Selective Wealth Management, Inc.
- SEC CIK
- 0001755670
- 最新申報
- 2026/7/20
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/9 申報。只含多頭部位。
- 持股檔數
- 396
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.10 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPLKSplunk Inc | COM | 83,401 | $1,130 萬 | 10.3% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 45,200 | $1,025 萬 | 9.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 171,066 | $955.1 萬 | 8.7% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 62,285 | $830.0 萬 | 7.5% | – | – | 歷史 |
| OZKBank OZK | COM | 115,709 | $472.7 萬 | 4.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 27,894 | $424.6 萬 | 3.9% | – | – | 歷史 |
| MFCManulife Financial Corp | COM | 188,679 | $406.0 萬 | 3.7% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 59,501 | $375.6 萬 | 3.4% | – | – | 歷史 |
| HPQHP Inc | Stock | 109,739 | $348.4 萬 | 3.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 86,252 | $333.7 萬 | 3.0% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 31,100 | $297.3 萬 | 2.7% | – | – | 歷史 |
| SOSouthern Co | Stock | 45,031 | $279.9 萬 | 2.5% | – | – | 歷史 |
| TAT&T Inc. | Stock | 83,886 | $253.9 萬 | 2.3% | – | – | 歷史 |
| AMCRAmcor plc | ORD | 200,110 | $233.7 萬 | 2.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 11,507 | $218.8 萬 | 2.0% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 16,008 | $195.5 萬 | 1.8% | – | – | 歷史 |
| JCIJohnson Controls International plc | Stock | 30,552 | $182.3 萬 | 1.7% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 20,153 | $165.6 萬 | 1.5% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,440 | $161.7 萬 | 1.5% | – | – | – |
| TFCTruist Financial Corp | COM | 20,933 | $122.1 萬 | 1.1% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 12,212 | $117.9 萬 | 1.1% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 6,470 | $110.0 萬 | 1.0% | – | – | 歷史 |
| CRICarters Inc | COM | 9,900 | $88.0 萬 | 0.8% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 15,093 | $87.8 萬 | 0.8% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,168 | $86.3 萬 | 0.8% | – | – | – |
| UNPUnion Pacific Corp | Stock | 3,680 | $81.1 萬 | 0.7% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 15,000 | $79.1 萬 | 0.7% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 41,322 | $54.3 萬 | 0.5% | – | – | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,872 | $49.7 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,935 | $48.6 萬 | 0.4% | – | – | – |
| PFEPfizer Inc | Stock | 12,891 | $46.7 萬 | 0.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,944 | $45.8 萬 | 0.4% | – | – | 歷史 |
| CTVACorteva, Inc. | Stock | 8,975 | $41.8 萬 | 0.4% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 8,164 | $41.8 萬 | 0.4% | – | – | 歷史 |
| INTCIntel Corp | Stock | 5,250 | $33.6 萬 | 0.3% | – | – | 歷史 |
| Colony CR Real Estate Inc19625T101 | COM CL A | 39,070 | $33.3 萬 | 0.3% | – | – | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 1,772 | $32.8 萬 | 0.3% | – | – | – |
| QRVOQorvo, Inc. | Stock | 1,700 | $31.1 萬 | 0.3% | – | – | 歷史 |
| SPDR Series Trust78468R796 | ST STR SP500FF | 3,152 | $31.0 萬 | 0.3% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 1,126 | $30.2 萬 | 0.3% | – | – | 歷史 |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 3,982 | $28.8 萬 | 0.3% | – | – | – |
| CSXCSX Corp | Stock | 2,830 | $27.3 萬 | 0.2% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 4,996 | $27.0 萬 | 0.2% | – | – | 歷史 |
| MMM3M Co | Stock | 1,392 | $26.8 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V886 | DWA STAPLES | 2,881 | $26.7 萬 | 0.2% | – | – | – |
| JNJJohnson & Johnson | Stock | 1,587 | $26.1 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,436 | $25.5 萬 | 0.2% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 3,337 | $25.3 萬 | 0.2% | – | – | 歷史 |
