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Motive Wealth Advisors

Latest statistics and disclosures from Motive Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VEA, IVV, VIG, QUAL, IEFA, and represent 37.48% of Motive Wealth Advisors's stock portfolio.
Motive Wealth Advisors has $167M in assets under management (AUM), dropping by 0.00%.
Central Index Key (CIK): 0001877093

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Positions held by Motive Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Motive Wealth Advisors

Motive Wealth Advisors holds 65 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.8	$15M	297k	49.42	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.8	$13M	24k	547.24	View chart
Vanguard Specialized Funds Div App Etf (VIG)	7.4	$12M	67k	182.55	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	6.8	$11M	66k	170.76	View chart
Ishares Tr Core Msci Eafe (IEFA)	6.7	$11M	154k	72.64	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	6.0	$10M	160k	62.87	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.3	$8.9M	92k	97.07	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	4.7	$7.9M	62k	127.48	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	4.1	$6.8M	84k	80.13	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	4.0	$6.7M	76k	88.13	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.7	$6.2M	86k	72.05	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	3.6	$6.1M	124k	48.74	View chart
Ishares Tr National Mun Etf (MUB)	3.1	$5.1M	48k	106.55	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.4	$4.1M	93k	43.76	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.8	$3.0M	60k	50.11	View chart
Microsoft Corporation (MSFT)	1.8	$3.0M	6.7k	446.95	View chart
Ishares Core Msci Emkt (IEMG)	1.8	$2.9M	55k	53.53	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.7	$2.8M	74k	38.42	View chart
Apple (AAPL)	1.7	$2.8M	13k	210.62	View chart
NVIDIA Corporation (NVDA)	1.7	$2.8M	23k	123.54	View chart
Amazon (AMZN)	1.0	$1.6M	8.3k	193.25	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.8	$1.4M	4.5k	308.67	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$1.4M	23k	58.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.0M	5.8k	182.15	View chart
Meta Platforms Cl A (META)	0.6	$1.0M	2.1k	504.22	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$921k	12k	77.83	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.5	$884k	8.8k	100.08	View chart
Tesla Motors (TSLA)	0.5	$829k	4.2k	197.88	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.5	$805k	9.4k	85.86	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.5	$771k	9.8k	78.31	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.5	$753k	8.0k	93.81	View chart
Eli Lilly & Co. (LLY)	0.4	$728k	804.00	905.38	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$726k	6.8k	106.67	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$725k	4.0k	183.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$721k	1.8k	406.80	View chart
Broadcom (AVGO)	0.4	$628k	391.00	1605.53	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.4	$625k	8.2k	76.57	View chart
JPMorgan Chase & Co. (JPM)	0.4	$621k	3.1k	202.26	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$540k	10k	53.04	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$480k	1.3k	374.01	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$454k	7.1k	64.25	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$424k	16k	26.56	View chart
Visa Com Cl A (V)	0.2	$404k	1.5k	262.47	View chart
Exxon Mobil Corporation (XOM)	0.2	$398k	3.5k	115.12	View chart
Netflix (NFLX)	0.2	$387k	573.00	674.88	View chart
Mastercard Incorporated Cl A (MA)	0.2	$366k	830.00	441.16	View chart
Merck & Co (MRK)	0.2	$355k	2.9k	123.80	View chart
Costco Wholesale Corporation (COST)	0.2	$349k	410.00	849.99	View chart
UnitedHealth (UNH)	0.2	$329k	645.00	509.26	View chart
Abbvie (ABBV)	0.2	$314k	1.8k	171.52	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.2	$309k	3.7k	84.06	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$309k	1.9k	160.41	View chart
McDonald's Corporation (MCD)	0.2	$308k	1.2k	254.84	View chart
Wal-Mart Stores (WMT)	0.2	$300k	4.4k	67.71	View chart
Home Depot (HD)	0.2	$292k	847.00	344.24	View chart
Advanced Micro Devices (AMD)	0.2	$282k	1.7k	162.21	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.2	$274k	3.8k	72.94	View chart
International Business Machines (IBM)	0.2	$270k	1.6k	172.95	View chart
Adobe Systems Incorporated (ADBE)	0.2	$264k	475.00	555.54	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$262k	3.3k	78.33	View chart
Procter & Gamble Company (PG)	0.2	$257k	1.6k	164.92	View chart
Vanguard Wellington Us Value Factr (VFVA)	0.1	$249k	2.2k	113.07	View chart
Linde SHS (LIN)	0.1	$231k	527.00	438.81	View chart
salesforce (CRM)	0.1	$220k	856.00	257.10	View chart
Chevron Corporation (CVX)	0.1	$213k	1.4k	156.42	View chart

Past Filings by Motive Wealth Advisors

SEC 13F filings are viewable for Motive Wealth Advisors going back to 2021

Motive Wealth Advisors 2024 Q3 filed Oct. 15, 2024
Motive Wealth Advisors 2024 Q2 filed July 22, 2024
Motive Wealth Advisors 2024 Q1 filed May 6, 2024
Motive Wealth Advisors 2023 Q3 filed Nov. 14, 2023
Motive Wealth Advisors 2023 Q2 filed Aug. 1, 2023
Motive Wealth Advisors 2023 Q1 filed May 3, 2023
Motive Wealth Advisors 2022 Q4 filed Jan. 27, 2023
Motive Wealth Advisors 2022 Q3 filed Oct. 21, 2022
Motive Wealth Advisors 2022 Q2 filed Aug. 3, 2022
Motive Wealth Advisors 2022 Q1 filed May 3, 2022
Motive Wealth Advisors 2021 Q4 filed Feb. 8, 2022
Motive Wealth Advisors 2021 Q3 filed Nov. 16, 2021
Motive Wealth Advisors 2021 Q2 filed Aug. 16, 2021

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