$155 Million is the total value of Selective Wealth Management, Inc.'s 379 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 4.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| OZK | BANK OZK | $16,578,000 | +46.7% | 530,156 | 0.0% | 10.70% | +20.7% | |
| GOOG | ALPHABET INCcap stk cl c | $14,446,000 | +19.2% | 8,246 | 0.0% | 9.33% | -1.9% | |
| SPLK | SPLUNK INC | $14,227,000 | -9.7% | 83,744 | 0.0% | 9.19% | -25.7% | |
| BIDU | BAIDU INCspon adr rep a | $9,428,000 | +70.8% | 43,599 | 0.0% | 6.09% | +40.6% | |
| FB | FACEBOOK INCcl a | $7,503,000 | +4.3% | 27,466 | 0.0% | 4.84% | -14.1% | |
| VOO | VANGUARD INDEX FDS | $1,819,000 | +11.7% | 5,293 | 0.0% | 1.17% | -8.1% | |
| UNP | UNION PAC CORP | $766,000 | +5.8% | 3,680 | 0.0% | 0.50% | -12.9% | |
| ROK | ROCKWELL AUTOMATION INC | $470,000 | +13.8% | 1,872 | 0.0% | 0.30% | -6.5% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $385,000 | +12.9% | 1,228 | 0.0% | 0.25% | -6.7% | |
| INTC | INTEL CORP | $262,000 | -3.7% | 5,250 | 0.0% | 0.17% | -20.7% | |
| EZU | ISHARES INCmsci eurzone etf | $220,000 | +16.4% | 4,980 | 0.0% | 0.14% | -4.1% | |
| LHCG | LHC GROUP INC | $195,000 | +0.5% | 915 | 0.0% | 0.13% | -17.1% | |
| CAT | CATERPILLAR INC | $191,000 | +21.7% | 1,050 | 0.0% | 0.12% | 0.0% | |
| NVG | NUVEEN AMT FREE MUN CR INC F | $115,000 | +6.5% | 6,877 | 0.0% | 0.07% | -12.9% | |
| TFLO | ISHARES TRtrs flt rt bd | $110,000 | 0.0% | 2,187 | 0.0% | 0.07% | -17.4% | |
| ES | EVERSOURCE ENERGY | $108,000 | +3.8% | 1,246 | 0.0% | 0.07% | -14.6% | |
| MCD | MCDONALDS CORP | $107,000 | -2.7% | 500 | 0.0% | 0.07% | -19.8% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $103,000 | +18.4% | 484 | 0.0% | 0.07% | -1.5% | |
| IWD | ISHARES TRrus 1000 val etf | $96,000 | +15.7% | 700 | 0.0% | 0.06% | -4.6% | |
| VIGI | VANGUARD WHITEHALL FDSintl dvd etf | $90,000 | +13.9% | 1,101 | 0.0% | 0.06% | -6.5% | |
| LNC | LINCOLN NATL CORP IND | $83,000 | +59.6% | 1,659 | 0.0% | 0.05% | +31.7% | |
| CLX | CLOROX CO DEL | $81,000 | -3.6% | 400 | 0.0% | 0.05% | -21.2% | |
| ABCB | AMERIS BANCORP | $76,000 | +65.2% | 2,000 | 0.0% | 0.05% | +36.1% | |
| UTI | UNIVERSAL TECHNICAL INST INC | $72,000 | +28.6% | 11,100 | 0.0% | 0.05% | +4.5% | |
| XYL | XYLEM INC | $71,000 | +20.3% | 700 | 0.0% | 0.05% | 0.0% | |
| WM | WASTE MGMT INC DEL | $70,000 | +4.5% | 595 | 0.0% | 0.04% | -15.1% | |
| CWB | SPDR SER TRblmbrg brc cnvrt | $66,000 | +20.0% | 800 | 0.0% | 0.04% | 0.0% | |
| PAYX | PAYCHEX INC | $63,000 | +16.7% | 678 | 0.0% | 0.04% | -2.4% | |
| NUV | NUVEEN MUN VALUE FD INC | $62,000 | +5.1% | 5,544 | 0.0% | 0.04% | -13.0% | |
| BWXT | BWX TECHNOLOGIES INC | $60,000 | +7.1% | 1,000 | 0.0% | 0.04% | -11.4% | |
| MCHI | ISHARES TRmsci china etf | $57,000 | +7.5% | 710 | 0.0% | 0.04% | -11.9% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $58,000 | +26.1% | 300 | 0.0% | 0.04% | +2.8% | |
| ACN | ACCENTURE PLC IRELAND | $54,000 | +14.9% | 206 | 0.0% | 0.04% | -5.4% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $51,000 | +24.4% | 715 | 0.0% | 0.03% | +3.1% | |
