Selective Wealth Management, Inc. Portfolio Holdings

Selective Wealth Management, Inc.

  • $239 Million
  • Q3 2024

Selective Wealth Management, Inc. has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $239 Million distributed in 106 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 $68.6M, Ishares Trishares 0 3 Mnth Tre with a value of $25.2M, Meta Platforms, Inc. with a value of $10.6M, Wisdomtree Tr Cloud Computing with a value of $10.3M, and J P Morgan Exchange Traded Fd with a value of $9.48M.

Examining the 13F form we can see an increase of $16M in the current position value, from $223M to 239M.

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

Portfolio value $239 Million
ETFs: $161 Million
Technology: $32.7 Million
Communication Services: $16.7 Million
Consumer Cyclical: $7.99 Million
Financial Services: $7.95 Million
Healthcare: $5.71 Million
Energy: $3.12 Million
Consumer Defensive: $1.79 Million
Other: $2.16 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$94.2M
$357,000 0.15% of portfolio
37,641
Q3 2024 Reduced 34.73%

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $239 Million
  • Prior Value $223 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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