Motley Fool Wealth Management

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

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