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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, META, GOOG, BKNG, and represent 19.42% of Motley Fool Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BSCP (+$14M), BSCV (+$14M), BSCU (+$14M), BSCW (+$14M), RTO (+$13M), NEE (+$8.7M), TREX (+$8.6M), MODG (+$6.7M), SWAV (+$5.2M), SNEX.
Started 15 new stock positions in UUUU, VOOG, BSCV, VPLM, RTO, TREX, CRH, SWAV, XLY, MODG. BSCW, XLRE, VOT, NEE, BSCU.
Reduced shares in these 10 stocks: SPTS (-$39M), stock (-$9.5M), Ishares Tr ibnd dec23 etf (-$8.9M), THO (-$7.4M), , , AMZN, LOB, GOOG, META.
Sold out of its positions in ANSS, ELCR, EVBG, FTCHF, Ishares Tr ibnd dec23 etf, JLL, THO, VTR.
Motley Fool Wealth Management was a net seller of stock by $-12M.
Motley Fool Wealth Management has $1.9B in assets under management (AUM), dropping by 10.37%.
Central Index Key (CIK): 0001607978

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Portfolio Holdings for Motley Fool Wealth Management

Motley Fool Wealth Management holds 129 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Amazon.com Ordinary Shares (AMZN)	4.9	$94M	-4%	621k	151.52	View chart
Palo Alto Networks Ordinary Shares (PANW)	4.7	$89M	-3%	303k	293.66	View chart
Meta Platforms Inc-class A Ordinary Shares (META)	3.4	$65M	-5%	184k	352.31	View chart
Alphabet Inc-cl C Ordinary Shares (GOOG)	3.4	$65M	-5%	459k	140.59	View chart
Booking Holdings Ordinary Shares (BKNG)	3.1	$58M	-3%	16k	3540.29	View chart
Splunk Ordinary Shares	2.9	$56M	-14%	365k	152.32	View chart
Salesforce Ordinary Shares (CRM)	2.9	$56M	-3%	212k	261.97	View chart
Mercadolibre Ordinary Shares (MELI)	2.9	$55M	-3%	35k	1566.16	View chart
Invesco Bulletshares 2025 Bond ETFs (BSCP)	2.6	$50M	+39%	2.4M	20.45	View chart
Biomarin Pharmaceutical Ordinary Shares (BMRN)	2.4	$45M	-3%	470k	96.60	View chart
Equinix Ordinary Shares (EQIX)	2.3	$45M	-5%	55k	805.99	View chart
Mastercard Inc - A Ordinary Shares (MA)	2.3	$44M	-3%	104k	425.82	View chart
Invesco Bulletshares 2024 Bond ETFs (BSCO)	2.0	$37M	+2%	1.8M	20.88	View chart
Netflix Ordinary Shares (NFLX)	1.7	$33M	-3%	67k	484.79	View chart
Icon Ordinary Shares	1.6	$30M		107k	282.89	View chart
Paypal Holdings Ordinary Shares (PYPL)	1.5	$29M	-6%	472k	61.35	View chart
Invesco Bulletshares 2026 Bond ETFs (BSCQ)	1.5	$28M	+2%	1.5M	19.30	View chart
Axon Enterprise Ordinary Shares (AXON)	1.5	$28M	-2%	109k	257.63	View chart
Brown & Brown Ordinary Shares (BRO)	1.4	$28M	-2%	387k	71.10	View chart
Ishares Ibonds Dec 2024 Term Bond ETFs (IBDP)	1.3	$25M	+3%	1.0M	24.91	View chart
Broadridge Financial Solutio Ordinary Shares (BR)	1.3	$24M	-6%	118k	205.40	View chart
Invesco Bulletshares 2028 Bond ETFs (BSCS)	1.1	$22M	+2%	1.1M	20.27	View chart
Invesco Bulletshares 2027 Bond ETFs (BSCR)	1.1	$22M	+2%	1.1M	19.45	View chart
