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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, META, GOOG, PANW, CRM, and represent 20.14% of Motley Fool Wealth Management's stock portfolio.
Added to shares of these 10 stocks: MRNA (+$21M), ADSK (+$20M), VRTX (+$18M), DHR (+$15M), TOST (+$12M), SBA Communications Corporation (+$11M), GMED (+$10M), TMO (+$9.6M), CSGP (+$8.4M), Cooper Companies (+$8.1M).
Started 11 new stock positions in GMED, TOST, MRNA, RMD, DCRE, VRTX, SBA Communications Corporation, GWRE, ADSK, DMBS. DV.
Reduced shares in these 10 stocks: stock (-$56M), PYPL (-$29M), PANW (-$22M), MBB (-$13M), COST (-$8.6M), LCII (-$8.5M), NVO (-$8.1M), BLX (-$8.0M), PCTY (-$7.2M), TMFG (-$7.0M).
Sold out of its positions in CGNX, GSPE, INTK, EWY, MBB, LCII, PAYC, PCTY, PYPL, TMFM. TMFG, SPTS, XLRE, stock, AFK, VOOG, VOT.
Motley Fool Wealth Management was a net seller of stock by $-81M.
Motley Fool Wealth Management has $1.9B in assets under management (AUM), dropping by 1.50%.
Central Index Key (CIK): 0001607978

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Portfolio Holdings for Motley Fool Wealth Management

Motley Fool Wealth Management holds 123 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Amazon Ordinary Shares (AMZN)	5.6	$109M	-2%	602k	180.38	View chart
Facebook Ordinary Shares (META)	4.5	$87M	-2%	179k	485.58	View chart
Alphabet Inc Cap Stk Ordinary Shares (GOOG)	3.5	$68M	-2%	447k	152.26	View chart
Palo Alto Networks Ordinary Shares (PANW)	3.3	$65M	-24%	227k	284.13	View chart
Salesforce Ordinary Shares (CRM)	3.2	$62M	-2%	206k	301.18	View chart
Booking Holdings Ordinary Shares (BKNG)	3.0	$58M	-2%	16k	3628.06	View chart
Invesco Exch Trd Slf Idx Fd Bulshs 2025 Bond ETFs (BSCP)	2.7	$52M	+4%	2.5M	20.43	View chart
Mercadolibre Ordinary Shares (MELI)	2.7	$52M	-3%	34k	1512.01	View chart
Mastercard Ordinary Shares (MA)	2.5	$49M	-2%	102k	481.57	View chart
Equinix Ordinary Shares (EQIX)	2.3	$45M	-2%	54k	825.33	View chart
Biomarin Pharmaceutical Ordinary Shares (BMRN)	2.1	$40M	-2%	459k	87.34	View chart
Netflix Ordinary Shares (NFLX)	2.0	$40M	-2%	65k	607.33	View chart
Invesco Exch Trd Slf Idx Fd Bulshs 2024 Bond ETFs (BSCO)	2.0	$39M	+3%	1.8M	20.97	View chart
Icon Ordinary Shares	1.8	$35M		105k	335.95	View chart
Costar Group Ordinary Shares (CSGP)	1.6	$30M	+38%	315k	96.60	View chart
Axon Enterprise Ordinary Shares (AXON)	1.5	$30M	-13%	94k	312.88	View chart
Brown & Brown Ordinary Shares (BRO)	1.5	$30M	-12%	337k	87.54	View chart
Invesco Exch Trd Slf Idx Fd Bulshs 2026 Bond ETFs (BSCQ)	1.5	$29M	+3%	1.5M	19.21	View chart
Ishares Tr Ibonds Dec24 Bond ETFs (IBDP)	1.3	$26M	+2%	1.0M	25.05	View chart
