Chief Compliance Officer

0001512601-22-000003.txt : 20220214 0001512601-22-000003.hdr.sgml : 20220214 20220214142053 ACCESSION NUMBER: 0001512601-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 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: 22629507 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 12-31-2021 12-31-2021 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 02-14-2022 0 260 398291 false INFORMATION TABLE 2 bsw13fq42021.xml ABB LTD SPONSORED ADR 000375204 665 17415 SH SOLE 0 0 0 17415 ABBOTT LABS COM 002824100 1584 11257 SH SOLE 0 0 0 11257 ABBVIE INC COM 00287Y109 1176 8685 SH SOLE 0 0 0 8685 ABERDEEN STD PLATINUM ETF TR PHYSCL PLATM SHS 003260106 216 2403 SH SOLE 0 0 0 2403 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1432 3454 SH SOLE 0 0 0 3454 ADOBE INC COM 00724F101 968 1707 SH SOLE 0 0 0 1707 ADVANCED MICRO DEVICES INC COM 007903107 394 2737 SH SOLE 0 0 0 2737 AGILENT TECHNOLOGIES INC COM 00846U101 1022 6400 SH SOLE 0 0 0 6400 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 224 1005 SH SOLE 0 0 0 1005 ALLSTATE CORP COM 020002101 353 2999 SH SOLE 0 0 0 2999 ALPHABET INC CAP STK CL C 02079K107 2049 708 SH SOLE 0 0 0 708 ALPHABET INC CAP STK CL A 02079K305 3511 1212 SH SOLE 0 0 0 1212 AMAZON COM INC COM 023135106 3638 1091 SH SOLE 0 0 0 1091 AMERICAN EXPRESS CO COM 025816109 513 3134 SH SOLE 0 0 0 3134 AMERICAN TOWER CORP NEW COM 03027X100 787 2690 SH SOLE 0 0 0 2690 AMERICAN WTR WKS CO INC NEW COM 030420103 738 3906 SH SOLE 0 0 0 3906 AMGEN INC COM 031162100 800 3557 SH SOLE 0 0 0 3557 ANALOG DEVICES INC COM 032654105 267 1518 SH SOLE 0 0 0 1518 ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206 287 13682 SH SOLE 0 0 0 13682 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 333 5495 SH SOLE 0 0 0 5495 ANTHEM INC COM 036752103 228 492 SH SOLE 0 0 0 492 APPLE INC COM 037833100 17870 100638 SH SOLE 0 0 0 100638 APPLIED MATLS INC COM 038222105 984 6252 SH SOLE 0 0 0 6252 APTIV PLC SHS G6095L109 664 4023 SH SOLE 0 0 0 4023 ASE TECHNOLOGY HOLDING CO LT SPONSORED ADS 00215W100 277 35414 SH SOLE 0 0 0 35414 ASML HOLDING N V N Y REGISTRY SHS N07059210 1445 1814 SH SOLE 0 0 0 1814 ASTRAZENECA PLC SPONSORED ADR 046353108 499 8568 SH SOLE 0 0 0 8568 AT&T INC COM 00206R102 433 17609 SH SOLE 0 0 0 17609 AUTODESK INC COM 052769106 628 2235 SH SOLE 0 0 0 2235 AUTOMATIC DATA PROCESSING IN COM 053015103 940 3811 SH SOLE 0 0 0 3811 BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 102 17313 SH SOLE 0 0 0 17313 BANCO BRADESCO S A SP ADR PFD NEW 059460303 122 35545 SH SOLE 0 0 0 35545 BANCO BRADESCO S A SPONSORED ADR 059460402 45 15376 SH SOLE 0 0 0 15376 BANCO SANTANDER S.A. 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