Selective Wealth Management, Inc. Q1 2025 Filing
Filed April 14, 2025
Portfolio Value
$229.8B
Holdings
104
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (104 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 125,699 | $61.7B | 26.83% | |
| 2 | SGOVISHARES TR | 357,064 | $35.9B | 15.61% | |
| 3 | WQTMWISDOMTREE TR | 303,774 | $9.3B | 4.04% | |
| 4 | METAMETA PLATFORMS INC | 16,277 | $8.8B | 3.85% | |
| 5 | JEPIJ P MORGAN EXCHANGE TRADED F | 162,137 | $8.8B | 3.81% | |
| 6 | SPYMSPDR SER TR | 114,524 | $7.2B | 3.13% | |
| 7 | IVVISHARES TR | 11,260 | $6.0B | 2.63% | |
| 8 | CRMSALESFORCE INC | 23,263 | $5.9B | 2.58% | |
| 9 | AAPLAPPLE INC | 28,581 | $5.7B | 2.46% | |
| 10 | TWLOTWILIO INC | 59,020 | $5.1B | 2.23% | |
| 11 | VEEVVEEVA SYS INC | 20,501 | $4.5B | 1.94% | |
| 12 | OKTAOKTA INC | 37,514 | $3.8B | 1.66% | |
| 13 | NOWSERVICENOW INC | 4,687 | $3.7B | 1.60% | |
| 14 | VTIVANGUARD INDEX FDS | 13,971 | $3.7B | 1.59% | |
| 15 | DOCUDOCUSIGN INC | 46,295 | $3.4B | 1.50% | |
| 16 | VVISA INC | 8,482 | $2.8B | 1.23% | |
| 17 | BSVVANGUARD BD INDEX FDS | 26,748 | $2.1B | 0.90% | |
| 18 | VXUSVANGUARD STAR FDS | 32,674 | $2.0B | 0.85% | |
| 19 | SPYSPDR S&P 500 ETF TR | 3,623 | $1.9B | 0.84% | |
| 20 | MSFTMICROSOFT CORP | 4,635 | $1.8B | 0.78% | |
| 21 | NDQINVESCO QQQ TR | 3,814 | $1.7B | 0.75% | |
| 22 | SCHBSCHWAB STRATEGIC TR | 73,734 | $1.5B | 0.66% | |
| 23 | ACNACCENTURE PLC IRELAND | 5,141 | $1.5B | 0.64% | |
| 24 | IBMINTERNATIONAL BUSINESS MACHS | 5,874 | $1.4B | 0.60% | |
| 25 | BABAALIBABA GROUP HLDG LTD | 12,796 | $1.4B | 0.60% | |
| 26 | XOMEXXON MOBIL CORP | 13,004 | $1.3B | 0.58% | |
| 27 | IWFISHARES TR | 3,702 | $1.3B | 0.56% | |
| 28 | INTCINTEL CORP | 63,562 | $1.3B | 0.55% | |
| 29 | ESGVVANGUARD WORLD FD | 12,278 | $1.2B | 0.50% | |
| 30 | LOWLOWES COS INC | 5,067 | $1.1B | 0.49% | |
| 31 | XLKSELECT SECTOR SPDR TR | 5,541 | $1.1B | 0.48% | |
| 32 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,042 | $1.1B | 0.47% | |
| 33 | VTVVANGUARD INDEX FDS | 6,312 | $1.0B | 0.44% | |
| 34 | VXFVANGUARD INDEX FDS | 5,972 | $959.4M | 0.42% | |
| 35 | OKEONEOK INC NEW | 11,517 | $950.8M | 0.41% | |
| 36 | WMTWALMART INC | 10,005 | $928.4M | 0.40% | |
| 37 | NVDANVIDIA CORPORATION | 8,362 | $927.6M | 0.40% | |
| 38 | STIPISHARES TR | 8,766 | $896.7M | 0.39% | |
| 39 | DONSPDR DOW JONES INDL AVERAGE | 2,187 | $879.0M | 0.38% | |
| 40 | PYPLPAYPAL HLDGS INC | 13,450 | $841.8M | 0.37% | |
| 41 | AMZNAMAZON COM INC | 4,538 | $838.9M | 0.36% | |
| 42 | SPYDSPDR SER TR | 18,426 | $744.8M | 0.32% | |
| 43 | IWRISHARES TR | 9,158 | $729.3M | 0.32% | |
| 44 | VGTVANGUARD WORLD FD | 1,378 | $716.6M | 0.31% | |
| 45 | PGRPROGRESSIVE CORP | 2,468 | $680.3M | 0.30% | |
| 46 | EPRTESSENTIAL PPTYS RLTY TR INC | 21,709 | $667.3M | 0.29% | |
| 47 | VOVANGUARD INDEX FDS | 2,538 | $618.4M | 0.27% | |
| 48 | COSTCOSTCO WHSL CORP NEW | 642 | $618.2M | 0.27% | |
| 49 | VIGVANGUARD SPECIALIZED FUNDS | 3,313 | $612.1M | 0.27% | |
