Selective Wealth Management, Inc. Sells in Q1 2025

Selective Wealth Management, Inc.

  • $240 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.28K
- 3.29%
$507.05 - $563.67 $2.17M - $2.41M
126K $64.3M
CRM
Salesforce, Inc.

Technology
-681
- 2.84%
$268.36 - $359.95 $183K - $245K
23.3K $6.24M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
-8.78K
- 2.81%
$32.02 - $41.58 $281K - $365K
304K $10M
NOW
Service Now, Inc.

Technology
-177
- 3.64%
$783.83 - $1170.39 $139K - $207K
4.69K $3.73M
AAPL
Apple Inc.

Technology
-111
- 0.39%
$209.68 - $247.1 $23.3K - $27.4K
28.6K $6.35M
TWLO
Twilio Inc

Communication Services
-1.69K
- 2.78%
$94.9 - $148.35 $160K - $250K
59K $5.78M
META
Meta Platforms, Inc.

Communication Services
-581
- 3.45%
$576.36 - $736.67 $335K - $428K
16.3K $9.39M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1K
- 21.28%
$360.07 - $417.26 $360K - $418K
3.7K $1.33M
DOCU
Docusign, Inc.

Technology
-1.46K
- 3.05%
$74.7 - $97.7 $109K - $142K
46.3K $3.77M
IVV
Ishares Core S&P 500 ETF

ETFs
-114
- 1.0%
$554.06 - $615.85 $63.2K - $70.2K
11.3K $6.28M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-349
- 2.53%
$65.15 - $91.81 $22.7K - $32K
13.5K $877K
OKE
Oneok Inc

Energy
-2.73K
- 19.13%
$89.57 - $109.85 $244K - $299K
11.5K $1.14M
AMZN
Amazon Com Inc

Consumer Cyclical
-281
- 5.83%
$190.26 - $242.06 $53.5K - $68K
4.54K $863K
SPY
Spdr S&P 500 ETF Trust

ETFs
-46
- 1.25%
$551.42 - $612.93 $25.4K - $28.2K
3.62K $2.03M
MVO
Mv Oil Trust

Energy
-2.98K
- 10.1%
$4.78 - $8.76 $14.2K - $26.1K
26.5K $147K
VO
Vanguard Mid Cap ETF

ETFs
-250
- 8.97%
$251.87 - $277.95 $63K - $69.5K
2.54K $652K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.39K
- 4.94%
$76.94 - $78.28 $107K - $109K
26.7K $2.09M
GOOG
Alphabet Inc.

Communication Services
-23
- 1.11%
$156.06 - $207.71 $3.59K - $4.78K
2.05K $319K
TFC
Truist Financial Corp

Financial Services
-1.25K
- 14.63%
$39.48 - $48.15 $49.3K - $60.2K
7.3K $300K
VIG
Vanguard Dividend Appreciation

ETFs
-286
- 7.95%
N/A
3.31K $603K
WMT
Walmart Inc.

Consumer Defensive
-272
- 2.65%
$84.5 - $105.05 $23K - $28.6K
10K $878K
VB
Vanguard Small Cap ETF

ETFs
-91
- 7.22%
$217.89 - $252.64 $19.8K - $23K
1.17K $259K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-670
- 5.91%
$23.16 - $27.04 $15.5K - $18.1K
10.7K $250K
BAC
Bank Of America Corp

Financial Services
-201
- 1.46%
$39.61 - $47.74 $7.96K - $9.6K
13.6K $566K
AMAT
Applied Materials Inc

Technology
-1
- 0.06%
$145.06 - $195.51 $145 - $196
1.75K $254K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-36
- 1.62%
$408.78 - $448.82 $14.7K - $16.2K
2.19K $918K
NFLX
Netflix Inc

Communication Services
-45
- 10.54%
$828.4 - $1058.6 $37.3K - $47.6K
382 $356K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-13
- 0.1%
$25.58 - $29.24 $333 - $380
13.4K $351K
F
Ford Motor CO

Consumer Cyclical
-1K
- 7.41%
$9.12 - $10.43 $9.12K - $10.4K
12.5K $125K
NRZ
New Residential Investment Corp.

Real Estate
-715
- 3.38%
N/A
20.5K $148K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-168
- 1.08%
$21.77 - $22.56 $3.66K - $3.79K
15.4K $345K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-36
- 0.95%
$128.74 - $138.67 $4.63K - $4.99K
3.74K $501K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-143
- 1.61%
$100.59 - $103.47 $14.4K - $14.8K
8.77K $906K
BMY
Bristol Myers Squibb CO

Healthcare
-111
- 1.94%
$53.9 - $63.11 $5.98K - $7.01K
5.6K $341K
AVDV
American Centy ETF Tr Avantis

ETFs
-205
- 3.18%
$63.74 - $71.96 $13.1K - $14.8K
6.25K $440K
VZ
Verizon Communications Inc

Communication Services
-31
- 0.49%
$37.81 - $46.49 $1.17K - $1.44K
6.27K $284K
T
At&T Inc.

Communication Services
-567
- 4.3%
$21.56 - $28.28 $12.2K - $16K
12.6K $356K
INTC
Intel Corp

Technology
-2.18K
- 3.32%
$19.1 - $27.39 $41.7K - $59.7K
63.6K $1.44M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-38
- 1.83%
$442.66 - $534.52 $16.8K - $20.3K
2.04K $1.07M
IBM
International Business Machines Corp

Technology
-139
- 2.31%
$217.4 - $264.74 $30.2K - $36.8K
5.87K $1.46M
V
Visa Inc.

Financial Services
-93
- 1.08%
$306.92 - $362.71 $28.5K - $33.7K
8.48K $2.97M
VEEV
Veeva Systems Inc

Healthcare
-473
- 2.26%
$210.58 - $246.8 $99.6K - $117K
20.5K $4.75M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.08K
- 7.76%
$80.53 - $147.57 $86.7K - $159K
12.8K $1.69M
OKTA
Okta, Inc.

Technology
-466
- 1.23%
$78.83 - $116.72 $36.7K - $54.4K
37.5K $3.95M
Activity Summary
Buys All Purchases 31 New Holdings 4 Increased Positions 27 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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