Selective Wealth Management, Inc. Incresed Positions in Q4 2024

Selective Wealth Management, Inc.

  • $247 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
58.1K
+ 23.22%
$100.16 - $100.7 $5.82M - $5.85M
308K $30.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.6K
+ 12.98%
$66.77 - $71.52 $773K - $828K
101K $6.95M
VTI
Vanguard Total Stock Market Et

ETFs
1.78K
+ 18.55%
$280.04 - $302.45 $497K - $537K
11.3K $3.29M
AAPL
Apple Inc.

Technology
303
+ 1.07%
$221.69 - $259.02 $67.2K - $78.5K
28.7K $7.19M
OKE
Oneok Inc

Energy
606
+ 4.44%
$92.28 - $117.05 $55.9K - $70.9K
14.2K $1.43M
QQQ
Invesco Qqq Trust, Series 1

ETFs
185
+ 5.13%
$481.22 - $538.17 $89K - $99.6K
3.79K $1.94M
IWF
Ishares Russell 1000 Gr ETF

ETFs
122
+ 2.66%
$370.24 - $418.94 $45.2K - $51.1K
4.7K $1.89M
WMT
Walmart Inc.

Consumer Defensive
713
+ 7.46%
$79.1 - $95.7 $56.4K - $68.2K
10.3K $928K
NFLX
Netflix Inc

Communication Services
50
+ 13.26%
$687.65 - $936.56 $34.4K - $46.8K
427 $380K
GOOGL
Alphabet Inc.

Communication Services
100
+ 3.09%
$161.86 - $196.66 $16.2K - $19.7K
3.34K $631K
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.09%
$205.18 - $250.29 $410 - $501
2.35K $563K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
338
+ 3.78%
$100.18 - $109.1 $33.9K - $36.9K
9.28K $973K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
135
+ 10.49%
$170.03 - $192.78 $23K - $26K
1.42K $262K
MSFT
Microsoft Corp

Technology
177
+ 4.05%
$406.35 - $454.46 $71.9K - $80.4K
4.55K $1.92M
SOXX
Ishares Semiconductor ETF

ETFs
252
+ 15.51%
$211.27 - $239.8 $53.2K - $60.4K
1.88K $404K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
58
+ 2.68%
$417.69 - $450.94 $24.2K - $26.2K
2.22K $945K
VTV
Vanguard Value ETF

ETFs
341
+ 5.73%
$168.32 - $181.87 $57.4K - $62K
6.29K $1.06M
IBM
International Business Machines Corp

Technology
128
+ 2.18%
$204.9 - $238.04 $26.2K - $30.5K
6.01K $1.32M
IWD
Ishares Russell 1000 Val ETF

ETFs
124
+ 10.33%
$183.23 - $199.79 $22.7K - $24.8K
1.32K $245K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
2
+ 0.06%
$70.54 - $79.61 $141 - $159
3.28K $249K
VBR
Vanguard Small Cap Value ETF

ETFs
100
+ 4.14%
$197.36 - $217.3 $19.7K - $21.7K
2.52K $498K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
48.7K
+ 194.61%
$22.01 - $66.82 $1.07M - $3.25M
73.7K $1.67M
AVUV
American Centy ETF Tr Avantis

ETFs
27
+ 0.39%
$94.37 - $106.41 $2.55K - $2.87K
7.04K $679K
DVY
Ishares Tr

ETFs
25
+ 0.57%
$129.55 - $143.41 $3.24K - $3.59K
4.38K $574K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
7.8K
+ 100.3%
$22.02 - $46.16 $172K - $360K
15.6K $343K
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.31K
+ 88.24%
$25.33 - $51.16 $135K - $272K
11.3K $292K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.44K
+ 7.98%
$58.88 - $64.8 $85K - $93.6K
19.5K $1.15M
AMCR
Amcor PLC

Consumer Cyclical
288
+ 2.5%
$9.34 - $11.37 $2.69K - $3.27K
11.8K $110K
FIW
First Trust Water ETF

ETFs
1
+ 0.03%
$102.02 - $110.91 $102 - $111
3.28K $334K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1
+ 0.03%
$131.66 - $144.0 $132 - $144
3.77K $498K
IEFA
Ishares Tr

ETFs
160
+ 2.1%
$70.06 - $77.43 $11.2K - $12.4K
7.76K $545K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
395
+ 1.85%
$30.82 - $34.31 $12.2K - $13.6K
21.7K $679K
AMAT
Applied Materials Inc

Technology
2
+ 0.11%
$161.44 - $213.89 $323 - $428
1.75K $284K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.89K
+ 142.05%
$27.54 - $83.04 $217K - $655K
13.4K $372K
JEPI
J P Morgan Exchange Traded Fd

ETFs
903
+ 0.57%
$57.53 - $60.83 $51.9K - $54.9K
160K $9.22M
Activity Summary
Buys All Purchases 42 New Holdings 6 Increased Positions 36 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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