Motive Wealth Advisors Incresed Positions in Q4 2024

Motive Wealth Advisors

  • $185 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14.7K
+ 16.03%
$96.64 - $101.23 $1.42M - $1.48M
106K $10.3M
AVGO
Broadcom Inc.

Technology
4.21K
+ 1076.47%
$159.67 - $250.0 $672K - $1.05M
4.6K $1.07M
TSLA
Tesla, Inc.

Consumer Cyclical
267
+ 6.37%
$213.65 - $479.86 $57K - $128K
4.46K $1.8M
AAPL
Apple Inc.

Technology
1.85K
+ 13.87%
$221.69 - $259.02 $411K - $480K
15.2K $3.81M
NVDA
Nvidia Corp

Technology
2.2K
+ 9.72%
$117.0 - $148.88 $258K - $328K
24.9K $3.34M
AMZN
Amazon Com Inc

Consumer Cyclical
974
+ 11.67%
$180.88 - $232.93 $176K - $227K
9.32K $2.05M
VEA
Vanguard Ftse Developed Market

ETFs
36.8K
+ 12.38%
$47.57 - $52.44 $1.75M - $1.93M
334K $16M
MSFT
Microsoft Corp

Technology
771
+ 11.58%
$406.35 - $454.46 $313K - $350K
7.43K $3.13M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
320K
+ 200.0%
$22.01 - $66.82 $7.04M - $21.4M
480K $10.9M
VIG
Vanguard Dividend Appreciation

ETFs
1.38K
+ 2.05%
N/A
68.6K $12.5M
GOOG
Alphabet Inc.

Communication Services
442
+ 11.18%
$163.08 - $198.16 $72.1K - $87.6K
4.4K $837K
META
Meta Platforms, Inc.

Communication Services
231
+ 11.13%
$554.08 - $632.68 $128K - $146K
2.31K $1.36M
JPM
Jpmorgan Chase & CO

Financial Services
266
+ 8.67%
$205.18 - $250.29 $54.6K - $66.6K
3.34K $799K
NFLX
Netflix Inc

Communication Services
44
+ 7.68%
$687.65 - $936.56 $30.3K - $41.2K
617 $549K
CRM
Salesforce, Inc.

Technology
212
+ 24.77%
$270.87 - $367.87 $57.4K - $78K
1.07K $357K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.3K
+ 13.16%
$84.34 - $95.14 $109K - $123K
11.1K $972K
V
Visa Inc.

Financial Services
160
+ 10.39%
$273.87 - $320.91 $43.8K - $51.3K
1.7K $537K
WMT
Walmart Inc.

Consumer Defensive
412
+ 9.29%
$79.1 - $95.7 $32.6K - $39.4K
4.85K $438K
MA
Mastercard Inc

Financial Services
95
+ 11.45%
$491.3 - $536.15 $46.7K - $50.9K
925 $487K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.09K
+ 11.64%
$89.9 - $100.66 $98.1K - $110K
10.5K $945K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
187
+ 10.55%
$442.29 - $483.08 $82.7K - $90.3K
1.96K $888K
COST
Costco Wholesale Corp

Consumer Defensive
56
+ 13.66%
$873.59 - $994.69 $48.9K - $55.7K
466 $426K
PG
Procter & Gamble CO

Consumer Defensive
314
+ 20.18%
$161.05 - $179.7 $50.6K - $56.4K
1.87K $313K
QUAL
Ishares Msci Usa Quality Facto

ETFs
696
+ 1.05%
$176.42 - $186.91 $123K - $130K
66.8K $11.9M
HD
Home Depot, Inc.

Consumer Cyclical
127
+ 14.99%
$385.02 - $431.37 $48.9K - $54.8K
974 $378K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.53K
+ 9.16%
$44.04 - $49.49 $376K - $422K
102K $4.48M
MCD
Mcdonalds Corp

Consumer Cyclical
114
+ 9.42%
$288.47 - $316.54 $32.9K - $36.1K
1.32K $383K
SCHX
Schwab Strategic Tr Us Large C

ETFs
14.1K
+ 200.0%
$22.4 - $68.28 $317K - $965K
21.2K $491K
UNH
Unitedhealth Group Inc

Healthcare
110
+ 17.05%
$485.52 - $625.25 $53.4K - $68.8K
755 $381K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
23.7K
+ 200.0%
$27.54 - $83.04 $652K - $1.97M
35.5K $983K
Linde PLC
30
+ 5.69%
N/A
557 $0
ABBV
Abb Vie Inc.

Healthcare
165
+ 9.02%
$164.99 - $203.87 $27.2K - $33.6K
1.99K $354K
XOM
Exxon Mobil Corp

Energy
192
+ 5.55%
$105.51 - $125.37 $20.3K - $24.1K
3.65K $392K
MRK
Merck & Co., Inc.

Healthcare
194
+ 6.76%
$96.31 - $114.76 $18.7K - $22.3K
3.06K $304K
ADBE
Adobe Inc.

Technology
4
+ 0.84%
$437.39 - $552.96 $1.75K - $2.21K
479 $213K
LLY
Eli Lilly & CO

Healthcare
70
+ 8.71%
$727.2 - $932.06 $50.9K - $65.2K
874 $674K
AMD
Advanced Micro Devices Inc

Technology
184
+ 10.57%
$118.88 - $172.8 $21.9K - $31.8K
1.92K $232K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.31K
+ 2.69%
$71.75 - $75.11 $166K - $174K
88.2K $6.35M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
73.5K
+ 100.0%
$18.41 - $40.87 $1.35M - $3M
147K $2.72M
Activity Summary
Buys All Purchases 51 New Holdings 11 Increased Positions 40 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Motive Wealth Advisors Portfolio

Follow Motive Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Motive Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Motive Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email