$1.42 Billion is the total value of Motley Fool Wealth Management, LLC's 138 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 33.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Sell | Amazon.com Incordinary shares | $74,161,000 | +13.9% | 43,629 | -3.0% | 5.24% | +9.1% |
| ALGN | Sell | Align Technology Incordinary shares | $66,917,000 | +32.3% | 195,583 | -2.9% | 4.73% | +26.7% |
| GOOG | Buy | Alphabet Incordinary shares | $50,634,000 | +50.6% | 45,385 | +39.3% | 3.58% | +44.3% |
| PYPL | Sell | PayPal Holdings Incordinary shares | $46,593,000 | +6.6% | 559,540 | -2.9% | 3.29% | +2.0% |
| IPGP | Sell | IPG Photonics Corpordinary shares | $41,285,000 | -8.7% | 187,124 | -3.5% | 2.92% | -12.6% |
| BKNG | Buy | Booking Holdings Incordinary shares | $40,224,000 | +43.5% | 19,843 | +47.3% | 2.84% | +37.4% |
| BSCM | New | Guggenheim BulletShares 2022 Corporate Bond ETFbond etf | $33,715,000 | – | 1,632,684 | +100.0% | 2.38% | – |
| BSCI | New | Guggenheim BulletShares 2018 Corporate Bond ETFbond etf | $32,967,000 | – | 1,557,995 | +100.0% | 2.33% | – |
| BSCL | New | Guggenheim BulletShares 2021 Corporate Bond ETFbond etf | $32,725,000 | – | 1,576,739 | +100.0% | 2.31% | – |
| BSCJ | New | Guggenheim BulletShares 2019 Corporate Bond ETFbond etf | $32,720,000 | – | 1,558,466 | +100.0% | 2.31% | – |
| BSCK | New | Guggenheim BulletShares 2020 Corporate Bond ETFbond etf | $32,658,000 | – | 1,550,702 | +100.0% | 2.31% | – |
| CRM | Sell | Salesforce.com Incordinary shares | $30,438,000 | +13.2% | 223,156 | -3.5% | 2.15% | +8.4% |
| SPLK | Sell | Splunk Incordinary shares | $28,399,000 | -2.0% | 286,540 | -2.7% | 2.01% | -6.1% |
| FB | Sell | Facebook Incordinary shares | $27,138,000 | +18.1% | 139,655 | -2.9% | 1.92% | +13.0% |
| SBUX | Sell | Starbucks Corpordinary shares | $26,929,000 | -18.5% | 551,252 | -3.4% | 1.90% | -21.9% |
| DFE | Buy | WisdomTree Europe SmallCap Dividend Fundequity etf | $25,651,000 | -2.4% | 393,056 | +4.6% | 1.81% | -6.6% |
| IBDQ | Buy | iShares iBonds Dec 2025 Term Corporate ETFbond etf | $24,803,000 | +41.1% | 1,036,500 | +43.1% | 1.75% | +35.2% |
| IBDP | Buy | iShares iBonds Dec 2024 Term Corporate ETFbond etf | $24,769,000 | +40.7% | 1,029,027 | +42.6% | 1.75% | +34.7% |
| IBDO | Buy | iShares iBonds Dec 2023 Term Corporate ETFbond etf | $24,737,000 | +40.0% | 1,018,827 | +41.2% | 1.75% | +34.1% |
| MA | Sell | MasterCard Incordinary shares | $23,059,000 | +9.3% | 117,339 | -2.5% | 1.63% | +4.7% |
| IONS | Buy | Ionis Pharmaceuticals Incordinary shares | $22,306,000 | +53.8% | 535,296 | +62.7% | 1.58% | +47.2% |
| DFJ | Buy | WisdomTree Japan Smallcap Dividend Fundequity etf | $22,094,000 | -5.0% | 286,970 | +0.4% | 1.56% | -9.0% |
| MELI | Sell | MercadoLibre Incordinary shares | $21,817,000 | -17.1% | 72,983 | -1.2% | 1.54% | -20.6% |
| AAPL | Sell | Apple Incordinary shares | $18,774,000 | +8.4% | 101,419 | -1.7% | 1.33% | +3.8% |
| RMD | Buy | ResMed Incordinary shares | $18,751,000 | +6.9% | 181,025 | +1.7% | 1.32% | +2.4% |