Wisdomtree Jpn S/c Dvd Fund Equity ETFs (DFJ)	1.1	$21M		282k	74.84	View chart
Watsco Ordinary Shares (WSO)	1.1	$21M	-2%	48k	427.76	View chart
Novo-nordisk A/s-spons American Depository Receipts (NVO)	1.0	$20M		193k	103.26	View chart
Costar Group Ordinary Shares (CSGP)	1.0	$20M	-3%	227k	87.02	View chart
American Tower Corp Ordinary Shares (AMT)	1.0	$20M		91k	215.98	View chart
Markel Group Ordinary Shares (MKL)	1.0	$19M		13k	1421.61	View chart
Ishares High Yield Corporat Bond Etf Bond ETFs (SHYG)	1.0	$19M	+3%	443k	42.21	View chart
Microsoft Corp Ordinary Shares (MSFT)	1.0	$18M	-5%	49k	374.44	View chart
Alarm.com Holdings Ordinary Shares (ALRM)	0.9	$17M	-3%	268k	64.49	View chart
Howard Hughes Holding Ordinary Shares (HHH)	0.9	$17M	-3%	201k	85.50	View chart
Berkshire Hathaway Inc-cl B Ordinary Shares (BRK.B)	0.9	$17M	+16%	48k	356.87	View chart
Ishares Core Msci Europe Etf Equity ETFs (IEUR)	0.9	$17M		308k	54.94	View chart
Comcast Corp-class A Ordinary Shares (CMCSA)	0.9	$17M	-4%	382k	43.84	View chart
Brookfield Corp Ordinary Shares (BN)	0.9	$16M		408k	39.98	View chart
Datadog Inc - Class A Ordinary Shares (DDOG)	0.8	$14M	-3%	119k	120.72	View chart
Vanguard S&p 500 Etf Equity ETFs (VOO)	0.7	$14M	+19%	33k	435.49	View chart
Rxo Ordinary Shares (RXO)	0.7	$14M	-2%	612k	23.25	View chart
Invesco Bulletshares 2029 Bond ETFs (BSCT)	0.7	$14M	+2%	766k	18.54	View chart
Waters Corp Ordinary Shares (WAT)	0.7	$14M	+39%	42k	329.54	View chart
Invesco Bulltshr 2031 Crp Bnd Etf Bond ETFs (BSCV)	0.7	$14M	NEW	833k	16.41	View chart
Invesco Bulltshr 2030 Cor Bnd Etf Bond ETFs (BSCU)	0.7	$14M	NEW	821k	16.63	View chart
Invesco Bulletshs 2032 Corp Bnd Etf Bond ETFs (BSCW)	0.7	$14M	NEW	657k	20.68	View chart
Costco Wholesale Corp Ordinary Shares (COST)	0.7	$13M	-2%	20k	658.47	View chart
Taiwan Semiconductr Fsponsored Adr 1 Adr Reps 5 Ord American Depository Receipts (TSM)	0.7	$13M		127k	103.70	View chart
Ishares Mbs Etf Bond ETFs (MBB)	0.7	$13M	+2%	139k	94.04	View chart
Aon Plc-class A Ordinary Shares	0.7	$13M	-2%	45k	290.97	View chart
Starbucks Corp Ordinary Shares (SBUX)	0.7	$13M	-3%	132k	95.85	View chart
Rentokil Initial Ads Ech Rep 5 Ord American Depository Receipts (RTO)	0.7	$13M	NEW	438k	28.54	View chart
Stonex Group Ordinary Shares (SNEX)	0.6	$12M	+63%	167k	73.61	View chart
Stag Industrial Inc Reit Ordinary Shares (STAG)	0.6	$12M		301k	39.27	View chart
Atlassian Corp Class A Ordinary Shares (TEAM)	0.6	$12M	-3%	49k	237.02	View chart
Canadian Natl Railway Ordinary Shares (CNI)	0.6	$12M	+19%	92k	125.59	View chart
Gxo Logistics Ordinary Shares (GXO)	0.6	$11M	+59%	184k	61.05	View chart
Waste Connectionsinc F Ordinary Shares (WCN)	0.6	$11M		75k	149.24	View chart
Thermo Fisher Scntfc Ordinary Shares (TMO)	0.6	$11M	-5%	20k	532.38	View chart
Paychex Ordinary Shares (PAYX)	0.6	$11M	-8%	88k	119.02	View chart
