$1.67 Billion is the total value of Motley Fool Wealth Management, LLC's 125 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 18.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Buy | AMAZON.COM INCordinary shares | $82,029,000 | +8.4% | 44,392 | +1.8% | 4.92% | -1.5% |
| SPLK | Sell | SPLUNK INCordinary shares | $72,997,000 | +26.9% | 487,394 | -0.2% | 4.38% | +15.3% |
| GOOG | Sell | ALPHABET INC-CL Cordinary shares | $58,880,000 | +9.5% | 44,038 | -0.2% | 3.53% | -0.5% |
| PYPL | Sell | PAYPAL HOLDINGS INCordinary shares | $57,583,000 | +4.3% | 532,339 | -0.1% | 3.46% | -5.2% |
| CRM | Buy | SALESFORCE.COM INCordinary shares | $50,925,000 | +43.8% | 313,112 | +31.2% | 3.06% | +30.7% |
| MELI | Sell | MERCADOLIBRE INCordinary shares | $49,385,000 | +3.3% | 86,346 | -0.4% | 2.96% | -6.1% |
| SBUX | Sell | STARBUCKS CORPordinary shares | $43,642,000 | -2.0% | 496,385 | -1.4% | 2.62% | -10.9% |
| NFLX | Sell | NETFLIX INCordinary shares | $42,355,000 | +20.1% | 130,898 | -0.7% | 2.54% | +9.1% |
| BKNG | Sell | BOOKING HOLDINGS INCordinary shares | $38,957,000 | +1.9% | 18,969 | -2.7% | 2.34% | -7.4% |
| IBDR | Sell | ISHARES IBONDS DEC 2026 TERMbond etfs | $33,281,000 | -0.6% | 1,301,569 | -1.0% | 2.00% | -9.7% |
| IBDS | Sell | ISHRS IBNDS DEC 27 CORP ETFbond etfs | $33,169,000 | -0.6% | 1,275,247 | -0.9% | 1.99% | -9.6% |
| IPGP | Sell | IPG PHOTONICS CORPordinary shares | $30,311,000 | +6.8% | 209,158 | -0.1% | 1.82% | -3.0% |
| FB | Buy | FACEBOOK INC-CLASS Aordinary shares | $27,338,000 | +15.3% | 133,194 | +0.0% | 1.64% | +4.8% |
| IBDQ | Sell | ISHARES IBONDS DEC 2025 TERMbond etfs | $25,070,000 | -0.7% | 966,477 | -0.9% | 1.50% | -9.7% |
| IBDP | Sell | ISHARES IBONDS DEC 2024 TERMbond etfs | $24,676,000 | -0.9% | 960,513 | -0.9% | 1.48% | -10.0% |
| BSCM | Sell | INVESCO BULLETSHARES 2022 CObond etfs | $24,646,000 | -1.0% | 1,146,037 | -1.0% | 1.48% | -10.0% |
| BSCL | Sell | INVESCO BULLETSHARES 2021 CObond etfs | $24,585,000 | -1.0% | 1,157,508 | -0.9% | 1.48% | -10.1% |
| BSCK | Sell | INVESCO BULLETSHARES 2020 CObond etfs | $24,473,000 | -1.1% | 1,149,510 | -1.1% | 1.47% | -10.2% |
| IBDO | Sell | ISHARES IBONDS DEC 2023 TERMbond etfs | $24,322,000 | -1.1% | 951,551 | -0.9% | 1.46% | -10.1% |
| DFJ | Sell | WISDOMTREE JPN S/C DVD FUNDequity etfs | $23,125,000 | +6.9% | 314,289 | -0.1% | 1.39% | -2.8% |
| BMRN | New | BIOMARIN PHARMACEUTICAL INCordinary shares | $22,259,000 | – | 263,260 | +100.0% | 1.34% | – |
| ZEN | New | ZENDESK INCordinary shares | $21,408,000 | – | 279,369 | +100.0% | 1.28% | – |
