Selective Wealth Management, Inc. Purchases in Q1 2025

Selective Wealth Management, Inc.

  • $240 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
48.7K
+ 15.78%
$100.34 - $100.68 $4.88M - $4.9M
357K $35.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13.1K
+ 67.31%
$58.01 - $64.46 $763K - $847K
32.7K $2.04M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.6K
New
$51.45 - $58.51 $595K - $677K
11.6K $599K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
13.7K
+ 13.61%
$64.88 - $72.1 $890K - $989K
115K $7.49M
VTI
Vanguard Total Stock Market Et

ETFs
2.62K
+ 23.11%
$271.18 - $303.12 $711K - $795K
14K $3.82M
SCHO
Schwab Short Term Us Treasury

ETFs
19K
New
$24.1 - $24.34 $458K - $462K
19K $462K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3K
+ 32.29%
$96.93 - $109.51 $290K - $328K
12.3K $1.2M
AGNC
Agnc Investment Corp.

Real Estate
18.3K
New
$9.12 - $10.54 $167K - $193K
18.3K $175K
XOM
Exxon Mobil Corp

Energy
12
+ 0.09%
$105.44 - $118.93 $1.27K - $1.43K
13K $1.55M
GLDM
World Gold Trust

ETFs
117
+ 2.68%
$52.19 - $61.89 $6.11K - $7.24K
4.49K $273K
VEA
Vanguard Ftse Developed Market

ETFs
254
+ 4.25%
$47.4 - $52.99 $12K - $13.5K
6.23K $319K
TSLA
Tesla, Inc.

Consumer Cyclical
582
+ 71.06%
$222.15 - $428.22 $129K - $249K
1.4K $363K
DE
Deere & CO

Industrials
5
+ 1.08%
$408.57 - $509.27 $2.04K - $2.55K
469 $220K
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 0.63%
$890.62 - $1076.86 $3.56K - $4.31K
642 $607K
JPM
Jpmorgan Chase & CO

Financial Services
17
+ 0.72%
$225.19 - $279.95 $3.83K - $4.76K
2.37K $580K
VTV
Vanguard Value ETF

ETFs
22
+ 0.35%
$167.73 - $179.21 $3.69K - $3.94K
6.31K $1.08M
DVY
Ishares Tr

ETFs
20
+ 0.46%
$128.58 - $138.1 $2.57K - $2.76K
4.4K $583K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
11
+ 0.06%
$42.18 - $45.16 $464 - $497
18.4K $805K
PSL
Invesco Dwa Consumer Staples M
1.89K
New
N/A
1.89K $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15
+ 0.26%
$57.21 - $65.8 $858 - $987
5.85K $340K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1
+ 0.03%
$68.07 - $78.99 $68.1 - $79
3.28K $223K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.86K
+ 1.16%
$56.17 - $59.71 $105K - $111K
162K $9.19M
VXF
Vanguard Extended Market ETF

ETFs
338
+ 6.0%
$170.36 - $201.04 $57.6K - $68K
5.97K $1.03M
SOXX
Ishares Semiconductor ETF

ETFs
20
+ 1.07%
$188.17 - $235.81 $3.76K - $4.72K
1.9K $357K
VGT
Vanguard Information Technolog

ETFs
10
+ 0.73%
$542.38 - $646.34 $5.42K - $6.46K
1.38K $748K
GOOGL
Alphabet Inc.

Communication Services
30
+ 0.9%
$154.33 - $206.19 $4.63K - $6.19K
3.37K $519K
QQQ
Invesco Qqq Trust, Series 1

ETFs
23
+ 0.61%
$468.34 - $539.52 $10.8K - $12.4K
3.81K $1.79M
ACN
Accenture PLC

Technology
90
+ 1.78%
$300.91 - $398.25 $27.1K - $35.8K
5.14K $1.6M
MSFT
Microsoft Corp

Technology
88
+ 1.94%
$375.39 - $447.2 $33K - $39.4K
4.64K $1.74M
NVDA
Nvidia Corp

Technology
278
+ 3.44%
$106.98 - $149.43 $29.7K - $41.5K
8.36K $906K
Activity Summary
Buys All Purchases 31 New Holdings 4 Increased Positions 27 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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