Selective Wealth Management, Inc. Reduced Holdings in Q4 2024

Selective Wealth Management, Inc.

  • $247 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-34.7K
- 71.41%
$82.28 - $117.52 $2.85M - $4.07M
13.9K $1.18M
META
Meta Platforms, Inc.

Communication Services
-1.6K
- 8.66%
$554.08 - $632.68 $885K - $1.01M
16.9K $9.94M
INTC
Intel Corp

Technology
-5.07K
- 7.16%
$19.07 - $26.23 $96.7K - $133K
65.7K $1.32M
VEEV
Veeva Systems Inc

Healthcare
-1.5K
- 6.69%
$201.81 - $250.45 $303K - $376K
21K $4.41M
TDSB
Exchange Listed Fds Tr Cabana

ETFs
-12.1K
- 39.58%
$21.64 - $22.94 $262K - $277K
18.5K $399K
IVV
Ishares Core S&P 500 ETF

ETFs
-571
- 4.78%
$570.51 - $610.59 $326K - $349K
11.4K $6.7M
VZ
Verizon Communications Inc

Communication Services
-2.41K
- 27.63%
$39.6 - $45.21 $95.2K - $109K
6.3K $251K
XOM
Exxon Mobil Corp

Energy
-25
- 0.19%
$105.51 - $125.37 $2.64K - $3.13K
13K $1.4M
MVO
Mv Oil Trust

Energy
-8.17K
- 21.7%
$7.52 - $10.27 $61.4K - $83.9K
29.5K $236K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-926
- 3.19%
$77.02 - $78.58 $71.3K - $72.8K
28.1K $2.17M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-589
- 3.1%
$43.02 - $47.32 $25.3K - $27.9K
18.4K $796K
OKTA
Okta, Inc.

Technology
-3.14K
- 7.63%
$71.81 - $86.11 $225K - $270K
38K $2.99M
VGT
Vanguard Information Technolog

ETFs
-184
- 11.86%
$571.78 - $647.97 $105K - $119K
1.37K $850K
VB
Vanguard Small Cap ETF

ETFs
-242
- 16.11%
$233.76 - $261.58 $56.6K - $63.3K
1.26K $302K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-863
- 12.88%
$61.68 - $67.87 $53.2K - $58.6K
5.84K $363K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.93K
- 12.24%
$77.25 - $91.3 $149K - $176K
13.8K $1.18M
COST
Costco Wholesale Corp

Consumer Defensive
-68
- 9.63%
$873.59 - $994.69 $59.4K - $67.6K
638 $584K
AVDV
American Centy ETF Tr Avantis

ETFs
-60
- 0.92%
$63.85 - $70.4 $3.83K - $4.22K
6.45K $419K
VIG
Vanguard Dividend Appreciation

ETFs
-221
- 5.79%
N/A
3.6K $655K
LLY
Eli Lilly & CO

Healthcare
-3
- 0.95%
$727.2 - $932.06 $2.18K - $2.8K
312 $240K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-52
- 2.44%
$442.29 - $483.08 $23K - $25.1K
2.08K $942K
JNJ
Johnson & Johnson

Healthcare
-20
- 1.06%
$143.34 - $165.86 $2.87K - $3.32K
1.86K $269K
MFC
Manulife Financial Corp

Financial Services
-1.37K
- 12.0%
$29.21 - $32.87 $40K - $45K
10.1K $308K
VO
Vanguard Mid Cap ETF

ETFs
-82
- 2.86%
$261.5 - $284.63 $21.4K - $23.3K
2.79K $736K
XLE
Energy Sector Spdr

ETFs
-9
- 0.16%
$83.32 - $97.27 $750 - $875
5.57K $476K
T
At&T Inc.

Communication Services
-1.07K
- 7.51%
$21.22 - $23.88 $22.7K - $25.6K
13.2K $300K
NRZ
New Residential Investment Corp.

Real Estate
-1.2K
- 5.34%
N/A
21.2K $153K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-34
- 1.18%
$70.31 - $77.39 $2.39K - $2.63K
2.84K $199K
IWR
Ishares Russell Mid Cap ETF

ETFs
-113
- 1.22%
$87.25 - $95.52 $9.86K - $10.8K
9.16K $809K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-4
- 0.04%
$100.24 - $101.35 $401 - $405
8.91K $896K
Exchange Listed Fds Tr
-5.04K
- 30.01%
N/A
11.8K $0
BAC
Bank Of America Corp

Financial Services
-1.37K
- 9.02%
$39.22 - $47.77 $53.5K - $65.2K
13.8K $605K
SPY
Spdr S&P 500 ETF Trust

ETFs
-45
- 1.21%
$567.81 - $607.81 $25.6K - $27.4K
3.67K $2.15M
GOOG
Alphabet Inc.

Communication Services
-110
- 5.05%
$163.08 - $198.16 $17.9K - $21.8K
2.07K $393K
TSLA
Tesla, Inc.

Consumer Cyclical
-233
- 22.15%
$213.65 - $479.86 $49.8K - $112K
819 $330K
NVDA
Nvidia Corp

Technology
-205
- 2.47%
$117.0 - $148.88 $24K - $30.5K
8.08K $1.09M
AMZN
Amazon Com Inc

Consumer Cyclical
-121
- 2.45%
$180.88 - $232.93 $21.9K - $28.2K
4.82K $1.06M
V
Visa Inc.

Financial Services
-492
- 5.43%
$273.87 - $320.91 $135K - $158K
8.58K $2.71M
NOW
Service Now, Inc.

Technology
-436
- 8.23%
$867.18 - $1148.42 $378K - $501K
4.86K $5.16M
DOCU
Docusign, Inc.

Technology
-6.1K
- 11.33%
$61.42 - $106.99 $375K - $653K
47.8K $4.29M
CRM
Salesforce, Inc.

Technology
-1.47K
- 5.79%
$270.87 - $367.87 $399K - $542K
23.9K $8.01M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
-11.2K
- 3.47%
$31.2 - $41.46 $350K - $466K
313K $11.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-52
- 0.04%
$521.84 - $558.82 $27.1K - $29.1K
130K $70M
TWLO
Twilio Inc

Communication Services
-4.25K
- 6.54%
$63.73 - $114.96 $271K - $488K
60.7K $6.56M
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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