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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, CRM, and represent 20.34% of Motley Fool Wealth Management's stock portfolio.
Added to shares of these 10 stocks: Ishares Ibonds Dec 2029 Term Etf (+$20M), PANW (+$19M), MU (+$17M), IBDW (+$14M), BSCU (+$13M), BSCW (+$12M), VOO (+$12M), QXO (+$8.4M), BALL (+$6.9M), CSL (+$6.7M).
Started 17 new stock positions in IBDW, VPLM, MUB, CSL, IXUS, AOA, DGRO, TLT, BLX, SPTS. Vaneck Semiconductor Etf, UUUU, BALL, MU, Ishares Ibonds Dec 2029 Term Etf, QXO, IVOO.
Reduced shares in these 10 stocks: AMZN (-$20M), AXON (-$19M), Ishares Tr ibnd dec24 etf (-$18M), BSCQ (-$17M), SHYG (-$14M), META (-$9.0M), GSHD (-$8.6M), TMFG (-$8.1M), SBUX (-$8.1M), BSCR (-$8.0M).
Sold out of its positions in Ishares Tr ibnd dec24 etf, TMFM, TMFG.
Motley Fool Wealth Management was a net seller of stock by $-82M.
Motley Fool Wealth Management has $1.9B in assets under management (AUM), dropping by -2.75%.
Central Index Key (CIK): 0001607978

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Portfolio Holdings for Motley Fool Wealth Management

Motley Fool Wealth Management holds 133 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Amazon.com Ordinary Shares (AMZN)	5.3	$103M	-16%	469k	218.87	View chart
Meta Platforms Inc Class A Ordinary Shares (META)	4.4	$86M	-9%	147k	586.41	View chart
Alphabet Inc Class C Ordinary Shares (GOOG)	3.9	$75M	-5%	396k	190.31	View chart
Booking Hldgs Ordinary Shares (BKNG)	3.6	$71M	-5%	14k	4929.11	View chart
Salesforce Ordinary Shares (CRM)	3.1	$60M	-5%	180k	332.07	View chart
Invsc Bulletshares 2025 Crp Bnd Etf Bond ETFs (BSCP)	2.8	$54M	+4%	2.6M	20.66	View chart
Netflix Ordinary Shares (NFLX)	2.6	$51M	-5%	58k	878.52	View chart
Mercadolibre Ordinary Shares (MELI)	2.5	$48M	-7%	28k	1709.29	View chart
Mastercard Inc Class A Ordinary Shares (MA)	2.5	$48M	-4%	92k	522.72	View chart
Equinix Inc Reit Ordinary Shares (EQIX)	2.2	$42M	-12%	45k	932.90	View chart
Palo Alto Networks Ordinary Shares (PANW)	2.0	$39M	+88%	220k	179.38	View chart
Invesco Bulltshr 2030 Cor Bnd Etf Bond ETFs (BSCU)	1.8	$34M	+58%	2.1M	16.35	View chart
Invesco Bulletshs 2032 Corp Bnd Etf Bond ETFs (BSCW)	1.7	$34M	+58%	1.7M	20.07	View chart
Vanguard S&p 500 Etf Equity ETFs (VOO)	1.5	$30M	+63%	55k	537.56	View chart
Brown & Brown Ordinary Shares (BRO)	1.5	$28M	-4%	278k	102.18	View chart
Axon Enterprise Ordinary Shares (AXON)	1.5	$28M	-40%	48k	592.22	View chart
Invsc Bulletshars 2026 Corp Bnd Etf Bond ETFs (BSCQ)	1.4	$26M	-39%	1.4M	19.43	View chart
Costar Group Ordinary Shares (CSGP)	1.3	$26M	-8%	359k	71.04	View chart
Broadridge Finl Solution Ordinary Shares (BR)	1.3	$25M	-4%	110k	226.10	View chart
Datadog Inc Class A Ordinary Shares (DDOG)	1.3	$25M	-6%	173k	142.20	View chart
Biomarin Pharmaceutical Ordinary Shares (BMRN)	1.2	$23M	-18%	348k	65.37	View chart
Berkshire Hathaway Class B Ordinary Shares (BRK.B)	1.1	$22M	-2%	48k	451.92	View chart
