$482 Million is the total value of Motley Fool Wealth Management, LLC's 147 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 112.8% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SBUX | Buy | Starbucks Corpordinary shares | $17,570,000 | +100.7% | 185,538 | +73.9% | 3.65% | -28.9% |
FB | Buy | Facebook Incordinary shares | $15,837,000 | +69.2% | 192,631 | +60.6% | 3.29% | -40.0% |
LNKD | Buy | LinkedIn Corpordinary shares | $14,557,000 | +95.0% | 58,261 | +79.3% | 3.02% | -30.9% |
AAPL | Buy | Apple Incordinary shares | $13,145,000 | +126.9% | 105,640 | +101.3% | 2.73% | -19.6% |
WFM | Buy | Whole Foods Market Incordinary shares | $10,828,000 | +113.1% | 207,905 | +106.3% | 2.25% | -24.5% |
BIDU | Buy | Baidu Incamerican depository receipts | $10,379,000 | +121.3% | 49,804 | +142.2% | 2.16% | -21.5% |
BSCM | New | Guggenheim BulletShares 2022 Corporate Bond ETFexchange-traded fund | $10,098,000 | – | 475,446 | +100.0% | 2.10% | – |
BSCL | New | Guggenheim BulletShares 2021 Corporate Bond ETFexchange-traded fund | $9,797,000 | – | 460,177 | +100.0% | 2.03% | – |
BSCK | New | Guggenheim BulletShares 2020 Corporate Bond ETFexchange-traded fund | $9,710,000 | – | 451,610 | +100.0% | 2.02% | – |
BSCI | New | Guggenheim BulletShares 2018 Corporate Bond ETFexchange-traded fund | $9,676,000 | – | 453,741 | +100.0% | 2.01% | – |
MIDD | Buy | Middleby Corpordinary shares | $9,672,000 | +81.3% | 94,222 | +75.0% | 2.01% | -35.7% |
BSCJ | New | Guggenheim BulletShares 2019 Corporate Bond ETFexchange-traded fund | $9,660,000 | – | 453,818 | +100.0% | 2.00% | – |
BSCH | New | Guggenheim Bulletshares 2017 Corporate Bond ETFexchange-traded fund | $9,647,000 | – | 422,568 | +100.0% | 2.00% | – |
BSCG | New | Guggenheim Bulletshares 2016 Corporate Bond ETFexchange-traded fund | $9,647,000 | – | 433,966 | +100.0% | 2.00% | – |
MA | Buy | MasterCard Incordinary shares | $9,278,000 | +34.9% | 107,394 | +34.6% | 1.93% | -52.2% |
PCLN | Buy | Priceline Group Incordinary shares | $8,484,000 | +123.8% | 7,288 | +119.2% | 1.76% | -20.7% |
AMZN | Buy | Amazon.com Incordinary shares | $8,360,000 | +188.3% | 22,466 | +140.4% | 1.74% | +2.2% |
IPGP | Buy | IPG Photonics Corpordinary shares | $8,276,000 | +206.2% | 89,278 | +147.4% | 1.72% | +8.5% |
UAA | Buy | Under Armour Incordinary shares | $7,614,000 | +145.0% | 94,294 | +106.0% | 1.58% | -13.1% |
PRLB | Buy | Proto Labs Incordinary shares | $7,274,000 | +139.4% | 103,919 | +129.7% | 1.51% | -15.1% |
GOOG | Buy | Google Incordinary shares | $6,835,000 | +62.4% | 12,472 | +56.0% | 1.42% | -42.4% |
AMT | Buy | American Tower Corpordinary shares | $6,209,000 | +54.0% | 65,952 | +61.7% | 1.29% | -45.4% |
MKL | Buy | Markel Corpordinary shares | $5,785,000 | +56.4% | 7,523 | +38.9% | 1.20% | -44.6% |
INVN | Buy | InvenSense Incordinary shares | $5,426,000 | +120.8% | 356,749 | +136.1% | 1.13% | -21.8% |
GHDX | Buy | Genomic Health Incordinary shares | $5,325,000 | +129.0% | 174,289 | +139.6% | 1.10% | -18.9% |
CTSH | Buy | Cognizant Technology Solutions Corpordinary shares | $5,084,000 | +69.4% | 81,484 | +42.9% | 1.06% | -40.0% |
CMG | Buy | Chipotle Mexican Grill Incordinary shares | $5,065,000 | +78.5% | 7,786 | +87.8% | 1.05% | -36.7% |
