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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
STIPIshares Tr
Recent Activity
Decreased -0.04%
0.37%
$897,888
8,909 shares@ $100.79 avg price
VGTVanguard World Fd
Recent Activity
Decreased -11.85%
0.34%
$834,115
1,368 shares@ $609.74 avg price
IWRIshares Tr
Recent Activity
Decreased -1.21%
0.34%
$816,712
9,158 shares@ $89.19 avg price
SPYDSpdr Ser Tr
Recent Activity
Decreased -3.09%
0.33%
$792,027
18,415 shares@ $43.01 avg price
VOVanguard Index Fds
Recent Activity
Decreased -2.85%
0.31%
$743,669
2,788 shares@ $266.74 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -5.78%
0.29%
$702,514
3,599 shares@ $195.2 avg price
BACBank America Corp
Recent Activity
Decreased -9.01%
0.26%
$630,398
13,770 shares@ $45.79 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -9.63%
0.24%
$584,942
638 shares@ $916.84 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -0.16%
0.21%
$507,629
5,565 shares@ $91.22 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
Decreased -0.92%
0.17%
$412,412
6,451 shares@ $63.93 avg price