Danaher Corp Del Ordinary Shares (DHR)	1.3	$26M	+128%	104k	249.72	View chart
Broadridge Finl Solutions In Ordinary Shares (BR)	1.2	$24M	-2%	115k	204.86	View chart
Invesco Exch Trd Slf Idx Fd Invsco Blsh Bond ETFs (BSCS)	1.1	$22M	+4%	1.1M	20.07	View chart
Wisdomtree Tr Jp Smallcp Equity ETFs (DFJ)	1.1	$22M		280k	77.30	View chart
Moderna Ordinary Shares (MRNA)	1.1	$21M	NEW	200k	106.56	View chart
Thermo Fisher Scientific Ordinary Shares (TMO)	1.1	$21M	+82%	36k	581.21	View chart
Microsoft Corp Ordinary Shares (MSFT)	1.1	$21M		49k	420.72	View chart
Watsco Ordinary Shares (WSO)	1.1	$20M		47k	431.97	View chart
Berkshire Hathaway Inc Del Ordinary Shares (BRK.B)	1.0	$20M		48k	420.52	View chart
Autodesk Ordinary Shares (ADSK)	1.0	$20M	NEW	77k	260.42	View chart
Alarm Com Hldgs Ordinary Shares (ALRM)	1.0	$19M		267k	72.47	View chart
American Tower Corp Ordinary Shares (AMT)	0.9	$18M		92k	197.59	View chart
Ishares Tr Core Msci Equity ETFs (IEUR)	0.9	$18M		306k	57.85	View chart
Vertex Pharmaceuticals Ordinary Shares (VRTX)	0.9	$18M	NEW	42k	418.01	View chart
Taiwan Semiconductor Mfg American Depository Receipts (TSM)	0.9	$17M		126k	136.05	View chart
Brookfield Corp Ordinary Shares (BN)	0.9	$17M		406k	41.87	View chart
Novo-nordisk A S American Depository Receipts (NVO)	0.9	$17M	-32%	129k	128.40	View chart
Comcast Corp Ordinary Shares (CMCSA)	0.8	$16M		378k	43.35	View chart
Vanguard Index Fds S&p 500 Etf Equity ETFs (VOO)	0.8	$16M		33k	480.70	View chart
Aon Ordinary Shares	0.8	$15M		44k	333.72	View chart
Invesco Exch Trd Slf Idx Fd Bulet Bond ETFs (BSCT)	0.8	$15M	+4%	798k	18.30	View chart
Howard Hughes Holdings Ordinary Shares (HHH)	0.8	$15M		200k	72.62	View chart
Ishares Tr 0-5yr Hi Yl Bond ETFs (SHYG)	0.7	$15M	-23%	340k	42.55	View chart
Invesco Exch Trd Slf Idx Fd Bulshs 2027 Bond ETFs (BSCR)	0.7	$14M	-32%	744k	19.29	View chart
Datadog Inc Cl A Ordinary Shares (DDOG)	0.7	$14M	-3%	116k	123.60	View chart
Invesco Exch Trd Slf Idx Fd Invsco 30 Bond ETFs (BSCU)	0.7	$14M	+5%	865k	16.39	View chart
Invesco Exch Trd Slf Idx Fd Buletshs 2031 Bond ETFs (BSCV)	0.7	$14M	+5%	877k	16.12	View chart
Waters Corp Ordinary Shares (WAT)	0.7	$14M		41k	344.23	View chart
Invesco Exchng Trad Slf Inde Bullet Bond ETFs (BSCW)	0.7	$14M	+5%	692k	20.25	View chart
Rentokil Initial American Depository Receipts (RTO)	0.7	$14M	+5%	463k	30.15	View chart
Markel Corp Ordinary Shares (MKL)	0.7	$14M	-33%	8.9k	1521.49	View chart
Rxo Inc Common Ordinary Shares (RXO)	0.7	$13M		605k	21.87	View chart
Waste Connections Ordinary Shares (WCN)	0.7	$13M		74k	172.01	View chart
Canadian Natl Ry Ordinary Shares (CNI)	0.6	$12M		91k	131.71	View chart
Starbucks Corp Ordinary Shares (SBUX)	0.6	$12M		130k	91.39	View chart
