 037833100 16979 127961 SH SOLE 0 0 0 127961 APPLIED MATLS INC COM 038222105 512 5935 SH SOLE 0 0 0 5935 APTIV PLC SHS G6095L109 217 1662 SH SOLE 0 0 0 1662 ASE TECHNOLOGY HOLDING CO LT SPONSORED ADS 00215W100 255 43694 SH SOLE 0 0 0 43694 ASML HOLDING N V N Y REGISTRY SHS N07059210 644 1320 SH SOLE 0 0 0 1320 ASTRAZENECA PLC SPONSORED ADR 046353108 398 7957 SH SOLE 0 0 0 7957 AT&T INC COM 00206R102 417 14491 SH SOLE 0 0 0 14491 AUTODESK INC COM 052769106 347 1135 SH SOLE 0 0 0 1135 AUTOMATIC DATA PROCESSING IN COM 053015103 350 1985 SH SOLE 0 0 0 1985 BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 59 11949 SH SOLE 0 0 0 11949 BANCO BRADESCO S A SP ADR PFD NEW 059460303 114 21750 SH SOLE 0 0 0 21750 BANCO SANTANDER S.A. 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