$1.38 Billion is the total value of Motley Fool Wealth Management, LLC's 130 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 12.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Sell | AMAZON.COM INCordinary shares | $84,467,000 | +3.0% | 43,322 | -2.4% | 6.10% | +23.9% |
| SPLK | Sell | SPLUNK INCordinary shares | $59,200,000 | -18.9% | 468,982 | -3.8% | 4.28% | -2.4% |
| GOOG | Sell | ALPHABET INC-CL Cordinary shares | $49,939,000 | -15.2% | 42,947 | -2.5% | 3.61% | +2.0% |
| PYPL | Sell | PAYPAL HOLDINGS INCordinary shares | $49,311,000 | -14.4% | 515,053 | -3.2% | 3.56% | +3.0% |
| NFLX | Sell | NETFLIX INCordinary shares | $47,404,000 | +11.9% | 126,243 | -3.6% | 3.42% | +34.7% |
| CRM | Sell | SALESFORCE.COM INCordinary shares | $42,934,000 | -15.7% | 298,194 | -4.8% | 3.10% | +1.4% |
| MELI | Sell | MERCADOLIBRE INCordinary shares | $40,300,000 | -18.4% | 82,483 | -4.5% | 2.91% | -1.8% |
| SBUX | Sell | STARBUCKS CORPordinary shares | $30,602,000 | -29.9% | 465,504 | -6.2% | 2.21% | -15.6% |
| IBDR | Sell | ISHARES IBONDS DEC 2026 TERMbond etfs | $29,998,000 | -9.9% | 1,221,929 | -6.1% | 2.17% | +8.5% |
| IBDS | Sell | ISHRS IBNDS DEC 27 CORP ETFbond etfs | $29,368,000 | -11.5% | 1,198,200 | -6.0% | 2.12% | +6.5% |
| BKNG | Buy | BOOKING HOLDINGS INCordinary shares | $26,820,000 | -31.2% | 19,936 | +5.1% | 1.94% | -17.2% |
| BSCL | Sell | INVESCO BULLETSHARES 2021 CObond etfs | $22,799,000 | -7.3% | 1,087,199 | -6.1% | 1.65% | +11.6% |
| BSCM | Sell | INVESCO BULLETSHARES 2022 CObond etfs | $22,799,000 | -7.5% | 1,076,428 | -6.1% | 1.65% | +11.3% |
| BSCK | Sell | INVESCO BULLETSHARES 2020 CObond etfs | $22,699,000 | -7.2% | 1,080,378 | -6.0% | 1.64% | +11.6% |
| IBDQ | Sell | ISHARES IBONDS DEC 2025 TERMbond etfs | $22,667,000 | -9.6% | 907,749 | -6.1% | 1.64% | +8.8% |
| IPGP | Sell | IPG PHOTONICS CORPordinary shares | $22,436,000 | -26.0% | 203,447 | -2.7% | 1.62% | -10.9% |
| IBDO | Sell | ISHARES IBONDS DEC 2023 TERMbond etfs | $22,343,000 | -8.1% | 893,730 | -6.1% | 1.61% | +10.5% |
| FB | Sell | FACEBOOK INC-CLASS Aordinary shares | $21,934,000 | -19.8% | 131,497 | -1.3% | 1.58% | -3.5% |
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INCordinary shares | $21,188,000 | -4.8% | 250,749 | -4.8% | 1.53% | +14.5% |
| AMT | Buy | AMERICAN TOWER CORPordinary shares | $19,858,000 | -1.4% | 91,196 | +4.0% | 1.43% | +18.6% |
| IBDP | Sell | ISHARES IBONDS DEC 2024 TERMbond etfs | $19,836,000 | -19.6% | 802,412 | -16.5% | 1.43% | -3.3% |
| EVBG | Sell | EVERBRIDGE INCordinary shares | $19,254,000 | +12.9% | 181,025 | -17.1% | 1.39% | +35.7% |
| WSO | Buy | WATSCO INCordinary shares | $18,443,000 | -6.4% | 116,707 | +6.7% | 1.33% | +12.6% |
| MA | Buy | MASTERCARD INC - Aordinary shares | $18,102,000 | -14.6% | 74,936 | +5.6% | 1.31% | +2.8% |
| DFJ | Sell | WISDOMTREE JPN S/C DVD FUNDequity etfs | $17,630,000 | -23.8% | 303,229 | -3.5% | 1.27% | -8.3% |
