$1.76 Billion is the total value of Motley Fool Wealth Management, LLC's 121 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 23.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Sell | AMAZON.COM INCordinary shares | $118,741,000 | +40.6% | 43,040 | -0.7% | 6.75% | +10.6% |
| SPLK | Sell | SPLUNK INCordinary shares | $91,077,000 | +53.8% | 458,366 | -2.3% | 5.18% | +21.1% |
| PYPL | Sell | PAYPAL HOLDINGS INCordinary shares | $88,336,000 | +79.1% | 507,010 | -1.6% | 5.02% | +40.9% |
| MELI | Sell | MERCADOLIBRE INCordinary shares | $79,939,000 | +98.4% | 81,093 | -1.7% | 4.54% | +56.1% |
| GOOG | Sell | ALPHABET INC-CL Cordinary shares | $60,208,000 | +20.6% | 42,592 | -0.8% | 3.42% | -5.1% |
| NFLX | Sell | NETFLIX INCordinary shares | $56,258,000 | +18.7% | 123,634 | -2.1% | 3.20% | -6.6% |
| CRM | Sell | SALESFORCE.COM INCordinary shares | $54,297,000 | +26.5% | 289,849 | -2.8% | 3.08% | -0.5% |
| BSCO | Buy | INVESCO BULLETSHARES 2024 CObond etfs | $35,942,000 | +139.7% | 1,630,751 | +124.6% | 2.04% | +88.6% |
| SBUX | Sell | STARBUCKS CORPordinary shares | $34,127,000 | +11.5% | 463,748 | -0.4% | 1.94% | -12.3% |
| IPGP | Sell | IPG PHOTONICS CORPordinary shares | $32,076,000 | +43.0% | 199,987 | -1.7% | 1.82% | +12.5% |
| BKNG | Sell | BOOKING HOLDINGS INCordinary shares | $31,126,000 | +16.1% | 19,548 | -1.9% | 1.77% | -8.7% |
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INCordinary shares | $30,041,000 | +41.8% | 243,561 | -2.9% | 1.71% | +11.6% |
| FB | Buy | FACEBOOK INC-CLASS Aordinary shares | $29,987,000 | +36.7% | 132,061 | +0.4% | 1.70% | +7.6% |
| BSCR | New | INVESCO BULLETSHARES 2027 CObond etfs | $28,838,000 | – | 1,324,071 | +100.0% | 1.64% | – |
| BSCQ | New | INVESCO BULLETSHARES 2026 CObond etfs | $28,659,000 | – | 1,332,979 | +100.0% | 1.63% | – |
| AMT | Buy | AMERICAN TOWER CORPordinary shares | $26,429,000 | +33.1% | 102,224 | +12.1% | 1.50% | +4.7% |
| BSCM | Buy | INVESCO BULLETSHARES 2022 CObond etfs | $25,576,000 | +12.2% | 1,172,152 | +8.9% | 1.45% | -11.7% |
| BSCN | New | INVESCO BULLETSHARES 2023 CObond etfs | $25,542,000 | – | 1,173,787 | +100.0% | 1.45% | – |
| BSCL | Buy | INVESCO BULLETSHARES 2021 CObond etfs | $25,325,000 | +11.1% | 1,185,075 | +9.0% | 1.44% | -12.6% |
| MA | Buy | MASTERCARD INC - Aordinary shares | $23,705,000 | +31.0% | 80,167 | +7.0% | 1.35% | +3.1% |
| ZEN | Sell | ZENDESK INCordinary shares | $22,929,000 | +34.5% | 258,998 | -2.8% | 1.30% | +5.8% |
