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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
SOXXIshares Tr
Recent Activity
Increased 15.51%
0.17%
$410,924
1,877 shares@ $218.93 avg price
TDSBExchange Listed Fds Tr
Recent Activity
Decreased -39.58%
0.17%
$399,355
18,463 shares@ $21.64 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -5.05%
0.17%
$395,117
2,068 shares@ $191.07 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 142.06%
0.16%
$378,236
13,446 shares@ $28.14 avg price
TFCTruist Finl Corp
Recent Activity
0.16%
$375,211
8,545 shares@ $43.92 avg price
IJHIshares Tr
Recent Activity
Decreased -12.88%
0.15%
$368,252
5,836 shares@ $63.11 avg price
AHRAmerican Healthcare Reit Inc
Recent Activity
New Position
0.15%
$359,313
13,128 shares@ $27.37 avg price
NFLXNetflix Inc
Recent Activity
Increased 13.27%
0.15%
$353,727
427 shares@ $828.41 avg price
IWOIshares Tr
Recent Activity
0.14%
$344,613
1,202 shares@ $286.7 avg price
SCHISchwab Strategic Tr
Recent Activity
Increased 100.3%
0.14%
$339,824
15,581 shares@ $21.82 avg price