| ZEN | Sell | ZENDESK INCordinary shares | $17,050,000 | -20.4% | 266,372 | -4.7% | 1.23% | -4.2% |
| BSCS | Sell | INVESCO BULLETSHARES 2028bond etfs | $15,967,000 | -11.8% | 772,993 | -6.0% | 1.15% | +6.2% |
| TDOC | Sell | TELADOC HEALTH INCordinary shares | $15,778,000 | +22.5% | 101,785 | -33.8% | 1.14% | +47.3% |
| BR | Sell | BROADRIDGE FINANCIAL SOLUTIOordinary shares | $15,084,000 | -24.2% | 159,066 | -1.2% | 1.09% | -8.8% |
| BSCO | Sell | INVESCO BULLETSHARES 2024 CObond etfs | $14,992,000 | -9.6% | 726,004 | -6.0% | 1.08% | +8.7% |
| IEUR | Sell | ISHARES CORE MSCI EUROPEequity etfs | $14,869,000 | -28.3% | 400,986 | -3.6% | 1.07% | -13.7% |
| CMCSA | Buy | COMCAST CORP-CLASS Aordinary shares | $14,640,000 | +4.0% | 425,839 | +36.0% | 1.06% | +25.1% |
| MDT | Sell | MEDTRONIC PLCordinary shares | $14,238,000 | -21.2% | 157,880 | -0.8% | 1.03% | -5.2% |
| TCEHY | Sell | TENCENT HOLDINGS LTD-UNS ADRamerican depository receipts | $13,938,000 | +2.0% | 283,926 | -0.2% | 1.01% | +22.7% |
| TEAM | Sell | ATLASSIAN CORP PLC-CLASS Aordinary shares | $13,638,000 | -8.3% | 99,357 | -19.6% | 0.98% | +10.4% |
| IBDT | Sell | ISHARES IBONDS DEC 2028 ETFbond etfs | $13,490,000 | -11.1% | 514,103 | -6.0% | 0.97% | +6.9% |
| PANW | Sell | PALO ALTO NETWORKS INCordinary shares | $13,320,000 | -32.3% | 81,237 | -4.5% | 0.96% | -18.5% |
| RMD | Sell | RESMED INCordinary shares | $12,931,000 | -6.9% | 87,793 | -2.0% | 0.93% | +12.1% |
| MSFT | Buy | MICROSOFT CORPordinary shares | $12,750,000 | +23.9% | 80,843 | +23.9% | 0.92% | +49.3% |
| DFE | Sell | WISDOMTREE EUR S/C DIVIDENDequity etfs | $12,739,000 | -39.9% | 313,232 | -3.4% | 0.92% | -27.7% |
| ALRM | Sell | ALARM.COM HOLDINGS INCordinary shares | $12,122,000 | -10.9% | 311,550 | -1.6% | 0.88% | +7.2% |
| COO | Sell | COOPER COS INC/THEordinary shares | $11,970,000 | -18.8% | 43,420 | -5.4% | 0.86% | -2.4% |
| HHC | Buy | HOWARD HUGHES CORP/THEordinary shares | $10,650,000 | -47.3% | 210,802 | +32.2% | 0.77% | -36.6% |
| BAM | Buy | BROOKFIELD ASSET MANAGE-CL Aordinary shares | $10,171,000 | -1.7% | 229,853 | +28.4% | 0.73% | +18.2% |
| NVO | Sell | NOVO-NORDISK A/S-SPONS ADRamerican depository receipts | $9,752,000 | +0.3% | 161,996 | -3.6% | 0.70% | +20.8% |
| VIVHY | Buy | VIVENDI SA-UNSPON ADRamerican depository receipts | $9,444,000 | -23.4% | 436,396 | +2.4% | 0.68% | -7.8% |
| BSJK | Sell | INVESCO BULLETSHARES 2020 HIbond etfs | $9,437,000 | -9.7% | 410,297 | -6.0% | 0.68% | +8.6% |
| HDB | Buy | HDFC BANK LTD-ADRamerican depository receipts | $9,423,000 | -14.8% | 245,009 | +40.3% | 0.68% | +2.4% |
| BABA | Buy | ALIBABA GROUP HOLDING-SP ADRamerican depository receipts | $9,015,000 | +11.0% | 46,353 | +21.1% | 0.65% | +33.7% |
| EMN | Buy | EASTMAN CHEMICAL COordinary shares | $8,864,000 | +3.7% | 190,300 | +76.5% | 0.64% | +24.8% |
| CCI | Buy | CROWN CASTLE INTL CORPordinary shares | $8,736,000 | +7.1% | 60,496 | +5.5% | 0.63% | +29.0% |
