HoldingsChannel.com
Selective Wealth Management Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
BANK OZK 473,378 +181,439 $12,909
     OZK473,378+181,439$12,909
ALIBABA GROUP HLDG LTD 57,138 +15 $9,556
     BABA57,138+15$9,556
ALPHABET INC 7,407 -23 $9,029
     GOOG7,407-23$9,029
DOCUSIGN INC 76,122 +76,122 $4,713
     DOCU76,122+76,122$4,713
COGNIZANT TECHNOLOGY SOLUTIO 76,000 -4,170 $4,580
     CTSH76,000-4,170$4,580
FACEBOOK INC 25,304 -1,651 $4,507
     FB25,304-1,651$4,507
BAIDU INC 43,599 +4,883 $4,480
     BIDU43,599+4,883$4,480
SPLUNK INC 33,700 +33,700 $3,972
     SPLK33,700+33,700$3,972
ZILLOW GROUP INC 127,900 +127,900 $3,814
     Z127,900+127,900$3,814
ISHARES TR (IVV) 2,860 -532 $854
     IVV2,860-532$854
OMEGA HEALTHCARE INVS INC 13,993 -11,913 $585
     OHI13,993-11,913$585
VANGUARD INDEX FDS (VBR) 3,829 -1,243 $493
     VBR3,829-1,243$493
INVESCO QQQ TR 2,501 +2,501 $472
     QQQ2,501+2,501$472
VERIZON COMMUNICATIONS INC 7,339 -243 $443
     VZ7,339-243$443
AT&T INC 11,016 -3,541 $417
     T11,016-3,541$417
ARES CAP CORP 20,300 -22,770 $378
     ARCC20,300-22,770$378
COCA COLA CO 6,745 -300 $368
     KO6,745-300$368
GENERAL ELECTRIC CO 37,049 -404 $331
     GE37,049-404$331
SUBURBAN PROPANE PARTNERS L 13,285 -9,602 $314
     SPH13,285-9,602$314
VANGUARD WORLD FDS (VPU) 1,965 -172 $282
     VPU1,965-172$282
VANGUARD SCOTTSDALE FDS (VONE) 2,038 +124 $277
     VONE2,038+124$277
FIDELITY COVINGTON TR 6,379 +6,379 $271
     FUTY6,379+6,379$271
WISDOMTREE TR 4,030 -1,787 $256
     DLS4,030-1,787$256
INVESCO EXCHANGE TRADED FD T (PSL) 3,472 -1,610 $250
     PSL3,472-1,610$250
VANGUARD MUN BD FD INC (VTEB) 4,481 +658 $240
     VTEB4,481+658$240
FIDELITY COVINGTON TR 5,140 +5,140 $235
     FDIS5,140+5,140$235
NORFOLK SOUTHERN CORP 1,260 +60 $227
     NSC1,260+60$227
CSX CORP 3,179 UNCH $220
     CSX3,179UNCH$220
VANGUARD WORLD FDS (VHT) 1,269 -1,023 $212
     VHT1,269-1,023$212
VANGUARD GROUP (VIG) 1,747 -525 $209
     VIG1,747-525$209
SELECT SECTOR SPDR TR (XLP) 3,288 +3,288 $202
     XLP3,288+3,288$202
ISHARES INC (EZU) 4,980 -341 $194
     EZU4,980-341$194
APPLE INC 859 -287 $192
     AAPL859-287$192
ISHARES TR (IWF) 1,187 -1,370 $189
     IWF1,187-1,370$189
VANGUARD INTL EQUITY INDEX F (VWO) 4,668 +4,668 $188
     VWO4,668+4,668$188
COLLECTORS UNIVERSE INC 6,358 +6,358 $181
     CLCT6,358+6,358$181
GENERAL MLS INC 3,270 +3,270 $180
     GIS3,270+3,270$180
TORTOISE PIPELINE & ENERGY F 11,826 -21,421 $157
     TTP11,826-21,421$157
INTERNATIONAL BUSINESS MACHS 1,011 +1,011 $147
     IBM1,011+1,011$147
JOHNSON & JOHNSON 1,115 -1,121 $144
     JNJ1,115-1,121$144
SCHWAB STRATEGIC TR 2,040 +2,040 $142
     SCHA2,040+2,040$142
BRISTOL MYERS SQUIBB CO 2,785 +2,785 $141
     BMY2,785+2,785$141
CATERPILLAR INC DEL 1,109 +1,109 $140
     CAT1,109+1,109$140
PATTERSON COMPANIES INC 7,853 +7,853 $140
     PDCO7,853+7,853$140
ISHARES TR (TFLO) 2,706 -16,459 $136
     TFLO2,706-16,459$136
PEPSICO INC 973 -865 $134
     PEP973-865$134
VANGUARD CHARLOTTE FDS (BNDX) 2,122 -4,475 $125
     BNDX2,122-4,475$125
PFIZER INC 3,474 -1,211 $125
     PFE3,474-1,211$125
NUVEEN AMT FREE MUN CR INC F 7,209 +7,209 $121
     NVG7,209+7,209$121
SCHWAB STRATEGIC TR 2,369 +2,369 $120
     SCHO2,369+2,369$120

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 09/30/2019: $72,716
At 06/30/2019: $61,808

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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