Selective Wealth Management, Inc. Top Holdings and 13F Report (2025) About Selective Wealth Management, Inc.Investment ActivitySelective Wealth Management, Inc. has $229.84 million in total holdings as of March 31, 2025.Selective Wealth Management, Inc. owns shares of 104 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 4.07% of the portfolio was purchased this quarter.About 2.82% of the portfolio was sold this quarter.This quarter, Selective Wealth Management, Inc. has purchased 105 new stocks and bought additional shares in 27 stocks.Selective Wealth Management, Inc. sold shares of 45 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $61,661,656iShares 0-3 Month Treasury Bond ETF $35,881,346WisdomTree Cloud Computing Fund $9,277,254Meta Platforms $8,847,797JPMorgan Equity Premium Income ETF $8,752,138 Largest New Holdings this Quarter 46654Q203 - JPMorgan Nasdaq Equity Premium Income ETF $573,280 Holding808524862 - Schwab Short-Term U.S. Treasury ETF $460,940 Holding46137V886 - Invesco Dorsey Wright Consumer Staples Momentum ETF $202,671 Holding00123Q104 - AGNC Investment $153,181 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 48,676 shares (about $4.89M)SPDR Portfolio S&P 500 ETF 13,722 shares (about $861.75K)Vanguard Total International Stock ETF 13,145 shares (about $789.09K)Vanguard Total Stock Market ETF 2,623 shares (about $686.53K)JPMorgan Nasdaq Equity Premium Income ETF 11,572 shares (about $573.28K) Largest Sales this Quarter Vanguard S&P 500 ETF 4,278 shares (about $2.10M)iShares Russell 1000 Growth ETF 1,001 shares (about $350.35K)Meta Platforms 581 shares (about $315.82K)WisdomTree Cloud Computing Fund 8,780 shares (about $268.14K)Avantis U.S. Small Cap Value ETF 3,386 shares (about $267.43K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSelective Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$61,661,656$2,098,573 ▼-3.3%125,69926.8%ETFSGOViShares 0-3 Month Treasury Bond ETF$35,881,346$4,891,449 ▲15.8%357,06415.6%ETFWCLDWisdomTree Cloud Computing Fund$9,277,254$268,141 ▼-2.8%303,7744.0%ManufacturingMETAMeta Platforms$8,847,797$315,818 ▼-3.4%16,2773.8%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$8,752,138$100,565 ▲1.2%162,1373.8%ETFSPLGSPDR Portfolio S&P 500 ETF$7,192,138$861,745 ▲13.6%114,5243.1%ETFIVViShares Core S&P 500 ETF$6,046,382$61,216 ▼-1.0%11,2602.6%ETFCRMSalesforce$5,932,107$173,656 ▼-2.8%23,2632.6%Computer and TechnologyAAPLApple$5,663,298$21,995 ▼-0.4%28,5812.5%Computer and TechnologyTWLOTwilio$5,126,477$146,359 ▼-2.8%59,0202.2%Computer and TechnologyVEEVVeeva Systems$4,469,194$103,113 ▼-2.3%20,5011.9%MedicalOKTAOkta$3,819,675$47,448 ▼-1.2%37,5141.7%Computer and TechnologyNOWServiceNow$3,682,435$139,064 ▼-3.6%4,6871.6%Computer and TechnologyVTIVanguard Total Stock Market