$1.56 Billion is the total value of Motley Fool Wealth Management, LLC's 149 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 20.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Buy | AMAZON.COM INCordinary shares | $87,493,000 | +18.0% | 43,681 | +0.1% | 5.60% | +6.9% |
| ALGN | Buy | Align Technology Incordinary shares | $76,762,000 | +14.7% | 196,212 | +0.3% | 4.91% | +3.9% |
| GOOG | Buy | Alphabet Incordinary shares | $54,180,000 | +7.0% | 45,397 | +0.0% | 3.47% | -3.0% |
| PYPL | Buy | PayPal Holdings Incordinary shares | $49,381,000 | +6.0% | 562,169 | +0.5% | 3.16% | -4.0% |
| BKNG | Buy | Booking Holdings Incordinary shares | $39,551,000 | -1.7% | 19,935 | +0.5% | 2.53% | -10.9% |
| CRM | Buy | Salesforce.com Incordinary shares | $35,544,000 | +16.8% | 223,503 | +0.2% | 2.28% | +5.8% |
| BSCM | Buy | Guggenheim BulletShares 2022 Corporate Bond ETFbond etf | $35,210,000 | +4.4% | 1,704,693 | +4.4% | 2.25% | -5.4% |
| SPLK | Buy | Splunk Incordinary shares | $34,763,000 | +22.4% | 287,515 | +0.3% | 2.22% | +10.9% |
| BSCI | Buy | Guggenheim BulletShares 2018 Corporate Bond ETFbond etf | $34,405,000 | +4.4% | 1,626,708 | +4.4% | 2.20% | -5.4% |
| BSCJ | Buy | Guggenheim BulletShares 2019 Corporate Bond ETFbond etf | $34,301,000 | +4.8% | 1,627,202 | +4.4% | 2.20% | -5.0% |
| BSCL | Buy | Guggenheim BulletShares 2021 Corporate Bond ETFbond etf | $34,144,000 | +4.3% | 1,646,282 | +4.4% | 2.18% | -5.5% |
| BSCK | Buy | Guggenheim BulletShares 2020 Corporate Bond ETFbond etf | $34,131,000 | +4.5% | 1,619,096 | +4.4% | 2.18% | -5.3% |
| SBUX | Sell | Starbucks Corpordinary shares | $31,224,000 | +15.9% | 549,340 | -0.3% | 2.00% | +5.0% |
| IPGP | Buy | IPG Photonics Corpordinary shares | $29,358,000 | -28.9% | 188,109 | +0.5% | 1.88% | -35.6% |
| IONS | Buy | Ionis Pharmaceuticals Incordinary shares | $27,681,000 | +24.1% | 536,670 | +0.3% | 1.77% | +12.4% |
| IBDP | Buy | iShares iBonds Dec 2024 Term Corporate ETFbond etf | $25,962,000 | +4.8% | 1,077,249 | +4.7% | 1.66% | -5.0% |
| IBDO | Buy | iShares iBonds Dec 2023 Term Corporate ETFbond etf | $25,933,000 | +4.8% | 1,067,203 | +4.7% | 1.66% | -5.0% |
| IBDQ | Buy | iShares iBonds Dec 2025 Term Corporate ETFbond etf | $25,916,000 | +4.5% | 1,083,906 | +4.6% | 1.66% | -5.4% |
| MA | Sell | MasterCard Incordinary shares | $25,870,000 | +12.2% | 116,212 | -1.0% | 1.66% | +1.7% |
| MELI | Buy | MercadoLibre Incordinary shares | $25,090,000 | +15.0% | 73,691 | +1.0% | 1.61% | +4.2% |
| DFJ | Buy | WisdomTree Japan Smallcap Dividend Fundequity etf | $22,997,000 | +4.1% | 297,267 | +3.6% | 1.47% | -5.6% |
| FB | Sell | Facebook Incordinary shares | $22,833,000 | -15.9% | 138,837 | -0.6% | 1.46% | -23.7% |