| AAPL | Sell | APPLE INCordinary shares | $8,297,000 | -13.9% | 32,628 | -0.6% | 0.60% | +3.6% |
| FAST | Buy | FASTENAL COordinary shares | $8,262,000 | -10.8% | 264,376 | +5.5% | 0.60% | +7.4% |
| EQIX | Buy | EQUINIX INCordinary shares | $8,193,000 | +12.9% | 13,117 | +5.5% | 0.59% | +36.1% |
| XPO | Sell | XPO LOGISTICS INCordinary shares | $8,015,000 | -42.1% | 164,403 | -5.4% | 0.58% | -30.3% |
| LCII | Sell | LCI INDUSTRIESordinary shares | $7,893,000 | -40.8% | 118,104 | -5.2% | 0.57% | -28.8% |
| JLL | Sell | JONES LANG LASALLE INCordinary shares | $7,808,000 | -45.1% | 77,320 | -5.4% | 0.56% | -34.0% |
| JBT | Buy | JOHN BEAN TECHNOLOGIES CORPordinary shares | $7,783,000 | +23.3% | 104,792 | +87.1% | 0.56% | +48.3% |
| DGS | Sell | WISDOMTREE EM SMALL CAPequity etfs | $7,695,000 | -33.4% | 232,969 | -3.5% | 0.56% | -19.8% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC-CL Bordinary shares | $7,690,000 | -14.5% | 42,059 | +6.0% | 0.56% | +2.8% |
| NSRGY | Sell | NESTLE SA-SPONS ADRamerican depository receipts | $7,669,000 | -8.3% | 74,464 | -3.6% | 0.55% | +10.4% |
| TYL | Sell | TYLER TECHNOLOGIES INCordinary shares | $7,659,000 | -6.4% | 25,828 | -5.4% | 0.55% | +12.6% |
| STAG | Buy | STAG INDUSTRIAL INCordinary shares | $7,664,000 | +26.7% | 340,335 | +77.7% | 0.55% | +52.3% |
| GNTX | Sell | GENTEX CORPordinary shares | $7,537,000 | -27.5% | 340,131 | -5.2% | 0.54% | -12.8% |
| YUMC | Sell | YUM CHINA HOLDINGS INCordinary shares | $7,388,000 | -14.4% | 173,308 | -3.6% | 0.53% | +3.1% |
| MKL | Buy | MARKEL CORPordinary shares | $7,315,000 | +45.1% | 7,883 | +78.7% | 0.53% | +74.3% |
| SFTBY | Sell | SOFTBANK GROUP CORP-UNSP ADRamerican depository receipts | $6,654,000 | -20.9% | 377,232 | -3.4% | 0.48% | -4.8% |
| TSM | Sell | TAIWAN SEMICONDUCTOR-SP ADRamerican depository receipts | $6,519,000 | -40.2% | 136,409 | -27.3% | 0.47% | -28.0% |
| LKFN | Sell | LAKELAND FINANCIAL CORPordinary shares | $6,330,000 | -28.7% | 172,244 | -5.1% | 0.46% | -14.3% |
| PEN | Sell | PENUMBRA INCordinary shares | $6,332,000 | -6.8% | 39,249 | -5.1% | 0.46% | +12.0% |
| CNA | Sell | CNA FINANCIAL CORPordinary shares | $5,630,000 | -34.4% | 181,388 | -5.2% | 0.41% | -21.0% |
| PAYC | Sell | PAYCOM SOFTWARE INCordinary shares | $5,631,000 | -47.6% | 27,874 | -31.4% | 0.41% | -36.9% |
| MKC | Sell | MCCORMICK & CO-NON VTG SHRSordinary shares | $5,601,000 | -21.1% | 39,664 | -5.1% | 0.40% | -5.2% |
| SIVB | Sell | SVB FINANCIAL GROUPordinary shares | $5,481,000 | -43.1% | 36,280 | -5.4% | 0.40% | -31.5% |
| PCTY | Sell | PAYLOCITY HOLDING CORPordinary shares | $5,170,000 | -47.9% | 58,533 | -28.7% | 0.37% | -37.3% |
| COST | Buy | COSTCO WHOLESALE CORPordinary shares | $5,069,000 | +2.4% | 17,778 | +5.6% | 0.37% | +23.2% |
| EWY | Sell | ISHARES MSCI SOUTH KOREA ETFequity etfs | $4,985,000 | -27.2% | 106,239 | -3.5% | 0.36% | -12.4% |
