Motley Fool Wealth Management

Motley Fool Wealth Management as of March 31, 2025

Portfolio Holdings for Motley Fool Wealth Management

Motley Fool Wealth Management holds 125 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon.com Ordinary Shares (AMZN) 4.6 $78M 410k 190.26
Meta Platforms Inc Class A Ordinary Shares (META) 4.4 $74M 129k 576.36
Booking Hldgs Ordinary Shares (BKNG) 3.4 $58M 13k 4607.24
Alphabet Inc Class C Ordinary Shares (GOOG) 3.2 $54M 348k 156.23
Mercadolibre Ordinary Shares (MELI) 2.9 $48M 25k 1950.93
Netflix Ordinary Shares (NFLX) 2.8 $47M 51k 932.54
Mastercard Inc Class A Ordinary Shares (MA) 2.6 $45M 81k 548.12
Invsc Bulletshares 2025 Crp Bnd Etf Bond ETFs (BSCP) 2.5 $43M 2.1M 20.68
Salesforce Ordinary Shares (CRM) 2.5 $42M 158k 268.36
Invesco Bulletshars 2028corp Bd Etf Bond ETFs (BSCS) 1.9 $33M 1.6M 20.35
Palo Alto Networks Ordinary Shares (PANW) 1.9 $32M 189k 170.64
Equinix Inc Reit Ordinary Shares (EQIX) 1.9 $32M 40k 815.36
Invesco Bulltshr 2030 Cor Bnd Etf Bond ETFs (BSCU) 1.9 $32M 1.9M 16.59
Invesco Bulletshs 2032 Corp Bnd Etf Bond ETFs (BSCW) 1.9 $32M 1.6M 20.37
Brown & Brown Ordinary Shares (BRO) 1.9 $32M 253k 124.40
Ishares High Yield Corporat Bond Etf Bond ETFs (SHYG) 1.6 $27M 640k 42.52
Costar Group Ordinary Shares (CSGP) 1.5 $26M 331k 79.23
Biomarin Pharmaceutical Ordinary Shares (BMRN) 1.5 $25M 349k 70.69
Broadridge Finl Solution Ordinary Shares (BR) 1.4 $24M 98k 242.46
Berkshire Hathaway Class B Ordinary Shares (BRK.B) 1.3 $23M 43k 532.59
Axon Enterprise Ordinary Shares (AXON) 1.2 $20M 38k 525.96
Invesco Bulltshr 2031 Crp Bnd Etf Bond ETFs (BSCV) 1.2 $20M 1.2M 16.31
Ishares Ibonds Dec 2029 Term Etf Bond ETFs (IBDU) 1.1 $19M 814k 23.13
Stonex Group Ordinary Shares (SNEX) 1.0 $17M 228k 76.38
Dexcom Ordinary Shares (DXCM) 1.0 $17M 251k 68.29
Micron Technology Ordinary Shares (MU) 1.0 $17M 192k 86.89
Danaher Corp Ordinary Shares (DHR) 1.0 $17M 81k 205.00
Vertex Pharmaceuticals I Ordinary Shares (VRTX) 0.9 $16M 33k 484.82
Microsoft Corp Ordinary Shares (MSFT) 0.9 $16M 42k 375.39
Wisdomtree Japan Smalcp Dividend Etf Equity ETFs (DFJ) 0.9 $15M 195k 79.27
Vanguard S&p 500 Etf Equity ETFs (VOO) 0.9 $15M 30k 513.93
Autodesk Ordinary Shares (ADSK) 0.9 $15M 57k 261.80
Datadog Inc Class A Ordinary Shares (DDOG) 0.9 $15M 151k 99.21
Markel Group Ordinary Shares (MKL) 0.9 $15M 8.0k 1869.81
Toast Inc Class A Ordinary Shares (TOST) 0.8 $14M 432k 33.17
American Tower Corp New Reit Ordinary Shares (AMT) 0.8 $14M 66k 217.60
Ishares Ibond Dec 2031 Trm Crp Etf Bond ETFs (IBDW) 0.8 $13M 647k 20.75
Thermo Fisher Scientific Ordinary Shares (TMO) 0.8 $13M 27k 497.61
Invsc Bltshrs 2029 Corp Bnd Etf Bond ETFs (BSCT) 0.8 $13M 709k 18.53
Watsco Ordinary Shares (WSO) 0.8 $13M 26k 508.31