TSLA | Buy | Tesla Motors Incordinary shares | $5,046,000 | +213.4% | 26,732 | +269.2% | 1.05% | +11.1% |
TWTR | Buy | Twitter Incordinary shares | $5,009,000 | +297.5% | 100,011 | +184.7% | 1.04% | +40.9% |
TRIP | Buy | TripAdvisor Incordinary shares | $4,631,000 | +237.5% | 55,685 | +203.0% | 0.96% | +19.7% |
YELP | Buy | Yelp Incordinary shares | $4,366,000 | +449.2% | 92,217 | +534.9% | 0.91% | +94.4% |
MDT | Buy | Medtronic PLCordinary shares | $4,175,000 | +107.4% | 53,534 | +92.0% | 0.87% | -26.5% |
SWGAY | Buy | Swatch Group SAamerican depository receipts | $4,108,000 | +133.4% | 195,270 | +145.4% | 0.85% | -17.3% |
BR | Buy | Broadridge Financial Solutions Incordinary shares | $4,023,000 | +48.1% | 73,124 | +24.3% | 0.84% | -47.5% |
PRXL | Buy | PAREXEL International Corpordinary shares | $3,980,000 | +54.4% | 57,694 | +24.4% | 0.83% | -45.3% |
GNTX | Buy | Gentex Corpordinary shares | $3,934,000 | +26.7% | 214,969 | +150.2% | 0.82% | -55.1% |
ESRX | Buy | Express Scripts Holding Coordinary shares | $3,934,000 | +108.0% | 45,335 | +102.9% | 0.82% | -26.2% |
CMI | Buy | Cummins Incordinary shares | $3,854,000 | +169.1% | 27,796 | +179.9% | 0.80% | -4.6% |
ORLY | Buy | O'Reilly Automotive Incordinary shares | $3,758,000 | +39.5% | 17,380 | +24.3% | 0.78% | -50.6% |
NFLX | Buy | Netflix Incordinary shares | $3,735,000 | +151.9% | 8,963 | +106.5% | 0.78% | -10.7% |
ISIS | Buy | Isis Pharmaceuticals Incordinary shares | $3,672,000 | +204.0% | 57,667 | +194.9% | 0.76% | +7.8% |
CFX | New | Colfax Corpordinary shares | $3,663,000 | – | 76,741 | +100.0% | 0.76% | – |
ORCL | Buy | Oracle Corpordinary shares | $3,647,000 | +20.7% | 84,521 | +25.8% | 0.76% | -57.2% |
EWZS | New | iShares MSCI Brazil Small-Cap ETFexchange-traded fund | $3,426,000 | – | 314,555 | +100.0% | 0.71% | – |
AFSI | Buy | AmTrust Financial Services Incordinary shares | $3,388,000 | +25.6% | 59,451 | +24.0% | 0.70% | -55.5% |
DW | Buy | Drew Industries Incordinary shares | $3,288,000 | +260.9% | 53,429 | +199.5% | 0.68% | +27.9% |
BLX | Buy | Banco Latinoamericano de Comercio Exterior SAordinary shares | $3,275,000 | +309.4% | 99,869 | +275.8% | 0.68% | +45.0% |
WFC | Buy | Wells Fargo & Coordinary shares | $3,234,000 | +27.8% | 59,448 | +28.8% | 0.67% | -54.7% |
DIS | Buy | Walt Disney Coordinary shares | $3,184,000 | +235.5% | 30,359 | +201.2% | 0.66% | +18.9% |
AIG | Buy | American International Group Incordinary shares | $3,031,000 | +24.8% | 55,314 | +27.6% | 0.63% | -55.8% |
INFN | Buy | Infinera Corpordinary shares | $2,943,000 | +223.1% | 149,616 | +141.7% | 0.61% | +14.4% |
COST | Buy | Costco Wholesale Corpordinary shares | $2,874,000 | +50.1% | 18,973 | +40.4% | 0.60% | -46.7% |
MELI | Buy | MercadoLibre Incordinary shares | $2,849,000 | +179.9% | 23,250 | +191.5% | 0.59% | -0.8% |
ULTI | Buy | Ultimate Software Group Incordinary shares | $2,781,000 | +229.9% | 16,362 | +184.9% | 0.58% | +16.8% |
SCTY | Buy | SolarCity Corpordinary shares | $2,764,000 | +187.0% | 53,898 | +199.2% | 0.57% | +1.8% |
TRUE | New | TrueCar Incordinary shares | $2,754,000 | – | 154,297 | +100.0% | 0.57% | – |
