$1.3 Billion is the total value of Motley Fool Wealth Management, LLC's 156 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 12.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | Sell | Facebook Incordinary shares | $60,275,000 | +1.2% | 341,578 | -2.0% | 4.64% | -8.6% |
| AMZN | Sell | Amazon.com Incordinary shares | $53,255,000 | +20.0% | 45,538 | -1.4% | 4.10% | +8.4% |
| ALGN | Sell | Align Technology Incordinary shares | $44,923,000 | +18.2% | 202,182 | -0.9% | 3.46% | +6.7% |
| PYPL | Sell | PayPal Holdings Incordinary shares | $42,798,000 | +13.3% | 581,330 | -1.4% | 3.29% | +2.3% |
| IPGP | Sell | IPG Photonics Corpordinary shares | $41,600,000 | +14.8% | 194,275 | -0.8% | 3.20% | +3.6% |
| SBUX | Sell | Starbucks Corpordinary shares | $32,450,000 | +5.2% | 565,039 | -1.6% | 2.50% | -5.0% |
| GOOG | Sell | Alphabet Incordinary shares | $30,082,000 | +7.4% | 28,748 | -1.5% | 2.31% | -3.0% |
| BSCM | Buy | Guggenheim BulletShares 2022 Corporate Bond ETFbond etf | $29,214,000 | +6.4% | 1,379,954 | +7.6% | 2.25% | -3.9% |
| BSCL | Buy | Guggenheim BulletShares 2021 Corporate Bond ETFbond etf | $28,161,000 | +6.4% | 1,332,758 | +7.6% | 2.17% | -3.9% |
| BSCK | Buy | Guggenheim BulletShares 2020 Corporate Bond ETFbond etf | $27,904,000 | +6.5% | 1,310,675 | +7.6% | 2.15% | -3.9% |
| BSCI | Buy | Guggenheim BulletShares 2018 Corporate Bond ETFbond etf | $27,773,000 | +7.1% | 1,316,867 | +7.6% | 2.14% | -3.3% |
| BSCJ | Buy | Guggenheim BulletShares 2019 Corporate Bond ETFbond etf | $27,777,000 | +6.8% | 1,317,246 | +7.6% | 2.14% | -3.6% |
| New | BSCH Finance Ltdpreference shares | $27,675,000 | – | 1,223,508 | +100.0% | 2.13% | – | |
| DFE | Buy | WisdomTree Europe SmallCap Dividend Fundequity etf | $24,734,000 | +23.6% | 350,532 | +21.7% | 1.90% | +11.7% |
| SPLK | Sell | Splunk Incordinary shares | $24,378,000 | +23.9% | 294,276 | -0.7% | 1.88% | +11.8% |
| CRM | Sell | Salesforce.com Incordinary shares | $23,904,000 | +7.9% | 233,826 | -1.4% | 1.84% | -2.5% |
| PCLN | Sell | Priceline Group Incordinary shares | $23,637,000 | -6.3% | 13,602 | -1.3% | 1.82% | -15.4% |
| MELI | Buy | MercadoLibre Incordinary shares | $22,965,000 | +22.2% | 72,982 | +0.6% | 1.77% | +10.4% |
| DFJ | Buy | WisdomTree Japan Smallcap Dividend Fundequity etf | $21,449,000 | +13.1% | 266,680 | +5.5% | 1.65% | +2.1% |
| MA | Sell | MasterCard Incordinary shares | $18,792,000 | +4.1% | 124,153 | -2.9% | 1.45% | -6.0% |
| AAPL | Sell | Apple Incordinary shares | $17,644,000 | +9.1% | 104,258 | -0.6% | 1.36% | -1.5% |
| XPO | Buy | XPO Logistics Incordinary shares | $16,858,000 | +44.3% | 184,063 | +6.8% | 1.30% | +30.4% |
| IONS | Sell | Ionis Pharmaceuticals Incordinary shares | $16,565,000 | -1.6% | 329,328 | -0.8% | 1.27% | -11.2% |
| THO | Buy | Thor Industries Incordinary shares | $15,006,000 | +27.7% | 99,564 | +6.7% | 1.15% | +15.3% |
| ULTI | Sell | Ultimate Software Group Incordinary shares | $14,831,000 | +13.9% | 67,959 | -1.0% | 1.14% | +2.9% |
