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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
VZVerizon Communications Inc
Recent Activity
Decreased -27.63%
0.1%
$241,087
6,298 shares@ $38.28 avg price
CLSMExchange Listed Fds Tr
Recent Activity
Decreased -30.01%
0.1%
$236,648
11,756 shares@ $20.13 avg price
RITMRithm Capital Corp
Recent Activity
Decreased -5.34%
0.1%
$232,635
21,168 shares@ $10.99 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -0.95%
0.1%
$232,416
312 shares@ $744.93 avg price
GLDMWorld Gold Tr
Recent Activity
0.1%
$231,635
4,368 shares@ $53.03 avg price
DFSDDimensional Etf Trust
Recent Activity
0.09%
$219,912
4,703 shares@ $46.76 avg price
WMWaste Mgmt Inc Del
Recent Activity
0.09%
$213,178
1,029 shares@ $207.18 avg price
FIDUFidelity Covington Trust
Recent Activity
Decreased -1.18%
0.09%
$203,880
2,842 shares@ $71.74 avg price
DEDeere & Co
Recent Activity
New Position
0.09%
$200,592
464 shares@ $432.32 avg price
FFord Mtr Co
Recent Activity
0.06%
$131,903
13,487 shares@ $9.79 avg price