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Selective Wealth Management, Inc.

13F
Selective Wealth Management, Inc.
Last update 2025-04-14 100 Stocks (4 new)
Value $230.00 Mil Turnover 4 %
Countries:
Selective Wealth Management, I... Top Holdings of 2025-03-31 View Full List
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
+6.04%
+4.19%
620,608.2
 
SGOV
iShares 0-3 Month Treasury Bond ETF
357,064
35,881.3
+15.78%
15.620
+2.13%
0.090
+1.07%
+2.04%
49,461.4
 
WCLD
Wisdom Tree Cloud Computing Fund
303,774
9,277.3
0%
4.040
0%
2.540
+2.20%
-4.56%
380.5
 
META
Meta Platforms Inc
16,277
8,847.8
-3.45%
3.850
-0.14%
0.000
+15.17%
+21.84%
1,790,703.9
Interactive Media
JEPI
JPMorgan Equity Premium Income ETF
162,137
8,752.1
+1.16%
3.810
+0.04%
0.030
+0.43%
+2.01%
40,457.4
 
SPLG
SPDR Portfolio S&P 500 ETF
114,524
7,192.1
+13.61%
3.130
+0.38%
0.010
+6.04%
+4.18%
71,325.1
 
IVV
iShares Core S&P 500 ETF
11,260
6,046.4
-1.00%
2.630
-0.03%
0.000
+6.02%
+4.18%
585,499.6
 
CRM
Salesforce Inc
23,263
5,932.1
-2.84%
2.580
-0.09%
0.000
-4.87%
-18.64%
259,238.5
Software
AAPL
Apple Inc
28,581
5,663.3
-0.39%
2.460
-0.01%
0.000
-9.14%
-19.82%
2,991,645.9
Hardware
TWLO
Twilio Inc
59,020
5,126.5
-2.78%
2.230
-0.07%
0.040
+14.44%
+12.53%
18,568.2
Software

Selective Wealth Management, Inc.'s Historical Top Holdings Breakdowns

Selective Wealth Management, Inc.'s Top Stock Picks View Full List
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
$100.63
0.12%
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
$559.44
3.49%
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
$71.59
3.51%
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
$68.14
10.31%
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
$299.71
3.16%
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
$53.76
-3.48%
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
$24.33
0.50%
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
$414.00
4.91%
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
$712.20
10.39%
Reduce -3.45%
16,277
-581

Selective Wealth Management, Inc. Total Holding History ($B)

To

Selective Wealth Management, Inc.'s Asset Allocation

To

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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