| EVBG | Sell | EVERBRIDGE INCordinary shares | $22,746,000 | +18.1% | 164,400 | -9.2% | 1.29% | -7.1% |
| BSCK | Sell | INVESCO BULLETSHARES 2020 CObond etfs | $22,488,000 | -0.9% | 1,056,770 | -2.2% | 1.28% | -22.0% |
| ALRM | Buy | ALARM.COM HOLDINGS INCordinary shares | $21,091,000 | +74.0% | 325,433 | +4.5% | 1.20% | +36.9% |
| WSO | Buy | WATSCO INCordinary shares | $21,003,000 | +13.9% | 118,196 | +1.3% | 1.19% | -10.4% |
| BSCP | New | INVESCO BULLETSHARES 2025 CObond etfs | $20,744,000 | – | 933,579 | +100.0% | 1.18% | – |
| BR | Buy | BROADRIDGE FINANCIAL SOLUTIOordinary shares | $20,263,000 | +34.3% | 160,574 | +0.9% | 1.15% | +5.7% |
| DFJ | Sell | WISDOMTREE JPN S/C DVD FUNDequity etfs | $19,325,000 | +9.6% | 302,147 | -0.4% | 1.10% | -13.7% |
| TCEHY | Buy | TENCENT HOLDINGS LTD-UNS ADRamerican depository receipts | $18,813,000 | +35.0% | 293,948 | +3.5% | 1.07% | +6.3% |
| TEAM | Buy | ATLASSIAN CORP PLC-CLASS Aordinary shares | $18,630,000 | +36.6% | 103,345 | +4.0% | 1.06% | +7.5% |
| PANW | Sell | PALO ALTO NETWORKS INCordinary shares | $18,108,000 | +35.9% | 78,841 | -2.9% | 1.03% | +7.0% |
| CMCSA | Buy | COMCAST CORP-CLASS Aordinary shares | $17,419,000 | +19.0% | 446,882 | +4.9% | 0.99% | -6.3% |
| BSCS | Sell | INVESCO BULLETSHARES 2028bond etfs | $17,346,000 | +8.6% | 756,154 | -2.2% | 0.99% | -14.5% |
| IEUR | Sell | ISHARES CORE MSCI EUROPEequity etfs | $17,085,000 | +14.9% | 399,552 | -0.4% | 0.97% | -9.6% |
| RMD | Buy | RESMED INCordinary shares | $16,971,000 | +31.2% | 88,390 | +0.7% | 0.96% | +3.2% |
| MSFT | Sell | MICROSOFT CORPordinary shares | $16,427,000 | +28.8% | 80,719 | -0.2% | 0.93% | +1.3% |
| DFE | Sell | WISDOMTREE EUR S/C DIVIDENDequity etfs | $15,447,000 | +21.3% | 311,908 | -0.4% | 0.88% | -4.6% |
| MDT | Buy | MEDTRONIC PLCordinary shares | $14,930,000 | +4.9% | 162,809 | +3.1% | 0.85% | -17.5% |
| TDOC | Sell | TELADOC HEALTH INCordinary shares | $14,632,000 | -7.3% | 76,674 | -24.7% | 0.83% | -27.0% |
| IBDT | Sell | ISHARES IBONDS DEC 2028 ETFbond etfs | $14,504,000 | +7.5% | 502,929 | -2.2% | 0.82% | -15.4% |
| LCII | Sell | LCI INDUSTRIESordinary shares | $13,150,000 | +66.6% | 114,366 | -3.2% | 0.75% | +31.1% |
| XPO | Buy | XPO LOGISTICS INCordinary shares | $12,783,000 | +59.5% | 165,471 | +0.6% | 0.73% | +25.4% |
| EMN | Sell | EASTMAN CHEMICAL COordinary shares | $12,708,000 | +43.4% | 182,482 | -4.1% | 0.72% | +12.8% |
| COO | Buy | COOPER COS INC/THEordinary shares | $12,393,000 | +3.5% | 43,692 | +0.6% | 0.70% | -18.5% |
