$1.51 Billion is the total value of Motley Fool Wealth Management, LLC's 137 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 16.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Sell | AMAZON.COM INCordinary shares | $75,680,000 | -8.7% | 43,597 | -0.4% | 5.00% | -3.8% |
| SPLK | Buy | SPLUNK INCordinary shares | $57,539,000 | +31.9% | 488,201 | +40.7% | 3.80% | +39.0% |
| PYPL | Sell | PAYPAL HOLDINGS INCordinary shares | $55,215,000 | -9.8% | 533,019 | -0.4% | 3.65% | -5.0% |
| GOOG | Sell | ALPHABET INC-CL Cordinary shares | $53,771,000 | +12.6% | 44,111 | -0.2% | 3.55% | +18.6% |
| MELI | Sell | MERCADOLIBRE INCordinary shares | $47,803,000 | -10.0% | 86,721 | -0.1% | 3.16% | -5.2% |
| SBUX | Sell | STARBUCKS CORPordinary shares | $44,523,000 | +4.9% | 503,545 | -0.5% | 2.94% | +10.5% |
| BKNG | Sell | BOOKING HOLDINGS INCordinary shares | $38,249,000 | +3.4% | 19,489 | -1.2% | 2.53% | +9.0% |
| CRM | Sell | SALESFORCE.COM INCordinary shares | $35,413,000 | -2.7% | 238,571 | -0.5% | 2.34% | +2.6% |
| NFLX | Buy | NETFLIX INCordinary shares | $35,270,000 | +27.3% | 131,792 | +74.7% | 2.33% | +34.1% |
| IBDR | Buy | ISHARES IBONDS DEC 2026 TERMbond etfs | $33,477,000 | +31.1% | 1,314,387 | +29.0% | 2.21% | +38.1% |
| IBDS | Buy | ISHRS IBNDS DEC 27 CORP ETFbond etfs | $33,359,000 | +291.3% | 1,286,983 | +284.8% | 2.20% | +312.5% |
| IPGP | Buy | IPG PHOTONICS CORPordinary shares | $28,394,000 | -11.9% | 209,394 | +0.2% | 1.88% | -7.2% |
| IBDQ | Sell | ISHARES IBONDS DEC 2025 TERMbond etfs | $25,246,000 | -1.2% | 975,507 | -2.2% | 1.67% | +4.1% |
| IBDP | Sell | ISHARES IBONDS DEC 2024 TERMbond etfs | $24,906,000 | -1.4% | 969,488 | -2.2% | 1.64% | +3.9% |
| BSCM | Sell | INVESCO BULLETSHARES 2022 CObond etfs | $24,884,000 | -25.9% | 1,157,928 | -26.2% | 1.64% | -21.9% |
| BSCL | Sell | INVESCO BULLETSHARES 2021 CObond etfs | $24,838,000 | -22.6% | 1,168,318 | -22.9% | 1.64% | -18.5% |
| BSCK | Sell | INVESCO BULLETSHARES 2020 CObond etfs | $24,754,000 | -21.9% | 1,162,160 | -22.0% | 1.64% | -17.7% |
| IBDO | Sell | ISHARES IBONDS DEC 2023 TERMbond etfs | $24,587,000 | -1.5% | 960,443 | -2.2% | 1.62% | +3.8% |
| RMD | Sell | RESMED INCordinary shares | $24,230,000 | +9.9% | 179,339 | -0.8% | 1.60% | +15.8% |
| FB | Sell | FACEBOOK INC-CLASS Aordinary shares | $23,715,000 | -11.4% | 133,173 | -4.0% | 1.57% | -6.7% |
| DFJ | Sell | WISDOMTREE JPN S/C DVD FUNDequity etfs | $21,626,000 | +4.0% | 314,468 | -0.0% | 1.43% | +9.5% |
| ALGN | Sell | ALIGN TECHNOLOGY INCordinary shares | $21,344,000 | -63.6% | 117,974 | -44.9% | 1.41% | -61.6% |
