Motley Fool Wealth Management

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

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Portfolio Holdings for Motley Fool Wealth Management

Companies in the Motley Fool Wealth Management portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon.com Ordinary Shares (AMZN) 6.4 $145M 45k 3256.96
Mercadolibre Ordinary Shares (MELI) 6.2 $140M 83k 1675.21
PayPal Holdings Ordinary Shares (PYPL) 5.4 $122M 522k 234.20
Splunk Ordinary Shares (SPLK) 3.5 $80M 469k 169.89
Alphabet Ordinary Shares (GOOG) 3.4 $77M 44k 1751.87
Netflix Ordinary Shares (NFLX) 3.0 $69M 127k 540.73
Salesforce.Com Ordinary Shares (CRM) 2.9 $66M 294k 222.53
Mastercard Ordinary Shares (MA) 2.1 $46M +54% 130k 356.94
IPG Photonics Corp Ordinary Shares (IPGP) 2.1 $46M 207k 223.79
Booking Holdings Ordinary Shares (BKNG) 2.0 $45M 20k 2227.22
Facebook Ordinary Shares (FB) 1.8 $40M 147k 273.16
Zendesk Ordinary Shares (ZEN) 1.7 $38M 263k 143.12
Alarm.com Holdings Ordinary Shares (ALRM) 1.7 $38M 364k 103.45
Invesco BulletShares 2024 Corporate Bond ETF Bond ETFs (BSCO) 1.4 $31M -18% 1.4M 22.39

