Motive Wealth Advisors Incresed Positions in Q3 2025

Motive Wealth Advisors

  • $228 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
7.43K
+ 1.81%
$56.02 - $60.3 $416K - $448K
418K $25.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.48K
+ 1.94%
$182.33 - $194.5 $271K - $289K
78K $15.2M
AAPL
Apple Inc.

Technology
56
+ 0.35%
$202.38 - $256.87 $11.3K - $14.4K
16.2K $4.13M
MUB
Ishares National Muni Bond ETF

ETFs
6.87K
+ 18.77%
$103.24 - $106.68 $710K - $733K
43.5K $4.63M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.36K
+ 1.89%
$49.43 - $54.52 $117K - $129K
127K $6.89M
TSLA
Tesla, Inc.

Consumer Cyclical
46
+ 0.98%
$293.94 - $444.72 $13.5K - $20.5K
4.72K $2.1M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.17K
+ 1.53%
$94.17 - $99.95 $110K - $117K
77.5K $7.74M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.9K
+ 4.67%
$72.57 - $74.72 $283K - $292K
87.5K $6.51M
GOOG
Alphabet Inc.

Communication Services
75
+ 1.58%
$175.16 - $255.24 $13.1K - $19.1K
4.82K $1.17M
AVGO
Broadcom Inc.

Technology
70
+ 1.4%
$264.74 - $369.57 $18.5K - $25.9K
5.08K $1.67M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
577
+ 3.86%
$79.39 - $90.39 $45.8K - $52.2K
15.5K $1.38M
ORCL
Oracle Corp

Technology
83
+ 4.76%
$218.96 - $328.33 $18.2K - $27.3K
1.83K $513K
PLTR
Palantir Technologies Inc.

Technology
171
+ 9.45%
$130.68 - $186.97 $22.3K - $32K
1.98K $361K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
404
+ 2.94%
$87.69 - $96.0 $35.4K - $38.8K
14.2K $1.34M
ABBV
Abb Vie Inc.

Healthcare
21
+ 0.97%
$184.85 - $231.54 $3.88K - $4.86K
2.19K $507K
JNJ
Johnson & Johnson

Healthcare
18
+ 0.98%
$155.17 - $185.42 $2.79K - $3.34K
1.86K $345K
CVX
Chevron Corp

Energy
207
+ 14.37%
$145.57 - $161.83 $30.1K - $33.5K
1.65K $255K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
20
+ 0.95%
$459.11 - $506.91 $9.18K - $10.1K
2.13K $1.07M
RTX
Raytheon Technologies Corp

Industrials
23
+ 1.33%
$144.19 - $167.33 $3.32K - $3.85K
1.75K $292K
TJX
Tjx Companies Inc

Consumer Cyclical
15
+ 0.93%
$121.35 - $144.54 $1.82K - $2.17K
1.64K $236K
BAC
Bank Of America Corp

Financial Services
205
+ 3.59%
$44.92 - $52.42 $9.21K - $10.7K
5.91K $304K
GS
Goldman Sachs Group Inc

Financial Services
5
+ 1.41%
$696.56 - $806.32 $3.48K - $4.03K
360 $286K
WMT
Walmart Inc.

Consumer Defensive
39
+ 0.75%
$94.4 - $104.27 $3.68K - $4.07K
5.25K $540K
MCD
Mcdonalds Corp

Consumer Cyclical
38
+ 3.3%
$291.67 - $316.99 $11.1K - $12K
1.19K $361K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2
+ 0.04%
$78.88 - $85.2 $158 - $170
4.68K $390K
WFC
Wells Fargo & Company

Financial Services
9
+ 0.25%
$77.05 - $85.16 $693 - $766
3.66K $307K
AMZN
Amazon Com Inc

Consumer Cyclical
45
+ 0.43%
$211.65 - $238.24 $9.52K - $10.7K
10.6K $2.32M
AXP
American Express CO

Financial Services
6
+ 0.81%
$294.27 - $342.31 $1.77K - $2.05K
749 $248K
Linde PLC
4
+ 0.65%
N/A
620 $0
T
At&T Inc.

Communication Services
105
+ 1.4%
$26.94 - $29.62 $2.83K - $3.11K
7.59K $214K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.04%
$695.21 - $791.73 $695 - $792
2.5K $1.83M
SPGI
S&P Global Inc.

Financial Services
5
+ 1.22%
$484.94 - $564.15 $2.42K - $2.82K
416 $202K
NOW
Service Now, Inc.

Technology
5
+ 2.18%
$850.86 - $1044.69 $4.25K - $5.22K
234 $215K
PM
Philip Morris International Inc.

Consumer Defensive
6
+ 0.43%
$157.77 - $183.27 $947 - $1.1K
1.41K $228K
Activity Summary
Buys All Purchases 41 New Holdings 6 Increased Positions 35 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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