$1.44 Trillion is the total value of Motley Fool Wealth Management, LLC's 133 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 30.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Sell | AMAZON.COM INCordinary shares | $58,144,685 | +72816.0% | 692,889 | -1.8% | 4.04% | -22.6% |
| BKNG | Sell | BOOKING HOLDINGS INCordinary shares | $54,873,742 | +120748.6% | 27,239 | -1.4% | 3.81% | +28.2% |
| GOOG | Sell | ALPHABET INC. CLASS Cordinary shares | $46,034,191 | +90283.6% | 519,209 | -2.0% | 3.20% | -4.1% |
| MELI | Sell | MERCADOLIBRE INCordinary shares | $42,866,535 | +100327.6% | 50,702 | -1.7% | 2.98% | +6.5% |
| EQIX | Sell | EQUINIX INC REITordinary shares | $40,402,385 | +114633.9% | 61,722 | -0.3% | 2.81% | +21.7% |
| MA | Sell | MASTERCARD INC CLASS Aordinary shares | $39,460,933 | +120226.1% | 113,541 | -1.6% | 2.74% | +27.7% |
| SPLK | Sell | SPLUNK INCordinary shares | $37,178,511 | +111073.1% | 432,232 | -2.8% | 2.58% | +18.0% |
| BMRN | Sell | BIOMARIN PHARMACEUTLordinary shares | $35,013,722 | +120358.7% | 338,642 | -1.2% | 2.43% | +27.8% |
| BSCN | Sell | INVSC BULLETSHARES 2023 CRP BND ETFbond etfs | $34,051,743 | +95075.1% | 1,623,038 | -5.3% | 2.36% | +1.0% |
| BSCO | Sell | INVSC BULLETSHAR 2024 CRPRT BND ETFbond etfs | $33,804,176 | +94836.9% | 1,650,167 | -5.5% | 2.35% | +0.7% |
| BSCP | Sell | INVSC BULLETSHARES 2025 CRP BND ETFbond etfs | $33,320,638 | +95224.4% | 1,654,424 | -5.6% | 2.31% | +1.1% |
| CRM | Sell | SALESFORCE INCordinary shares | $29,776,329 | +89755.5% | 224,757 | -2.4% | 2.07% | -4.7% |
| PANW | Sell | PALO ALTO NETWORKSordinary shares | $27,598,376 | +82497.7% | 197,898 | -3.0% | 1.92% | -12.3% |
| BSCQ | Sell | INVESCO BULLETSHARES 2026 CORPORATE BOND ETFbond etfs | $25,816,582 | +95897.4% | 1,364,196 | -5.4% | 1.79% | +1.9% |
| PYPL | Sell | PAYPAL HOLDINGS INCORPORordinary shares | $25,801,691 | +80783.0% | 362,597 | -2.2% | 1.79% | -14.2% |
| BSCS | Sell | INVESCO BULLETSHARS 2028CORP BD ETFbond etfs | $24,255,539 | +96133.0% | 1,236,645 | -6.1% | 1.68% | +2.1% |
| FB | Sell | META PLATFORMS INC CLASS Aordinary shares | $23,451,260 | +82769.6% | 195,018 | -6.5% | 1.63% | -12.1% |
| IBDP | New | ISHARES IBONDS DEC 2024 TERM CORPORATE ETFbond etfs | $22,739,149 | – | 931,153 | +100.0% | 1.58% | – |
| BRO | Sell | BROWN & BROWN INCordinary shares | $22,589,896 | +91320.1% | 396,697 | -2.9% | 1.57% | -3.0% |
| BSCR | Sell | INVESCO BULLETSHARES 2027 CORPORATE BOND ETFbond etfs | $22,117,106 | +96296.0% | 1,164,427 | -5.5% | 1.54% | +2.3% |
| NFLX | Sell | NETFLIX INCordinary shares | $21,044,411 | +124070.5% | 71,434 | -0.8% | 1.46% | +31.8% |
| WSO | Sell | WATSCO INCordinary shares | $20,536,543 | +76136.3% | 82,378 | -21.3% | 1.43% | -19.1% |
| AMT | Sell | AMERN TOWER CORP REITordinary shares | $19,992,480 | +98297.9% | 94,431 | -0.2% | 1.39% | +4.4% |
| AXON | Sell | AXON ENTERPRISE INCordinary shares | $19,459,634 | +95812.2% | 117,319 | -33.1% | 1.35% | +1.8% |
