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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$69.8M
$147,000 0.06% of portfolio
26,496
Q1 2025 Reduced 10.1%

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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