Selective Wealth Management, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 10, 2024
Value $
$227M
Signature - Title
Joshua Ryan Standeven - Chief Compliance Officer
Location
1149 Vista Park Drive, Unit D, Forest, VA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 102 $227M +$4.45M -$11.8M -$7.31M VOO, SGOV, WCLD, META, JEPI 13F-HR 7/10/2024, 02:44 PM
Q1 2024 103 $230M +$23M -$8.94M +$14.1M VOO, SGOV, WCLD, META, JEPI 13F-HR 4/11/2024, 10:28 AM
Q4 2023 87 $199M +$11.8M -$11.5M +$219K VOO, SGOV, WCLD, JEPI, META 13F-HR 1/5/2024, 12:01 PM
Q3 2023 88 $182M +$11.5M -$25.1M -$13.6M VOO, SGOV, WCLD, JEPI, META 13F-HR 10/10/2023, 09:24 AM
Q2 2023 118 $200M +$19.9M -$24.5M -$4.6M VOO, WCLD, META, BABA, CRM 13F-HR 7/11/2023, 03:33 PM
Q4 2022 126 $177M +$24.2M -$83.3M -$59.1M VOO, WCLD, SPLK, CRM, VEEV 13F-HR 1/23/2023, 03:53 PM
Q3 2022 747 $233M +$18.2M -$34.4M -$16.2M VOO, FROG, BABA, BSV, STIP 13F-HR 10/21/2022, 09:31 AM
Q2 2022 729 $281M +$74M -$22.1M +$51.9M VOO, BABA, FROG, BSV, VEEV 13F-HR 7/28/2022, 09:26 AM
Q1 2022 691 $276M +$55.8M -$14.6M +$41.1M BABA, FROG, DOCU, SPLK, PLAN 13F-HR 4/20/2022, 10:35 AM
Q4 2021 636 $245M +$64.8M -$4.19M +$60.6M BABA, DOCU, SPLK, META, BSV 13F-HR 1/18/2022, 10:07 AM
Q3 2021 572 $189M +$94.5M -$20.6M +$73.9M BABA, SPLK, BSV, META, INTC 13F-HR 10/27/2021, 11:38 AM
Q2 2021 484 $125M +$35.1M -$23.9M +$11.2M BABA, SPLK, XOM, IBM, BSV Restatement 8/4/2021, 12:50 PM
Q1 2021 380 $110M +$6.7M -$65.5M -$58.8M SPLK, BABA, XOM, IBM, OZK 13F-HR 4/9/2021, 10:37 AM
Q4 2020 359 $155M +$13M -$1.63M +$11.3M OZK, GOOG, SPLK, BABA, BIDU 13F-HR 1/22/2021, 10:53 AM
Q3 2020 299 $127M +$4.48M -$3.19M +$1.3M SPLK, BABA, GOOG, OZK, META 13F-HR 10/21/2020, 12:05 PM
Q2 2020 407 $121M +$49.5M -$1.13M +$48.3M SPLK, OZK, GOOG, BABA, IBM 13F-HR 7/15/2020, 04:51 PM
Q1 2020 315 $57M +$5.65M -$16.5M -$10.9M GOOG, BABA, SPLK, OZK, META 13F-HR 4/16/2020, 02:20 PM
Q4 2019 312 $82.6M +$614K -$2.39M -$1.78M OZK, BABA, GOOG, Z, BIDU 13F-HR 1/10/2020, 02:18 PM
Q3 2019 324 $72.7M +$25.2M -$7.43M +$17.8M OZK, BABA, GOOG, DOCU, CTSH 13F-HR 10/29/2019, 10:24 AM
Q2 2019 39 $55.8M +$14.8M -$35.6M -$20.8M BABA, OZK, GOOG, META, CTSH 13F-HR 7/16/2019, 09:28 AM
Q1 2019 26 $82.8M +$79M -$4.54M +$74.4M BABA, DOCU, GOOG, OZK, PVTL 13F-HR 4/4/2019, 04:17 PM
Q3 2018 162 $8.36M $0 $0 OHI, ARCC, SPH, TTP, GE 13F-HR 10/12/2018, 02:18 PM