PZZA | Buy | Papa John's International Incordinary shares | $2,732,000 | +37.8% | 44,197 | +24.4% | 0.57% | -51.2% |
BSJI | New | Guggenheim Invest BulletShares 2018 HY Corp Bd ETFexchange-traded fund | $2,695,000 | – | 103,869 | +100.0% | 0.56% | – |
BSJH | New | Guggenheim Invest BulletShares 2017 HY Corp Bd ETFexchange-traded fund | $2,669,000 | – | 101,003 | +100.0% | 0.55% | – |
BSJG | New | Guggenheim Invest BulletShares 2016 HY Corp Bd ETFexchange-traded fund | $2,661,000 | – | 101,000 | +100.0% | 0.55% | – |
CNI | Buy | Canadian National Railway Coordinary shares | $2,657,000 | +200.2% | 39,731 | +209.2% | 0.55% | +6.6% |
NOV | Buy | National Oilwell Varco Incordinary shares | $2,628,000 | +53.3% | 52,562 | +100.9% | 0.55% | -45.6% |
AMTD | Buy | TD Ameritrade Holding Corpordinary shares | $2,619,000 | +29.7% | 70,282 | +24.5% | 0.54% | -54.0% |
ALGN | Buy | Align Technology Incordinary shares | $2,567,000 | +176.0% | 47,734 | +187.0% | 0.53% | -2.2% |
L | Buy | Loews Corpordinary shares | $2,517,000 | +201.1% | 61,657 | +209.8% | 0.52% | +6.7% |
EIDO | New | iShares MSCI Indonesia ETFexchange-traded fund | $2,517,000 | – | 90,696 | +100.0% | 0.52% | – |
TUP | Buy | Tupperware Brands Corpordinary shares | $2,430,000 | +38.5% | 35,208 | +26.4% | 0.50% | -51.0% |
HDB | New | HDFC Bank Ltdamerican depository receipts | $2,281,000 | – | 38,736 | +100.0% | 0.47% | – |
AFK | New | Market Vectors Africa Index ETFexchange-traded fund | $2,279,000 | – | 91,136 | +100.0% | 0.47% | – |
BWLD | Buy | Buffalo Wild Wings Incordinary shares | $2,150,000 | +42.7% | 11,860 | +42.0% | 0.45% | -49.5% |
NTUS | Buy | Natus Medical Incordinary shares | $1,996,000 | +222.5% | 50,563 | +194.6% | 0.41% | +14.0% |
QCOM | Buy | Qualcomm Incordinary shares | $1,925,000 | +189.9% | 27,762 | +211.0% | 0.40% | +2.8% |
KO | Buy | The Coca Cola Cocall | $1,845,000 | +6.6% | 45,500 | +11.0% | 0.38% | -62.2% |
NSRGY | New | Nestle SAamerican depository receipts | $1,838,000 | – | 24,433 | +100.0% | 0.38% | – |
DGS | Buy | WisdomTree Emerging Markets SmallCap Dividend Fundexchange-traded fund | $1,782,000 | +28.6% | 40,298 | +25.5% | 0.37% | -54.4% |
BRFS | New | BRF SAamerican depository receipts | $1,760,000 | – | 88,985 | +100.0% | 0.36% | – |
INTC | Buy | Intel Corpordinary shares | $1,733,000 | +18.9% | 55,411 | +37.9% | 0.36% | -57.8% |
COO | New | Cooper Companies Incordinary shares | $1,722,000 | – | 9,186 | +100.0% | 0.36% | – |
VMI | Buy | Valmont Industries Incordinary shares | $1,705,000 | +19.7% | 13,876 | +23.7% | 0.35% | -57.6% |
THO | New | Thor Industries Incordinary shares | $1,705,000 | – | 26,970 | +100.0% | 0.35% | – |
TCEHY | New | Tencent Holdings Ltdamerican depository receipts | $1,683,000 | – | 88,739 | +100.0% | 0.35% | – |
TXRH | New | Texas Roadhouse Incordinary shares | $1,678,000 | – | 46,053 | +100.0% | 0.35% | – |
CSTM | New | Constellium NVordinary shares | $1,622,000 | – | 79,803 | +100.0% | 0.34% | – |
KS | New | KapStone Paper and Packaging Corpordinary shares | $1,596,000 | – | 48,591 | +100.0% | 0.33% | – |
SBRCY | New | Sberbank Rossii OAOamerican depository receipts | $1,594,000 | – | 364,764 | +100.0% | 0.33% | – |
IPHS | New | Innophos Holdings Incordinary shares | $1,589,000 | – | 28,201 | +100.0% | 0.33% | – |