Toast Ordinary Shares (TOST)	0.6	$12M	NEW	472k	24.92	View chart
Fastenal Ordinary Shares (FAST)	0.6	$12M		152k	77.14	View chart
Stonex Group Ordinary Shares (SNEX)	0.6	$12M		166k	70.26	View chart
Stag Indl Ordinary Shares (STAG)	0.6	$11M		296k	38.44	View chart
Healthequity Ordinary Shares (HQY)	0.6	$11M		138k	81.63	View chart
Gentex Corp Ordinary Shares (GNTX)	0.6	$11M		302k	36.12	View chart
Cooper Cos Ordinary Shares	0.6	$11M	+297%	106k	101.46	View chart
Paychex Ordinary Shares (PAYX)	0.6	$11M		88k	122.80	View chart
Okta Ordinary Shares (OKTA)	0.5	$11M		101k	104.62	View chart
Sba Communications Corp Ordinary Shares	0.5	$11M	NEW	49k	216.70	View chart
Globus Med Ordinary Shares (GMED)	0.5	$10M	NEW	192k	53.64	View chart
John Bean Technologies Corp Ordinary Shares (JBT)	0.5	$10M		97k	104.89	View chart
Tyler Technologies Ordinary Shares (TYL)	0.5	$10M		24k	425.02	View chart
Gxo Logistics Incorporated Common Ordinary Shares (GXO)	0.5	$10M		185k	53.76	View chart
Atlassian Corporation Ordinary Shares (TEAM)	0.5	$9.4M		48k	195.11	View chart
Alexandria Real Estate Eq In Ordinary Shares (ARE)	0.5	$9.4M	+3%	73k	128.91	View chart
Tractor Supply Ordinary Shares (TSCO)	0.5	$9.3M		36k	261.72	View chart
Nextera Energy Ordinary Shares (NEE)	0.5	$9.1M		143k	63.91	View chart
Eastman Chemical Ordinary Shares (EMN)	0.5	$8.9M	+34%	88k	100.22	View chart
Shockwave Med Ordinary Shares (SWAV)	0.5	$8.8M		27k	325.63	View chart
Medtronic Ordinary Shares	0.4	$8.7M		99k	87.15	View chart
Msci Ordinary Shares (MSCI)	0.4	$8.3M		15k	560.46	View chart
Hdfc Bank American Depository Receipts (HDB)	0.4	$8.2M		146k	55.97	View chart
Ultragenyx Pharmaceutical In Ordinary Shares (RARE)	0.4	$7.7M		164k	46.69	View chart
Vanguard Bd Index Fd Inc Total Bnd Bond ETFs (BND)	0.4	$7.5M	+15%	104k	72.63	View chart
Callaway Golf Ordinary Shares (MODG)	0.4	$7.4M		459k	16.17	View chart
Morningstar Ordinary Shares (MORN)	0.4	$7.3M		24k	308.38	View chart
Q2 HLDGS Ordinary Shares (QTWO)	0.4	$7.1M	-40%	135k	52.56	View chart
Trex Ordinary Shares (TREX)	0.4	$7.1M	-31%	71k	99.75	View chart
Goosehead Ins Ordinary Shares (GSHD)	0.4	$7.0M	+7%	105k	66.62	View chart
Inari Med Ordinary Shares (NARI)	0.4	$6.9M	+9%	144k	47.98	View chart
Guidewire Software Ordinary Shares (GWRE)	0.3	$6.6M	NEW	56k	116.71	View chart
Yum China Hldgs Ordinary Shares (YUMC)	0.3	$6.3M		160k	39.79	View chart
Costco Whsl Corp Ordinary Shares (COST)	0.3	$6.2M	-57%	8.5k	732.61	View chart
United Parcel Service Ordinary Shares (UPS)	0.3	$6.2M	+2%	42k	148.63	View chart
Live Oak Bancshares Ordinary Shares (LOB)	0.3	$6.1M	-3%	147k	41.51	View chart
Twilio Ordinary Shares (TWLO)	0.3	$6.1M		99k	61.15	View chart
