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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
ICEIntercontinental Exchange In
Recent Activity
0.12%
$290,500
2,000 shares@ $145.25 avg price
TAt&t Inc
Recent Activity
Decreased -7.5%
0.12%
$287,404
13,184 shares@ $21.8 avg price
VEAVanguard Tax-managed Fds
Recent Activity
0.12%
$284,243
5,974 shares@ $47.59 avg price
PNFPPinnacle Finl Partners Inc
Recent Activity
0.12%
$276,876
2,347 shares@ $117.98 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.06%
0.11%
$269,557
1,862 shares@ $144.77 avg price
FTECFidelity Covington Trust
Recent Activity
Increased 10.49%
0.11%
$257,936
1,422 shares@ $181.39 avg price
XTIshares Tr
Recent Activity
0.11%
$254,577
4,279 shares@ $59.5 avg price
MVOMv Oil Tr
Recent Activity
Decreased -21.69%
0.11%
$253,468
29,473 shares@ $8.61 avg price
IWDIshares Tr
Recent Activity
Increased 10.34%
0.11%
$247,285
1,324 shares@ $186.78 avg price
ONEQFidelity Comwlth Tr
Recent Activity
Increased 0.07%
0.11%
$246,305
3,283 shares@ $75.03 avg price