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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, PANW, GOOG, META, CRM, and represent 19.72% of Motley Fool Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DHR (+$12M), TMO (+$11M), PYPL (+$9.9M), NARI (+$8.2M), WAT (+$7.3M), QTWO (+$7.1M), MSCI (+$6.9M), TMFG (+$6.4M), SNEX (+$6.0M), MORN.
Started 18 new stock positions in TMFG, QTWO, MORN, TSLA, TMO, TMFM, WAT, MUB, XLC, MSCI. NARI, VNQ, JNJ, DHR, NVDA, AAPL, VB, Stratasys.
Reduced shares in these 10 stocks: BKNG (-$21M), RMD (-$16M), WSO (-$13M), PEN (-$10M), ABBNY (-$6.2M), DIS (-$6.1M), HDB (-$5.8M), , XPO, MSFT.
Sold out of its positions in ABBNY, DIS, Heska Corporation, CMF, MUBDF, PEN, XPO.
Motley Fool Wealth Management was a net seller of stock by $-13M.
Motley Fool Wealth Management has $1.7B in assets under management (AUM), dropping by 5.97%.
Central Index Key (CIK): 0001607978

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Portfolio Holdings for Motley Fool Wealth Management

Motley Fool Wealth Management holds 122 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Amazon.com Ordinary Shares (AMZN)	5.2	$88M	-2%	676k	130.37	View chart
Palo Alto Networks Ordinary Shares (PANW)	4.8	$82M		319k	255.51	View chart
Alphabet Inc-cl C Ordinary Shares (GOOG)	3.6	$61M	-2%	500k	121.10	View chart
Meta Platforms Inc-class A Ordinary Shares (META)	3.4	$57M	-2%	198k	287.66	View chart
Salesforce Ordinary Shares (CRM)	2.8	$48M	-2%	225k	211.43	View chart
Booking Holdings Ordinary Shares (BKNG)	2.8	$47M	-30%	17k	2699.19	View chart
Splunk Ordinary Shares (SPLK)	2.7	$46M	-2%	436k	105.89	View chart
Equinix Ordinary Shares (EQIX)	2.7	$46M		59k	784.53	View chart
Mercadolibre Ordinary Shares (MELI)	2.6	$44M	-2%	37k	1184.56	View chart
Mastercard Inc - A Ordinary Shares (MA)	2.5	$43M	-2%	110k	393.20	View chart
Invesco Bulletshares 2023 Bond ETFs (BSCN)	2.1	$35M	+2%	1.6M	21.17	View chart
Paypal Holdings Ordinary Shares (PYPL)	2.0	$35M	+40%	517k	66.77	View chart
Invesco Bulletshares 2024 Bond ETFs (BSCO)	2.0	$35M	+2%	1.7M	20.57	View chart
Invesco Bulletshares 2025 Bond ETFs (BSCP)	2.0	$34M	+2%	1.7M	20.13	View chart
Netflix Ordinary Shares (NFLX)	1.8	$31M	-2%	71k	441.31	View chart
Biomarin Pharmaceutical Ordinary Shares (BMRN)	1.7	$29M	-2%	330k	86.74	View chart
Brown & Brown Ordinary Shares (BRO)	1.6	$28M		405k	68.73	View chart
Icon Ordinary Shares	1.6	$27M	+11%	110k	249.70	View chart
Invesco Bulletshares 2026 Bond ETFs (BSCQ)	1.5	$26M	+2%	1.4M	18.94	View chart
Ishares Ibonds Dec 2024 Term Bond ETFs (IBDP)	1.4	$23M	+2%	946k	24.61	View chart
Axon Enterprise Ordinary Shares (AXON)	1.3	$22M		112k	195.09	View chart
