Investment company Selective Wealth Management buys Alibaba Group Holding, DocuSign Inc, Alphabet Inc, Bank OZK, Pivotal Software Inc, KLA-Tencor Corp, Zillow Group Inc, Facebook Inc, Lam Research Corp, Splunk Inc, Cognizant Technology Solutions Corp, Baidu Inc, Red Hat Inc, The Ultimate Software Group Inc, sells Collectors Universe Inc, Apple Inc, Patterson Inc, Bristol-Myers Squibb Company, SPDR Select Sector Fund – Consumer Staples, Pfizer Inc, Caterpillar Inc, International Business Machines Corp, Ares Capital Corp, General Mills Inc, Omega Healthcare Investors Inc, Tortoise Pipeline & Energy Fund Inc, Suburban Propane Partners LP, Johnson & Johnson, Nuveen AMT-Free Municipal Credit Income Fund, Schwab U.S. Small-Cap, PepsiCo Inc, BB&T Corp, Comcast Corp, Nuveen Municipal Value Fund Inc, SunTrust Banks Inc, Ford Motor Co, Gabelli Equity Trust Inc, The Kraft Heinz Co, BWX Technologies Inc, BP PLC, iShares Silver Trust, PPL Corp, 3M Co, Bank of America Corporation, Entergy Corp, Dominion Energy Inc, VanEck Vectors Gold Miners, Nuveen Municipal High Income Opp Fund, CenturyLink Inc, Duke Energy Corp, Markel Corp, Anheuser-Busch InBev SA/NV, Archer-Daniels Midland Co, Dunkin’ Brands Group Inc, Applied Materials Inc, Exxon Mobil Corp, Schwab International Equity, Schwab U.S. Large-Cap, Merck Inc, Amazon.com Inc, 3D Systems Corp, Capital One Financial Corp, Vertex Pharmaceuticals Inc, Altria Group Inc, Kimberly-Clark Corp, Harris Corp, Royal Bank of Canada, PIMCO Floating Rate Income Fund, Gilead Sciences Inc, Prospect Capital Corp, Blackrock Enhanced International Dividend Trust, Cal-Maine Foods Inc, Oaktree Specialty Lending Corp, ProShares Short Dow30, SPDR Gold Trust, AllianceBernstein Holding LP, The Walt Disney Co, Virtus Global Dividend & Income Fund Inc, Eli Lilly and Co, Vector Group, BlackBerry, Wheaton Precious Metals Corp, Valero Energy Corp, DNP Select Income Fund Inc, Tekla Life Sciences Investors, Wells Fargo Utilities and High Income Fund, Annaly Capital Management Inc, Wells Fargo, CBRE Clarion Global Real Estate Income Fund, Nuveen Enhanced Municipal Value Fund, Welltower Inc, Pilgrims Pride Corp, Teva Pharmaceutical Industries, Invesco Municipal Trust, Blackstone Group LP, Orchid Island Capital Inc, Lattice Semiconductor Corp, Tri-Continental Corp, Vanguard FTSE Developed Markets, Ryder System Inc, UDR Inc, GlaxoSmithKline PLC, WRKCo Inc, Starbucks Corp, Alliancebernstein Glb High Inc Fund Inc, MFS Special Value Trust, Uniti Group Inc, Capstone Turbine Corp, Cisco Systems Inc, Tapestry Inc, Nutrien, Ventas Inc, Vodafone Group PLC, Franklin Universal Trust, Nuveen Credit Strategies Income Fund, Voya Global Equity Dividend and Premium Opportunit, Fiat Chrysler Automobiles NV, General Motors Co, Exelon Corp, Iamgold Corp, Bank of the James Financial Group Inc, Gabelli Healthcare & WellnessRx Trust, Chimera Investment Corp, Gladstone Investment Corp, Sunoco LP, Altice USA Inc, American Electric Power Co Inc, Frontier Communications Corp, The Kroger Co, Pioneer Muni High Income Advantage Tr, Starwood Property Trust Inc, New Mountain Finance Corp, Invesco Emerging Markets Sovereign Debt, Schwab Emerging Markets Equity, iShares MSCI EAFE Small-Cap ETF, iShares 0-5 Year High Yield Corporate Bond, Vanguard Real Estate, British American Tobacco PLC, Darden Restaurants Inc, Freeport-McMoRan Inc, Marathon Oil Corp, Prudential Financial Inc, Adams Diversified Equity Fund Inc, GAMCO Global Gold Natural Resources & Income Trust, Teradata Corp, Welbilt Inc, Ingevity Corp, SPDR DJ Wilshire Global Real Estate, Ballard Power Systems Inc, Cameco Corp, Citigroup Inc, Johnson Controls International PLC, Manitowoc Co Inc, Medtronic PLC, Noble Corp PLC, Sirius XM Holdings Inc, Transocean, Aberdeen Total Dynamic Dividend Fund, TE Connectivity, Voya International High Dividend Equity Income Fun, Brookfield Real Assets Income Fund, Berkshire Hathaway Inc, TransEnterix Inc, Nokia Oyj, PDL BioPharma Inc, MACOM Technology Solutions Holdings Inc, Mr. Cooper Group Inc, Four Corners Property Trust Inc, Adient PLC, First Trust Morningstar during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Selective Wealth Management. As of 2019Q1, Selective Wealth Management owns 26 stocks with a total value of $83 million. These are the details of the buys and sells.

