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, Paypal Holdings, Alphabet Inc Class C cs, ALGN, SBUX, and represent 17.92% of Motley Fool Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: Paypal Holdings (+$47.03M), Alphabet Inc Class C cs (+$46.82M), ALGN (+$40.94M), SBUX (+$35.23M), Bscm etf (+$35.19M), Invesco Bulletshares 2019 Corp (+$34.31M), Invesco Bulletshares 2021 Corp (+$34.22M), Invesco Bulletshares 2020 Corp (+$34.16M), Booking Holdings (+$34.06M), CRM (+$30.25M).
- Started 130 new stock positions in Ishares Tr ibnd dec25 etf, CLB, AMGN, Tencent Holdings Ltd - Adr adr, LKFN, Newmark Group Inc, VTR, TSM, KAR, UPS.
- Reduced shares in these 1 stocks: AMZN.
- Motley Fool Wealth Management was a net buyer of stock by $1.25B.
- Motley Fool Wealth Management has $1.31B in assets under management (AUM), growing by 1500221.01%.
Companies in the Motley Fool Wealth Management portfolio as of December 2018 quarter
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| Amazon (AMZN) | 4.97 | 43422 | 1501.98 | |
| Paypal Holdings | 3.58 | 559242 | NEW | 84.09 |
| Alphabet Inc Class C cs | 3.57 | 45209 | NEW | 1035.61 |
| Align Technology (ALGN) | 3.12 | 195465 | NEW | 209.43 |
| Starbucks Corporation (SBUX) | 2.68 | 546979 | NEW | 64.40 |
| Bscm etf | 2.68 | 1.71M | NEW | 20.61 |
| Invesco Bulletshares 2019 Corp | 2.61 | 1.63M | NEW | 21.06 |
| Invesco Bulletshares 2021 Corp | 2.61 | 1.65M | NEW | 20.75 |
| Invesco Bulletshares 2020 Corp | 2.60 | 1.62M | NEW | 21.07 |
| Booking Holdings | 2.59 | 19772 | NEW | 1722.44 |
| salesforce (CRM) | 2.30 | 220878 | NEW | 136.97 |
| stock | 2.30 | 287569 | NEW | 104.85 |
| Ionis Pharmaceuticals | 2.20 | 535087 | NEW | 54.06 |
| Ishares Tr ibnd dec23 etf | 1.97 | 1.07M | NEW | 24.19 |
| Ishares Tr ibnd dec24 etf | 1.96 | 1.08M | NEW | 23.90 |
| Ishares Tr ibnd dec25 etf | 1.95 | 1.08M | NEW | 23.60 |
| MasterCard Incorporated (MA) | 1.67 | 116113 | NEW | 188.65 |
| Netflix (NFLX) | 1.66 | 81192 | NEW | 267.66 |
| MercadoLibre (MELI) | 1.65 | 73941 | NEW | 292.86 |
| IPG Photonics Corporation (IPGP) | 1.62 | 187779 | NEW | 113.29 |
| ResMed (RMD) | 1.61 | 185736 | NEW | 113.87 |
| WisdomTree Japan SmallCap Div Fd (DFJ) | 1.50 | 306545 | NEW | 64.39 |
| WisdomTree Europe SmallCap Div Fd (DFE) | 1.50 | 369360 | NEW | 53.36 |
| Facebook Inc cl a | 1.38 | 138629 | NEW | 131.09 |
| Medtronic | 1.33 | 191261 | NEW | 90.96 |
| Ultimate Software (ULTI) | 1.21 | 64989 | NEW | 244.87 |
| American Tower Reit | 1.16 | 96021 | NEW | 158.19 |
| Broadridge Financial Solutions (BR) | 1.02 | 138943 | NEW | 96.25 |
| Xpo Logistics Inc equity | 0.95 | 218237 | NEW | 57.04 |
| Atlassian Corp Plc cl a | 0.95 | 140838 | NEW | 88.98 |
| Cooper Companies (COO) | 0.93 | 48159 | NEW | 254.49 |
| Ishares Tr ibonds dec2026 | 0.93 | 531259 | NEW | 23.03 |
| Texas Roadhouse (TXRH) | 0.89 | 195632 | NEW | 59.70 |
| Tencent Holdings Ltd - Adr adr | 0.86 | 284757 | NEW | 39.47 |
| Jones Lang LaSalle Incorporated (JLL) | 0.84 | 87291 | NEW | 126.60 |
| Alarm Com Hldgs | 0.83 | 211080 | NEW | 51.87 |
| Watsco, Incorporated (WSO) | 0.81 | 76527 | NEW | 139.14 |
| Fast Retailing Co Ltd - Adr adr | 0.81 | 208349 | NEW | 50.97 |
| Paycom Software | 0.81 | 87154 | NEW | 122.45 |
