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Motley Fool Wealth Management

Latest statistics and disclosures from Motley Fool Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AMZN, META, GOOG, BKNG, MELI, and represent 19.77% of Motley Fool Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SHYG (+$15M), CRWD (+$13M), DXCM (+$12M), TRU (+$11M), BRBR (+$10M), CROX (+$9.1M), DDOG (+$8.5M), CSGP (+$6.5M), TREX, HRI.
Started 4 new stock positions in BRBR, TRU, CRWD, CROX.
Reduced shares in these 10 stocks: PANW (-$36M), IBDP (-$9.2M), MODG (-$7.2M), AXON (-$6.7M), TSM (-$6.6M), BRO (-$5.5M), TWLO (-$5.4M), GMED (-$5.1M), AMZN, MELI.
Sold out of its positions in MODG, UUUU, CMF, RMD, TWLO, VPLM, BLX.
Motley Fool Wealth Management was a net seller of stock by $-69M.
Motley Fool Wealth Management has $2.0B in assets under management (AUM), dropping by 1.59%.
Central Index Key (CIK): 0001607978

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Positions held by Motley Fool Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Motley Fool Wealth Management

Motley Fool Wealth Management holds 119 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Amazon.com Ordinary Shares (AMZN)	5.2	$105M	-4%	561k	186.33	View chart
Meta Platforms Inc Class A Ordinary Shares (META)	4.7	$93M	-4%	162k	572.44	View chart
Alphabet Inc Class C Ordinary Shares (GOOG)	3.5	$70M	-4%	419k	167.19	View chart
Booking Hldgs Ordinary Shares (BKNG)	3.2	$64M	-3%	15k	4212.28	View chart
Mercadolibre Ordinary Shares (MELI)	3.2	$63M	-6%	31k	2051.97	View chart
Salesforce Ordinary Shares (CRM)	2.6	$52M	-4%	191k	273.71	View chart
Invsc Bulletshares 2025 Crp Bnd Etf Bond ETFs (BSCP)	2.6	$51M	-4%	2.5M	20.65	View chart
Mastercard Inc Class A Ordinary Shares (MA)	2.4	$48M	-4%	96k	493.80	View chart
Equinix Inc Reit Ordinary Shares (EQIX)	2.3	$46M	-3%	52k	887.64	View chart
Invsc Bulletshars 2026 Corp Bnd Etf Bond ETFs (BSCQ)	2.2	$44M	-4%	2.2M	19.56	View chart
Netflix Ordinary Shares (NFLX)	2.2	$43M	-4%	61k	709.27	View chart
Palo Alto Networks Ordinary Shares (PANW)	2.0	$40M	-47%	116k	341.80	View chart
Axon Enterprise Ordinary Shares (AXON)	1.6	$32M	-17%	80k	399.60	View chart
Brown & Brown Ordinary Shares (BRO)	1.5	$30M	-15%	291k	103.60	View chart
Biomarin Pharmaceutical Ordinary Shares (BMRN)	1.5	$30M	-4%	425k	70.29	View chart
Ishares High Yield Corporat Bond Etf Bond ETFs (SHYG)	1.5	$30M	+98%	687k	43.42	View chart
Costar Group Ordinary Shares (CSGP)	1.5	$30M	+28%	395k	75.44	View chart
Danaher Corp Ordinary Shares (DHR)	1.4	$27M	-4%	97k	278.02	View chart
Broadridge Finl Solution Ordinary Shares (BR)	1.2	$25M	-2%	115k	215.03	View chart
Berkshire Hathaway Class B Ordinary Shares (BRK.B)	1.1	$22M		49k	460.26	View chart
Invesco Bulletshs 2032 Corp Bnd Etf Bond ETFs (BSCW)	1.1	$22M	-3%	1.1M	20.97	View chart
Invesco Bulltshr 2031 Crp Bnd Etf Bond ETFs (BSCV)	1.1	$22M	-3%	1.3M	16.67	View chart
Invesco Bulltshr 2030 Cor Bnd Etf Bond ETFs (BSCU)	1.1	$22M	-3%	1.3M	16.95	View chart
Invesco Bulletshars 2028corp Bd Etf Bond ETFs (BSCS)	1.1	$22M	-4%	1.1M	20.56	View chart
Datadog Inc Class A Ordinary Shares (DDOG)	1.1	$21M	+65%	185k	115.06	View chart
Microsoft Corp Ordinary Shares (MSFT)	1.1	$21M		49k	430.31	View chart
American Tower Corp New Reit Ordinary Shares (AMT)	1.0	$21M	-3%	89k	232.56	View chart
Thermo Fisher Scientific Ordinary Shares (TMO)	1.0	$21M	-5%	33k	618.59	View chart
Dexcom Ordinary Shares (DXCM)	1.0	$20M	+157%	296k	67.04	View chart