| AAPL | Buy | APPLE INCordinary shares | $12,205,000 | +47.1% | 33,458 | +2.5% | 0.69% | +15.7% |
| FAST | Buy | FASTENAL COordinary shares | $11,922,000 | +44.3% | 278,288 | +5.3% | 0.68% | +13.4% |
| HHC | Buy | HOWARD HUGHES CORP/THEordinary shares | $11,297,000 | +6.1% | 217,463 | +3.2% | 0.64% | -16.5% |
| BAM | Buy | BROOKFIELD ASSET MANAGE-CL Aordinary shares | $11,301,000 | +11.1% | 343,498 | +49.4% | 0.64% | -12.5% |
| VIVHY | Sell | VIVENDI SA-UNSPON ADRamerican depository receipts | $11,199,000 | +18.6% | 435,317 | -0.2% | 0.64% | -6.7% |
| HDB | Sell | HDFC BANK LTD-ADRamerican depository receipts | $11,101,000 | +17.8% | 244,194 | -0.3% | 0.63% | -7.2% |
| THO | Sell | THOR INDUSTRIES INCordinary shares | $10,899,000 | +141.2% | 102,314 | -4.5% | 0.62% | +89.9% |
| AXON | Buy | AXON ENTERPRISE INCordinary shares | $10,761,000 | +132.5% | 109,656 | +67.7% | 0.61% | +82.9% |
| NVO | Sell | NOVO-NORDISK A/S-SPONS ADRamerican depository receipts | $10,570,000 | +8.4% | 161,417 | -0.4% | 0.60% | -14.6% |
| CCI | Buy | CROWN CASTLE INTL CORPordinary shares | $10,154,000 | +16.2% | 60,678 | +0.3% | 0.58% | -8.6% |
| BABA | Sell | ALIBABA GROUP HOLDING-SP ADRamerican depository receipts | $9,958,000 | +10.5% | 46,166 | -0.4% | 0.57% | -13.1% |
| SFTBY | Sell | SOFTBANK GROUP CORP-UNSP ADRamerican depository receipts | $9,465,000 | +42.2% | 375,885 | -0.4% | 0.54% | +11.9% |
| STAG | Sell | STAG INDUSTRIAL INCordinary shares | $9,465,000 | +23.5% | 322,828 | -5.1% | 0.54% | -2.7% |
| BSJK | Sell | INVESCO BULLETSHARES 2020 HIbond etfs | $9,343,000 | -1.0% | 401,320 | -2.2% | 0.53% | -22.0% |
| EQIX | Buy | EQUINIX INCordinary shares | $9,263,000 | +13.1% | 13,190 | +0.6% | 0.53% | -11.1% |
| JBT | Buy | JOHN BEAN TECHNOLOGIES CORPordinary shares | $9,079,000 | +16.7% | 105,546 | +0.7% | 0.52% | -8.2% |
| TYL | Buy | TYLER TECHNOLOGIES INCordinary shares | $9,022,000 | +17.8% | 26,008 | +0.7% | 0.51% | -7.2% |
| PAYC | Buy | PAYCOM SOFTWARE INCordinary shares | $8,697,000 | +54.4% | 28,080 | +0.7% | 0.49% | +21.4% |
| PCTY | Buy | PAYLOCITY HOLDING CORPordinary shares | $8,599,000 | +66.3% | 58,943 | +0.7% | 0.49% | +31.1% |
| GNTX | Sell | GENTEX CORPordinary shares | $8,459,000 | +12.2% | 328,241 | -3.5% | 0.48% | -11.6% |
| YUMC | Sell | YUM CHINA HOLDINGS INCordinary shares | $8,301,000 | +12.4% | 172,692 | -0.4% | 0.47% | -11.6% |
| NSRGY | Sell | NESTLE SA-SPONS ADRamerican depository receipts | $8,193,000 | +6.8% | 74,185 | -0.4% | 0.47% | -15.9% |
