$1.55 Billion is the total value of Motley Fool Wealth Management, LLC's 137 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Buy | AMAZON.COM INCordinary shares | $77,767,000 | +19.2% | 43,671 | +0.6% | 5.00% | +0.7% |
| ALGN | Buy | ALIGN TECHNOLOGY INCordinary shares | $58,073,000 | +41.9% | 204,244 | +4.5% | 3.74% | +19.8% |
| PYPL | Sell | PAYPAL HOLDINGS INCordinary shares | $55,306,000 | +17.6% | 532,607 | -4.8% | 3.56% | -0.7% |
| GOOG | Sell | ALPHABET INC-CL Cordinary shares | $51,553,000 | +10.1% | 43,938 | -2.8% | 3.32% | -7.0% |
| IONS | Buy | IONIS PHARMACEUTICALS INCordinary shares | $49,369,000 | +70.7% | 608,212 | +13.7% | 3.18% | +44.1% |
| MELI | Buy | MERCADOLIBRE INCordinary shares | $41,582,000 | +92.0% | 81,897 | +10.8% | 2.68% | +62.2% |
| SPLK | Buy | SPLUNK INCordinary shares | $40,229,000 | +33.4% | 322,867 | +12.3% | 2.59% | +12.7% |
| SBUX | Sell | STARBUCKS CORPordinary shares | $38,287,000 | +8.7% | 515,021 | -5.8% | 2.46% | -8.2% |
| CRM | Buy | SALESFORCE.COM INCordinary shares | $36,700,000 | +21.3% | 231,738 | +4.9% | 2.36% | +2.5% |
| BSCM | Sell | INVESCO BULLETSHARES 2022 CObond etf | $34,338,000 | -2.4% | 1,625,864 | -4.8% | 2.21% | -17.6% |
| BKNG | Sell | BOOKING HOLDINGS INCordinary shares | $34,138,000 | +0.2% | 19,565 | -1.0% | 2.20% | -15.3% |
| BSCL | Sell | INVESCO BULLETSHARES 2021 CObond etf | $33,020,000 | -3.5% | 1,570,157 | -4.8% | 2.12% | -18.5% |
| BSCK | Sell | INVESCO BULLETSHARES 2020 CObond etf | $32,742,000 | -4.2% | 1,542,959 | -4.8% | 2.11% | -19.1% |
| BSCJ | Sell | INVESCO BULLETSHARES 2019 CObond etf | $32,673,000 | -4.8% | 1,550,683 | -4.8% | 2.10% | -19.5% |
| IPGP | Buy | IPG PHOTONICS CORPordinary shares | $30,318,000 | +42.5% | 199,752 | +6.4% | 1.95% | +20.4% |
| NFLX | Sell | NETFLIX INCordinary shares | $27,415,000 | +26.2% | 76,888 | -5.3% | 1.76% | +6.5% |
| IBDQ | Sell | iShares iBonds Dec 2025 Term Corporate ETFbond etf | $25,715,000 | +0.5% | 1,033,981 | -4.6% | 1.66% | -15.1% |
| IBDP | Sell | iShares iBonds Dec 2024 Term Corporate ETFbond etf | $25,567,000 | -0.9% | 1,027,598 | -4.8% | 1.64% | -16.2% |
| IBDO | Sell | iShares iBonds Dec 2023 Term Corporate ETFbond etf | $25,460,000 | -1.5% | 1,018,010 | -4.8% | 1.64% | -16.8% |
| IBDR | Buy | iShares iBonds Dec 2026 Term Corporate ETFbond etf | $22,985,000 | +87.9% | 948,230 | +78.5% | 1.48% | +58.7% |
| FB | Sell | FACEBOOK INC-CLASS Aordinary shares | $22,798,000 | +25.4% | 136,768 | -1.3% | 1.47% | +6.0% |
| DFJ | Buy | WISDOMTREE JPN S/C DVD FUNDequity etf | $21,356,000 | +8.2% | 313,141 | +2.2% | 1.37% | -8.6% |
| ULTI | Sell | ULTIMATE SOFTWARE GROUP INCordinary shares | $20,635,000 | +29.7% | 62,507 | -3.8% | 1.33% | +9.6% |
