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| Name: |
Selective Wealth Management |
| City: |
LYNCHBURG |
| State: |
VA |
| Zip: |
24504 |
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data |
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| Holdings
Found :
14 |
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Unchanged Positions |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
LOW |
Lowes Companies Inc |
31 |
- |
$216.67 |
$1,182,000 |
4,983 |
0.51% |
129,000 |
0 |
0.001 |
Home Improvement Stores |
|
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AMZN |
Amazon.com Inc |
36 |
- |
$184.30 |
$977,000 |
5,254 |
0.42% |
217,000 |
0 |
0 |
Internet Software & S... |
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VBR |
Vanguard Small Cap Val VIPER |
63 |
- |
$183.57 |
$473,000 |
2,562 |
0.21% |
24,000 |
0 |
0.002 |
Closed - End Fund - E... |
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XLG |
Invesco S&P 500 Top 50 ETF |
64 |
- |
$44.38 |
$465,000 |
11,172 |
0.2% |
52,000 |
0 |
0.012 |
Closed - End Fund - E... |
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FIW |
First Trust ISE Water |
67 |
- |
$100.18 |
$423,000 |
4,248 |
0.18% |
33,000 |
0 |
0.047 |
Closed - End Fund - Debt |
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CAT |
Caterpillar Inc |
68 |
- |
$328.94 |
$411,000 |
1,104 |
0.18% |
95,000 |
0 |
0 |
Farm & Construction M... |
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GOOGL |
Alphabet Inc |
70 |
- |
$174.46 |
$398,000 |
2,548 |
0.17% |
50,000 |
0 |
0 |
Search Engines & Info... |
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BX |
Blackstone Group LP |
74 |
- |
$120.62 |
$330,000 |
2,614 |
0.14% |
9,000 |
0 |
0 |
Asset Management |
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KO |
Coca-Cola Co |
78 |
- |
$63.91 |
$318,000 |
5,401 |
0.14% |
-5,000 |
0 |
0 |
Beverage Soft Drinks... |
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VEA |
Vanguard Europe Pacific ETF |
82 |
- |
$49.56 |
$294,000 |
5,974 |
0.13% |
13,000 |
0 |
0 |
Closed - End Fund - F... |
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CSX |
CSX Corp |
87 |
- |
$32.75 |
$273,000 |
7,710 |
0.12% |
5,000 |
0 |
0 |
Railroads |
|
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PDP |
Invesco DWA Momentum ETF |
88 |
- |
$95.81 |
$268,000 |
2,798 |
0.12% |
37,000 |
0 |
0.012 |
Closed - End Fund - E... |
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ICE |
Intercontinental Exchange Inc |
90 |
- |
$133.79 |
$266,000 |
2,000 |
0.12% |
15,000 |
0 |
0 |
Business Services |
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F |
Ford Motor Co |
102 |
- |
$12.50 |
$184,000 |
14,076 |
0.08% |
20,000 |
0 |
0 |
Auto Manufacturers |
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