Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SELECTIVE WEALTH MANAGEMENT INC | 07-10-2024 | 06-30-2024 | 102 | 227,063,175 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | 101 | $344,696 | 1,810 | 0.00 | 0.00 | -56 | -3.00 | 06-30-2024 |
| GE AEROSPACE | COM NEW | 102 | $344,041 | 2,109 | 0.00 | 0.00 | 50 | 2.43 | 06-30-2024 |
| COCA COLA CO | COM | 103 | $338,594 | 5,401 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| TRUIST FINL CORP | COM | 104 | $332,486 | 8,545 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