Invesco Bulltshr 2031 Crp Bnd Etf Bond ETFs (BSCV)	1.1	$21M		1.3M	16.02	View chart
Danaher Corp Ordinary Shares (DHR)	1.1	$20M	-8%	88k	230.90	View chart
Dexcom Ordinary Shares (DXCM)	1.0	$20M	-11%	260k	77.80	View chart
Microsoft Corp Ordinary Shares (MSFT)	1.0	$20M	-3%	47k	418.59	View chart
Ishares Ibonds Dec 2029 Term Etf Bond ETFs	1.0	$20M	NEW	855k	22.77	View chart
Autodesk Ordinary Shares (ADSK)	1.0	$19M	-6%	65k	293.93	View chart
Toast Inc Class A Ordinary Shares (TOST)	0.9	$17M	-3%	468k	36.42	View chart
Micron Technology Ordinary Shares (MU)	0.9	$17M	NEW	195k	86.62	View chart
Wisdomtree Japan Smalcp Dividend Etf Equity ETFs (DFJ)	0.9	$17M	-9%	221k	74.67	View chart
Stonex Group Ordinary Shares (SNEX)	0.8	$16M	-3%	165k	98.57	View chart
Globus Med Inc Class A Ordinary Shares (GMED)	0.8	$16M	-2%	194k	83.50	View chart
Brookfield Asset Mgmt Fclass A Ordinary Shares (BAM)	0.8	$16M	-8%	297k	53.89	View chart
Herc Hldgs Ordinary Shares (HRI)	0.8	$15M	-3%	80k	190.86	View chart
Markel Group Ordinary Shares (MKL)	0.8	$15M		8.9k	1722.56	View chart
Thermo Fisher Scientific Ordinary Shares (TMO)	0.8	$15M	-13%	29k	526.16	View chart
Alarm Com Hldgs Ordinary Shares (ALRM)	0.8	$15M	-5%	247k	60.74	View chart
Ishares High Yield Corporat Bond Etf Bond ETFs (SHYG)	0.8	$15M	-49%	350k	42.61	View chart
Vertex Pharmaceuticals I Ordinary Shares (VRTX)	0.8	$15M	-7%	37k	404.04	View chart
Invesco Bulletshars 2028corp Bd Etf Bond ETFs (BSCS)	0.7	$14M	-33%	717k	20.12	View chart
Waters Corp Ordinary Shares (WAT)	0.7	$14M	-4%	39k	374.64	View chart
Crowdstrike Hldgs Inc Class A Ordinary Shares (CRWD)	0.7	$14M	-6%	42k	342.80	View chart
Watsco Ordinary Shares (WSO)	0.7	$14M	-5%	30k	474.55	View chart
Doubleline Commercial Rlest Etf Equity ETFs (DCRE)	0.7	$14M		272k	51.44	View chart
Howard Hughes Hldgs Ordinary Shares (HHH)	0.7	$14M	-8%	181k	76.99	View chart
Doubleline Mortgage Etf Equity ETFs (DMBS)	0.7	$14M		289k	48.00	View chart
Ishares Ibond Dec 2031 Trm Crp Etf Bond ETFs (IBDW)	0.7	$14M	NEW	679k	20.31	View chart
Tyler Technologies Ordinary Shares (TYL)	0.7	$14M	-3%	24k	575.34	View chart
Invsc Bltshrs 2029 Corp Bnd Etf Bond ETFs (BSCT)	0.7	$14M	-3%	746k	18.32	View chart
Rxo Ordinary Shares (RXO)	0.7	$14M	-4%	569k	23.96	View chart
Icon Plc F Ordinary Shares (ICLR)	0.7	$13M	+2%	64k	208.35	View chart
Q2 HLDGS Ordinary Shares (QTWO)	0.7	$13M	-3%	134k	99.16	View chart
Healthequity Ordinary Shares (HQY)	0.7	$13M	-3%	137k	97.13	View chart
Ishares Core Msci Europeetf Equity ETFs (IEUR)	0.7	$13M	-8%	243k	53.95	View chart
Aon Plc Fclass A Ordinary Shares (AON)	0.7	$13M	-8%	35k	359.38	View chart
American Tower Corp New Reit Ordinary Shares (AMT)	0.7	$13M	-22%	69k	182.03	View chart
Bellring Brands Ordinary Shares (BRBR)	0.6	$12M	-2%	165k	74.86	View chart
Goosehead Ins Inc Class A Ordinary Shares (GSHD)	0.6	$12M	-41%	115k	106.92	View chart
Paychex Ordinary Shares (PAYX)	0.6	$12M	-3%	83k	140.58	View chart
Fastenal Ordinary Shares (FAST)	0.5	$10M	-3%	144k	72.42	View chart
