Motley Fool Wealth Management, LLC - Q1 2022 holdings

$2.09 Billion is the total value of Motley Fool Wealth Management, LLC's 128 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .

 Value Shares↓ Weighting
CSGP NewCOSTAR GROUP INC$16,728,000251,134
+100.0%
0.80%
AON NewAON PLC-CLASS A$11,801,00036,239
+100.0%
0.56%
TWLO NewTWILIO INC - A$10,958,00066,490
+100.0%
0.52%
EPAM NewEPAM SYSTEMS INC$8,754,00029,513
+100.0%
0.42%
GSHD NewGOOSEHEAD INSURANCE INC -A$5,113,00065,071
+100.0%
0.24%
LOB NewLIVE OAK BANCSHARES INC$4,503,00088,492
+100.0%
0.22%
ADC NewAGREE REALTY CORPreit$1,082,00016,305
+100.0%
0.05%
NewMOTLEY FOOL GLOBAL OPPetf$335,00011,509
+100.0%
0.02%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-05-04
Signatures

The EDGAR filing(s) were signed by:

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
NameQuarters ownedLatest quarter ownedMax weighting
AMAZON.COM INC36Q3 20237.2%
META PLATFORMS INC-CLASS A36Q3 20235.5%
MERCADOLIBRE INC36Q3 20236.2%
STARBUCKS CORP36Q3 20235.1%
MASTERCARD INC CLASS A36Q3 20234.0%
NETFLIX INC36Q3 20233.4%
AMERN TOWER CORP REIT36Q3 20232.4%
BROADRIDGE FINL SOLU36Q3 20231.6%
GENTEX CORP36Q3 20231.8%
MARKEL GROUP INC36Q3 20232.2%

View Motley Fool Wealth Management, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-02
13F-HR2023-11-13
13F-HR2023-08-09
13F-HR2023-05-10
13F-HR2023-02-09
13F-HR2022-11-14
13F-HR2022-08-11
13F-HR2022-05-04
13F-HR2022-02-10
13F-HR2021-11-12

View Motley Fool Wealth Management, LLC's complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (2093863000.0 != 2093864000.0)

Export Motley Fool Wealth Management, LLC's holdings