| DFE | Sell | WisdomTree Europe SmallCap Dividend Fundequity etf | $22,761,000 | -11.3% | 359,572 | -8.5% | 1.46% | -19.5% |
| AAPL | Sell | Apple Incordinary shares | $22,746,000 | +21.2% | 100,761 | -0.6% | 1.46% | +9.8% |
| ULTI | Buy | Ultimate Software Group Incordinary shares | $21,109,000 | +25.3% | 65,518 | +0.1% | 1.35% | +13.5% |
| RMD | Buy | ResMed Incordinary shares | $20,914,000 | +11.5% | 181,327 | +0.2% | 1.34% | +1.1% |
| BR | Sell | Broadridge Financial Solutions Incordinary shares | $20,555,000 | +13.4% | 155,776 | -1.1% | 1.32% | +2.7% |
| XPO | Buy | XPO Logistics Incordinary shares | $20,248,000 | +15.9% | 177,348 | +1.7% | 1.30% | +5.0% |
| MDT | Buy | Medtronic PLCordinary shares | $18,354,000 | +15.3% | 186,586 | +0.4% | 1.18% | +4.5% |
| GRUB | Buy | GrubHub Incordinary shares | $16,014,000 | +34.4% | 115,522 | +1.7% | 1.02% | +21.7% |
| AMT | Sell | American Tower Corpordinary shares | $13,692,000 | -0.6% | 94,232 | -1.3% | 0.88% | -9.9% |
| TDOC | Buy | Teladoc Health Incordinary shares | $13,470,000 | +143.1% | 155,996 | +63.4% | 0.86% | +120.5% |
| TEAM | Buy | Atlassian Corp PLCordinary shares | $13,185,000 | +55.0% | 137,139 | +0.8% | 0.84% | +40.4% |
| TXRH | Buy | Texas Roadhouse Incordinary shares | $13,180,000 | +7.6% | 190,214 | +1.7% | 0.84% | -2.5% |
| PAYC | Buy | Paycom Software Incordinary shares | $13,158,000 | +59.3% | 84,664 | +1.3% | 0.84% | +44.4% |
| COO | Buy | Cooper Companies Incordinary shares | $12,978,000 | +19.7% | 46,828 | +1.7% | 0.83% | +8.5% |
| IBDR | New | iShares iBonds Dec 2026 Term Corporate ETFbond etf | $12,351,000 | – | 530,521 | +100.0% | 0.79% | – |
| JLL | Buy | Jones Lang LaSalle Incordinary shares | $12,283,000 | -11.6% | 85,112 | +1.7% | 0.79% | -19.9% |
| SIVB | Buy | SVB FINANCIAL GROUPordinary shares | $12,162,000 | +9.2% | 39,126 | +1.5% | 0.78% | -1.0% |
| TCEHY | Buy | Tencent Holdings Ltdamerican depository receipts | $11,385,000 | +26.7% | 278,775 | +55.9% | 0.73% | +15.0% |
| GNTX | Buy | Gentex Corpordinary shares | $10,830,000 | -6.6% | 504,664 | +0.2% | 0.69% | -15.4% |
| WSO | Sell | Watsco Incordinary shares | $10,767,000 | -0.2% | 60,456 | -0.1% | 0.69% | -9.6% |
| AUSE | New | WisdomTree Australia Dividend Fundequity etf | $10,730,000 | – | 194,592 | +100.0% | 0.69% | – |
| KAR | Buy | KAR Auction Services Incordinary shares | $10,686,000 | +10.8% | 179,030 | +1.7% | 0.68% | +0.4% |
| DGS | Buy | WisdomTree Emerging Markets SmallCap Dividend Fundequity etf | $10,426,000 | -0.8% | 228,391 | +3.6% | 0.67% | -10.1% |
| LCII | Buy | LCI Industriesordinary shares | $10,386,000 | -6.6% | 125,432 | +1.7% | 0.66% | -15.3% |
| PRLB | Buy | Proto Labs Incordinary shares | $10,342,000 | +37.9% | 63,939 | +1.4% | 0.66% | +24.9% |
