Selective Wealth Management, Inc. Sells in Q4 2025

Selective Wealth Management, Inc.

  • $332 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-359
- 2.3%
$609.01 - $751.67 $219K - $270K
15.2K $9.28M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-28.8K
- 19.84%
$56.0 - $57.6 $1.61M - $1.66M
116K $6.59M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.06K
- 2.51%
$600.51 - $631.95 $1.84M - $1.93M
119K $73.3M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.26K
- 11.49%
$656.2 - $690.71 $827K - $871K
9.71K $6.56M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
-18.1K
- 6.49%
$34.12 - $36.01 $619K - $653K
261K $9.1M
OKTA
Okta, Inc.

Technology
-1.77K
- 5.03%
$83.76 - $94.92 $148K - $168K
33.4K $2.8M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-916
- 7.31%
$153.8 - $189.34 $141K - $173K
11.6K $1.83M
WMT
Walmart Inc.

Consumer Defensive
-3.57K
- 35.51%
$101.18 - $109.03 $362K - $390K
6.49K $668K
IBM
International Business Machines Corp

Technology
-1.35K
- 29.12%
$275.97 - $314.98 $371K - $424K
3.28K $973K
DOCU
Docusign, Inc.

Technology
-1.62K
- 3.81%
$67.01 - $73.14 $108K - $118K
40.8K $2.77M
SPY
Spdr S&P 500 ETF Trust

ETFs
-428
- 11.99%
$653.02 - $687.39 $279K - $294K
3.14K $2.09M
VEEV
Veeva Systems Inc

Healthcare
-617
- 3.15%
$283.73 - $306.22 $175K - $189K
19K $5.57M
PGR
Progressive Corp

Financial Services
-745
- 33.76%
$203.7 - $246.46 $152K - $184K
1.46K $329K
CRM
Salesforce, Inc.

Technology
-798
- 3.63%
$235.69 - $263.41 $188K - $210K
21.2K $5.03M
V
Visa Inc.

Financial Services
-116
- 1.4%
$325.75 - $352.42 $37.8K - $40.9K
8.15K $2.65M
COST
Costco Wholesale Corp

Consumer Defensive
-142
- 17.53%
$910.94 - $954.99 $129K - $136K
668 $609K
NVDA
Nvidia Corp

Technology
-721
- 5.31%
$179.83 - $207.04 $130K - $149K
12.9K $2.4M
OKE
Oneok Inc

Energy
-1.37K
- 20.8%
$64.31 - $72.98 $88.2K - $100K
5.23K $368K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-561
- 4.45%
$61.89 - $76.13 $34.7K - $42.7K
12.1K $746K
JPM
Jpmorgan Chase & CO

Financial Services
-211
- 10.58%
$294.11 - $320.41 $62.1K - $67.6K
1.78K $535K
INTC
Intel Corp

Technology
-4.56K
- 7.77%
$34.71 - $41.53 $158K - $190K
54.2K $1.88M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-791
- 11.45%
$102.72 - $103.6 $81.3K - $81.9K
6.12K $629K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-154
- 7.33%
$475.68 - $513.11 $73.3K - $79K
1.95K $990K
BX
Blackstone Inc.

Financial Services
-3
- 0.17%
$138.42 - $168.45 $415 - $505
1.81K $250K
MVO
Mv Oil Trust

Energy
-6.53K
- 30.45%
$4.07 - $6.11 $26.6K - $39.9K
14.9K $60K
VIG
Vanguard Dividend Appreciation

ETFs
-314
- 15.43%
N/A
1.72K $313K
VXF
Vanguard Extended Market ETF

ETFs
-88
- 1.23%
$204.22 - $215.05 $18K - $18.9K
7.06K $1.44M
JNJ
Johnson & Johnson

Healthcare
-405
- 21.75%
$185.98 - $199.58 $75.3K - $80.8K
1.46K $290K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-596
- 2.59%
$78.65 - $79.19 $46.9K - $47.2K
22.5K $1.77M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-457
- 3.27%
$116.0 - $122.39 $53K - $55.9K
13.5K $1.6M
BAC
Bank Of America Corp

Financial Services
-739
- 7.55%
$48.65 - $54.11 $36K - $40K
9.04K $465K
ICE
Intercontinental Exchange, Inc.

Financial Services
-30
- 1.48%
$145.59 - $162.64 $4.37K - $4.88K
2K $304K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-419
- 2.44%
$42.11 - $44.28 $17.6K - $18.6K
16.8K $720K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-79
- 2.17%
$459.47 - $491.71 $36.3K - $38.8K
3.57K $1.68M
AVUV
American Centy ETF Tr Avantis

ETFs
-147
- 2.66%
$95.19 - $100.66 $14K - $14.8K
5.39K $525K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-260
- 9.45%
$80.0 - $83.46 $20.8K - $21.7K
2.49K $201K
TFC
Truist Financial Corp

Financial Services
-300
- 3.97%
$41.09 - $45.64 $12.3K - $13.7K
7.26K $325K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-98
- 2.69%
$136.06 - $140.64 $13.3K - $13.8K
3.55K $490K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-363
- 3.25%
$56.5 - $60.52 $20.5K - $22K
10.8K $633K
Lam Research Corp
-335
- 20.32%
N/A
1.31K $0
AVDV
American Centy ETF Tr Avantis

ETFs
-10
- 0.13%
$87.37 - $90.92 $874 - $909
7.95K $716K
AMAT
Applied Materials Inc

Technology
-19
- 1.08%
$209.95 - $240.89 $3.99K - $4.58K
1.74K $397K
AMZN
Amazon Com Inc

Consumer Cyclical
-44
- 0.77%
$213.04 - $254.0 $9.37K - $11.2K
5.69K $1.34M
TWLO
Twilio Inc

Communication Services
-1.18K
- 2.12%
$102.7 - $136.1 $121K - $160K
54.3K $6.81M
Activity Summary
Buys All Purchases 49 New Holdings 10 Increased Positions 39 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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