Costar Group Ordinary Shares (CSGP)	1.3	$21M		239k	88.90	View chart
Broadridge Financial Solutio Ordinary Shares (BR)	1.2	$21M	-2%	128k	165.48	View chart
Invesco Bulletshares 2027 Bond ETFs (BSCR)	1.2	$20M	+2%	1.0M	19.02	View chart
Invesco Bulletshares 2028 Bond ETFs (BSCS)	1.2	$20M	+2%	1.0M	19.74	View chart
Wisdomtree Jpn S/c Dvd Fund Equity ETFs (DFJ)	1.1	$19M		283k	66.61	View chart
Markel Group Ordinary Shares (MKL)	1.1	$19M		14k	1380.78	View chart
Watsco Ordinary Shares (WSO)	1.1	$18M	-41%	47k	381.47	View chart
American Tower Corp Ordinary Shares (AMT)	1.1	$18M		92k	194.25	View chart
Ishares 0-5 Yr Hy Corp Bond Bond ETFs (SHYG)	1.0	$17M	+3%	414k	41.43	View chart
Microsoft Corp Ordinary Shares (MSFT)	1.0	$17M	-16%	50k	340.30	View chart
Howard Hughes Corp/the Ordinary Shares (HHC)	1.0	$17M	-2%	215k	78.89	View chart
Comcast Corp-class A Ordinary Shares (CMCSA)	1.0	$17M		402k	41.52	View chart
Berkshire Hathaway Inc-cl B Ordinary Shares (BRK.B)	1.0	$16M	+12%	48k	340.82	View chart
Ishares Core Msci Europe Etf Equity ETFs (IEUR)	1.0	$16M		309k	52.57	View chart
Aon Plc-class A Ordinary Shares	0.9	$16M	-2%	46k	344.71	View chart
Novo-nordisk A/s-spons American Depository Receipts (NVO)	0.9	$16M		97k	161.67	View chart
Alarm.com Holdings Ordinary Shares (ALRM)	0.9	$15M	-2%	283k	51.58	View chart
Brookfield Corp Ordinary Shares (BN)	0.8	$14M		411k	33.57	View chart
Starbucks Corp Ordinary Shares (SBUX)	0.8	$14M		137k	99.01	View chart
Invesco Bulletshares 2029 Bond ETFs (BSCT)	0.8	$13M	+2%	725k	17.94	View chart
Taiwan Semiconductor-sp American Depository Receipts (TSM)	0.8	$13M		128k	101.02	View chart
Datadog Inc - Class A Ordinary Shares (DDOG)	0.7	$13M	-2%	127k	98.29	View chart
John Bean Technologies Corp Ordinary Shares (JBT)	0.7	$12M		100k	121.51	View chart
Ishares Mbs Etf Bond ETFs (MBB)	0.7	$12M	+3%	131k	93.22	View chart
Danaher Corp Ordinary Shares (DHR)	0.7	$12M	NEW	48k	239.75	View chart
Thermo Fisher Scientific Ordinary Shares (TMO)	0.7	$11M	NEW	22k	521.60	View chart
Stag Industrial Ordinary Shares (STAG)	0.6	$11M		307k	35.94	View chart
Cooper Cos Inc/the Ordinary Shares (COO)	0.6	$11M		29k	382.87	View chart
Costco Wholesale Corp Ordinary Shares (COST)	0.6	$11M		20k	538.66	View chart
Paychex Ordinary Shares (PAYX)	0.6	$10M		93k	111.88	View chart
Tyler Technologies Ordinary Shares (TYL)	0.6	$10M		25k	416.03	View chart
Hdfc Bank Ltd- American Depository Receipts (HDB)	0.6	$10M	-36%	147k	69.56	View chart
Waste Connections Ordinary Shares (WCN)	0.6	$9.8M	-9%	69k	142.93	View chart
Canadian Natl Railway Ordinary Shares (CNI)	0.5	$9.2M		76k	121.05	View chart
Gentex Corp Ordinary Shares (GNTX)	0.5	$9.1M		310k	29.29	View chart
Fastenal Ordinary Shares (FAST)	0.5	$9.1M		154k	58.84	View chart