Wisdomtree Japan Smalcp Dividend Etf Equity ETFs (DFJ)	1.0	$20M	-9%	244k	80.66	View chart
Autodesk Ordinary Shares (ADSK)	1.0	$19M	-5%	70k	275.48	View chart
Vertex Pharmaceuticals I Ordinary Shares (VRTX)	0.9	$18M	-4%	40k	465.09	View chart
Icon Plc F Ordinary Shares (ICLR)	0.9	$18M	-8%	63k	287.31	View chart
Vanguard S&p 500 Etf Equity ETFs (VOO)	0.9	$18M	-3%	34k	527.67	View chart
Ishares Ibonds Dec 2024 Trm Etf Bond ETFs (IBDP)	0.9	$18M	-34%	698k	25.21	View chart
Goosehead Ins Inc Class A Ordinary Shares (GSHD)	0.9	$17M		195k	89.30	View chart
Rxo Ordinary Shares (RXO)	0.8	$17M	-2%	598k	28.00	View chart
Ishares Core Msci Europeetf Equity ETFs (IEUR)	0.8	$16M	-9%	267k	60.93	View chart
Watsco Ordinary Shares (WSO)	0.8	$16M	-2%	32k	491.89	View chart
Brookfield Asset Mgmt Fclass A Ordinary Shares (BAM)	0.8	$15M	-9%	325k	47.29	View chart
Howard Hughes Hldgs Ordinary Shares (HHH)	0.8	$15M	-3%	197k	77.43	View chart
Comcast Corp New Class A Ordinary Shares (CMCSA)	0.8	$15M	-4%	359k	41.77	View chart
Doubleline Mortgage Etf Equity ETFs (DMBS)	0.7	$15M	-3%	294k	50.39	View chart
Invsc Bltshrs 2029 Corp Bnd Etf Bond ETFs (BSCT)	0.7	$15M	-4%	775k	18.81	View chart
Waters Corp Ordinary Shares (WAT)	0.7	$15M	-3%	40k	359.89	View chart
Doubleline Commercial Rlest Etf Equity ETFs (DCRE)	0.7	$14M	-3%	277k	51.98	View chart
Alarm Com Hldgs Ordinary Shares (ALRM)	0.7	$14M	-3%	262k	54.67	View chart
Globus Med Inc Class A Ordinary Shares (GMED)	0.7	$14M	-26%	200k	71.54	View chart
Tyler Technologies Ordinary Shares (TYL)	0.7	$14M		25k	583.72	View chart
Invsc Bulletshares 2027 Crp Bnd Etf Bond ETFs (BSCR)	0.7	$14M	-4%	721k	19.72	View chart
Markel Group Ordinary Shares (MKL)	0.7	$14M		9.0k	1568.67	View chart
Stonex Group Ordinary Shares (SNEX)	0.7	$14M		171k	81.88	View chart
Toast Inc Class A Ordinary Shares (TOST)	0.7	$14M		484k	28.31	View chart
Aon Plc Fclass A Ordinary Shares (AON)	0.7	$13M	-8%	39k	345.99	View chart
Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord American Depository Receipts (NVO)	0.7	$13M	-9%	112k	119.07	View chart
Herc Hldgs Ordinary Shares (HRI)	0.7	$13M	+26%	83k	159.43	View chart
Crowdstrike Hldgs Inc Class A Ordinary Shares (CRWD)	0.6	$13M	NEW	45k	280.47	View chart
Moderna Ordinary Shares (MRNA)	0.6	$13M	-4%	187k	66.83	View chart
Nextera Energy Ordinary Shares (NEE)	0.6	$12M		143k	84.53	View chart
Sba Communications Corp Class A Ordinary Shares (SBAC)	0.6	$12M		50k	240.70	View chart
Cooper Cos Ordinary Shares (COO)	0.6	$12M		109k	110.34	View chart
Stag Indl Inc Reit Ordinary Shares (STAG)	0.6	$12M		303k	39.09	View chart
Rentokil Initial Plc Fsponsored Adr 1 Adr Reps 5 Ord American Depository Receipts (RTO)	0.6	$12M	-8%	474k	24.93	View chart
Paychex Ordinary Shares (PAYX)	0.6	$12M	-2%	87k	134.19	View chart
Waste Connections Inc F Ordinary Shares (WCN)	0.6	$12M	-9%	65k	178.82	View chart
Healthequity Ordinary Shares (HQY)	0.6	$12M		141k	81.85	View chart
Q2 HLDGS Ordinary Shares (QTWO)	0.6	$11M		138k	79.77	View chart
Transunion Ordinary Shares (TRU)	0.5	$11M	NEW	103k	104.70	View chart
Fastenal Ordinary Shares (FAST)	0.5	$11M	-2%	150k	71.42	View chart
Guidewire Software Ordinary Shares (GWRE)	0.5	$11M		58k	182.94	View chart
Bellring Brands Ordinary Shares (BRBR)	0.5	$10M	NEW	169k	60.72	View chart
Eastman Chem Ordinary Shares (EMN)	0.5	$10M		91k	111.95	View chart
Gxo Logistics Ordinary Shares (GXO)	0.5	$9.9M		190k	52.07	View chart
United Parcel Svc Inc Class B Ordinary Shares (UPS)	0.5	$9.7M	-2%	72k	136.34	View chart
Ultragenyx Pharmaceutica Ordinary Shares (RARE)	0.5	$9.3M		168k	55.55	View chart
