Selective Wealth Management, Inc.
Q1 2025 13F Holdings
Location
Forest, VA
Holdings as of
3/31/2025
Value ($000)
$229,837
Num holdings
104
Date filed
4/14/2025
Form type
13F-HR
Prev filing
1/15/2025
Next filing
SEC
View on sec.gov
Compare Q1 2025 to
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2021 Q2 - RESTATEMENT
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type