| VAR | Sell | VARIAN MEDICAL SYSTEMS INCordinary shares | $4,737,000 | -31.6% | 46,142 | -5.4% | 0.34% | -17.8% |
| AXON | Buy | AXON ENTERPRISE INCordinary shares | $4,628,000 | +4.5% | 65,394 | +8.2% | 0.33% | +25.6% |
| TMSNY | Sell | TEMENOS AG-SP ADRamerican depository receipts | $4,603,000 | -20.2% | 35,756 | -2.5% | 0.33% | -4.0% |
| THO | Sell | THOR INDUSTRIES INCordinary shares | $4,519,000 | -45.9% | 107,145 | -4.8% | 0.33% | -35.1% |
| PRLB | Sell | PROTO LABS INCordinary shares | $4,514,000 | -29.0% | 59,288 | -5.3% | 0.33% | -14.7% |
| WCN | New | WASTE CONNECTIONS INCordinary shares | $4,167,000 | – | 53,763 | +100.0% | 0.30% | – |
| FRCOY | Sell | FAST RETAILING CO-UNSPON ADRamerican depository receipts | $4,012,000 | -47.0% | 99,626 | -21.4% | 0.29% | -36.1% |
| CDLX | New | CARDLYTICS INCordinary shares | $3,560,000 | – | 101,826 | +100.0% | 0.26% | – |
| BLX | Sell | BANCO LATINOAMERICANO COME-Eordinary shares | $3,445,000 | -53.3% | 334,164 | -3.1% | 0.25% | -43.8% |
| HSKA | Sell | HESKA CORPordinary shares | $3,420,000 | -45.5% | 61,838 | -5.4% | 0.25% | -34.5% |
| BUD | Sell | ANHEUSER-BUSCH INBEV SPN ADRamerican depository receipts | $3,412,000 | -47.9% | 77,337 | -3.1% | 0.25% | -37.4% |
| QLTA | New | ISHARES AAA - A RATED CORPORbond etfs | $3,348,000 | – | 60,715 | +100.0% | 0.24% | – |
| ABB | Sell | ABB LTD-SPON ADRamerican depository receipts | $3,324,000 | -30.9% | 192,572 | -3.5% | 0.24% | -17.0% |
| CERN | Buy | CERNER CORPordinary shares | $3,219,000 | -9.4% | 51,099 | +5.5% | 0.23% | +8.9% |
| DIS | Buy | WALT DISNEY CO/THEordinary shares | $3,092,000 | +37.7% | 32,006 | +106.1% | 0.22% | +65.2% |
| FANUY | Sell | FANUC CORP-UNSP ADRamerican depository receipts | $3,055,000 | -30.8% | 231,102 | -3.5% | 0.22% | -16.6% |
| LASR | Sell | NLIGHT INCordinary shares | $2,923,000 | -50.5% | 278,631 | -4.3% | 0.21% | -40.4% |
| VOO | Sell | VANGUARD S&P 500 ETFequity etfs | $2,858,000 | -39.5% | 12,067 | -24.4% | 0.21% | -27.5% |
| D | Buy | DOMINION ENERGY INCordinary shares | $2,412,000 | -8.8% | 33,412 | +4.6% | 0.17% | +9.4% |
| NMRK | Sell | NEWMARK GROUP INC-CLASS Aordinary shares | $2,089,000 | -68.4% | 491,466 | -0.1% | 0.15% | -62.0% |
| WEC | Buy | WEC ENERGY GROUP INCordinary shares | $1,799,000 | -0.1% | 20,417 | +4.6% | 0.13% | +20.4% |
| SABR | Sell | SABRE CORPordinary shares | $1,795,000 | -74.9% | 302,782 | -4.9% | 0.13% | -69.7% |
| BND | Sell | VANGUARD TOTAL BOND MARKETbond etfs | $1,708,000 | -19.0% | 20,011 | -20.4% | 0.12% | -3.1% |
| AFK | Sell | VANECK AFRICA INDEXequity etfs | $1,616,000 | -39.6% | 127,811 | -3.1% | 0.12% | -27.3% |
| WMT | Buy | WALMART INCordinary shares | $1,606,000 | +0.1% | 14,133 | +4.6% | 0.12% | +20.8% |
| CME | Buy | CME GROUP INCordinary shares | $1,580,000 | -10.1% | 9,135 | +4.3% | 0.11% | +7.5% |
| UPS | Buy | UNITED PARCEL SERVICE-CL Bordinary shares | $1,546,000 | +7.8% | 16,546 | +35.1% | 0.11% | +30.2% |