Canadian Natl Ry Co F Ordinary Shares (CNI)	0.5	$9.3M	-9%	79k	117.15	View chart
Gentex Corp Ordinary Shares (GNTX)	0.5	$9.2M		309k	29.69	View chart
Crocs Ordinary Shares (CROX)	0.5	$9.1M	NEW	63k	144.81	View chart
Starbucks Corp Ordinary Shares (SBUX)	0.5	$9.0M		93k	97.49	View chart
Trex Ordinary Shares (TREX)	0.4	$8.8M	+78%	132k	66.58	View chart
Inari Med Ordinary Shares (NARI)	0.4	$8.8M	-3%	212k	41.24	View chart
Vanguard Total Bond Market Etf Bond ETFs (BND)	0.4	$8.6M	+3%	114k	75.11	View chart
Msci Ordinary Shares (MSCI)	0.4	$8.6M		15k	582.94	View chart
Yum China Hldgs Inc F Ordinary Shares (YUMC)	0.4	$8.5M	-9%	190k	45.02	View chart
Alexandria Real Estate Ereit Ordinary Shares (ARE)	0.4	$8.5M	-2%	72k	118.75	View chart
Motley Fool Global Opportunities Etf Equity ETFs (TMFG)	0.4	$8.1M		255k	31.71	View chart
Hdfc Bk Ltd Fsponsored Adr 1 Adr Reps 3 Ord American Depository Receipts (HDB)	0.4	$7.9M	-9%	127k	62.56	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord American Depository Receipts (TSM)	0.4	$7.9M	-45%	45k	173.67	View chart
Morningstar Ordinary Shares (MORN)	0.4	$7.8M		25k	319.13	View chart
Medtronic Plc F Ordinary Shares (MDT)	0.4	$7.8M	-9%	86k	90.03	View chart
Costco Whsl Corp Ordinary Shares (COST)	0.4	$7.6M		8.6k	886.59	View chart
Tractor Supply Ordinary Shares (TSCO)	0.4	$7.3M		25k	290.94	View chart
Live Oak Bancshares Inc Class Equity Ordinary Shares (LOB)	0.4	$7.1M		151k	47.37	View chart
Okta Inc Class A Ordinary Shares (OKTA)	0.3	$6.8M	-5%	92k	74.34	View chart
Atlassian Corp Class A Ordinary Shares (TEAM)	0.3	$6.7M	-8%	42k	158.81	View chart
Cme Group Inc Class A Ordinary Shares (CME)	0.3	$5.1M	-6%	23k	220.65	View chart
Vanguard Ftse Developed Markets Etf Equity ETFs (VEA)	0.2	$4.7M	-11%	89k	52.81	View chart
Vanguard Mid Cap Etf Equity ETFs (VO)	0.2	$4.6M	-3%	17k	263.83	View chart
Motley Fool Mid Cap Growth Etf Equity ETFs (TMFM)	0.2	$4.3M		149k	29.15	View chart
Anheuser Busch Inbev S Fsponsored Adr 1 Adr Reps 1 Ord American Depository Receipts (BUD)	0.2	$4.1M	-10%	61k	66.29	View chart
Schlumberger Ltd F Ordinary Shares (SLB)	0.2	$3.7M	-9%	88k	41.95	View chart
Procter & Gamble Ordinary Shares (PG)	0.2	$3.1M	-6%	18k	173.20	View chart
Walmart Ordinary Shares (WMT)	0.1	$2.9M	-32%	36k	80.75	View chart
Wec Energy Group Ordinary Shares (WEC)	0.1	$2.9M	+51%	30k	96.18	View chart
Doubleverify Hldgs Ordinary Shares (DV)	0.1	$2.8M	-2%	165k	16.84	View chart
Vanguard Ftse Emerging Markets Etf Equity ETFs (VWO)	0.1	$2.6M	-11%	54k	47.85	View chart
Agree Rlty Corp Reit Ordinary Shares (ADC)	0.1	$2.5M	-6%	34k	75.33	View chart
Texas Instrs Ordinary Shares (TXN)	0.1	$2.3M	-9%	11k	206.58	View chart
Vanguard Shrt Inf Prot Sec Index Etf Equity ETFs (VTIP)	0.1	$2.1M	-26%	43k	49.31	View chart
Apple Ordinary Shares (AAPL)	0.1	$2.1M	-19%	8.9k	233.01	View chart
Nvidia Corp Ordinary Shares (NVDA)	0.1	$2.0M		17k	121.44	View chart
Crh Public Limited Co F American Depository Receipts (CRH)	0.1	$1.7M	-6%	19k	92.74	View chart
Kenvue Ordinary Shares (KVUE)	0.1	$1.6M	-6%	71k	23.13	View chart
Us Bancorp Del Ordinary Shares (USB)	0.1	$1.6M	-6%	35k	45.73	View chart
The Coca-cola Ordinary Shares (KO)	0.1	$1.6M	-6%	22k	71.86	View chart
Vanguard Small Cap Etf Equity ETFs (VB)	0.1	$1.6M		6.7k	237.23	View chart
Johnson & Johnson Ordinary Shares (JNJ)	0.1	$1.5M	-6%	9.3k	162.07	View chart
Vanguard Real Estate Etf Equity ETFs (VNQ)	0.1	$1.2M		13k	97.42	View chart
Tesla Ordinary Shares (TSLA)	0.0	$497k		1.9k	261.63	View chart

