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 | +5.74% | +4.14% | 620,336.4 | ||
SGOV | iShares 0-3 Month Treasury Bond ETF | 357,064 | 35,881.3 | +15.78% | 15.620 | +2.13% | 0.090 | +1.07% | +2.05% | 49,466.3 | ||
WCLD | Wisdom Tree Cloud Computing Fund | 303,774 | 9,277.3 | 0% | 4.040 | 0% | 2.540 | +0.23% | -5.70% | 375.9 | ||
META | Meta Platforms Inc | 16,277 | 8,847.8 | -3.45% | 3.850 | -0.14% | 0.000 | +13.14% | +21.13% | 1,780,319.7 | Interactive Media | |
JEPI | JPMorgan Equity Premium Income ETF | 162,137 | 8,752.1 | +1.16% | 3.810 | +0.04% | 0.030 | +0.30% | +1.63% | 40,307.3 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 114,524 | 7,192.1 | +13.61% | 3.130 | +0.38% | 0.010 | +5.82% | +4.19% | 71,330.1 | ||
IVV | iShares Core S&P 500 ETF | 11,260 | 6,046.4 | -1.00% | 2.630 | -0.03% | 0.000 | +5.82% | +4.22% | 585,672.5 | ||
CRM | Salesforce Inc | 23,263 | 5,932.1 | -2.84% | 2.580 | -0.09% | 0.000 | -6.82% | -19.56% | 256,284.5 | Software | |
AAPL | Apple Inc | 28,581 | 5,663.3 | -0.39% | 2.460 | -0.01% | 0.000 | -9.93% | -19.43% | 3,006,133.7 | Hardware | |
TWLO | Twilio Inc | 59,020 | 5,126.5 | -2.78% | 2.230 | -0.07% | 0.040 | +13.12% | +10.83% | 18,287.3 | 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 | $100.64 | 0.13% | 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 | $559.20 | 3.44% | 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 | 3.52% | 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 | $67.94 | 10.00% | 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 | $299.36 | 3.04% | 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 | $53.90 | -3.24% | 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 | $24.35 | 0.58% | 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 | $415.44 | 5.28% | 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 | $22.26 | 0.91% | Sold Out | 0 | -18,463 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -0.14% | 576.36 ($645.17) 736.67 | $708.07 | 9.75% | Reduce -3.45% | 16,277 | -581 |
Selective Wealth Management, Inc. Total Holding History ($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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