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Size ($ in 1000's)
At 03/31/2024: $230,778
At 12/31/2023: $199,444
Selective Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Selective Wealth Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Selective Wealth Management Inc. top holdings by largest position size, as per the latest 13f filing made by Selective Wealth Management Inc..
In the Selective Wealth Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Selective Wealth Management Inc. in that top holding, then the share count change between reporting periods, and finally the Selective Wealth Management Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VOO) |
134,987 |
+4,045 |
$63,802 | | VOO | 134,987 | +4,045 | $63,802 | | ISHARES TR (SGOV) |
166,139 |
+27,864 |
$16,685 | | SGOV | 166,139 | +27,864 | $16,685 | | WISDOMTREE TR |
352,800 |
-5,311 |
$11,801 | | WCLD | 352,800 | -5,311 | $11,801 | | META PLATFORMS INC |
21,220 |
-628 |
$11,031 | | META | 21,220 | -628 | $11,031 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
177,401 |
+31,914 |
$10,055 | | JEPI | 177,401 | +31,914 | $10,055 | | SALESFORCE INC |
28,692 |
-933 |
$8,597 | | CRM | 28,692 | -933 | $8,597 | | ISHARES TR (IVV) |
12,485 |
-417 |
$6,451 | | IVV | 12,485 | -417 | $6,451 | | VEEVA SYS INC |
26,527 |
-1,807 |
$5,595 | | VEEV | 26,527 | -1,807 | $5,595 | | SERVICENOW INC |
6,296 |
-196 |
$4,843 | | NOW | 6,296 | -196 | $4,843 | | OKTA INC |
47,551 |
-2,015 |
$4,729 | | OKTA | 47,551 | -2,015 | $4,729 | | ALIBABA GROUP HLDG LTD |
61,181 |
-6,664 |
$4,563 | | BABA | 61,181 | -6,664 | $4,563 | | TWILIO INC |
72,642 |
-2,307 |
$4,493 | | TWLO | 72,642 | -2,307 | $4,493 | | EVERBRIDGE INC |
125,222 |
-5,851 |
$4,365 | | EVBG | 125,222 | -5,851 | $4,365 | | APPLE INC |
22,749 |
+76 |
$3,817 | | AAPL | 22,749 | +76 | $3,817 | | DOCUSIGN INC |
62,880 |
-4,669 |
$3,726 | | DOCU | 62,880 | -4,669 | $3,726 | | INTEL CORP |
84,262 |
-2,631 |
$3,722 | | INTC | 84,262 | -2,631 | $3,722 | | SPDR SER TR (SPLG) |
53,280 |
+33,797 |
$3,222 | | SPLG | 53,280 | +33,797 | $3,222 | | VISA INC |
10,415 |
-467 |
$2,859 | | V | 10,415 | -467 | $2,859 | | VANGUARD INDEX FDS (VTI) |
9,818 |
+482 |
$2,503 | | VTI | 9,818 | +482 | $2,503 | | VANGUARD BD INDEX FDS (BSV) |
30,505 |
-835 |
$2,315 | | BSV | 30,505 | -835 | $2,315 | | SPDR S&P 500 ETF TR (SPY) |
3,843 |
-36 |
$1,976 | | SPY | 3,843 | -36 | $1,976 | | EXXON MOBIL CORP |
15,390 |
-1,043 |
$1,881 | | XOM | 15,390 | -1,043 | $1,881 | | MICROSOFT CORP |
4,071 |
+17 |
$1,723 | | MSFT | 4,071 | +17 | $1,723 | | ACCENTURE PLC IRELAND |
5,013 |
+187 |
$1,626 | | ACN | 5,013 | +187 | $1,626 | | INVESCO QQQ TR |
3,565 |
-38 |
$1,563 | | QQQ | 3,565 | -38 | $1,563 | | ISHARES TR (IWF) |
4,572 |
+4,572 |
$1,521 | | IWF | 4,572 | +4,572 | $1,521 | | SCHWAB STRATEGIC TR |
24,953 |
+24,953 |
$1,494 | | SCHB | 24,953 | +24,953 | $1,494 | | ONEOK INC NEW |
17,649 |
-344 |
$1,395 | | OKE | 17,649 | -344 | $1,395 | | PAYPAL HLDGS INC |
18,854 |
-730 |
$1,242 | | PYPL | 18,854 | -730 | $1,242 | | INTERNATIONAL BUSINESS MACHS |
6,420 |
-200 |
$1,194 | | IBM | 6,420 | -200 | $1,194 | | LOWES COS INC |
4,983 |
UNCH |
$1,182 | | LOW | 4,983 | UNCH | $1,182 | | SELECT SECTOR SPDR TR (XLK) |
5,566 |
+5,566 |
$1,139 | | XLK | 5,566 | +5,566 | $1,139 | | ISHARES TR (STIP) |
11,291 |
-2,529 |
$1,119 | | STIP | 11,291 | -2,529 | $1,119 | | VANGUARD STAR FDS (VXUS) |
17,349 |
+8,437 |
$1,034 | | VXUS | 17,349 | +8,437 | $1,034 | | VANGUARD INDEX FDS (VO) |
4,018 |
-100 |
$979 | | VO | 4,018 | -100 | $979 | | AMAZON COM INC |
5,254 |
UNCH |
$977 | | AMZN | 5,254 | UNCH | $977 | | VANGUARD INDEX FDS (VTV) |
5,773 |
+5,773 |
$917 | | VTV | 5,773 | +5,773 | $917 | | VANGUARD WORLD FD (ESGV) |
9,335 |
+4,389 |
$851 | | ESGV | 9,335 | +4,389 | $851 | | SPDR DOW JONES INDL AVERAGE (DIA) |
2,164 |
+1 |
$832 | | DIA | 2,164 | +1 | $832 | | VANGUARD WORLD FD (VGT) |
1,553 |
+2 |
$798 | | VGT | 1,553 | +2 | $798 | | NVIDIA CORPORATION |
894 |
+5 |
$778 | | NVDA | 894 | +5 | $778 | | EXCHANGE LISTED FDS TR (TDSB) |
35,522 |
-1,869 |
$773 | | TDSB | 35,522 | -1,869 | $773 | | ISHARES TR (IWR) |
9,299 |
+9,299 |
$762 | | IWR | 9,299 | +9,299 | $762 | | SPDR SER TR (SPYD) |
18,379 |
+3,277 |
$726 | | SPYD | 18,379 | +3,277 | $726 | | VANGUARD INDEX FDS (VXF) |
4,003 |
+541 |
$678 | | VXF | 4,003 | +541 | $678 | | VANGUARD SPECIALIZED FUNDS (VIG) |
3,719 |
+3,719 |
$660 | | VIG | 3,719 | +3,719 | $660 | | MV OIL TR |
63,186 |
-2,370 |
$653 | | MVO | 63,186 | -2,370 | $653 | | AMERICAN CENTY ETF TR (AVUV) |
7,256 |
+3,499 |
$652 | | AVUV | 7,256 | +3,499 | $652 | | SCHWAB STRATEGIC TR |
8,036 |
-186 |
$635 | | SCHM | 8,036 | -186 | $635 | | PROGRESSIVE CORP |
3,065 |
-500 |
$632 | | PGR | 3,065 | -500 | $632 |
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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