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CIK: 0001755670
Total reported value
$381.2M
$381.2M
106 檔
32.6%
According to the latest 13F quarterly dataset, Selective Wealth Management, Inc. managed an equity portfolio of $381.2M at the end of Q3 2024, spanning 106 distinct U.S. exchange-listed positions.
In Q3 2024, Selective Wealth Management, Inc. adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 28.45% | -1.46% | -2.64% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 10.44% | +1.29% | +36.48% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.55% | -0.42% | -6.67% | |
| 4 | WCLD | Wisdomtree Cloud Computing | ETF-Other | 4.27% | +0.19% | -4.81% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.90% | -0.29% | -8.70% | |
| 6 | CRM | Salesforce Inc | Stock-Tech | 3.08% | -0.19% | -6.98% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.86% | -0.17% | -3.92% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.66% | +0.31% | +29.02% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.50% | +0.72% | +51.83% | |
| 10 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 2.21% | — | -13.01% | |
| 11 | NOW | Servicenow Inc | Stock-Tech | 2.03% | — | -9.74% | |
| 12 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.91% | +0.04% | -9.86% | |
| 13 | TWLO | Twilio Inc - A | Stock-Tech | 1.83% | -1.69% | -5.12% | |
| 14 | DOCU | Docusign Inc | Stock-Tech | 1.50% | -0.02% | -11.55% | |
| 15 | OKTA | Okta Inc | Stock-Tech | 1.25% | +0.48% | -6.70% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.12% | -0.54% | -1.93% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.04% | — | -7.78% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.94% | -0.09% | -3.26% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.88% | — | -1.35% | |
| 20 | ACN | Accenture plc | Stock-Tech | 0.76% | -0.03% | +1.53% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.75% | -0.09% | +10.10% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.73% | -0.05% | +2.10% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.72% | -0.06% | +0.09% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.69% | -0.01% | — | |
| 25 | INTC | Intel CORP | Stock-Tech | 0.69% | -0.90% | -9.75% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | +0.02% | -13.10% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.58% | — | +2.20% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.56% | -0.04% | -8.05% | |
| 29 | OKE | Oneok Inc | Stock-Energy | 0.53% | -0.01% | -16.57% | |
| 30 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.53% | -0.01% | -7.46% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.52% | -0.01% | -0.63% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.48% | -0.06% | +5.92% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | -0.05% | -13.69% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.43% | -0.02% | — | |
| 35 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.41% | -0.02% | +34.85% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.04% | -2.16% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.38% | +0.02% | -0.06% | |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.38% | -0.01% | — | |
| 39 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.38% | -0.07% | +0.52% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | -0.04% | -3.63% | |
| 41 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.37% | -0.03% | +0.02% | |
| 42 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.35% | -0.03% | +0.04% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.34% | -0.02% | -0.54% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.07% | -1.87% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.31% | -0.02% | -27.69% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.31% | -0.01% | +2.28% | |
| 47 | EPRT | Essential Properties Realty | Stock-Real Estate | 0.29% | -0.20% | EXIT | |
| 48 | TDSB | Etc Cabana Target Beta ETF | ETF-Other | 0.29% | — | -3.84% | |
