Selective Wealth Management, Inc. Incresed Positions in Q3 2024

Selective Wealth Management, Inc.

  • $239 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
66.9K
+ 36.48%
$100.3 - $100.74 $6.71M - $6.74M
250K $25.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
30.5K
+ 51.83%
$60.84 - $67.51 $1.85M - $2.06M
89.2K $6.02M
AAPL
Apple Inc.

Technology
6.39K
+ 29.02%
$207.23 - $234.82 $1.32M - $1.5M
28.4K $6.61M
VXF
Vanguard Extended Market ETF

ETFs
1.41K
+ 34.85%
$163.98 - $182.92 $231K - $258K
5.46K $992K
LOW
Lowes Companies Inc

Consumer Cyclical
109
+ 2.2%
$213.3 - $270.78 $23.2K - $29.5K
5.07K $1.37M
ACN
Accenture PLC

Technology
76
+ 1.53%
$295.44 - $355.81 $22.5K - $27K
5.05K $1.79M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
208
+ 0.99%
$27.45 - $34.49 $5.71K - $7.17K
21.3K $727K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.01K
+ 5.92%
$58.03 - $65.37 $58.7K - $66.1K
18.1K $1.17M
MSFT
Microsoft Corp

Technology
401
+ 10.1%
$395.15 - $467.56 $158K - $187K
4.37K $1.88M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
7
+ 0.04%
$39.95 - $45.86 $280 - $321
19K $867K
QQQ
Invesco Qqq Trust, Series 1

ETFs
74
+ 2.1%
$434.77 - $502.96 $32.2K - $37.2K
3.61K $1.76M
DVY
Ishares Tr

ETFs
29
+ 0.67%
$119.99 - $135.74 $3.48K - $3.94K
4.35K $587K
IWF
Ishares Russell 1000 Gr ETF

ETFs
4
+ 0.09%
$332.02 - $382.76 $1.33K - $1.53K
4.58K $1.72M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
46
+ 0.52%
$91.37 - $101.65 $4.2K - $4.68K
8.94K $909K
GOOG
Alphabet Inc.

Communication Services
368
+ 20.33%
$149.54 - $192.66 $55K - $70.9K
2.18K $364K
JNJ
Johnson & Johnson

Healthcare
5
+ 0.27%
$145.48 - $167.38 $727 - $837
1.88K $304K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.28%
$801.83 - $917.05 $1.6K - $1.83K
706 $625K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2
+ 0.02%
$98.99 - $101.51 $198 - $203
8.91K $903K
VIG
Vanguard Dividend Appreciation

ETFs
85
+ 2.28%
$182.15 - $182.15 $15.5K - $15.5K
3.82K $695K
SOXX
Ishares Semiconductor ETF

ETFs
164
+ 11.23%
$199.29 - $265.49 $32.7K - $43.5K
1.63K $374K
NFLX
Netflix Inc

Communication Services
1
+ 0.27%
$598.55 - $722.26 $599 - $722
377 $267K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1
+ 0.03%
$63.74 - $73.47 $63.7 - $73.5
3.28K $234K
XLE
Energy Sector Spdr

ETFs
1
+ 0.02%
$84.35 - $93.39 $84.4 - $93.4
5.57K $489K
AMAT
Applied Materials Inc

Technology
5
+ 0.29%
$174.88 - $254.97 $874 - $1.27K
1.75K $353K
Activity Summary
Buys All Purchases 30 New Holdings 5 Increased Positions 25 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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