ZINCQ | New | Horsehead Holding Corpordinary shares | $1,585,000 | – | 125,233 | +100.0% | 0.33% | – |
TSCO | New | Tractor Supply Coordinary shares | $1,587,000 | – | 18,653 | +100.0% | 0.33% | – |
PRAA | Buy | Pra Group Incordinary shares | $1,564,000 | +34.6% | 28,795 | +43.6% | 0.32% | -52.2% |
CACB | New | CASCADE BANCORPordinary shares | $1,512,000 | – | 315,004 | +100.0% | 0.31% | – |
TRS | New | TriMas Corpordinary shares | $1,496,000 | – | 48,591 | +100.0% | 0.31% | – |
RDY | New | DR.REDDY'S LABORATORIES LTDamerican depository receipts | $1,470,000 | – | 25,743 | +100.0% | 0.30% | – |
DVN | Buy | Devon Energy Corpordinary shares | $1,466,000 | +36.2% | 24,311 | +38.3% | 0.30% | -51.7% |
BAM | New | Brookfield Asset Management Incordinary shares | $1,459,000 | – | 27,224 | +100.0% | 0.30% | – |
TSM | New | Taiwan Semiconductor Manufacturing Co Ltdamerican depository receipts | $1,439,000 | – | 61,297 | +100.0% | 0.30% | – |
TUR | New | iShares MSCI Turkey ETFexchange-traded fund | $1,412,000 | – | 30,423 | +100.0% | 0.29% | – |
STO | New | Statoil ASAamerican depository receipts | $1,410,000 | – | 80,158 | +100.0% | 0.29% | – |
HLDCY | New | Henderson Land Development Co Ltdamerican depository receipts | $1,403,000 | – | 200,136 | +100.0% | 0.29% | – |
WYNN | New | Wynn Resorts Ltdordinary shares | $1,394,000 | – | 11,073 | +100.0% | 0.29% | – |
BAP | New | Credicorp Ltdordinary shares | $1,394,000 | – | 9,913 | +100.0% | 0.29% | – |
POT | Buy | Potash Corporation of Saskatchewan Incordinary shares | $1,371,000 | +18.2% | 42,503 | +29.4% | 0.28% | -58.0% |
NKE | Buy | Nike Incordinary shares | $1,342,000 | +49.8% | 13,378 | +43.6% | 0.28% | -46.9% |
THD | New | iShares MSCI Thailand Capped ETFexchange-traded fund | $1,310,000 | – | 16,507 | +100.0% | 0.27% | – |
ATVI | Buy | Activision Blizzard Incordinary shares | $1,310,000 | +65.0% | 57,665 | +46.4% | 0.27% | -41.5% |
AMWD | New | American Woodmark Corpordinary shares | $1,299,000 | – | 23,730 | +100.0% | 0.27% | – |
QUNR | New | Qunar Cayman Islands Ltdamerican depository receipts | $1,297,000 | – | 31,431 | +100.0% | 0.27% | – |
CTRX | New | Catamaran Corpordinary shares | $1,282,000 | – | 21,530 | +100.0% | 0.27% | – |
FRCOY | New | Fast Retailing Co Ltdamerican depository receipts | $1,276,000 | – | 32,874 | +100.0% | 0.26% | – |
CRRTQ | New | Carbo Ceramics Incordinary shares | $1,260,000 | – | 41,292 | +100.0% | 0.26% | – |
GLPI | New | Gaming and Leisure Properties Incordinary shares | $1,189,000 | – | 32,256 | +100.0% | 0.25% | – |
CIEN | New | Ciena Corpordinary shares | $1,167,000 | – | 60,426 | +100.0% | 0.24% | – |
XPO | New | XPO Logistics Incordinary shares | $1,139,000 | – | 25,052 | +100.0% | 0.24% | – |
KAR | New | KAR Auction Services Incordinary shares | $1,068,000 | – | 28,148 | +100.0% | 0.22% | – |
DATE | New | Jiayuan.com International Ltdamerican depository receipts | $1,059,000 | – | 208,470 | +100.0% | 0.22% | – |
RIOM | New | Rio Alto Mining Ltdordinary shares | $1,056,000 | – | 403,226 | +100.0% | 0.22% | – |
LVLT | New | Level 3 Communications Incordinary shares | $1,049,000 | – | 19,475 | +100.0% | 0.22% | – |
