Selective Wealth Management
Latest statistics and disclosures from Selective Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BABA, FROG, DOCU, SPLK, PLAN, and represent 27.68% of Selective Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: EVBG (+$8.7M), FROG (+$7.7M), DOCU (+$5.7M), VEEV, V, FB, MVO, SPYD, BSV, SHY.
- Started 132 new stock positions in HP, NYMT, BUFD, KRNT, Brc Inc Com Cl A, VIGI, NRP, WMC, AMD, Constellation Energy.
- Reduced shares in these 10 stocks: AAPL, XOM, TDSC, MSFT, JPM, TDSB, VOO, IBM, RSP, PGR.
- Sold out of its positions in APD, AA, ALL, AIG, ANTM, Appollo Global Mgmt Inc Cl A, CDMO, CAR, BLZE, BBWI.
- Selective Wealth Management was a net buyer of stock by $41M.
- Selective Wealth Management has $276M in assets under management (AUM), dropping by 12.61%.
- Central Index Key (CIK): 0001755670
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Portfolio Holdings for Selective Wealth Management
Companies in the Selective Wealth Management portfolio as of the March 2022 quarterly 13F filing
Selective Wealth Management has 747 total positions. Only the first 250 positions are shown.
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- Download the Selective Wealth Management March 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alibaba Group Hldg Sponsored Ads (BABA) | 6.8 | $19M | 172k | 108.80 | ||
| Jfrog Ord Shs (FROG) | 5.9 | $16M | +91% | 599k | 26.95 | |
| Docusign (DOCU) | 5.2 | $14M | +64% | 134k | 107.12 | |
| stock (SPLK) | 5.2 | $14M | 96k | 148.61 | ||
| Anaplan (PLAN) | 4.6 | $13M | 197k | 65.05 | ||
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 3.9 | $11M | +12% | 137k | 77.90 | |
| Zendesk (ZEN) | 3.8 | $11M | 87k | 120.28 | ||
| Veeva Sys Cl A Com (VEEV) | 3.6 | $9.8M | +100% | 46k | 212.47 | |
| Meta Platforms Cl A (FB) | 3.4 | $9.5M | +31% | 43k | 222.36 | |
| Intel Corporation (INTC) | 3.3 | $9.1M | 185k | 49.56 | ||
| Everbridge, Inc. Cmn (EVBG) | 3.2 | $8.7M | NEW | 200k | 43.64 | |
| salesforce (CRM) | 2.4 | $6.5M | +3% | 31k | 212.32 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.4 | $6.5M | 2.3k | 2792.96 | ||
| Exchange Listed Fds Tr Cabana Target 7 (TDSB) | 2.2 | $6.2M | -4% | 254k | 24.21 | |
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| Servicenow (NOW) | 2.2 | $6.1M | 11k | 556.88 | ||
| Apple (AAPL) | 1.9 | $5.1M | -18% | 29k | 174.59 | |
| Exchange Listed Fds Tr Cabana Target 10 (TDSC) | 1.8 | $4.9M | -9% | 192k | 25.69 | |
| Visa Com Cl A (V) | 1.7 | $4.6M | +6837% | 21k | 221.75 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.7 | $4.6M | -5% | 11k | 415.15 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $4.4M | -12% | 54k | 82.60 | |
| International Business Machines (IBM) | 1.0 | $2.7M | -8% | 20k | 130.03 | |
| Exchange Listed Fds Tr Cabana Conservat (CLSC) | 0.9 | $2.4M | -5% | 106k | 23.02 | |
| Bristol Myers Squibb (BMY) | 0.7 | $2.1M | -5% | 28k | 73.01 | |
| Manulife Finl Corp (MFC) | 0.7 | $2.0M | -6% | 94k | 21.35 | |
| Mv Oil Tr Tr Units (MVO) | 0.6 | $1.8M | NEW | 151k | 11.70 | |
| Microsoft Corporation (MSFT) | 0.6 | $1.7M | -17% | 5.5k | 308.39 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $1.7M | -16% | 12k | 136.29 | |
| Southern Company (SO) | 0.6 | $1.6M | -5% | 22k | 72.50 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $1.6M | +89% | 3.5k | 451.49 | |
| Hp (HPQ) | 0.6 | $1.5M | -4% | 42k | 36.31 | |
| Progressive Corporation (PGR) | 0.5 | $1.4M | -14% | 12k | 113.97 | |