| MA | Sell | MASTERCARD INC - Aordinary shares | $19,927,000 | -9.0% | 84,632 | -27.1% | 1.28% | -23.2% |
| RMD | Sell | RESMED INCordinary shares | $19,000,000 | -10.2% | 182,748 | -1.6% | 1.22% | -24.1% |
| IEUR | New | iShares Core MSCI Europe ETFequity etf | $18,983,000 | – | 413,834 | +100.0% | 1.22% | – |
| DFE | Sell | WISDOMTREE EUR S/C DIVIDENDequity etf | $18,905,000 | -4.1% | 323,516 | -12.4% | 1.22% | -18.9% |
| AMT | Sell | AMERICAN TOWER CORPordinary shares | $17,299,000 | +13.9% | 87,785 | -8.6% | 1.11% | -3.8% |
| MDT | Sell | MEDTRONIC PLCordinary shares | $17,202,000 | -1.1% | 188,871 | -1.2% | 1.11% | -16.5% |
| BR | Buy | BROADRIDGE FINANCIAL SOLUTIOordinary shares | $17,152,000 | +28.3% | 165,413 | +19.1% | 1.10% | +8.3% |
| BSCO | New | INVESCO BULLETSHARES 2024 CObond etf | $17,117,000 | – | 825,712 | +100.0% | 1.10% | – |
| WSO | Buy | WATSCO INCordinary shares | $16,048,000 | +50.7% | 112,063 | +46.4% | 1.03% | +27.4% |
| TEAM | Sell | ATLASSIAN CORP PLC-CLASS Aordinary shares | $15,656,000 | +24.9% | 139,297 | -1.1% | 1.01% | +5.5% |
| COO | Sell | COOPER COS INC/THEordinary shares | $14,228,000 | +16.1% | 48,041 | -0.2% | 0.92% | -1.9% |
| PAYC | Sell | PAYCOM SOFTWARE INCordinary shares | $13,386,000 | +25.4% | 70,779 | -18.8% | 0.86% | +5.9% |
| ALRM | Sell | ALARM.COM HOLDINGS INCordinary shares | $13,319,000 | +21.6% | 205,220 | -2.8% | 0.86% | +2.8% |
| JLL | Sell | JONES LANG LASALLE INCordinary shares | $13,190,000 | +19.4% | 85,548 | -2.0% | 0.85% | +0.8% |
| TCEHY | Buy | TENCENT HOLDINGS LTD-UNS ADRamerican depository receipts | $13,095,000 | +16.5% | 284,806 | +0.0% | 0.84% | -1.5% |
| TXRH | Sell | TEXAS ROADHOUSE INCordinary shares | $12,140,000 | +3.9% | 195,204 | -0.2% | 0.78% | -12.2% |
| NSRGY | Buy | NESTLE SA-SPONS ADRamerican depository receipts | $11,756,000 | +20.0% | 123,332 | +1.9% | 0.76% | +1.5% |
| XPO | Sell | XPO LOGISTICS INCordinary shares | $11,623,000 | -6.6% | 216,273 | -0.9% | 0.75% | -21.1% |
| AAPL | Buy | APPLE INCordinary shares | $11,510,000 | +20.7% | 60,596 | +0.2% | 0.74% | +2.1% |
| DGS | Buy | WISDOMTREE EM SMALL CAPequity etf | $11,333,000 | +14.9% | 240,573 | +2.1% | 0.73% | -3.1% |
| BSJJ | Buy | INVESCO BULLETSHARES 2019 HIbond etf | $11,268,000 | +101.5% | 469,504 | +98.5% | 0.72% | +70.2% |
| BSJK | Buy | INVESCO BULLETSHARES 2020 HIbond etf | $11,252,000 | +104.5% | 467,267 | +99.0% | 0.72% | +72.8% |
| GNTX | Sell | GENTEX CORPordinary shares | $10,518,000 | +0.7% | 508,613 | -1.6% | 0.68% | -14.9% |
| HDB | Buy | HDFC BANK LTD-ADRamerican depository receipts | $10,085,000 | +14.1% | 87,010 | +1.9% | 0.65% | -3.7% |