| MDT | Buy | MEDTRONIC PLCordinary shares | $20,638,000 | +12.3% | 189,998 | +0.7% | 1.36% | +18.3% |
| BR | Sell | BROADRIDGE FINANCIAL SOLUTIOordinary shares | $20,263,000 | -2.9% | 162,849 | -0.4% | 1.34% | +2.3% |
| AMT | Buy | AMERICAN TOWER CORPordinary shares | $19,259,000 | +9.9% | 87,092 | +1.6% | 1.27% | +15.7% |
| MA | Sell | MASTERCARD INC - Aordinary shares | $19,095,000 | +1.0% | 70,315 | -1.6% | 1.26% | +6.4% |
| IEUR | Sell | ISHARES CORE MSCI EUROPEequity etfs | $19,021,000 | -1.9% | 415,849 | -0.0% | 1.26% | +3.4% |
| WSO | Sell | WATSCO INCordinary shares | $18,672,000 | +2.9% | 110,367 | -0.5% | 1.23% | +8.4% |
| DFE | Sell | WISDOMTREE EUR S/C DIVIDENDequity etfs | $18,162,000 | -4.2% | 324,846 | -0.0% | 1.20% | +0.9% |
| BSCO | Sell | INVESCO BULLETSHARES 2024 CObond etfs | $16,717,000 | -1.4% | 780,073 | -2.2% | 1.10% | +4.0% |
| BSCJ | Sell | INVESCO BULLETSHARES 2019 CObond etfs | $16,495,000 | -47.8% | 782,477 | -47.7% | 1.09% | -45.0% |
| TEAM | Sell | ATLASSIAN CORP PLC-CLASS Aordinary shares | $15,561,000 | -14.5% | 124,049 | -10.8% | 1.03% | -9.9% |
| IBDT | New | ISHARES IBONDS DEC 2028 ETFbond etfs | $15,321,000 | – | 552,121 | +100.0% | 1.01% | – |
| HHC | Buy | HOWARD HUGHES CORP/THEordinary shares | $14,168,000 | +5.4% | 109,319 | +0.7% | 0.94% | +11.2% |
| COO | Sell | COOPER COS INC/THEordinary shares | $13,841,000 | -13.4% | 46,602 | -1.8% | 0.91% | -8.8% |
| GNTX | Sell | GENTEX CORPordinary shares | $13,760,000 | +11.2% | 499,711 | -0.7% | 0.91% | +17.1% |
| XPO | Sell | XPO LOGISTICS INCordinary shares | $12,638,000 | +21.5% | 176,580 | -1.9% | 0.84% | +28.1% |
| TCEHY | Buy | TENCENT HOLDINGS LTD-UNS ADRamerican depository receipts | $11,886,000 | -7.9% | 285,506 | +0.1% | 0.78% | -3.0% |
| EVBG | New | EVERBRIDGE INCordinary shares | $11,724,000 | – | 189,986 | +100.0% | 0.77% | – |
| VIVHY | Sell | VIVENDI SA-UNSPON ADRamerican depository receipts | $11,632,000 | -0.4% | 425,624 | -0.0% | 0.77% | +4.9% |
| LCII | Sell | LCI INDUSTRIESordinary shares | $11,585,000 | +0.3% | 126,130 | -1.7% | 0.76% | +5.7% |
| JLL | Sell | JONES LANG LASALLE INCordinary shares | $11,540,000 | -2.9% | 82,989 | -1.8% | 0.76% | +2.3% |
| HAS | Sell | HASBRO INCordinary shares | $10,777,000 | +10.6% | 90,803 | -1.6% | 0.71% | +16.5% |
| DGS | Sell | WISDOMTREE EM SMALL CAPequity etfs | $10,703,000 | -6.0% | 241,598 | -0.1% | 0.71% | -0.8% |
| BSJK | Sell | INVESCO BULLETSHARES 2020 HIbond etfs | $10,557,000 | -2.7% | 440,889 | -2.1% | 0.70% | +2.5% |
| TDOC | Sell | TELADOC HEALTH INCordinary shares | $10,537,000 | +0.2% | 155,593 | -1.7% | 0.70% | +5.6% |