| Bank of America Corporation (BAC) | 0.5 | $1.3M | -9% | 32k | 41.22 | |
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.5 | $1.3M | NEW | 30k | 43.97 | |
| Exchange Listed Fds Tr Cabana Moderate (CLSM) | 0.5 | $1.3M | -7% | 54k | 23.72 | |
| Truist Financial Corp equities (TFC) | 0.4 | $1.1M | -4% | 20k | 56.68 | |
| Lowe's Companies (LOW) | 0.4 | $1.0M | -9% | 5.2k | 202.13 | |
| Amcor Ord (AMCR) | 0.4 | $1.0M | -11% | 89k | 11.33 | |
| Union Pacific Corporation (UNP) | 0.4 | $1.0M | -7% | 3.7k | 273.10 | |
| At&t (T) | 0.4 | $980k | 42k | 23.62 | ||
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $933k | +6% | 2.1k | 453.79 | |
| Amazon (AMZN) | 0.3 | $910k | -14% | 279.00 | 3261.65 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $885k | NEW | 11k | 83.32 | |
| Coca-Cola Company (KO) | 0.3 | $880k | -6% | 14k | 61.99 | |
| Oneok (OKE) | 0.3 | $793k | NEW | 11k | 70.67 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $761k | +1310% | 6.3k | 120.99 | |
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.3 | $740k | -11% | 2.1k | 351.54 | |
| Capricor Therapeutics Com New (CAPR) | 0.3 | $732k | NEW | 214k | 3.43 | |
| Verizon Communications (VZ) | 0.3 | $715k | 14k | 50.93 | ||
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $680k | +389% | 13k | 52.43 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $678k | -14% | 1.9k | 362.37 | |
| United Parcel Service CL B (UPS) | 0.2 | $674k | +3% | 3.1k | 214.51 | |
| Exchange Listed Fds Tr Cabana Aggressiv (CLSA) | 0.2 | $657k | -17% | 29k | 22.98 | |
| Carter's (CRI) | 0.2 | $621k | 6.8k | 92.00 | ||
| Wal-Mart Stores (WMT) | 0.2 | $611k | +146% | 4.1k | 149.02 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $594k | -4% | 5.3k | 111.57 | |
| NVIDIA Corporation (NVDA) | 0.2 | $583k | -15% | 2.1k | 272.81 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $567k | -7% | 1.6k | 347.00 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $565k | +1885% | 9.3k | 60.67 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $563k | +404% | 5.2k | 108.33 | |
| Costco Wholesale Corporation (COST) | 0.2 | $562k | 976.00 | 575.82 | ||
| Rockwell Automation (ROK) | 0.2 | $552k | -9% | 2.0k | 279.92 | |
| Ishares Tr Core Total Usd (IUSB) | 0.2 | $549k | -22% | 11k | 49.60 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $544k | 1.3k | 416.54 | ||
| Tesla Motors (TSLA) | 0.2 | $532k | +21% | 494.00 | 1076.92 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $524k | 4.1k | 127.03 | ||
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $497k | +195% | 9.6k | 51.75 | |
| New Residential Invt Corp Com New (NRZ) | 0.2 | $494k | +1630% | 45k | 10.98 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $485k | -25% | 20k | 24.90 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $481k | +22% | 173.00 | 2780.35 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $470k | 2.3k | 208.43 | ||
| Ishares Jp Mrg Em Crp Bd (CEMB) | 0.2 | $466k | NEW | 10k | 46.44 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $458k | 2.6k | 175.95 | ||
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $445k | +9564% | 5.4k | 82.22 | |
| Home Depot (HD) | 0.2 | $438k | +16% | 1.5k | 299.18 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $424k | +34% | 5.5k | 77.60 | |
| Norfolk Southern (NSC) | 0.2 | $416k | -13% | 1.5k | 285.52 | |
| Exchange Listed Fds Tr Cabana Target 13 (TDSD) | 0.1 | $408k | -19% | 16k | 25.53 | |
