SW
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Selective Wealth Management, Inc.13F | |
| Selective Wealth Management, Inc. | |
| Last update 2025-07-10 | 99 Stocks (2 new) |
| Value $274.00 Mil | Turnover 8 % |
Selective Wealth Management, I... Top Holdings of 2025-06-30
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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 | 123,123 | 70,624.4 | -2.05% | 25.790 | -0.55% | 0.010 | +17.21% | +7.08% | 654,655.2 | ||
SGOV | iShares 0-3 Month Treasury Bond ETF | 529,734 | 53,211.8 | +48.36% | 19.430 | +6.33% | 0.110 | +1.06% | +2.27% | 49,766.7 | ||
META | Meta Platforms Inc | 15,925 | 11,669.7 | -2.16% | 4.260 | -0.08% | 0.000 | +32.10% | +22.75% | 1,804,054.9 | Interactive Media | |
WCLD | Wisdom Tree Cloud Computing Fund | 295,066 | 10,861.4 | 0% | 3.970 | 0% | 2.780 | +13.65% | -7.49% | 368.8 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 139,360 | 10,230.4 | +21.69% | 3.740 | +0.67% | 0.010 | +17.15% | +7.06% | 72,502.2 | ||
JEPI | JPMorgan Equity Premium Income ETF | 146,997 | 8,356.8 | -9.34% | 3.050 | -0.36% | 0.020 | +7.87% | +3.08% | 40,886.4 | ||
IVV | iShares Core S&P 500 ETF | 11,444 | 7,175.7 | +1.63% | 2.620 | +0.04% | 0.000 | +17.02% | +7.08% | 622,054.4 | ||
TWLO | Twilio Inc | 57,257 | 6,956.1 | -2.99% | 2.540 | -0.07% | 0.040 | +30.28% | +4.70% | 17,276.6 | Software | |
CRM | Salesforce Inc | 22,551 | 6,109.6 | -3.06% | 2.230 | -0.08% | 0.000 | +1.36% | -22.57% | 246,714.9 | Software | |
VEEV | Veeva Systems Inc | 19,735 | 5,611.8 | -3.74% | 2.050 | -0.07% | 0.010 | +26.56% | +31.22% | 45,083.8 | Healthcare Providers & Services |
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 | 2025-06-30 | Add Add | +6.33% | 100.35 ($100.53) 100.71 | $100.51 | -0.02% | Add 48.36% | 529,734 | 172,670 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-06-30 | Add Add | +0.67% | 58.41 ($67.22) 72.69 | $73.35 | 9.12% | Add 21.69% | 139,360 | 24,836 | |
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Reduce Reduce | -0.55% | 456.74 ($525.37) 568.03 | $573.22 | 9.11% | Reduce -2.05% | 123,123 | -2,576 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-06-30 | Reduce Reduce | -0.36% | 51.14 ($55.42) 57.14 | $56.76 | 2.42% | Reduce -9.34% | 146,997 | -15,140 | |
ACN | Accenture PLC | 2025-06-30 | Reduce Reduce | -0.33% | 279.23 ($304.68) 323.21 | $281.06 | -7.75% | Reduce -51.47% | 2,495 | -2,646 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.26% | 172.42 ($202.27) 223.89 | $211.16 | 4.40% | Reduce -10.55% | 25,565 | -3,016 | |
VTV | Vanguard Value ETF | 2025-06-30 | Reduce Reduce | -0.26% | 153.67 ($168.97) 176.74 | $178.26 | 5.50% | Reduce -58.56% | 2,616 | -3,696 | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 2025-06-30 | Sold Out Sold Out | -0.25% | 45.88 ($51.55) 54.4 | $54.36 | 5.45% | Sold Out | 0 | -11,572 | |
VTI | Vanguard Total Stock Market ETF | 2025-06-30 | Add Add | +0.23% | 243.75 ($281.15) 303.93 | $307.02 | 9.20% | Add 14.45% | 15,990 | 2,019 | |
VXUS | Vanguard Total International Stock | 2025-06-30 | Reduce Reduce | -0.19% | 55.54 ($64.89) 69.09 | $69.00 | 6.33% | Reduce -22.09% | 25,457 | -7,217 |
Selective Wealth Management, Inc. Total Holding History ($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 2025-06-30
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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