Motive Wealth Advisors Purchases in Q4 2025

Motive Wealth Advisors

  • $228 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4.79K
New
$142.82 - $150.36 $684K - $720K
4.79K $703K
IEFA
Ishares Tr

ETFs
4.33K
+ 2.93%
$86.09 - $89.88 $373K - $389K
152K $13.5M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.51K
New
$91.84 - $96.06 $323K - $337K
3.51K $332K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.37K
New
$118.2 - $126.51 $280K - $300K
2.37K $287K
MU
Micron Technology Inc

Technology
1.07K
New
$181.6 - $253.3 $193K - $270K
1.07K $262K
LLY
Eli Lilly & CO

Healthcare
7
+ 0.75%
$799.57 - $1025.28 $5.6K - $7.18K
938 $958K
ISRG
Intuitive Surgical Inc

Healthcare
449
New
$429.59 - $576.2 $193K - $259K
449 $245K
NEE
Nextera Energy Inc

Utilities
2.64K
New
$78.18 - $86.03 $206K - $227K
2.64K $226K
MRK
Merck & Co., Inc.

Healthcare
2.2K
New
$82.49 - $92.93 $182K - $205K
2.2K $204K
EXAS
Exact Sciences Corp

Healthcare
2.88K
New
$56.19 - $69.63 $162K - $201K
2.88K $193K
AMZN
Amazon Com Inc

Consumer Cyclical
71
+ 0.67%
$213.04 - $254.0 $15.1K - $18K
10.6K $2.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
955
+ 0.67%
$99.87 - $101.27 $95.4K - $96.7K
144K $14.4M
CRM
Salesforce, Inc.

Technology
198
+ 20.73%
$235.69 - $263.41 $46.7K - $52.2K
1.15K $273K
CSCO
Cisco Systems, Inc.

Technology
131
+ 3.5%
$67.46 - $78.0 $8.84K - $10.2K
3.88K $301K
VTV
Vanguard Value ETF

ETFs
224
+ 12.4%
$182.87 - $189.72 $41K - $42.5K
2.03K $379K
KO
Coca Cola CO

Consumer Defensive
392
+ 12.99%
$66.1 - $71.61 $25.9K - $28.1K
3.41K $241K
JNJ
Johnson & Johnson

Healthcare
62
+ 3.33%
$185.98 - $199.58 $11.5K - $12.4K
1.93K $384K
MUB
Ishares National Muni Bond ETF

ETFs
139
+ 0.32%
$106.36 - $107.61 $14.8K - $15K
43.6K $4.67M
VUG
Vanguard Growth ETF

ETFs
53
+ 4.51%
$470.44 - $504.26 $24.9K - $26.7K
1.23K $593K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
318
+ 0.49%
$49.98 - $50.59 $15.9K - $16.1K
65.6K $3.3M
XOM
Exxon Mobil Corp

Energy
9
+ 0.22%
$110.64 - $119.78 $996 - $1.08K
4.04K $475K
RTX
Raytheon Technologies Corp

Industrials
7
+ 0.4%
$157.0 - $179.44 $1.1K - $1.26K
1.76K $308K
PLTR
Palantir Technologies Inc.

Technology
140
+ 7.07%
$172.14 - $207.18 $24.1K - $29K
2.12K $369K
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.09%
$211.96 - $244.38 $424 - $489
2.19K $513K
BAC
Bank Of America Corp

Financial Services
26
+ 0.44%
$48.65 - $54.11 $1.26K - $1.41K
5.94K $305K
WFC
Wells Fargo & Company

Financial Services
5
+ 0.14%
$77.62 - $87.3 $388 - $437
3.67K $306K
INTU
Intuit Inc

Technology
9
+ 2.65%
$641.79 - $683.39 $5.78K - $6.15K
349 $225K
UNH
Unitedhealth Group Inc

Healthcare
15
+ 1.86%
$320.52 - $369.92 $4.81K - $5.55K
822 $263K
NFLX
Netflix Inc

Communication Services
5.17K
+ 821.14%
$110.29 - $1241.35 $570K - $6.41M
5.79K $639K
TSLA
Tesla, Inc.

Consumer Cyclical
10
+ 0.21%
$401.99 - $468.37 $4.02K - $4.68K
4.73K $1.93M
Activity Summary
Buys All Purchases 31 New Holdings 9 Increased Positions 22 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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