HoldingsChannel.com
Selective Wealth Management Inc. Top Holdings
As of  06/30/2022, below is a summary of the Selective Wealth Management Inc. top holdings by largest position size, as per the latest 13f filing made by Selective Wealth Management Inc.. In the Selective Wealth Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Selective Wealth Management Inc. in that top holding, then the share count change between reporting periods, and finally the Selective Wealth Management Inc. top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 67,720 +56,724 $23,491
     VOO67,720+56,724$23,491
ALIBABA GROUP HLDG LTD 164,286 -8,022 $18,676
     BABA164,286-8,022$18,676
JFROG LTD 588,136 -11,284 $12,392
     FROG588,136-11,284$12,392
VANGUARD BD INDEX FDS (BSV) 132,480 -4,062 $10,173
     BSV132,480-4,062$10,173
VEEVA SYS INC 44,921 -1,223 $8,896
     VEEV44,921-1,223$8,896
SPLUNK INC 93,240 -2,662 $8,248
     SPLK93,240-2,662$8,248
SALESFORCE INC 47,127 +16,315 $7,778
     CRM47,127+16,315$7,778
ISHARES TR (STIP) 74,571 +73,699 $7,564
     STIP74,571+73,699$7,564
DOCUSIGN INC 131,204 -3,142 $7,528
     DOCU131,204-3,142$7,528
ALPHABET INC 3,105 +777 $6,792
     GOOG3,105+777$6,792
META PLATFORMS INC 42,021 -676 $6,776
     FB42,021-676$6,776
INTEL CORP 179,658 -4,802 $6,721
     INTC179,658-4,802$6,721
TWILIO INC 79,466 +79,466 $6,660
     TWLO79,466+79,466$6,660
ZENDESK INC 89,329 +2,227 $6,617
     ZEN89,329+2,227$6,617
OKTA INC 72,904 +72,804 $6,591
     OKTA72,904+72,804$6,591
EVERBRIDGE INC 198,524 -1,521 $5,537
     EVBG198,524-1,521$5,537
SERVICENOW INC 10,632 -338 $5,056
     NOW10,632-338$5,056
EXCHANGE LISTED FDS TR (TDSB) 220,214 -34,154 $4,814
     TDSB220,214-34,154$4,814
EXXON MOBIL CORP 53,392 -96 $4,572
     XOM53,392-96$4,572
APPLE INC 29,389 +144 $4,018
     AAPL29,389+144$4,018
VISA INC 20,251 -561 $3,987
     V20,251-561$3,987
EXCHANGE LISTED FDS TR (TDSC) 161,134 -31,240 $3,714
     TDSC161,134-31,240$3,714
PAYPAL HLDGS INC 42,741 +42,359 $2,985
     PYPL42,741+42,359$2,985
MV OIL TR 262,250 +111,244 $2,927
     MVO262,250+111,244$2,927
INTERNATIONAL BUSINESS MACHS 19,874 -521 $2,806
     IBM19,874-521$2,806
ISHARES TR (IVV) 6,440 +4,384 $2,442
     IVV6,440+4,384$2,442
BRISTOL MYERS SQUIBB CO 28,156 -85 $2,168
     BMY28,156-85$2,168
SPDR S&P 500 ETF TR (SPY) 5,684 +2,200 $2,144
     SPY5,684+2,200$2,144
EXCHANGE LISTED FDS TR (CLSC) 90,481 -15,466 $1,914
     CLSC90,481-15,466$1,914
ONEOK INC NEW 30,741 +19,520 $1,706
     OKE30,741+19,520$1,706
MANULIFE FINL CORP 93,502 +12 $1,620
     MFC93,502+12$1,620
SOUTHERN CO 22,079 -198 $1,574
     SO22,079-198$1,574
SPDR SER TR (SPYD) 38,875 +9,284 $1,552
     SPYD38,875+9,284$1,552
MICROSOFT CORP 5,865 +359 $1,506
     MSFT5,865+359$1,506
PROGRESSIVE CORP 12,232 +132 $1,422
     PGR12,232+132$1,422
JPMORGAN CHASE & CO 12,227 -173 $1,377
     JPM12,227-173$1,377
HP INC 41,380 -650 $1,356
     HPQ41,380-650$1,356
ISHARES TR (SHY) 15,470 +4,848 $1,281
     SHY15,470+4,848$1,281
AMCOR PLC 88,800 -200 $1,104
     AMCR88,800-200$1,104
VERIZON COMMUNICATIONS INC 20,324 +6,285 $1,031
     VZ20,324+6,285$1,031
BK OF AMERICA CORP 32,232 -207 $1,003
     BAC32,232-207$1,003
EXCHANGE LISTED FDS TR (CLSM) 44,259 -9,230 $943
     CLSM44,259-9,230$943
TRUIST FINL CORP 19,724 UNCH $936
     TFC19,724UNCH$936
JOHNSON & JOHNSON 5,157 +3,457 $915
     JNJ5,157+3,457$915
ISHARES TR (LQD) 8,246 +1,956 $907
     LQD8,246+1,956$907
LOWES COS INC 5,165 UNCH $902
     LOW5,165UNCH$902
ISHARES TR (IJH) 3,894 +3,638 $881
     IJH3,894+3,638$881
COCA COLA CO 13,997 -199 $881
     KO13,997-199$881
TRACTOR SUPPLY CO 4,238 +3,563 $822
     TSCO4,238+3,563$822
ISHARES TR (IJR) 8,745 +5,714 $808
     IJR8,745+5,714$808

See Full List: All Stocks Held By Selective Wealth Management Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Selective Wealth Management Inc.

Size ($ in 1000's)
At 06/30/2022: $280,943
At 03/31/2022: $275,915

Selective Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Selective Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings

Selective Wealth Management Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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