| MA | Buy | MASTERCARD INC - Aordinary shares | $21,198,000 | +11.0% | 70,995 | +1.0% | 1.27% | +0.9% |
| DFE | Sell | WISDOMTREE EUR S/C DIVIDENDequity etfs | $21,188,000 | +16.7% | 324,225 | -0.2% | 1.27% | +6.1% |
| IEUR | Sell | ISHARES CORE MSCI EUROPEequity etfs | $20,735,000 | +9.0% | 415,784 | -0.0% | 1.24% | -1.0% |
| HHC | Buy | HOWARD HUGHES CORP/THEordinary shares | $20,218,000 | +42.7% | 159,449 | +45.9% | 1.21% | +29.6% |
| AMT | Buy | AMERICAN TOWER CORPordinary shares | $20,150,000 | +4.6% | 87,679 | +0.7% | 1.21% | -5.0% |
| BR | Sell | BROADRIDGE FINANCIAL SOLUTIOordinary shares | $19,899,000 | -1.8% | 161,073 | -1.1% | 1.19% | -10.8% |
| WSO | Sell | WATSCO INCordinary shares | $19,712,000 | +5.6% | 109,419 | -0.9% | 1.18% | -4.1% |
| PANW | New | PALO ALTO NETWORKS INCordinary shares | $19,672,000 | – | 85,068 | +100.0% | 1.18% | – |
| BSCS | New | INVESCO BULLETSHARES 2028bond etfs | $18,101,000 | – | 822,223 | +100.0% | 1.09% | – |
| MDT | Sell | MEDTRONIC PLCordinary shares | $18,062,000 | -12.5% | 159,209 | -16.2% | 1.08% | -20.5% |
| EVBG | Buy | EVERBRIDGE INCordinary shares | $17,056,000 | +45.5% | 218,448 | +15.0% | 1.02% | +32.3% |
| BSCO | Sell | INVESCO BULLETSHARES 2024 CObond etfs | $16,591,000 | -0.8% | 772,750 | -0.9% | 1.00% | -9.8% |
| IBDT | Sell | ISHARES IBONDS DEC 2028 ETFbond etfs | $15,182,000 | -0.9% | 547,083 | -0.9% | 0.91% | -10.0% |
| TEAM | Sell | ATLASSIAN CORP PLC-CLASS Aordinary shares | $14,865,000 | -4.5% | 123,521 | -0.4% | 0.89% | -13.2% |
| COO | Sell | COOPER COS INC/THEordinary shares | $14,750,000 | +6.6% | 45,908 | -1.5% | 0.88% | -3.2% |
| JLL | Sell | JONES LANG LASALLE INCordinary shares | $14,232,000 | +23.3% | 81,751 | -1.5% | 0.85% | +12.1% |
| CMCSA | Buy | COMCAST CORP-CLASS Aordinary shares | $14,077,000 | +68.2% | 313,031 | +68.6% | 0.84% | +52.8% |
| RMD | Sell | RESMED INCordinary shares | $13,886,000 | -42.7% | 89,607 | -50.0% | 0.83% | -47.9% |
| XPO | Sell | XPO LOGISTICS INCordinary shares | $13,854,000 | +9.6% | 173,827 | -1.6% | 0.83% | -0.5% |
| TCEHY | Sell | TENCENT HOLDINGS LTD-UNS ADRamerican depository receipts | $13,662,000 | +14.9% | 284,570 | -0.3% | 0.82% | +4.5% |
| ALRM | Buy | ALARM.COM HOLDINGS INCordinary shares | $13,605,000 | +44.0% | 316,627 | +56.3% | 0.82% | +30.8% |
| LCII | Sell | LCI INDUSTRIESordinary shares | $13,343,000 | +15.2% | 124,545 | -1.3% | 0.80% | +4.7% |
| TDOC | Sell | TELADOC HEALTH INCordinary shares | $12,875,000 | +22.2% | 153,788 | -1.2% | 0.77% | +11.1% |
| VIVHY | Buy | VIVENDI SA-UNSPON ADRamerican depository receipts | $12,334,000 | +6.0% | 426,030 | +0.1% | 0.74% | -3.6% |