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Palo Alto Networks Ordinary Shares (PANW) 1.3 $29M 80k 355.39
Invesco BulletShares 2028 Corporate Bond ETF Bond ETFs (BSCS) 1.3 $28M +52% 1.2M 23.62
Invesco BulletShares 2027 Corporate Bond ETF Bond ETFs (BSCR) 1.3 $28M -8% 1.3M 22.39
Invesco BulletShares 2026 Corporate Bond ETF Bond ETFs (BSCQ) 1.3 $28M -7% 1.3M 21.93
iShares MBS ETF Bond ETFs (MBB) 1.2 $28M NEW 254k 110.13
Watsco Ordinary Shares (WSO) 1.2 $28M 124k 226.55
Cardlytics Ordinary Shares (CDLX) 1.2 $27M 187k 142.77
Atlassian Corporation Ordinary Shares (TEAM) 1.1 $26M 110k 233.87
Broadridge Financial Solutions Ordinary Shares (BR) 1.1 $26M 168k 153.20
Everbridge Ordinary Shares (EVBG) 1.1 $26M 171k 149.07
Invesco BulletShares 2025 Corporate Bond ETF Bond ETFs (BSCP) 1.1 $25M -20% 1.1M 22.63
Equinix Ordinary Shares (EQIX) 1.1 $25M +155% 35k 714.16
Comcast Corp Ordinary Shares (CMCSA) 1.1 $25M +2% 479k 52.40
American Tower Corp Ordinary Shares (AMT) 1.1 $25M +2% 110k 224.46
Axon Enterprise Ordinary Shares (AXON) 1.1 $24M +32% 199k 122.53
WisdomTree Japan Smallcap Dividend Fund Equity ETFs (DFJ) 1.0 $24M +2% 323k 72.53
iShares 0-5 Year High Yield Corporate Bond ETF Bond ETFs (SHYG) 1.0 $23M NEW 499k 45.44
Tencent Holdings American Depository Receipts (TCEHY) 1.0 $23M +2% 314k 71.89
Invesco BulletShares 2023 Corporate Bond ETF Bond ETFs (BSCN) 1.0 $23M -16% 1.0M 21.90
Invesco BulletShares 2022 Corporate Bond ETF Bond ETFs (BSCM) 1.0 $22M -15% 1.0M 21.75
Invesco BulletShares 2021 Corporate Bond ETF Bond ETFs (BSCL) 1.0 $22M -14% 1.1M 21.21
iShares Core MSCI Europe ETF Equity ETFs (IEUR) 1.0 $22M +2% 428k 51.28
Biomarin Pharmaceutical Ordinary Shares (BMRN) 1.0 $22M 247k 87.69
WisdomTree Europe SmallCap Dividend Fund Equity ETFs (DFE) 1.0 $22M +2% 334k 64.56
Medtronic Ordinary Shares (MDT) 0.9 $20M +2% 174k 117.14
Resmed Ordinary Shares (RMD) 0.9 $20M 92k 212.56
Apple Ordinary Shares (AAPL) 0.9 $20M +4% 147k 132.69
Brookfield Asset Management Ordinary Shares (BAM) 0.9 $19M +31% 470k 41.27
Microsoft Corp Ordinary Shares (MSFT) 0.9 $19M +2% 86k 222.43
HDFC Bank American Depository Receipts (HDB) 0.8 $19M +2% 262k 72.26
Starbucks Corp Ordinary Shares (SBUX) 0.8 $18M -65% 166k 106.98
Howard Hughes Corp Ordinary Shares (HHC) 0.8 $18M 224k 78.93
Invesco BulletShares 2029 Corporate Bond ETF Bond ETFs (BSCT) 0.8 $17M NEW 778k 21.80
Cooper Companies Ordinary Shares (COO) 0.7 $16M 45k 363.31
Taiwan Semiconductor Manufacturing American Depository Receipts (TSM) 0.7 $16M +2% 146k 109.04
Teladoc Health Ordinary Shares (TDOC) 0.7 $16M 79k 199.95
SoftBank Group Corp American Depository Receipts (SFTBY) 0.7 $16M +2% 402k 38.66
XPO Logistics Ordinary Shares (XPO) 0.7 $15M -24% 126k 119.20
Vivendi SE American Depository Receipts (VIVHY) 0.7 $15M +2% 467k 32.10
SVB Financial Group Ordinary Shares (SIVB) 0.6 $15M 38k 387.84
Fastenal Ordinary Shares (FAST) 0.6 $15M 297k 48.83
Avalara Ordinary Shares (AVLR) 0.6 $13M +56% 79k 164.89
John Bean Technologies Corp Ordinary Shares (JBT) 0.6 $12M 109k 113.87
Novo Nordisk A/S American Depository Receipts (NVO) 0.5 $12M +2% 173k 69.85
Brown & Brown Ordinary Shares (BRO) 0.5 $12M +45% 254k 47.41
Jones Lang LaSalle Ordinary Shares (JLL) 0.5 $12M 80k 148.37
Tyler Technologies Ordinary Shares (TYL) 0.5 $12M 27k 436.52
Alibaba Group Holding American Depository Receipts (BABA) 0.5 $12M +2% 50k 232.73
Gentex Corp Ordinary Shares (GNTX) 0.5 $12M 338k 33.93
Berkshire Hathaway Ordinary Shares (BRK.B) 0.5 $11M +5% 47k 231.87
Yum China Holdings Ordinary Shares (YUMC) 0.5 $11M +2% 185k 57.09