| FRCOY | Buy | FAST RETAILING CO-UNSPON ADRamerican depository receipts | $9,988,000 | -6.0% | 212,732 | +2.1% | 0.64% | -20.5% |
| LCII | Buy | LCI INDUSTRIESordinary shares | $9,969,000 | +16.0% | 129,776 | +0.9% | 0.64% | -1.8% |
| STAG | Buy | STAG INDUSTRIAL INCordinary shares | $9,596,000 | +19.3% | 323,636 | +0.1% | 0.62% | +0.8% |
| SFTBY | Buy | SOFTBANK GROUP CORP-UNSP ADRamerican depository receipts | $9,476,000 | +53.0% | 194,778 | +2.5% | 0.61% | +29.2% |
| BLX | Buy | BANCO LATINOAMERICANO COME-Eordinary shares | $9,253,000 | +15.9% | 464,521 | +0.7% | 0.60% | -2.0% |
| SIVB | Sell | SVB FINANCIAL GROUPordinary shares | $8,925,000 | +17.0% | 40,137 | -0.0% | 0.57% | -1.2% |
| TDOC | Buy | TELADOC HEALTH INCordinary shares | $8,912,000 | +12.6% | 160,293 | +0.4% | 0.57% | -4.8% |
| NVO | Buy | NOVO-NORDISK A/S-SPONS ADRamerican depository receipts | $8,751,000 | +16.0% | 167,288 | +2.1% | 0.56% | -2.1% |
| EMN | New | EASTMAN CHEMICAL COordinary shares | $8,477,000 | – | 111,717 | +100.0% | 0.55% | – |
| BAM | New | BROOKFIELD ASSET MANAGE-CL Aamerican depository receipts | $8,316,000 | – | 178,259 | +100.0% | 0.54% | – |
| GRUB | Sell | GRUBHUB INCordinary shares | $8,233,000 | -9.8% | 118,515 | -0.2% | 0.53% | -23.7% |
| YUMC | Buy | YUM CHINA HOLDINGS INCordinary shares | $8,038,000 | +37.3% | 178,984 | +2.5% | 0.52% | +15.9% |
| HAS | Sell | HASBRO INCordinary shares | $7,932,000 | +4.6% | 93,295 | -0.0% | 0.51% | -11.8% |
| TSM | Buy | TAIWAN SEMICONDUCTOR-SP ADRamerican depository receipts | $7,654,000 | +13.3% | 186,857 | +2.1% | 0.49% | -4.3% |
| SPY | Sell | SPDR S&P 500 ETF Trustput | $7,627,000 | -7.0% | 27,000 | -17.7% | 0.49% | -21.3% |
| PCTY | Sell | PAYLOCITY HOLDING CORPordinary shares | $7,627,000 | +5.1% | 85,518 | -29.1% | 0.49% | -11.2% |
| FAST | Sell | FASTENAL COordinary shares | $7,406,000 | +22.3% | 115,168 | -0.6% | 0.48% | +3.5% |
| THO | Buy | THOR INDUSTRIES INCordinary shares | $7,326,000 | +22.7% | 117,453 | +2.3% | 0.47% | +3.5% |
| VIVHY | New | VIVENDI SA-UNSPON ADRamerican depository receipts | $7,265,000 | – | 251,006 | +100.0% | 0.47% | – |
| NUVA | Sell | NUVASIVE INCordinary shares | $7,264,000 | +14.4% | 127,915 | -0.2% | 0.47% | -3.5% |
| VAR | Sell | VARIAN MEDICAL SYSTEMS INCordinary shares | $7,235,000 | +24.8% | 51,049 | -0.2% | 0.47% | +5.4% |
| SABR | Buy | SABRE CORPordinary shares | $7,087,000 | -0.9% | 331,324 | +0.3% | 0.46% | -16.3% |
| PRLB | Sell | PROTO LABS INCordinary shares | $6,896,000 | -7.0% | 65,593 | -0.3% | 0.44% | -21.4% |
| LASR | Buy | NLIGHT INCordinary shares | $6,773,000 | +25.9% | 304,003 | +0.5% | 0.44% | +6.3% |
