$849 Million is the total value of Motley Fool Wealth Management, LLC's 145 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was 16.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SBUX | Buy | Starbucks Corpordinary shares | $35,668,000 | +1.3% | 597,450 | +1.9% | 4.20% | +0.4% |
| FB | Buy | Facebook Incordinary shares | $32,619,000 | +11.2% | 285,877 | +2.0% | 3.84% | +10.2% |
| BSCM | Buy | Guggenheim BulletShares 2022 Corporate Bond ETFexchange-traded fund | $23,511,000 | +7.1% | 1,116,780 | +3.2% | 2.77% | +6.2% |
| AMZN | Buy | Amazon.com Incordinary shares | $22,877,000 | -10.0% | 38,537 | +2.5% | 2.69% | -10.8% |
| BSCL | Buy | Guggenheim BulletShares 2021 Corporate Bond ETFexchange-traded fund | $22,779,000 | +6.2% | 1,079,051 | +3.2% | 2.68% | +5.3% |
| BSCK | Buy | Guggenheim BulletShares 2020 Corporate Bond ETFexchange-traded fund | $22,700,000 | +5.7% | 1,060,733 | +3.2% | 2.67% | +4.9% |
| BSCJ | Buy | Guggenheim BulletShares 2019 Corporate Bond ETFexchange-traded fund | $22,620,000 | +5.0% | 1,065,965 | +3.2% | 2.66% | +4.1% |
| BSCI | Buy | Guggenheim BulletShares 2018 Corporate Bond ETFexchange-traded fund | $22,508,000 | +3.7% | 1,065,738 | +3.2% | 2.65% | +2.8% |
| BSCH | Buy | Guggenheim Bulletshares 2017 Corporate Bond ETFexchange-traded fund | $22,443,000 | +3.8% | 991,315 | +3.2% | 2.64% | +2.9% |
| TRIP | Buy | TripAdvisor Incordinary shares | $21,853,000 | +56.0% | 328,611 | +99.9% | 2.57% | +54.6% |
| BSCG | Buy | Guggenheim Bulletshares 2016 Corporate Bond ETFexchange-traded fund | $21,381,000 | +3.1% | 969,641 | +3.2% | 2.52% | +2.2% |
| LNKD | Buy | LinkedIn Corpordinary shares | $18,979,000 | -16.5% | 165,972 | +64.3% | 2.24% | -17.2% |
| GOOG | Buy | Alphabet Incordinary shares | $18,192,000 | -0.1% | 24,420 | +1.8% | 2.14% | -1.0% |
| AAPL | Buy | Apple Incordinary shares | $17,295,000 | +6.2% | 158,687 | +2.5% | 2.04% | +5.3% |
| PCLN | Buy | Priceline Group Incordinary shares | $16,722,000 | +1.8% | 12,973 | +0.7% | 1.97% | +0.9% |
| MIDD | Buy | Middleby Corpordinary shares | $16,229,000 | +1.5% | 152,004 | +2.5% | 1.91% | +0.6% |
| IPGP | Buy | IPG Photonics Corpordinary shares | $15,474,000 | +11.9% | 161,053 | +3.8% | 1.82% | +10.9% |
| BIDU | Sell | Baidu Incamerican depository receipts | $13,976,000 | +0.9% | 73,221 | -0.0% | 1.65% | +0.1% |
| UAA | Buy | Under Armour Incordinary shares | $13,812,000 | +8.0% | 162,815 | +2.6% | 1.63% | +7.0% |
| MA | Buy | MasterCard Incordinary shares | $13,389,000 | -1.1% | 141,684 | +1.9% | 1.58% | -1.9% |
| AMT | Buy | American Tower Corpordinary shares | $12,096,000 | +6.9% | 118,157 | +1.2% | 1.42% | +6.0% |
| DFE | Buy | WisdomTree Europe SmallCap Dividend Fundexchange-traded fund | $11,143,000 | +12.1% | 195,389 | +10.1% | 1.31% | +11.2% |
| DFJ | Buy | WisdomTree Japan Smallcap Dividend Fundexchange-traded fund | $10,920,000 | +7.2% | 198,296 | +10.1% | 1.29% | +6.4% |