Doubleline Mortgage Etf Equity ETFs (DMBS) 0.8 $13M 267k 49.05
Doubleline Commercial Rlest Etf Equity ETFs (DCRE) 0.8 $13M 251k 51.87
Waters Corp Ordinary Shares (WAT) 0.8 $13M 35k 368.58
Ishares Core Msci Europeetf Equity ETFs (IEUR) 0.8 $13M 214k 60.15
Howard Hughes Hldgs Ordinary Shares (HHH) 0.8 $13M 173k 74.08
Tyler Technologies Ordinary Shares (TYL) 0.7 $13M 22k 581.40
Brookfield Asset Mgmt Fclass A Ordinary Shares (BAM) 0.7 $13M 261k 48.45
Alarm Com Hldgs Ordinary Shares (ALRM) 0.7 $13M 227k 55.65
Goosehead Ins Inc Class A Ordinary Shares (GSHD) 0.7 $12M 105k 118.06
Aon Plc Fclass A Ordinary Shares (AON) 0.7 $12M 31k 399.09
Paychex Ordinary Shares (PAYX) 0.7 $12M 76k 154.28
Bellring Brands Ordinary Shares (BRBR) 0.7 $11M 152k 74.46
Healthequity Ordinary Shares (HQY) 0.7 $11M 126k 88.37
Crocs Ordinary Shares (CROX) 0.6 $11M 102k 106.20
Icon Plc F Ordinary Shares (ICLR) 0.6 $10M 59k 174.99
Waste Connections Inc F Ordinary Shares (WCN) 0.6 $10M 52k 195.19
Fastenal Ordinary Shares (FAST) 0.6 $10M 129k 77.55
Herc Hldgs Ordinary Shares (HRI) 0.6 $10M 74k 134.27
Rxo Ordinary Shares (RXO) 0.6 $9.9M 518k 19.10
Q2 HLDGS Ordinary Shares (QTWO) 0.6 $9.8M 123k 80.01
Sba Communications Corp Class A Ordinary Shares (SBAC) 0.6 $9.8M 45k 220.01
Stag Indl Inc Reit Ordinary Shares (STAG) 0.6 $9.7M 270k 36.12
Guidewire Software Ordinary Shares (GWRE) 0.6 $9.7M 52k 187.36
Fabrinet Ordinary Shares (FN) 0.6 $9.5M 48k 197.51
Alphatec Hldgs Ordinary Shares (ATEC) 0.5 $9.1M 895k 10.14
Nextera Energy Ordinary Shares (NEE) 0.5 $9.0M 127k 70.89
Comcast Corp New Class A Ordinary Shares (CMCSA) 0.5 $8.9M 241k 36.90
Vanguard Total Bond Market Etf Bond ETFs (BND) 0.5 $8.8M 120k 73.45
Rentokil Initial Plc Fsponsored Adr 1 Adr Reps 5 Ord American Depository Receipts (RTO) 0.5 $8.7M 381k 22.90
Globus Med Inc Class A Ordinary Shares (GMED) 0.5 $8.6M 118k 73.20
Cooper Cos Ordinary Shares (COO) 0.5 $8.1M 96k 84.35
Invsc Bulletshars 2026 Corp Bnd Etf Bond ETFs (BSCQ) 0.5 $8.1M 414k 19.48
Yum China Hldgs Inc F Ordinary Shares (YUMC) 0.5 $8.0M 154k 52.06
Okta Inc Class A Ordinary Shares (OKTA) 0.5 $7.8M 74k 105.22
Transunion Ordinary Shares (TRU) 0.4 $7.5M 91k 82.99
West Pharmaceutical Svsc Ordinary Shares (WST) 0.4 $7.4M 33k 223.89
Msci Ordinary Shares (MSCI) 0.4 $7.4M 13k 565.54
Eastman Chem Ordinary Shares (EMN) 0.4 $7.1M 80k 88.11
Live Oak Bancshares Inc Class Equity Ordinary Shares (LOB) 0.4 $7.0M 264k 26.66
United Parcel Svc Inc Class B Ordinary Shares (UPS) 0.4 $7.0M 64k 109.99
Costco Whsl Corp Ordinary Shares (COST) 0.4 $6.9M 7.3k 945.89
Trex Ordinary Shares (TREX) 0.4 $6.9M 118k 58.10
Qxo Inc Class Equity Ordinary Shares (QXO) 0.4 $6.8M 500k 13.54