| RMD | Sell | ResMed Incordinary shares | $14,532,000 | +6.3% | 171,588 | -3.4% | 1.12% | -4.0% |
| LCII | Buy | LCI Industriesordinary shares | $14,324,000 | +19.7% | 110,186 | +6.7% | 1.10% | +8.1% |
| AMT | Sell | American Tower Corpordinary shares | $14,159,000 | +2.8% | 99,240 | -1.5% | 1.09% | -7.2% |
| BR | Buy | Broadridge Financial Solutions Incordinary shares | $14,043,000 | +13.4% | 155,030 | +1.2% | 1.08% | +2.4% |
| IBDO | Buy | iShares iBonds Dec 2023 Term Corporate ETFbond etf | $13,933,000 | +6.3% | 555,782 | +7.6% | 1.07% | -4.0% |
| GNTX | Buy | Gentex Corpordinary shares | $11,973,000 | +8.2% | 571,498 | +2.2% | 0.92% | -2.3% |
| MDT | Buy | Medtronic PLCordinary shares | $11,728,000 | +5.4% | 145,243 | +1.5% | 0.90% | -4.9% |
| JLL | Buy | Jones Lang LaSalle Incordinary shares | $11,250,000 | +28.6% | 75,537 | +6.6% | 0.86% | +16.1% |
| IBDR | New | iShares iBonds Dec 2026 Term Corporate ETFequity etf | $10,520,000 | – | 428,683 | +100.0% | 0.81% | – |
| DGS | Buy | WisdomTree Emerging Markets SmallCap Dividend Fundequity etf | $10,254,000 | +12.2% | 196,621 | +5.5% | 0.79% | +1.3% |
| IBDQ | Buy | iShares iBonds Dec 2025 Term Corporate ETFbond etf | $10,073,000 | +7.1% | 402,443 | +7.6% | 0.78% | -3.2% |
| AUSE | Buy | WisdomTree Australia Dividend Fundequity etf | $9,973,000 | +13.3% | 167,504 | +5.5% | 0.77% | +2.3% |
| WSO | Buy | Watsco Incordinary shares | $9,901,000 | +8.5% | 58,225 | +2.8% | 0.76% | -1.9% |
| BLX | Buy | Banco Latinoamericano de Comercio Exterior SAordinary shares | $9,550,000 | -6.7% | 355,033 | +2.2% | 0.74% | -15.7% |
| CFX | Buy | Colfax Corpordinary shares | $9,219,000 | -2.0% | 232,694 | +3.0% | 0.71% | -11.6% |
| COO | Buy | Cooper Companies Incordinary shares | $8,997,000 | -2.0% | 41,293 | +6.6% | 0.69% | -11.5% |
| MIDD | Sell | Middleby Corpordinary shares | $8,934,000 | +1.7% | 66,204 | -3.4% | 0.69% | -8.2% |
| TXRH | Buy | Texas Roadhouse Incordinary shares | $8,892,000 | +14.4% | 168,784 | +6.7% | 0.68% | +3.3% |
| DIS | Sell | Walt Disney Coordinary shares | $8,680,000 | +8.5% | 80,736 | -0.5% | 0.67% | -1.9% |
| NSRGY | Buy | Nestle SAamerican depository receipts | $8,663,000 | +7.9% | 100,767 | +5.5% | 0.67% | -2.6% |
| TCEHY | Sell | Tencent Holdings Ltdamerican depository receipts | $8,266,000 | -21.0% | 159,199 | -33.2% | 0.64% | -28.7% |
| SIVB | Buy | SVB FINANCIAL GROUPordinary shares | $8,082,000 | +33.5% | 34,574 | +6.9% | 0.62% | +20.5% |
| KAR | Buy | KAR Auction Services Incordinary shares | $8,049,000 | +14.0% | 159,355 | +7.8% | 0.62% | +3.0% |
| Z | Sell | Zillow Group Incordinary shares | $7,916,000 | +0.1% | 193,447 | -1.6% | 0.61% | -9.6% |
| MKL | Sell | Markel Corpordinary shares | $7,573,000 | +6.0% | 6,648 | -0.6% | 0.58% | -4.3% |
| STAG | Buy | STAG Industrial Incordinary shares | $7,569,000 | +6.6% | 276,936 | +7.1% | 0.58% | -3.8% |