| PNRA | Buy | Panera Bread Coordinary shares | $10,680,000 | +8.1% | 52,140 | +2.8% | 1.26% | +7.2% |
| TSLA | Buy | Tesla Motors Incordinary shares | $10,488,000 | -2.4% | 45,644 | +1.9% | 1.24% | -3.2% |
| ALGN | Buy | Align Technology Incordinary shares | $10,151,000 | +14.0% | 139,646 | +3.2% | 1.20% | +12.9% |
| ULTI | Buy | Ultimate Software Group Incordinary shares | $9,130,000 | +17.4% | 47,182 | +18.7% | 1.08% | +16.5% |
| GNTX | Buy | Gentex Corpordinary shares | $7,855,000 | +1.8% | 500,655 | +3.9% | 0.92% | +1.0% |
| PYPL | Buy | PayPal Holdings Incordinary shares | $7,690,000 | +10.5% | 199,224 | +3.6% | 0.90% | +9.4% |
| CTSH | Buy | Cognizant Technology Solutions Corpordinary shares | $7,267,000 | +7.2% | 115,900 | +2.7% | 0.86% | +6.3% |
| BLX | Buy | Banco Latinoamericano de Comercio Exterior SAordinary shares | $6,997,000 | -2.5% | 288,913 | +4.4% | 0.82% | -3.3% |
| MDT | Buy | Medtronic PLCordinary shares | $6,938,000 | +2.1% | 92,513 | +4.8% | 0.82% | +1.2% |
| BR | Buy | Broadridge Financial Solutions Incordinary shares | $6,813,000 | +11.3% | 114,870 | +0.8% | 0.80% | +10.3% |
| CMI | Buy | Cummins Incordinary shares | $6,795,000 | +29.5% | 61,803 | +3.7% | 0.80% | +28.4% |
| IONS | Buy | Ionis Pharmaceuticals Incordinary shares | $6,744,000 | -1.2% | 166,513 | +51.1% | 0.79% | -2.0% |
| MKL | Buy | Markel Corpordinary shares | $6,500,000 | +4.4% | 7,290 | +3.5% | 0.76% | +3.5% |
| BSJG | Buy | Guggenheim BulletShares 2016 High Yld Corp Bd ETFexchange-traded fund | $6,089,000 | +2.9% | 235,835 | +3.1% | 0.72% | +2.0% |
| BSJH | Buy | Guggenheim BulletShares 2017 High Yld Corp Bd ETFexchange-traded fund | $6,012,000 | +5.3% | 235,853 | +3.1% | 0.71% | +4.4% |
| ORLY | Sell | O'Reilly Automotive Incordinary shares | $5,991,000 | +6.8% | 21,891 | -1.1% | 0.70% | +5.9% |
| AUSE | Buy | WisdomTree Australia Dividend Fundexchange-traded fund | $5,971,000 | +18.2% | 124,601 | +10.0% | 0.70% | +17.2% |
| BSJI | Buy | Guggenheim BulletShares 2018 High Yld Corp Bd ETFexchange-traded fund | $5,797,000 | +5.1% | 240,253 | +3.1% | 0.68% | +4.3% |
| CFX | Buy | Colfax Corpordinary shares | $5,796,000 | +29.0% | 202,741 | +5.4% | 0.68% | +27.7% |
| DGS | Sell | WisdomTree Emerging Markets SmallCap Dividend Fundexchange-traded fund | $5,529,000 | -13.9% | 146,359 | -20.1% | 0.65% | -14.7% |
| ORCL | Sell | Oracle Corpordinary shares | $5,456,000 | +11.4% | 133,374 | -0.5% | 0.64% | +10.3% |
| DIS | Buy | Walt Disney Coordinary shares | $5,360,000 | -1.7% | 53,968 | +4.0% | 0.63% | -2.6% |
| Z | Buy | Zillow Group Incordinary shares | $5,349,000 | +3.9% | 225,400 | +2.8% | 0.63% | +3.1% |
| TXRH | Buy | Texas Roadhouse Incordinary shares | $5,327,000 | +34.6% | 122,233 | +10.5% | 0.63% | +33.4% |