Past Filings by Motley Fool Wealth Management

SEC 13F filings are viewable for Motley Fool Wealth Management going back to 2014

Motley Fool Wealth Management 2024 Q3 filed Nov. 14, 2024
Motley Fool Wealth Management 2024 Q2 filed Aug. 8, 2024
Motley Fool Wealth Management 2024 Q1 filed May 8, 2024
Motley Fool Wealth Management 2023 Q4 filed Feb. 2, 2024
Motley Fool Wealth Management 2023 Q3 filed Nov. 13, 2023
Motley Fool Wealth Management 2023 Q2 filed Aug. 9, 2023
Motley Fool Wealth Management 2023 Q1 filed May 10, 2023
Motley Fool Wealth Management 2022 Q4 filed Feb. 9, 2023
Motley Fool Wealth Management 2022 Q3 filed Nov. 14, 2022
Motley Fool Wealth Management 2022 Q2 filed Aug. 11, 2022
Motley Fool Wealth Management 2022 Q1 filed May 4, 2022
Motley Fool Wealth Management 2021 Q4 filed Feb. 10, 2022
Motley Fool Wealth Management 2021 Q3 filed Nov. 12, 2021
Motley Fool Wealth Management 2021 Q2 filed Aug. 13, 2021
Motley Fool Wealth Management 2021 Q1 filed May 11, 2021
Motley Fool Wealth Management 2020 Q4 filed Feb. 12, 2021

View all past filings

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