| New | ICON PLC Fordinary shares | $19,371,678 | – | 99,774 | +100.0% | 1.35% | – | |
| CSGP | Sell | COSTAR GROUP INCordinary shares | $18,877,523 | +110560.2% | 244,444 | -0.2% | 1.31% | +17.4% |
| DFJ | Sell | WISDOMTREE JAPAN SMALCP DIVIDEND ETFequity etfs | $18,122,749 | +106774.7% | 286,971 | -3.7% | 1.26% | +13.4% |
| HHC | Sell | HOWARD HUGHES CORPordinary shares | $16,463,459 | +125940.9% | 215,521 | -8.6% | 1.14% | +33.8% |
| BR | Sell | BROADRIDGE FINL SOLUordinary shares | $16,376,275 | +89988.4% | 122,160 | -3.0% | 1.14% | -4.5% |
| HDB | Sell | HDFC BK LTD FSPONSORED ADR 1 ADR REPS 3 ORD SHSamerican depository receipts | $16,021,232 | +113622.5% | 234,275 | -2.9% | 1.11% | +20.7% |
| RMD | Sell | RESMED INCordinary shares | $15,504,295 | +92110.6% | 74,527 | -3.2% | 1.08% | -2.2% |
| IEUR | Sell | ISHARES CORE MSCI EUROPEETFequity etfs | $14,989,750 | +96043.6% | 315,599 | -20.0% | 1.04% | +2.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY CLASS Bordinary shares | $14,829,462 | +119040.9% | 48,046 | +3.1% | 1.03% | +26.4% |
| Sell | AON PLC FCLASS Aordinary shares | $14,798,839 | +105779.9% | 49,324 | -5.5% | 1.03% | +12.3% | |
| ALRM | Sell | ALARM COM HLDGS INC SHordinary shares | $14,476,602 | +69991.0% | 292,695 | -8.1% | 1.01% | -25.6% |
| MSFT | Buy | MICROSOFT CORPordinary shares | $14,412,345 | +104953.9% | 60,159 | +2.1% | 1.00% | +11.5% |
| SBUX | Sell | STARBUCKS CORPordinary shares | $14,384,915 | +115525.1% | 145,074 | -1.7% | 1.00% | +22.7% |
| CMCSA | Sell | COMCAST CORP CLASS Aordinary shares | $14,122,760 | +112217.2% | 404,120 | -5.7% | 0.98% | +19.2% |
| NVO | Sell | NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHSamerican depository receipts | $13,498,498 | +131554.1% | 99,788 | -3.0% | 0.94% | +39.8% |
| New | BROOKFIELD CORPORATIONordinary shares | $13,169,628 | – | 418,670 | +100.0% | 0.92% | – | |
| BSCT | Sell | INVSC BLTSHRS 2029 CORP BND ETFbond etfs | $12,698,536 | +96680.2% | 714,456 | -5.7% | 0.88% | +2.7% |
| MKL | Buy | MARKEL CORPordinary shares | $11,963,276 | +124882.0% | 9,086 | +2.9% | 0.83% | +32.5% |
| MBB | Sell | ISHARES MBS ETFbond etfs | $11,919,523 | +42191.8% | 128,511 | -58.2% | 0.83% | -55.1% |
| PAYX | Buy | PAYCHEX INCordinary shares | $10,728,438 | +104772.3% | 92,957 | +2.0% | 0.74% | +11.2% |
| WCN | Sell | WASTE CONNECTIONSINC Fordinary shares | $10,196,854 | +95011.0% | 76,961 | -3.0% | 0.71% | +0.9% |
| VOO | Buy | VANGUARD S&P 500 ETFequity etfs | $9,998,053 | +285151.2% | 28,515 | +167.1% | 0.69% | +203.1% |
| STAG | Sell | STAG INDUSTRIAL INC REITordinary shares | $9,941,253 | +112868.8% | 307,766 | -0.6% | 0.69% | +20.0% |
| TSM | Sell | TAIWAN SEMICONDUCTR FSPONSORED ADR 1 ADR REPS 5 ORD SHSamerican depository receipts | $9,669,069 | +104975.7% | 129,866 | -3.2% | 0.67% | +11.6% |
| COO | Sell | COOPER COMPANIESordinary shares | $9,431,319 | +124078.0% | 28,534 | -0.9% | 0.66% | +31.8% |