| SLB | Sell | SCHLUMBERGER LTDordinary shares | $1,496,000 | -67.4% | 110,921 | -2.9% | 0.11% | -60.9% |
| PAYX | Buy | PAYCHEX INCordinary shares | $1,442,000 | -23.1% | 22,916 | +4.0% | 0.10% | -7.1% |
| PG | Buy | PROCTER & GAMBLE CO/THEordinary shares | $1,443,000 | -7.7% | 13,119 | +4.8% | 0.10% | +10.6% |
| JNJ | Buy | JOHNSON & JOHNSONordinary shares | $1,302,000 | -6.1% | 9,928 | +4.4% | 0.09% | +13.3% |
| TXN | Buy | TEXAS INSTRUMENTS INCordinary shares | $1,203,000 | -18.4% | 12,042 | +4.8% | 0.09% | -2.2% |
| KO | Buy | COCA-COLA CO/THEordinary shares | $1,069,000 | -16.4% | 24,167 | +4.6% | 0.08% | 0.0% |
| VTIP | Buy | VANGUARD SHORT-TERM TIPSbond etfs | $865,000 | +9.2% | 17,753 | +10.5% | 0.06% | +29.2% |
| VEA | Sell | VANGUARD FTSE DEVELOPED ETFequity etfs | $845,000 | -39.8% | 25,356 | -20.4% | 0.06% | -27.4% |
| VO | Sell | VANGUARD MID-CAP ETFequity etfs | $737,000 | -42.4% | 5,598 | -22.1% | 0.05% | -31.2% |
| VTR | Buy | VENTAS INC.ordinary shares | $739,000 | -50.9% | 27,584 | +5.8% | 0.05% | -41.1% |
| VWO | Sell | VANGUARD FTSE EMERGING MARKEequity etfs | $534,000 | -41.3% | 15,902 | -22.3% | 0.04% | -29.1% |
| DGX | Sell | QUEST DIAGNOSTICS INCordinary shares | $391,000 | -25.0% | 4,871 | -0.1% | 0.03% | -9.7% |
| ADC | Sell | AGREE REALTY CORPordinary shares | $381,000 | -12.0% | 6,160 | -0.1% | 0.03% | +7.7% |
| TSCO | TRACTOR SUPPLY COMPANYordinary shares | $366,000 | -9.6% | 4,334 | 0.0% | 0.03% | +8.3% | |
| PEB | Buy | PEBBLEBROOK HOTEL TRUSTordinary shares | $315,000 | -8.2% | 28,945 | +126.4% | 0.02% | +9.5% |
| EHC | Sell | ENCOMPASS HEALTH CORPordinary shares | $308,000 | -7.5% | 4,807 | -0.1% | 0.02% | +10.0% |
| OGE | Sell | OGE ENERGY CORPordinary shares | $275,000 | -31.1% | 8,961 | -0.1% | 0.02% | -16.7% |
| UGI | New | UGI CORPordinary shares | $258,000 | – | 9,659 | +100.0% | 0.02% | – |
| VB | Sell | VANGUARD SMALL-CAP ETFequity etfs | $238,000 | -44.9% | 2,066 | -20.8% | 0.02% | -34.6% |
| MSTF | New | MONARCH STAFFING INCordinary shares | $0 | – | 100,000 | +100.0% | 0.00% | – |
| SNNT | New | SYNTHONICS TECHNOLOGIES INCordinary shares | $0 | – | 10,000 | +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% | – |
| VPLM | VOIP-PAL.COM INCordinary shares | $2,000 | -50.0% | 195,000 | 0.0% | 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% | – |
| VNQ | Exit | VANGUARD REAL ESTATE ETFequity etfs | $0 | – | -2,885 | -100.0% | -0.02% | – |
| GLW | Exit | CORNING INCordinary shares | $0 | – | -147,715 | -100.0% | -0.26% | – |
| TXRH | Exit | TEXAS ROADHOUSE INCordinary shares | $0 | – | -108,796 | -100.0% | -0.37% | – |
| SPY | Exit | SPY 17JAN20 250.0 Pput | $0 | – | -26,000 | -100.0% | -0.50% | – |
| HAS | Exit | HASBRO INCordinary shares | $0 | – | -89,662 | -100.0% | -0.57% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-13
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.