Motley Fool Wealth Management

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

Tip: Access up to 7 years of quarterly data

Positions held by Motley Fool Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Motley Fool Wealth Management

Companies in the Motley Fool Wealth Management portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon.com Common (AMZN) 5.8 $121M -8% 37k 3259.94
Alphabet Inc-cl C Common (GOOG) 4.4 $92M -20% 33k 2792.97
Splunk Common (SPLK) 3.3 $68M 459k 148.61
Booking Holdings Common (BKNG) 3.2 $67M -3% 29k 2348.41
Mercadolibre Common (MELI) 3.0 $64M -11% 54k 1189.47
Salesforce.com Common (CRM) 3.0 $63M +8% 295k 212.32
Brookfield Asset Manage-cl A Common (BAM) 2.5 $51M +95% 908k 56.57
Mastercard Inc - A Common (MA) 2.3 $48M -2% 134k 357.38
Equinix Reit (EQIX) 2.3 $47M -4% 64k 741.63
Paypal Holdings Common (PYPL) 2.1 $44M -3% 383k 115.65
Palo Alto Networks Common (PANW) 2.1 $44M -3% 71k 622.50
Invesco Bulletshares 2024 Etf (BSCO) 1.9 $40M +25% 1.9M 21.07
Invesco Bulletshares 2025 Etf (BSCP) 1.9 $40M +15% 1.9M 20.91
Zendesk Common (ZEN) 1.7 $36M +22% 296k 120.29