| 50 | JEPQJ P MORGAN EXCHANGE TRADED F | 11,572 | $573.3M | 0.25% | |
| 51 | AQLTISHARES TR | 7,764 | $569.6M | 0.25% | |
| 52 | JPMJPMORGAN CHASE & CO. | 2,366 | $558.8M | 0.24% | |
| 53 | AQLTISHARES TR | 4,396 | $545.3M | 0.24% | |
| 54 | GOOGLALPHABET INC | 3,367 | $529.1M | 0.23% | |
| 55 | XLGINVESCO EXCHANGE TRADED FD T | 11,172 | $495.9M | 0.22% | |
| 56 | BACBANK AMERICA CORP | 13,569 | $487.8M | 0.21% | |
| 57 | SDYSPDR SER TR | 3,735 | $478.3M | 0.21% | |
| 58 | SCHOSCHWAB STRATEGIC TR | 19,000 | $460.9M | 0.20% | |
| 59 | XLESELECT SECTOR SPDR TR | 5,566 | $439.1M | 0.19% | |
| 60 | VBRVANGUARD INDEX FDS | 2,516 | $430.8M | 0.19% | |
| 61 | AVDVAMERICAN CENTY ETF TR | 6,246 | $422.4M | 0.18% | |
| 62 | AHRAMERICAN HEALTHCARE REIT INC | 13,128 | $384.3M | 0.17% | |
| 63 | TSLATESLA INC | 1,401 | $353.5M | 0.15% | |
| 64 | NFLXNETFLIX INC | 382 | $350.8M | 0.15% | |
| 65 | TAT&T INC | 12,617 | $338.0M | 0.15% | |
| 66 | SCHISCHWAB STRATEGIC TR | 15,413 | $336.8M | 0.15% | |
| 67 | SCHMSCHWAB STRATEGIC TR | 13,433 | $327.2M | 0.14% | |
| 68 | SOXXISHARES TR | 1,897 | $326.8M | 0.14% | |
| 69 | GOOGALPHABET INC | 2,045 | $326.0M | 0.14% | |
| 70 | IJHISHARES TR | 5,851 | $318.1M | 0.14% | |
| 71 | FNDFSCHWAB STRATEGIC TR | 9,088 | $316.3M | 0.14% | |
| 72 | FIWFIRST TR EXCHANGE-TRADED FD | 3,277 | $315.8M | 0.14% | |
| 73 | ICEINTERCONTINENTAL EXCHANGE IN | 2,000 | $311.8M | 0.14% | |
| 74 | VEAVANGUARD TAX-MANAGED FDS | 6,228 | $307.7M | 0.13% | |
| 75 | IWOISHARES TR | 1,202 | $288.5M | 0.13% | |
| 76 | AVUVAMERICAN CENTY ETF TR | 3,650 | $288.3M | 0.13% | |
| 77 | GLDMWORLD GOLD TR | 4,485 | $287.1M | 0.12% | |
| 78 | BMYBRISTOL-MYERS SQUIBB CO | 5,601 | $284.1M | 0.12% | |
| 79 | JNJJOHNSON & JOHNSON | 1,862 | $282.6M | 0.12% | |
| 80 | MFCMANULIFE FINL CORP | 10,050 | $281.8M | 0.12% | |
| 81 | BACVERIZON COMMUNICATIONS INC | 6,267 | $274.1M | 0.12% | |
| 82 | PDPINVESCO EXCHANGE TRADED FD T | 2,798 | $267.5M | 0.12% | |
| 83 | TFCTRUIST FINL CORP | 7,295 | $258.2M | 0.11% | |
| 84 | AMATAPPLIED MATLS INC | 1,751 | $253.9M | 0.11% | |
| 85 | VBVANGUARD INDEX FDS | 1,169 | $240.6M | 0.10% | |
| 86 | WMWASTE MGMT INC DEL | 1,029 | $236.0M | 0.10% | |
| 87 | IWDISHARES TR | 1,324 | $233.1M | 0.10% | |
| 88 | XTISHARES TR | 4,279 | $231.5M | 0.10% | |
| 89 | SCHASCHWAB STRATEGIC TR | 10,660 | $230.5M | 0.10% | |
| 90 | BXBLACKSTONE INC | 1,810 | $230.2M | 0.10% | |
| 91 | DFSDDIMENSIONAL ETF TRUST | 4,703 | $221.5M | 0.10% | |
| 92 | ONEQFIDELITY COMWLTH TR | 3,284 | $216.6M | 0.09% | |
| 93 | DEDEERE & CO | 469 | $215.3M | 0.09% | |
| 94 | PNFPPINNACLE FINL PARTNERS INC | 2,347 | $211.3M | 0.09% | |
| 95 | PSLINVESCO EXCHANGE TRADED FD T | 1,893 | $202.7M | 0.09% | |
| 96 | RITMRITHM CAPITAL CORP | 20,453 | $199.6M | 0.09% | |
| 97 | MVOMV OIL TR | 26,496 | $164.0M | 0.07% | |
| 98 | AGNCAGNC INVT CORP | 18,345 | $153.2M | 0.07% | |
| 99 | FFORD MTR CO | 12,487 | $116.5M | 0.05% | |
| 100 | AMCRAMCOR PLC | 11,794 | $110.0M | 0.05% |
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