| CNI | Buy | CANADIAN NATL RAILWY Fordinary shares | $9,278,929 | +151491.7% | 78,070 | +37.7% | 0.64% | +60.6% |
| DDOG | New | DATADOG, INCordinary shares | $9,263,153 | – | 126,117 | +100.0% | 0.64% | – |
| EPAM | Sell | EPAM SYSTEMS INCordinary shares | $9,231,928 | +89296.0% | 28,204 | -1.1% | 0.64% | -5.2% |
| COST | Buy | COSTCO WHOLESALE COordinary shares | $9,199,492 | +97559.2% | 20,168 | +1.1% | 0.64% | +3.6% |
| JBT | Sell | JOHN BEAN TECHS CORPordinary shares | $9,152,064 | +105156.6% | 100,196 | -0.9% | 0.64% | +11.8% |
| YUMC | Sell | YUM CHINA HOLDINGS INCordinary shares | $9,039,199 | +112188.2% | 165,414 | -2.7% | 0.63% | +19.2% |
| PCTY | Sell | PAYLOCITY HLDG CORPordinary shares | $8,757,597 | +79900.0% | 45,121 | -0.4% | 0.61% | -15.2% |
| GNTX | Sell | GENTEX CORPordinary shares | $8,467,657 | +113270.7% | 310,519 | -0.9% | 0.59% | +20.2% |
| IBDO | New | ISHARES IBONDS DEC 2023 TERM CORPORATE ETFbond etfs | $8,386,479 | – | 335,062 | +100.0% | 0.58% | – |
| JLL | Sell | JONES LANG LASALLEordinary shares | $8,346,995 | +104630.2% | 52,403 | -0.7% | 0.58% | +11.1% |
| PEN | Sell | PENUMBRA INCordinary shares | $8,262,813 | +116032.3% | 37,170 | -1.0% | 0.57% | +23.2% |
| AAPL | Buy | APPLE INCordinary shares | $8,184,914 | +96386.1% | 63,080 | +2.8% | 0.57% | +2.5% |
| TYL | Sell | TYLER TECHNOLOGIESordinary shares | $7,973,895 | +91956.0% | 24,746 | -0.7% | 0.55% | -2.3% |
| Sell | MEDTRONIC PLC Fordinary shares | $7,948,541 | +93007.0% | 102,323 | -3.2% | 0.55% | -1.3% | |
| HQY | Sell | HEALTHEQUITY INCordinary shares | $7,649,514 | +91226.6% | 124,165 | -0.4% | 0.53% | -3.1% |
| OKTA | Sell | OKTA INC CLASS Aordinary shares | $7,551,085 | +115643.2% | 110,597 | -3.6% | 0.52% | +22.7% |
| UPS | Buy | UNITED PARCEL SRVC CLASS Bordinary shares | $7,461,684 | +111585.1% | 42,957 | +3.9% | 0.52% | +18.5% |
| FAST | Buy | FASTENAL COordinary shares | $7,300,135 | +105991.2% | 154,393 | +3.3% | 0.51% | +12.7% |
| SHYG | Sell | ISHARES HIGH YIELD CORPORAT BOND ETFbond etfs | $7,079,862 | +97526.3% | 173,160 | -4.6% | 0.49% | +3.6% |
| New | ATLASSIAN CORP PLC FCLASS Aordinary shares | $7,039,444 | – | 54,738 | +100.0% | 0.49% | – | |
| CGNX | Sell | COGNEX CORPordinary shares | $6,660,151 | +111106.4% | 141,416 | -2.1% | 0.46% | +18.1% |
| PAYC | Sell | PAYCOM SOFTWARE INCordinary shares | $6,530,776 | +93223.5% | 21,064 | -0.7% | 0.45% | -0.9% |
| LCII | Sell | L C I INDUSTRIEordinary shares | $6,385,123 | +90034.4% | 69,069 | -1.1% | 0.44% | -4.5% |
| THO | Sell | THOR INDUSTRIES INCordinary shares | $5,939,677 | +107114.4% | 78,712 | -0.6% | 0.41% | +13.8% |
| EWY | Sell | ISHARES MSCI SOUTH KOREAETFequity etfs | $5,702,034 | +115302.4% | 100,952 | -3.2% | 0.40% | +22.6% |
| SLB | Sell | SCHLUMBERGER LTD Fordinary shares | $5,644,290 | +144329.1% | 105,595 | -3.0% | 0.39% | +53.1% |