| JLL | Buy | JONES LANG LASALLE INCordinary shares | $8,056,000 | +3.2% | 77,861 | +0.7% | 0.46% | -18.8% |
| SIVB | Buy | SVB FINANCIAL GROUPordinary shares | $7,874,000 | +43.7% | 36,535 | +0.7% | 0.45% | +12.9% |
| TSM | Sell | TAIWAN SEMICONDUCTOR-SP ADRamerican depository receipts | $7,718,000 | +18.4% | 135,950 | -0.3% | 0.44% | -6.8% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC-CL Bordinary shares | $7,583,000 | -1.4% | 42,480 | +1.0% | 0.43% | -22.3% |
| MKL | Buy | MARKEL CORPordinary shares | $7,429,000 | +1.6% | 8,047 | +2.1% | 0.42% | -20.1% |
| CDLX | Buy | CARDLYTICS INCordinary shares | $7,165,000 | +101.3% | 102,388 | +0.6% | 0.41% | +58.4% |
| PEN | Buy | PENUMBRA INCordinary shares | $7,064,000 | +11.6% | 39,506 | +0.7% | 0.40% | -12.3% |
| BRO | New | BROWN & BROWN INCordinary shares | $6,972,000 | – | 171,042 | +100.0% | 0.40% | – |
| MKC | Sell | MCCORMICK & CO-NON VTG SHRSordinary shares | $6,765,000 | +20.8% | 37,705 | -4.9% | 0.38% | -5.0% |
| PRLB | Buy | PROTO LABS INCordinary shares | $6,716,000 | +48.8% | 59,717 | +0.7% | 0.38% | +17.2% |
| PAYX | Buy | PAYCHEX INCordinary shares | $6,413,000 | +344.7% | 84,655 | +269.4% | 0.36% | +250.0% |
| LASR | Buy | NLIGHT INCordinary shares | $6,246,000 | +113.7% | 280,588 | +0.7% | 0.36% | +68.2% |
| EWY | Sell | ISHARES MSCI SOUTH KOREA ETFequity etfs | $6,048,000 | +21.3% | 105,860 | -0.4% | 0.34% | -4.4% |
| HSKA | Buy | HESKA CORPordinary shares | $5,800,000 | +69.6% | 62,251 | +0.7% | 0.33% | +33.6% |
| FRCOY | Sell | FAST RETAILING CO-UNSPON ADRamerican depository receipts | $5,698,000 | +42.0% | 99,568 | -0.1% | 0.32% | +11.7% |
| VAR | Buy | VARIAN MEDICAL SYSTEMS INCordinary shares | $5,693,000 | +20.2% | 46,463 | +0.7% | 0.32% | -5.6% |
| TMSNY | Buy | TEMENOS AG-SP ADRamerican depository receipts | $5,583,000 | +21.3% | 35,984 | +0.6% | 0.32% | -4.5% |
| COST | Buy | COSTCO WHOLESALE CORPordinary shares | $5,532,000 | +9.1% | 18,246 | +2.6% | 0.31% | -14.2% |
| CNA | Sell | CNA FINANCIAL CORPordinary shares | $5,503,000 | -2.3% | 171,157 | -5.6% | 0.31% | -23.1% |
| ABB | Sell | ABB LTD-SPON ADRamerican depository receipts | $4,329,000 | +30.2% | 191,884 | -0.4% | 0.25% | +2.5% |
| FANUY | Sell | FANUC CORP-UNSP ADRamerican depository receipts | $4,105,000 | +34.4% | 230,336 | -0.3% | 0.23% | +5.4% |
| QLTA | Buy | ISHARES AAA - A RATED CORPORbond etfs | $3,905,000 | +16.6% | 67,515 | +11.2% | 0.22% | -8.3% |
| CERN | Buy | CERNER CORPordinary shares | $3,882,000 | +20.6% | 56,627 | +10.8% | 0.22% | -4.7% |
