13F-HR filed by Selective Wealth Management, Inc.
Selective Wealth Management, Inc. filed this 13F-HR for the quarter ended 2019-03-31, filed 2019-04-04, with 26 holding rows worth $82,789,000.
- Accession
- 0001755670-19-000002
- Filer
- CIK 1755670
- Filed
- 2019-04-04
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2019
A holdings report, 26 entries on the cover page, a total value of $82,789,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $82,789,000 with VALUE read as thousands by filing date, 13F file number 028-18908. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 57,000 | $10,400,000 | thousands by filing date | |
| DOCUSIGN INC COM | 256163106 | Stock | 171,122 | $8,871,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 7,361 | $8,637,000 | thousands by filing date | |
| BANK OZK LITTLE ROCK ARK COM | 06417N103 | Stock | 291,658 | $8,452,000 | thousands by filing date | |
| PIVOTAL SOFTWARE INC | 72582H107 | COM CL A | 350,100 | $7,300,000 | thousands by filing date | |
| KLA CORP | 482480100 | COM | 38,000 | $4,538,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 26,689 | $4,449,000 | thousands by filing date | |
| ZILLOW GROUP INC CL C CAP STK | 98954M200 | Stock | 12,926 | $4,443,000 | thousands by filing date | |
| LAM RESEARCH CORP | 512807108 | COM | 24,000 | $4,296,000 | thousands by filing date | |
| SPLUNK INC | 848637104 | COM | 33,700 | $4,199,000 | thousands by filing date | |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 192446102 | Stock | 49,833 | $3,610,000 | thousands by filing date | |
| BAIDU INC SPON ADR REP A | 056752108 | ADR | 21,271 | $3,507,000 | thousands by filing date | |
| RED HAT INC | 756577102 | COM | 17,800 | $3,252,000 | thousands by filing date | |
| THE ULTIMATE SOFTWARE GROUP IN | 90385D107 | COM | 9,428 | $3,112,000 | thousands by filing date | |
| OMEGA HEALTHCARE INVS INC COM | 681936100 | REIT | 14,455 | $551,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 7,251 | $429,000 | thousands by filing date | |
| SUBURBAN PROPANE PARTNERS L.P. | 864482104 | COM | 16,643 | $373,000 | thousands by filing date | |
| GENERAL ELEC CO | 369604103 | COM | 37,049 | $370,000 | thousands by filing date | |
| ARES CAPITAL CORP | 04010L103 | COM | 21,240 | $364,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 11,179 | $351,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 6,145 | $288,000 | thousands by filing date | |
| TORTOISE PIPELINE & ENERGY F | 89148H108 | COM | 17,806 | $271,000 | thousands by filing date | |
| CSX Corporation | 126408103 | COM | 3,179 | $238,000 | thousands by filing date | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 1,200 | $224,000 | thousands by filing date | |
| ISHARES INC MSCI EURZONE ETF | 464286608 | MSCI EURZONE ETF | 5,321 | $205,000 | thousands by filing date | |
| NEUBERGER BERMAN REAL ESTATE S | 64190A103 | COM | 11,911 | $59,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001755670-19-000002 | this filing | 2019-04-04 | acceptance time not in the bulk data set |