Selective Wealth Management, Inc. Reduced Holdings in Q3 2024

Selective Wealth Management, Inc.

  • $239 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OKTA
Okta, Inc.

Technology
-2.95K
- 6.7%
$71.0 - $100.39 $210K - $297K
41.1K $3.06M
INTC
Intel Corp

Technology
-7.65K
- 9.75%
$18.9 - $34.87 $145K - $267K
70.8K $1.66M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-15.2K
- 8.7%
$54.98 - $59.51 $835K - $904K
159K $9.48M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
-16.4K
- 4.81%
$28.88 - $32.61 $472K - $533K
324K $10.3M
VO
Vanguard Mid Cap ETF

ETFs
-1.1K
- 27.69%
$237.84 - $263.83 $261K - $290K
2.87K $757K
XOM
Exxon Mobil Corp

Energy
-1.96K
- 13.1%
$109.72 - $119.0 $215K - $234K
13K $1.53M
MVO
Mv Oil Trust

Energy
-20K
- 34.73%
$8.95 - $9.92 $179K - $199K
37.6K $357K
NVDA
Nvidia Corp

Technology
-1.32K
- 13.69%
$98.91 - $134.91 $130K - $177K
8.29K $1.01M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.35K
- 29.69%
$75.47 - $83.18 $177K - $195K
5.56K $461K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.94K
- 30.47%
$57.32 - $62.65 $168K - $184K
6.7K $417K
V
Visa Inc.

Financial Services
-765
- 7.78%
$253.74 - $291.56 $194K - $223K
9.07K $2.49M
JPM
Jpmorgan Chase & CO

Financial Services
-502
- 17.62%
$194.9 - $224.8 $97.8K - $113K
2.35K $494K
AMZN
Amazon Com Inc

Consumer Cyclical
-186
- 3.63%
$161.02 - $200.0 $29.9K - $37.2K
4.94K $920K
CRM
Salesforce, Inc.

Technology
-1.91K
- 6.98%
$238.42 - $276.53 $455K - $528K
25.4K $6.96M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-798
- 27.8%
$105.53 - $118.34 $84.2K - $94.4K
2.07K $242K
VB
Vanguard Small Cap ETF

ETFs
-408
- 21.36%
$214.77 - $237.72 $87.6K - $97K
1.5K $356K
F
Ford Motor CO

Consumer Cyclical
-400
- 2.88%
$9.71 - $14.55 $3.88K - $5.82K
13.5K $142K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-978
- 3.26%
$76.38 - $78.87 $74.7K - $77.1K
29.1K $2.29M
XLK
Technology Sector Spdr

ETFs
-35
- 0.63%
$197.34 - $237.68 $6.91K - $8.32K
5.54K $1.25M
BAC
Bank Of America Corp

Financial Services
-239
- 1.55%
$36.65 - $44.13 $8.76K - $10.5K
15.1K $600K
NRZ
New Residential Investment Corp.

Real Estate
-1.44K
- 6.05%
N/A
22.4K $162K
PGR
Progressive Corp

Financial Services
-597
- 19.48%
$209.46 - $259.24 $125K - $155K
2.47K $626K
FIW
First Trust Water ETF

ETFs
-367
- 10.07%
$98.0 - $109.33 $36K - $40.1K
3.28K $358K
TDSB
Exchange Listed Fds Tr Cabana

ETFs
-1.22K
- 3.84%
$21.85 - $22.94 $26.6K - $28K
30.6K $693K
T
At&T Inc.

Communication Services
-2.38K
- 14.29%
$18.21 - $22.28 $43.3K - $53K
14.3K $313K
Exchange Listed Fds Tr
-515
- 2.97%
N/A
16.8K $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
-388
- 6.06%
$46.9 - $51.96 $18.2K - $20.2K
6.02K $309K
AMCR
Amcor PLC

Consumer Cyclical
-494
- 4.12%
$9.5 - $11.44 $4.69K - $5.65K
11.5K $130K
VHT
Vanguard Health Care ETF

ETFs
-9
- 0.92%
$261.88 - $288.1 $2.36K - $2.59K
965 $272K
VGT
Vanguard Information Technolog

ETFs
-1
- 0.06%
$514.43 - $606.85 $514 - $607
1.55K $910K
VBR
Vanguard Small Cap Value ETF

ETFs
-146
- 5.7%
$179.99 - $201.6 $26.3K - $29.4K
2.42K $485K
VZ
Verizon Communications Inc

Communication Services
-151
- 1.71%
$38.89 - $45.0 $5.87K - $6.8K
8.7K $390K
IEFA
Ishares Tr

ETFs
-51
- 0.67%
$70.09 - $78.74 $3.57K - $4.02K
7.6K $593K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-98
- 2.53%
$125.95 - $142.04 $12.3K - $13.9K
3.77K $535K
IWR
Ishares Russell Mid Cap ETF

ETFs
-50
- 0.54%
$79.92 - $88.19 $4K - $4.41K
9.27K $817K
TSLA
Tesla, Inc.

Consumer Cyclical
-5
- 0.47%
$191.76 - $263.26 $959 - $1.32K
1.05K $275K
BMY
Bristol Myers Squibb CO

Healthcare
-179
- 2.23%
$39.66 - $51.75 $7.1K - $9.26K
7.83K $405K
SPY
Spdr S&P 500 ETF Trust

ETFs
-51
- 1.35%
$517.38 - $573.86 $26.4K - $29.3K
3.71K $2.13M
DOCU
Docusign, Inc.

Technology
-7.03K
- 11.55%
$49.73 - $62.53 $350K - $440K
53.8K $3.34M
IVV
Ishares Core S&P 500 ETF

ETFs
-488
- 3.93%
$520.18 - $576.82 $254K - $281K
11.9K $6.89M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-47
- 2.16%
$405.19 - $478.57 $19K - $22.5K
2.13K $981K
VTI
Vanguard Total Stock Market Et

ETFs
-188
- 1.93%
$255.18 - $283.2 $48K - $53.2K
9.57K $2.71M
WMT
Walmart Inc.

Consumer Defensive
-182
- 1.87%
$66.91 - $81.4 $12.2K - $14.8K
9.56K $772K
NOW
Service Now, Inc.

Technology
-572
- 9.74%
$730.87 - $937.36 $418K - $536K
5.3K $4.74M
VEEV
Veeva Systems Inc

Healthcare
-2.46K
- 9.86%
$180.43 - $223.9 $443K - $550K
22.5K $4.72M
IBM
International Business Machines Corp

Technology
-515
- 8.05%
$175.1 - $223.38 $90.2K - $115K
5.89K $1.3M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.27K
- 7.46%
$57.22 - $80.08 $72.6K - $102K
15.7K $1.23M
TWLO
Twilio Inc

Communication Services
-3.51K
- 5.12%
$56.03 - $65.23 $196K - $229K
65K $4.24M
META
Meta Platforms, Inc.

Communication Services
-1.32K
- 6.67%
$453.41 - $572.44 $598K - $754K
18.5K $10.6M
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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