Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD INDEX FDS (VOO) | 134,987 | +4,045 | $63,802 |
VOO | 134,987 | +4,045 | $63,802 |
ISHARES TR (SGOV) | 166,139 | +27,864 | $16,685 |
SGOV | 166,139 | +27,864 | $16,685 |
WISDOMTREE TR | 352,800 | -5,311 | $11,801 |
WCLD | 352,800 | -5,311 | $11,801 |
META PLATFORMS INC | 21,220 | -628 | $11,031 |
META | 21,220 | -628 | $11,031 |
J P MORGAN EXCHANGE TRADED F (JEPI) | 177,401 | +31,914 | $10,055 |
JEPI | 177,401 | +31,914 | $10,055 |
SALESFORCE INC | 28,692 | -933 | $8,597 |
CRM | 28,692 | -933 | $8,597 |
ISHARES TR (IVV) | 12,485 | -417 | $6,451 |
IVV | 12,485 | -417 | $6,451 |
VEEVA SYS INC | 26,527 | -1,807 | $5,595 |
VEEV | 26,527 | -1,807 | $5,595 |
SERVICENOW INC | 6,296 | -196 | $4,843 |
NOW | 6,296 | -196 | $4,843 |
OKTA INC | 47,551 | -2,015 | $4,729 |
OKTA | 47,551 | -2,015 | $4,729 |
ALIBABA GROUP HLDG LTD | 61,181 | -6,664 | $4,563 |
BABA | 61,181 | -6,664 | $4,563 |
TWILIO INC | 72,642 | -2,307 | $4,493 |
TWLO | 72,642 | -2,307 | $4,493 |
EVERBRIDGE INC | 125,222 | -5,851 | $4,365 |
EVBG | 125,222 | -5,851 | $4,365 |
APPLE INC | 22,749 | +76 | $3,817 |
AAPL | 22,749 | +76 | $3,817 |
DOCUSIGN INC | 62,880 | -4,669 | $3,726 |
DOCU | 62,880 | -4,669 | $3,726 |
INTEL CORP | 84,262 | -2,631 | $3,722 |
INTC | 84,262 | -2,631 | $3,722 |
SPDR SER TR (SPLG) | 53,280 | +33,797 | $3,222 |
SPLG | 53,280 | +33,797 | $3,222 |
VISA INC | 10,415 | -467 | $2,859 |
V | 10,415 | -467 | $2,859 |
VANGUARD INDEX FDS (VTI) | 9,818 | +482 | $2,503 |
VTI | 9,818 | +482 | $2,503 |
VANGUARD BD INDEX FDS (BSV) | 30,505 | -835 | $2,315 |
BSV | 30,505 | -835 | $2,315 |
SPDR S&P 500 ETF TR (SPY) | 3,843 | -36 | $1,976 |
SPY | 3,843 | -36 | $1,976 |
EXXON MOBIL CORP | 15,390 | -1,043 | $1,881 |
XOM | 15,390 | -1,043 | $1,881 |
MICROSOFT CORP | 4,071 | +17 | $1,723 |
MSFT | 4,071 | +17 | $1,723 |
ACCENTURE PLC IRELAND | 5,013 | +187 | $1,626 |
ACN | 5,013 | +187 | $1,626 |
INVESCO QQQ TR | 3,565 | -38 | $1,563 |
QQQ | 3,565 | -38 | $1,563 |
ISHARES TR (IWF) | 4,572 | +4,572 | $1,521 |
IWF | 4,572 | +4,572 | $1,521 |
SCHWAB STRATEGIC TR | 24,953 | +24,953 | $1,494 |
SCHB | 24,953 | +24,953 | $1,494 |
ONEOK INC NEW | 17,649 | -344 | $1,395 |
OKE | 17,649 | -344 | $1,395 |
PAYPAL HLDGS INC | 18,854 | -730 | $1,242 |
PYPL | 18,854 | -730 | $1,242 |
INTERNATIONAL BUSINESS MACHS | 6,420 | -200 | $1,194 |
IBM | 6,420 | -200 | $1,194 |
LOWES COS INC | 4,983 | UNCH | $1,182 |
LOW | 4,983 | UNCH | $1,182 |
SELECT SECTOR SPDR TR (XLK) | 5,566 | +5,566 | $1,139 |
XLK | 5,566 | +5,566 | $1,139 |
ISHARES TR (STIP) | 11,291 | -2,529 | $1,119 |
STIP | 11,291 | -2,529 | $1,119 |
VANGUARD STAR FDS (VXUS) | 17,349 | +8,437 | $1,034 |
VXUS | 17,349 | +8,437 | $1,034 |
VANGUARD INDEX FDS (VO) | 4,018 | -100 | $979 |
VO | 4,018 | -100 | $979 |
AMAZON COM INC | 5,254 | UNCH | $977 |
AMZN | 5,254 | UNCH | $977 |
VANGUARD INDEX FDS (VTV) | 5,773 | +5,773 | $917 |
VTV | 5,773 | +5,773 | $917 |
VANGUARD WORLD FD (ESGV) | 9,335 | +4,389 | $851 |
ESGV | 9,335 | +4,389 | $851 |
SPDR DOW JONES INDL AVERAGE (DIA) | 2,164 | +1 | $832 |
DIA | 2,164 | +1 | $832 |
VANGUARD WORLD FD (VGT) | 1,553 | +2 | $798 |
VGT | 1,553 | +2 | $798 |
NVIDIA CORPORATION | 894 | +5 | $778 |
NVDA | 894 | +5 | $778 |
EXCHANGE LISTED FDS TR (TDSB) | 35,522 | -1,869 | $773 |
TDSB | 35,522 | -1,869 | $773 |
ISHARES TR (IWR) | 9,299 | +9,299 | $762 |
IWR | 9,299 | +9,299 | $762 |
SPDR SER TR (SPYD) | 18,379 | +3,277 | $726 |
SPYD | 18,379 | +3,277 | $726 |
VANGUARD INDEX FDS (VXF) | 4,003 | +541 | $678 |
VXF | 4,003 | +541 | $678 |
VANGUARD SPECIALIZED FUNDS (VIG) | 3,719 | +3,719 | $660 |
VIG | 3,719 | +3,719 | $660 |
MV OIL TR | 63,186 | -2,370 | $653 |
MVO | 63,186 | -2,370 | $653 |
AMERICAN CENTY ETF TR (AVUV) | 7,256 | +3,499 | $652 |
AVUV | 7,256 | +3,499 | $652 |
SCHWAB STRATEGIC TR | 8,036 | -186 | $635 |
SCHM | 8,036 | -186 | $635 |
PROGRESSIVE CORP | 3,065 | -500 | $632 |
PGR | 3,065 | -500 | $632 |
See Full List: All Stocks Held By Selective Wealth Management Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Selective Wealth Management Inc.
Size ($ in 1000's)
At 03/31/2024: $230,778 At 12/31/2023: $199,444 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 |