| BSJH | Buy | Guggenheim BulletShares 2017 High Yield Corp Bond ETFbond etf | $7,476,000 | +7.5% | 290,657 | +7.4% | 0.58% | -3.0% |
| BSJI | Buy | Guggenheim BulletShares 2018 High Yld Corp Bd ETFbond etf | $7,436,000 | +6.6% | 296,269 | +7.6% | 0.57% | -3.7% |
| NVO | Buy | NOVO NORDISK A/Samerican depository receipts | $7,337,000 | +17.6% | 136,703 | +5.5% | 0.56% | +6.0% |
| HDB | Buy | HDFC Bank Ltdamerican depository receipts | $7,231,000 | +11.3% | 71,126 | +5.5% | 0.56% | +0.4% |
| IBDP | Buy | iShares iBonds Dec 2024 Term Corporate ETFbond etf | $7,033,000 | +7.0% | 280,755 | +7.6% | 0.54% | -3.4% |
| FRCOY | Buy | Fast Retailing Co Ltdamerican depository receipts | $6,867,000 | +42.6% | 172,266 | +5.5% | 0.53% | +28.8% |
| EWY | Buy | iShares MSCI South Korea Capped ETFequity etf | $6,717,000 | +14.4% | 89,643 | +5.5% | 0.52% | +3.4% |
| AMWD | Buy | American Woodmark Corpordinary shares | $6,700,000 | +44.6% | 51,436 | +6.8% | 0.52% | +30.4% |
| CTSH | Sell | Cognizant Technology Solutions Corpordinary shares | $6,550,000 | -5.5% | 92,229 | -3.5% | 0.50% | -14.6% |
| BAM | Buy | Brookfield Asset Management Incordinary shares | $6,342,000 | +11.2% | 145,668 | +5.5% | 0.49% | +0.4% |
| FAST | Sell | Fastenal Coordinary shares | $6,100,000 | +18.6% | 111,533 | -1.1% | 0.47% | +7.1% |
| TSM | Sell | Taiwan Semiconductor Manufacturing Co Ltdamerican depository receipts | $6,061,000 | -23.0% | 152,861 | -27.1% | 0.47% | -30.6% |
| PAYC | Buy | Paycom Software Incordinary shares | $6,009,000 | +14.6% | 74,807 | +6.9% | 0.46% | +3.4% |
| SABR | Buy | Sabre Corpordinary shares | $5,900,000 | +23.5% | 287,802 | +9.0% | 0.45% | +11.5% |
| YUMC | New | Yum China Holdings Incordinary shares | $5,846,000 | – | 146,082 | +100.0% | 0.45% | – |
| PRLB | Buy | Proto Labs Incordinary shares | $5,821,000 | +37.1% | 56,512 | +6.9% | 0.45% | +23.8% |
| ORCL | Sell | Oracle Corpordinary shares | $5,775,000 | -4.9% | 122,141 | -2.8% | 0.44% | -14.3% |
| SLB | Buy | Schlumberger NVordinary shares | $5,535,000 | +1.2% | 82,135 | +4.7% | 0.43% | -8.6% |
| SFTBY | Buy | SoftBank Group Corpamerican depository receipts | $5,452,000 | +3.1% | 137,146 | +5.5% | 0.42% | -7.1% |
| CHD | Buy | Church & Dwight Co Incordinary shares | $5,407,000 | +11.9% | 107,776 | +8.0% | 0.42% | +1.0% |
| CMP | Buy | Compass Minerals International Incordinary shares | $5,383,000 | +18.7% | 74,504 | +6.7% | 0.41% | +7.3% |
| GHDX | Buy | Genomic Health Incordinary shares | $5,367,000 | +13.0% | 156,919 | +6.1% | 0.41% | +2.2% |
| CLB | Buy | Core Laboratories NVordinary shares | $5,373,000 | +17.1% | 49,046 | +5.5% | 0.41% | +5.6% |
| EMN | Buy | Eastman Chemical Coordinary shares | $5,217,000 | +9.1% | 56,318 | +6.5% | 0.40% | -1.7% |
| CSTM | Buy | Constellium NVordinary shares | $5,199,000 | +14.7% | 466,290 | +5.5% | 0.40% | +3.6% |
| COST | Sell | Costco Wholesale Corpordinary shares | $5,142,000 | +12.6% | 27,626 | -0.6% | 0.40% | +1.8% |
