Selective Wealth Management Portfolio Holdings
Q3 2025•103 long positions•$310.6M portfolio value
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Holding107 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $74.9M 24.12% | -$829.9K Sold | — 121.8K shares | 123.1K → 121.8K −$829.9K | -1.1% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $74.1M 23.86% | +$20.9M Bought | — 737.9K shares | 529.7K → 737.9K +$20.9M | +39.29% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $14.6M 4.71% | +$3.7M Bought | — 185.9K shares | 139.4K → 185.9K +$3.7M | +33.42% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $11.1M 3.58% | -$243.9K Sold | 0.001% 15.6K shares | 15.9K → 15.6K −$243.9K | -2.15% | $1.84T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $9.7M 3.13% | -$547.4K Sold | — 279.3K shares | 295.1K → 279.3K −$547.4K | -5.34% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $8.2M 2.65% | -$117.0K Sold | — 144.9K shares | 147.0K → 144.9K −$117.0K | -1.4% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $7.4M 2.38% | -$316.7K Sold | — 11.0K shares | 11.4K → 11.0K −$316.7K | -4.12% | — — | Q2 2023 Held for 2y 5m | |
Consumer Electronics Technology | $6.7M 2.15% | +$135.2K Bought | 0.0% 26.1K shares | 25.6K → 26.1K +$135.2K | +2.06% | $3.78T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $6.1M 1.98% | +$875.1K Bought | — 18.6K shares | 16.0K → 18.6K +$875.1K | +16.6% | — — | Q2 2023 Held for 2y 5m | |
Medical - Healthcare Information Services Healthcare | $6.0M 1.93% | -$43.2K Sold | 0.012% 19.6K shares | 19.7K → 19.6K −$43.2K | -0.71% | $48.8B Large Cap | Q2 2023 Held for 2y 5m | |
Internet Content & Information Communication Services | $6.0M 1.92% | -$190.7K Sold | 0.036% 55.5K shares | 57.3K → 55.5K −$190.7K | -3.1% | $15.4B Large Cap | Q2 2023 Held for 2y 5m | |
Software - Application Technology | $5.3M 1.7% | -$130.4K Sold | 0.002% 22.0K shares | 22.6K → 22.0K −$130.4K | -2.41% | $225.62B Mega Cap | Q2 2023 Held for 2y 5m | |
Software - Application Technology | $4.1M 1.33% | +$31.6K Bought | 0.002% 4.6K shares | 4.5K → 4.6K +$31.6K | +0.77% | $190.98B Large Cap | Q2 2023 Held for 2y 5m | |
Software - Infrastructure Technology | $3.2M 1.03% | -$105.7K Sold | 0.02% 35.2K shares | 36.3K → 35.2K −$105.7K | -3.2% | $16.2B Large Cap | Q2 2023 Held for 2y 5m | |
Software - Application Technology | $3.0M 0.956% | -$155.7K Sold | 0.021% 42.4K shares | 44.7K → 42.4K −$155.7K | -4.98% | $14.5B Large Cap | Q2 2023 Held for 2y 5m | |
Financial - Credit Services Financial Services | $2.9M 0.938% | +$1.8K Bought | 0.0% 8.3K shares | 8.3K → 8.3K +$1.8K | +0.06% | $662.60B Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.8M 0.917% | +$959.6K Bought | — 38.4K shares | 25.5K → 38.4K +$959.6K | +50.77% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.6M 0.846% | +$2.2M Bought | — 54.4K shares | 7.9K → 54.4K +$2.2M | +585.94% | — — | Q2 2023 Held for 2y 5m | |
Semiconductors Technology | $2.5M 0.81% | +$425.8K Bought | 0.0% 13.6K shares | 11.3K → 13.6K +$425.8K | +20.38% | $4.54T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.4M 0.769% | -$5.4K Sold | — 3.6K shares | 3.6K → 3.6K −$5.4K | -0.22% | — — | Q2 2023 Held for 2y 5m | |
Software - Infrastructure Technology | $2.4M 0.759% | -$50.3K Sold | 0.0% 4.5K shares | 4.6K → 4.5K −$50.3K | -2.09% | $3.85T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.3M 0.742% | -$604.5 Sold | — 3.8K shares | 3.8K → 3.8K −$604.5 | -0.03% | — — | Q2 2023 Held for 2y 5m | |
Unknown Unknown | $2.3M 0.732% | -$40.6K Sold | — 12.5K shares | 12.8K → 12.5K −$40.6K | -1.76% | — — | Q2 2023 Held for 2y 5m | |