Danaher Corp Ordinary Shares (DHR)	0.6	$11M	-3%	45k	231.64	View chart
Tyler Technologies Ordinary Shares (TYL)	0.5	$10M		24k	416.46	View chart
Cooper Cos Inc/the Ordinary Shares	0.5	$10M	-5%	27k	378.26	View chart
Gentex Corp Ordinary Shares (GNTX)	0.5	$10M		306k	32.64	View chart
Fastenal Ordinary Shares (FAST)	0.5	$9.8M	-3%	152k	64.61	View chart
Q2 Holdings Ordinary Shares (QTWO)	0.5	$9.8M		227k	43.20	View chart
Hdfc Bank Ltd- American Depository Receipts (HDB)	0.5	$9.8M		146k	67.07	View chart
John Bean Technologies Corp Ordinary Shares (JBT)	0.5	$9.8M		99k	99.37	View chart
Healthequity Ordinary Shares (HQY)	0.5	$9.3M		140k	66.35	View chart
Okta Ordinary Shares (OKTA)	0.5	$9.1M	-7%	101k	90.09	View chart
Alexandria Real Estate Equit Ordinary Shares (ARE)	0.5	$9.0M		71k	126.88	View chart
Nextera Energy Ord Ordinary Shares (NEE)	0.5	$8.7M	NEW	143k	60.91	View chart
Trex Ord Ordinary Shares (TREX)	0.5	$8.6M	NEW	104k	82.74	View chart
Lci Industries Ordinary Shares (LCII)	0.4	$8.5M		68k	125.59	View chart
Inari Medical Ordinary Shares (NARI)	0.4	$8.5M	-5%	131k	64.94	View chart
Msci Ordinary Shares (MSCI)	0.4	$8.3M	-3%	15k	563.21	View chart
Medtronic Ordinary Shares	0.4	$8.2M		100k	82.50	View chart
Ultragenyx Pharmaceutical In Ordinary Shares (RARE)	0.4	$7.9M	-2%	164k	47.87	View chart
Tractor Supply Comp Ordinary Shares (TSCO)	0.4	$7.7M		36k	215.31	View chart
Banco Latinoamericano Come-e Ordinary Shares (BLX)	0.4	$7.7M		310k	24.73	View chart
Twilio Inc Class A Ordinary Shares (TWLO)	0.4	$7.4M	-8%	99k	75.35	View chart
Goosehead Insurance Inc -a Ordinary Shares (GSHD)	0.4	$7.4M		98k	75.68	View chart
Paylocity Holding Corp Ordinary Shares (PCTY)	0.4	$7.2M		44k	164.61	View chart
Motley Fool Global Opportunities Etf Equity ETFs (TMFG)	0.4	$7.0M	+5%	255k	27.53	View chart
Live Oak Bancshares Ordinary Shares (LOB)	0.4	$6.9M	-37%	152k	45.51	View chart
Morningstar Ordinary Shares (MORN)	0.4	$6.9M		24k	285.50	View chart
Yum China Holdings Ordinary Shares (YUMC)	0.4	$6.8M		159k	42.42	View chart
Topgolf Callaway Brands Ord Ordinary Shares (MODG)	0.3	$6.7M	NEW	464k	14.35	View chart
Vanguard Total Bond Market Bond ETFs (BND)	0.3	$6.6M	+2%	90k	73.49	View chart
Ishares Msci South Korea Etf Equity ETFs (EWY)	0.3	$6.4M		99k	65.43	View chart
United Parcel Srvc Class B Ordinary Shares (UPS)	0.3	$6.4M	-7%	41k	157.67	View chart
Eastman Chemical Ordinary Shares (EMN)	0.3	$5.9M		66k	89.77	View chart
Cognex Corp Ordinary Shares (CGNX)	0.3	$5.7M	-4%	137k	41.61	View chart
Cme Group Ordinary Shares (CME)	0.3	$5.5M	-5%	26k	210.37	View chart
Schlumberger Ltd F Ordinary Shares (SLB)	0.3	$5.3M		102k	52.08	View chart
Shockwave Medical Ord Ordinary Shares (SWAV)	0.3	$5.2M	NEW	27k	190.67	View chart
Anheuser-busch Inbev Spn American Depository Receipts (BUD)	0.2	$4.6M		71k	64.58	View chart