| Gentex Corporation (GNTX) | 0.80 | 516964 | NEW | 20.21 |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.75 | 121005 | NEW | 80.96 |
| WisdomTree Emerging Mkts Small Cp Div Fd (DGS) | 0.75 | 235533 | NEW | 41.89 |
| iShares MSCI Australia Index Fund (EWA) | 0.75 | 511709 | NEW | 19.25 |
| Apple (AAPL) | 0.73 | 60449 | NEW | 157.74 |
| Grubhub | 0.70 | 118785 | NEW | 76.81 |
| HDFC Bank (HDB) | 0.67 | 85360 | NEW | 103.58 |
| KAR Auction Services (KAR) | 0.67 | 184048 | NEW | 47.72 |
| Lci Industries | 0.65 | 128600 | NEW | 66.80 |
| SPDR S&P; 500 ETF (SPY) | 0.62 | 32800 | NEW | 249.91 |
| Church & Dwight (CHD) | 0.62 | 124302 | NEW | 65.76 |
| Banco Latinoamericano De Comercio Exteri | 0.61 | 461427 | NEW | 17.30 |
| Stag Industrial Inc Com | 0.61 | 323252 | NEW | 24.88 |
| Teladoc | 0.60 | 159665 | NEW | 49.57 |
| Hasbro (HAS) | 0.58 | 93336 | NEW | 81.25 |
| SVB Financial (SIVB) | 0.58 | 40152 | NEW | 189.93 |
| Novo Nordisk A/S (NVO) | 0.57 | 163815 | NEW | 46.07 |
| Proto Labs | 0.57 | 65758 | NEW | 112.79 |
| Paylocity Holding Corporation | 0.55 | 120564 | NEW | 60.21 |
| Sabre | 0.54 | 330294 | NEW | 21.64 |
| Markel Corporation (MKL) | 0.53 | 6641 | NEW | 1037.95 |
| Taiwan Semiconductor Mfg (TSM) | 0.51 | 182975 | NEW | 36.91 |
| Zillow Group Inc Cl C Cap Stk stock | 0.49 | 201702 | NEW | 31.58 |
| NuVasive (NUVA) | 0.48 | 128155 | NEW | 49.56 |
| iShares MSCI South Korea Index Fund (EWY) | 0.48 | 107425 | NEW | 58.86 |
| Softbank Corp-unspon Adr adr | 0.47 | 190028 | NEW | 32.60 |
| Fastenal Company (FAST) | 0.46 | 115819 | NEW | 52.29 |
| McCormick & Company, Incorporated (MKC) | 0.46 | 43484 | NEW | 139.25 |
| Thor Industries (THO) | 0.45 | 114798 | NEW | 52.00 |
| Middleby Corporation (MIDD) | 0.45 | 57352 | NEW | 102.73 |
| Yum China Holdings | 0.45 | 174624 | NEW | 33.53 |
| Varian Medical Systems (VAR) | 0.44 | 51176 | NEW | 113.31 |
| C.H. Robinson Worldwide (CHRW) | 0.43 | 67044 | NEW | 84.09 |
| Bsjj etf | 0.43 | 236531 | NEW | 23.64 |
| Costco Wholesale Corporation (COST) | 0.42 | 27054 | NEW | 203.70 |
| Invesco Bulletshs 2020 Hi Yld Corp Bd Etf | 0.42 | 234831 | NEW | 23.43 |
| Microsoft Corporation (MSFT) | 0.41 | 52607 | NEW | 101.56 |
| Nlight Inc | 0.41 | 302521 | NEW | 17.78 |
| Cognizant Technology Solutions (CTSH) | 0.39 | 79926 | NEW | 63.48 |
| Anheuser-Busch InBev NV (BUD) | 0.39 | 78017 | NEW | 65.81 |
| Berkshire Hathaway (BRK.B) | 0.35 | 22766 | NEW | 204.16 |
| Amgen (AMGN) | 0.35 | 23855 | NEW | 194.68 |
| O'reilly Automotive Inc | 0.35 | 13239 | NEW | 344.36 |
| Lakeland Financial Corporation (LKFN) | 0.33 | 108251 | NEW | 40.16 |
| Schlumberger (SLB) | 0.31 | 111878 | NEW | 36.08 |
| Crown Castle Intl | 0.31 | 36872 | NEW | 108.62 |
| Constellium Holdco B V cl a | 0.30 | 558217 | NEW | 6.99 |
| Newmark Group Inc | 0.30 | 493674 | NEW | 8.02 |
| Vanguard S&p 500 Etf idx fd | 0.29 | 16813 | NEW | 229.82 |
| Corning Incorporated (GLW) | 0.28 | 122357 | NEW | 30.21 |
| ABB (ABB) | 0.28 | 194681 | NEW | 19.01 |
| Compass Minerals International (CMP) | 0.27 | 84863 | NEW | 41.69 |
| Core Laboratories N.V. (CLB) | 0.27 | 58634 | NEW | 59.66 |
| Fanuc Ltd-unpons Adr adr | 0.27 | 232834 | NEW | 15.06 |
| Baidu (BIDU) | 0.26 | 21582 | NEW | 158.60 |
| Zillow Group Inc Cl A stock | 0.24 | 100496 | NEW | 31.43 |
