Holdings Channel
Size ($ in 1000's)
At 03/31/2020: $63,847
At 12/31/2019: $82,640

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  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ALPHABET INC 8,274 +867 $9,621
     GOOG8,274+867$9,621
ALIBABA GROUP HLDG LTD 45,341 -11,797 $8,818
     BABA45,341-11,797$8,818
SPLUNK INC 61,253 +27,209 $7,732
     SPLK61,253+27,209$7,732
BANK OZK 414,478 -58,900 $6,922
     OZK414,478-58,900$6,922
DISCOVER FINL SVCS      $6,828
     Call348,652+348,652$6,828
FACEBOOK INC 29,564 +4,260 $4,931
     FB29,564+4,260$4,931
BAIDU INC 43,599 UNCH $4,394
     BIDU43,599UNCH$4,394
COGNIZANT TECHNOLOGY SOLUTIO 76,000 UNCH $3,532
     CTSH76,000UNCH$3,532
ISHARES TR (IVV) 2,274 -600 $588
     IVV2,274-600$588
INVESCO QQQ TR 2,802 +301 $534
     QQQ2,802+301$534
VERIZON COMMUNICATIONS INC 7,240 UNCH $389
     VZ7,240UNCH$389
AT&T INC 11,034 +9 $322
     T11,034+9$322
OMEGA HEALTHCARE INVS INC 11,430 -2,072 $303
     OHI11,430-2,072$303
COCA COLA CO 6,745 UNCH $299
     KO6,745UNCH$299
GENERAL ELECTRIC CO 37,049 UNCH $294
     GE37,049UNCH$294
VANGUARD INDEX FDS (VBR) 3,069 +13 $273
     VBR3,069+13$273
APPLE INC 867 UNCH $221
     AAPL867UNCH$221
VANGUARD SCOTTSDALE FDS (VONE) 1,761 UNCH $206
     VONE1,761UNCH$206
WISDOMTREE TR 3,922 +19 $188
     DLS3,922+19$188
INVESCO EXCHANGE TRADED FD T (PSL) 3,228 +5 $182
     PSL3,228+5$182
SELECT SECTOR SPDR TR (XLP) 3,288 UNCH $179
     XLP3,288UNCH$179
VANGUARD SPECIALIZED FUNDS (VIG) 1,682 UNCH $174
     VIG1,682UNCH$174
GENERAL MLS INC 3,279 +5 $173
     GIS3,279+5$173
VANGUARD WORLD FDS (VPU) 1,400 +10 $171
     VPU1,400+10$171
VANGUARD WORLD FDS (VHT) 1,022 -70 $169
     VHT1,022-70$169
ARES CAPITAL CORP 15,584 -4,203 $168
     ARCC15,584-4,203$168
CSX CORP 2,729 UNCH $156
     CSX2,729UNCH$156
ISHARES INC (EZU) 4,980 UNCH $152
     EZU4,980UNCH$152
ISHARES TR (IWF) 1,012 UNCH $152
     IWF1,012UNCH$152
BRISTOL MYERS SQUIBB CO 2,683 +4 $150
     BMY2,683+4$150
SUBURBAN PROPANE PARTNERS L 10,464 -2,739 $148
     SPH10,464-2,739$148
JOHNSON & JOHNSON 1,109 -11 $145
     JNJ1,109-11$145
VANGUARD INTL EQUITY INDEX F (VWO) 4,074 -594 $137
     VWO4,074-594$137
NORFOLK SOUTHERN CORP 910 UNCH $133
     NSC910UNCH$133
CATERPILLAR INC DEL 1,109 UNCH $129
     CAT1,109UNCH$129
PEPSICO INC 974 +1 $117
     PEP974+1$117
PFIZER INC 3,474 UNCH $114
     PFE3,474UNCH$114
TRUIST FINL CORP 3,699 +520 $114
     TFC3,699+520$114
INTERNATIONAL BUSINESS MACHS 994 +2 $110
     IBM994+2$110
ISHARES TR (TFLO) 2,187 UNCH $110
     TFLO2,187UNCH$110
PATTERSON COS INC 6,863 +11 $105
     PDCO6,863+11$105
AMAZON COM INC 53 UNCH $103
     AMZN53UNCH$103
VANGUARD CHARLOTTE FDS (BNDX) 1,825 +2 $102
     BNDX1,825+2$102
NUVEEN AMT FREE MUN CR INC F 6,877 UNCH $101
     NVG6,877UNCH$101
EVERSOURCE ENERGY 1,246 UNCH $97
     ES1,246UNCH$97
SPDR SER TR (SPYX) 1,418 +1,418 $91
     SPYX1,418+1,418$91
BLACKROCK CORPOR HI YLD FD I 10,162 +10,162 $89
     HYT10,162+10,162$89
BERKSHIRE HATHAWAY INC DEL      $76
     BRK.B418UNCH$76
DOMINION ENERGY INC 1,041 +9 $75
     D1,041+9$75
COMCAST CORP NEW 2,134 UNCH $73
     CMCSA2,134UNCH$73

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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