| DGS | Sell | WISDOMTREE EM SMALL CAPequity etfs | $11,547,000 | +7.9% | 241,460 | -0.1% | 0.69% | -2.0% |
| HDB | Sell | HDFC BANK LTD-ADRamerican depository receipts | $11,064,000 | +11.0% | 174,598 | -0.0% | 0.66% | +0.9% |
| TSM | Sell | TAIWAN SEMICONDUCTOR-SP ADRamerican depository receipts | $10,901,000 | +25.0% | 187,618 | -0.0% | 0.65% | +13.5% |
| PAYC | Sell | PAYCOM SOFTWARE INCordinary shares | $10,753,000 | +24.3% | 40,614 | -1.6% | 0.64% | +13.0% |
| BSJK | Sell | INVESCO BULLETSHARES 2020 HIbond etfs | $10,446,000 | -1.1% | 436,518 | -1.0% | 0.63% | -10.0% |
| GNTX | Sell | GENTEX CORPordinary shares | $10,399,000 | -24.4% | 358,832 | -28.2% | 0.62% | -31.4% |
| BAM | Sell | BROOKFIELD ASSET MANAGE-CL Aordinary shares | $10,347,000 | +8.9% | 179,008 | -0.0% | 0.62% | -1.1% |
| MSFT | Buy | MICROSOFT CORPordinary shares | $10,289,000 | +23.6% | 65,245 | +9.0% | 0.62% | +12.2% |
| PCTY | Sell | PAYLOCITY HOLDING CORPordinary shares | $9,919,000 | +22.6% | 82,101 | -1.0% | 0.60% | +11.4% |
| NVO | Sell | NOVO-NORDISK A/S-SPONS ADRamerican depository receipts | $9,722,000 | +11.9% | 167,971 | -0.0% | 0.58% | +1.6% |
| AAPL | Buy | APPLE INCordinary shares | $9,637,000 | +33.6% | 32,817 | +1.9% | 0.58% | +21.4% |
| SIVB | Sell | SVB FINANCIAL GROUPordinary shares | $9,629,000 | +18.4% | 38,355 | -1.5% | 0.58% | +7.6% |
| HAS | Sell | HASBRO INCordinary shares | $9,469,000 | -12.1% | 89,662 | -1.3% | 0.57% | -20.2% |
| FAST | Buy | FASTENAL COordinary shares | $9,261,000 | +17.3% | 250,640 | +3.7% | 0.56% | +6.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC-CL Bordinary shares | $8,991,000 | +12.5% | 39,694 | +3.3% | 0.54% | +2.3% |
| LKFN | Sell | LAKELAND FINANCIAL CORPordinary shares | $8,881,000 | +10.1% | 181,514 | -1.0% | 0.53% | 0.0% |
| YUMC | Sell | YUM CHINA HOLDINGS INCordinary shares | $8,627,000 | +5.6% | 179,690 | -0.0% | 0.52% | -3.9% |
| CNA | Sell | CNA FINANCIAL CORPordinary shares | $8,576,000 | -9.9% | 191,393 | -1.0% | 0.52% | -18.1% |
| EMN | Sell | EASTMAN CHEMICAL COordinary shares | $8,544,000 | +6.2% | 107,799 | -1.0% | 0.51% | -3.4% |
| SFTBY | Sell | SOFTBANK GROUP CORP-UNSP ADRamerican depository receipts | $8,408,000 | +9.8% | 390,350 | -0.2% | 0.50% | -0.2% |
| SPY | Sell | SPY 17JAN20 250.0 Pput | $8,368,000 | +6.8% | 26,000 | -1.5% | 0.50% | -2.9% |
| NSRGY | Sell | NESTLE SA-SPONS ADRamerican depository receipts | $8,361,000 | -0.3% | 77,229 | -0.2% | 0.50% | -9.4% |
| THO | Sell | THOR INDUSTRIES INCordinary shares | $8,359,000 | +29.2% | 112,518 | -1.5% | 0.50% | +17.6% |