Setup an alert

Motley Fool Wealth Management will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Ishares Mbs Etf Etf (MBB) 1.6 $34M +20% 338k 101.87
Watsco Common (WSO) 1.6 $34M -2% 112k 304.64
Invesco Bulletshares 2023 Etf (BSCN) 1.5 $32M -3% 1.5M 21.10
Brown & Brown Common (BRO) 1.5 $31M 425k 72.27
Invesco Bulletshares 2028 Etf (BSCS) 1.5 $31M -3% 1.4M 21.10
Meta Platforms Inc-class A Common (FB) 1.4 $30M -3% 135k 222.36
American Tower Corp Reit (AMT) 1.4 $28M -9% 113k 251.22
Netflix Common (NFLX) 1.3 $28M -37% 75k 374.59
Biomarin Pharmaceutical Common (BMRN) 1.3 $28M +56% 357k 77.10
Invesco Bulletshares 2026 Etf (BSCQ) 1.3 $28M -3% 1.4M 19.97
Invesco Bulletshares 2027 Etf (BSCR) 1.3 $27M -3% 1.4M 20.21
Icon Common (ICLR) 1.3 $27M -2% 110k 243.22
Howard Hughes Corp/the Common (HHC) 1.3 $26M 253k 103.61
Axon Enterprise Common (AXON) 1.2 $26M 187k 137.73
Broadridge Financial Solutio Common (BR) 1.2 $25M 157k 155.71
Waste Connections Common (WCN) 1.1 $23M +191% 166k 139.70
Alarm.com Holdings Common (ALRM) 1.1 $23M 341k 66.46
Comcast Corp-class A Common (CMCSA) 1.1 $22M 474k 46.82
Ishares Core Msci Europe Etf Etf (IEUR) 1.1 $22M -2% 414k 53.40
Microsoft Corp Common (MSFT) 1.0 $22M -13% 71k 308.31
Resmed Common (RMD) 1.0 $21M 86k 242.51
Wisdomtree Jpn S/c Dvd Fund Etf (DFJ) 1.0 $21M -2% 313k 65.91
Cellnex Telecom Sau-unsp Adr (CLLNY) 1.0 $20M +144% 844k 24.11
Atlassian Corp Plc-class A Common (TEAM) 0.9 $19M -33% 65k 293.83
Invesco Bulletshares 2022 Etf (BSCM) 0.8 $18M -47% 827k 21.26
Costar Group Common (CSGP) 0.8 $17M NEW 251k 66.61
Berkshire Hathaway Inc-cl B Common (BRK.B) 0.8 $16M -2% 46k 352.92
Invesco Bulletshares 2029 Etf (BSCT) 0.8 $16M -2% 831k 19.45
Hdfc Bank Ltd- Adr (HDB) 0.7 $16M 253k 61.33
Fastenal Common (FAST) 0.7 $15M 255k 59.40
Starbucks Corp Common (SBUX) 0.7 $15M 162k 90.97
Taiwan Semiconductor-sp Adr (TSM) 0.7 $15M -2% 141k 104.26
Wisdomtree Eur S/c Dividend Etf (DFE) 0.7 $15M -2% 215k 67.21
Apple Common (AAPL) 0.7 $14M -45% 80k 174.60
Svb Financial Group Common (SIVB) 0.7 $14M 25k 559.46
Markel Corp Common (MKL) 0.6 $13M -2% 8.8k 1475.18
Stag Industrial Reit (STAG) 0.6 $13M 310k 41.35
Paychex Common (PAYX) 0.6 $13M 94k 136.47
Jones Lang Lasalle Common (JLL) 0.6 $13M 53k 239.46
Medtronic Common (MDT) 0.6 $12M 111k 110.95
Cooper Cos Inc/the Common (COO) 0.6 $12M -32% 29k 417.59
Ping Identity Holding Corp Common (PING) 0.6 $12M 440k 27.43
John Bean Technologies Corp Common (JBT) 0.6 $12M 102k 118.47
Novo-nordisk A/s-spons Adr (NVO) 0.6 $12M -37% 108k 111.05
Aon Plc-class A Common (AON) 0.6 $12M NEW 36k 325.64
Costco Wholesale Corp Common (COST) 0.5 $11M -2% 20k 575.82
Vivendi Se-un Adr (VIVHY) 0.5 $11M 876k 12.98
Cognex Corp Common (CGNX) 0.5 $11M +45% 145k 77.15
Tyler Technologies Common (TYL) 0.5 $11M 25k 444.92
Twilio Inc - A Common (TWLO) 0.5 $11M NEW 67k 164.81
Nestle Sa-spons Adr (NSRGY) 0.5 $10M -2% 77k 130.10
Cardlytics Common (CDLX) 0.5 $9.6M 175k 54.98
Paylocity Holding Corp Common (PCTY) 0.4 $9.4M 46k 205.76
Gentex Corp Common (GNTX) 0.4 $9.2M 315k 29.17
Tencent Holdings Ltd-uns Adr (TCEHY) 0.4 $9.0M -36% 194k 46.42
Ishares 0-5 Yr Hy Corp Bond Etf (SHYG) 0.4 $8.8M -50% 200k 43.96