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $407k | -16% | 3.9k | 104.60 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $400k | +8060% | 7.9k | 50.53 | |
| Johnson Ctls Intl SHS (JCI) | 0.1 | $397k | -26% | 6.1k | 65.57 | |
| Ishares Tr Msci Usa Sml Cp (SMLF) | 0.1 | $395k | -12% | 7.2k | 54.58 | |
| Invesco Exchange Traded Fd T Dwa Momentum (PDP) | 0.1 | $381k | 4.7k | 81.10 | ||
| CSX Corporation (CSX) | 0.1 | $380k | 10k | 37.45 | ||
| Pfizer (PFE) | 0.1 | $370k | -18% | 7.1k | 51.76 | |
| Ford Motor Company (F) | 0.1 | $356k | +42% | 21k | 16.89 | |
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.1 | $355k | NEW | 16k | 22.59 | |
| Brightspire Capital Com Cl A (BRSP) | 0.1 | $351k | -2% | 38k | 9.24 | |
| Walt Disney Company (DIS) | 0.1 | $331k | +2% | 2.4k | 137.17 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.1 | $329k | +21275% | 6.8k | 48.10 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $328k | +237% | 3.8k | 86.13 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $327k | +706% | 3.0k | 107.89 | |
| Waste Management (WM) | 0.1 | $322k | +39% | 2.0k | 158.70 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $319k | -15% | 1.9k | 168.34 | |
| Intercontinental Exchange (ICE) | 0.1 | $317k | -25% | 2.4k | 132.08 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $314k | 2.0k | 158.91 | ||
| Johnson & Johnson (JNJ) | 0.1 | $301k | -22% | 1.7k | 177.06 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $296k | -25% | 5.9k | 50.21 | |
| Dominion Resources (D) | 0.1 | $293k | +2% | 3.4k | 85.10 | |
| Sun Communities (SUI) | 0.1 | $285k | 1.6k | 175.38 | ||
| First Tr Exchange Traded Us Eqty Oppt Etf (FPX) | 0.1 | $284k | -16% | 2.6k | 109.23 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $281k | NEW | 4.2k | 66.40 | |
| Caterpillar (CAT) | 0.1 | $279k | -13% | 1.3k | 223.20 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $275k | -5% | 1.1k | 254.16 | |
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.1 | $274k | 4.0k | 68.53 | ||
| Icahn Enterprises Depositary Unit (IEP) | 0.1 | $272k | NEW | 5.2k | 51.93 | |
| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.1 | $268k | -37% | 2.5k | 107.20 | |
| Chevron Corporation (CVX) | 0.1 | $262k | +29% | 1.6k | 162.63 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $257k | NEW | 6.6k | 38.65 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $255k | -26% | 2.0k | 124.51 | |
| Altria (MO) | 0.1 | $253k | 4.8k | 52.23 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $253k | +72% | 5.5k | 46.21 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $245k | 3.2k | 76.47 | ||
| Iron Mountain (IRM) | 0.1 | $245k | NEW | 4.4k | 55.37 | |
| Agnc Invt Corp Com reit (AGNC) | 0.1 | $244k | +565% | 19k | 13.10 | |
| Pepsi (PEP) | 0.1 | $238k | -6% | 1.4k | 167.49 | |
| Merck & Co (MRK) | 0.1 | $237k | +57% | 2.9k | 81.98 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $237k | 1.8k | 128.25 | ||
| Thermo Fisher Scientific (TMO) | 0.1 | $236k | +19% | 400.00 | 590.00 | |
| McDonald's Corporation (MCD) | 0.1 | $235k | 950.00 | 247.37 | ||
| Annaly Capital Management (NLY) | 0.1 | $226k | +3107% | 32k | 7.05 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $222k | -24% | 469.00 | 473.35 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $221k | 3.8k | 57.70 | ||
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $219k | +470% | 1.7k | 127.92 | |