Comcast Corp New Class A Ordinary Shares (CMCSA)	0.5	$10M	-22%	277k	37.17	View chart
Waste Connections Inc F Ordinary Shares (WCN)	0.5	$10M	-8%	59k	172.17	View chart
Stag Indl Inc Reit Ordinary Shares (STAG)	0.5	$9.8M	-3%	291k	33.76	View chart
Vanguard Total Bond Market Etf Bond ETFs (BND)	0.5	$9.8M	+19%	137k	71.71	View chart
Inari Med Ordinary Shares	0.5	$9.7M	-17%	174k	55.55	View chart
Nextera Energy Ordinary Shares (NEE)	0.5	$9.7M	-4%	137k	70.57	View chart
Sba Communications Corp Class A Ordinary Shares (SBAC)	0.5	$9.6M	-4%	48k	202.40	View chart
Cooper Cos Ordinary Shares (COO)	0.5	$9.6M	-3%	105k	91.44	View chart
Guidewire Software Ordinary Shares (GWRE)	0.5	$9.5M	-3%	56k	169.12	View chart
Rentokil Initial Plc Fsponsored Adr 1 Adr Reps 5 Ord American Depository Receipts (RTO)	0.5	$9.1M	-23%	365k	25.07	View chart
Transunion Ordinary Shares (TRU)	0.5	$9.1M	-4%	98k	92.22	View chart
Atlassian Corp Class A Ordinary Shares (TEAM)	0.5	$8.9M	-13%	37k	243.41	View chart
Trex Ordinary Shares (TREX)	0.5	$8.9M	-2%	128k	68.93	View chart
Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord American Depository Receipts (NVO)	0.4	$8.7M	-9%	102k	85.13	View chart
Gentex Corp Ordinary Shares (GNTX)	0.4	$8.5M	-3%	298k	28.46	View chart
Msci Ordinary Shares (MSCI)	0.4	$8.5M	-3%	14k	595.40	View chart
Qxo Inc Class Equity Ordinary Shares (QXO)	0.4	$8.4M	NEW	533k	15.77	View chart
Yum China Hldgs Inc F Ordinary Shares (YUMC)	0.4	$8.3M	-8%	174k	47.37	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord American Depository Receipts (TSM)	0.4	$8.2M	-8%	42k	197.91	View chart
United Parcel Svc Inc Class B Ordinary Shares (UPS)	0.4	$8.0M	-10%	64k	125.92	View chart
Eastman Chem Ordinary Shares (EMN)	0.4	$8.0M	-3%	87k	91.38	View chart
Morningstar Ordinary Shares (MORN)	0.4	$7.9M	-3%	24k	334.58	View chart
Gxo Logistics Ordinary Shares (GXO)	0.4	$7.8M	-5%	179k	43.47	View chart
Costco Whsl Corp Ordinary Shares (COST)	0.4	$7.7M	-2%	8.4k	914.68	View chart
Hdfc Bk Ltd Fsponsored Adr 1 Adr Reps 3 Ord American Depository Receipts (HDB)	0.4	$7.3M	-8%	116k	62.92	View chart
Ball Corp Ordinary Shares (BALL)	0.4	$6.9M	NEW	126k	54.83	View chart
Canadian Natl Ry Co F Ordinary Shares (CNI)	0.4	$6.8M	-14%	68k	101.22	View chart
Carlisle Cos Ordinary Shares (CSL)	0.3	$6.7M	NEW	18k	372.39	View chart
Tractor Supply Ordinary Shares (TSCO)	0.3	$6.4M	+386%	121k	53.07	View chart
Ultragenyx Pharmaceutica Ordinary Shares (RARE)	0.3	$6.4M	-8%	154k	41.77	View chart
Okta Inc Class A Ordinary Shares (OKTA)	0.3	$6.4M	-12%	80k	79.46	View chart
Alexandria Real Estate Ereit Ordinary Shares (ARE)	0.3	$6.2M	-10%	64k	97.66	View chart
Medtronic Plc F Ordinary Shares (MDT)	0.3	$6.2M	-10%	77k	80.76	View chart
Moderna Ordinary Shares (MRNA)	0.3	$6.2M	-16%	155k	39.83	View chart
Crocs Ordinary Shares (CROX)	0.3	$6.1M	-11%	56k	108.63	View chart
Invsc Bulletshares 2027 Crp Bnd Etf Bond ETFs (BSCR)	0.3	$6.0M	-57%	308k	19.47	View chart
Live Oak Bancshares Inc Class Equity Ordinary Shares (LOB)	0.3	$5.8M	-3%	146k	39.47	View chart