| BUD | Buy | ANHEUSER-BUSCH INBEV SPN ADRamerican depository receipts | $6,721,000 | +30.9% | 80,044 | +2.6% | 0.43% | +10.7% |
| Z | Sell | ZILLOW GROUP INC - Cordinary shares | $6,718,000 | +5.5% | 193,378 | -4.1% | 0.43% | -10.9% |
| EWY | Buy | ISHARES MSCI SOUTH KOREA ETFequity etf | $6,687,000 | +5.8% | 109,705 | +2.1% | 0.43% | -10.8% |
| MKC | Sell | MCCORMICK & CO-NON VTG SHRSordinary shares | $6,544,000 | +8.1% | 43,444 | -0.1% | 0.42% | -8.7% |
| MSFT | Buy | MICROSOFT CORPordinary shares | $6,468,000 | +21.1% | 54,844 | +4.3% | 0.42% | +2.2% |
| CCI | Buy | CROWN CASTLE INTL CORPordinary shares | $6,277,000 | +56.7% | 49,041 | +33.0% | 0.40% | +32.5% |
| CNA | New | CNA FINANCIAL CORPordinary shares | $6,077,000 | – | 140,187 | +100.0% | 0.39% | – |
| CHRW | Sell | C.H. ROBINSON WORLDWIDE INCordinary shares | $5,818,000 | +3.2% | 66,877 | -0.2% | 0.37% | -13.0% |
| IBDS | New | iShares iBonds Dec 2027 Term Corporate ETFbond etf | $5,753,000 | – | 234,541 | +100.0% | 0.37% | – |
| LKFN | Buy | LAKELAND FINANCIAL CORPordinary shares | $5,585,000 | +28.5% | 123,514 | +14.1% | 0.36% | +8.5% |
| JBT | New | JOHN BEAN TECHNOLOGIES CORPordinary shares | $5,374,000 | – | 58,487 | +100.0% | 0.35% | – |
| MKL | Sell | MARKEL CORPordinary shares | $5,004,000 | -27.4% | 5,023 | -24.4% | 0.32% | -38.7% |
| SLB | Buy | SCHLUMBERGER LTDordinary shares | $4,993,000 | +23.7% | 114,599 | +2.4% | 0.32% | +4.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC-CL Bordinary shares | $4,898,000 | +5.4% | 24,383 | +7.1% | 0.32% | -11.0% |
| ORLY | Sell | O'REILLY AUTOMOTIVE INCordinary shares | $4,854,000 | +6.5% | 12,501 | -5.6% | 0.31% | -10.1% |
| CTRP | Buy | CTRIP.COM INTERNATIONAL-ADRamerican depository receipts | $4,847,000 | +64.2% | 110,945 | +1.7% | 0.31% | +38.7% |
| EQIX | Buy | EQUINIX INCordinary shares | $4,830,000 | +418.8% | 10,659 | +303.8% | 0.31% | +338.0% |
| COST | Sell | COSTCO WHOLESALE CORPordinary shares | $4,821,000 | -12.5% | 19,910 | -26.4% | 0.31% | -26.2% |
| AMGN | Buy | AMGEN INCordinary shares | $4,802,000 | +3.4% | 25,274 | +5.9% | 0.31% | -12.7% |
| VOO | Buy | VANGUARD S&P 500 ETFequity etf | $4,417,000 | +14.3% | 17,017 | +1.2% | 0.28% | -3.4% |
| GLW | Buy | CORNING INCordinary shares | $4,267,000 | +15.4% | 128,914 | +5.4% | 0.28% | -2.5% |
| NMRK | Buy | NEWMARK GROUP INC-CLASS Aordinary shares | $4,266,000 | +7.8% | 511,543 | +3.6% | 0.28% | -8.9% |
| FANUY | Buy | FANUC CORP-UNSP ADRamerican depository receipts | $4,067,000 | +16.0% | 238,652 | +2.5% | 0.26% | -1.9% |
| ABB | Buy | ABB LTD-SPON ADRamerican depository receipts | $3,753,000 | +1.4% | 198,861 | +2.1% | 0.24% | -14.2% |
| BIDU | Buy | BAIDU INC - SPON ADRamerican depository receipts | $3,607,000 | +5.4% | 21,878 | +1.4% | 0.23% | -11.1% |
