Selective Wealth Management, Inc. Portfolio Holdings

Selective Wealth Management, Inc.

  • $240 Million
  • Q1 2025

Selective Wealth Management, Inc. has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $240 Million distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $64.3M, Ishares Trishares 0 3 Mnth Tre with a value of $35.9M, Wisdomtree Tr Cloud Computing with a value of $10M, Meta Platforms, Inc. with a value of $9.39M, and J P Morgan Exchange Traded Fd with a value of $9.19M.

Examining the 13F form we can see an decrease of $7.3M in the current position value, from $247M to 240M.

Below you can find more details about Selective Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $240 Million
ETFs: $167 Million
Technology: $31.4 Million
Communication Services: $17 Million
Financial Services: $8.22 Million
Healthcare: $5.4 Million
Consumer Cyclical: $4.34 Million
Energy: $2.84 Million
Consumer Defensive: $1.49 Million
Other: $1.49 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$64.3 Million 26.82% of portfolio
125,699
Q1 2025 Reduced 3.29%
$0
$35.9 Million 15.0% of portfolio
357,064
Q1 2025 Added 15.78%
$0
$10 Million 4.18% of portfolio
303,774
Q1 2025 Reduced 2.81%
$1.13T
$9.39 Million 3.92% of portfolio
16,277
Q1 2025 Reduced 3.45%
$0
$9.19 Million 3.84% of portfolio
162,137
Q1 2025 Added 1.16%
$0
$7.49 Million 3.12% of portfolio
114,524
Q1 2025 Added 13.61%
$3.17T
$6.35 Million 2.65% of portfolio
28,581
Q1 2025 Reduced 0.39%
$0
$6.28 Million 2.62% of portfolio
11,260
Q1 2025 Reduced 1.0%
$247B
$6.24 Million 2.61% of portfolio
23,263
Q1 2025 Reduced 2.84%
$14.7B
$5.78 Million 2.41% of portfolio
59,020
Q1 2025 Reduced 2.78%
$30.3B
$4.75 Million 1.98% of portfolio
20,501
Q1 2025 Reduced 2.26%
$14.9B
$3.95 Million 1.65% of portfolio
37,514
Q1 2025 Reduced 1.23%
$0
$3.82 Million 1.59% of portfolio
13,971
Q1 2025 Added 23.11%
$15.1B
$3.77 Million 1.57% of portfolio
46,295
Q1 2025 Reduced 3.05%
$156B
$3.73 Million 1.56% of portfolio
4,687
Q1 2025 Reduced 3.64%
$539B
$2.97 Million 1.24% of portfolio
8,482
Q1 2025 Reduced 1.08%
$0
$2.03 Million 0.85% of portfolio
3,623
Q1 2025 Reduced 1.25%
$0
$2.04 Million 0.85% of portfolio
32,674
Q1 2025 Added 67.31%
$0
$1.79 Million 0.75% of portfolio
3,814
Q1 2025 Added 0.61%
$2.74T
$1.74 Million 0.73% of portfolio
4,635
Q1 2025 Added 1.94%
$288B
$1.69 Million 0.71% of portfolio
12,796
Q1 2025 Reduced 7.76%
$178B
$1.6 Million 0.67% of portfolio
5,141
Q1 2025 Added 1.78%
$0
$1.58 Million 0.66% of portfolio
73,734
Q4 2024 Added 194.61%
$446B
$1.55 Million 0.65% of portfolio
13,004
Q1 2025 Added 0.09%
$214B
$1.46 Million 0.61% of portfolio
5,874
Q1 2025 Reduced 2.31%
$77.7B
$1.44 Million 0.6% of portfolio
63,562
Q1 2025 Reduced 3.32%
$0
$1.33 Million 0.56% of portfolio
3,702
Q1 2025 Reduced 21.28%
$0
$1.2 Million 0.5% of portfolio
12,278
Q1 2025 Added 32.29%
$136B
$1.18 Million 0.49% of portfolio
5,067
Q3 2024 Added 2.2%
$38.5B
$1.14 Million 0.48% of portfolio
11,517
Q1 2025 Reduced 19.13%
$0
$1.14 Million 0.48% of portfolio
5,541
Q3 2024 Reduced 0.63%
$674B
$1.07 Million 0.45% of portfolio
2,042
Q1 2025 Reduced 1.83%
$0
$1.08 Million 0.45% of portfolio
6,312
Q1 2025 Added 0.35%
$0
$1.03 Million 0.43% of portfolio
5,972
Q1 2025 Added 6.0%
$0
$918,000 0.38% of portfolio
2,187
Q1 2025 Reduced 1.62%
$0
$906,000 0.38% of portfolio
8,766
Q1 2025 Reduced 1.61%
$253B
$906,000 0.38% of portfolio
8,362
Q1 2025 Added 3.44%
$253B
$878,000 0.37% of portfolio
10,005
Q1 2025 Reduced 2.65%
$70.5B
$877,000 0.37% of portfolio
13,450
Q1 2025 Reduced 2.53%
$1.76T
$863,000 0.36% of portfolio
4,538
Q1 2025 Reduced 5.83%
$0
$805,000 0.34% of portfolio
18,426
Q1 2025 Added 0.06%
$0
$775,000 0.32% of portfolio
9,158
Q4 2024 Reduced 1.22%
$0
$748,000 0.31% of portfolio
1,378
Q1 2025 Added 0.73%
$4.59B
$707,000 0.3% of portfolio
21,709
Q4 2024 Added 1.85%
$155B
$698,000 0.29% of portfolio
2,468
Q3 2024 Reduced 19.48%
$0
$652,000 0.27% of portfolio
2,538
Q1 2025 Reduced 8.97%
$0
$603,000 0.25% of portfolio
3,313
Q1 2025 Reduced 7.95%
$0
$599,000 0.25% of portfolio
11,572
Q1 2025 New
$0
$593,000 0.25% of portfolio
7,764
Q4 2024 Added 2.1%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $240 Million
  • Prior Value $247 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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