| FRCOY | Buy | Fast Retailing Co Ltdamerican depository receipts | $10,190,000 | +14.8% | 201,243 | +3.8% | 0.65% | +4.0% |
| NSRGY | Buy | Nestle SAamerican depository receipts | $9,741,000 | +11.3% | 117,078 | +3.6% | 0.62% | +0.8% |
| HAS | Buy | Hasbro Incordinary shares | $9,499,000 | +15.9% | 90,362 | +1.8% | 0.61% | +5.0% |
| PCTY | Buy | Paylocity Holding Corpordinary shares | $9,465,000 | +77.5% | 117,838 | +30.1% | 0.61% | +61.2% |
| BLX | Buy | Banco Latinoamericano de Comercio Exterior SAordinary shares | $9,460,000 | +3.1% | 452,202 | +21.3% | 0.60% | -6.6% |
| THO | New | Thor Industries Incordinary shares | $9,378,000 | – | 112,041 | +100.0% | 0.60% | – |
| DIS | Buy | Walt Disney Coordinary shares | $9,239,000 | +11.9% | 79,009 | +0.3% | 0.59% | +1.4% |
| SFTBY | Buy | SoftBank Group Corpamerican depository receipts | $9,197,000 | +44.7% | 184,874 | +3.7% | 0.59% | +31.2% |
| BSJI | Buy | Guggenheim BulletShares 2018 High Yld Corp Bd ETFbond etf | $9,196,000 | +4.5% | 365,980 | +4.4% | 0.59% | -5.3% |
| Z | Buy | Zillow Group Incordinary shares | $9,063,000 | -16.1% | 204,819 | +11.9% | 0.58% | -24.0% |
| NUVA | Buy | NuVasive Incordinary shares | $8,840,000 | +38.6% | 124,541 | +1.8% | 0.57% | +25.8% |
| STAG | Buy | STAG Industrial Incordinary shares | $8,668,000 | +2.7% | 315,215 | +1.7% | 0.56% | -6.9% |
| SABR | Buy | Sabre Corpordinary shares | $8,415,000 | +7.7% | 322,651 | +1.7% | 0.54% | -2.5% |
| NFLX | Sell | Netflix Incordinary shares | $8,151,000 | -4.7% | 21,787 | -0.3% | 0.52% | -13.6% |
| TSM | Buy | Taiwan Semiconductor Manufacturing Co Ltdamerican depository receipts | $7,833,000 | +25.1% | 177,376 | +3.6% | 0.50% | +13.3% |
| HDB | Buy | HDFC Bank Ltdamerican depository receipts | $7,772,000 | -7.2% | 82,591 | +3.6% | 0.50% | -15.9% |
| MKL | Buy | Markel Corpordinary shares | $7,755,000 | +10.9% | 6,525 | +1.1% | 0.50% | +0.4% |
| MIDD | Buy | Middleby Corpordinary shares | $7,697,000 | +24.5% | 59,505 | +0.5% | 0.49% | +13.1% |
| ANCX | Buy | Access National Corpordinary shares | $7,514,000 | -3.5% | 277,162 | +1.8% | 0.48% | -12.5% |
| NVO | Buy | NOVO NORDISK A/Samerican depository receipts | $7,486,000 | +5.8% | 158,799 | +3.5% | 0.48% | -4.2% |
| CHD | Buy | Church & Dwight Co Incordinary shares | $7,180,000 | +13.6% | 120,931 | +1.7% | 0.46% | +2.9% |
| EWY | Buy | iShares MSCI South Korea Capped ETFequity etf | $7,109,000 | +4.5% | 104,136 | +3.6% | 0.46% | -5.4% |
| CSTM | Buy | Constellium NVordinary shares | $6,687,000 | +24.2% | 541,440 | +3.6% | 0.43% | +12.6% |
| BUD | Buy | Anheuser Busch Inbev NVamerican depository receipts | $6,648,000 | +5.4% | 75,916 | +21.2% | 0.42% | -4.7% |