| BR | Buy | Broadridge Financial Solutions Incordinary shares | $18,126,000 | +5.5% | 157,477 | +0.5% | 1.28% | +1.0% |
| XPO | Sell | XPO Logistics Incordinary shares | $17,470,000 | -13.5% | 174,382 | -12.1% | 1.23% | -17.2% |
| ULTI | Sell | Ultimate Software Group Incordinary shares | $16,847,000 | +2.3% | 65,474 | -3.1% | 1.19% | -2.1% |
| MDT | Buy | Medtronic PLCordinary shares | $15,914,000 | +8.4% | 185,892 | +1.6% | 1.12% | +3.9% |
| JLL | Buy | Jones Lang LaSalle Incordinary shares | $13,889,000 | -2.0% | 83,671 | +3.1% | 0.98% | -6.2% |
| AMT | Sell | American Tower Corpordinary shares | $13,770,000 | -2.6% | 95,511 | -1.8% | 0.97% | -6.7% |
| TXRH | Buy | Texas Roadhouse Incordinary shares | $12,250,000 | +16.8% | 186,997 | +3.0% | 0.86% | +11.9% |
| GRUB | Buy | GrubHub Incordinary shares | $11,919,000 | +6.9% | 113,615 | +3.4% | 0.84% | +2.3% |
| GNTX | Buy | Gentex Corpordinary shares | $11,594,000 | +1.5% | 503,648 | +1.5% | 0.82% | -2.8% |
| SIVB | Buy | SVB FINANCIAL GROUPordinary shares | $11,135,000 | +24.1% | 38,563 | +3.2% | 0.79% | +18.7% |
| LCII | Buy | LCI Industriesordinary shares | $11,116,000 | -9.9% | 123,309 | +4.1% | 0.78% | -13.7% |
| COO | Buy | Cooper Companies Incordinary shares | $10,839,000 | +6.3% | 46,035 | +3.3% | 0.76% | +1.7% |
| Z | Sell | Zillow Group Incordinary shares | $10,808,000 | +5.6% | 183,001 | -3.8% | 0.76% | +1.1% |
| WSO | Buy | Watsco Incordinary shares | $10,790,000 | -0.4% | 60,523 | +1.1% | 0.76% | -4.6% |
| DGS | Buy | WisdomTree Emerging Markets SmallCap Dividend Fundequity etf | $10,514,000 | -7.7% | 220,463 | +4.6% | 0.74% | -11.7% |
| EMN | Buy | Eastman Chemical Coordinary shares | $9,797,000 | -2.4% | 98,007 | +3.1% | 0.69% | -6.6% |
| KAR | Buy | KAR Auction Services Incordinary shares | $9,645,000 | +4.1% | 176,000 | +3.0% | 0.68% | -0.3% |
| BLX | Buy | Banco Latinoamericano de Comercio Exterior SAordinary shares | $9,175,000 | -11.7% | 372,823 | +2.2% | 0.65% | -15.5% |
| TCEHY | Buy | Tencent Holdings Ltdamerican depository receipts | $8,984,000 | -1.2% | 178,778 | +4.7% | 0.63% | -5.5% |
| FRCOY | Buy | Fast Retailing Co Ltdamerican depository receipts | $8,878,000 | +19.5% | 193,943 | +4.8% | 0.63% | +14.4% |
| BSJI | New | Guggenheim BulletShares 2018 High Yld Corp Bd ETFbond etf | $8,798,000 | – | 350,518 | +100.0% | 0.62% | – |
| NSRGY | Buy | Nestle SAamerican depository receipts | $8,752,000 | +2.5% | 113,037 | +4.6% | 0.62% | -1.9% |
| NFLX | Sell | Netflix Incordinary shares | $8,551,000 | +26.3% | 21,846 | -4.7% | 0.60% | +21.0% |
| TEAM | Buy | Atlassian Corp PLCordinary shares | $8,506,000 | +170.5% | 136,046 | +133.4% | 0.60% | +159.1% |
| STAG | Buy | STAG Industrial Incordinary shares | $8,438,000 | +18.6% | 309,881 | +4.2% | 0.60% | +13.5% |
| HDB | Buy | HDFC Bank Ltdamerican depository receipts | $8,373,000 | +11.2% | 79,723 | +4.6% | 0.59% | +6.5% |
| PAYC | Buy | Paycom Software Incordinary shares | $8,259,000 | -4.9% | 83,563 | +3.3% | 0.58% | -9.0% |
