Selective Wealth Management, Inc. Sells in Q2 2025

Selective Wealth Management, Inc.

  • $272 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-3.02K
- 10.55%
$172.42 - $223.89 $520K - $675K
25.6K $5.25M
ACN
Accenture PLC

Technology
-2.65K
- 51.47%
$279.23 - $323.21 $739K - $855K
2.5K $745K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-15.1K
- 9.34%
$51.14 - $57.0 $774K - $863K
147K $8.36M
VTV
Vanguard Value ETF

ETFs
-3.7K
- 58.56%
$153.67 - $176.74 $568K - $653K
2.62K $462K
OKE
Oneok Inc

Energy
-4.53K
- 39.32%
$78.71 - $100.37 $356K - $455K
6.99K $570K
XOM
Exxon Mobil Corp

Energy
-1.86K
- 14.31%
$99.93 - $119.04 $186K - $222K
11.1K $1.2M
OKTA
Okta, Inc.

Technology
-1.19K
- 3.16%
$91.24 - $127.3 $108K - $151K
36.3K $3.63M
DOCU
Docusign, Inc.

Technology
-1.62K
- 3.5%
$70.35 - $93.84 $114K - $152K
44.7K $3.48M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-7.22K
- 22.09%
$55.54 - $69.09 $401K - $499K
25.5K $1.76M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-38
- 0.3%
$99.37 - $134.05 $3.78K - $5.09K
12.8K $1.45M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.19K
- 13.54%
$102.02 - $103.5 $121K - $123K
7.58K $779K
PGR
Progressive Corp

Financial Services
-306
- 12.4%
$255.27 - $288.74 $78.1K - $88.4K
2.16K $576K
BMY
Bristol Myers Squibb CO

Healthcare
-800
- 14.28%
$44.12 - $59.6 $35.3K - $47.7K
4.8K $222K
CRM
Salesforce, Inc.

Technology
-712
- 3.06%
$236.26 - $291.15 $168K - $207K
22.6K $6.15M
NRZ
New Residential Investment Corp.

Real Estate
-10.1K
- 49.24%
N/A
10.4K $75K
VO
Vanguard Mid Cap ETF

ETFs
-427
- 16.82%
$228.54 - $279.83 $97.6K - $119K
2.11K $590K
INTC
Intel Corp

Technology
-1.83K
- 2.88%
$18.13 - $22.69 $33.1K - $41.5K
61.7K $1.38M
XLE
Energy Sector Spdr

ETFs
-126
- 2.26%
$76.44 - $94.13 $9.63K - $11.9K
5.44K $461K
T
At&T Inc.

Communication Services
-1.81K
- 14.35%
$26.33 - $28.94 $47.7K - $52.4K
10.8K $312K
V
Visa Inc.

Financial Services
-224
- 2.64%
$308.27 - $373.31 $69.1K - $83.6K
8.26K $2.93M
VZ
Verizon Communications Inc

Communication Services
-625
- 9.97%
$41.67 - $45.62 $26K - $28.5K
5.64K $244K
MFC
Manulife Financial Corp

Financial Services
-1.4K
- 13.93%
$26.93 - $32.44 $37.7K - $45.4K
8.65K $276K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-86
- 0.47%
$38.81 - $44.28 $3.34K - $3.81K
18.3K $778K
VB
Vanguard Small Cap ETF

ETFs
-145
- 12.4%
$193.73 - $237.37 $28.1K - $34.4K
1.02K $242K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.36K
- 10.09%
$22.92 - $28.05 $31.1K - $38K
12.1K $338K
MVO
Mv Oil Trust

Energy
-2.78K
- 10.47%
$5.23 - $6.4 $14.5K - $17.8K
23.7K $136K
F
Ford Motor CO

Consumer Cyclical
-1.73K
- 13.85%
$8.69 - $10.85 $15K - $18.8K
10.8K $116K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-69
- 1.85%
$121.58 - $136.74 $8.39K - $9.44K
3.67K $497K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-50
- 0.47%
$20.42 - $25.3 $1.02K - $1.27K
10.6K $268K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-18
- 0.31%
$51.16 - $62.02 $921 - $1.12K
5.83K $361K
GOOG
Alphabet Inc.

Communication Services
-70
- 3.42%
$146.58 - $180.01 $10.3K - $12.6K
1.98K $350K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-110
- 3.35%
$60.22 - $80.1 $6.62K - $8.81K
3.17K $254K
TSLA
Tesla, Inc.

Consumer Cyclical
-125
- 8.92%
$221.86 - $362.89 $27.7K - $45.4K
1.28K $405K
BAC
Bank Of America Corp

Financial Services
-569
- 4.19%
$34.39 - $47.46 $19.6K - $27K
13K $615K
IBM
International Business Machines Corp

Technology
-736
- 12.53%
$221.03 - $294.78 $163K - $217K
5.14K $1.51M
WMT
Walmart Inc.

Consumer Defensive
-240
- 2.4%
$81.79 - $99.98 $19.6K - $24K
9.77K $954K
JPM
Jpmorgan Chase & CO

Financial Services
-98
- 4.14%
$210.28 - $289.91 $20.6K - $28.4K
2.27K $657K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-459
- 3.41%
$57.41 - $74.81 $26.4K - $34.3K
13K $965K
VGT
Vanguard Information Technolog

ETFs
-1
- 0.07%
$470.37 - $663.28 $470 - $663
1.38K $913K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-22
- 0.03%
$19.1 - $23.83 $420 - $524
73.7K $1.76M
SPY
Spdr S&P 500 ETF Trust

ETFs
-45
- 1.24%
$496.48 - $617.85 $22.3K - $27.8K
3.58K $2.21M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-76
- 2.05%
$320.42 - $424.58 $24.4K - $32.3K
3.63K $1.53M
MSFT
Microsoft Corp

Technology
-41
- 0.88%
$354.56 - $497.45 $14.5K - $20.4K
4.59K $2.29M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
-8.71K
- 2.87%
$28.33 - $36.72 $247K - $320K
295K $10.7M
NOW
Service Now, Inc.

Technology
-155
- 3.31%
$721.65 - $1040.18 $112K - $161K
4.53K $4.66M
VEEV
Veeva Systems Inc

Healthcare
-766
- 3.74%
$209.39 - $289.94 $160K - $222K
19.7K $5.68M
TWLO
Twilio Inc

Communication Services
-1.76K
- 2.99%
$81.34 - $124.36 $143K - $219K
57.3K $7.12M
META
Meta Platforms, Inc.

Communication Services
-352
- 2.16%
$484.66 - $738.09 $171K - $260K
15.9K $11.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.58K
- 2.05%
$456.74 - $568.03 $1.18M - $1.46M
123K $69.9M
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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