Motley Fool Wealth Management

Motley Fool Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Motley Fool Wealth Management

Motley Fool Wealth Management holds 133 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon.com Ordinary Shares (AMZN) 5.3 $103M 469k 218.87
Meta Platforms Inc Class A Ordinary Shares (META) 4.4 $86M 147k 586.41
Alphabet Inc Class C Ordinary Shares (GOOG) 3.9 $75M 396k 190.31
Booking Hldgs Ordinary Shares (BKNG) 3.6 $71M 14k 4929.11
Salesforce Ordinary Shares (CRM) 3.1 $60M 180k 332.07
Invsc Bulletshares 2025 Crp Bnd Etf Bond ETFs (BSCP) 2.8 $54M 2.6M 20.66
Netflix Ordinary Shares (NFLX) 2.6 $51M 58k 878.52
Mercadolibre Ordinary Shares (MELI) 2.5 $48M 28k 1709.29
Mastercard Inc Class A Ordinary Shares (MA) 2.5 $48M 92k 522.72
Equinix Inc Reit Ordinary Shares (EQIX) 2.2 $42M 45k 932.90
Palo Alto Networks Ordinary Shares (PANW) 2.0 $39M 220k 179.38
Invesco Bulltshr 2030 Cor Bnd Etf Bond ETFs (BSCU) 1.8 $34M 2.1M 16.35
Invesco Bulletshs 2032 Corp Bnd Etf Bond ETFs (BSCW) 1.7 $34M 1.7M 20.07
Vanguard S&p 500 Etf Equity ETFs (VOO) 1.5 $30M 55k 537.56
Brown & Brown Ordinary Shares (BRO) 1.5 $28M 278k 102.18
Axon Enterprise Ordinary Shares (AXON) 1.5 $28M 48k 592.22
Invsc Bulletshars 2026 Corp Bnd Etf Bond ETFs (BSCQ) 1.4 $26M 1.4M 19.43
Costar Group Ordinary Shares (CSGP) 1.3 $26M 359k 71.04
Broadridge Finl Solution Ordinary Shares (BR) 1.3 $25M 110k 226.10
Datadog Inc Class A Ordinary Shares (DDOG) 1.3 $25M 173k 142.20
Biomarin Pharmaceutical Ordinary Shares (BMRN) 1.2 $23M 348k 65.37
Berkshire Hathaway Class B Ordinary Shares (BRK.B) 1.1 $22M 48k 451.92
Invesco Bulltshr 2031 Crp Bnd Etf Bond ETFs (BSCV) 1.1 $21M 1.3M 16.02
Danaher Corp Ordinary Shares (DHR) 1.1 $20M 88k 230.90
Dexcom Ordinary Shares (DXCM) 1.0 $20M 260k 77.80
Microsoft Corp Ordinary Shares (MSFT) 1.0 $20M 47k 418.59
Ishares Ibonds Dec 2029 Term Etf Bond ETFs 1.0 $20M 855k 22.77
Autodesk Ordinary Shares (ADSK) 1.0 $19M 65k 293.93
Toast Inc Class A Ordinary Shares (TOST) 0.9 $17M 468k 36.42
Micron Technology Ordinary Shares (MU) 0.9 $17M 195k 86.62
Wisdomtree Japan Smalcp Dividend Etf Equity ETFs (DFJ) 0.9 $17M 221k 74.67
Stonex Group Ordinary Shares (SNEX) 0.8 $16M 165k 98.57
Globus Med Inc Class A Ordinary Shares (GMED) 0.8 $16M 194k 83.50
Brookfield Asset Mgmt Fclass A Ordinary Shares (BAM) 0.8 $16M 297k 53.89
Herc Hldgs Ordinary Shares (HRI) 0.8 $15M 80k 190.86
Markel Group Ordinary Shares (MKL) 0.8 $15M 8.9k 1722.56
Thermo Fisher Scientific Ordinary Shares (TMO) 0.8 $15M 29k 526.16
Alarm Com Hldgs Ordinary Shares (ALRM) 0.8 $15M 247k 60.74
Ishares High Yield Corporat Bond Etf Bond ETFs (SHYG) 0.8 $15M 350k 42.61
Vertex Pharmaceuticals I Ordinary Shares (VRTX) 0.8 $15M 37k 404.04
Invesco Bulletshars 2028corp Bd Etf Bond ETFs (BSCS) 0.7 $14M 717k 20.12
Waters Corp Ordinary Shares (WAT) 0.7 $14M 39k 374.64
Crowdstrike Hldgs Inc Class A Ordinary Shares (CRWD) 0.7 $14M 42k 342.80