| ABB | Sell | ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHSamerican depository receipts | $5,597,364 | +114906.5% | 183,812 | -3.1% | 0.39% | +21.9% |
| SIVB | Sell | SVB FINL GROUPordinary shares | $5,585,828 | +67598.8% | 24,286 | -1.2% | 0.39% | -28.1% |
| ARE | Buy | ALEXANDRIA REAL EST REITordinary shares | $5,453,186 | +106699.6% | 37,473 | +2.9% | 0.38% | +13.5% |
| TWLO | Sell | TWILIO INC CLASS Aordinary shares | $5,316,093 | +67924.2% | 108,658 | -3.9% | 0.37% | -27.9% |
| EMN | Buy | EASTMAN CHEMICAL COordinary shares | $5,313,067 | +197779.6% | 65,268 | +72.7% | 0.37% | +109.7% |
| BLX | Sell | BANCO LATINOAMERICANO Fordinary shares | $5,170,451 | +120255.0% | 319,103 | -3.0% | 0.36% | +27.8% |
| DIS | Buy | WALT DISNEY COordinary shares | $5,160,483 | +92282.4% | 59,469 | +0.4% | 0.36% | -2.2% |
| Sell | GXO LOGISTICS INCordinary shares | $4,961,089 | +120725.4% | 116,281 | -0.7% | 0.34% | +28.3% | |
| BUD | Sell | ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHSamerican depository receipts | $4,390,330 | +128084.8% | 73,141 | -3.6% | 0.30% | +36.2% |
| EVBG | Sell | EVERBRIDGE INC.ordinary shares | $4,010,851 | +87073.5% | 135,728 | -8.9% | 0.28% | -7.3% |
| XPO | Sell | XPO LOGISTICS INCordinary shares | $3,884,934 | +74181.7% | 116,725 | -0.6% | 0.27% | -21.1% |
| HSKA | Sell | HESKA CORPordinary shares | $3,638,260 | +83885.7% | 58,547 | -1.5% | 0.25% | -10.9% |
| PG | Buy | PROCTER & GAMBLEordinary shares | $3,360,558 | +123997.4% | 22,190 | +3.5% | 0.23% | +31.6% |
| MUB | New | ISHARES NATIONAL MUNI BOND ETFbond etfs | $3,284,244 | – | 31,124 | +100.0% | 0.23% | – |
| TSCO | New | TRACTOR SUPPLY COMPordinary shares | $3,274,148 | – | 14,558 | +100.0% | 0.23% | – |
| BND | Buy | VANGUARD TOTAL BOND MARKET ETFbond etfs | $3,202,607 | +143514.7% | 44,579 | +42.6% | 0.22% | +52.1% |
| New | BROOKFIELD ASSET MGM FCLASS Aordinary shares | $2,999,850 | – | 104,736 | +100.0% | 0.21% | – | |
| ANSS | Buy | ANSYS INCordinary shares | $2,904,549 | +109052.5% | 12,031 | +0.2% | 0.20% | +16.1% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFequity etfs | $2,794,246 | +206117.4% | 66,583 | +78.6% | 0.19% | +118.0% |
| LOB | Sell | LIVE OAK BANCSHARES INCOordinary shares | $2,622,419 | +97206.8% | 86,811 | -1.4% | 0.18% | +3.4% |
| WMT | Buy | WALMART INCordinary shares | $2,599,270 | +113059.3% | 18,345 | +3.6% | 0.18% | +20.7% |
| LASR | Sell | NLIGHT INCordinary shares | $2,609,557 | +104575.4% | 257,446 | -2.4% | 0.18% | +11.0% |
| RARE | Sell | ULTRAGENYX PHARMAordinary shares | $2,539,441 | +109358.7% | 54,884 | -2.0% | 0.18% | +15.8% |
| UPLD | Sell | UPLAND SOFTWARE INCordinary shares | $2,346,584 | +78302.4% | 329,224 | -10.6% | 0.16% | -16.8% |
| GSHD | Sell | GOOSEHEAD INSURANCE INC CLASS Aordinary shares | $2,203,164 | +95151.4% | 64,218 | -1.0% | 0.15% | +1.3% |
| VTR | Sell | VENTAS INC REITordinary shares | $2,088,421 | +109413.4% | 46,402 | -2.2% | 0.14% | +16.0% |
