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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
SGOVIshares Tr
Recent Activity
Increased 23.22%
12.59%
$30.987M
308,388 shares@ $100.48 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 0.57%
3.75%
$9.216M
160,274 shares@ $57.5 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 12.99%
2.81%
$6.903M
100,802 shares@ $68.49 avg price
AAPLApple Inc
Recent Activity
Increased 1.07%
2.72%
$6.693M
28,692 shares@ $233.29 avg price
VTIVanguard Index Fds
Recent Activity
Increased 18.56%
1.33%
$3.273M
11,348 shares@ $288.41 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 5.14%
0.78%
$1.915M
3,791 shares@ $505.09 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 4.06%
0.77%
$1.89M
4,547 shares@ $415.64 avg price
IWFIshares Tr
Recent Activity
Increased 2.67%
0.76%
$1.859M
4,703 shares@ $395.32 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 194.61%
0.68%
$1.665M
73,734 shares@ $22.59 avg price
OKEOneok Inc New
Recent Activity
Increased 4.45%
0.62%
$1.51M
14,242 shares@ $106.05 avg price