ETF$3,656,691$686,529 ▲23.1%13,9711.6%ETFDOCUDocuSign$3,442,020$108,179 ▼-3.0%46,2951.5%Computer and TechnologyVVisa$2,827,960$31,007 ▼-1.1%8,4821.2%Business ServicesBSVVanguard Short-Term Bond ETF$2,079,390$108,059 ▼-4.9%26,7480.9%ETFVXUSVanguard Total International Stock ETF$1,961,420$789,094 ▲67.3%32,6740.9%ETFSPYSPDR S&P 500 ETF Trust$1,934,637$24,563 ▼-1.3%3,6230.8%FinanceMSFTMicrosoft$1,800,287$34,180 ▲1.9%4,6350.8%Computer and TechnologyQQQInvesco QQQ$1,733,109$10,451 ▲0.6%3,8140.8%FinanceSCHBSchwab US Broad Market ETF$1,510,0740.0%73,7340.7%ETFACNAccenture$1,461,811$25,591 ▲1.8%5,1410.6%Computer and TechnologyIBMInternational Business Machines$1,383,225$32,732 ▼-2.3%5,8740.6%Computer and TechnologyBABAAlibaba Group$1,378,513$116,025 ▼-7.8%12,7960.6%Retail/WholesaleXOMExxon Mobil$1,341,239$1,238 ▲0.1%13,0040.6%EnergyIWFiShares Russell 1000 Growth ETF$1,295,695$350,349 ▼-21.3%3,7020.6%ETFINTCIntel$1,254,713$43,053 ▼-3.3%63,5620.5%Computer and TechnologyESGVVanguard ESG US Stock ETF$1,150,326$280,789 ▲32.3%12,2780.5%ETFLOWLowe's Companies$1,116,4480.0%5,0670.5%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$1,099,0570.0%5,5410.5%ETFBRK.BBerkshire Hathaway$1,070,063$19,913 ▼-1.8%2,0420.5%FinanceVTVVanguard Value ETF$1,021,534$3,560 ▲0.3%6,3120.4%ETFVXFVanguard Extended Market ETF$959,393$54,299 ▲6.0%5,9720.4%ETFOKEONEOK$950,836$224,974 ▼-19.1%11,5170.4%EnergyWMTWalmart$928,444$25,241 ▼-2.6%10,0050.4%Retail/WholesaleNVDANVIDIA$927,600$30,839 ▲3.4%8,3620.4%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$896,700$14,628 ▼-1.6%8,7660.4%ETFDIASPDR Dow Jones Industrial Average ETF Trust$878,966$14,469 ▼-1.6%2,1870.4%FinancePYPLPayPal$841,836$21,844 ▼-2.5%13,4500.4%Computer and TechnologyAMZNAmazon.com$838,863$51,944 ▼-5.8%4,5380.4%Retail/WholesaleSPYDSPDR Portfolio S&P 500 High Dividend ETF$744,786$445 ▲0.1%18,4260.3%ETFIWRiShares Russell Mid-Cap ETF$729,3450.0%9,1580.3%ETFVGTVanguard Information Technology ETF$716,593$5,200 ▲0.7%1,3780.3%ETFPGRProgressive$680,2800.0%2,4680.3%FinanceEPRTEssential Properties Realty Trust$667,3420.0%21,7090.3%FinanceVOVanguard Mid-Cap ETF$618,351$60,909 ▼-9.0%2,5380.3%ETFCOSTCostco Wholesale$618,247$3,852 ▲0.6%6420.3%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$612,084$52,839 ▼-7.9%3,3130.3%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$573,280$573,280 ▲New Holding11,5720.2%ETFIEFAiShares Core MSCI EAFE ETF$569,6370.0%7,7640.2%ETFJPMJPMorgan Chase & Co.$558,755$4,015 ▲0.7%2,3660.2%FinanceDVYiShares Select Dividend ETF$545,287$2,481 ▲0.5%4,3960.2%ETFGOOGLAlphabet$529,137$4,715 ▲0.9%3,3670.2%Computer and TechnologyXLGInvesco S&P 500 Top 50 ETF$495,9230.0%11,1720.2%ETFBACBank of America$487,789$7,226 ▼-1.5%13,5690.2%FinanceSDYSPDR S&P Dividend ETF$478,281$4,610 ▼-1.0%3,7350.