Semiconductors Technology | $2.2M 0.703% | -$112.3K Sold | 0.001% 58.7K shares | 61.7K → 58.7K −$112.3K | -4.89% | $159.60B Large Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.9M 0.613% | — | — 73.7K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.8M 0.585% | -$107.0K Sold | — 23.1K shares | 24.4K → 23.1K −$107.0K | -5.56% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.7M 0.552% | +$8.5K Bought | — 3.6K shares | 3.6K → 3.6K +$8.5K | +0.5% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.7M 0.534% | -$122.4K Sold | — 14.0K shares | 15.0K → 14.0K −$122.4K | -6.87% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.6M 0.51% | — | — 5.5K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.5M 0.484% | +$154.8K Bought | — 7.1K shares | 6.4K → 7.1K +$154.8K | +11.48% | — — | Q2 2023 Held for 2y 5m | |
Information Technology Services Technology | $1.4M 0.437% | -$151.3K Sold | 0.0% 4.6K shares | 5.1K → 4.6K −$151.3K | -10.02% | $262.84B Mega Cap | Q2 2023 Held for 2y 5m | |
Specialty Retail Consumer Cyclical | $1.3M 0.409% | +$171.2K Bought | 0.0% 5.7K shares | 5.0K → 5.7K +$171.2K | +15.56% | $2.34T Mega Cap | Q2 2023 Held for 2y 5m | |
Oil & Gas Integrated Energy | $1.2M 0.38% | -$94.1K Sold | 0.0% 10.3K shares | 11.1K → 10.3K −$94.1K | -7.39% | $480.68B Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.2M 0.378% | +$683.7K Bought | — 6.3K shares | 2.6K → 6.3K +$683.7K | +139.64% | — — | Q1 2024 Held for 1y 8m | |
Insurance - Diversified Financial Services | $1.1M 0.34% | +$29.1K Bought | 0.0% 2.1K shares | 2.0K → 2.1K +$29.1K | +2.84% | $1.08T Mega Cap | Q2 2023 Held for 2y 5m | |
Discount Stores Consumer Defensive | $1.0M 0.335% | +$30.9K Bought | 0.0% 10.1K shares | 9.8K → 10.1K +$30.9K | +3.06% | $821.68B Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.0M 0.334% | -$755.0 Sold | — 1.4K shares | 1.4K → 1.4K −$755.0 | -0.07% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.0M 0.328% | — | — 2.2K shares | — | — | — — | Q2 2023 Held for 2y 5m | |
Internet Content & Information Communication Services | $988.2K 0.318% | +$78.6K Bought | 0.0% 4.0K shares | 3.7K → 4.0K +$78.6K | +8.65% | $2.95T Mega Cap | Q2 2023 Held for 2y 5m | |
Financial - Credit Services Financial Services | $941.4K 0.303% | -$27.8K Sold | 0.001% 12.6K shares | 13.0K → 12.6K −$27.8K | -2.87% | $64.1B Large Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $885.2K 0.285% | — | — 9.2K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $792.3K 0.255% | +$144.4K Bought | — 2.8K shares | 2.3K → 2.8K +$144.4K | +22.28% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $754.2K 0.243% | -$50.2K Sold | — 17.2K shares | 18.3K → 17.2K −$50.2K | -6.24% | — — | Q2 2023 Held for 2y 5m | |
Discount Stores Consumer Defensive | $741.0K 0.239% | +$153.7K Bought | 0.0% 810.0 shares | 642.0 → 810.0 +$153.7K | +26.17% | $410.27B Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $734.2K 0.236% | +$734.2K New | — 19.0K shares | 0 → 19.0K +$734.2K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $713.2K 0.23% | -$69.5K Sold | — 6.9K shares | 7.6K → 6.9K −$69.5K | -8.88% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $713.1K 0.23% | +$136.7K Bought | — 8.0K shares | 6.4K → 8.0K +$136.7K | +23.71% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $684.7K 0.22% | — | — 7.8K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $645.5K 0.208% | — | — 11.2K shares | — | — | — — | Q2 2023 Held for 2y 5m | |
REIT - Diversified Real Estate | $634.6K 0.204% | — | 0.011% 21.7K shares | — | — | $5.9B Mid Cap | Q1 2024 Held for 1y 8m |