| BLX | Sell | BANCO LATINOAMERICANO COME-Eordinary shares | $3,825,000 | +11.0% | 332,575 | -0.5% | 0.22% | -12.9% |
| BUD | Sell | ANHEUSER-BUSCH INBEV SPN ADRamerican depository receipts | $3,799,000 | +11.3% | 77,058 | -0.4% | 0.22% | -12.2% |
| VOO | Buy | VANGUARD S&P 500 ETFequity etfs | $3,758,000 | +31.5% | 13,259 | +9.9% | 0.21% | +3.9% |
| DIS | Buy | WALT DISNEY CO/THEordinary shares | $3,601,000 | +16.5% | 32,292 | +0.9% | 0.20% | -8.1% |
| AVLR | New | AVALARA INCordinary shares | $3,402,000 | – | 25,560 | +100.0% | 0.19% | – |
| HQY | New | HEALTHEQUITY INCordinary shares | $2,737,000 | – | 46,643 | +100.0% | 0.16% | – |
| D | Sell | DOMINION ENERGY INCordinary shares | $2,551,000 | +5.8% | 31,425 | -5.9% | 0.14% | -16.7% |
| SABR | Sell | SABRE CORPordinary shares | $2,306,000 | +28.5% | 286,069 | -5.5% | 0.13% | +0.8% |
| NMRK | Sell | NEWMARK GROUP INC-CLASS Aordinary shares | $2,138,000 | +2.3% | 439,867 | -10.5% | 0.12% | -19.9% |
| AFK | Sell | VANECK AFRICA INDEXequity etfs | $2,089,000 | +29.3% | 127,356 | -0.4% | 0.12% | +1.7% |
| SLB | Sell | SCHLUMBERGER LTDordinary shares | $2,033,000 | +35.9% | 110,570 | -0.3% | 0.12% | +7.4% |
| BND | Sell | VANGUARD TOTAL BOND MARKETbond etfs | $1,750,000 | +2.5% | 19,810 | -1.0% | 0.10% | -19.5% |
| UPS | Sell | UNITED PARCEL SERVICE-CL Bordinary shares | $1,741,000 | +12.6% | 15,663 | -5.3% | 0.10% | -11.6% |
| WEC | Sell | WEC ENERGY GROUP INCordinary shares | $1,680,000 | -6.6% | 19,169 | -6.1% | 0.10% | -26.9% |
| WMT | Sell | WALMART INCordinary shares | $1,632,000 | +1.6% | 13,628 | -3.6% | 0.09% | -19.8% |
| PG | Sell | PROCTER & GAMBLE CO/THEordinary shares | $1,471,000 | +1.9% | 12,301 | -6.2% | 0.08% | -19.2% |
| TXN | Sell | TEXAS INSTRUMENTS INCordinary shares | $1,434,000 | +19.2% | 11,291 | -6.2% | 0.08% | -6.9% |
| CME | Sell | CME GROUP INCordinary shares | $1,409,000 | -10.8% | 8,668 | -5.1% | 0.08% | -29.8% |
| JNJ | Sell | JOHNSON & JOHNSONordinary shares | $1,299,000 | -0.2% | 9,237 | -7.0% | 0.07% | -21.3% |
| KO | Sell | COCA-COLA CO/THEordinary shares | $1,014,000 | -5.1% | 22,689 | -6.1% | 0.06% | -24.7% |
| VEA | Sell | VANGUARD FTSE DEVELOPED ETFequity etfs | $947,000 | +12.1% | 24,408 | -3.7% | 0.05% | -11.5% |
| VTR | Sell | VENTAS INC.ordinary shares | $948,000 | +28.3% | 25,899 | -6.1% | 0.05% | +1.9% |
| VTIP | Sell | VANGUARD SHORT-TERM TIPSbond etfs | $889,000 | +2.8% | 17,728 | -0.1% | 0.05% | -17.7% |
| VO | Sell | VANGUARD MID-CAP ETFequity etfs | $864,000 | +17.2% | 5,270 | -5.9% | 0.05% | -7.5% |