| UnitedHealth (UNH) | 0.1 | $218k | -3% | 428.00 | 509.35 | |
| Ishares Msci Eurzone Etf (EZU) | 0.1 | $217k | 5.0k | 43.37 | ||
| CVS Caremark Corporation (CVS) | 0.1 | $216k | +23% | 2.1k | 101.36 | |
| Pinnacle Financial Partners (PNFP) | 0.1 | $216k | 2.3k | 92.03 | ||
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $215k | -52% | 1.4k | 157.39 | |
| General Mills (GIS) | 0.1 | $213k | 3.1k | 67.83 | ||
| Abbvie (ABBV) | 0.1 | $212k | +94% | 1.3k | 162.45 | |
| Ventas (VTR) | 0.1 | $202k | +441% | 3.3k | 61.66 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $201k | -17% | 2.6k | 78.03 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $201k | 1.8k | 110.87 | ||
| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.1 | $201k | NEW | 4.1k | 49.02 | |
| 3M Company (MMM) | 0.1 | $200k | 1.3k | 148.81 | ||
| Invesco Exchange Traded Fd T Dwa Staples (PSL) | 0.1 | $196k | 2.3k | 85.40 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $194k | +83% | 549.00 | 353.37 | |
| Abbott Laboratories (ABT) | 0.1 | $192k | +10% | 1.6k | 118.67 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $192k | -19% | 3.6k | 53.38 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $191k | -25% | 2.0k | 96.32 | |
| General Electric Com New (GE) | 0.1 | $189k | +7% | 2.1k | 91.26 | |
| FedEx Corporation (FDX) | 0.1 | $187k | 810.00 | 230.86 | ||
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.1 | $186k | -28% | 1.2k | 149.28 | |
| Etf Managers Tr Prime Cybr Scrty (HACK) | 0.1 | $185k | -29% | 3.2k | 58.73 | |
| Netflix (NFLX) | 0.1 | $185k | 494.00 | 374.49 | ||
| American Electric Power Company (AEP) | 0.1 | $183k | -9% | 1.8k | 99.51 | |
| Crocs (CROX) | 0.1 | $178k | 2.3k | 76.46 | ||
| Prospect Capital Corporation (PSEC) | 0.1 | $176k | +607% | 21k | 8.30 | |
| Ishares Tr Faln Angls Usd (FALN) | 0.1 | $174k | -31% | 6.3k | 27.83 | |
| First Tr Exchange Traded Wtr Etf (FIW) | 0.1 | $172k | -22% | 2.0k | 84.36 | |
| Ameren Corporation (AEE) | 0.1 | $171k | 1.8k | 93.70 | ||
| Corteva (CTVA) | 0.1 | $170k | -10% | 3.0k | 57.32 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $169k | NEW | 2.8k | 59.59 | |
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.1 | $169k | -24% | 4.2k | 40.13 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $167k | -35% | 468.00 | 356.84 | |
| Domino's Pizza (DPZ) | 0.1 | $163k | 400.00 | 407.50 | ||
| Tractor Supply Company (TSCO) | 0.1 | $158k | 675.00 | 234.07 | ||
| Procter & Gamble Company (PG) | 0.1 | $157k | +31% | 1.0k | 152.72 | |
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $156k | 1.2k | 130.00 | ||
| Edwards Lifesciences (EW) | 0.1 | $155k | 1.3k | 117.42 | ||
| LHC (LHCG) | 0.1 | $154k | 915.00 | 168.31 | ||
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.1 | $152k | -4% | 2.2k | 69.09 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $150k | -11% | 1.1k | 134.77 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $149k | 900.00 | 165.56 | ||
| Ishares Tr Mbs Etf (MBB) | 0.1 | $147k | -18% | 1.4k | 101.94 | |
| Penske Automotive (PAG) | 0.1 | $145k | 1.6k | 93.43 | ||
| Vanguard World Fds Consum Dis Etf (VCR) | 0.1 | $143k | -56% | 468.00 | 305.56 | |
| Innovator Etfs Tr Ibd 50 Etf (FFTY) | 0.1 | $142k | -38% | 3.6k | 39.23 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $141k | -7% | 309.00 | 456.31 | |
| Patterson Companies (PDCO) | 0.1 | $140k | 4.3k | 32.30 | ||
| Biogen Idec (BIIB) | 0.1 | $140k | -23% | 667.00 | 209.90 | |