For the details of Selective Wealth Management’s stock buys and sells,
go to https://www.gurufocus.com/guru/selective+wealth+management/current-portfolio/portfolio

These are the top 5 holdings of Selective Wealth Management

  1. Alibaba Group Holding Ltd (BABA) – 57,000 shares, 12.56% of the total portfolio. New Position
  2. DocuSign Inc (DOCU) – 171,122 shares, 10.72% of the total portfolio. New Position
  3. Alphabet Inc (GOOG) – 7,361 shares, 10.43% of the total portfolio. Shares added by 24436.67%
  4. Bank OZK (OZK) – 291,658 shares, 10.21% of the total portfolio. Shares added by 62087.21%
  5. Pivotal Software Inc (PVTL) – 350,100 shares, 8.82% of the total portfolio. New Position

New Purchase: Alibaba Group Holding Ltd (BABA)

Selective Wealth Management initiated holding in Alibaba Group Holding Ltd. The purchase prices were between $130.6 and $187.25, with an estimated average price of $167.49. The stock is now traded at around $181.07. The impact to a portfolio due to this purchase was 12.56%. The holding were 57,000 shares as of .

New Purchase: DocuSign Inc (DOCU)

Selective Wealth Management initiated holding in DocuSign Inc. The purchase prices were between $38.83 and $58.85, with an estimated average price of $50.83. The stock is now traded at around $53.34. The impact to a portfolio due to this purchase was 10.72%. The holding were 171,122 shares as of .

New Purchase: Pivotal Software Inc (PVTL)

Selective Wealth Management initiated holding in Pivotal Software Inc. The purchase prices were between $16.32 and $23.65, with an estimated average price of $19.48. The stock is now traded at around $19.81. The impact to a portfolio due to this purchase was 8.82%. The holding were 350,100 shares as of .

New Purchase: KLA-Tencor Corp (KLAC)

Selective Wealth Management initiated holding in KLA-Tencor Corp. The purchase prices were between $85.81 and $123.8, with an estimated average price of $107.1. The stock is now traded at around $123.99. The impact to a portfolio due to this purchase was 5.48%. The holding were 38,000 shares as of .

New Purchase: Zillow Group Inc (Z)

Selective Wealth Management initiated holding in Zillow Group Inc. The purchase prices were between $29.92 and $44.28, with an estimated average price of $35.61. The stock is now traded at around $37.13. The impact to a portfolio due to this purchase was 5.37%. The holding were 12,926 shares as of .

New Purchase: Lam Research Corp (LRCX)

Selective Wealth Management initiated holding in Lam Research Corp. The purchase prices were between $131.63 and $183.8, with an estimated average price of $166.29. The stock is now traded at around $191.03. The impact to a portfolio due to this purchase was 5.19%. The holding were 24,000 shares as of .

Added: Alphabet Inc (GOOG)

Selective Wealth Management added to a holding in Alphabet Inc by 24436.67%. The purchase prices were between $1016.06 and $1231.54, with an estimated average price of $1120.29. The stock is now traded at around $1215.00. The impact to a portfolio due to this purchase was 10.39%. The holding were 7,361 shares as of .

Added: Bank OZK (OZK)

Selective Wealth Management added to a holding in Bank OZK by 62087.21%. The purchase prices were between $22.83 and $33.48, with an estimated average price of $30.22. The stock is now traded at around $30.54. The impact to a portfolio due to this purchase was 10.19%. The holding were 291,658 shares as of .

Added: Facebook Inc (FB)

Selective Wealth Management added to a holding in Facebook Inc by 17933.11%. The purchase prices were between $131.09 and $173.37, with an estimated average price of $158.51. The stock is now traded at around $176.02. The impact to a portfolio due to this purchase was 5.34%. The holding were 26,689 shares as of .

Added: Baidu Inc (BIDU)

Selective Wealth Management added to a holding in Baidu Inc by 42442.00%. The purchase prices were between $154.71 and $176.23, with an estimated average price of $167.33. The stock is now traded at around $179.13. The impact to a portfolio due to this purchase was 4.23%. The holding were 21,271 shares as of .

Sold Out: Collectors Universe Inc (CLCT)

Selective Wealth Management sold out a holding in Collectors Universe Inc. The sale prices were between $11.36 and $17.76, with an estimated average price of $15.12.

Sold Out: Apple Inc (AAPL)

Selective Wealth Management sold out a holding in Apple Inc. The sale prices were between $142.19 and $195.09, with an estimated average price of $169.29.

Sold Out: Patterson Companies Inc (PDCO)

Selective Wealth Management sold out a holding in Patterson Companies Inc. The sale prices were between $19.66 and $23.6, with an estimated average price of $22.13.

Sold Out: Bristol-Myers Squibb Company (BMY)

Selective Wealth Management sold out a holding in Bristol-Myers Squibb Company. The sale prices were between $45.12 and $53.8, with an estimated average price of $49.88.

Sold Out: SPDR Select Sector Fund – Consumer Staples (XLP)

Selective Wealth Management sold out a holding in SPDR Select Sector Fund – Consumer Staples. The sale prices were between $50.19 and $56.11, with an estimated average price of $53.44.

Sold Out: Pfizer Inc (PFE)

Selective Wealth Management sold out a holding in Pfizer Inc. The sale prices were between $39.53 and $43.65, with an estimated average price of $42.24.

Here is the complete portfolio of Selective Wealth Management. Also check out:

1. Selective Wealth Management’s Undervalued Stocks
2. Selective Wealth Management’s Top Growth Companies, and
3. Selective Wealth Management’s High Yield stocks
4. Stocks that Selective Wealth Management keeps buying



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