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Joshua Ryan Standeven

@Selective Wealth Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$246.298MTotal holdings105
Assets growth rate2.31%Assets growth rate (2-Q avg)4.17%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Selective Wealth Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 105 positions.

Assets under management

The assets under management (AUM) of Selective Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 246.298M in assets, with a quarterly growth rate of 2.31% and a 2-quarter average growth rate of 4.17%. The portfolio is managed by Joshua Ryan Standeven, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CATCaterpillar Inc
Recent Activity
Exited
0%
$418,609
1,079 shares@ $387.97 avg price
GEGe Aerospace
Recent Activity
Exited
0%
$395,374
2,109 shares@ $187.47 avg price
KOCoca Cola Co
Recent Activity
Exited
0%
$373,647
5,401 shares@ $69.19 avg price
VHTVanguard World Fd
Recent Activity
Exited
0%
$268,006
965 shares@ $277.73 avg price
IJRIshares Tr
Recent Activity
Exited
0%
$237,348
2,072 shares@ $114.56 avg price
CSXCsx Corp
Recent Activity
Exited
0%
$230,628
6,809 shares@ $33.88 avg price
SMLFIshares Tr
Recent Activity
Exited
0%
$203,187
3,095 shares@ $65.66 avg price