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
$104M
$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
Track This Portfolio

Track Selective Wealth Management, Inc. Portfolio

Follow Selective Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email