| HSBC | HSBC HLDGS PLCspon adr new | $49,000 | +32.4% | 1,885 | 0.0% | 0.03% | +10.3% | |
| USMV | ISHARES TRmsci usa min vol | $48,000 | +6.7% | 707 | 0.0% | 0.03% | -11.4% | |
| GLD | SPDR GOLD TR | $48,000 | +2.1% | 268 | 0.0% | 0.03% | -16.2% | |
| LSCC | LATTICE SEMICONDUCTOR CORP | $46,000 | +58.6% | 1,000 | 0.0% | 0.03% | +30.4% | |
| WMT | WALMART INC | $43,000 | +2.4% | 300 | 0.0% | 0.03% | -15.2% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $42,000 | +27.3% | 253 | 0.0% | 0.03% | +3.8% | |
| NTNX | NUTANIX INCcl a | $37,000 | +42.3% | 1,160 | 0.0% | 0.02% | +20.0% | |
| AMAT | APPLIED MATLS INC | $35,000 | +45.8% | 400 | 0.0% | 0.02% | +21.1% | |
| SLV | ISHARES SILVER TRishares | $35,000 | +12.9% | 1,410 | 0.0% | 0.02% | -4.2% | |
| STIP | ISHARES TR0-5 yr tips etf | $35,000 | 0.0% | 333 | 0.0% | 0.02% | -14.8% | |
| ADM | ARCHER DANIELS MIDLAND CO | $33,000 | +10.0% | 650 | 0.0% | 0.02% | -12.5% | |
| HD | HOME DEPOT INC | $32,000 | -3.0% | 120 | 0.0% | 0.02% | -19.2% | |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $31,000 | +6.9% | 2,139 | 0.0% | 0.02% | -13.0% | |
| PNC | PNC FINL SVCS GROUP INC | $30,000 | +36.4% | 200 | 0.0% | 0.02% | +11.8% | |
| FBNC | FIRST BANCORP N C | $30,000 | +57.9% | 900 | 0.0% | 0.02% | +26.7% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $28,000 | +16.7% | 142 | 0.0% | 0.02% | -5.3% | |
| DAL | DELTA AIR LINES INC DEL | $28,000 | +27.3% | 704 | 0.0% | 0.02% | +5.9% | |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $26,000 | +18.2% | 900 | 0.0% | 0.02% | 0.0% | |
| CARR | CARRIER GLOBAL CORPORATION | $27,000 | +22.7% | 715 | 0.0% | 0.02% | 0.0% | |
| SCHO | SCHWAB STRATEGIC TRsht tm us tres | $27,000 | 0.0% | 525 | 0.0% | 0.02% | -19.0% | |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $26,000 | +18.2% | 3,053 | 0.0% | 0.02% | 0.0% | |
| VYMI | VANGUARD WHITEHALL FDSintl high etf | $26,000 | +18.2% | 430 | 0.0% | 0.02% | 0.0% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $25,000 | +19.0% | 1,300 | 0.0% | 0.02% | 0.0% | |
| DOW | DOW INC | $25,000 | +19.0% | 442 | 0.0% | 0.02% | 0.0% | |
| VRTX | VERTEX PHARMACEUTICALS INC | $24,000 | -11.1% | 100 | 0.0% | 0.02% | -28.6% | |
| IGLB | ISHARES TR10+ yr invst grd | $24,000 | 0.0% | 334 | 0.0% | 0.02% | -21.1% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $24,000 | +20.0% | 200 | 0.0% | 0.02% | -6.2% | |
| OTIS | OTIS WORLDWIDE CORP | $24,000 | +9.1% | 355 | 0.0% | 0.02% | -11.8% | |
| DGX | QUEST DIAGNOSTICS INC | $24,000 | +4.3% | 200 | 0.0% | 0.02% | -16.7% | |
| DTE | DTE ENERGY CO | $21,000 | +5.0% | 175 | 0.0% | 0.01% | -12.5% | |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $21,000 | +31.2% | 299 | 0.0% | 0.01% | +7.7% | |
| RDY | DR REDDYS LABS LTDadr | $21,000 | 0.0% | 300 | 0.0% | 0.01% | -12.5% | |
| CINF | CINCINNATI FINL CORP | $22,000 | +15.8% | 250 | 0.0% | 0.01% | -6.7% | |
| DG | DOLLAR GEN CORP NEW | $21,000 | 0.0% | 100 | 0.0% | 0.01% | -12.5% | |
| V | VISA INC | $20,000 | +11.1% | 92 | 0.0% | 0.01% | -7.1% | |
