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CIK: 0001755670
Total reported value
$381.2M
$381.2M
102 檔
30.8%
During the Q2 2024 filing period, Selective Wealth Management, Inc. (CIK: 0001755670) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $381.2M across 102 reported positions.
During Q2 2024, Selective Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 30.05% | -1.46% | -1.06% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 8.11% | +1.29% | +10.38% | |
| 3 | WCLD | Wisdomtree Cloud Computing | ETF-Other | 4.64% | +0.19% | -3.59% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.62% | -0.42% | -6.81% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.32% | -0.29% | -1.60% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.06% | -0.17% | -0.42% | |
| 7 | CRM | Salesforce Inc | Stock-Tech | 3.04% | -0.19% | -4.77% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.22% | +0.31% | -3.27% | |
| 9 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 2.00% | +0.04% | -6.00% | |
| 10 | NOW | Servicenow Inc | Stock-Tech | 1.92% | — | -6.73% | |
| 11 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.86% | — | -8.83% | |
| 12 | OKTA | Okta Inc | Stock-Tech | 1.84% | +0.48% | -7.32% | |
| 13 | TWLO | Twilio Inc - A | Stock-Tech | 1.70% | -1.69% | -5.76% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.69% | +0.72% | +10.29% | |
| 15 | DOCU | Docusign Inc | Stock-Tech | 1.39% | -0.02% | -3.18% | |
| 16 | INTC | Intel CORP | Stock-Tech | 1.20% | -0.90% | -6.88% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.17% | -0.54% | -0.59% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.15% | — | -5.60% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.02% | -0.09% | -1.52% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.92% | — | -2.03% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | -0.09% | -2.51% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | -0.05% | -0.93% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.76% | -0.06% | +0.11% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | +0.02% | -2.66% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.71% | -0.01% | +0.30% | |
| 26 | ACN | Accenture plc | Stock-Tech | 0.65% | -0.03% | -0.76% | |
| 27 | OKE | Oneok Inc | Stock-Energy | 0.59% | -0.01% | -7.39% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.58% | -0.01% | +0.18% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | -0.05% | +974.27% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.50% | -0.04% | -0.31% | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.47% | — | -0.50% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.46% | -0.06% | -1.59% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | -0.04% | -2.44% | |
| 34 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.44% | -0.01% | -9.88% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.42% | -0.02% | -1.22% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.42% | -0.02% | +3.05% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.41% | +0.02% | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.04% | +56.99% | |
| 39 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.39% | -0.03% | -21.08% | |
| 40 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.39% | -0.07% | -4.69% | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.37% | -0.01% | +0.05% | |
| 42 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.34% | -0.03% | +3.36% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.33% | -0.02% | +0.24% | |
| 44 | TDSB | Etc Cabana Target Beta ETF | ETF-Other | 0.31% | — | -10.54% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.30% | -0.01% | +0.43% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.07% | -2.74% | |
| 47 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.30% | -0.02% | +1.07% | |
| 48 | PGR | Progressive CORP | Stock-Financials | 0.28% | -0.01% | — | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.28% | — | -7.73% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.27% | -0.01% | -0.85% |
According to official SEC Form 13F filings, Selective Wealth Management, Inc. reported a total U.S. public equity portfolio value of $381.2M across 102 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, SGOV, WCLD) accounted for 30.8% of total reported equity market value during Q2 2024.
During Q2 2024, Selective Wealth Management, Inc.'s top holdings by market value included VOO (30.1%)、SGOV (8.1%)、WCLD (4.6%). The largest single position, VOO, represented 30.1% of total portfolio value.
In Q2 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.
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