| HDB | Buy | HDFC BANK LTD-ADRamerican depository receipts | $9,964,000 | -12.3% | 174,658 | +99.8% | 0.66% | -7.6% |
| CNA | Sell | CNA FINANCIAL CORPordinary shares | $9,523,000 | +3.0% | 193,356 | -1.6% | 0.63% | +8.4% |
| BAM | Sell | BROOKFIELD ASSET MANAGE-CL Aordinary shares | $9,504,000 | +11.1% | 179,016 | -0.0% | 0.63% | +17.2% |
| ALRM | Sell | ALARM.COM HOLDINGS INCordinary shares | $9,450,000 | -12.9% | 202,614 | -0.1% | 0.62% | -8.2% |
| BLX | Buy | BANCO LATINOAMERICANO COME-Eordinary shares | $9,335,000 | -2.8% | 468,137 | +1.5% | 0.62% | +2.3% |
| TSM | Sell | TAIWAN SEMICONDUCTOR-SP ADRamerican depository receipts | $8,722,000 | +18.6% | 187,649 | -0.0% | 0.58% | +24.9% |
| NVO | Sell | NOVO-NORDISK A/S-SPONS ADRamerican depository receipts | $8,685,000 | +1.2% | 167,998 | -0.0% | 0.57% | +6.7% |
| PAYC | Sell | PAYCOM SOFTWARE INCordinary shares | $8,650,000 | -10.3% | 41,291 | -2.9% | 0.57% | -5.5% |
| NSRGY | Sell | NESTLE SA-SPONS ADRamerican depository receipts | $8,386,000 | -34.5% | 77,366 | -37.6% | 0.55% | -31.0% |
| CMCSA | Buy | COMCAST CORP-CLASS Aordinary shares | $8,371,000 | +10.7% | 185,695 | +3.8% | 0.55% | +16.7% |
| MSFT | Buy | MICROSOFT CORPordinary shares | $8,324,000 | +7.8% | 59,874 | +3.9% | 0.55% | +13.6% |
| YUMC | Sell | YUM CHINA HOLDINGS INCordinary shares | $8,166,000 | -1.7% | 179,743 | -0.0% | 0.54% | +3.5% |
| SIVB | Sell | SVB FINANCIAL GROUPordinary shares | $8,136,000 | -8.6% | 38,936 | -1.8% | 0.54% | -3.8% |
| PCTY | Sell | PAYLOCITY HOLDING CORPordinary shares | $8,092,000 | +2.2% | 82,924 | -1.8% | 0.53% | +7.7% |
| LKFN | Sell | LAKELAND FINANCIAL CORPordinary shares | $8,065,000 | -7.6% | 183,387 | -1.6% | 0.53% | -2.6% |
| EMN | Sell | EASTMAN CHEMICAL COordinary shares | $8,042,000 | -6.0% | 108,920 | -0.9% | 0.53% | -0.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC-CL Bordinary shares | $7,994,000 | +43.6% | 38,430 | +47.2% | 0.53% | +51.3% |
| FAST | Buy | FASTENAL COordinary shares | $7,893,000 | +3.3% | 241,613 | +3.0% | 0.52% | +8.8% |
| SPY | Buy | SPDR S&P 500 ETF Trustput | $7,835,000 | +2.8% | 26,400 | +1.5% | 0.52% | +8.2% |
| SFTBY | Buy | SOFTBANK GROUP CORP-UNSP ADRamerican depository receipts | $7,656,000 | -18.4% | 391,211 | +99.9% | 0.51% | -13.9% |
| BUD | Buy | ANHEUSER-BUSCH INBEV SPN ADRamerican depository receipts | $7,644,000 | +8.2% | 80,333 | +0.6% | 0.50% | +14.0% |
| FRCOY | Buy | FAST RETAILING CO-UNSPON ADRamerican depository receipts | $7,532,000 | -1.7% | 126,801 | +0.1% | 0.50% | +3.5% |