| COF | CAPITAL ONE FINL CORP | $20,000 | +42.9% | 200 | 0.0% | 0.01% | +18.2% | |
| LLY | LILLY ELI & CO | $20,000 | +17.6% | 116 | 0.0% | 0.01% | 0.0% | |
| PYPL | PAYPAL HLDGS INC | $19,000 | +18.8% | 82 | 0.0% | 0.01% | -7.7% | |
| SBUX | STARBUCKS CORP | $19,000 | +18.8% | 181 | 0.0% | 0.01% | -7.7% | |
| REMX | VANECK VECTORS ETF TRrare earth strat | $18,000 | +80.0% | 274 | 0.0% | 0.01% | +50.0% | |
| ITT | ITT INC | $19,000 | +26.7% | 250 | 0.0% | 0.01% | 0.0% | |
| RSG | REPUBLIC SVCS INC | $19,000 | 0.0% | 200 | 0.0% | 0.01% | -20.0% | |
| CSTR | CAPSTAR FINL HLDGS INC | $18,000 | +50.0% | 1,214 | 0.0% | 0.01% | +33.3% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $17,000 | 0.0% | 34 | 0.0% | 0.01% | -15.4% | |
| SPH | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $17,000 | -10.5% | 1,173 | 0.0% | 0.01% | -26.7% | |
| OCSL | OAKTREE SPECIALTY LENDING CO | $16,000 | +14.3% | 2,895 | 0.0% | 0.01% | -9.1% | |
| EL | LAUDER ESTEE COS INCcl a | $16,000 | +23.1% | 61 | 0.0% | 0.01% | 0.0% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $16,000 | +23.1% | 37 | 0.0% | 0.01% | 0.0% | |
| QCOM | QUALCOMM INC | $15,000 | +25.0% | 100 | 0.0% | 0.01% | +11.1% | |
| ISRG | INTUITIVE SURGICAL INC | $16,000 | +23.1% | 19 | 0.0% | 0.01% | 0.0% | |
| WORK | SLACK TECHNOLOGIES INC | $15,000 | +66.7% | 350 | 0.0% | 0.01% | +42.9% | |
| SIRI | SIRIUS XM HOLDINGS INC | $14,000 | +16.7% | 2,202 | 0.0% | 0.01% | 0.0% | |
| GOOGL | ALPHABET INCcap stk cl a | $12,000 | +20.0% | 7 | 0.0% | 0.01% | 0.0% | |
| COST | COSTCO WHSL CORP NEW | $12,000 | +9.1% | 32 | 0.0% | 0.01% | -11.1% | |
| EIX | EDISON INTL | $13,000 | +30.0% | 200 | 0.0% | 0.01% | 0.0% | |
| NVDA | NVIDIA CORPORATION | $13,000 | -7.1% | 25 | 0.0% | 0.01% | -27.3% | |
| PLNT | PLANET FITNESS INCcl a | $12,000 | +33.3% | 150 | 0.0% | 0.01% | +14.3% | |
| EVRG | EVERGY INC | $13,000 | +18.2% | 226 | 0.0% | 0.01% | -11.1% | |
| ORCL | ORACLE CORP | $13,000 | +8.3% | 200 | 0.0% | 0.01% | -11.1% | |
| USIG | ISHARES TRusd inv grde etf | $12,000 | 0.0% | 199 | 0.0% | 0.01% | -11.1% | |
| BLFS | BIOLIFE SOLUTIONS INC | $11,000 | +37.5% | 286 | 0.0% | 0.01% | +16.7% | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $11,000 | +57.1% | 50 | 0.0% | 0.01% | +40.0% | |
| NI | NISOURCE INC | $11,000 | +10.0% | 462 | 0.0% | 0.01% | -12.5% | |
| CALM | CAL MAINE FOODS INC | $11,000 | -8.3% | 300 | 0.0% | 0.01% | -22.2% | |
| BG | BUNGE LIMITED | $11,000 | +37.5% | 175 | 0.0% | 0.01% | +16.7% | |
| ANSS | ANSYS INC | $10,000 | +11.1% | 28 | 0.0% | 0.01% | -14.3% | |
| VGR | VECTOR GROUP LTD | $9,000 | +28.6% | 734 | 0.0% | 0.01% | +20.0% | |
| ORC | ORCHID IS CAP INC | $10,000 | 0.0% | 2,000 | 0.0% | 0.01% | -25.0% | |
| ZNGA | ZYNGA INCcl a | $10,000 | +11.1% | 1,000 | 0.0% | 0.01% | -14.3% | |
| CCL | CARNIVAL CORPunit 99/99/9999 | $9,000 | +50.0% | 403 | 0.0% | 0.01% | +20.0% | |
| PPC | PILGRIMS PRIDE CORP | $10,000 | +42.9% | 500 | 0.0% | 0.01% | +20.0% | |
| DHR | DANAHER CORPORATION | $10,000 | 0.0% | 46 | 0.0% | 0.01% | -25.0% | |