Hdfc Bk Ltd Fsponsored Adr 1 Adr Reps 3 Ord American Depository Receipts (HDB) 0.4 $6.7M 102k 66.44
Gxo Logistics Ordinary Shares (GXO) 0.4 $6.6M 169k 39.08
Morningstar Ordinary Shares (MORN) 0.4 $6.5M 22k 299.88
Atlassian Corp Class A Ordinary Shares (TEAM) 0.4 $6.4M 30k 212.21
Gentex Corp Ordinary Shares (GNTX) 0.4 $6.4M 275k 23.30
Ball Corp Ordinary Shares (BALL) 0.4 $6.2M 120k 52.07
Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord American Depository Receipts (NVO) 0.4 $6.2M 90k 69.44
Medtronic Plc F Ordinary Shares (MDT) 0.4 $6.2M 69k 89.86
Canadian Natl Ry Co F Ordinary Shares (CNI) 0.4 $6.2M 64k 97.46
Tractor Supply Ordinary Shares (TSCO) 0.4 $6.1M 111k 55.10
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord American Depository Receipts (TSM) 0.4 $6.0M 36k 166.00
Alexandria Real Estate Ereit Ordinary Shares (ARE) 0.3 $5.8M 63k 92.51
Carlisle Cos Ordinary Shares (CSL) 0.3 $5.8M 17k 340.50
Ultragenyx Pharmaceutica Ordinary Shares (RARE) 0.3 $5.4M 150k 36.21
Invsc Bulletshares 2027 Crp Bnd Etf Bond ETFs (BSCR) 0.3 $5.4M 276k 19.59
Cme Group Inc Class A Ordinary Shares (CME) 0.3 $5.0M 19k 265.30
Vanguard Ftse Developed Markets Etf Equity ETFs (VEA) 0.3 $4.4M 87k 50.83
Vanguard Mid Cap Etf Equity ETFs (VO) 0.2 $4.0M 16k 258.63
Apple Ordinary Shares (AAPL) 0.2 $3.9M 18k 222.13
Vanguard Shrt Inf Prot Sec Index Etf Equity ETFs (VTIP) 0.2 $3.0M 61k 49.90
Anheuser Busch Inbev S Fsponsored Adr 1 Adr Reps 1 Ord American Depository Receipts (BUD) 0.2 $3.0M 49k 61.56
Schlumberger Ltd F Ordinary Shares (SLB) 0.2 $3.0M 71k 41.80
Wec Energy Group Ordinary Shares (WEC) 0.2 $2.7M 25k 108.98
Walmart Ordinary Shares (WMT) 0.2 $2.5M 29k 87.79
Procter & Gamble Ordinary Shares (PG) 0.1 $2.4M 14k 170.42
Vanguard Ftse Emerging Markets Etf Equity ETFs (VWO) 0.1 $2.3M 52k 45.26
Doubleverify Hldgs Ordinary Shares (DV) 0.1 $2.0M 147k 13.37
Agree Rlty Corp Reit Ordinary Shares (ADC) 0.1 $1.8M 23k 77.19
Nvidia Corp Ordinary Shares (NVDA) 0.1 $1.7M 16k 108.38
Texas Instrs Ordinary Shares (TXN) 0.1 $1.6M 8.9k 179.71
Ishares National Muni Bond Etf Bond ETFs (MUB) 0.1 $1.6M 15k 105.45
Banco Latinoamericano F Ordinary Shares (BLX) 0.1 $1.5M 42k 36.60
Vanguard Small Cap Etf Equity ETFs (VB) 0.1 $1.4M 6.5k 221.78
Kenvue Ordinary Shares (KVUE) 0.1 $1.4M 58k 23.98
Crh Public Limited Co F American Depository Receipts (CRH) 0.1 $1.3M 15k 87.97
The Coca-cola Ordinary Shares (KO) 0.1 $1.3M 18k 71.62
Johnson & Johnson Ordinary Shares (JNJ) 0.1 $1.3M 7.6k 165.85
Us Bancorp Del Ordinary Shares (USB) 0.1 $1.2M 28k 42.22
Vanguard Real Estate Etf Equity ETFs (VNQ) 0.1 $1.0M 12k 90.55
Tesla Ordinary Shares (TSLA) 0.1 $930k 3.6k 259.16
Energy Fuels Inc F Ordinary Shares (UUUU) 0.0 $37k 10k 3.73
Voip-pal Ordinary Shares (VPLM) 0.0 $2.1k 195k 0.01