Medtronic Ordinary Shares	0.5	$8.8M		101k	88.00	View chart
Lci Industries Ordinary Shares (LCII)	0.5	$8.7M		69k	126.25	View chart
Atlassian Corp-cl A Ordinary Shares (TEAM)	0.5	$8.6M	-2%	51k	167.84	View chart
Ishares Ibonds Dec 2023 Term Bond ETFs (IBDO)	0.5	$8.6M	+2%	339k	25.29	View chart
Stonex Group Ordinary Shares (SNEX)	0.5	$8.5M	+234%	103k	83.00	View chart
Yum China Holdings Ordinary Shares (YUMC)	0.5	$8.3M	-9%	148k	56.50	View chart
Paylocity Holding Corp Ordinary Shares (PCTY)	0.5	$8.3M		45k	184.29	View chart
Inari Medical Ordinary Shares (NARI)	0.5	$8.2M	NEW	141k	57.98	View chart
Thor Industries Ordinary Shares (THO)	0.5	$8.1M		79k	103.45	View chart
Jones Lang Lasalle Ordinary Shares (JLL)	0.5	$8.1M		52k	155.62	View chart
Cognex Corp Ordinary Shares (CGNX)	0.5	$8.0M		144k	55.96	View chart
Tractor Supply Company Ordinary Shares (TSCO)	0.5	$8.0M		36k	220.91	View chart
Okta Ordinary Shares (OKTA)	0.5	$7.8M	-2%	112k	69.25	View chart
Healthequity Ordinary Shares (HQY)	0.5	$7.8M		123k	63.06	View chart
Alexandria Real Estate Equit Ordinary Shares (ARE)	0.5	$7.7M		68k	113.77	View chart
Waters Corp Ordinary Shares (WAT)	0.4	$7.3M	NEW	27k	266.54	View chart
Gxo Logistics Ordinary Shares (GXO)	0.4	$7.3M		116k	62.80	View chart
Q2 Holdings Ordinary Shares (QTWO)	0.4	$7.1M	NEW	230k	30.87	View chart
Twilio Inc - A Ordinary Shares (TWLO)	0.4	$7.1M	-2%	112k	63.52	View chart
Msci Ordinary Shares (MSCI)	0.4	$6.9M	NEW	15k	469.31	View chart
Banco Latinoamericano Come-e Ordinary Shares (BLX)	0.4	$6.9M		313k	22.12	View chart
Paycom Software Ordinary Shares (PAYC)	0.4	$6.7M		21k	320.71	View chart
United Parcel Service-cl B Ordinary Shares (UPS)	0.4	$6.4M	-14%	36k	179.25	View chart
Motley Fool Global Opp Equity ETFs (TMFG)	0.4	$6.4M	NEW	241k	26.55	View chart
Live Oak Bancshares Ordinary Shares (LOB)	0.4	$6.4M	+174%	243k	26.32	View chart
Ishares Msci South Korea Etf Equity ETFs (EWY)	0.4	$6.3M		99k	63.44	View chart
Goosehead Insurance Inc -a Ordinary Shares (GSHD)	0.4	$6.2M	+52%	99k	62.79	View chart
Vanguard S&p 500 Etf Equity ETFs (VOO)	0.3	$5.8M	-35%	14k	407.28	View chart
Ansys Ordinary Shares (ANSS)	0.3	$5.7M		17k	329.70	View chart
Eastman Chemical Ordinary Shares (EMN)	0.3	$5.6M		67k	83.73	View chart
Cme Group Ordinary Shares (CME)	0.3	$5.2M		28k	185.12	View chart
Ultragenyx Pharmaceutical In Ordinary Shares (RARE)	0.3	$5.1M		110k	46.13	View chart
Schlumberger Ordinary Shares (SLB)	0.3	$5.0M		103k	49.13	View chart
Morningstar Ordinary Shares (MORN)	0.3	$4.7M	NEW	24k	195.98	View chart
Anheuser-busch Inbev Spn American Depository Receipts (BUD)	0.2	$4.1M		72k	56.74	View chart
Everbridge Ordinary Shares (EVBG)	0.2	$3.7M	-2%	139k	26.89	View chart
