$199 Million is the total value of Selective Wealth Management, Inc.'s 87 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ACN | New | ACCENTURE PLC IRELAND | $1,626,796 | – | 4,826 | +100.0% | 0.82% | – |
| SPLG | New | SPDR SER TRportfolio s&p500 | $1,070,978 | – | 19,483 | +100.0% | 0.54% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $507,717 | – | 8,912 | +100.0% | 0.26% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $420,050 | – | 1,155 | +100.0% | 0.21% | – |
| AVUV | New | AMERICAN CENTY ETF TRus sml cp valu | $328,024 | – | 3,757 | +100.0% | 0.16% | – |
| AVDV | New | AMERICAN CENTY ETF TRintl smcp vlu | $214,488 | – | 3,478 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-05
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.