| SLB | Buy | Schlumberger NVordinary shares | $6,635,000 | -5.9% | 108,920 | +3.5% | 0.42% | -14.7% |
| CLB | Buy | Core Laboratories NVordinary shares | $6,599,000 | -4.9% | 56,974 | +3.6% | 0.42% | -13.9% |
| FAST | Sell | Fastenal Coordinary shares | $6,574,000 | +18.9% | 113,303 | -1.3% | 0.42% | +7.9% |
| ALRM | New | Alarm.Com Holdings Incordinary shares | $6,576,000 | – | 114,571 | +100.0% | 0.42% | – |
| CTSH | Buy | Cognizant Technology Solutions Corpordinary shares | $6,402,000 | -2.1% | 82,978 | +0.2% | 0.41% | -11.3% |
| CHRW | Buy | C.H. Robinson Worldwide Incordinary shares | $6,383,000 | +19.1% | 65,190 | +1.7% | 0.41% | +7.7% |
| COST | Buy | Costco Wholesale Corpordinary shares | $6,309,000 | +14.1% | 26,861 | +1.5% | 0.40% | +3.3% |
| MSFT | Buy | Microsoft Corpordinary shares | $6,276,000 | +16.8% | 54,873 | +0.7% | 0.40% | +6.1% |
| YUMC | Buy | Yum China Holdings Incordinary shares | $5,965,000 | -5.4% | 169,903 | +3.7% | 0.38% | -14.2% |
| BSJJ | Buy | Guggenheim BulletShares 2019 High Yld Corp Bd ETFbond etf | $5,732,000 | +5.0% | 236,194 | +4.6% | 0.37% | -4.9% |
| LASR | New | Nlight Incordinary shares | $5,733,000 | – | 258,122 | +100.0% | 0.37% | – |
| BSJK | Buy | Guggenheim BulletShares 2020 High Yld Corp Bd ETFbond etf | $5,704,000 | +4.9% | 234,497 | +4.6% | 0.36% | -4.9% |
| MKC | Buy | McCormick & Company Incordinary shares | $5,574,000 | +15.0% | 42,305 | +1.4% | 0.36% | +4.4% |
| CMP | Buy | Compass Minerals International Incordinary shares | $5,585,000 | +4.0% | 83,110 | +1.8% | 0.36% | -5.8% |
| VAR | Buy | Varian Medical Systems Incordinary shares | $5,570,000 | +0.1% | 49,760 | +1.7% | 0.36% | -9.4% |
| NMRK | Buy | Newmark Group Incordinary shares | $5,401,000 | +95.5% | 482,665 | +148.6% | 0.35% | +77.4% |
| LKFN | Buy | Lakeland Financial Corpordinary shares | $4,926,000 | -1.9% | 105,985 | +1.8% | 0.32% | -11.0% |
| AMGN | Buy | Amgen Incordinary shares | $4,759,000 | +13.9% | 22,957 | +1.4% | 0.30% | +3.4% |
| BIDU | Buy | Baidu Incamerican depository receipts | $4,741,000 | -3.0% | 20,730 | +3.1% | 0.30% | -12.2% |
| BRKB | Buy | Berkshire Hathaway Incordinary shares | $4,594,000 | +17.1% | 21,458 | +2.1% | 0.29% | +6.1% |
| ORLY | Sell | O'Reilly Automotive Incordinary shares | $4,534,000 | +22.5% | 13,054 | -3.5% | 0.29% | +11.1% |
| ZG | Buy | Zillow Group Incordinary shares | $4,512,000 | -17.0% | 102,076 | +12.2% | 0.29% | -24.7% |
| ABB | Buy | ABB Ltdamerican depository receipts | $4,461,000 | +12.5% | 188,768 | +3.6% | 0.28% | +1.8% |
| FANUY | Buy | Fanuc Corpamerican depository receipts | $4,261,000 | -2.0% | 226,517 | +3.3% | 0.27% | -11.1% |
| GLW | Buy | Corning Incordinary shares | $4,095,000 | +30.9% | 116,001 | +2.0% | 0.26% | +18.6% |
