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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|---|---|---|---|---|
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |