Motive Wealth Advisors Purchases and Sells in Q3 2025

Motive Wealth Advisors

$228 Million
Q3 2025

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	7.43K + 1.81%	$56.02 - $60.3 $416K - $448K	418K $25.1M
QUAL	1.48K + 1.94%	$182.33 - $194.5 $271K - $289K	78K $15.2M
AAPL	56 + 0.35%	$202.38 - $256.87 $11.3K - $14.4K	16.2K $4.13M
MUB	6.87K + 18.77%	$103.24 - $106.68 $710K - $733K	43.5K $4.63M
VWO	2.36K + 1.89%	$49.43 - $54.52 $117K - $129K	127K $6.89M
TSLA	46 + 0.98%	$293.94 - $444.72 $13.5K - $20.5K	4.72K $2.1M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	807 New	$237.77 - $353.61 $192K - $285K	807 $278K
MS	1.33K New	$139.09 - $161.16 $185K - $215K	1.33K $211K
KLAC	194 New	$843.9 - $1078.6 $164K - $209K	194 $209K
XAR	878 New	$205.52 - $234.96 $180K - $206K	878 $206K
GE VERNOVA INC	366 New	N/A	366 $0
LAM RESEARCH CORP	1.63K New	N/A	1.63K $0

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	-13.4K - 14.58%	$100.37 - $100.74 $1.34M - $1.35M	78.4K $7.89M
VTEB	-19.8K - 23.29%	$48.5 - $50.19 $961K - $994K	65.2K $3.27M
AGG	-8.12K - 5.36%	$97.75 - $100.75 $794K - $818K	143K $14.4M
NFLX	-13 - 2.02%	$1147.87 - $1297.18 $14.9K - $16.9K	629 $754K
KO	-701 - 18.85%	$65.67 - $71.67 $46K - $50.2K	3.02K $200K
CRM	-93 - 8.87%	$231.66 - $273.65 $21.5K - $25.4K	955 $226K

Activity Summary All Purchases 41 New Holdings 6 Increased Positions 35 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

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