Selective Wealth Management, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Forest, VA
CIK
0001755670
Alternate names
Selective Wealth Management
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 87 198,556 VOO, SGOV, WCLD, JEPI 13F-HR 1/5/2024 000175567024000001
Q3 2023 88 182,053 VOO, SGOV, WCLD, JEPI 13F-HR 10/10/2023 000175567023000004
Q2 2023 118 200,449 VOO, WCLD, META, BABA 13F-HR 7/11/2023 000175567023000003
Q4 2022 126 189,398 VOO, BABA, WCLD, SPLK 13F-HR 1/23/2023 000175567023000001
Q3 2022 791 233,360 VOO, FROG, BABA, BSV 13F-HR 10/21/2022 000175567022000006
Q2 2022 786 280,943 VOO, BABA, FROG, BSV 13F-HR 7/28/2022 000175567022000003
Q1 2022 747 275,915 BABA, FROG, DOCU, SPLK 13F-HR 4/20/2022 000175567022000002
Q4 2021 684 245,028 BABA, DOCU, SPLK, META 13F-HR 1/18/2022 000175567022000001
Q3 2021 598 188,707 BABA, SPLK, BSV, META 13F-HR 10/27/2021 000175567021000006
Q2 2021 509 125,493 BABA, SPLK, XOM, IBM RESTATEMENT 8/4/2021 000175567021000005
Q1 2021 396 109,939 SPLK, BABA, XOM, IBM 13F-HR 4/9/2021 000175567021000003
Q4 2020 379 154,876 OZK, GOOG, SPLK, BABA 13F-HR 1/22/2021 000175567021000001
Q3 2020 314 127,490 SPLK, BABA, GOOG, OZK 13F-HR 10/21/2020 000175567020000004
Q2 2020 423 120,696 SPLK, OZK, GOOG, BABA 13F-HR 7/15/2020 000175567020000003
Q1 2020 337 63,847 GOOG, BABA, SPLK, OZK 13F-HR 4/16/2020 000175567020000002
Q4 2019 335 82,640 OZK, BABA, GOOG, Z 13F-HR 1/10/2020 000175567020000001
Q3 2019 347 72,716 OZK, BABA, GOOG, DOCU 13F-HR 10/29/2019 000175567019000004
Q2 2019 40 61,808 BABA, OZK, GOOG, DFS calls 13F-HR 7/16/2019 000175567019000003
Q1 2019 26 82,789 BABA, DOCU, GOOG, OZK 13F-HR 4/4/2019 000175567019000002
Q3 2018 173 8,361 OHI, ARCC, SPH, TTP 13F-HR 10/12/2018 000175567018000003
Additional filings from Selective Wealth Management, Inc. that have since been restated