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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
IWFIshares Tr
Recent Activity
Increased 2.67%
0.76%
$1.859M
4,703 shares@ $395.32 avg price
ACNAccenture Plc Ireland
Recent Activity
0.72%
$1.763M
5,051 shares@ $349.0 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
XOMExxon Mobil Corp
Recent Activity
Decreased -0.19%
0.58%
$1.425M
12,992 shares@ $109.72 avg price
IBMInternational Business Machs
Recent Activity
Increased 2.18%
0.54%
$1.309M
6,013 shares@ $217.76 avg price
LOWLowes Cos Inc
Recent Activity
0.52%
$1.273M
5,067 shares@ $251.18 avg price
INTCIntel Corp
Recent Activity
Decreased -7.15%
0.52%
$1.262M
65,743 shares@ $19.2 avg price
XLKSelect Sector Spdr Tr
Recent Activity
0.52%
$1.262M
5,541 shares@ $227.76 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Decreased -12.24%
0.49%
$1.203M
13,799 shares@ $87.19 avg price