XOOM | New | Xoom Corpordinary shares | $1,046,000 | – | 71,171 | +100.0% | 0.22% | – |
ACETQ | New | Aceto Corpordinary shares | $1,045,000 | – | 47,487 | +100.0% | 0.22% | – |
TPH | New | Tri Pointe Homes Incordinary shares | $1,019,000 | – | 66,033 | +100.0% | 0.21% | – |
PWE | New | Penn West Petroleum Ltdordinary shares | $1,017,000 | – | 616,356 | +100.0% | 0.21% | – |
HOG | New | Harley-Davidson Incordinary shares | $1,011,000 | – | 16,649 | +100.0% | 0.21% | – |
GEOS | New | Geospace Technologies Corporationordinary shares | $1,012,000 | – | 61,274 | +100.0% | 0.21% | – |
HCC | New | HCC Insurance Holdings Incordinary shares | $1,006,000 | – | 17,748 | +100.0% | 0.21% | – |
CAB | New | Cabela's Incordinary shares | $1,001,000 | – | 17,879 | +100.0% | 0.21% | – |
EPAC | New | Actuant Corpordinary shares | $998,000 | – | 42,034 | +100.0% | 0.21% | – |
MYGN | New | Myriad Genetics Incordinary shares | $996,000 | – | 28,148 | +100.0% | 0.21% | – |
OAK | New | Oaktree Capital Group LLCunit | $998,000 | – | 19,317 | +100.0% | 0.21% | – |
WSM | New | Williams-Sonoma Incordinary shares | $984,000 | – | 12,345 | +100.0% | 0.20% | – |
STAG | Buy | STAG Industrial Increal estate trust | $958,000 | +62.9% | 40,712 | +69.6% | 0.20% | -42.2% |
New | American International Group Inc.call | $948,000 | – | 17,300 | +100.0% | 0.20% | – | |
VAR | New | Varian Medical Systems Incordinary shares | $933,000 | – | 9,920 | +100.0% | 0.19% | – |
ROIC | Buy | Retail Opportunity Investments Corpreal estate trust | $931,000 | +50.4% | 50,892 | +38.0% | 0.19% | -46.8% |
CHRW | New | C.H. Robinson Worldwide Incordinary shares | $903,000 | – | 12,331 | +100.0% | 0.19% | – |
NLY | New | Annaly Capital Management Incordinary shares | $900,000 | – | 86,529 | +100.0% | 0.19% | – |
MSM | Buy | MSC Industrial Direct Co Incordinary shares | $849,000 | +26.7% | 11,761 | +42.7% | 0.18% | -55.1% |
SBAC | New | SBA Communications Corpordinary shares | $848,000 | – | 7,239 | +100.0% | 0.18% | – |
MSFT | Buy | Microsoft Corpordinary shares | $819,000 | +41.5% | 20,133 | +61.5% | 0.17% | -49.9% |
EKTAY | New | Elekta publ ABamerican depository receipts | $805,000 | – | 90,357 | +100.0% | 0.17% | – |
AZO | New | Autozone Incordinary shares | $772,000 | – | 1,132 | +100.0% | 0.16% | – |
XOM | New | Exxon Mobil Corpordinary shares | $487,000 | – | 5,729 | +100.0% | 0.10% | – |
ISRG | New | Intuitive Surgical Incordinary shares | $288,000 | – | 570 | +100.0% | 0.06% | – |
SPY | New | SPDR S&P 500 ETF Trustexchange-traded fund | $272,000 | – | 1,318 | +100.0% | 0.06% | – |
VZ | New | Verizon Communications Incordinary shares | $218,000 | – | 4,490 | +100.0% | 0.04% | – |
FGPRQ | New | Ferrellgas Partners LPunit | $219,000 | – | 9,000 | +100.0% | 0.04% | – |
VNQ | New | Vanguard REIT Index Fundexchange-traded fund | $212,000 | – | 2,509 | +100.0% | 0.04% | – |
VUG | New | Vanguard Growth Index Fundexchange-traded fund | $213,000 | – | 2,037 | +100.0% | 0.04% | – |
TYL | New | Tyler Technologies Incordinary shares | $205,000 | – | 1,700 | +100.0% | 0.04% | – |
ADVR | Exit | Advanced Viral Research Corpordinary shares | $0 | – | -10,000 | -100.0% | 0.00% | – |
T102PS | Exit | Silicon Image Incordinary shares | $0 | – | -20,000 | -100.0% | -0.06% | – |