| TYL | Sell | TYLER TECHNOLOGIES INCordinary shares | $8,187,000 | +12.9% | 27,289 | -1.2% | 0.49% | +2.5% |
| CCI | Buy | CROWN CASTLE INTL CORPordinary shares | $8,155,000 | +10.2% | 57,367 | +7.8% | 0.49% | +0.2% |
| BABA | New | ALIBABA GROUP HOLDING-SP ADRamerican depository receipts | $8,120,000 | – | 38,283 | +100.0% | 0.49% | – |
| FRCOY | Buy | FAST RETAILING CO-UNSPON ADRamerican depository receipts | $7,566,000 | +0.5% | 126,817 | +0.0% | 0.45% | -8.7% |
| BLX | Sell | BANCO LATINOAMERICANO COME-Eordinary shares | $7,375,000 | -21.0% | 344,937 | -26.3% | 0.44% | -28.1% |
| EQIX | Buy | EQUINIX INCordinary shares | $7,256,000 | +8.6% | 12,431 | +7.3% | 0.44% | -1.4% |
| SABR | Sell | SABRE CORPordinary shares | $7,143,000 | -1.1% | 318,296 | -1.3% | 0.43% | -10.1% |
| MKC | Sell | MCCORMICK & CO-NON VTG SHRSordinary shares | $7,096,000 | +7.4% | 41,805 | -1.1% | 0.43% | -2.3% |
| VAR | Sell | VARIAN MEDICAL SYSTEMS INCordinary shares | $6,928,000 | +17.5% | 48,783 | -1.5% | 0.42% | +6.9% |
| EWY | Sell | ISHARES MSCI SOUTH KOREA ETFequity etfs | $6,848,000 | +10.3% | 110,109 | -0.1% | 0.41% | +0.2% |
| PEN | Sell | PENUMBRA INCordinary shares | $6,794,000 | +21.1% | 41,360 | -0.9% | 0.41% | +10.3% |
| NMRK | Sell | NEWMARK GROUP INC-CLASS Aordinary shares | $6,616,000 | +46.7% | 491,737 | -1.2% | 0.40% | +33.2% |
| BUD | Sell | ANHEUSER-BUSCH INBEV SPN ADRamerican depository receipts | $6,547,000 | -14.4% | 79,804 | -0.7% | 0.39% | -22.2% |
| PRLB | Sell | PROTO LABS INCordinary shares | $6,359,000 | -2.1% | 62,620 | -1.6% | 0.38% | -11.0% |
| JBT | Sell | JOHN BEAN TECHNOLOGIES CORPordinary shares | $6,310,000 | +11.6% | 56,005 | -1.5% | 0.38% | +1.6% |
| HSKA | Sell | HESKA CORPordinary shares | $6,274,000 | +33.6% | 65,395 | -1.3% | 0.38% | +21.6% |
| TXRH | Sell | TEXAS ROADHOUSE INCordinary shares | $6,127,000 | +5.6% | 108,796 | -1.5% | 0.37% | -3.9% |
| STAG | Sell | STAG INDUSTRIAL INCordinary shares | $6,047,000 | +5.9% | 191,532 | -1.1% | 0.36% | -3.7% |
| LASR | Sell | NLIGHT INCordinary shares | $5,905,000 | +27.8% | 291,197 | -1.3% | 0.35% | +16.1% |
| TMSNY | Buy | TEMENOS AG-SP ADRamerican depository receipts | $5,769,000 | -5.9% | 36,665 | +0.3% | 0.35% | -14.6% |
| MKL | Buy | MARKEL CORPordinary shares | $5,043,000 | -1.5% | 4,411 | +1.8% | 0.30% | -10.4% |
| COST | Buy | COSTCO WHOLESALE CORPordinary shares | $4,950,000 | +4.3% | 16,843 | +2.2% | 0.30% | -5.4% |
| ABB | Sell | ABB LTD-SPON ADRamerican depository receipts | $4,808,000 | +22.4% | 199,592 | -0.1% | 0.29% | +11.6% |
| VOO | Sell | VANGUARD S&P 500 ETFequity etfs | $4,724,000 | +6.2% | 15,969 | -2.1% | 0.28% | -3.4% |
