Selective Wealth Management, Inc. Purchases in Q3 2025

Selective Wealth Management, Inc.

  • $308 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
208K
+ 39.29%
$100.37 - $100.74 $20.9M - $21M
738K $74.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
46.6K
+ 33.42%
$72.65 - $78.68 $3.38M - $3.66M
186K $14.6M
DFSD
Dimensional ETF Tr Short Durat

ETFs
46.5K
+ 585.94%
$47.86 - $48.43 $2.22M - $2.25M
54.4K $2.62M
AAPL
Apple Inc.

Technology
527
+ 2.06%
$202.38 - $256.87 $107K - $135K
26.1K $6.64M
VTI
Vanguard Total Stock Market Et

ETFs
2.66K
+ 16.6%
$303.93 - $329.86 $807K - $876K
18.6K $6.12M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
12.9K
+ 50.77%
$68.24 - $73.73 $882K - $953K
38.4K $2.82M
NVDA
Nvidia Corp

Technology
2.3K
+ 20.38%
$153.3 - $186.58 $353K - $429K
13.6K $2.54M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
19K
New
$36.04 - $38.78 $685K - $737K
19K $732K
VTV
Vanguard Value ETF

ETFs
3.65K
+ 139.64%
$175.51 - $186.57 $641K - $682K
6.27K $1.17M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.45K
New
$132.9 - $142.03 $326K - $348K
2.45K $345K
VXF
Vanguard Extended Market ETF

ETFs
736
+ 11.48%
$193.58 - $213.07 $142K - $157K
7.15K $1.5M
VEA
Vanguard Ftse Developed Market

ETFs
3.95K
+ 63.35%
$56.02 - $60.3 $221K - $238K
10.2K $610K
MA
Mastercard Inc

Financial Services
431
New
$550.18 - $598.96 $237K - $258K
431 $245K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.67K
New
$135.0 - $146.02 $226K - $244K
1.67K $243K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
3.39K
New
$63.92 - $70.83 $217K - $240K
3.39K $238K
SOXX
Ishares Semiconductor ETF

ETFs
512
+ 22.28%
$236.93 - $271.12 $121K - $139K
2.81K $761K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
794
New
$236.25 - $257.69 $188K - $205K
794 $203K
AVDV
American Centy ETF Tr Avantis

ETFs
1.53K
+ 23.71%
$79.24 - $89.03 $121K - $136K
7.96K $708K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
780
+ 76.47%
$195.29 - $223.85 $152K - $175K
1.8K $399K
IWF
Ishares Russell 1000 Gr ETF

ETFs
18
+ 0.5%
$420.11 - $472.68 $7.56K - $8.51K
3.64K $1.71M
AMZN
Amazon Com Inc

Consumer Cyclical
772
+ 15.56%
$211.65 - $238.24 $163K - $184K
5.73K $1.26M
AVUV
American Centy ETF Tr Avantis

ETFs
1.15K
+ 26.27%
$90.37 - $102.12 $104K - $118K
5.53K $550K
GOOG
Alphabet Inc.

Communication Services
10
+ 0.51%
$175.16 - $255.24 $1.75K - $2.55K
1.99K $483K
COST
Costco Wholesale Corp

Consumer Defensive
168
+ 26.17%
$915.95 - $994.57 $154K - $167K
810 $749K
WMT
Walmart Inc.

Consumer Defensive
299
+ 3.06%
$94.4 - $104.27 $28.2K - $31.2K
10.1K $1.04M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
58
+ 2.84%
$459.11 - $506.91 $26.6K - $29.4K
2.1K $1.06M
DVY
Ishares Tr

ETFs
23
+ 0.52%
$133.88 - $142.57 $3.08K - $3.28K
4.44K $631K
AMAT
Applied Materials Inc

Technology
3
+ 0.17%
$156.25 - $204.95 $469 - $615
1.76K $359K
TFC
Truist Financial Corp

Financial Services
190
+ 2.58%
$42.83 - $47.07 $8.14K - $8.94K
7.56K $345K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
2
+ 0.06%
$79.52 - $89.63 $159 - $179
3.18K $283K
XLE
Energy Sector Spdr

ETFs
28
+ 0.51%
$84.25 - $91.99 $2.36K - $2.58K
5.47K $488K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
31
+ 0.26%
$28.15 - $30.13 $873 - $934
12.1K $358K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9
+ 0.15%
$62.09 - $66.51 $559 - $599
5.84K $381K
VB
Vanguard Small Cap ETF

ETFs
3
+ 0.29%
$237.58 - $259.17 $713 - $778
1.03K $261K
NFLX
Netflix Inc

Communication Services
62
+ 15.42%
$1147.87 - $1297.18 $71.2K - $80.4K
464 $556K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
4
+ 0.15%
$77.92 - $81.94 $312 - $328
2.75K $225K
Dimensional ETF Trust
3.68K
New
N/A
3.68K $0
Lam Research Corp
1.65K
New
N/A
1.65K $0
PSL
Invesco Dwa Consumer Staples M
1
+ 0.05%
N/A
1.9K $0
DE
Deere & CO

Industrials
7
+ 1.49%
$457.26 - $524.37 $3.2K - $3.67K
476 $217K
ICE
Intercontinental Exchange, Inc.

Financial Services
30
+ 1.5%
$167.28 - $188.45 $5.02K - $5.65K
2.03K $342K
PGR
Progressive Corp

Financial Services
45
+ 2.08%
$238.61 - $264.3 $10.7K - $11.9K
2.21K $545K
V
Visa Inc.

Financial Services
5
+ 0.06%
$332.09 - $358.86 $1.66K - $1.79K
8.26K $2.82M
NOW
Service Now, Inc.

Technology
35
+ 0.77%
$850.86 - $1044.69 $29.8K - $36.6K
4.57K $4.2M
Activity Summary
Buys All Purchases 45 New Holdings 8 Increased Positions 37 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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