| TXN | Buy | TEXAS INSTRUMENTSordinary shares | $2,010,112 | +110528.1% | 12,182 | +3.8% | 0.14% | +17.6% |
| New | RXO, INCordinary shares | $2,003,549 | – | 116,529 | +100.0% | 0.14% | – | |
| AFK | Sell | VANECK AFRICA INDEX ETFequity etfs | $1,953,754 | +103000.5% | 121,668 | -3.2% | 0.14% | +9.7% |
| D | Sell | DOMINION ENERGY INCordinary shares | $1,930,782 | +85712.5% | 31,525 | -3.2% | 0.13% | -8.8% |
| WEC | Buy | W E C ENERGY GROUP INCordinary shares | $1,929,249 | +108345.7% | 20,590 | +3.5% | 0.13% | +15.5% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFequity etfs | $1,887,975 | +122257.4% | 9,878 | +14.9% | 0.13% | +29.7% |
| CME | Buy | CME GROUP INC CLASS Aordinary shares | $1,867,397 | +96606.2% | 11,112 | +1.9% | 0.13% | +3.2% |
| VO | Buy | VANGUARD MID CAP ETFequity etfs | $1,764,978 | +203004.5% | 8,682 | +87.8% | 0.12% | +115.8% |
| JNJ | Buy | JOHNSON & JOHNSONordinary shares | $1,745,973 | +110755.4% | 9,890 | +2.6% | 0.12% | +17.5% |
| VTIP | Sell | VANGUARD SHORT INFLATIONPROT ETF IVequity etfs | $1,631,923 | +73179.0% | 34,937 | -24.5% | 0.11% | -22.6% |
| FTCH | New | FARFETCH LIMITEDordinary shares | $1,588,220 | – | 336,268 | +100.0% | 0.11% | – |
| KO | Buy | THE COCA-COLA COordinary shares | $1,554,380 | +117566.9% | 24,453 | +3.7% | 0.11% | +25.6% |
| SBNY | Sell | SIGNATURE BANKordinary shares | $1,414,507 | +59609.0% | 12,277 | -21.7% | 0.10% | -36.8% |
| CDLX | Sell | CARDLYTICS INCordinary shares | $1,365,812 | +50113.7% | 236,363 | -18.3% | 0.10% | -46.6% |
| ADC | Buy | AGREE REALTY CORP REITordinary shares | $1,087,706 | +109217.2% | 15,349 | +4.3% | 0.08% | +16.9% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFequity etfs | $1,085,234 | +127274.9% | 27,866 | +19.3% | 0.08% | +33.9% |
| VB | Buy | VANGUARD SMALL CAP ETFordinary shares | $925,445 | +263559.5% | 5,048 | +145.5% | 0.06% | +178.3% |
| New | FIRST TRUST DOW JONES INTERNET INDEX FUNDequity etfs | $873,030 | – | 7,120 | +100.0% | 0.06% | – | |
| SPY | Sell | SPDR S&P 500 ETFequity etfs | $804,633 | +49753.3% | 2,104 | -53.5% | 0.06% | -47.2% |
| VNQ | Buy | VANGUARD REAL ESTATE ETFordinary shares | $679,697 | +317515.4% | 8,250 | +209.0% | 0.05% | +235.7% |
| VBK | New | VANGUARD SMALL CAP GROWTH INDEX FUNDequity etfs | $588,546 | – | 2,935 | +100.0% | 0.04% | – |
| CMF | Buy | ISHARES CALIFORNIA MUNI BOND ETFbond etfs | $590,279 | +124431.4% | 10,513 | +20.3% | 0.04% | +32.3% |
| STIP | New | ISHARES TIPS BOND ETFbond etfs | $509,798 | – | 4,787 | +100.0% | 0.04% | – |
| NVDA | New | NVIDIA CORPordinary shares | $410,056 | – | 2,806 | +100.0% | 0.03% | – |
| HACK | New | ETFMG PRIME CYBER SECURITY ETFequity etfs | $401,709 | – | 9,157 | +100.0% | 0.03% | – |
| XLC | New | COMMUNICAT SVS SLCT SEC SPDR ETFequity etfs | $279,070 | – | 5,826 | +100.0% | 0.02% | – |
| PNQI | New | Invesco NASDAQ Internet ETFequity etfs | $258,708 | – | 2,305 | +100.0% | 0.02% | – |