| CCI | Buy | Crown Castle International Corpordinary shares | $3,991,000 | +4.5% | 35,849 | +1.2% | 0.26% | -5.6% |
| CTRP | Buy | Ctrip.Com International Ltdamerican depository receipts | $3,915,000 | -19.1% | 105,315 | +3.6% | 0.25% | -26.6% |
| CFX | Sell | Colfax Corpordinary shares | $3,543,000 | +13.3% | 98,255 | -3.7% | 0.23% | +2.7% |
| CERN | Sell | Cerner Corpordinary shares | $3,230,000 | +4.0% | 50,152 | -3.5% | 0.21% | -5.5% |
| PEB | Buy | Pebblebrook Hotel Trustordinary shares | $2,756,000 | -4.6% | 75,777 | +1.7% | 0.18% | -13.7% |
| AFK | Buy | VanEck Vectors Africa Index ETFequity etf | $2,673,000 | -5.8% | 125,281 | +3.6% | 0.17% | -14.5% |
| ITW | Buy | Illinois Tool Works Incordinary shares | $2,160,000 | +4.3% | 15,309 | +2.5% | 0.14% | -5.5% |
| BND | Sell | Vanguard Total Bond Market Index Fundbond etf | $1,861,000 | -14.5% | 23,646 | -14.0% | 0.12% | -22.7% |
| PAYX | Sell | Paychex Incordinary shares | $1,788,000 | +7.3% | 24,277 | -0.5% | 0.11% | -3.4% |
| D | Sell | Dominion Energy Incordinary shares | $1,770,000 | +2.1% | 25,183 | -1.0% | 0.11% | -7.4% |
| VEA | Sell | Vanguard Developed Markets Index Fundequity etf | $1,261,000 | -10.0% | 29,133 | -10.8% | 0.08% | -18.2% |
| VO | Sell | Vanguard Mid Cap Index Fundequity etf | $1,256,000 | -11.5% | 7,652 | -15.0% | 0.08% | -20.0% |
| CME | Sell | CME Group Incordinary shares | $1,177,000 | +1.9% | 6,915 | -1.9% | 0.08% | -8.5% |
| VTR | Sell | Ventas Incordinary shares | $1,131,000 | -5.4% | 20,794 | -1.0% | 0.07% | -14.3% |
| JNJ | Sell | JOHNSON & JOHNSONordinary shares | $1,037,000 | +11.4% | 7,505 | -2.2% | 0.07% | 0.0% |
| WEC | Sell | WEC Energy Group Incordinary shares | $1,027,000 | +2.2% | 15,389 | -1.0% | 0.07% | -7.0% |
| WMT | Sell | Walmart Incordinary shares | $1,000,000 | +8.6% | 10,645 | -1.0% | 0.06% | -1.5% |
| TXN | Sell | Texas Instruments Incordinary shares | $973,000 | -4.0% | 9,065 | -1.5% | 0.06% | -13.9% |
| KO | Sell | Coca-Cola Coordinary shares | $841,000 | +3.8% | 18,217 | -1.4% | 0.05% | -5.3% |
| PG | Sell | Procter & Gamble Coordinary shares | $822,000 | +5.0% | 9,876 | -1.5% | 0.05% | -3.6% |
| UPS | Sell | United Parcel Service Incordinary shares | $766,000 | +8.5% | 6,561 | -1.3% | 0.05% | -2.0% |
| VWO | Sell | Vanguard Emerging Markets Stock Index Fundequity etf | $756,000 | -15.5% | 18,447 | -13.1% | 0.05% | -23.8% |
| PX | Sell | Praxair Incordinary shares | $639,000 | +0.3% | 3,976 | -1.2% | 0.04% | -8.9% |
| XOM | Sell | Exxon Mobil Corpordinary shares | $580,000 | +1.8% | 6,816 | -1.0% | 0.04% | -7.5% |
| VTIP | Buy | Vanguard Short-Term Inflation-Protected Securities Index Fundbond etf | $538,000 | +70.8% | 11,128 | +72.8% | 0.03% | +54.5% |
| VB | Sell | Vanguard Small-Cap Index Fundequity etf | $451,000 | -13.1% | 2,771 | -16.8% | 0.03% | -21.6% |