| VKQ | INVESCO MUN TR | $9,000 | 0.0% | 741 | 0.0% | 0.01% | -14.3% | |
| DDD | 3-D SYS CORP DEL | $10,000 | +100.0% | 1,000 | 0.0% | 0.01% | +50.0% | |
| ZTR | VIRTUS GLOBAL DIVID & INCOME | $10,000 | +11.1% | 1,176 | 0.0% | 0.01% | -14.3% | |
| IGR | CBRE CLARION GLOBAL REAL EST | $10,000 | +25.0% | 1,410 | 0.0% | 0.01% | 0.0% | |
| SGU | STAR GROUP L Punit ltd partnr | $7,000 | 0.0% | 700 | 0.0% | 0.01% | 0.0% | |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $7,000 | +40.0% | 500 | 0.0% | 0.01% | +25.0% | |
| INTU | INTUIT | $8,000 | +14.3% | 22 | 0.0% | 0.01% | 0.0% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $8,000 | +14.3% | 41 | 0.0% | 0.01% | 0.0% | |
| ROP | ROPER TECHNOLOGIES INC | $7,000 | +16.7% | 16 | 0.0% | 0.01% | 0.0% | |
| SBAC | SBA COMMUNICATIONS CORP NEWcl a | $7,000 | -12.5% | 25 | 0.0% | 0.01% | -16.7% | |
| TY | TRI CONTL CORP | $8,000 | +14.3% | 275 | 0.0% | 0.01% | 0.0% | |
| VOOV | VANGUARD ADMIRAL FDS INC500 val idx fd | $7,000 | +16.7% | 54 | 0.0% | 0.01% | 0.0% | |
| GILD | GILEAD SCIENCES INC | $6,000 | 0.0% | 100 | 0.0% | 0.00% | -20.0% | |
| UNH | UNITEDHEALTH GROUP INC | $6,000 | +20.0% | 17 | 0.0% | 0.00% | 0.0% | |
| ISTB | ISHARES TRcore 1 5 yr usd | $6,000 | 0.0% | 113 | 0.0% | 0.00% | -20.0% | |
| TTP | TORTOISE PIPELINE & ENERGY F | $6,000 | +50.0% | 359 | 0.0% | 0.00% | +33.3% | |
| AWF | ALLIANCEBERNSTEIN GLOBAL HIG | $6,000 | 0.0% | 539 | 0.0% | 0.00% | -20.0% | |
| ERH | WELLS FARGO UTILITIES AND HIwf utilities inc | $6,000 | 0.0% | 475 | 0.0% | 0.00% | -20.0% | |
| CCEP | COCA COLA EUROPEAN PARTNERS | $6,000 | +50.0% | 112 | 0.0% | 0.00% | +33.3% | |
| ECL | ECOLAB INC | $6,000 | 0.0% | 29 | 0.0% | 0.00% | -20.0% | |
| JOE | ST JOE CO | $4,000 | +100.0% | 100 | 0.0% | 0.00% | +50.0% | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $4,000 | 0.0% | 425 | 0.0% | 0.00% | 0.0% | |
| NTLA | INTELLIA THERAPEUTICS INC | $5,000 | +150.0% | 100 | 0.0% | 0.00% | +50.0% | |
| GAIN | GLADSTONE INVT CORP | $4,000 | +33.3% | 350 | 0.0% | 0.00% | +50.0% | |
| ET | ENERGY TRANSFER LP | $5,000 | +25.0% | 804 | 0.0% | 0.00% | 0.0% | |
| DKNG | DRAFTKINGS INC | $5,000 | -16.7% | 100 | 0.0% | 0.00% | -40.0% | |
| CAPSTONE TURBINE CORP | $5,000 | +150.0% | 450 | 0.0% | 0.00% | +50.0% | ||
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $4,000 | +33.3% | 252 | 0.0% | 0.00% | +50.0% | |
| ELY | CALLAWAY GOLF CO | $5,000 | +25.0% | 200 | 0.0% | 0.00% | 0.0% | |
| WRK | WESTROCK CO | $5,000 | +25.0% | 111 | 0.0% | 0.00% | 0.0% | |
| WMB | WILLIAMS COS INC | $4,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| ON | ON SEMICONDUCTOR CORP | $3,000 | +50.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FE | FIRSTENERGY CORP | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $3,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% | |
| WEC | WEC ENERGY GROUP INC | $3,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| WTRH | WAITR HLDGS INC | $3,000 | -25.0% | 1,250 | 0.0% | 0.00% | -33.3% | |
| BB | BLACKBERRY LTD | $3,000 | +50.0% | 500 | 0.0% | 0.00% | 0.0% | |