| SLB | Sell | SCHLUMBERGER LTDordinary shares | $4,594,000 | +16.8% | 114,286 | -0.7% | 0.28% | +6.2% |
| AXON | New | AXON ENTERPRISE INCordinary shares | $4,428,000 | – | 60,429 | +100.0% | 0.27% | – |
| FANUY | Sell | FANUC CORP-UNSP ADRamerican depository receipts | $4,412,000 | -2.2% | 239,529 | -0.1% | 0.26% | -11.1% |
| GLW | Buy | CORNING INCordinary shares | $4,300,000 | +6.6% | 147,715 | +4.4% | 0.26% | -3.0% |
| CERN | Sell | CERNER CORPordinary shares | $3,554,000 | +7.5% | 48,424 | -0.1% | 0.21% | -2.3% |
| AFK | Sell | VANECK AFRICA INDEXequity etfs | $2,676,000 | +1.2% | 131,941 | -0.5% | 0.16% | -8.0% |
| D | Buy | DOMINION ENERGY INCordinary shares | $2,645,000 | +23.1% | 31,933 | +20.4% | 0.16% | +12.0% |
| DIS | Buy | WALT DISNEY CO/THEordinary shares | $2,246,000 | +12.2% | 15,526 | +1.0% | 0.14% | +2.3% |
| BND | Buy | VANGUARD TOTAL BOND MARKETbond etfs | $2,108,000 | +10.4% | 25,138 | +11.2% | 0.13% | +0.8% |
| PAYX | Buy | PAYCHEX INCordinary shares | $1,874,000 | +23.6% | 22,027 | +20.3% | 0.11% | +12.0% |
| WEC | Buy | WEC ENERGY GROUP INCordinary shares | $1,800,000 | +16.8% | 19,513 | +20.4% | 0.11% | +5.9% |
| CME | Buy | CME GROUP INCordinary shares | $1,758,000 | +14.3% | 8,756 | +20.3% | 0.11% | +3.9% |
| WMT | Buy | WALMART INCordinary shares | $1,605,000 | +20.7% | 13,506 | +20.5% | 0.10% | +9.1% |
| PG | Buy | PROCTER & GAMBLE CO/THEordinary shares | $1,564,000 | +21.0% | 12,522 | +20.5% | 0.09% | +10.6% |
| VTR | Buy | VENTAS INC.ordinary shares | $1,505,000 | -5.8% | 26,065 | +19.1% | 0.09% | -15.1% |
| TXN | Buy | TEXAS INSTRUMENTS INCordinary shares | $1,475,000 | +19.6% | 11,494 | +20.5% | 0.09% | +9.9% |
| UPS | Buy | UNITED PARCEL SERVICE-CL Bordinary shares | $1,434,000 | +17.7% | 12,247 | +20.5% | 0.09% | +7.5% |
| VEA | Buy | VANGUARD FTSE DEVELOPED ETFequity etfs | $1,403,000 | +11.3% | 31,854 | +3.7% | 0.08% | +1.2% |
| JNJ | Buy | JOHNSON & JOHNSONordinary shares | $1,387,000 | +36.0% | 9,511 | +20.6% | 0.08% | +23.9% |
| VO | Sell | VANGUARD MID-CAP ETFequity etfs | $1,280,000 | +1.5% | 7,182 | -4.5% | 0.08% | -7.2% |
| KO | Buy | COCA-COLA CO/THEordinary shares | $1,278,000 | +22.4% | 23,097 | +20.4% | 0.08% | +11.6% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKEequity etfs | $910,000 | +13.3% | 20,465 | +2.7% | 0.06% | +3.8% |
| VTIP | Buy | VANGUARD SHORT-TERM TIPSbond etfs | $792,000 | +23.8% | 16,070 | +23.1% | 0.05% | +14.3% |
| DGX | Buy | QUEST DIAGNOSTICS INCordinary shares | $521,000 | +7.0% | 4,876 | +7.1% | 0.03% | -3.1% |
| VB | Sell | VANGUARD SMALL-CAP ETFequity etfs | $432,000 | +4.6% | 2,608 | -2.8% | 0.03% | -3.7% |