Paycom Software Ordinary Shares (PAYC)	0.2	$4.2M	-2%	21k	206.59	View chart
Brookfield Asset Mgmt-a Ordinary Shares (BAM)	0.2	$4.1M		102k	40.04	View chart
Vanguard Ftse Developed Markets Etf Equity ETFs (VEA)	0.2	$4.0M	+12%	84k	47.68	View chart
Motley Fool Mid Cap Growth Etf Equity ETFs (TMFM)	0.2	$3.7M	+2%	149k	25.17	View chart
Vanguard Mid Cap Etf Equity ETFs (VO)	0.2	$3.5M	+11%	15k	232.23	View chart
Walmart Ordinary Shares (WMT)	0.2	$2.9M	-6%	18k	157.98	View chart
Procter & Gamble Co/the Ordinary Shares (PG)	0.1	$2.8M	-18%	19k	147.08	View chart
Vanguard Shrt Inf Prot Sec Index Etf Equity ETFs (VTIP)	0.1	$2.5M		53k	47.46	View chart
Agree Realty Corp Ordinary Shares (ADC)	0.1	$2.3M	+126%	37k	63.02	View chart
Apple Ordinary Shares (AAPL)	0.1	$2.2M	+3%	11k	188.47	View chart
Texas Instruments Ordinary Shares (TXN)	0.1	$2.1M	-7%	12k	170.06	View chart
Vanguard Ftse Emerging Markets Etf Equity ETFs (VWO)	0.1	$1.9M	+12%	47k	40.84	View chart
W E C Energy Group Ordinary Shares (WEC)	0.1	$1.7M	-7%	20k	84.53	View chart
Kenvue Ordinary Shares (KVUE)	0.1	$1.7M	-7%	77k	21.58	View chart
U S Bancorp Ordinary Shares (USB)	0.1	$1.6M	-4%	38k	43.25	View chart
Vaneck Africa Index Etf Equity ETFs (AFK)	0.1	$1.6M	-2%	117k	13.80	View chart
Johnson & Johnson Ordinary Shares (JNJ)	0.1	$1.5M	-11%	9.8k	157.70	View chart
Coca-cola Co/the Ordinary Shares (KO)	0.1	$1.4M	-7%	24k	59.05	View chart
Crh Public Limited Co F American Depository Receipts	0.1	$1.4M	NEW	20k	68.92	View chart
Vanguard Small Cap Etf Iv Equity ETFs (VB)	0.1	$1.1M	+12%	5.4k	212.93	View chart
Spdr Portfolio Short Term Treasury E Bond ETFs (SPTS)	0.1	$1.1M	-97%	37k	29.05	View chart
Nvidia Corp Ordinary Shares (NVDA)	0.1	$1.0M	+36%	2.1k	494.33	View chart
Vanguard Real Estate Etf Equity ETFs (VNQ)	0.0	$941k	+15%	11k	88.42	View chart
Ishares California Muni Bond Etf Bond ETFs (CMF)	0.0	$609k		11k	57.89	View chart
Tesla Ordinary Shares (TSLA)	0.0	$522k	+9%	2.1k	248.35	View chart
Real Estate Select Sctr Spdr Etf Equity ETFs (XLRE)	0.0	$333k	NEW	8.3k	40.07	View chart
Vanguard S&p 500 Growth Etf Equity ETFs (VOOG)	0.0	$282k	NEW	1.1k	265.70	View chart
Vanguard Mid Cap Growth Etf Equity ETFs (VOT)	0.0	$255k	NEW	1.2k	217.76	View chart
Spdr Fund Consumer Discre Select Etf Equity ETFs (XLY)	0.0	$244k	NEW	1.4k	177.48	View chart
Energy Fuels Inc F Ordinary Shares (UUUU)	0.0	$70k	NEW	10k	6.99	View chart
Voip-pal Ordinary Shares (VPLM)	0.0	$3.9k	NEW	195k	0.02	View chart
Gulfslope Energy Ordinary Shares (GSPE)	0.0	$200.724000		201k	0.00	View chart
Industrial Nanotech Ordinary Shares (INTK)	0.0	$150.000000		500k	0.00	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 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
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

View all past filings

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