| ZG | Sell | ZILLOW GROUP INC - Aordinary shares | $3,295,000 | +4.3% | 96,338 | -4.1% | 0.21% | -12.0% |
| AFK | Buy | VANECK VECTORS AFRICA INDEXequity etf | $2,839,000 | +11.6% | 131,981 | +2.0% | 0.18% | -5.7% |
| MIDD | Sell | MIDDLEBY CORPordinary shares | $2,794,000 | -52.6% | 21,485 | -62.5% | 0.18% | -59.9% |
| CERN | Sell | CERNER CORPordinary shares | $2,747,000 | +3.9% | 48,024 | -4.7% | 0.18% | -11.9% |
| PEB | Buy | PEBBLEBROOK HOTEL TRUSTordinary shares | $2,617,000 | +19.0% | 84,247 | +8.4% | 0.17% | 0.0% |
| ITW | Buy | ILLINOIS TOOL WORKSordinary shares | $2,488,000 | +22.3% | 17,332 | +7.9% | 0.16% | +3.2% |
| CTSH | Sell | COGNIZANT TECH SOLUTIONS-Aordinary shares | $2,172,000 | -57.2% | 29,974 | -62.5% | 0.14% | -63.8% |
| PAYX | Sell | PAYCHEX INCordinary shares | $1,901,000 | +21.6% | 23,707 | -1.2% | 0.12% | +2.5% |
| D | Sell | DOMINION ENERGY INCordinary shares | $1,885,000 | +6.0% | 24,592 | -1.2% | 0.12% | -10.4% |
| BND | Sell | VANGUARD TOTAL BOND MARKETbond etf | $1,763,000 | -2.7% | 21,723 | -5.0% | 0.11% | -18.1% |
| DIS | Buy | WALT DISNEY CO/THEordinary shares | $1,543,000 | +6.4% | 13,893 | +5.1% | 0.10% | -10.0% |
| VTR | Buy | VENTAS INC.ordinary shares | $1,313,000 | +9.1% | 20,584 | +0.2% | 0.08% | -7.6% |
| VO | Buy | VANGUARD MID-CAP ETFequity etf | $1,236,000 | +16.6% | 7,691 | +0.2% | 0.08% | -1.2% |
| VEA | Buy | VANGUARD FTSE DEVELOPED ETFequity etf | $1,214,000 | +10.7% | 29,709 | +0.5% | 0.08% | -7.1% |
| WEC | Buy | WEC ENERGY GROUP INCordinary shares | $1,205,000 | +14.4% | 15,235 | +0.2% | 0.08% | -2.5% |
| CME | Buy | CME GROUP INCordinary shares | $1,132,000 | -12.0% | 6,877 | +0.5% | 0.07% | -25.5% |
| UPS | Buy | UNITED PARCEL SERVICE-CL Bordinary shares | $1,068,000 | +14.7% | 9,561 | +0.2% | 0.07% | -2.8% |
| JNJ | Buy | JOHNSON & JOHNSONordinary shares | $1,045,000 | +9.1% | 7,473 | +0.7% | 0.07% | -8.2% |
| WMT | Buy | WALMART INCordinary shares | $1,028,000 | +4.9% | 10,538 | +0.2% | 0.07% | -12.0% |
| PG | Buy | PROCTER & GAMBLE CO/THEordinary shares | $1,017,000 | +13.4% | 9,776 | +0.2% | 0.06% | -4.4% |
| TXN | Buy | TEXAS INSTRUMENTS INCordinary shares | $952,000 | +12.5% | 8,973 | +0.2% | 0.06% | -4.7% |
| KO | Buy | COCA-COLA CO/THEordinary shares | $850,000 | -0.2% | 18,133 | +0.8% | 0.06% | -15.4% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKEequity etf | $797,000 | +11.6% | 18,756 | +0.0% | 0.05% | -5.6% |
| VTIP | Sell | VANGUARD SHORT-TERM TIPSbond etf | $427,000 | -14.1% | 8,762 | -15.5% | 0.03% | -28.9% |
| DGX | Buy | QUEST DIAGNOSTICS INCordinary shares | $399,000 | +90.9% | 4,437 | +76.7% | 0.03% | +62.5% |
