Selective Wealth Management 13F Holdings

CIK 02818908 · LYNCHBURG, VA

As of Sep 30, 2022, Selective Wealth Management reported 791 positions worth $219.7K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD 500 INDEX FUNDVOO—76,247$25.0K11.39%
JFROG LTDFROGTechnology552,625 2.2K5.56%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical130,730 0.5K4.76%
VANGUARD SHORT-TERM BOND INDEX FUNDBSV—114,377$8.6K3.90%
ISHARES 0-5 YEAR TIPS BOND ETFSTIP—82,179$7.9K3.59%
TWILIO INCTWLOCommunication Services100,461$6.9K3.16%
VEEVA SYSTEMS INCVEEVHealthcare41,968$6.9K3.15%
SPLUNK INCSPLKTechnology87,988$6.6K3.01%
SALESFORCE INCCRMTechnology45,993$6.6K3.01%
DOCUSIGN INCDOCUTechnology117,346$6.3K2.86%
EVERBRIDGE INCEVBGTechnology198,942$6.1K2.80%
ALPHABET INCGOOGEquity56,958$5.5K2.49%
META PLATFORMS INCMETACommunication Services36,898$5.0K2.28%
ZENDESK INCZENTechnology58,836$4.5K2.04%
OKTA INCOKTATechnology73,996$4.2K1.92%
INTEL CORPINTCTechnology161,139$4.2K1.89%
ISHARES CORE S&P 500 ETFIVV—10,601$3.8K1.73%
SERVICENOW INCNOWTechnology10,033$3.8K1.72%
APPLE INCAAPLTechnology27,032$3.7K1.70%
EXCHANGE LISTED FDS TRTDSB—168,873$3.6K1.66%
PAYPAL HOLDINGS INCPYPLFinancial Services38,786$3.3K1.52%
VISA INC-CLASS A SHARESVFinancial Services18,354$3.3K1.48%
MV OIL TRMVO—258,516$3.2K1.47%
EXXON MOBIL CORPXOMEnergy32,709$2.9K1.30%
EXCHANGE LISTED FDS TRTDSC—94,524$2.1K0.98%