SW
| |
Selective Wealth Management, Inc.13F | |
| Selective Wealth Management, Inc. | |
| Last update 2025-04-14 | 100 Stocks (4 new) |
| Value $230.00 Mil | Turnover 4 % |
Selective Wealth Management, I... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 125,699 | 61,661.7 | -3.29% | 26.840 | -0.93% | 0.010 | +16.76% | +7.46% | 616,819.8 | ||
SGOV | iShares 0-3 Month Treasury Bond ETF | 357,064 | 35,881.3 | +15.78% | 15.620 | +2.13% | 0.090 | +1.08% | +2.17% | 49,722.2 | ||
WCLD | Wisdom Tree Cloud Computing Fund | 303,774 | 9,277.3 | 0% | 4.040 | 0% | 2.540 | +19.17% | -2.27% | 389.6 | ||
META | Meta Platforms Inc | 16,277 | 8,847.8 | -3.45% | 3.850 | -0.14% | 0.000 | +35.35% | +23.00% | 1,807,826.4 | Interactive Media | |
JEPI | JPMorgan Equity Premium Income ETF | 162,137 | 8,752.1 | +1.16% | 3.810 | +0.04% | 0.030 | +5.84% | +3.44% | 41,030.5 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 114,524 | 7,192.1 | +13.61% | 3.130 | +0.38% | 0.010 | +16.68% | +7.38% | 72,719.7 | ||
IVV | iShares Core S&P 500 ETF | 11,260 | 6,046.4 | -1.00% | 2.630 | -0.03% | 0.000 | +16.68% | +7.37% | 623,772.3 | ||
CRM | Salesforce Inc | 23,263 | 5,932.1 | -2.84% | 2.580 | -0.09% | 0.000 | +6.97% | -18.34% | 260,175.4 | Software | |
AAPL | Apple Inc | 28,581 | 5,663.3 | -0.39% | 2.460 | -0.01% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
TWLO | Twilio Inc | 59,020 | 5,126.5 | -2.78% | 2.230 | -0.07% | 0.040 | +34.33% | +11.28% | 18,362.1 | Software |
Selective Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Selective Wealth Management, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | Add Add | +2.13% | 100.34 ($100.51) 100.68 | $100.42 | -0.09% | Add 15.78% | 357,064 | 48,676 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.93% | 507.05 ($540.58) 563.67 | $575.22 | 6.41% | Reduce -3.29% | 125,699 | -4,278 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Add Add | +0.38% | 64.88 ($69.16) 72.1 | $73.57 | 6.38% | Add 13.61% | 114,524 | 13,722 | |
VXUS | Vanguard Total International Stock | 2025-03-31 | Add Add | +0.34% | 58.01 ($61.77) 64.46 | $69.49 | 12.50% | Add 67.31% | 32,674 | 13,145 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.30% | 271.18 ($290.53) 303.12 | $308.03 | 6.02% | Add 23.11% | 13,971 | 2,623 | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 2025-03-31 | New Buy New Buy | +0.25% | 51.45 ($55.7) 58.51 | $54.16 | -2.76% | New holding | 11,572 | 11,572 | |
SCHO | Schwab Short-Term U.S. Treasury ETF | 2025-03-31 | New Buy New Buy | +0.20% | 24.1 ($24.21) 24.34 | $24.24 | 0.12% | New holding | 19,000 | 19,000 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | Reduce Reduce | -0.16% | 360.07 ($394.62) 417.26 | $428.27 | 8.53% | Reduce -21.28% | 3,702 | -1,001 | |
TDSB | Cabana Target Drawdown 7 ETF IOPV | 2025-03-31 | Sold Out Sold Out | -0.16% | 21.55 ($22.06) 22.51 | $22.29 | 1.04% | Sold Out | 0 | -18,463 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -0.14% | 576.36 ($645.17) 736.67 | $719.01 | 11.45% | Reduce -3.45% | 16,277 | -581 |
Selective Wealth Management, Inc. Total Holding History ($B)
Selective Wealth Management, Inc.'s Asset Allocation
Selective Wealth Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Selective Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31
Selective Wealth Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Selective Wealth Management, Inc.'s Holdings Heat Map
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Selective Wealth Management, Inc.'s Holdings Bubble Chart
Selective Wealth Management, Inc. News
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