STAG Industrial Ordinary Shares (STAG) 0.5 $10M 333k 31.32
Crown Castle International Corp Ordinary Shares (CCI) 0.5 $10M +2% 65k 159.19
Paycom Software Ordinary Shares (PAYC) 0.5 $10M 23k 452.26
Paylocity Holding Corp Ordinary Shares (PCTY) 0.4 $10M 49k 205.91
iShares MSCI South Korea ETF Equity ETFs (EWY) 0.4 $9.8M +2% 113k 86.05
LCI Industries Ordinary Shares (LCII) 0.4 $9.7M -15% 75k 129.69
Fast Retailing American Depository Receipts (FRCOY) 0.4 $9.6M +2% 107k 89.86
Proto Labs Ordinary Shares (PRLB) 0.4 $9.4M 62k 153.40
nLIGHT Ordinary Shares (LASR) 0.4 $9.4M 289k 32.65
Eastman Chemical Ordinary Shares (EMN) 0.4 $9.4M 94k 100.28
Nestle SA American Depository Receipts (NSRGY) 0.4 $9.4M +2% 79k 117.80
Heska Corp Ordinary Shares (HSKA) 0.4 $9.3M 64k 145.65
Healthequity Ordinary Shares (HQY) 0.4 $9.3M 134k 69.71
Markel Corp Ordinary Shares (MKL) 0.4 $9.1M +4% 8.8k 1033.37
Paychex Ordinary Shares (PAYX) 0.4 $8.4M +2% 91k 93.18
Thor Industries Ordinary Shares (THO) 0.4 $7.9M 85k 92.98
Costco Wholesale Corp Ordinary Shares (COST) 0.3 $7.5M +5% 20k 376.79
McCormick & Company Ordinary Shares (MKC) 0.3 $7.4M +102% 78k 95.60
Penumbra Ordinary Shares (PEN) 0.3 $7.1M 41k 175.01
Walt Disney Ordinary Shares (DIS) 0.3 $6.3M +3% 35k 181.19
Fanuc Corp American Depository Receipts (FANUY) 0.3 $6.1M +2% 247k 24.69
Waste Connections Ordinary Shares (WCN) 0.3 $5.9M +2% 57k 102.58
Anheuser Busch Inbev NV American Depository Receipts (BUD) 0.3 $5.8M +2% 82k 69.91
Abb American Depository Receipts (ABB) 0.3 $5.7M +2% 206k 27.96
Foreign Trade Bank of Latin America Ordinary Shares (BLX) 0.2 $5.6M +2% 355k 15.83
Temenos American Depository Receipts (TMSNY) 0.2 $5.5M +3% 39k 141.61
Cerner Corp Ordinary Shares (CERN) 0.2 $4.7M 60k 78.48
iShares Aaa - A Rated Corporate Bond ETF Bond ETFs (QLTA) 0.2 $4.2M 72k 58.51
Vanguard 500 Index Fund Equity ETFs (VOO) 0.1 $3.2M -14% 9.3k 343.65
VanEck Vectors Africa Index ETF Equity ETFs (AFK) 0.1 $2.8M +2% 136k 20.38
United Parcel Service Ordinary Shares (UPS) 0.1 $2.7M -3% 16k 168.37
Schlumberger NV Ordinary Shares (SLB) 0.1 $2.6M +2% 118k 21.83
Dominion Energy Ordinary Shares (D) 0.1 $2.4M -4% 31k 75.20
Walmart Ordinary Shares (WMT) 0.1 $2.0M -4% 14k 144.18
Texas Instruments Ordinary Shares (TXN) 0.1 $1.9M -4% 11k 164.11
WEC Energy Group Ordinary Shares (WEC) 0.1 $1.8M -3% 19k 92.01
Procter & Gamble Ordinary Shares (PG) 0.1 $1.7M -3% 13k 139.15
CME Group Ordinary Shares (CME) 0.1 $1.6M -3% 8.7k 182.10
Johnson & Johnson Ordinary Shares (JNJ) 0.1 $1.5M -3% 9.4k 157.43
Vanguard Short-Term Bond Index Fund Bond ETFs (BSV) 0.1 $1.5M NEW 18k 82.88
Vanguard Total Bond Market Index Fund Bond ETFs (BND) 0.1 $1.4M -15% 16k 88.20
Ventas Ordinary Shares (VTR) 0.1 $1.3M -4% 26k 49.04
Coca-Cola Ordinary Shares (KO) 0.1 $1.3M -8% 23k 54.83
Vanguard Developed Markets Index Fund Equity ETFs (VEA) 0.0 $949k -16% 20k 47.19
Vanguard Mid-Cap Index Fund Equity ETFs (VO) 0.0 $886k -16% 4.3k 206.77
Vanguard Sht-Term Inflation-Protected Sec Idx Bond ETFs (VTIP) 0.0 $776k -14% 15k 51.07
Vanguard Emerging Markets Stock Index Fund Equity ETFs (VWO) 0.0 $620k -17% 12k 50.13
Vanguard Small-Cap Index Fund Equity ETFs (VB) 0.0 $313k -15% 1.6k 194.77
NVIDIA Corp Ordinary Shares (NVDA) 0.0 $300k NEW 575.00 521.74
Tesla Ordinary Shares (TSLA) 0.0 $251k NEW 355.00 707.04
Voip-Pal.Com Ordinary Shares (VPLM) 0.0 $2.0k 195k 0.01
Cannon Exploration Ordinary Shares 0.0 $0 NEW 1.1M 0.00

Past Filings by Motley Fool Wealth Management

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

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