Watsco Ordinary Shares (WSO) 0.7 $14M 30k 474.55
Doubleline Commercial Rlest Etf Equity ETFs (DCRE) 0.7 $14M 272k 51.44
Howard Hughes Hldgs Ordinary Shares (HHH) 0.7 $14M 181k 76.99
Doubleline Mortgage Etf Equity ETFs (DMBS) 0.7 $14M 289k 48.00
Ishares Ibond Dec 2031 Trm Crp Etf Bond ETFs (IBDW) 0.7 $14M 679k 20.31
Tyler Technologies Ordinary Shares (TYL) 0.7 $14M 24k 575.34
Invsc Bltshrs 2029 Corp Bnd Etf Bond ETFs (BSCT) 0.7 $14M 746k 18.32
Rxo Ordinary Shares (RXO) 0.7 $14M 569k 23.96
Icon Plc F Ordinary Shares (ICLR) 0.7 $13M 64k 208.35
Q2 HLDGS Ordinary Shares (QTWO) 0.7 $13M 134k 99.16
Healthequity Ordinary Shares (HQY) 0.7 $13M 137k 97.13
Ishares Core Msci Europeetf Equity ETFs (IEUR) 0.7 $13M 243k 53.95
Aon Plc Fclass A Ordinary Shares (AON) 0.7 $13M 35k 359.38
American Tower Corp New Reit Ordinary Shares (AMT) 0.7 $13M 69k 182.03
Bellring Brands Ordinary Shares (BRBR) 0.6 $12M 165k 74.86
Goosehead Ins Inc Class A Ordinary Shares (GSHD) 0.6 $12M 115k 106.92
Paychex Ordinary Shares (PAYX) 0.6 $12M 83k 140.58
Fastenal Ordinary Shares (FAST) 0.5 $10M 144k 72.42
Comcast Corp New Class A Ordinary Shares (CMCSA) 0.5 $10M 277k 37.17
Waste Connections Inc F Ordinary Shares (WCN) 0.5 $10M 59k 172.17
Stag Indl Inc Reit Ordinary Shares (STAG) 0.5 $9.8M 291k 33.76
Vanguard Total Bond Market Etf Bond ETFs (BND) 0.5 $9.8M 137k 71.71
Inari Med Ordinary Shares 0.5 $9.7M 174k 55.55
Nextera Energy Ordinary Shares (NEE) 0.5 $9.7M 137k 70.57
Sba Communications Corp Class A Ordinary Shares (SBAC) 0.5 $9.6M 48k 202.40
Cooper Cos Ordinary Shares (COO) 0.5 $9.6M 105k 91.44
Guidewire Software Ordinary Shares (GWRE) 0.5 $9.5M 56k 169.12
Rentokil Initial Plc Fsponsored Adr 1 Adr Reps 5 Ord American Depository Receipts (RTO) 0.5 $9.1M 365k 25.07
Transunion Ordinary Shares (TRU) 0.5 $9.1M 98k 92.22
Atlassian Corp Class A Ordinary Shares (TEAM) 0.5 $8.9M 37k 243.41
Trex Ordinary Shares (TREX) 0.5 $8.9M 128k 68.93
Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord American Depository Receipts (NVO) 0.4 $8.7M 102k 85.13
Gentex Corp Ordinary Shares (GNTX) 0.4 $8.5M 298k 28.46
Msci Ordinary Shares (MSCI) 0.4 $8.5M 14k 595.40
Qxo Inc Class Equity Ordinary Shares (QXO) 0.4 $8.4M 533k 15.77
Yum China Hldgs Inc F Ordinary Shares (YUMC) 0.4 $8.3M 174k 47.37
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord American Depository Receipts (TSM) 0.4 $8.2M 42k 197.91
United Parcel Svc Inc Class B Ordinary Shares (UPS) 0.4 $8.0M 64k 125.92
Eastman Chem Ordinary Shares (EMN) 0.4 $8.0M 87k 91.38
Morningstar Ordinary Shares (MORN) 0.4 $7.9M 24k 334.58
Gxo Logistics Ordinary Shares (GXO) 0.4 $7.8M 179k 43.47
Costco Whsl Corp Ordinary Shares (COST) 0.4 $7.7M 8.4k 914.68
Hdfc Bk Ltd Fsponsored Adr 1 Adr Reps 3 Ord American Depository Receipts (HDB) 0.4 $7.3M 116k 62.92
Ball Corp Ordinary Shares (BALL) 0.4 $6.9M 126k 54.83
Canadian Natl Ry Co F Ordinary Shares (CNI) 0.4 $6.8M 68k 101.22