| CCI | Buy | CROWN CASTLE INTL CORPordinary shares | $7,397,000 | +10.4% | 53,209 | +3.5% | 0.49% | +16.2% |
| TYL | New | TYLER TECHNOLOGIES INCordinary shares | $7,249,000 | – | 27,614 | +100.0% | 0.48% | – |
| SABR | Sell | SABRE CORPordinary shares | $7,220,000 | -0.1% | 322,380 | -1.0% | 0.48% | +5.3% |
| AAPL | Sell | APPLE INCordinary shares | $7,213,000 | -42.7% | 32,207 | -49.3% | 0.48% | -39.7% |
| EQIX | Buy | EQUINIX INCordinary shares | $6,682,000 | +18.3% | 11,584 | +3.4% | 0.44% | +24.6% |
| MKC | Sell | MCCORMICK & CO-NON VTG SHRSordinary shares | $6,605,000 | -1.4% | 42,256 | -2.2% | 0.44% | +3.8% |
| PRLB | Sell | PROTO LABS INCordinary shares | $6,497,000 | -14.2% | 63,631 | -2.5% | 0.43% | -9.7% |
| THO | Sell | THOR INDUSTRIES INCordinary shares | $6,470,000 | -4.0% | 114,227 | -1.0% | 0.43% | +0.9% |
| EWY | Sell | ISHARES MSCI SOUTH KOREA ETFequity etfs | $6,207,000 | -5.9% | 110,171 | -0.0% | 0.41% | -1.0% |
| TMSNY | Buy | TEMENOS AG-SP ADRamerican depository receipts | $6,129,000 | +51.2% | 36,542 | +61.1% | 0.40% | +59.4% |
| VAR | Sell | VARIAN MEDICAL SYSTEMS INCordinary shares | $5,898,000 | -14.1% | 49,522 | -1.8% | 0.39% | -9.5% |
| TXRH | Sell | TEXAS ROADHOUSE INCordinary shares | $5,801,000 | -28.9% | 110,462 | -27.3% | 0.38% | -25.0% |
| STAG | Sell | STAG INDUSTRIAL INCordinary shares | $5,709,000 | -4.5% | 193,661 | -2.0% | 0.38% | +0.5% |
| JBT | Sell | JOHN BEAN TECHNOLOGIES CORPordinary shares | $5,653,000 | -19.4% | 56,858 | -1.7% | 0.37% | -15.0% |
| PEN | Sell | PENUMBRA INCordinary shares | $5,610,000 | -16.8% | 41,716 | -1.0% | 0.37% | -12.5% |
| Z | Sell | ZILLOW GROUP INC - Cordinary shares | $5,592,000 | -36.9% | 187,538 | -1.8% | 0.37% | -33.5% |
| MKL | Buy | MARKEL CORPordinary shares | $5,120,000 | +9.0% | 4,332 | +0.5% | 0.34% | +15.0% |
| ORLY | Buy | O'REILLY AUTOMOTIVE INCordinary shares | $5,030,000 | +10.0% | 12,623 | +2.0% | 0.33% | +15.7% |
| COST | Sell | COSTCO WHOLESALE CORPordinary shares | $4,748,000 | +8.3% | 16,479 | -0.6% | 0.31% | +14.2% |
| GRUB | Sell | GRUBHUB INCordinary shares | $4,759,000 | -47.9% | 84,657 | -27.7% | 0.31% | -45.1% |
| HSKA | Buy | HESKA CORPordinary shares | $4,695,000 | +15.3% | 66,246 | +38.6% | 0.31% | +21.6% |
| LASR | Sell | NLIGHT INCordinary shares | $4,620,000 | -19.3% | 295,039 | -1.0% | 0.30% | -15.0% |
| FANUY | Sell | FANUC CORP-UNSP ADRamerican depository receipts | $4,511,000 | +1.8% | 239,666 | -0.0% | 0.30% | +7.2% |
| NMRK | Sell | NEWMARK GROUP INC-CLASS Aordinary shares | $4,511,000 | -0.0% | 497,900 | -0.9% | 0.30% | +5.3% |
| VOO | Sell | VANGUARD S&P 500 ETFequity etfs | $4,447,000 | -0.7% | 16,314 | -1.9% | 0.29% | +4.6% |