| CHRW | Buy | C.H. Robinson Worldwide Incordinary shares | $5,132,000 | +25.1% | 57,603 | +6.8% | 0.40% | +12.9% |
| ROIC | Buy | Retail Opportunity Investments Corpordinary shares | $5,041,000 | +11.8% | 252,684 | +6.5% | 0.39% | +1.0% |
| GWR | Buy | Genesee & Wyoming Incordinary shares | $5,023,000 | +13.6% | 63,806 | +6.8% | 0.39% | +2.4% |
| HBAN | Buy | Huntington Bancshares Incordinary shares | $5,007,000 | +11.1% | 343,860 | +6.6% | 0.38% | +0.3% |
| VAR | Buy | Varian Medical Systems Incordinary shares | $4,885,000 | +18.6% | 43,953 | +6.8% | 0.38% | +7.1% |
| GRUB | Buy | GrubHub Incordinary shares | $4,892,000 | +45.6% | 68,141 | +6.8% | 0.38% | +31.5% |
| HAS | Buy | Hasbro Incordinary shares | $4,870,000 | +1990.1% | 53,581 | +2144.7% | 0.38% | +1775.0% |
| MSFT | Buy | Microsoft Corpordinary shares | $4,826,000 | +16.2% | 56,422 | +1.2% | 0.37% | +4.8% |
| KS | Buy | KapStone Paper and Packaging Corpordinary shares | $4,759,000 | +12.8% | 209,720 | +6.8% | 0.37% | +1.7% |
| ORLY | Sell | O'Reilly Automotive Incordinary shares | $4,753,000 | +6.9% | 19,761 | -4.3% | 0.37% | -3.4% |
| NFLX | Sell | Netflix Incordinary shares | $4,668,000 | +2.1% | 24,319 | -3.5% | 0.36% | -7.9% |
| LKFN | Buy | Lakeland Financial Corpordinary shares | $4,587,000 | +5.9% | 94,593 | +6.4% | 0.35% | -4.3% |
| VOO | Buy | Vanguard 500 Index Fundequity etf | $4,515,000 | +10.9% | 18,407 | +4.3% | 0.35% | 0.0% |
| PZZA | Sell | Papa John's International Incordinary shares | $4,503,000 | -23.8% | 80,252 | -0.8% | 0.35% | -31.2% |
| ABB | Buy | ABB Ltdamerican depository receipts | $4,357,000 | +14.3% | 162,454 | +5.5% | 0.34% | +3.1% |
| BIDU | Buy | Baidu Incamerican depository receipts | $4,198,000 | +0.1% | 17,925 | +5.8% | 0.32% | -9.5% |
| FANUY | Sell | Fanuc Corpamerican depository receipts | $4,084,000 | -19.2% | 169,866 | -31.9% | 0.31% | -27.1% |
| BRKB | Buy | Berkshire Hathaway Incordinary shares | $3,982,000 | +10.6% | 20,091 | +2.3% | 0.31% | -0.3% |
| AMGN | Buy | Amgen Incordinary shares | $3,943,000 | -5.2% | 22,674 | +1.7% | 0.30% | -14.4% |
| ZG | Sell | Zillow Group Incordinary shares | $3,918,000 | -0.2% | 96,168 | -1.6% | 0.30% | -9.9% |
| MKC | Buy | McCormick & Company Incordinary shares | $3,848,000 | +5.7% | 37,754 | +6.4% | 0.30% | -4.5% |
| CCI | Buy | Crown Castle International Corpordinary shares | $3,643,000 | +13.0% | 32,815 | +1.7% | 0.28% | +1.8% |
| GLW | Buy | Corning Incordinary shares | $3,595,000 | +8.9% | 112,381 | +1.9% | 0.28% | -1.4% |
| ANCX | Buy | Access National Corpordinary shares | $3,379,000 | +3.5% | 121,389 | +6.5% | 0.26% | -6.5% |
| CTRP | Buy | Ctrip.Com International Ltdamerican depository receipts | $3,001,000 | -12.0% | 68,060 | +5.2% | 0.23% | -20.6% |
| TEAM | Sell | Atlassian Corp PLCordinary shares | $2,769,000 | +25.9% | 60,833 | -2.7% | 0.21% | +13.9% |
| AFK | Buy | VanEck Vectors Africa Index ETFequity etf | $2,681,000 | +12.9% | 107,848 | +5.5% | 0.21% | +2.0% |