| 49 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.28% | -0.03% | — | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.26% | -0.01% | +0.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +2.3% | +36.48% | Add |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.8% | +51.83% | Add |
| 3 | AAPL | Apple Inc | +0.4% | +29.02% | Add |
| 4 | BABA | Alibaba Group Holding-sp Adr | +0.4% | -13.01% | Trim |
| 5 | SCHI | Schwab 5-10 Year Corporate B | +0.2% | NEW | New buy |
| 6 | TWLO | Twilio Inc - A | +0.1% | -5.12% | Trim |
| 7 | NOW | Servicenow Inc | +0.1% | -9.74% | Trim |
| 8 | DOCU | Docusign Inc | +0.1% | -11.55% | Trim |
| 9 | ACN | Accenture plc | +0.1% | +1.53% | Add |
| 10 | LOW | Lowe's Cos Inc | +0.1% | +2.20% | Add |
| 11 | VXF | Vanguard Extended Market ETF | +0.1% | +34.85% | Add |
| 12 | PYPL | Paypal Holdings Inc | +0.1% | -7.46% | Trim |
| 13 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | NEW | New buy |
| 14 | PNW | Pinnacle West Capital Corporation | +0.1% | NEW | New buy |
| 15 | FIDU | Fidelity Msci Indust Indx | +0.1% | NEW | New buy |
| 16 | SMLF | Ishares US Smallcap Equity F | +0.1% | NEW | New buy |
| 17 | IBM | Intl Business Machines CORP | +0.1% | -8.05% | Trim |
| 18 | CRM | Salesforce Inc | 0% | -6.98% | Trim |
| 19 | EPRT | Essential Properties Realty | 0% | +0.99% | Add |
| 20 | BMY | Bristol-myers Squibb Co | 0% | -2.23% | Trim |
| 21 | VXUS | Vanguard Total Intl Stock | 0% | +5.92% | Add |
| 22 | WMT | Walmart Inc | 0% | -1.87% | Trim |
| 23 | GOOGL | Alphabet Inc-cl A | 0% | +33.32% | Add |
| 24 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 25 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | 0% | +0.04% | Add |
| 26 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -2.16% | Trim |
| 28 | VIG | Vanguard Dividend Apprec ETF | 0% | +2.28% | Add |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | — | Unchanged |
| 30 | IWR | Ishares Russell Mid-cap ETF | 0% | -0.54% | Trim |
| 31 | IJR | Ishares Core S&p Small-cap E | 0% | -27.80% | Trim |
| 32 | AMAT | Applied Materials Inc | 0% | +0.29% | Add |
| 33 | JPM | Jpmorgan Chase & Co | -0.1% | -17.62% | Trim |
| 34 | OKE | Oneok Inc | -0.1% | -16.57% | Trim |
| 35 | META | Meta Platforms Inc-class A | -0.1% | -6.67% | Trim |
| 36 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -30.47% | Trim |
| 37 | XOM | Exxon Mobil CORP | -0.1% | -13.10% | Trim |
| 38 | MVO | Mv Oil Trust | -0.1% | -34.73% | Trim |
| 39 | SCHM | Schwab US Mid Cap ETF | -0.1% | -29.69% | Trim |
| 40 | AMZN | Amazon.com Inc | -0.1% | -3.63% | Trim |
| 41 | PSL | Invesco Dorsey Wright Consum | -0.1% | EXIT | Sold out |
| 42 | NVDA | Nvidia CORP | -0.1% | -13.69% | Trim |
| 43 | VO | Vanguard Mid-cap ETF | -0.1% | -27.69% | Trim |
| 44 | V | Visa Inc-class A Shares | -0.1% | -7.78% | Trim |
| 45 | IVV | Ishares Core S&p 500 ETF | -0.2% | -3.92% | Trim |
| 46 | WCLD | Wisdomtree Cloud Computing | -0.4% | -4.81% | Trim |
| 47 | JEPI | Jpmorgan Equity Premium Inco | -0.4% | -8.70% | Trim |
| 48 | INTC | Intel CORP | -0.5% | -9.75% | Trim |
| 49 | OKTA | Okta Inc | -0.6% | -6.70% | Trim |
| 50 | VOO | Vanguard S&p 500 ETF | -1.6% | -2.64% | Trim |
According to official SEC Form 13F filings, Selective Wealth Management, Inc. reported a total U.S. public equity portfolio value of $381.2M across 106 disclosed positions in Q3 2024.
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.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SGOV, META) accounted for 32.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
SCHI
市值: $354.2K
Top Position Liquidated / Trimmed
PSL
前期市值: $202.0K
During Q3 2024, Selective Wealth Management, Inc.'s top holdings by market value included VOO (28.4%)、SGOV (10.4%)、META (4.5%). The largest single position, VOO, represented 28.4% of total portfolio value.
In Q3 2024, Selective Wealth Management, Inc. made 47 total portfolio adjustments, initiating 5 new buys, adding to 12 positions, trimming 29 holdings, and fully liquidating 1 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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