Doubleverify Hldgs Ordinary Shares (DV)	0.3	$5.8M	NEW	165k	35.16	View chart
Schlumberger Ordinary Shares (SLB)	0.3	$5.6M		102k	54.81	View chart
Cme Group Ordinary Shares (CME)	0.3	$5.5M	-2%	26k	215.29	View chart
Vanguard Tax-managed Intl Fd Ftse Dev Mkt Equity ETFs (VEA)	0.2	$4.6M	+9%	92k	50.17	View chart
Anheuser Busch Inbev Sa American Depository Receipts (BUD)	0.2	$4.3M		71k	60.78	View chart
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Ordinary Shares (BAM)	0.2	$4.3M		101k	42.02	View chart
Vanguard Index Fds Mid Cap Equity ETFs (VO)	0.2	$4.1M	+8%	16k	249.86	View chart
Wal-mart Stores Ordinary Shares (WMT)	0.2	$3.3M	+201%	55k	60.17	View chart
Procter And Gamble Ordinary Shares (PG)	0.2	$3.1M		19k	162.25	View chart
Vanguard Malvern Fds Strm Equity ETFs (VTIP)	0.1	$2.7M	+8%	57k	47.89	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Equity ETFs (VWO)	0.1	$2.3M	+18%	55k	41.77	View chart
Texas Instrs Ordinary Shares (TXN)	0.1	$2.1M		12k	174.22	View chart
Agree Realty Corp Ordinary Shares (ADC)	0.1	$2.1M		37k	57.12	View chart
Apple Ordinary Shares (AAPL)	0.1	$1.9M	-2%	11k	171.48	View chart
CRH American Depository Receipts	0.1	$1.8M		21k	86.26	View chart
Us Bancorp Del Ordinary Shares (USB)	0.1	$1.7M		38k	44.70	View chart
Nvidia Corp Ordinary Shares (NVDA)	0.1	$1.7M	-12%	1.8k	903.79	View chart
Kenvue Ordinary Shares (KVUE)	0.1	$1.7M		77k	21.46	View chart
Wec Energy Group Ordinary Shares (WEC)	0.1	$1.7M		20k	82.12	View chart
Johnson & Johnson Ordinary Shares (JNJ)	0.1	$1.6M	+4%	10k	158.20	View chart
Doubleline Trust Commercial Real Equity ETFs (DCRE)	0.1	$1.6M	NEW	30k	51.25	View chart
Doubleline Etf Trust Mortgage Equity ETFs (DMBS)	0.1	$1.6M	NEW	32k	48.69	View chart
Coca Cola Ordinary Shares (KO)	0.1	$1.5M		24k	61.18	View chart
Vanguard Index Fds Small Cp Equity ETFs (VB)	0.1	$1.4M	+13%	6.1k	228.61	View chart
Banco Latinoamericano F Ordinary Shares (BLX)	0.1	$1.2M	-86%	41k	29.62	View chart
Vanguard Index Fds Reit Equity ETFs (VNQ)	0.1	$1.0M	+11%	12k	86.49	View chart
Ishares California Muni Bond Etf Bond ETFs (CMF)	0.0	$605k		11k	57.54	View chart
Tesla Mtrs Ordinary Shares (TSLA)	0.0	$341k	-7%	1.9k	175.79	View chart
Resmed Ordinary Shares (RMD)	0.0	$216k	NEW	1.1k	198.21	View chart
Spdr Fund Consumer Discre Select Etf Equity ETFs (XLY)	0.0	$210k	-16%	1.1k	183.90	View chart
Energy Fuels Inc F Ordinary Shares (UUUU)	0.0	$63k		10k	6.29	View chart
Voip-pal Ordinary Shares (VPLM)	0.0	$3.0k		195k	0.02	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 2024 Q1 filed May 8, 2024
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

View all past filings

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