Procter & Gamble Co/the Ordinary Shares (PG)	0.2	$3.4M	+6%	23k	151.74	View chart
Motley Fool Mid Cap Growth Etf Equity ETFs (TMFM)	0.2	$3.4M	NEW	145k	23.62	View chart
Brookfield Asset Mgmt-a Ordinary Shares (BAM)	0.2	$3.3M		103k	32.58	View chart
Vanguard Total Bond Market Bond ETFs (BND)	0.2	$3.0M	+11%	41k	72.51	View chart
Rxo Ordinary Shares (RXO)	0.2	$2.6M		116k	22.67	View chart
Walmart Ordinary Shares (WMT)	0.1	$2.4M	-13%	15k	157.18	View chart
Texas Instruments Ordinary Shares (TXN)	0.1	$2.3M	+6%	13k	179.57	View chart
Ishares National Muni Bond E Equity ETFs (MUB)	0.1	$2.2M	NEW	21k	106.73	View chart
Farfetch Ltd-class A Ordinary Shares (FTCH)	0.1	$2.0M		333k	6.04	View chart
Dominion Energy Ordinary Shares (D)	0.1	$1.8M	+6%	35k	51.95	View chart
Vaneck Africa Index Etf Equity ETFs (AFK)	0.1	$1.8M		120k	14.72	View chart
Johnson & Johnson Ordinary Shares (JNJ)	0.1	$1.7M	NEW	10k	165.18	View chart
Ventas Ordinary Shares (VTR)	0.1	$1.6M	-13%	33k	47.27	View chart
Apple Ordinary Shares (AAPL)	0.1	$1.6M	NEW	8.1k	193.18	View chart
Vanguard Mid-cap Etf Equity ETFs (VO)	0.1	$1.5M	-32%	7.0k	220.14	View chart
Coca-cola Co/the Ordinary Shares (KO)	0.1	$1.5M	+8%	26k	60.32	View chart
Vanguard Ftse Developed Etf Equity ETFs (VEA)	0.1	$1.5M	-46%	33k	46.18	View chart
Wec Energy Group Ordinary Shares (WEC)	0.1	$1.5M	-13%	17k	88.24	View chart
Vanguard Short-term Tips Equity ETFs (VTIP)	0.1	$1.2M	-45%	26k	47.42	View chart
Us Bancorp Ordinary Shares (USB)	0.1	$1.1M	-8%	32k	33.04	View chart
Agree Realty Corp Ordinary Shares (ADC)	0.1	$1.0M	+6%	16k	65.46	View chart
Vanguard Small-cap Etf Equity ETFs (VB)	0.0	$711k	NEW	3.6k	198.92	View chart
Ishares California Muni Bond Etf Bond ETFs	0.0	$598k	NEW	11k	56.84	View chart
Vanguard Ftse Emerging Marke Equity ETFs (VWO)	0.0	$596k	-53%	15k	40.68	View chart
Nvidia Corp Ordinary Shares (NVDA)	0.0	$578k	NEW	1.4k	423.28	View chart
Vanguard Real Estate Etf Equity ETFs (VNQ)	0.0	$483k	NEW	5.8k	83.56	View chart
Tesla Ordinary Shares (TSLA)	0.0	$362k	NEW	1.4k	268.34	View chart
Resmed Ordinary Shares (RMD)	0.0	$313k	-98%	1.4k	218.45	View chart
Communication Services Select Sector SPDR Fund Equity ETFs (XLC)	0.0	$233k	NEW	4.8k	47.99	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 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
Motley Fool Wealth Management 2020 Q3 filed Nov. 12, 2020
Motley Fool Wealth Management 2020 Q2 filed Aug. 12, 2020
Motley Fool Wealth Management 2020 Q1 filed May 13, 2020
Motley Fool Wealth Management 2019 Q4 filed Feb. 14, 2020
Motley Fool Wealth Management 2019 Q3 filed Nov. 12, 2019

View all past filings

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