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CIK: 0001755670
Total reported value
$381.2M
$381.2M
104 檔
32.6%
The Q1 2025 SEC filing reveals that Selective Wealth Management, Inc. held a total portfolio value of $381.2M, covering 104 public equity positions.
In Q1 2025, Selective Wealth Management, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 26.83% | -1.46% | -3.29% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 15.61% | +1.29% | +15.78% | |
| 3 | WCLD | Wisdomtree Cloud Computing | ETF-Other | 4.04% | +0.19% | -2.81% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.85% | -0.42% | -3.45% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.81% | -0.29% | +1.16% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.13% | +0.72% | +13.61% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.63% | -0.17% | -1.00% | |
| 8 | CRM | Salesforce Inc | Stock-Tech | 2.58% | -0.19% | -2.84% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.46% | +0.31% | -0.39% | |
| 10 | TWLO | Twilio Inc - A | Stock-Tech | 2.23% | -1.69% | -2.78% | |
| 11 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.94% | +0.04% | -2.26% | |
| 12 | OKTA | Okta Inc | Stock-Tech | 1.66% | +0.48% | -1.23% | |
| 13 | NOW | Servicenow Inc | Stock-Tech | 1.60% | — | -3.64% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.59% | -0.54% | +23.11% | |
| 15 | DOCU | Docusign Inc | Stock-Tech | 1.50% | -0.02% | -3.05% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.23% | — | -1.08% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.90% | -0.09% | -4.94% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.85% | -0.06% | +67.31% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | — | -1.25% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | -0.09% | +1.94% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.75% | -0.05% | +0.61% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.66% | -0.01% | — | |
| 23 | ACN | Accenture plc | Stock-Tech | 0.64% | -0.03% | +1.78% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 0.60% | -0.04% | -2.31% | |
| 25 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.60% | — | -7.76% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | +0.02% | +0.09% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.56% | -0.06% | -21.28% | |
| 28 | INTC | Intel CORP | Stock-Tech | 0.55% | -0.90% | -3.32% | |
| 29 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.50% | -0.07% | +32.29% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.49% | — | — | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.48% | -0.01% | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.04% | -1.83% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.44% | -0.02% | +0.35% | |
| 34 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.42% | -0.02% | +6.00% | |
| 35 | OKE | Oneok Inc | Stock-Energy | 0.41% | -0.01% | -19.13% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.40% | -0.07% | -2.65% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | -0.05% | +3.44% | |
| 38 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.39% | -0.03% | -1.61% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.38% | -0.01% | -1.62% | |
| 40 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.37% | -0.01% | -2.53% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | -0.04% | -5.83% | |
| 42 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.32% | -0.03% | +0.06% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.32% | -0.02% | — | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.31% | +0.02% | +0.73% | |
| 45 | PGR | Progressive CORP | Stock-Financials | 0.30% | -0.01% | — | |
| 46 | EPRT | Essential Properties Realty | Stock-Real Estate | 0.29% | -0.20% | EXIT | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.27% | -0.02% | -8.97% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.27% | -0.01% | +0.63% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.27% | -0.01% | -7.95% | |
| 50 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.25% | — | — |
According to official SEC Form 13F filings, Selective Wealth Management, Inc. reported a total U.S. public equity portfolio value of $381.2M across 104 disclosed positions in Q1 2025.
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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 32.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $61.7M
During Q1 2025, Selective Wealth Management, Inc.'s top holdings by market value included VOO (26.8%)、SGOV (15.6%)、WCLD (4.0%). The largest single position, VOO, represented 26.8% of total portfolio value.
In Q1 2025, Selective Wealth Management, Inc. made 50 total portfolio adjustments, initiating 50 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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