Selective Wealth Management, Inc. Portfolio Holdings

Selective Wealth Management, Inc.

  • $247 Million
  • Q4 2024

Selective Wealth Management, Inc. has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $247 Million distributed in 105 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 $70M, Ishares Trishares 0 3 Mnth Tre with a value of $30.9M, Wisdomtree Tr Cloud Computing with a value of $11.7M, Meta Platforms, Inc. with a value of $9.94M, and J P Morgan Exchange Traded Fd with a value of $9.22M.

Examining the 13F form we can see an increase of $7.48M in the current position value, from $239M to 247M.

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

Portfolio value $247 Million
ETFs: $170 Million
Technology: $35.3 Million
Communication Services: $18.5 Million
Financial Services: $8.14 Million
Healthcare: $5.24 Million
Consumer Cyclical: $4.06 Million
Energy: $3.06 Million
Consumer Defensive: $1.51 Million
Other: $1.24 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.57B
$679,000 0.28% of portfolio
21,709
Q4 2024 Added 1.85%
$9.53B
$268,000 0.11% of portfolio
2,347
Q3 2024 New
$5.08B
$153,000 0.06% of portfolio
21,168
Q4 2024 Reduced 5.34%

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $247 Million
  • Prior Value $239 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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