| DIS | Sell | Walt Disney Coordinary shares | $8,255,000 | +1.7% | 78,764 | -2.6% | 0.58% | -2.7% |
| HAS | Buy | Hasbro Incordinary shares | $8,195,000 | +12.8% | 88,779 | +3.0% | 0.58% | +8.0% |
| SABR | Buy | Sabre Corpordinary shares | $7,816,000 | +18.1% | 317,190 | +2.8% | 0.55% | +13.1% |
| ANCX | Buy | Access National Corpordinary shares | $7,789,000 | +3.3% | 272,335 | +3.0% | 0.55% | -1.1% |
| PRLB | Buy | Proto Labs Incordinary shares | $7,501,000 | +4.3% | 63,056 | +3.1% | 0.53% | 0.0% |
| NVO | Buy | NOVO NORDISK A/Samerican depository receipts | $7,076,000 | -1.9% | 153,436 | +4.7% | 0.50% | -6.0% |
| SLB | Buy | Schlumberger NVordinary shares | $7,052,000 | +8.4% | 105,205 | +4.8% | 0.50% | +3.8% |
| MKL | Sell | Markel Corpordinary shares | $6,995,000 | -9.8% | 6,451 | -2.7% | 0.49% | -13.6% |
| CLB | Buy | Core Laboratories NVordinary shares | $6,941,000 | +22.0% | 54,993 | +4.6% | 0.49% | +16.7% |
| EWY | Buy | iShares MSCI South Korea Capped ETFequity etf | $6,806,000 | -6.1% | 100,521 | +4.6% | 0.48% | -10.1% |
| CTSH | Sell | Cognizant Technology Solutions Corpordinary shares | $6,541,000 | -7.5% | 82,804 | -5.8% | 0.46% | -11.5% |
| NUVA | New | NuVasive Incordinary shares | $6,376,000 | – | 122,326 | +100.0% | 0.45% | – |
| SFTBY | Buy | SoftBank Group Corpamerican depository receipts | $6,358,000 | +15.6% | 178,358 | +21.3% | 0.45% | +10.6% |
| CHD | Buy | Church & Dwight Co Incordinary shares | $6,320,000 | +8.6% | 118,883 | +2.9% | 0.45% | +4.0% |
| BUD | Buy | Anheuser Busch Inbev NVamerican depository receipts | $6,309,000 | -4.1% | 62,618 | +4.7% | 0.45% | -8.0% |
| YUMC | Buy | Yum China Holdings Incordinary shares | $6,303,000 | -3.0% | 163,896 | +4.6% | 0.44% | -7.1% |
| TSM | Buy | Taiwan Semiconductor Manufacturing Co Ltdamerican depository receipts | $6,262,000 | -12.6% | 171,284 | +4.6% | 0.44% | -16.4% |
| MIDD | Sell | Middleby Corpordinary shares | $6,180,000 | -20.4% | 59,184 | -5.7% | 0.44% | -23.9% |
| VAR | Buy | Varian Medical Systems Incordinary shares | $5,563,000 | -4.3% | 48,918 | +3.3% | 0.39% | -8.4% |
| COST | Sell | Costco Wholesale Corpordinary shares | $5,530,000 | +7.6% | 26,464 | -3.0% | 0.39% | +3.2% |
| TDOC | New | TELADOC INCordinary shares | $5,542,000 | – | 95,471 | +100.0% | 0.39% | – |
| FAST | Buy | Fastenal Coordinary shares | $5,527,000 | -7.5% | 114,836 | +5.0% | 0.39% | -11.4% |
| BSJJ | New | Guggenheim BulletShares 2019 High Yld Corp Bd ETFbond etf | $5,461,000 | – | 225,884 | +100.0% | 0.39% | – |
| ZG | Sell | Zillow Group Incordinary shares | $5,436,000 | +6.5% | 90,974 | -3.8% | 0.38% | +1.9% |
| BSJK | New | Guggenheim BulletShares 2020 High Yld Corp Bd ETFbond etf | $5,438,000 | – | 224,261 | +100.0% | 0.38% | – |
| CSTM | Buy | Constellium NVordinary shares | $5,383,000 | -0.7% | 522,644 | +4.6% | 0.38% | -5.0% |
| MSFT | Sell | Microsoft Corpordinary shares | $5,371,000 | +5.4% | 54,467 | -2.5% | 0.38% | +0.8% |
