| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALPHABET INC- CL C | 22 | Q2 2024 | 15.1% |
| META PLATFORMS INC | 22 | Q2 2024 | 8.4% |
| AT&T INC | 22 | Q2 2024 | 4.8% |
| VERIZON COMMUNICATIONS INC | 22 | Q2 2024 | 4.6% |
| COCA COLA CO | 22 | Q2 2024 | 3.5% |
| CSX CORP | 22 | Q2 2024 | 2.8% |
| ALIBABA GROUP HOLDINGS | 21 | Q2 2024 | 19.7% |
| APPLE INC | 21 | Q2 2024 | 2.6% |
| JOHNSON & JOHNSON | 21 | Q2 2024 | 1.3% |
| EXXON MOBIL CORP | 20 | Q2 2024 | 8.7% |
View Selective Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-10 |
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-05 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-18 |
View Selective Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.