| BRFS | Buy | BRF SAamerican depository receipts | $2,536,000 | -18.1% | 225,203 | +4.7% | 0.20% | -26.1% |
| PEB | Buy | Pebblebrook Hotel Trustordinary shares | $2,528,000 | +9.3% | 68,002 | +6.2% | 0.19% | -1.5% |
| DORM | Buy | Dorman Products Incordinary shares | $2,515,000 | -9.7% | 41,135 | +5.8% | 0.19% | -18.6% |
| CERN | Sell | Cerner Corpordinary shares | $2,461,000 | -7.3% | 36,522 | -1.9% | 0.19% | -16.4% |
| ITW | Buy | Illinois Tool Works Incordinary shares | $2,396,000 | +15.6% | 14,360 | +2.5% | 0.18% | +4.0% |
| TSCO | Sell | Tractor Supply Coordinary shares | $2,202,000 | +15.0% | 29,459 | -2.6% | 0.17% | +3.7% |
| TWX | Buy | Time Warner Incordinary shares | $1,948,000 | -8.5% | 21,302 | +2.5% | 0.15% | -17.1% |
| PAYX | Sell | Paychex Incordinary shares | $1,901,000 | +12.6% | 27,928 | -0.8% | 0.15% | +1.4% |
| CVS | Buy | CVS Health Corpordinary shares | $1,878,000 | -9.8% | 25,909 | +1.2% | 0.14% | -18.6% |
| BND | Buy | Vanguard Total Bond Market Index Fundbond etf | $1,808,000 | +7.6% | 22,171 | +8.1% | 0.14% | -2.8% |
| VTR | Sell | Ventas Incordinary shares | $1,441,000 | -8.7% | 24,016 | -0.9% | 0.11% | -17.8% |
| VO | Buy | Vanguard Mid Cap Index Fundequity etf | $1,391,000 | +10.6% | 8,986 | +5.0% | 0.11% | 0.0% |
| VEA | Buy | Vanguard Developed Markets Index Fundequity etf | $1,362,000 | +10.7% | 30,358 | +7.1% | 0.10% | 0.0% |
| WMT | Sell | Walmart Incordinary shares | $1,220,000 | +25.6% | 12,350 | -0.6% | 0.09% | +13.3% |
| JNJ | Buy | JOHNSON & JOHNSONordinary shares | $1,212,000 | +8.0% | 8,677 | +0.6% | 0.09% | -3.1% |
| WEC | Sell | WEC Energy Group Incordinary shares | $1,180,000 | +4.8% | 17,761 | -1.0% | 0.09% | -5.2% |
| CME | Sell | CME Group Incordinary shares | $1,158,000 | +6.5% | 7,932 | -1.0% | 0.09% | -4.3% |
| TXN | Sell | Texas Instruments Incordinary shares | $1,093,000 | +15.4% | 10,465 | -1.0% | 0.08% | +3.7% |
| AEP | Sell | American Electric Power Company Incordinary shares | $1,096,000 | +3.7% | 14,895 | -1.0% | 0.08% | -6.7% |
| PG | Buy | Procter & Gamble Coordinary shares | $1,061,000 | +1.3% | 11,546 | +0.3% | 0.08% | -7.9% |
| D | Sell | Dominion Energy Incordinary shares | $1,056,000 | +4.2% | 13,033 | -1.0% | 0.08% | -5.8% |
| KO | Sell | Coca-Cola Coordinary shares | $970,000 | +1.4% | 21,134 | -0.6% | 0.08% | -8.5% |
| UPS | Sell | United Parcel Service Incordinary shares | $907,000 | -1.3% | 7,609 | -0.6% | 0.07% | -10.3% |
| VWO | Buy | Vanguard Emerging Markets Stock Index Fundequity etf | $915,000 | +13.5% | 19,929 | +7.8% | 0.07% | +1.4% |
| PX | Sell | Praxair Incordinary shares | $710,000 | +9.6% | 4,593 | -1.0% | 0.06% | 0.0% |
| XOM | Sell | Exxon Mobil Corpordinary shares | $660,000 | +1.9% | 7,894 | -0.2% | 0.05% | -7.3% |
| VB | Buy | Vanguard Small-Cap Index Fundequity etf | $543,000 | +8.4% | 3,677 | +3.8% | 0.04% | -2.3% |
| MMM | Buy | 3M Coordinary shares | $529,000 | +12.3% | 2,249 | +0.2% | 0.04% | +2.5% |
| HSY | Sell | Hershey Coordinary shares | $437,000 | +2.8% | 3,853 | -1.0% | 0.03% | -5.6% |
