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CIK: 0001755670
Total reported value
$429.7M
$429.7M
105 檔
30.6%
In Q4 2024, Selective Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $429.7M, distributed across 105 disclosed stock positions.
Selective Wealth Management, Inc. executed strategic sector rebalancing during Q4 2024, establishing 6 new positions while fully exiting 7 holdings and trimming 45 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 28.25% | -1.59% | -0.04% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 12.58% | -2.36% | +23.22% | |
| 3 | WCLD | Wisdomtree Cloud Computing | ETF-Other | 4.70% | +0.10% | -3.47% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.07% | +0.08% | -8.66% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.74% | -0.10% | +0.57% | |
| 6 | CRM | Salesforce Inc | Stock-Tech | 3.15% | +0.24% | -5.79% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.80% | +1.67% | +12.98% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.72% | +0.03% | +1.07% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.70% | -0.18% | -4.78% | |
| 10 | TWLO | Twilio Inc - A | Stock-Tech | 2.68% | +0.06% | -6.54% | |
| 11 | NOW | Servicenow Inc | Stock-Tech | 2.04% | +0.15% | -8.23% | |
| 12 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.80% | +0.35% | -6.69% | |
| 13 | DOCU | Docusign Inc | Stock-Tech | 1.75% | +0.27% | -11.33% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.33% | -0.03% | +18.55% | |
| 15 | OKTA | Okta Inc | Stock-Tech | 1.28% | +0.26% | -7.63% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.08% | +0.01% | -5.43% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.88% | -0.05% | -3.19% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.87% | -0.05% | -1.21% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.78% | -0.05% | +5.13% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.77% | +0.30% | +4.05% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.75% | -0.03% | +2.66% | |
| 22 | ACN | Accenture plc | Stock-Tech | 0.72% | +0.04% | — | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.68% | -0.01% | +194.61% | |
| 24 | OKE | Oneok Inc | Stock-Energy | 0.61% | -0.11% | EXIT | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.36% | EXIT | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.53% | — | +2.17% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.52% | — | — | |
| 28 | INTC | Intel CORP | Stock-Tech | 0.51% | -0.01% | -7.16% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.51% | -0.08% | — | |
| 30 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.49% | -0.02% | -12.24% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.46% | +0.08% | +7.98% | |
| 32 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.46% | — | -71.41% | |
| 33 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.44% | -0.03% | +3.26% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.44% | -0.04% | +5.73% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | +0.22% | -2.47% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | +0.05% | -2.45% | |
| 37 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.39% | -0.04% | +3.78% | |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.38% | -0.03% | +2.68% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | +0.05% | -2.44% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | — | +7.46% | |
| 41 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.36% | -0.02% | -0.04% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.34% | -0.02% | -11.86% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.33% | -0.03% | -1.22% | |
| 44 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.32% | -0.04% | -3.10% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.30% | -0.02% | -2.86% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.29% | -0.01% | -5.79% | |
| 47 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.28% | -0.01% | +0.39% | |
