Motive Wealth Advisors Purchases and Sells in Q4 2025

Motive Wealth Advisors

$228 Million
Q4 2025

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	4.33K + 2.93%	$86.09 - $89.88 $373K - $389K	152K $13.5M
LLY	7 + 0.75%	$799.57 - $1025.28 $5.6K - $7.18K	938 $958K
AMZN	71 + 0.67%	$213.04 - $254.0 $15.1K - $18K	10.6K $2.5M
AGG	955 + 0.67%	$99.87 - $101.27 $95.4K - $96.7K	144K $14.4M
CRM	198 + 20.73%	$235.69 - $263.41 $46.7K - $52.2K	1.15K $273K
CSCO	131 + 3.5%	$67.46 - $78.0 $8.84K - $10.2K	3.88K $301K

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ESGU	4.79K New	$142.82 - $150.36 $684K - $720K	4.79K $703K
ESGD	3.51K New	$91.84 - $96.06 $323K - $337K	3.51K $332K
VONG	2.37K New	$118.2 - $126.51 $280K - $300K	2.37K $287K
MU	1.07K New	$181.6 - $253.3 $193K - $270K	1.07K $262K
ISRG	449 New	$429.59 - $576.2 $193K - $259K	449 $245K
NEE	2.64K New	$78.18 - $86.03 $206K - $227K	2.64K $226K

Top Sells

Reduced Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	-7.9K - 10.08%	$100.37 - $100.72 $793K - $796K	70.5K $7.09M
IUSG	-3.8K - 7.29%	$161.21 - $171.97 $613K - $654K	48.4K $7.98M
SPYG	-5.69K - 7.14%	$102.4 - $109.39 $583K - $623K	74K $7.76M
META	-30 - 1.2%	$609.01 - $751.67 $18.3K - $22.6K	2.47K $1.5M
VEA	-12.2K - 2.92%	$59.18 - $62.09 $723K - $758K	406K $24.9M
ORCL	-120 - 6.57%	$217.57 - $313.0 $26.1K - $37.6K	1.71K $375K

Activity Summary All Purchases 31 New Holdings 9 Increased Positions 22 All Sells 52 Reductions 52 Sold out 0 Calls 0 Puts 0

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