| ADC | Buy | AGREE REALTY CORPordinary shares | $433,000 | +2.9% | 6,167 | +7.1% | 0.03% | -7.1% |
| OGE | Buy | OGE ENERGY CORPordinary shares | $399,000 | +5.0% | 8,970 | +7.1% | 0.02% | -4.0% |
| TSCO | Buy | TRACTOR SUPPLY COMPANYordinary shares | $405,000 | +8.9% | 4,334 | +5.3% | 0.02% | -4.0% |
| PEB | Buy | PEBBLEBROOK HOTEL TRUSTordinary shares | $343,000 | 0.0% | 12,783 | +3.8% | 0.02% | -8.7% |
| EHC | Buy | ENCOMPASS HEALTH CORPordinary shares | $333,000 | +17.3% | 4,812 | +7.1% | 0.02% | +5.3% |
| VNQ | Sell | VANGUARD REAL ESTATE ETFequity etfs | $268,000 | -10.7% | 2,885 | -10.4% | 0.02% | -20.0% |
| WWDH | Exit | WORLDWIDE HOLDINGS CORPordinary shares | $0 | – | -40,000 | -100.0% | 0.00% | – |
| VPLM | VOIP-PAL.COM INCordinary shares | $4,000 | +33.3% | 195,000 | 0.0% | 0.00% | – | |
| ELCR | Exit | ELECTRIC CAR COMPANY INCordinary shares | $0 | – | -31,000 | -100.0% | 0.00% | – |
| SNNT | Exit | SYNTHONICS TECHNOLOGIES INCordinary shares | $0 | – | -10,000 | -100.0% | 0.00% | – |
| HTDS | Exit | HARD TO TREAT DISEASES INCordinary shares | $0 | – | -199,800 | -100.0% | 0.00% | – |
| SBJX | Exit | SUBJEX CORPORATIONordinary shares | $0 | – | -1,286,747 | -100.0% | 0.00% | – |
| GETG | Exit | GREEN EARTH TECHNOLOGIES INCordinary shares | $0 | – | -137,500 | -100.0% | 0.00% | – |
| Exit | INFINITY MEDICAL GROUP INCordinary shares | $0 | – | -182,300 | -100.0% | 0.00% | – | |
| CLYW | Exit | CALYPSO WIRELESS INCordinary shares | $0 | – | -10,000 | -100.0% | 0.00% | – |
| MSTF | Exit | MONARCH STAFFING INCordinary shares | $0 | – | -100,000 | -100.0% | 0.00% | – |
| LXRS | Exit | LEXINGTON RESOURCES INCordinary shares | $0 | – | -10,000 | -100.0% | 0.00% | – |
| MMM | Exit | 3M COordinary shares | $0 | – | -2,049 | -100.0% | -0.02% | – |
| ZG | Exit | ZILLOW GROUP INC - Aordinary shares | $0 | – | -93,420 | -100.0% | -0.18% | – |
| CTRP | Exit | CTRIP.COM INTERNATIONAL-ADRamerican depository receipts | $0 | – | -111,414 | -100.0% | -0.22% | – |
| GRUB | Exit | GRUBHUB INCordinary shares | $0 | – | -84,657 | -100.0% | -0.31% | – |
| ORLY | Exit | O'REILLY AUTOMOTIVE INCordinary shares | $0 | – | -12,623 | -100.0% | -0.33% | – |
| Z | Exit | ZILLOW GROUP INC - Cordinary shares | $0 | – | -187,538 | -100.0% | -0.37% | – |
| BSCJ | Exit | INVESCO BULLETSHARES 2019 CObond etfs | $0 | – | -782,477 | -100.0% | -1.09% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INCordinary shares | $0 | – | -117,974 | -100.0% | -1.41% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-14
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.