Selective-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "FNDF", "ACN", "BABA", "GOOGL", "T", "LOW", null, null, null, null, null, "AMAT", "ICE", "META", "IJH", null, null, null, null, null, "MVO", "MSFT", null, "BX", "IWD", "OKE", "IWF", null, "PYPL", "PGR", "IVV", "AAPL", "SPY", "NVDA", "INTC", "VZ", "IEFA", null, "NOW", null, "RITM", "SPLG", "IBM", "TFC", "TWLO", "VO", "PNFP", "VXF", "AGNC", null, "EPRT", "VIG", "IWO", "AHR", "AMCR", "SDY", "F", "WM", "IWR", null, null, null, "AMZN", "SCHB", null, null, null, "VGT", "ESGV", "VEA", "VXUS", "VBR", "BSV", "VB", "VOO", "VTV", "VEEV", "V", "WMT", "DVY", null, "SCHA", "MFC", "OKTA", "CRM", "DIA", null, null, "BAC", "BRK-B", "BMY", "COST", "DE", "DOCU", "QQQ", "GOOG", "XOM", "JNJ", "TSLA", "NFLX", "XLK", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified79 identified25 unidentified
Holdings
104 positions • $229.8M total value
Manager:
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Instrument  | Shares  | Other Manager | Value  | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip819047AB7)✕  | — | QoQ - YoY NEW  | All Managers (Combined) | $25.9K | 0.0% ($25.9K/$229.8M) | YoY NEW(+$25.9K)  | 
(cusip477143AP6)✕  | — | QoQ - YoY NEW  | All Managers (Combined) | $18.8K | 0.0% ($18.8K/$229.8M) | YoY NEW(+$18.8K)  | 
(cusip311642AB8)✕  | — | QoQ - YoY NEW  | All Managers (Combined) | $15.0K | 0.0% ($15.0K/$229.8M) | YoY NEW(+$15.0K)  | 
(cusip29975EAB5)✕  | — | QoQ - YoY NEW  | All Managers (Combined) | $14.8K | 0.0% ($14.8K/$229.8M) | YoY NEW(+$14.8K)  |