| GLW | Buy | CORNING INCordinary shares | $4,034,000 | -11.1% | 141,450 | +3.6% | 0.27% | -6.3% |
| SLB | Buy | SCHLUMBERGER LTDordinary shares | $3,933,000 | -13.5% | 115,089 | +0.6% | 0.26% | -8.8% |
| ABB | Buy | ABB LTD-SPON ADRamerican depository receipts | $3,928,000 | -1.2% | 199,706 | +0.6% | 0.26% | +4.0% |
| CERN | Buy | CERNER CORPordinary shares | $3,306,000 | -5.2% | 48,491 | +2.0% | 0.22% | -0.5% |
| CTRP | Buy | CTRIP.COM INTERNATIONAL-ADRamerican depository receipts | $3,263,000 | -20.2% | 111,414 | +0.6% | 0.22% | -16.0% |
| ZG | Sell | ZILLOW GROUP INC - Aordinary shares | $2,760,000 | -36.5% | 93,420 | -1.6% | 0.18% | -33.1% |
| AFK | Sell | VANECK AFRICA INDEXequity etfs | $2,644,000 | -9.8% | 132,541 | -0.0% | 0.18% | -4.9% |
| D | Buy | DOMINION ENERGY INCordinary shares | $2,149,000 | +12.3% | 26,512 | +7.1% | 0.14% | +18.3% |
| DIS | Buy | WALT DISNEY CO/THEordinary shares | $2,002,000 | -4.0% | 15,366 | +2.9% | 0.13% | +0.8% |
| BND | Sell | VANGUARD TOTAL BOND MARKETbond etfs | $1,909,000 | +1.5% | 22,614 | -0.1% | 0.13% | +6.8% |
| VTR | Buy | VENTAS INC.ordinary shares | $1,598,000 | +14.4% | 21,888 | +7.1% | 0.11% | +20.5% |
| CME | Buy | CME GROUP INCordinary shares | $1,538,000 | +16.6% | 7,278 | +7.1% | 0.10% | +22.9% |
| WEC | Buy | WEC ENERGY GROUP INCordinary shares | $1,541,000 | +22.2% | 16,201 | +7.1% | 0.10% | +29.1% |
| PAYX | Buy | PAYCHEX INCordinary shares | $1,516,000 | +7.7% | 18,310 | +7.1% | 0.10% | +13.6% |
| WMT | Buy | WALMART INCordinary shares | $1,330,000 | +15.1% | 11,210 | +7.1% | 0.09% | +22.2% |
| PG | Buy | PROCTER & GAMBLE CO/THEordinary shares | $1,293,000 | +21.5% | 10,396 | +7.1% | 0.08% | +26.9% |
| VO | Sell | VANGUARD MID-CAP ETFequity etfs | $1,261,000 | -1.5% | 7,524 | -1.7% | 0.08% | +3.8% |
| VEA | Sell | VANGUARD FTSE DEVELOPED ETFequity etfs | $1,261,000 | -2.2% | 30,703 | -0.6% | 0.08% | +2.5% |
| TXN | Buy | TEXAS INSTRUMENTS INCordinary shares | $1,233,000 | +20.6% | 9,542 | +7.1% | 0.08% | +26.6% |
| UPS | Buy | UNITED PARCEL SERVICE-CL Bordinary shares | $1,218,000 | +24.3% | 10,167 | +7.1% | 0.08% | +31.1% |
| KO | Buy | COCA-COLA CO/THEordinary shares | $1,044,000 | +14.5% | 19,176 | +7.1% | 0.07% | +21.1% |
| JNJ | Buy | JOHNSON & JOHNSONordinary shares | $1,020,000 | -0.6% | 7,887 | +7.0% | 0.07% | +4.7% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKEequity etfs | $803,000 | -1.0% | 19,935 | +4.5% | 0.05% | +3.9% |
| VTIP | Sell | VANGUARD SHORT-TERM TIPSbond etfs | $640,000 | -13.0% | 13,057 | -12.6% | 0.04% | -8.7% |