| ESRX | Buy | Express Scripts Holding Coordinary shares | $5,238,000 | -18.4% | 76,260 | +3.8% | 0.62% | -19.1% |
| MELI | Buy | MercadoLibre Incordinary shares | $5,160,000 | +5.9% | 43,784 | +2.7% | 0.61% | +5.0% |
| DW | Buy | Drew Industries Incordinary shares | $5,129,000 | +15.9% | 79,562 | +9.5% | 0.60% | +14.8% |
| SWGAY | Buy | Swatch Group SAamerican depository receipts | $5,134,000 | +4.7% | 299,007 | +5.6% | 0.60% | +3.8% |
| FAST | Buy | Fastenal Coordinary shares | $5,106,000 | +21.9% | 104,198 | +1.6% | 0.60% | +20.9% |
| NSRGY | Buy | Nestle SAamerican depository receipts | $4,844,000 | +10.2% | 64,918 | +10.0% | 0.57% | +9.2% |
| AMWD | Buy | American Woodmark Corpordinary shares | $4,668,000 | +2.0% | 62,583 | +9.3% | 0.55% | +1.1% |
| THO | Buy | Thor Industries Incordinary shares | $4,578,000 | +25.2% | 71,787 | +10.3% | 0.54% | +24.2% |
| PRXL | Sell | PAREXEL International Corpordinary shares | $4,570,000 | -9.1% | 72,849 | -1.3% | 0.54% | -9.9% |
| WFC | Buy | Wells Fargo & Coordinary shares | $4,399,000 | -8.8% | 90,967 | +2.6% | 0.52% | -9.4% |
| TSM | Buy | Taiwan Semiconductor Manufacturing Co Ltdamerican depository receipts | $4,322,000 | +26.9% | 164,955 | +10.1% | 0.51% | +25.7% |
| KAR | Buy | KAR Auction Services Incordinary shares | $4,316,000 | +13.7% | 113,160 | +10.4% | 0.51% | +12.6% |
| PZZA | Buy | Papa John's International Incordinary shares | $4,158,000 | -1.5% | 76,736 | +1.6% | 0.49% | -2.2% |
| CAB | Buy | Cabela's Incordinary shares | $4,097,000 | +14.6% | 84,136 | +10.0% | 0.48% | +13.4% |
| STAG | Buy | STAG Industrial Increal estate trust | $4,018,000 | +22.4% | 197,367 | +10.9% | 0.47% | +21.3% |
| TWTR | Buy | Twitter Incordinary shares | $3,849,000 | -26.1% | 232,595 | +3.3% | 0.45% | -26.8% |
| COST | Buy | Costco Wholesale Corpordinary shares | $3,811,000 | +1.2% | 24,183 | +3.8% | 0.45% | +0.4% |
| BAM | Buy | Brookfield Asset Management Incordinary shares | $3,783,000 | +21.7% | 108,738 | +10.3% | 0.44% | +20.6% |
| SCTY | Buy | SolarCity Corpordinary shares | $3,740,000 | -50.2% | 152,144 | +3.3% | 0.44% | -50.7% |
| COO | Buy | Cooper Companies Incordinary shares | $3,625,000 | +25.5% | 23,542 | +9.3% | 0.43% | +24.5% |
| ROIC | Buy | Retail Opportunity Investments Corpreal estate trust | $3,581,000 | +23.0% | 177,988 | +9.4% | 0.42% | +22.0% |
| SBRCY | Sell | Sberbank Rossii PAOamerican depository receipts | $3,522,000 | +3.2% | 507,494 | -13.9% | 0.42% | +2.5% |
| EWY | Buy | Ishares Msci Koreaexchange-traded fund | $3,529,000 | +16.7% | 66,807 | +9.7% | 0.42% | +15.6% |
| INFN | Buy | Infinera Corpordinary shares | $3,491,000 | -2.7% | 217,391 | +9.7% | 0.41% | -3.5% |
| CLB | Buy | Core Laboratories NVordinary shares | $3,334,000 | +13.3% | 29,659 | +9.6% | 0.39% | +12.6% |
| AFSI | Buy | AmTrust Financial Services Incordinary shares | $3,312,000 | -15.8% | 127,957 | +100.4% | 0.39% | -16.5% |
