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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
NOWServicenow Inc
Recent Activity
Decreased -8.22%
2.04%
$5.016M
4,864 shares@ $1031.3 avg price
VEEVVeeva Sys Inc
Recent Activity
Decreased -6.68%
1.8%
$4.423M
20,974 shares@ $210.86 avg price
DOCUDocusign Inc
Recent Activity
Decreased -11.32%
1.75%
$4.302M
47,750 shares@ $90.09 avg price
VTIVanguard Index Fds
Recent Activity
Increased 18.56%
1.33%
$3.273M
11,348 shares@ $288.41 avg price
OKTAOkta Inc
Recent Activity
Decreased -7.62%
1.29%
$3.155M
37,980 shares@ $83.08 avg price
VVisa Inc
Recent Activity
Decreased -5.42%
1.08%
$2.651M
8,575 shares@ $309.1 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -3.18%
0.88%
$2.166M
28,138 shares@ $76.98 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.21%
0.87%
$2.136M
3,669 shares@ $582.15 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