Carlisle Cos Ordinary Shares (CSL) 0.3 $6.7M 18k 372.39
Tractor Supply Ordinary Shares (TSCO) 0.3 $6.4M 121k 53.07
Ultragenyx Pharmaceutica Ordinary Shares (RARE) 0.3 $6.4M 154k 41.77
Okta Inc Class A Ordinary Shares (OKTA) 0.3 $6.4M 80k 79.46
Alexandria Real Estate Ereit Ordinary Shares (ARE) 0.3 $6.2M 64k 97.66
Medtronic Plc F Ordinary Shares (MDT) 0.3 $6.2M 77k 80.76
Moderna Ordinary Shares (MRNA) 0.3 $6.2M 155k 39.83
Crocs Ordinary Shares (CROX) 0.3 $6.1M 56k 108.63
Invsc Bulletshares 2027 Crp Bnd Etf Bond ETFs (BSCR) 0.3 $6.0M 308k 19.47
Live Oak Bancshares Inc Class Equity Ordinary Shares (LOB) 0.3 $5.8M 146k 39.47
Vanguard Mid Cap Etf Equity ETFs (VO) 0.3 $4.9M 18k 264.60
Cme Group Inc Class A Ordinary Shares (CME) 0.3 $4.9M 21k 232.08
Vanguard Ftse Developed Markets Etf Equity ETFs (VEA) 0.2 $4.8M 101k 47.70
Ishares 20 Pls Year Treasury Bnd Etf Bond ETFs (TLT) 0.2 $4.0M 47k 85.20
Ishares Core Msci Totl Intl Stck Etf Equity ETFs (IXUS) 0.2 $3.9M 59k 65.99
Apple Ordinary Shares (AAPL) 0.2 $3.8M 16k 237.28
Vanguard Shrt Inf Prot Sec Index Etf Equity ETFs (VTIP) 0.2 $3.0M 63k 48.47
Schlumberger Ltd F Ordinary Shares (SLB) 0.2 $3.0M 77k 38.58
Walmart Ordinary Shares (WMT) 0.2 $3.0M 33k 90.47
Doubleverify Hldgs Ordinary Shares (DV) 0.1 $2.8M 147k 19.20
Vanguard S&p Mid Cap 400etf Equity ETFs (IVOO) 0.1 $2.7M 26k 105.69
Vanguard Ftse Emerging Markets Etf Equity ETFs (VWO) 0.1 $2.7M 62k 43.67
Procter & Gamble Ordinary Shares (PG) 0.1 $2.7M 16k 165.20
Anheuser Busch Inbev S Fsponsored Adr 1 Adr Reps 1 Ord American Depository Receipts (BUD) 0.1 $2.6M 53k 49.42
Wec Energy Group Ordinary Shares (WEC) 0.1 $2.6M 27k 94.32
Ishares Core Dividend Growth Etf Equity ETFs (DGRO) 0.1 $2.1M 35k 61.29
Nvidia Corp Ordinary Shares (NVDA) 0.1 $2.1M 16k 132.49
Texas Instrs Ordinary Shares (TXN) 0.1 $1.9M 9.9k 188.85
Agree Rlty Corp Reit Ordinary Shares (ADC) 0.1 $1.8M 26k 70.42
Vanguard Small Cap Etf Equity ETFs (VB) 0.1 $1.8M 7.4k 240.56
Banco Latinoamericano F Ordinary Shares (BLX) 0.1 $1.6M 43k 37.05
Crh Public Limited Co F American Depository Receipts (CRH) 0.1 $1.6M 17k 92.53
Ishares National Muni Bond Etf Bond ETFs (MUB) 0.1 $1.6M 15k 105.42
Us Bancorp Del Ordinary Shares (USB) 0.1 $1.5M 32k 48.16
Tesla Ordinary Shares (TSLA) 0.1 $1.4M 3.6k 399.73
Kenvue Ordinary Shares (KVUE) 0.1 $1.4M 64k 21.26
The Coca-cola Ordinary Shares (KO) 0.1 $1.3M 20k 62.10
Ishares Core Aggressive Allocati Etf Equity ETFs (AOA) 0.1 $1.2M 16k 76.59
Vanguard Real Estate Etf Equity ETFs (VNQ) 0.1 $1.2M 14k 88.68
Johnson & Johnson Ordinary Shares (JNJ) 0.1 $1.2M 8.0k 144.53
Spdr Ser Tr Portfolio Ordinary Shares (SPTS) 0.1 $1.1M 38k 29.00
Starbucks Corp Ordinary Shares (SBUX) 0.0 $403k 4.4k 91.47
Vaneck Semiconductor Etf Equity ETFs 0.0 $219k 900.00 243.19
Energy Fuels Inc F Ordinary Shares (UUUU) 0.0 $51k 10k 5.13
Voip-pal Ordinary Shares (VPLM) 0.0 $1.6k 195k 0.01