13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001755670
Total reported value
$381.2M
$381.2M
103 檔
29.7%
As reported in its official Q1 2024 Form 13F filing, Selective Wealth Management, Inc.'s tracked investment portfolio stood at $381.2M with 103 total positions.
During Q1 2024, Selective Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SGOV, WCLD) accounted for 29.7% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 27.72% | -1.46% | +3.09% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 7.25% | +1.29% | +20.15% | |
| 3 | WCLD | Wisdomtree Cloud Computing | ETF-Other | 5.13% | +0.19% | -1.48% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.79% | -0.42% | -2.87% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.37% | -0.29% | +21.94% | |
| 6 | CRM | Salesforce Inc | Stock-Tech | 3.74% | -0.19% | -3.15% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.80% | -0.17% | -3.23% | |
| 8 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 2.43% | +0.04% | -6.38% | |
| 9 | NOW | Servicenow Inc | Stock-Tech | 2.10% | — | -3.02% | |
| 10 | OKTA | Okta Inc | Stock-Tech | 2.05% | +0.48% | -4.07% | |
| 11 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.98% | — | -9.82% | |
| 12 | TWLO | Twilio Inc - A | Stock-Tech | 1.95% | -1.69% | -3.08% | |
| 13 | EVBGEUR | Everbridge Inc | Stock-Other | 1.90% | — | -4.46% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.66% | +0.31% | +0.34% | |
| 15 | DOCU | Docusign Inc | Stock-Tech | 1.62% | -0.02% | -6.91% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.40% | +0.72% | +173.47% | |
| 17 | INTC | Intel CORP | Stock-Tech | 1.36% | -0.90% | -3.03% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.24% | — | -4.29% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.09% | -0.54% | +5.16% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.01% | -0.09% | -2.66% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.86% | — | -0.93% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | +0.02% | -6.35% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.75% | -0.09% | +0.42% | |
| 24 | ACN | Accenture plc | Stock-Tech | 0.71% | -0.03% | +3.87% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.68% | -0.05% | -1.05% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.66% | -0.06% | — | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.65% | -0.01% | — | |
| 28 | OKE | Oneok Inc | Stock-Energy | 0.61% | -0.01% | -1.91% | |
| 29 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.54% | -0.01% | -3.73% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.52% | -0.04% | -3.02% | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.51% | — | — | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.50% | -0.01% | — | |
| 33 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.49% | -0.03% | -18.30% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.45% | -0.06% | +94.67% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.43% | -0.02% | -2.43% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | -0.04% | — | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.40% | -0.02% | — | |
| 38 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.37% | -0.07% | +88.74% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.36% | -0.01% | +0.05% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.35% | +0.02% | +0.13% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | -0.05% | +0.56% | |
| 42 | TDSB | Etc Cabana Target Beta ETF | ETF-Other | 0.34% | — | -5.00% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.33% | -0.02% | — | |
| 44 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.32% | -0.03% | +21.70% | |
| 45 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.29% | -0.02% | +15.63% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.29% | -0.01% | — | |
| 47 | MVO | Mv Oil Trust | Stock-Other | 0.28% | -0.01% | -3.62% | |
| 48 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.28% | -0.03% | +93.13% | |
| 49 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.28% | -0.02% | -2.26% | |
| 50 | PGR | Progressive CORP | Stock-Financials | 0.27% | -0.01% | -14.03% |
According to official SEC Form 13F filings, Selective Wealth Management, Inc. reported a total U.S. public equity portfolio value of $381.2M across 103 disclosed positions in Q1 2024.
During Q1 2024, Selective Wealth Management, Inc.'s top holdings by market value included VOO (27.7%)、SGOV (7.3%)、WCLD (5.1%). The largest single position, VOO, represented 27.7% of total portfolio value.
In Q1 2024, Selective Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.