GOOGL | Exit | Google Incordinary shares | $0 | – | -980 | -100.0% | -0.30% | – |
SSYS | Exit | STRATASYS LTDordinary shares | $0 | – | -8,872 | -100.0% | -0.43% | – |
BRKB | Exit | Berkshire Hathaway Incordinary shares | $0 | – | -5,751 | -100.0% | -0.51% | – |
LL | Exit | Lumber Liquidators Holdings Incordinary shares | $0 | – | -13,719 | -100.0% | -0.53% | – |
CELG | Exit | Celgene Corpordinary shares | $0 | – | -8,235 | -100.0% | -0.54% | – |
Exit | American International Group, Inc.call | $0 | – | -16,600 | -100.0% | -0.54% | – | |
P | Exit | Pandora Media Incordinary shares | $0 | – | -68,851 | -100.0% | -0.72% | – |
KO | Exit | The Coca Cola Companyput | $0 | – | -40,800 | -100.0% | -1.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-15
About Motley Fool Wealth Management, LLC
Motley Fool Wealth Management, LLC is a registered investment advisor that provides investment management services to individuals and institutions. The company was founded in 2013 and is headquartered in Alexandria, Virginia. The firm is a subsidiary of The Motley Fool, a multimedia financial-services company that provides investment advice, stock research, and analysis.
The company's investment philosophy is based on the principles of value investing, which involves buying stocks that are undervalued by the market and holding them for the long term. The firm's investment team is led by Chief Investment Officer Bryan Hinmon, who has over 20 years of experience in the financial industry.
Motley Fool Wealth Management offers a range of investment strategies, including its flagship Foolish 8 strategy, which invests in eight stocks that meet specific criteria based on financial metrics and qualitative factors. The firm also offers a small-cap strategy, an international strategy, and a socially responsible strategy.
The company's management team includes CEO Ron Gross, who has been with The Motley Fool since 1995, and COO Robert Brokamp, who is also a certified financial planner and has been with the company since 1999.
Overall, Motley Fool Wealth Management is a reputable investment advisor that offers a range of investment strategies based on sound investment principles. However, investors should always do their own research and consult with a financial advisor before making any investment decisions.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
AMAZON.COM INC | 36 | Q3 2023 | 7.2% |
META PLATFORMS INC-CLASS A | 36 | Q3 2023 | 5.5% |
MERCADOLIBRE INC | 36 | Q3 2023 | 6.2% |
STARBUCKS CORP | 36 | Q3 2023 | 5.1% |
MASTERCARD INC CLASS A | 36 | Q3 2023 | 4.0% |
NETFLIX INC | 36 | Q3 2023 | 3.4% |
AMERN TOWER CORP REIT | 36 | Q3 2023 | 2.4% |
BROADRIDGE FINL SOLU | 36 | Q3 2023 | 1.6% |
GENTEX CORP | 36 | Q3 2023 | 1.8% |
MARKEL GROUP INC | 36 | Q3 2023 | 2.2% |
View Motley Fool Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-02 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-09 |
13F-HR | 2023-05-10 |
13F-HR | 2023-02-09 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-11 |
13F-HR | 2022-05-04 |
13F-HR | 2022-02-10 |
13F-HR | 2021-11-12 |
View Motley Fool Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.