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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
PGRProgressive Corp
Recent Activity
0.25%
$591,728
2,468 shares@ $239.77 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -9.63%
0.24%
$584,942
638 shares@ $916.84 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.09%
0.24%
$581,315
2,349 shares@ $247.48 avg price
DVYIshares Tr
Recent Activity
Increased 0.58%
0.24%
$573,804
4,376 shares@ $131.13 avg price
XLGInvesco Exchange Traded Fd T
Recent Activity
0.23%
$549,884
11,172 shares@ $49.22 avg price
IEFAIshares Tr
Recent Activity
Increased 2.11%
0.22%
$541,765
7,764 shares@ $69.78 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -0.16%
0.21%
$507,629
5,565 shares@ $91.22 avg price
VBRVanguard Index Fds
Recent Activity
Increased 4.14%
0.21%
$502,549
2,516 shares@ $199.75 avg price
SDYSpdr Ser Tr
Recent Activity
Increased 0.03%
0.21%
$494,358
3,771 shares@ $131.1 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
Decreased -0.92%
0.17%
$412,412
6,451 shares@ $63.93 avg price