• 13F History

Selective Wealth Management, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 14, 2025
Value $
$230M
Signature - Title
Joshua Ryan Standeven - Chief Compliance Officer
Location
Forest, VA
Summary
This page shows a list of all the recent 13F filings made by Selective Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Selective Wealth Management, Inc. reported 104 stock holdings with total value $230M as of Q1 2025. Top holdings included VOO, SGOV, WCLD, META, and JEPI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 104 $230M +$9.35M -$6.48M +$2.87M VOO, SGOV, WCLD, META, JEPI 13F-HR 4/14/2025, 02:29 PM
Q4 2024 105 $246M +$10.4M -$11.1M -$732K VOO, SGOV, WCLD, META, JEPI 13F-HR 1/15/2025, 12:06 PM
Q3 2024 106 $241M +$12.3M -$10.9M +$1.36M VOO, SGOV, META, WCLD, JEPI 13F-HR 10/9/2024, 01:56 PM
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 -$15.5M -$4.05M VOO, SGOV, WCLD, JEPI, META 13F-HR 10/10/2023, 09:24 AM
Q2 2023 118 $200M +$19.9M -$20.5M -$612K VOO, WCLD, META, BABA, CRM 13F-HR 7/11/2023, 03:33 PM
Q4 2022 125 $177M +$24.2M -$50.9M -$26.7M VOO, WCLD, SPLK, CRM, VEEV 13F-HR 1/23/2023, 02:53 PM
Q3 2022 713 $233M +$18.2M -$32.1M -$13.9M VOO, FROG, BABA, BSV, STIP 13F-HR 10/21/2022, 09:31 AM
Q2 2022 720 $281M +$74.1M -$7.59M +$66.5M VOO, BABA, FROG, BSV, VEEV 13F-HR 7/28/2022, 09:26 AM
Q1 2022 681 $276M +$55.8M -$12.4M +$43.4M BABA, FROG, DOCU, SPLK, PLAN 13F-HR 4/20/2022, 10:35 AM
Q4 2021 625 $245M +$64.8M -$3.35M +$61.4M BABA, DOCU, SPLK, META, BSV 13F-HR 1/18/2022, 09:07 AM
Q3 2021 580 $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 381 $110M +$6.69M -$65.5M -$58.8M SPLK, BABA, XOM, IBM, OZK 13F-HR 4/9/2021, 10:37 AM
Q4 2020 356 $155M +$13M -$1.4M +$11.6M OZK, GOOG, SPLK, BABA, BIDU 13F-HR 1/22/2021, 09:53 AM
Q3 2020 296 $127M +$4.48M -$2.07M +$2.41M SPLK, BABA, GOOG, OZK, META 13F-HR 10/21/2020, 12:05 PM
Q2 2020 401 $121M +$49.5M -$813K +$48.6M SPLK, OZK, GOOG, BABA, IBM 13F-HR 7/15/2020, 04:51 PM
Q1 2020 302 $63.8M +$12.5M -$10.5M +$1.99M GOOG, BABA, SPLK, OZK, DFS 13F-HR 4/16/2020, 02:20 PM
Q4 2019 304 $82.6M +$613K -$1.03M -$415K OZK, BABA, GOOG, Z, BIDU 13F-HR 1/10/2020, 01:18 PM
Q3 2019 316 $72.7M +$25.2M -$6.65M +$18.5M OZK, BABA, GOOG, DOCU, CTSH 13F-HR 10/29/2019, 10:24 AM
Q2 2019 40 $61.8M +$20.8M +$20.8M BABA, OZK, GOOG, DFS, META 13F-HR 7/16/2019, 09:28 AM
Q1 2019 25 $78.3M +$74.5M -$548K +$74M BABA, DOCU, GOOG, OZK, PVTL 13F-HR 4/4/2019, 04:17 PM
Q3 2018 155 $8.35M OHI, ARCC, SPH, TTP, GEXXXX 13F-HR 10/12/2018, 02:18 PM