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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
IBMInternational Business Machs
Recent Activity
Increased 2.18%
0.54%
$1.309M
6,013 shares@ $217.76 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 7.99%
0.47%
$1.139M
19,529 shares@ $58.34 avg price
VXFVanguard Index Fds
Recent Activity
Increased 3.27%
0.44%
$1.079M
5,634 shares@ $191.51 avg price
VTVVanguard Index Fds
Recent Activity
Increased 5.74%
0.44%
$1.073M
6,290 shares@ $170.58 avg price
ESGVVanguard World Fd
Recent Activity
Increased 3.78%
0.4%
$964,888
9,281 shares@ $103.97 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 2.68%
0.39%
$944,927
2,223 shares@ $425.07 avg price
WMTWalmart Inc
Recent Activity
Increased 7.46%
0.38%
$933,036
10,277 shares@ $90.79 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 0.39%
0.28%
$684,955
7,036 shares@ $97.36 avg price
EPRTEssential Pptys Rlty Tr Inc
Recent Activity
Increased 1.86%
0.28%
$672,986
21,709 shares@ $31.01 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 3.09%
0.26%
$632,950
3,337 shares@ $189.68 avg price