| CMP | Buy | Compass Minerals International Incordinary shares | $5,370,000 | +12.1% | 81,672 | +2.8% | 0.38% | +7.4% |
| CHRW | Buy | C.H. Robinson Worldwide Incordinary shares | $5,361,000 | -7.8% | 64,086 | +3.3% | 0.38% | -11.7% |
| PCTY | New | Paylocity Holding Corpordinary shares | $5,331,000 | – | 90,579 | +100.0% | 0.38% | – |
| AMWD | Buy | American Woodmark Corpordinary shares | $5,241,000 | -4.0% | 57,245 | +3.3% | 0.37% | -8.0% |
| LKFN | Buy | Lakeland Financial Corpordinary shares | $5,019,000 | +7.2% | 104,150 | +2.8% | 0.35% | +2.6% |
| VOO | Buy | Vanguard 500 Index Fundequity etf | $4,906,000 | +9.7% | 19,663 | +6.4% | 0.35% | +4.8% |
| BIDU | Buy | Baidu Incamerican depository receipts | $4,887,000 | +13.6% | 20,110 | +4.4% | 0.34% | +8.8% |
| MKC | Buy | McCormick & Company Incordinary shares | $4,845,000 | +12.7% | 41,733 | +3.2% | 0.34% | +7.9% |
| CTRP | Buy | Ctrip.Com International Ltdamerican depository receipts | $4,841,000 | +6.9% | 101,633 | +4.6% | 0.34% | +2.4% |
| FANUY | Buy | Fanuc Corpamerican depository receipts | $4,347,000 | -6.3% | 219,190 | +20.2% | 0.31% | -10.2% |
| AMGN | Sell | Amgen Incordinary shares | $4,180,000 | +6.9% | 22,647 | -1.2% | 0.30% | +2.4% |
| ABB | Buy | ABB Ltdamerican depository receipts | $3,967,000 | -4.1% | 182,213 | +4.6% | 0.28% | -8.2% |
| BRKB | Sell | Berkshire Hathaway Incordinary shares | $3,924,000 | -7.0% | 21,023 | -0.6% | 0.28% | -10.9% |
| CCI | Sell | Crown Castle International Corpordinary shares | $3,819,000 | -4.2% | 35,422 | -2.6% | 0.27% | -8.2% |
| ORLY | Sell | O'Reilly Automotive Incordinary shares | $3,701,000 | +8.4% | 13,528 | -2.0% | 0.26% | +3.6% |
| DORM | Buy | Dorman Products Incordinary shares | $3,158,000 | +6.5% | 46,225 | +3.3% | 0.22% | +1.8% |
| GLW | Sell | Corning Incordinary shares | $3,129,000 | -2.3% | 113,734 | -1.0% | 0.22% | -6.4% |
| CFX | Sell | Colfax Corpordinary shares | $3,126,000 | -62.4% | 101,996 | -60.8% | 0.22% | -63.9% |
| CERN | Sell | Cerner Corpordinary shares | $3,107,000 | +1.2% | 51,972 | -1.8% | 0.22% | -3.1% |
| PEB | Buy | Pebblebrook Hotel Trustordinary shares | $2,890,000 | +15.9% | 74,492 | +2.6% | 0.20% | +10.9% |
| AFK | Buy | VanEck Vectors Africa Index ETFequity etf | $2,839,000 | -4.2% | 120,931 | +4.6% | 0.20% | -8.3% |
| NMRK | New | Newmark Group Incordinary shares | $2,763,000 | – | 194,176 | +100.0% | 0.20% | – |
| BND | Buy | Vanguard Total Bond Market Index Fundbond etf | $2,177,000 | +10.7% | 27,486 | +11.7% | 0.15% | +6.2% |
| ITW | Buy | Illinois Tool Works Incordinary shares | $2,070,000 | -11.5% | 14,942 | +0.0% | 0.15% | -15.6% |
| D | Buy | Dominion Energy Incordinary shares | $1,734,000 | +43.9% | 25,434 | +42.3% | 0.12% | +37.1% |
| PAYX | Sell | Paychex Incordinary shares | $1,667,000 | +3.9% | 24,393 | -6.4% | 0.12% | 0.0% |
| VO | Buy | Vanguard Mid Cap Index Fundequity etf | $1,419,000 | +5.3% | 8,999 | +3.1% | 0.10% | +1.0% |
| VEA | Buy | Vanguard Developed Markets Index Fundequity etf | $1,401,000 | +3.6% | 32,662 | +6.9% | 0.10% | -1.0% |
