Holdings Channel
Size ($ in 1000's)
At 12/31/2019: $82,640
At 09/30/2019: $72,716

Selective Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Selective Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings

Selective Wealth Management Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
BANK OZK 473,378 UNCH $14,440
     OZK473,378UNCH$14,440
ALIBABA GROUP HLDG LTD 57,138 UNCH $12,119
     BABA57,138UNCH$12,119
ALPHABET INC 7,407 UNCH $9,903
     GOOG7,407UNCH$9,903
ZILLOW GROUP INC 127,900 UNCH $5,876
     Z127,900UNCH$5,876
BAIDU INC 43,599 UNCH $5,511
     BIDU43,599UNCH$5,511
DOCUSIGN INC 72,922 -3,200 $5,404
     DOCU72,922-3,200$5,404
FACEBOOK INC 25,304 UNCH $5,193
     FB25,304UNCH$5,193
SPLUNK INC 34,044 +344 $5,099
     SPLK34,044+344$5,099
COGNIZANT TECHNOLOGY SOLUTIO 76,000 UNCH $4,714
     CTSH76,000UNCH$4,714
ISHARES TR (IVV) 2,874 +14 $929
     IVV2,874+14$929
OMEGA HEALTHCARE INVS INC 13,502 -491 $572
     OHI13,502-491$572
INVESCO QQQ TR 2,501 UNCH $532
     QQQ2,501UNCH$532
VERIZON COMMUNICATIONS INC 7,240 -99 $444
     VZ7,240-99$444
AT&T INC 11,025 +9 $431
     T11,025+9$431
VANGUARD INDEX FDS (VBR) 3,056 -773 $419
     VBR3,056-773$419
GENERAL ELECTRIC CO 37,049 UNCH $413
     GE37,049UNCH$413
COCA COLA CO 6,745 UNCH $373
     KO6,745UNCH$373
ARES CAP CORP 19,787 -513 $369
     ARCC19,787-513$369
SUBURBAN PROPANE PARTNERS L 13,203 -82 $288
     SPH13,203-82$288
WISDOMTREE TR 3,903 -127 $278
     DLS3,903-127$278
VANGUARD SCOTTSDALE FDS (VONE) 1,761 -277 $260
     VONE1,761-277$260
APPLE INC 867 +8 $255
     AAPL867+8$255
INVESCO EXCHANGE TRADED FD T (PSL) 3,223 -249 $239
     PSL3,223-249$239
VANGUARD GROUP (VIG) 1,682 -65 $210
     VIG1,682-65$210
ISHARES INC (EZU) 4,980 UNCH $209
     EZU4,980UNCH$209
VANGUARD WORLD FDS (VHT) 1,092 -177 $209
     VHT1,092-177$209
VANGUARD INTL EQUITY INDEX F (VWO) 4,668 UNCH $208
     VWO4,668UNCH$208
SELECT SECTOR SPDR TR (XLP) 3,288 UNCH $207
     XLP3,288UNCH$207
VANGUARD WORLD FDS (VPU) 1,390 -575 $199
     VPU1,390-575$199
CSX CORP 2,729 -450 $197
     CSX2,729-450$197
TRUIST FINL CORP 3,179 +3,179 $179
     TFC3,179+3,179$179
ISHARES TR (IWF) 1,012 -175 $178
     IWF1,012-175$178
NORFOLK SOUTHERN CORP 910 -350 $177
     NSC910-350$177
GENERAL MLS INC 3,274 +4 $175
     GIS3,274+4$175
BRISTOL MYERS SQUIBB CO 2,679 -106 $172
     BMY2,679-106$172
CATERPILLAR INC DEL 1,109 UNCH $164
     CAT1,109UNCH$164
JOHNSON & JOHNSON 1,120 +5 $164
     JNJ1,120+5$164
PATTERSON COMPANIES INC 6,852 -1,001 $140
     PDCO6,852-1,001$140
TORTOISE PIPELINE & ENERGY F 10,753 -1,073 $138
     TTP10,753-1,073$138
PFIZER INC 3,474 UNCH $136
     PFE3,474UNCH$136
INTERNATIONAL BUSINESS MACHS 992 -19 $133
     IBM992-19$133
PEPSICO INC 973 UNCH $133
     PEP973UNCH$133
SCHWAB STRATEGIC TR 1,555 -485 $118
     SCHA1,555-485$118
NUVEEN AMT FREE MUN CR INC F 6,877 -332 $115
     NVG6,877-332$115
ISHARES TR (TFLO) 2,187 -519 $110
     TFLO2,187-519$110
EVERSOURCE ENERGY 1,246 UNCH $106
     ES1,246UNCH$106
VANGUARD CHARLOTTE FDS (BNDX) 1,823 -299 $104
     BNDX1,823-299$104
SCHWAB STRATEGIC TR 1,979 -390 $100
     SCHO1,979-390$100
AMAZON COM INC 53 -3 $98
     AMZN53-3$98
COMCAST CORP NEW 2,134 UNCH $96
     CMCSA2,134UNCH$96

See Full List: All Stocks Held By Selective Wealth Management Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Selective Wealth Management Inc.

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