| MMM | Sell | 3M Coordinary shares | $410,000 | +5.9% | 1,946 | -1.0% | 0.03% | -3.7% |
| EHC | Buy | Encompass Health Corpordinary shares | $327,000 | +17.2% | 4,189 | +1.8% | 0.02% | +5.0% |
| OGE | Buy | OGE Energy Corpordinary shares | $284,000 | +5.2% | 7,810 | +1.8% | 0.02% | -5.3% |
| VNQ | Sell | Vanguard REIT Index Fundequity etf | $263,000 | -16.8% | 3,261 | -16.0% | 0.02% | -22.7% |
| EMN | Sell | Eastman Chemical Coordinary shares | $261,000 | -97.3% | 2,730 | -97.2% | 0.02% | -97.5% |
| DGX | Buy | Quest Diagnostics Incordinary shares | $267,000 | 0.0% | 2,474 | +1.8% | 0.02% | -10.5% |
| TSCO | New | Tractor Supply Coordinary shares | $230,000 | – | 2,526 | +100.0% | 0.02% | – |
| VCIT | New | Vanguard Intermediate Term Corporate Bond Etfbond etf | $225,000 | – | 2,698 | +100.0% | 0.01% | – |
| IFF | New | International Flavors & Fragrances Incordinary shares | $219,000 | – | 1,575 | +100.0% | 0.01% | – |
| UGI | New | UGI Corpordinary shares | $205,000 | – | 3,692 | +100.0% | 0.01% | – |
| NP | New | Neenah Incordinary shares | $204,000 | – | 2,366 | +100.0% | 0.01% | – |
| ADC | New | Agree Realty Corpordinary shares | $203,000 | – | 3,813 | +100.0% | 0.01% | – |
| SPY | New | SPY 18JAN19 250.0 Pput | $94,000 | – | 32,400 | +100.0% | 0.01% | – |
| VPLM | Voip-Pal.Com Incordinary shares | $15,000 | -6.2% | 195,000 | 0.0% | 0.00% | 0.0% | |
| New | In 15-JAN-2025 BEECH GROVE IND MULTI-SCH BLDG CORPbond | $17,000 | – | 20,000 | +100.0% | 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% | – | |
| CNEX | New | Cannon Exploration Incordinary shares | $0 | – | 1,100,000 | +100.0% | 0.00% | – |
| CLYW | New | Calypso Wireless Incordinary shares | $0 | – | 10,000 | +100.0% | 0.00% | – |
| BSRC | BioSolar Incordinary shares | $1,000 | -50.0% | 24,237 | 0.0% | 0.00% | – | |
| ADVR | Advanced Viral Research Corpordinary shares | $0 | – | 10,000 | 0.0% | 0.00% | – | |
| SBJX | Subjex Corpordinary shares | $0 | – | 1,286,747 | 0.0% | 0.00% | – | |
| LXRS | Lexington Resources Incordinary shares | $0 | – | 10,000 | 0.0% | 0.00% | – | |
| MSTF | Monarch Staffing Incordinary shares | $0 | – | 100,000 | 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% | – | |
| Exit | SPDR S&P 500 ETF Trustput | $0 | – | -34,000 | -100.0% | -0.01% | – | |
| DORM | Exit | Dorman Products Incordinary shares | $0 | – | -46,225 | -100.0% | -0.22% | – |
| VOO | Exit | Vanguard 500 Index Fundequity etf | $0 | – | -19,663 | -100.0% | -0.35% | – |
| AMWD | Exit | American Woodmark Corpordinary shares | $0 | – | -57,245 | -100.0% | -0.37% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
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.