Selective Wealth Management, Inc. Portfolio Holdings

Selective Wealth Management, Inc.

  • $240 Million
  • Q1 2025

Selective Wealth Management, Inc. has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $240 Million distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $64.3M, Ishares Trishares 0 3 Mnth Tre with a value of $35.9M, Wisdomtree Tr Cloud Computing with a value of $10M, Meta Platforms, Inc. with a value of $9.39M, and J P Morgan Exchange Traded Fd with a value of $9.19M.

Examining the 13F form we can see an decrease of $7.3M in the current position value, from $247M to 240M.

Below you can find more details about Selective Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $240 Million
ETFs: $167 Million
Technology: $31.4 Million
Communication Services: $17 Million
Financial Services: $8.22 Million
Healthcare: $5.4 Million
Consumer Cyclical: $4.34 Million
Energy: $2.84 Million
Consumer Defensive: $1.49 Million
Other: $1.49 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.17T
$9.39 Million 3.92% of portfolio
16,277
Q1 2025 Reduced 3.45%
$3.25T
$6.35 Million 2.65% of portfolio
28,581
Q1 2025 Reduced 0.39%
$255B
$6.24 Million 2.61% of portfolio
23,263
Q1 2025 Reduced 2.84%
$15B
$5.78 Million 2.41% of portfolio
59,020
Q1 2025 Reduced 2.78%
$31.4B
$4.75 Million 1.98% of portfolio
20,501
Q1 2025 Reduced 2.26%
$15.3B
$3.95 Million 1.65% of portfolio
37,514
Q1 2025 Reduced 1.23%
$15.1B
$3.77 Million 1.57% of portfolio
46,295
Q1 2025 Reduced 3.05%
$162B
$3.73 Million 1.56% of portfolio
4,687
Q1 2025 Reduced 3.64%
$548B
$2.97 Million 1.24% of portfolio
8,482
Q1 2025 Reduced 1.08%
$2.89T
$1.74 Million 0.73% of portfolio
4,635
Q1 2025 Added 1.94%
$302B
$1.69 Million 0.71% of portfolio
12,796
Q1 2025 Reduced 7.76%
$183B
$1.6 Million 0.67% of portfolio
5,141
Q1 2025 Added 1.78%
$431B
$1.55 Million 0.65% of portfolio
13,004
Q1 2025 Added 0.09%
$214B
$1.46 Million 0.61% of portfolio
5,874
Q1 2025 Reduced 2.31%
$83.4B
$1.44 Million 0.6% of portfolio
63,562
Q1 2025 Reduced 3.32%
$139B
$1.18 Million 0.49% of portfolio
5,067
Q3 2024 Added 2.2%
$687B
$1.07 Million 0.45% of portfolio
2,042
Q1 2025 Reduced 1.83%
$276B
$906,000 0.38% of portfolio
8,362
Q1 2025 Added 3.44%
$257B
$878,000 0.37% of portfolio
10,005
Q1 2025 Reduced 2.65%
$72B
$877,000 0.37% of portfolio
13,450
Q1 2025 Reduced 2.53%
$1.86T
$863,000 0.36% of portfolio
4,538
Q1 2025 Reduced 5.83%
$4.46B
$707,000 0.3% of portfolio
21,709
Q4 2024 Added 1.85%
$163B
$698,000 0.29% of portfolio
2,468
Q3 2024 Reduced 19.48%
$433B
$607,000 0.25% of portfolio
642
Q1 2025 Added 0.63%
$294B
$566,000 0.24% of portfolio
13,569
Q1 2025 Reduced 1.46%
$688B
$580,000 0.24% of portfolio
2,366
Q1 2025 Added 0.72%
$931B
$519,000 0.22% of portfolio
3,367
Q1 2025 Added 0.9%
$194B
$356,000 0.15% of portfolio
12,617
Q1 2025 Reduced 4.3%
$797B
$363,000 0.15% of portfolio
1,401
Q1 2025 Added 71.06%
$414B
$356,000 0.15% of portfolio
382
Q1 2025 Reduced 10.54%
$89.2B
$345,000 0.14% of portfolio
2,000
Q3 2023 Reduced 0.84%
$109B
$341,000 0.14% of portfolio
5,601
Q1 2025 Reduced 1.94%
$48B
$300,000 0.13% of portfolio
7,295
Q1 2025 Reduced 14.63%
$54.3B
$313,000 0.13% of portfolio
10,050
Q4 2024 Reduced 12.0%
$404B
$308,000 0.13% of portfolio
1,862
Q4 2024 Reduced 1.06%
$983B
$319,000 0.13% of portfolio
2,045
Q1 2025 Reduced 1.11%
$186B
$284,000 0.12% of portfolio
6,267
Q1 2025 Reduced 0.49%
$92.5B
$253,000 0.11% of portfolio
1,810
Q2 2024 Reduced 30.76%
$124B
$254,000 0.11% of portfolio
1,751
Q1 2025 Reduced 0.06%
$7.05B
$248,000 0.1% of portfolio
2,347
Q3 2024 New
$95.4B
$238,000 0.1% of portfolio
1,029
Q1 2024 New
$141B
$220,000 0.09% of portfolio
469
Q1 2025 Added 1.08%
$4.65B
$175,000 0.07% of portfolio
18,345
Q1 2025 New
$69.8M
$147,000 0.06% of portfolio
26,496
Q1 2025 Reduced 10.1%
$5.08B
$148,000 0.06% of portfolio
20,453
Q1 2025 Reduced 3.38%
$14.2B
$114,000 0.05% of portfolio
11,794
Q4 2024 Added 2.5%
$38.3B
$125,000 0.05% of portfolio
12,487
Q1 2025 Reduced 7.41%
-
$0 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $240 Million
  • Prior Value $247 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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