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$460,940$460,940 ▲New Holding19,0000.2%ETFXLEEnergy Select Sector SPDR Fund$439,090$79 ▲0.0%5,5660.2%ETFVBRVanguard Small-Cap Value ETF$430,8280.0%2,5160.2%ETFAVDVAvantis International Small Cap Value ETF$422,355$13,862 ▼-3.2%6,2460.2%ETFAMERICAN HEALTHCARE REIT INC$384,2570.0%13,1280.2%COM SHSTSLATesla$353,486$146,844 ▲71.1%1,4010.2%Auto/Tires/TrucksNFLXNetflix$350,787$41,323 ▼-10.5%3820.2%Consumer DiscretionaryTAT&T$338,020$15,190 ▼-4.3%12,6170.1%Computer and TechnologySCHISchwab 5-10 Year Corporate Bond ETF$336,765$3,671 ▼-1.1%15,4130.1%ETFSCHMSchwab U.S. Mid-Cap ETF$327,228$317 ▼-0.1%13,4330.1%ETFSOXXiShares Semiconductor ETF$326,804$3,445 ▲1.1%1,8970.1%ETFGOOGAlphabet$325,994$3,666 ▼-1.1%2,0450.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$318,119$816 ▲0.3%5,8510.1%ETFFNDFSchwab Fundamental International Large Company Index ETF$316,2620.0%9,0880.1%ETFFIWFirst Trust Water ETF$315,8340.0%3,2770.1%ETFICEIntercontinental Exchange$311,8200.0%2,0000.1%FinanceVEAVanguard FTSE Developed Markets ETF$307,725$12,550 ▲4.3%6,2280.1%ETFIWOiShares Russell 2000 Growth ETF$288,4560.0%1,2020.1%ETFAVUVAvantis U.S. Small Cap Value ETF$288,277$267,426 ▼-48.1%3,6500.1%ETFGLDMSPDR Gold MiniShares Trust$287,085$7,489 ▲2.7%4,4850.1%FinanceBMYBristol-Myers Squibb$284,050$5,629 ▼-1.9%5,6010.1%MedicalJNJJohnson & Johnson$282,5610.0%1,8620.1%MedicalMFCManulife Financial$281,8020.0%10,0500.1%FinanceVZVerizon Communications$274,056$1,356 ▼-0.5%6,2670.1%Computer and TechnologyPDPInvesco Dorsey Wright Momentum ETF$267,4610.0%2,7980.1%ETFTFCTruist Financial$258,170$44,237 ▼-14.6%7,2950.1%FinanceAMATApplied Materials$253,861$145 ▼-0.1%1,7510.1%Computer and TechnologyVBVanguard Small-Cap ETF$240,604$18,730 ▼-7.2%1,1690.1%ETFWMWaste Management$236,0320.0%1,0290.1%Business ServicesIWDiShares Russell 1000 Value ETF$233,1220.0%1,3240.1%ETFXTiShares Exponential Technologies ETF$231,5120.0%4,2790.1%ManufacturingSCHASchwab US Small-Cap ETF$230,471$14,486 ▼-5.9%10,6600.1%ETFBXBlackstone$230,1960.0%1,8100.1%FinanceDFSDDimensional Short-Duration Fixed Income ETF$221,4640.0%4,7030.1%ETFONEQFidelity NASDAQ Composite Index ETF$216,632$66 ▲0.0%3,2840.1%ETFDEDeere & Company$215,332$2,296 ▲1.1%4690.1%IndustrialsPNFPPinnacle Financial Partners$211,3240.0%2,3470.1%FinancePSLInvesco Dorsey Wright Consumer Staples Momentum ETF$202,671$202,671 ▲New Holding1,8930.1%ETFRITMRithm Capital$199,626$6,979 ▼-3.4%20,4530.1%FinanceMVOMV Oil Trust$164,010$18,428 ▼-10.1%26,4960.1%EnergyAGNCAGNC Investment$153,181$153,181 ▲New Holding18,3450.1%FinanceFFord Motor$116,504$9,330 ▼-7.4%12,4870.1%Auto/Tires/TrucksAMCRAmcor$110,0380.0%11,7940.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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