| ConocoPhillips (COP) | 0.1 | $140k | NEW | 1.4k | 100.00 | |
| Global X Fds Social Med Etf (SOCL) | 0.1 | $140k | -35% | 3.3k | 42.42 | |
| BlackRock (BLK) | 0.1 | $139k | +21% | 182.00 | 763.74 | |
| Spdr Ser Tr Bloomberg Conv (CWB) | 0.1 | $139k | -9% | 1.8k | 77.22 | |
| Ishares Msci Emerg Mkt (EMGF) | 0.1 | $139k | -11% | 2.9k | 48.33 | |
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $138k | -45% | 2.6k | 53.08 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $137k | -24% | 310.00 | 441.94 | |
| Innovative Industria A (IIPR) | 0.0 | $131k | NEW | 637.00 | 205.65 | |
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.0 | $131k | 720.00 | 181.94 | ||
| Vanguard World Fds Utilities Etf (VPU) | 0.0 | $131k | 812.00 | 161.33 | ||
| Comcast Corp Cl A (CMCSA) | 0.0 | $128k | -9% | 2.7k | 46.72 | |
| BP Sponsored Adr (BP) | 0.0 | $126k | +41% | 4.3k | 29.47 | |
| Public Service Enterprise (PEG) | 0.0 | $126k | +200% | 1.8k | 70.00 | |
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $126k | 2.4k | 52.50 | ||
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.0 | $121k | 1.1k | 110.81 | ||
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $121k | 585.00 | 206.84 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $120k | +16% | 356.00 | 337.08 | |
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $120k | 600.00 | 200.00 | ||
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $117k | -9% | 707.00 | 165.49 | |
| Devon Energy Corporation (DVN) | 0.0 | $115k | +105% | 2.0k | 58.97 | |
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $115k | -26% | 1.6k | 70.73 | |
| Dollar General (DG) | 0.0 | $112k | 505.00 | 221.78 | ||
| Morgan Stanley Com New (MS) | 0.0 | $112k | 1.3k | 87.64 | ||
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $111k | NEW | 2.2k | 49.75 | |
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $111k | NEW | 4.4k | 25.12 | |
| Eversource Energy (ES) | 0.0 | $110k | 1.2k | 88.28 | ||
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $110k | 1.8k | 61.11 | ||
| Omega Healthcare Investors (OHI) | 0.0 | $108k | 3.5k | 31.20 | ||
| New York Mtg Tr Com Par $.02 (NYMT) | 0.0 | $107k | NEW | 29k | 3.66 | |
| Healthcare Tr Amer Cl A New (HTA) | 0.0 | $107k | -9% | 3.4k | 31.47 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $104k | +20% | 1.3k | 79.57 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $103k | -39% | 1.2k | 89.57 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $103k | 637.00 | 161.70 | ||
| Canadian Natural Resources (CNQ) | 0.0 | $102k | +153% | 1.7k | 61.82 | |
| Danaher Corporation (DHR) | 0.0 | $102k | +500% | 348.00 | 293.10 | |
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $102k | 6.9k | 14.83 | ||
| Shopify Cl A (SHOP) | 0.0 | $101k | -16% | 150.00 | 673.33 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $100k | 552.00 | 181.16 | ||
| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $100k | 2.0k | 50.30 | ||
| Ubs Group SHS (UBS) | 0.0 | $100k | NEW | 5.1k | 19.53 | |
| Invesco Exchange Traded Fd T Dynmc Software (PSJ) | 0.0 | $99k | 890.00 | 111.24 | ||
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $96k | -27% | 2.6k | 36.80 | |
| Cracker Barrel Old Country Store (CBRL) | 0.0 | $95k | 800.00 | 118.75 | ||
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $95k | 3.4k | 27.66 | ||
| Ishares Silver Tr Ishares (SLV) | 0.0 | $94k | 4.1k | 22.92 | ||