| XPO | Buy | XPO Logistics Incordinary shares | $3,303,000 | +24.0% | 107,603 | +10.1% | 0.39% | +23.1% |
| HDB | Buy | HDFC Bank Ltdamerican depository receipts | $3,289,000 | +10.1% | 53,366 | +10.0% | 0.39% | +9.0% |
| PRLB | Buy | Proto Labs Incordinary shares | $3,251,000 | +33.9% | 42,174 | +10.6% | 0.38% | +33.0% |
| CHRW | Buy | C.H. Robinson Worldwide Incordinary shares | $3,156,000 | +31.1% | 42,518 | +9.5% | 0.37% | +30.1% |
| NFLX | Buy | Netflix Incordinary shares | $3,156,000 | -7.4% | 30,876 | +3.6% | 0.37% | -8.1% |
| IPHS | Buy | Innophos Holdings Incordinary shares | $3,146,000 | +17.5% | 101,767 | +10.2% | 0.37% | +16.4% |
| SLB | Buy | Schlumberger NVordinary shares | $3,131,000 | +16.0% | 42,460 | +9.7% | 0.37% | +15.0% |
| JLL | Buy | Jones Lang LaSalle Incordinary shares | $3,088,000 | +45.2% | 26,319 | +97.9% | 0.36% | +44.4% |
| FANUY | Buy | Fanuc Corpamerican depository receipts | $3,032,000 | -1.4% | 117,359 | +10.0% | 0.36% | -2.2% |
| WYNN | Buy | Wynn Resorts Ltdordinary shares | $3,002,000 | +48.2% | 32,129 | +9.8% | 0.35% | +47.1% |
| ACETQ | Buy | Aceto Corpordinary shares | $2,975,000 | -4.3% | 126,294 | +9.6% | 0.35% | -5.1% |
| GWR | Buy | Genesee & Wyoming Incordinary shares | $2,944,000 | +28.2% | 46,953 | +9.8% | 0.35% | +27.1% |
| GHDX | Buy | Genomic Health Incordinary shares | $2,883,000 | -22.9% | 116,396 | +9.6% | 0.34% | -23.6% |
| TSCO | Buy | Tractor Supply Coordinary shares | $2,870,000 | +64.8% | 31,722 | +55.7% | 0.34% | +63.3% |
| ZG | Buy | Zillow Group Incordinary shares | $2,868,000 | +0.8% | 112,235 | +2.7% | 0.34% | 0.0% |
| PII | Buy | Polaris Industries Incordinary shares | $2,858,000 | +27.3% | 29,022 | +11.1% | 0.34% | +25.8% |
| NTUS | Buy | Natus Medical Incordinary shares | $2,855,000 | -12.5% | 74,290 | +9.4% | 0.34% | -13.2% |
| FRCOY | Buy | Fast Retailing Co Ltdamerican depository receipts | $2,816,000 | +1.7% | 87,476 | +10.1% | 0.33% | +0.9% |
| AMTD | Sell | TD Ameritrade Holding Corpordinary shares | $2,810,000 | -10.1% | 89,109 | -1.1% | 0.33% | -10.8% |
| CBI | Buy | Chicago Bridge & Iron Company NVordinary shares | $2,793,000 | +2.9% | 76,320 | +9.6% | 0.33% | +2.2% |
| MYGN | Buy | Myriad Genetics Incordinary shares | $2,786,000 | -5.1% | 74,419 | +9.4% | 0.33% | -6.0% |
| HZN | Buy | Horizon Global Corpordinary shares | $2,688,000 | +33.5% | 213,675 | +10.1% | 0.32% | +32.2% |
| VAR | Buy | Varian Medical Systems Incordinary shares | $2,602,000 | +8.6% | 32,514 | +9.6% | 0.31% | +7.4% |
| TNDM | Buy | Tandem Diabetes Care Incordinary shares | $2,587,000 | +3.1% | 297,008 | +39.7% | 0.30% | +2.3% |
| NOV | Buy | National Oilwell Varco Incordinary shares | $2,570,000 | -2.5% | 82,645 | +5.0% | 0.30% | -3.2% |
| TRS | Buy | TriMas Corpordinary shares | $2,545,000 | +3.5% | 145,249 | +10.1% | 0.30% | +2.7% |