| VTR | Sell | Ventas Incordinary shares | $1,196,000 | +7.7% | 21,002 | -6.3% | 0.08% | +2.4% |
| CME | Sell | CME Group Incordinary shares | $1,155,000 | -3.8% | 7,048 | -5.0% | 0.08% | -7.9% |
| TXN | Sell | Texas Instruments Incordinary shares | $1,014,000 | -0.2% | 9,201 | -5.9% | 0.07% | -4.0% |
| WEC | Sell | WEC Energy Group Incordinary shares | $1,005,000 | -3.5% | 15,543 | -6.3% | 0.07% | -7.8% |
| JNJ | Sell | JOHNSON & JOHNSONordinary shares | $931,000 | -10.2% | 7,674 | -5.2% | 0.07% | -13.2% |
| WMT | Sell | Walmart Incordinary shares | $921,000 | -10.2% | 10,753 | -6.8% | 0.06% | -14.5% |
| VWO | Buy | Vanguard Emerging Markets Stock Index Fundequity etf | $895,000 | -3.8% | 21,216 | +7.2% | 0.06% | -8.7% |
| KO | Sell | Coca-Cola Coordinary shares | $810,000 | -5.0% | 18,468 | -6.0% | 0.06% | -9.5% |
| PG | Sell | Procter & Gamble Coordinary shares | $783,000 | -7.2% | 10,025 | -5.9% | 0.06% | -11.3% |
| UPS | Sell | United Parcel Service Incordinary shares | $706,000 | -4.7% | 6,646 | -6.1% | 0.05% | -9.1% |
| PX | Sell | Praxair Incordinary shares | $637,000 | +2.9% | 4,026 | -6.1% | 0.04% | -2.2% |
| XOM | Sell | Exxon Mobil Corpordinary shares | $570,000 | +4.0% | 6,885 | -6.3% | 0.04% | 0.0% |
| VB | Sell | Vanguard Small-Cap Index Fundequity etf | $519,000 | +1.4% | 3,332 | -4.4% | 0.04% | -2.6% |
| MMM | Sell | 3M Coordinary shares | $387,000 | -15.9% | 1,966 | -6.2% | 0.03% | -20.6% |
| VTIP | Buy | Vanguard Short-Term Inflation-Protected Securities Index Fundbond etf | $315,000 | +56.7% | 6,440 | +56.7% | 0.02% | +46.7% |
| VNQ | Buy | Vanguard REIT Index Fundequity etf | $316,000 | +18.4% | 3,881 | +9.6% | 0.02% | +10.0% |
| EHC | Sell | Encompass Health Corpordinary shares | $279,000 | +12.0% | 4,116 | -5.4% | 0.02% | +11.1% |
| OGE | Sell | OGE Energy Corpordinary shares | $270,000 | +1.5% | 7,673 | -5.4% | 0.02% | -5.0% |
| DGX | Sell | Quest Diagnostics Incordinary shares | $267,000 | +3.5% | 2,430 | -5.4% | 0.02% | 0.0% |
| New | SPDR S&P 500 ETF Trustput | $92,000 | – | 34,000 | +100.0% | 0.01% | – | |
| VPLM | Voip-Pal.Com Incordinary shares | $16,000 | -15.8% | 195,000 | 0.0% | 0.00% | 0.0% | |
| ADVR | Advanced Viral Research Corpordinary shares | $0 | – | 10,000 | 0.0% | 0.00% | – | |
| PLFM | Platforms Wireless International Corpordinary shares | $0 | – | 33,100 | 0.0% | 0.00% | – | |
| SBJX | Subjex Corpordinary shares | $0 | – | 1,286,747 | 0.0% | 0.00% | – | |
| MSTF | Monarch Staffing Incordinary shares | $0 | – | 100,000 | 0.0% | 0.00% | – | |
| LXRS | Lexington Resources Incordinary shares | $0 | – | 10,000 | 0.0% | 0.00% | – | |
| Imrglobal Corpordinary shares | $0 | – | 182,300 | 0.0% | 0.00% | – | ||
| HTDS | Hard To Treat Diseases Incordinary shares | $0 | – | 199,800 | 0.0% | 0.00% | – | |
| ESLRQ | Evergreen Solar Incordinary shares | $0 | – | 10,000 | 0.0% | 0.00% | – | |
| DNAX | DNA Brands Incordinary shares | $2,000 | 0.0% | 19,237,358 | 0.0% | 0.00% | – | |