| XLY | New | SPDR FUND CONSUMER DISCRE SELECT ETFequity etfs | $240,519 | – | 1,868 | +100.0% | 0.02% | – |
| VOOG | VANGUARD S&P500 INDEX FUNDequity etfs | $224,018 | +101265.6% | 1,062 | 0.0% | 0.02% | +14.3% | |
| UUUU | New | ENERGY FUELS, INCordinary shares | $61,600 | – | 10,000 | +100.0% | 0.00% | – |
| VPLM | Exit | VOIP-PAL COM INCordinary shares | $0 | – | -195,000 | -100.0% | 0.00% | – |
| GSPE | GULFSLOPE ENERGY INCordinary shares | $903 | +90200.0% | 200,724 | 0.0% | 0.00% | – | |
| INTK | Exit | INDUSTRIAL NANOTECH INCordinary shares | $0 | – | -500,000 | -100.0% | 0.00% | – |
| TSLA | Exit | TESLA INCordinary shares | $0 | – | -1,110 | -100.0% | -0.02% | – |
| TMSNY | Exit | TEMENOS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHSamerican depository receipts | $0 | – | -37,446 | -100.0% | -0.16% | – |
| TSCDY | Exit | TRACTOR SUPPLY COMPordinary shares | $0 | – | -14,541 | -100.0% | -0.18% | – |
| FANUY | Exit | FANUC LTD JAPAN FSPONSORED ADR 1 ADR REPS 0.1 ORD SHSamerican depository receipts | $0 | – | -226,907 | -100.0% | -0.21% | – |
| Exit | iShares National Muni Bond ETFequity etfs | $0 | – | -32,615 | -100.0% | -0.22% | – | |
| FRCOY | Exit | FAST RETAILING CO FSPONSORED ADR 1 ADR REPS 0.1 ORD SHSamerican depository receipts | $0 | – | -100,135 | -100.0% | -0.35% | – |
| VIVHY | Exit | VIVENDI SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSamerican depository receipts | $0 | – | -827,796 | -100.0% | -0.42% | – |
| AVLR | Exit | AVALARA INCordinary shares | $0 | – | -73,771 | -100.0% | -0.44% | – |
| NSRGY | Exit | NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHSamerican depository receipts | $0 | – | -73,171 | -100.0% | -0.52% | – |
| DFE | Exit | WISDOMTREE EUROPE SMLCP DIVIDEND ETFequity etfs | $0 | – | -204,635 | -100.0% | -0.61% | – |
| Exit | UNIVERSAL MUSIC GROUP FUNSPONSORED ADR 1 ADR REPS 0.5 ORD SHSamerican depository receipts | $0 | – | -1,191,884 | -100.0% | -0.73% | – | |
| CLLNY | Exit | CELLNEX TELECOM S A FUNSPONSORED ADR 1 ADR REPS 0.5 ORD SHSamerican depository receipts | $0 | – | -778,638 | -100.0% | -0.78% | – |
| PING | Exit | PING IDENTITY HLDG CORPordinary shares | $0 | – | -438,777 | -100.0% | -0.81% | – |
| Exit | ATLASSIAN CORP PLC FCLASS Aordinary shares | $0 | – | -58,543 | -100.0% | -0.81% | – | |
| BSCM | Exit | INVSC BULLETSHARES 2022 CRP BND ETFbond etfs | $0 | – | -644,613 | -100.0% | -0.89% | – |
| BAM | Exit | BROOKFIELD ASSET MGM FCLASS Aordinary shares | $0 | – | -433,136 | -100.0% | -1.16% | – |
| Exit | SCHWAB VALUE ADVANTAGE MONEY INVordinary shares | $0 | – | -125,099 | -100.0% | -1.21% | – | |
| ZEN | Exit | ZENDESK INCordinary shares | $0 | – | -284,108 | -100.0% | -1.42% | – |
Signatures
The EDGAR filing(s) were signed by:
- Kyle Wirth — Chief Compliance Officer
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.
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