Selective-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-14
Total Holdings
104
Total Value
229837195
Accession Number
0001755670-25-000002
Form Type
13F-HR
Manager Name
Selective-Wealth-Management
Data Enrichment
76% identified
79 identified25 unidentified

Holdings

104 positions • $229.8M total value
Manager:
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Page 6 of 6
819047AB7
Shares:
Value:$25.9K
% of Portfolio:0.0% ($25.9K/$229.8M)
477143AP6
Shares:
Value:$18.8K
% of Portfolio:0.0% ($18.8K/$229.8M)
311642AB8
Shares:
Value:$15.0K
% of Portfolio:0.0% ($15.0K/$229.8M)
29975EAB5
Shares:
Value:$14.8K
% of Portfolio:0.0% ($14.8K/$229.8M)