| Ctrip.com International (CTRP) | 0.22 | 109063 | NEW | 27.06 |
| Cerner Corporation (CERN) | 0.20 | 50414 | NEW | 52.45 |
| Vaneck Vectors Etf Tr africa index etf | 0.19 | 129395 | NEW | 19.66 |
| Pebblebrook Hotel Trust (PEB) | 0.17 | 77684 | NEW | 28.31 |
| Illinois Tool Works (ITW) | 0.15 | 16056 | NEW | 126.68 |
| Dominion Resources (D) | 0.14 | 24880 | NEW | 71.46 |
| Vanguard Total Bond Market ETF (BND) | 0.14 | 22871 | NEW | 79.23 |
| Paychex (PAYX) | 0.12 | 23987 | NEW | 65.16 |
| Walt Disney Company (DIS) | 0.11 | 13223 | NEW | 109.66 |
| CME (CME) | 0.10 | 6843 | NEW | 188.08 |
| Ventas (VTR) | 0.09 | 20545 | NEW | 58.60 |
| Vanguard Europe Pacific ETF (VEA) | 0.08 | 29556 | NEW | 37.12 |
| Vanguard Mid-Cap ETF (VO) | 0.08 | 7674 | NEW | 138.13 |
| Wec Energy Group Inc Com stock | 0.08 | 15205 | NEW | 69.25 |
| Wal-Mart Stores (WMT) | 0.07 | 10516 | NEW | 93.19 |
| Johnson & Johnson (JNJ) | 0.07 | 7424 | NEW | 129.04 |
| United Parcel Service (UPS) | 0.07 | 9543 | NEW | 97.56 |
| Procter & Gamble Company (PG) | 0.07 | 9758 | NEW | 91.92 |
| Equinix | 0.07 | 2640 | NEW | 352.65 |
| Coca-Cola Company (KO) | 0.06 | 17998 | NEW | 47.34 |
| Texas Instruments Incorporated (TXN) | 0.06 | 8956 | NEW | 94.46 |
| Vanguard Emerging Markets ETF (VWO) | 0.05 | 18750 | NEW | 38.08 |
| Vanguard Malvern Fds strm infproidx | 0.04 | 10373 | NEW | 47.91 |
| Linde Plc | 0.04 | 3737 | NEW | 156.01 |
| 3M Company (MMM) | 0.03 | 1925 | NEW | 190.65 |
| Vanguard Small-Cap ETF (VB) | 0.03 | 2709 | NEW | 132.15 |
| Tractor Supply Company (TSCO) | 0.02 | 2565 | NEW | 83.43 |
| International Flavors & Fragrances (IFF) | 0.02 | 1599 | NEW | 134.46 |
| Quest Diagnostics Incorporated (DGX) | 0.02 | 2511 | NEW | 83.23 |
| Oge Energy Corp (holding Co) Com Stk | 0.02 | 7929 | NEW | 39.22 |
| Agree Realty Corporation (ADC) | 0.02 | 3871 | NEW | 59.16 |
| Vanguard REIT ETF (VNQ) | 0.02 | 3329 | NEW | 74.50 |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.02 | 2747 | NEW | 83.00 |
| Encompass Health Corp | 0.02 | 4253 | NEW | 61.60 |
| Voip Pal Com Inc Com | 0.00 | 195000 | NEW | 0.08 |
| Platforms Wireless Internati ordinary shares | 0.00 | 33100 | NEW | 0.00 |
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Past 13F-HR SEC Filings by Motley Fool Wealth Management
- Motley Fool Wealth Management 2018 Q3 amended filed Jan. 10, 2019
- Motley Fool Wealth Management 2018 Q3 filed Nov. 6, 2018
- Motley Fool Wealth Management 2018 Q2 filed Aug. 10, 2018
- Motley Fool Wealth Management 2018 Q1 filed May 4, 2018
- Motley Fool Wealth Management 2017 Q4 filed Feb. 14, 2018
- Motley Fool Wealth Management 2017 Q3 filed Nov. 14, 2017
- Motley Fool Wealth Management 2017 Q2 filed Aug. 11, 2017
- Motley Fool Wealth Management 2017 Q1 filed May 11, 2017
- Motley Fool Wealth Management 2016 Q4 filed Feb. 2, 2017
- Motley Fool Wealth Management 2016 Q3 filed Nov. 14, 2016
- Motley Fool Wealth Management 2016 Q2 filed Aug. 12, 2016
- Motley Fool Wealth Management 2016 Q1 filed May 12, 2016
- Motley Fool Wealth Management 2015 Q4 filed Feb. 12, 2016
- Motley Fool Wealth Management 2015 Q3 filed Nov. 13, 2015
- Motley Fool Wealth Management 2015 Q2 filed Aug. 11, 2015
- Motley Fool Wealth Management 2014 Q4 filed Feb. 13, 2015