| TUP | Sell | Tupperware Brands Corpordinary shares | $2,540,000 | +3.5% | 43,811 | -0.6% | 0.30% | +2.7% |
| SYT | Buy | Syngenta AGamerican depository receipts | $2,503,000 | +15.4% | 30,223 | +9.7% | 0.30% | +14.3% |
| TOWN | Buy | TOWNE BANKordinary shares | $2,481,000 | +39.1% | 129,285 | +51.2% | 0.29% | +37.7% |
| ABB | Buy | ABB Ltdamerican depository receipts | $2,354,000 | +21.2% | 121,205 | +10.7% | 0.28% | +19.9% |
| NKE | Buy | Nike Incordinary shares | $2,323,000 | +1.7% | 37,784 | +3.3% | 0.27% | +1.1% |
| CMP | New | Compass Minerals Internatonal Inc.ordinary shares | $2,219,000 | – | 31,312 | +100.0% | 0.26% | – |
| FDS | Buy | FactSet Research Systems Incordinary shares | $2,146,000 | +1.1% | 14,163 | +8.5% | 0.25% | +0.4% |
| KS | Buy | KapStone Paper and Packaging Corpordinary shares | $2,135,000 | -32.5% | 154,179 | +10.1% | 0.25% | -33.1% |
| INTC | Buy | Intel Corpordinary shares | $2,129,000 | +3.1% | 65,826 | +9.9% | 0.25% | +2.4% |
| ARMH | Buy | ARM HOLDINGS PLCamerican depository receipts | $2,114,000 | +6.0% | 48,390 | +9.7% | 0.25% | +5.1% |
| TPH | Buy | TRI Pointe Group Incordinary shares | $2,076,000 | +2.4% | 176,219 | +10.2% | 0.24% | +1.2% |
| GPRO | Buy | GoPro Incordinary shares | $1,872,000 | -32.3% | 156,531 | +1.9% | 0.22% | -33.1% |
| CSTM | Buy | Constellium NVordinary shares | $1,803,000 | -25.5% | 347,493 | +10.6% | 0.21% | -26.1% |
| WSM | Buy | Williams-Sonoma Incordinary shares | $1,751,000 | +2.5% | 31,982 | +9.3% | 0.21% | +1.5% |
| INVN | Buy | InvenSense Incordinary shares | $1,542,000 | -8.5% | 183,530 | +11.4% | 0.18% | -9.0% |
| AFK | Buy | Market Vectors Africa Index ETFexchange-traded fund | $1,533,000 | +17.2% | 81,033 | +10.2% | 0.18% | +16.1% |
| GE | Buy | General Electric Coordinary shares | $1,484,000 | +7.3% | 46,677 | +5.1% | 0.18% | +6.7% |
| VZ | Buy | Verizon Communications Incordinary shares | $1,478,000 | +38.0% | 27,324 | +17.9% | 0.17% | +37.0% |
| BRKB | Buy | Berkshire Hathaway Incordinary shares | $1,401,000 | +10.6% | 9,872 | +2.9% | 0.16% | +10.0% |
| TWX | Buy | Time Warner Incordinary shares | $1,371,000 | +22.7% | 18,896 | +9.4% | 0.16% | +21.1% |
| BRFS | Buy | BRF SAamerican depository receipts | $1,310,000 | +13.5% | 92,092 | +10.2% | 0.15% | +12.4% |
| ITW | Buy | Illinois Tool Works Incordinary shares | $1,312,000 | +19.5% | 12,808 | +8.1% | 0.15% | +18.5% |
| GLW | Buy | Corning Incordinary shares | $1,234,000 | +23.9% | 59,069 | +8.4% | 0.14% | +22.9% |
| LVLT | Buy | Level 3 Communications Incordinary shares | $1,146,000 | +4.9% | 21,693 | +8.0% | 0.14% | +3.8% |
| FWP | Buy | Forward Pharma A/Samerican depository receipts | $1,092,000 | -1.4% | 64,231 | +10.2% | 0.13% | -2.3% |
| CHD | New | Church & Dwight Co. Inc.ordinary shares | $1,076,000 | – | 11,674 | +100.0% | 0.13% | – |