| PAGPenske Automotive Group, Inc. | COM | 3,051 | $24.5 萬 | 0.2% | – | – | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,061 | $24.3 萬 | 0.2% | – | – | – |
| CATCaterpillar Inc | Stock | 1,050 | $24.3 萬 | 0.2% | – | – | 歷史 |
| iShares Inc464286608 | MSCI EURZONE ETF | 4,980 | $23.1 萬 | 0.2% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,500 | $22.1 萬 | 0.2% | – | – | – |
| GLWCorning Inc | COM | 5,000 | $21.8 萬 | 0.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 643 | $20.5 萬 | 0.2% | – | – | – |
| FDXFedEx Corp | Stock | 700 | $19.9 萬 | 0.2% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 3,023 | $18.5 萬 | 0.2% | – | – | 歷史 |
| LHCGLHC Group, Inc | COM | 915 | $17.5 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 3,254 | $16.9 萬 | 0.2% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 2,173 | $16.8 萬 | 0.2% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 1,295 | $16.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 1,171 | $16.5 萬 | 0.2% | – | – | – |
| TSCOTractor Supply Co | COM | 900 | $15.9 萬 | 0.1% | – | – | 歷史 |
| PDCOPatterson Companies, Inc. | COM | 4,299 | $13.7 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 600 | $13.4 萬 | 0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 940 | $13.3 萬 | 0.1% | – | – | 歷史 |
| CBRLCracker Barrel Old Country Store, Inc | COM | 700 | $12.1 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 884 | $12.0 萬 | 0.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 38 | $11.8 萬 | 0.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 57 | $11.8 萬 | 0.1% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 1,389 | $11.8 萬 | 0.1% | – | – | 歷史 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 6,877 | $11.6 萬 | 0.1% | – | – | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 3,105 | $11.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 2,187 | $11.0 萬 | 0.1% | – | – | – |
| ESEversource Energy | Stock | 1,246 | $10.8 萬 | 0.1% | – | – | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 3,339 | $10.6 萬 | 0.1% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 700 | $10.6 萬 | 0.1% | – | – | – |
| SLViShares Silver Trust | ETF | 4,637 | $10.5 萬 | 0.1% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 1,838 | $10.5 萬 | 0.1% | – | – | – |
| NHINational Health Investors Inc | COM | 1,448 | $10.5 萬 | 0.1% | – | – | 歷史 |
| ABCBAmeris Bancorp | COM | 2,000 | $10.5 萬 | 0.1% | – | – | 歷史 |
| LNCLincoln National Corp | COM | 1,659 | $10.3 萬 | 0.1% | – | – | 歷史 |
| SPHSuburban Propane Partners LP | UNIT LTD PARTN | 6,673 | $9.90 萬 | 0.1% | – | – | 歷史 |
| RYRoyal Bank of Canada | Stock | 1,050 | $9.70 萬 | 0.1% | – | – | 歷史 |
| CLXClorox Co | Stock | 500 | $9.60 萬 | 0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 374 | $9.60 萬 | 0.1% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 1,007 | $9.30 萬 | 0.1% | – | – | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 1,101 | $9.10 萬 | 0.1% | – | – | – |
| RGCORGC Resources Inc | COM | 4,000 | $8.90 萬 | 0.1% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 549 | $8.80 萬 | 0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 288 | $8.50 萬 | 0.1% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 1,450 | $8.30 萬 | 0.1% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 2,076 | $8.10 萬 | 0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 600 | $8.10 萬 | 0.1% | – | – | 歷史 |
| AEEAmeren Corp | COM | 1,000 | $8.10 萬 | 0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 375 | $8.10 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 608 | $8.00 萬 | 0.1% | – | – | – |
| HDHome Depot, Inc. | Stock | 257 | $7.80 萬 | 0.1% | – | – | 歷史 |
| BAXBaxter International Inc | Stock | 900 | $7.60 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 747 | $7.40 萬 | 0.1% | – | – | – |