| Duke Realty Corp Com New (DRE) | 0.0 | $93k | NEW | 1.6k | 58.12 | |
| Paychex (PAYX) | 0.0 | $93k | -24% | 678.00 | 137.17 | |
| RGC Resources (RGCO) | 0.0 | $92k | -4% | 4.3k | 21.40 | |
| Nuveen PA Investnt Quality Municipal (NQP) | 0.0 | $92k | 6.8k | 13.55 | ||
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $91k | +161% | 872.00 | 104.36 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $89k | 604.00 | 147.35 | ||
| Exchange Listed Fds Tr Cabana Target 16 (TDSE) | 0.0 | $88k | 3.4k | 25.94 | ||
| Ameris Ban (ABCB) | 0.0 | $88k | 2.0k | 44.00 | ||
| General Motors Company (GM) | 0.0 | $87k | +112% | 2.0k | 43.94 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $84k | -13% | 1.3k | 64.62 | |
| Verisk Analytics (VRSK) | 0.0 | $84k | +2520% | 393.00 | 213.74 | |
| Apollo Global Mgmt (APO) | 0.0 | $84k | NEW | 1.4k | 62.22 | |
| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.0 | $83k | NEW | 588.00 | 141.16 | |
| American Water Works (AWK) | 0.0 | $83k | 500.00 | 166.00 | ||
| MFA Mortgage Investments (MFA) | 0.0 | $82k | NEW | 21k | 4.01 | |
| Vanguard World Fds Materials Etf (VAW) | 0.0 | $82k | NEW | 422.00 | 194.31 | |
| Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $81k | -55% | 650.00 | 124.62 | |
| Qorvo (QRVO) | 0.0 | $81k | -27% | 649.00 | 124.81 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $80k | +145% | 1.7k | 47.53 | |
| Msa Safety Inc equity (MSA) | 0.0 | $80k | 600.00 | 133.33 | ||
| Chesapeake Utilities Corporation (CPK) | 0.0 | $79k | 575.00 | 137.39 | ||
| Canadian Pacific Railway (CP) | 0.0 | $78k | 950.00 | 82.11 | ||
| SYSCO Corporation (SYY) | 0.0 | $76k | 933.00 | 81.46 | ||
| Trane Technologies SHS (TT) | 0.0 | $76k | 500.00 | 152.00 | ||
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $74k | 400.00 | 185.00 | ||
| Wabtec Corporation (WAB) | 0.0 | $73k | +37700% | 756.00 | 96.56 | |
| Lincoln National Corporation (LNC) | 0.0 | $72k | 1.1k | 65.10 | ||
| Paycom Software (PAYC) | 0.0 | $72k | 209.00 | 344.50 | ||
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $71k | 1.3k | 55.47 | ||
| Zoom Video Communications In Cl A (ZM) | 0.0 | $71k | -40% | 605.00 | 117.36 | |
| United Rentals (URI) | 0.0 | $71k | 200.00 | 355.00 | ||
| Baxter International (BAX) | 0.0 | $70k | 900.00 | 77.78 | ||
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $70k | +264% | 762.00 | 91.86 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $69k | +97% | 304.00 | 226.97 | |
Past Filings by Selective Wealth Management
SEC 13F filings are viewable for Selective Wealth Management going back to 2018
- Selective Wealth Management 2022 Q1 filed April 20, 2022
- Selective Wealth Management 2021 Q4 filed Jan. 18, 2022
- Selective Wealth Management 2021 Q3 filed Oct. 27, 2021
- Selective Wealth Management 2021 Q2 restated filed Aug. 4, 2021
- Selective Wealth Management 2021 Q2 filed July 8, 2021
- Selective Wealth Management 2021 Q1 filed April 9, 2021
- Selective Wealth Management 2020 Q4 filed Jan. 22, 2021
- Selective Wealth Management 2020 Q3 filed Oct. 21, 2020
- Selective Wealth Management 2020 Q2 filed July 15, 2020
- Selective Wealth Management 2020 Q1 filed April 16, 2020
- Selective Wealth Management 2019 Q4 filed Jan. 10, 2020
- Selective Wealth Management 2019 Q3 filed Oct. 29, 2019
- Selective Wealth Management 2019 Q2 filed July 16, 2019
- Selective Wealth Management 2019 Q1 filed April 4, 2019
- Selective Wealth Management 2018 Q3 filed Oct. 12, 2018