| 48 | EPRT | Essential Properties Realty | Stock-Real Estate | 0.27% | — | +1.85% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.03% | +3.09% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.26% | -0.03% | -9.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +2.1% | +23.22% | Add |
| 2 | TWLO | Twilio Inc - A | +0.9% | -6.54% | Trim |
| 3 | WCLD | Wisdomtree Cloud Computing | +0.4% | -3.47% | Trim |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +12.98% | Add |
| 5 | DOCU | Docusign Inc | +0.3% | -11.33% | Trim |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +18.55% | Add |
| 7 | AHR | American Healthcare Reit Inc | +0.2% | NEW | New buy |
| 8 | OKE | Oneok Inc | +0.1% | +4.44% | Add |
| 9 | DE | Deere & Co | +0.1% | NEW | New buy |
| 10 | CRM | Salesforce Inc | +0.1% | -5.79% | Trim |
| 11 | AAPL | Apple Inc | +0.1% | +1.07% | Add |
| 12 | WMT | Walmart Inc | +0.1% | +7.46% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | -2.45% | Trim |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +5.13% | Add |
| 15 | V | Visa Inc-class A Shares | 0% | -5.43% | Trim |
| 16 | GOOGL | Alphabet Inc-cl A | 0% | +3.09% | Add |
| 17 | OKTA | Okta Inc | 0% | -7.63% | Trim |
| 18 | IWF | Ishares Russell 1000 Growth | 0% | +2.66% | Add |
| 19 | VXF | Vanguard Extended Market ETF | 0% | +3.26% | Add |
| 20 | JPM | Jpmorgan Chase & Co | 0% | +0.09% | Add |
| 21 | NFLX | Netflix Inc | 0% | +13.26% | Add |
| 22 | MSFT | Microsoft CORP | 0% | +4.05% | Add |
| 23 | TSLA | Tesla Inc | 0% | -22.15% | Trim |
| 24 | PNW | Pinnacle West Capital Corporation | 0% | — | Unchanged |
| 25 | NOW | Servicenow Inc | 0% | -8.23% | Trim |
| 26 | ESGV | Vanguard Esg US Stock ETF | 0% | +3.78% | Add |
| 27 | VTV | Vanguard Value ETF | 0% | +5.73% | Add |
| 28 | BX | Blackstone Inc | 0% | — | Unchanged |
| 29 | GOOG | Alphabet Inc-cl C | 0% | -5.05% | Trim |
| 30 | SOXX | Ishares Semiconductor ETF | 0% | +15.51% | Add |
| 31 | FTEC | Fidelity Msci Info Tech Indx | 0% | +10.49% | Add |
| 32 | SHAK 0 03-01-28Bond | Shake Shack Inc | 0% | NEW | New buy |
| 33 | BAC | Bank Of America CORP | 0% | -9.02% | Trim |
| 34 | IWD | Ishares Russell 1000 Value E | 0% | +10.33% | Add |
| 35 | JBLU 0.5 04-01-26Bond | Jetblue Airways CORP | 0% | NEW | New buy |
| 36 | FARO 5.5 02-01-28Bond | Faro Technologies Inc | 0% | NEW | New buy |
| 37 | EB 5 12-01-25Bond | Eventbrite Inc | 0% | NEW | New buy |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | — | +2.68% | Add |
| 39 | VBR | Vanguard Small-cap Value ETF | — | +4.14% | Add |
| 40 | AVUV | Avantis US Small Cap Value | — | +0.39% | Add |
| 41 | XLG | Invesco S&p 500 Top 50 ETF | — | — | Unchanged |
| 42 | TFC | Truist Financial CORP | — | — | Unchanged |
| 43 | AMCR | Amcor plc | — | +2.50% | Add |
| 44 | PDP | Invesco Dorsey Wright Moment | — | — | Unchanged |
| 45 | ONEQ | Fidelity Nasdaq Comp Indx | — | +0.06% | Add |
| 46 | IWO | Ishares Russell 2000 Growth | — | — | Unchanged |
| 47 | GLDM | Spdr Gold Minishares Trust | — | — | Unchanged |
| 48 | DFSD | Dimensional Short Duration | — | — | Unchanged |
| 49 | WM | Waste Management Inc | — | — | Unchanged |
| 50 | XLE | Ss Energy Select Sector | — | -0.16% | Trim |
According to official SEC Form 13F filings, Selective Wealth Management, Inc. reported a total U.S. public equity portfolio value of $429.7M across 105 disclosed positions in Q4 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, WCLD) accounted for 30.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
AHR
市值: $359.3K
Top Position Liquidated / Trimmed
CAT
前期市值: $418.6K
During Q4 2024, Selective Wealth Management, Inc.'s top holdings by market value included VOO (28.3%)、SGOV (12.6%)、WCLD (4.7%). The largest single position, VOO, represented 28.3% of total portfolio value.
In Q4 2024, Selective Wealth Management, Inc. made 94 total portfolio adjustments, initiating 6 new buys, adding to 36 positions, trimming 45 holdings, and fully liquidating 7 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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