| RCEL | AVITA THERAPEUTICS INC | $3,000 | -25.0% | 160 | 0.0% | 0.00% | -33.3% | |
| ABB | ABB LTDsponsored adr | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| NOK | NOKIA CORPsponsored adr | $3,000 | 0.0% | 800 | 0.0% | 0.00% | 0.0% | |
| AEP | AMERICAN ELEC PWR CO INC | $3,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
| STAG | STAG INDL INC | $3,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% | |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $3,000 | +50.0% | 145 | 0.0% | 0.00% | 0.0% | |
| ILTB | ISHARES TRcore lt usdb etf | $3,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| IEI | ISHARES TR3 7 yr treas bd | $3,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| RA | BROOKFIELD REAL ASSETS INCOM | $1,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| WBT | WELBILT INC | $2,000 | +100.0% | 116 | 0.0% | 0.00% | 0.0% | |
| PFL | PIMCO INCOME STRATEGY FD | $2,000 | 0.0% | 177 | 0.0% | 0.00% | -50.0% | |
| BLDP | BALLARD PWR SYS INC NEW | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| GF | NEW GERMANY FD INC | $2,000 | +100.0% | 80 | 0.0% | 0.00% | 0.0% | |
| IDCC | INTERDIGITAL INC | $2,000 | 0.0% | 40 | 0.0% | 0.00% | -50.0% | |
| LIN | LINDE PLC | $1,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% | |
| NGVT | INGEVITY CORP | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| MDT | MEDTRONIC PLC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| FHN | FIRST HORIZON CORPORATION | $2,000 | 0.0% | 181 | 0.0% | 0.00% | -50.0% | |
| PDCE | PDC ENERGY INC | $2,000 | +100.0% | 100 | 0.0% | 0.00% | 0.0% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $2,000 | 0.0% | 8 | 0.0% | 0.00% | -50.0% | |
| TEL | TE CONNECTIVITY LTD | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| DE | DEERE & CO | $1,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% | |
| CIM | CHIMERA INVT CORP | $2,000 | 0.0% | 200 | 0.0% | 0.00% | -50.0% | |
| MRO | MARATHON OIL CORP | $1,000 | – | 100 | 0.0% | 0.00% | – | |
| EVFM | EVOFEM BIOSCIENCES INC | $0 | – | 16 | 0.0% | 0.00% | – | |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $0 | – | 5 | 0.0% | 0.00% | – | |
| FDL | FIRST TR MORNINGSTAR DIVID L | $0 | – | 3 | 0.0% | 0.00% | – | |
| SALM | SALEM MEDIA GROUP INCcl a | $0 | – | 400 | 0.0% | 0.00% | – | |
| ADNT | ADIENT PLC | $0 | – | 2 | 0.0% | 0.00% | – | |
| MTW | MANITOWOC CO INC | $0 | – | 29 | 0.0% | 0.00% | – | |
| PJT | PJT PARTNERS INC | $0 | – | 5 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALPHABET INC- CL C | 20 | Q4 2023 | 15.1% |
| META PLATFORMS INC | 20 | Q4 2023 | 8.4% |
| AT&T INC | 20 | Q4 2023 | 4.8% |
| VERIZON COMMUNICATIONS INC | 20 | Q4 2023 | 4.6% |
| COCA COLA CO | 20 | Q4 2023 | 3.5% |
| CSX CORP | 20 | Q4 2023 | 2.8% |
| ALIBABA GROUP HOLDINGS | 19 | Q4 2023 | 19.7% |
| APPLE INC | 19 | Q4 2023 | 2.6% |
| JOHNSON & JOHNSON | 19 | Q4 2023 | 1.3% |
| SPLUNK INC | 18 | Q4 2023 | 13.8% |
View Selective Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2021-10-27 |
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.