Vanguard Mid Cap Etf Equity ETFs (VO)	0.3	$4.9M	+6%	18k	264.60	View chart
Cme Group Inc Class A Ordinary Shares (CME)	0.3	$4.9M	-9%	21k	232.08	View chart
Vanguard Ftse Developed Markets Etf Equity ETFs (VEA)	0.2	$4.8M	+13%	101k	47.70	View chart
Ishares 20 Pls Year Treasury Bnd Etf Bond ETFs (TLT)	0.2	$4.0M	NEW	47k	85.20	View chart
Ishares Core Msci Totl Intl Stck Etf Equity ETFs (IXUS)	0.2	$3.9M	NEW	59k	65.99	View chart
Apple Ordinary Shares (AAPL)	0.2	$3.8M	+77%	16k	237.28	View chart
Vanguard Shrt Inf Prot Sec Index Etf Equity ETFs (VTIP)	0.2	$3.0M	+46%	63k	48.47	View chart
Schlumberger Ltd F Ordinary Shares (SLB)	0.2	$3.0M	-12%	77k	38.58	View chart
Walmart Ordinary Shares (WMT)	0.2	$3.0M	-9%	33k	90.47	View chart
Doubleverify Hldgs Ordinary Shares (DV)	0.1	$2.8M	-10%	147k	19.20	View chart
Vanguard S&p Mid Cap 400etf Equity ETFs (IVOO)	0.1	$2.7M	NEW	26k	105.69	View chart
Vanguard Ftse Emerging Markets Etf Equity ETFs (VWO)	0.1	$2.7M	+14%	62k	43.67	View chart
Procter & Gamble Ordinary Shares (PG)	0.1	$2.7M	-9%	16k	165.20	View chart
Anheuser Busch Inbev S Fsponsored Adr 1 Adr Reps 1 Ord American Depository Receipts (BUD)	0.1	$2.6M	-13%	53k	49.42	View chart
Wec Energy Group Ordinary Shares (WEC)	0.1	$2.6M	-9%	27k	94.32	View chart
Ishares Core Dividend Growth Etf Equity ETFs (DGRO)	0.1	$2.1M	NEW	35k	61.29	View chart
Nvidia Corp Ordinary Shares (NVDA)	0.1	$2.1M	-4%	16k	132.49	View chart
Texas Instrs Ordinary Shares (TXN)	0.1	$1.9M	-9%	9.9k	188.85	View chart
Agree Rlty Corp Reit Ordinary Shares (ADC)	0.1	$1.8M	-23%	26k	70.42	View chart
Vanguard Small Cap Etf Equity ETFs (VB)	0.1	$1.8M	+10%	7.4k	240.56	View chart
Banco Latinoamericano F Ordinary Shares (BLX)	0.1	$1.6M	NEW	43k	37.05	View chart
Crh Public Limited Co F American Depository Receipts (CRH)	0.1	$1.6M	-9%	17k	92.53	View chart
Ishares National Muni Bond Etf Bond ETFs (MUB)	0.1	$1.6M	NEW	15k	105.42	View chart
Us Bancorp Del Ordinary Shares (USB)	0.1	$1.5M	-9%	32k	48.16	View chart
Tesla Ordinary Shares (TSLA)	0.1	$1.4M	+88%	3.6k	399.73	View chart
Kenvue Ordinary Shares (KVUE)	0.1	$1.4M	-9%	64k	21.26	View chart
The Coca-cola Ordinary Shares (KO)	0.1	$1.3M	-9%	20k	62.10	View chart
Ishares Core Aggressive Allocati Etf Equity ETFs (AOA)	0.1	$1.2M	NEW	16k	76.59	View chart
Vanguard Real Estate Etf Equity ETFs (VNQ)	0.1	$1.2M	+5%	14k	88.68	View chart
Johnson & Johnson Ordinary Shares (JNJ)	0.1	$1.2M	-14%	8.0k	144.53	View chart
Spdr Ser Tr Portfolio Ordinary Shares (SPTS)	0.1	$1.1M	NEW	38k	29.00	View chart
Starbucks Corp Ordinary Shares (SBUX)	0.0	$403k	-95%	4.4k	91.47	View chart
Vaneck Semiconductor Etf Equity ETFs	0.0	$219k	NEW	900.00	243.19	View chart
Energy Fuels Inc F Ordinary Shares (UUUU)	0.0	$51k	NEW	10k	5.13	View chart
Voip-pal Ordinary Shares (VPLM)	0.0	$1.6k	NEW	195k	0.01	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 Q4 filed Feb. 12, 2025
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

View all past filings

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