| BSRC | BioSolar Incordinary shares | $2,000 | +100.0% | 24,237 | 0.0% | 0.00% | – | |
| Exit | PharmEng International Incordinary shares | $0 | – | -100,500 | -100.0% | 0.00% | – | |
| TTD | Exit | Trade Desk Inccall | $0 | – | -1,000 | -100.0% | 0.00% | – |
| RHWKF | Exit | Redhawk Resources Incordinary shares | $0 | – | -31,000 | -100.0% | 0.00% | – |
| SPY | Exit | SPDR S&P 500 ETF Trustput | $0 | – | -34,500 | -100.0% | -0.00% | – |
| DHIL | Exit | Diamond Hill Investment Group Incordinary shares | $0 | – | -978 | -100.0% | -0.02% | – |
| SAIC | Exit | Science Applications International Corpordinary shares | $0 | – | -2,826 | -100.0% | -0.02% | – |
| IFF | Exit | International Flavors & Fragrances Incordinary shares | $0 | – | -1,636 | -100.0% | -0.02% | – |
| GPC | Exit | Genuine Parts Coordinary shares | $0 | – | -3,601 | -100.0% | -0.02% | – |
| AEP | Exit | American Electric Power Company Incordinary shares | $0 | – | -13,918 | -100.0% | -0.07% | – |
| CVS | Exit | CVS Health Corpordinary shares | $0 | – | -18,410 | -100.0% | -0.08% | – |
| TWX | Exit | Time Warner Incordinary shares | $0 | – | -22,185 | -100.0% | -0.16% | – |
| PZZA | Exit | Papa John's International Incordinary shares | $0 | – | -81,260 | -100.0% | -0.34% | – |
| GWR | Exit | Genesee & Wyoming Incordinary shares | $0 | – | -68,767 | -100.0% | -0.36% | – |
| BSJK | Exit | Guggenheim BulletShares 2020 High Yld Corp Bd ETFbond etf | $0 | – | -208,071 | -100.0% | -0.37% | – |
| BSJJ | Exit | Guggenheim BulletShares 2019 High Yld Corp Bd ETFbond etf | $0 | – | -209,578 | -100.0% | -0.38% | – |
| HBAN | Exit | Huntington Bancshares Incordinary shares | $0 | – | -368,616 | -100.0% | -0.41% | – |
| BAM | Exit | Brookfield Asset Management Incordinary shares | $0 | – | -156,157 | -100.0% | -0.45% | – |
| ROIC | Exit | Retail Opportunity Investments Corpordinary shares | $0 | – | -372,598 | -100.0% | -0.49% | – |
| BSJI | Exit | Guggenheim BulletShares 2018 High Yld Corp Bd ETFbond etf | $0 | – | -325,264 | -100.0% | -0.60% | – |
| AUSE | Exit | WisdomTree Australia Dividend Fundequity etf | $0 | – | -179,583 | -100.0% | -0.74% | – |
| IBDR | Exit | iShares iBonds Dec 2026 Term Corporate ETFbond etf | $0 | – | -470,685 | -100.0% | -0.82% | – |
| THO | Exit | Thor Industries Incordinary shares | $0 | – | -106,876 | -100.0% | -0.91% | – |
| BSCK | Exit | Guggenheim BulletShares 2020 Corporate Bond ETFbond etf | $0 | – | -1,438,956 | -100.0% | -2.24% | – |
| BSCJ | Exit | Guggenheim BulletShares 2019 Corporate Bond ETFbond etf | $0 | – | -1,446,162 | -100.0% | -2.24% | – |
| BSCL | Exit | Guggenheim BulletShares 2021 Corporate Bond ETFbond etf | $0 | – | -1,463,118 | -100.0% | -2.25% | – |
| BSCI | Exit | Guggenheim BulletShares 2018 Corporate Bond ETFbond etf | $0 | – | -1,445,730 | -100.0% | -2.25% | – |
| BSCM | Exit | Guggenheim BulletShares 2022 Corporate Bond ETFbond etf | $0 | – | -1,515,022 | -100.0% | -2.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-10
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.