| BWA | Buy | BorgWarner Incordinary shares | $771,000 | -2.7% | 20,076 | +9.5% | 0.09% | -3.2% |
| DVN | Buy | Devon Energy Corpordinary shares | $764,000 | -6.1% | 27,848 | +9.4% | 0.09% | -7.2% |
| CX | New | Cemex SAB de CVamerican depository receipts | $79,000 | – | 10,816 | +100.0% | 0.01% | – |
| Nigerian Breweries Plcordinary shares | $47,000 | +74.1% | 50,000 | 0.0% | 0.01% | +100.0% | ||
| VPLM | Voip-Pal.Com Incordinary shares | $16,000 | +6.7% | 195,000 | 0.0% | 0.00% | 0.0% | |
| REPCF | RepliCel Life Sciences Incordinary shares | $6,000 | -25.0% | 43,000 | 0.0% | 0.00% | 0.0% | |
| HGLC | Hunt Gold Corpordinary shares | $0 | – | 11,000 | 0.0% | 0.00% | – | |
| HTDS | Hard To Treat Diseases Incordinary shares | $0 | – | 199,800 | 0.0% | 0.00% | – | |
| TECO | Treaty Energy Corpordinary shares | $0 | – | 20,000 | 0.0% | 0.00% | – | |
| SOIS | Striker Oil & Gas Incordinary shares | $0 | – | 26,700 | 0.0% | 0.00% | – | |
| RHWKF | Redhawk Resources Incordinary shares | $1,000 | 0.0% | 31,000 | 0.0% | 0.00% | – | |
| PLFM | Platforms Wireless International Corpordinary shares | $0 | – | 33,100 | 0.0% | 0.00% | – | |
| PharmEng International Incordinary shares | $0 | – | 100,500 | 0.0% | 0.00% | – | ||
| Vital Products Incordinary shares | $0 | – | 20,000 | 0.0% | 0.00% | – | ||
| DNAX | DNA Brands Incordinary shares | $2,000 | 0.0% | 19,237,358 | 0.0% | 0.00% | – | |
| ESCRQ | Escalera Resources Coordinary shares | $1,000 | – | 85,000 | 0.0% | 0.00% | – | |
| BROE | Baron Energy Incordinary shares | $2,000 | +100.0% | 68,813 | 0.0% | 0.00% | – | |
| MSTF | Monarch Staffing Incordinary shares | $0 | – | 100,000 | 0.0% | 0.00% | – | |
| Fortress Financial Group Incordinary shares | $0 | – | 1,000,000 | 0.0% | 0.00% | – | ||
| IMGR | Infinity Medical Group Incordinary shares | $0 | – | 182,300 | 0.0% | 0.00% | – | |
| WKHS | Exit | Workhorse Group Incordinary shares | $0 | – | -10,100 | -100.0% | -0.01% | – |
| PANW | Exit | Palo Alto Networks Incordinary shares | $0 | – | -1,450 | -100.0% | -0.03% | – |
| PWE | Exit | Penn West Petroleum Ltdordinary shares | $0 | – | -1,507,693 | -100.0% | -0.15% | – |
| ATVI | Exit | Activision Blizzard Incordinary shares | $0 | – | -57,712 | -100.0% | -0.26% | – |
| TCEHY | Exit | Tencent Holdings Ltdamerican depository receipts | $0 | – | -115,546 | -100.0% | -0.27% | – |
| BRGYY | Exit | BG GROUP PLCamerican depository receipts | $0 | – | -209,388 | -100.0% | -0.36% | – |
| OAK | Exit | Oaktree Capital Group LLCunit | $0 | – | -73,479 | -100.0% | -0.42% | – |
| CMG | Exit | Chipotle Mexican Grill Incordinary shares | $0 | – | -23,585 | -100.0% | -1.34% | – |
| WFM | Exit | Whole Foods Market Incordinary shares | $0 | – | -366,386 | -100.0% | -1.46% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-05-12
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.