| GPC | Sell | Genuine Parts Coordinary shares | $366,000 | -1.9% | 3,857 | -1.0% | 0.03% | -12.5% |
| OGE | Buy | OGE Energy Corpordinary shares | $280,000 | +27.3% | 8,518 | +39.5% | 0.02% | +15.8% |
| VNQ | Buy | Vanguard REIT Index Fundequity etf | $284,000 | +6.0% | 3,424 | +6.2% | 0.02% | -4.3% |
| DGX | Buy | Quest Diagnostics Incordinary shares | $266,000 | +5.6% | 2,698 | +0.3% | 0.02% | -4.8% |
| IFF | Buy | International Flavors & Fragrances Incordinary shares | $262,000 | +6.9% | 1,718 | +0.4% | 0.02% | -4.8% |
| NP | Buy | Neenah Incordinary shares | $234,000 | +6.4% | 2,581 | +0.3% | 0.02% | -5.3% |
| SAIC | New | Science Applications International Corpordinary shares | $227,000 | – | 2,968 | +100.0% | 0.02% | – |
| New | Hoang Lien Son Technical Ceramic JSCordinary shares | $226,000 | – | 4,569 | +100.0% | 0.02% | – | |
| DHIL | Buy | Diamond Hill Investment Group Incordinary shares | $212,000 | -2.3% | 1,027 | +0.4% | 0.02% | -11.1% |
| CNA | Buy | CNA Financial Corpordinary shares | $213,000 | +6.0% | 4,006 | +0.3% | 0.02% | -5.9% |
| ADC | Buy | Agree Realty Corpordinary shares | $214,000 | +5.4% | 4,159 | +0.3% | 0.02% | -5.9% |
| VPLM | Voip-Pal.Com Incordinary shares | $49,000 | +600.0% | 195,000 | 0.0% | 0.00% | +300.0% | |
| New | Invesco Tax-Exempt Cash Fundmutual fund | $38,000 | – | 38,199 | +100.0% | 0.00% | – | |
| New | PharmEng International Incordinary shares | $0 | – | 100,500 | +100.0% | 0.00% | – | |
| INFN | Sell | Infinera Corpcall | $0 | -100.0% | 63,300 | -3.4% | 0.00% | – |
| MSTF | Monarch Staffing Incordinary shares | $0 | – | 100,000 | 0.0% | 0.00% | – | |
| HTDS | Hard To Treat Diseases Incordinary shares | $0 | – | 199,800 | 0.0% | 0.00% | – | |
| ESLRQ | Exit | EVERGREEN SOLAR INCordinary shares | $0 | – | -10,042 | -100.0% | 0.00% | – |
| New | Imrglobal Corpordinary shares | $0 | – | 182,300 | +100.0% | 0.00% | – | |
| RHWKF | Redhawk Resources Incordinary shares | $1,000 | – | 31,000 | 0.0% | 0.00% | – | |
| BSRC | BioSolar Incordinary shares | $1,000 | 0.0% | 24,237 | 0.0% | 0.00% | – | |
| SBJX | Subjex Corpordinary shares | $0 | – | 1,286,747 | 0.0% | 0.00% | – | |
| PLFM | Platforms Wireless International Corpordinary shares | $0 | – | 33,100 | 0.0% | 0.00% | – | |
| DNAX | DNA Brands Incordinary shares | $2,000 | 0.0% | 19,237,358 | 0.0% | 0.00% | – | |
| HLS | Exit | HEALTHSOUTH CORPordinary shares | $0 | – | -4,554 | -100.0% | -0.02% | – |
| INFN | Exit | INFINERA CORPordinary shares | $0 | – | -51,029 | -100.0% | -0.04% | – |
| GE | Exit | GENERAL ELECTRIC COordinary shares | $0 | – | -19,460 | -100.0% | -0.04% | – |
| FDS | Exit | FACTSET RESEARCH SYSTEMS INCordinary shares | $0 | – | -26,400 | -100.0% | -0.40% | – |
| BSCH | Exit | GUGGENHEIM BULLETSHARES 2017bond etf | $0 | – | -1,138,864 | -100.0% | -2.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-14
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.