| MMM | Buy | 3M COordinary shares | $401,000 | +9.3% | 1,928 | +0.2% | 0.03% | -7.1% |
| VB | Sell | VANGUARD SMALL-CAP ETFequity etf | $408,000 | +14.0% | 2,667 | -1.6% | 0.03% | -3.7% |
| ADC | Buy | AGREE REALTY CORPordinary shares | $389,000 | +69.9% | 5,612 | +45.0% | 0.02% | +47.1% |
| OGE | Buy | OGE ENERGY CORPordinary shares | $352,000 | +13.2% | 8,165 | +3.0% | 0.02% | -4.2% |
| VNQ | Buy | VANGUARD REAL ESTATE ETFequity etf | $305,000 | +23.0% | 3,508 | +5.4% | 0.02% | +5.3% |
| TSCO | Buy | TRACTOR SUPPLY COMPANYordinary shares | $259,000 | +21.0% | 2,649 | +3.3% | 0.02% | +6.2% |
| EHC | Buy | ENCOMPASS HEALTH CORPordinary shares | $256,000 | -2.3% | 4,380 | +3.0% | 0.02% | -20.0% |
| UGI | New | UGI CORPordinary shares | $214,000 | – | 3,860 | +100.0% | 0.01% | – |
| GETG | New | GREEN EARTH TECHNOLOGIES INCordinary shares | $0 | – | 137,500 | +100.0% | 0.00% | – |
| HTDS | New | HARD TO TREAT DISEASES INCordinary shares | $0 | – | 199,800 | +100.0% | 0.00% | – |
| New | INFINITY MEDICAL GROUP INCordinary shares | $0 | – | 182,300 | +100.0% | 0.00% | – | |
| CLYW | New | CALYPSO WIRELESS INCordinary shares | $0 | – | 10,000 | +100.0% | 0.00% | – |
| LXRS | New | LEXINGTON RESOURCES INCordinary shares | $0 | – | 10,000 | +100.0% | 0.00% | – |
| MSTF | New | MONARCH STAFFING INCordinary shares | $0 | – | 100,000 | +100.0% | 0.00% | – |
| SBJX | New | SUBJEX CORPORATIONordinary shares | $0 | – | 1,286,747 | +100.0% | 0.00% | – |
| ZCBD | Exit | PLATFORMS WIRELESS INTERNATIordinary shares | $0 | – | -33,100 | -100.0% | 0.00% | – |
| VPLM | VOIP-PAL.COM INCordinary shares | $4,000 | -75.0% | 195,000 | 0.0% | 0.00% | -100.0% | |
| IFF | Exit | INTL FLAVORS & FRAGRANCESordinary shares | $0 | – | -1,599 | -100.0% | -0.02% | – |
| VCIT | Exit | VANGUARD INT-TERM CORPORATEbond etf | $0 | – | -2,747 | -100.0% | -0.02% | – |
| LIN | Exit | LINDE PLCordinary shares | $0 | – | -3,737 | -100.0% | -0.04% | – |
| CLB | Exit | CORE LABORATORIES N.V.ordinary shares | $0 | – | -58,634 | -100.0% | -0.27% | – |
| CMP | Exit | COMPASS MINERALS INTERNATIONordinary shares | $0 | – | -84,863 | -100.0% | -0.27% | – |
| CSTM | Exit | CONSTELLIUM NV- CLASS Aordinary shares | $0 | – | -558,217 | -100.0% | -0.30% | – |
| CHD | Exit | CHURCH & DWIGHT CO INCordinary shares | $0 | – | -124,302 | -100.0% | -0.62% | – |
| KAR | Exit | KAR AUCTION SERVICES INCordinary shares | $0 | – | -184,048 | -100.0% | -0.67% | – |
| EWA | Exit | ISHARES MSCI AUSTRALIA ETFequity etf | $0 | – | -511,709 | -100.0% | -0.75% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-07
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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.