Motive Wealth Advisors Purchases and Sells in Q1 2025

Motive Wealth Advisors

$186 Million
Q1 2025

Top Buys

Incresed Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	42K + 39.56%	$95.85 - $99.25 $4.03M - $4.17M	148K $14.6M
SGOV	27.7K + 38.98%	$100.34 - $100.68 $2.78M - $2.79M	98.8K $9.94M
VTEB	35.7K + 60.96%	$49.25 - $50.66 $1.76M - $1.81M	94.2K $4.67M
VEA	11.4K + 3.43%	$47.4 - $52.99 $542K - $606K	345K $17.7M
IEFA	319 + 0.21%	$69.57 - $78.65 $22.2K - $25.1K	152K $11.5M
BND	6.85K + 7.76%	$71.17 - $73.66 $487K - $504K	95.1K $6.97M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KO	3.02K New	$60.81 - $72.32 $184K - $218K	3.02K $216K
CVX	1.26K New	$146.71 - $167.97 $185K - $211K	1.26K $210K
PGR	737 New	$235.61 - $291.22 $174K - $215K	737 $208K
RTX	1.56K New	$114.1 - $135.66 $178K - $211K	1.56K $206K

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IUSG	-5.71K - 9.86%	$126.86 - $146.45 $724K - $835K	52.2K $6.63M
MUB	-8.52K - 18.08%	$104.71 - $107.69 $892K - $918K	38.6K $4.07M
IVV	-471 - 2.01%	$554.06 - $615.85 $261K - $290K	23K $12.9M
NVDA	-1.62K - 6.5%	$106.98 - $149.43 $173K - $242K	23.2K $2.52M
SPYG	-2.69K - 3.91%	$80.05 - $92.39 $215K - $249K	66.1K $5.29M
TSLA	-184 - 4.13%	$222.15 - $428.22 $40.9K - $78.8K	4.27K $1.11M

Activity Summary All Purchases 19 New Holdings 4 Increased Positions 15 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

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