| DGX | Buy | QUEST DIAGNOSTICS INCordinary shares | $487,000 | +5.9% | 4,554 | +0.8% | 0.03% | +10.3% |
| ADC | Buy | AGREE REALTY CORPordinary shares | $421,000 | +15.0% | 5,759 | +0.8% | 0.03% | +21.7% |
| VB | Buy | VANGUARD SMALL-CAP ETFequity etfs | $413,000 | +1.5% | 2,682 | +3.3% | 0.03% | +3.8% |
| OGE | Buy | OGE ENERGY CORPordinary shares | $380,000 | +7.3% | 8,377 | +0.8% | 0.02% | +13.6% |
| TSCO | Buy | TRACTOR SUPPLY COMPANYordinary shares | $372,000 | -14.9% | 4,114 | +2.5% | 0.02% | -7.4% |
| PEB | Sell | PEBBLEBROOK HOTEL TRUSTordinary shares | $343,000 | -5.2% | 12,315 | -4.0% | 0.02% | 0.0% |
| MMM | Buy | 3M COordinary shares | $337,000 | +1.5% | 2,049 | +7.1% | 0.02% | +4.8% |
| VNQ | Sell | VANGUARD REAL ESTATE ETFequity etfs | $300,000 | +0.7% | 3,221 | -5.4% | 0.02% | +5.3% |
| EHC | Buy | ENCOMPASS HEALTH CORPordinary shares | $284,000 | +0.7% | 4,495 | +0.9% | 0.02% | +5.6% |
| WWDH | New | WORLDWIDE HOLDINGS CORPordinary shares | $0 | – | 40,000 | +100.0% | 0.00% | – |
| MSTF | New | MONARCH STAFFING INCordinary shares | $0 | – | 100,000 | +100.0% | 0.00% | – |
| LXRS | New | LEXINGTON RESOURCES INCordinary shares | $0 | – | 10,000 | +100.0% | 0.00% | – |
| CLYW | New | CALYPSO WIRELESS INCordinary shares | $0 | – | 10,000 | +100.0% | 0.00% | – |
| ELCR | New | ELECTRIC CAR COMPANY INCordinary shares | $0 | – | 31,000 | +100.0% | 0.00% | – |
| VPLM | New | VOIP-PAL.COM INCordinary shares | $3,000 | – | 195,000 | +100.0% | 0.00% | – |
| SNNT | New | SYNTHONICS TECHNOLOGIES INCordinary shares | $0 | – | 10,000 | +100.0% | 0.00% | – |
| SBJX | New | SUBJEX CORPORATIONordinary shares | $0 | – | 1,286,747 | +100.0% | 0.00% | – |
| 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% | – | |
| UGI | Exit | UGI CORPordinary share | $0 | – | -3,928 | -100.0% | -0.01% | – |
| CTSH | Exit | COGNIZANT TECH SOLUTIONS-Aordinary share | $0 | – | -3,813 | -100.0% | -0.02% | – |
| MIDD | Exit | MIDDLEBY CORPordinary share | $0 | – | -2,903 | -100.0% | -0.02% | – |
| AMGN | Exit | AMGEN INCordinary share | $0 | – | -5,159 | -100.0% | -0.06% | – |
| BIDU | Exit | BAIDU INC - SPON ADRamerican depository receipt | $0 | – | -22,234 | -100.0% | -0.16% | – |
| CHRW | Exit | C.H. ROBINSON WORLDWIDE INCordinary share | $0 | – | -66,042 | -100.0% | -0.35% | – |
| BSJJ | Exit | INVESCO BULLETSHARES 2019 HIbond etf | $0 | – | -452,524 | -100.0% | -0.68% | – |
| IONS | Exit | IONIS PHARMACEUTICALS INCordinary share | $0 | – | -567,005 | -100.0% | -2.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-12
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.