Selective Wealth Management, Inc. Incresed Positions in Q2 2025

Selective Wealth Management, Inc.

  • $272 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
173K
+ 48.36%
$100.35 - $100.71 $17.3M - $17.4M
530K $53.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
24.8K
+ 21.69%
$58.41 - $72.69 $1.45M - $1.81M
139K $10.1M
VTI
Vanguard Total Stock Market Et

ETFs
2.02K
+ 14.45%
$243.75 - $303.93 $492K - $614K
16K $4.86M
NVDA
Nvidia Corp

Technology
2.93K
+ 34.99%
$94.31 - $157.99 $276K - $462K
11.3K $1.78M
IVV
Ishares Core S&P 500 ETF

ETFs
184
+ 1.63%
$498.8 - $620.9 $91.8K - $114K
11.4K $7.11M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.71K
+ 22.05%
$86.93 - $109.64 $235K - $297K
15K $1.64M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.05%
$416.06 - $551.64 $832 - $1.1K
3.82K $2.11M
AMZN
Amazon Com Inc

Consumer Cyclical
423
+ 9.32%
$167.32 - $223.3 $70.8K - $94.5K
4.96K $1.09M
VXF
Vanguard Extended Market ETF

ETFs
440
+ 7.37%
$150.43 - $192.71 $66.2K - $84.8K
6.41K $1.24M
SOXX
Ishares Semiconductor ETF

ETFs
401
+ 21.14%
$154.86 - $239.07 $62.1K - $95.9K
2.3K $548K
DFSD
Dimensional ETF Tr Short Durat

ETFs
3.23K
+ 68.68%
$47.09 - $48.01 $152K - $155K
7.93K $380K
GOOGL
Alphabet Inc.

Communication Services
334
+ 9.92%
$144.7 - $178.6 $48.3K - $59.7K
3.7K $652K
AVUV
American Centy ETF Tr Avantis

ETFs
732
+ 20.05%
$75.17 - $91.21 $55K - $66.8K
4.38K $399K
AVDV
American Centy ETF Tr Avantis

ETFs
186
+ 2.98%
$61.76 - $79.32 $11.5K - $14.8K
6.43K $509K
AMAT
Applied Materials Inc

Technology
2
+ 0.11%
$126.95 - $183.52 $254 - $367
1.75K $320K
GLDM
World Gold Trust

ETFs
626
+ 13.96%
$58.96 - $67.97 $36.9K - $42.5K
5.11K $334K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.05%
$376.48 - $440.65 $376 - $441
2.19K $964K
VEA
Vanguard Ftse Developed Market

ETFs
12
+ 0.19%
$45.65 - $57.01 $548 - $684
6.24K $355K
FIW
First Trust Water ETF

ETFs
1
+ 0.03%
$90.26 - $108.05 $90.3 - $108
3.28K $353K
TFC
Truist Financial Corp

Financial Services
75
+ 1.03%
$34.79 - $42.99 $2.61K - $3.22K
7.37K $316K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
22
+ 0.14%
$21.85 - $22.76 $481 - $501
15.4K $351K
DVY
Ishares Tr

ETFs
24
+ 0.55%
$118.37 - $134.86 $2.84K - $3.24K
4.42K $587K
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.03%
N/A
3.31K $603K
PSL
Invesco Dwa Consumer Staples M
2
+ 0.11%
N/A
1.9K $0
Activity Summary
Buys All Purchases 27 New Holdings 2 Increased Positions 25 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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