Epam Systems Common (EPAM) 0.4 $8.8M NEW 30k 296.62
Softbank Group Corp-unsp Adr (SFTBY) 0.4 $8.7M 389k 22.31
Xpo Logistics Common (XPO) 0.4 $8.6M 118k 72.80
Healthequity Common (HQY) 0.4 $8.4M 125k 67.44
Gxo Logistics Common (GXO) 0.4 $8.4M 118k 71.34
Penumbra Common (PEN) 0.4 $8.4M 38k 222.14
Heska Corp Common (HSKA) 0.4 $8.3M 60k 138.28
Walt Disney Co/the Common (DIS) 0.4 $8.2M +66% 60k 137.16
Ishares Msci South Korea Etf Etf (EWY) 0.4 $7.8M -2% 110k 71.23
Yum China Holdings Common (YUMC) 0.4 $7.4M 179k 41.54
Avalara Common (AVLR) 0.4 $7.4M 74k 99.51
Paycom Software Common (PAYC) 0.4 $7.4M 21k 346.38
Lci Industries Common (LCII) 0.3 $7.3M 70k 103.81
Upland Software Common (UPLD) 0.3 $7.1M +2% 401k 17.61
Everbridge Common (EVBG) 0.3 $7.0M 160k 43.64
Abb Ltd- Adr (ABB) 0.3 $6.4M -2% 199k 32.34
Thor Industries Common (THO) 0.3 $6.3M 80k 78.70
Signature Bank Common (SBNY) 0.3 $5.8M +8% 20k 293.49
Fast Retailing Co-un Adr (FRCOY) 0.3 $5.4M 105k 51.33
Banco Latinoamericano Come-e Common (BLX) 0.3 $5.4M 345k 15.58
Teladoc Health Common (TDOC) 0.3 $5.3M 73k 72.12
Goosehead Insurance Inc -a Common (GSHD) 0.2 $5.1M NEW 65k 78.58
Anheuser-busch Inbev Spn Adr (BUD) 0.2 $4.8M 80k 60.06
Schlumberger Common (SLB) 0.2 $4.7M 115k 41.31
Nlight Common (LASR) 0.2 $4.6M 266k 17.34
Live Oak Bancshares Common (LOB) 0.2 $4.5M NEW 89k 50.89
Fanuc Corp-unsp Adr (FANUY) 0.2 $4.2M -2% 238k 17.55
Ultragenyx Pharmaceutical In Common (RARE) 0.2 $4.1M 56k 72.61
Ishares National Muni Bond E Etf (MUB) 0.2 $3.9M 35k 109.64
United Parcel Service-cl B Common (UPS) 0.2 $3.8M 18k 214.46
Temenos Ag-sp Adr (TMSNY) 0.2 $3.8M 39k 95.71
Procter & Gamble Co/the Common (PG) 0.2 $3.6M 24k 152.80
Ventas Reit (VTR) 0.2 $3.2M +76% 52k 61.76
Dominion Energy Common (D) 0.1 $3.0M 36k 84.97
Vanguard S&p 500 Etf Etf (VOO) 0.1 $3.0M -11% 7.1k 415.16
Walmart Common (WMT) 0.1 $2.9M +26% 20k 148.91
Cme Group Common (CME) 0.1 $2.9M +20% 12k 237.85
Vaneck Africa Index Etf Etf (AFK) 0.1 $2.8M -2% 132k 21.25
Texas Instruments Common (TXN) 0.1 $2.4M 13k 183.52
Vanguard Short-term Tips Etf (VTIP) 0.1 $2.3M +8% 45k 51.22
Wec Energy Group Common (WEC) 0.1 $2.2M 22k 99.80
Johnson & Johnson Common (JNJ) 0.1 $1.9M 11k 177.20
Vanguard Total Bond Market Etf (BND) 0.1 $1.8M +12% 22k 79.54
Coca-cola Co/the Common (KO) 0.1 $1.6M 26k 61.99
Agree Realty Corp Reit (ADC) 0.1 $1.1M NEW 16k 66.36
Vanguard Ftse Developed Etf Etf (VEA) 0.0 $900k -8% 19k 48.04
Vanguard Mid-cap Etf Etf (VO) 0.0 $778k -11% 3.3k 237.70
Nvidia Corp Common (NVDA) 0.0 $628k -6% 2.3k 273.04
Vanguard Ftse Emerging Marke Etf (VWO) 0.0 $474k -11% 10k 46.15
Tesla Common (TSLA) 0.0 $383k -2% 355.00 1078.87
Motley Fool Global Opp Etf (TMFG) 0.0 $335k NEW 12k 29.11
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.0 $293k -10% 1.1k 275.89
Vanguard Small-cap Etf Etf (VB) 0.0 $272k -8% 1.3k 212.50
Industrial Nanotech Common (INTK) 0.0 $14k 500k 0.03
Voip-pal.com Common (VPLM) 0.0 $3.0k 195k 0.02
Gulfslope Energy Common (GSPE) 0.0 $3.0k 201k 0.01

Past Filings by Motley Fool Wealth Management

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

View all past filings