| VWO | Sell | VANGUARD FTSE EMERGING MARKEequity etfs | $610,000 | +14.2% | 15,388 | -3.2% | 0.04% | -10.3% |
| VB | Sell | VANGUARD SMALL-CAP ETFequity etfs | $282,000 | +18.5% | 1,937 | -6.2% | 0.02% | -5.9% |
| VCSH | New | VANGUARD S/T CORP BOND ETFbond etfs | $261,000 | – | 3,159 | +100.0% | 0.02% | – |
| CLYW | Exit | CALYPSO WIRELESS INCordinary shares | $0 | – | -10,000 | -100.0% | 0.00% | – |
| ELCR | ELECTRIC CAR COMPANY INCordinary shares | $0 | – | 31,000 | 0.0% | 0.00% | – | |
| VPLM | VOIP-PAL.COM INCordinary shares | $2,000 | 0.0% | 195,000 | 0.0% | 0.00% | – | |
| HTDS | HARD TO TREAT DISEASES INCordinary shares | $0 | – | 199,800 | 0.0% | 0.00% | – | |
| MSTF | MONARCH STAFFING INCordinary shares | $0 | – | 100,000 | 0.0% | 0.00% | – | |
| SNNT | SYNTHONICS TECHNOLOGIES INCordinary shares | $0 | – | 10,000 | 0.0% | 0.00% | – | |
| GETG | Exit | GREEN EARTH TECHNOLOGIES INCordinary shares | $0 | – | -137,500 | -100.0% | 0.00% | – |
| UGI | Exit | UGI CORPordinary shares | $0 | – | -9,659 | -100.0% | -0.02% | – |
| OGE | Exit | OGE ENERGY CORPordinary shares | $0 | – | -8,961 | -100.0% | -0.02% | – |
| EHC | Exit | ENCOMPASS HEALTH CORPordinary shares | $0 | – | -4,807 | -100.0% | -0.02% | – |
| PEB | Exit | PEBBLEBROOK HOTEL TRUSTordinary shares | $0 | – | -28,945 | -100.0% | -0.02% | – |
| TSCO | Exit | TRACTOR SUPPLY COMPANYordinary shares | $0 | – | -4,334 | -100.0% | -0.03% | – |
| DGX | Exit | QUEST DIAGNOSTICS INCordinary shares | $0 | – | -4,871 | -100.0% | -0.03% | – |
| ADC | Exit | AGREE REALTY CORPordinary shares | $0 | – | -6,160 | -100.0% | -0.03% | – |
| WCN | Exit | WASTE CONNECTIONS INCordinary shares | $0 | – | -53,763 | -100.0% | -0.30% | – |
| LKFN | Exit | LAKELAND FINANCIAL CORPordinary shares | $0 | – | -172,244 | -100.0% | -0.46% | – |
| DGS | Exit | WISDOMTREE EM SMALL CAPequity etfs | $0 | – | -232,969 | -100.0% | -0.56% | – |
| IBDP | Exit | ISHARES IBONDS DEC 2024 TERMbond etfs | $0 | – | -802,412 | -100.0% | -1.43% | – |
| IBDO | Exit | ISHARES IBONDS DEC 2023 TERMbond etfs | $0 | – | -893,730 | -100.0% | -1.61% | – |
| IBDQ | Exit | ISHARES IBONDS DEC 2025 TERMbond etfs | $0 | – | -907,749 | -100.0% | -1.64% | – |
| IBDS | Exit | ISHRS IBNDS DEC 27 CORP ETFbond etfs | $0 | – | -1,198,200 | -100.0% | -2.12% | – |
| IBDR | Exit | ISHARES IBONDS DEC 2026 TERMbond etfs | $0 | – | -1,221,929 | -100.0% | -2.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-12
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.