Motive Wealth Advisors Reduced Holdings in Q1 2025

Motive Wealth Advisors

  • $186 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-5.71K
- 9.86%
$126.86 - $146.45 $724K - $835K
52.2K $6.63M
MUB
Ishares National Muni Bond ETF

ETFs
-8.52K
- 18.08%
$104.71 - $107.69 $892K - $918K
38.6K $4.07M
IVV
Ishares Core S&P 500 ETF

ETFs
-471
- 2.01%
$554.06 - $615.85 $261K - $290K
23K $12.9M
NVDA
Nvidia Corp

Technology
-1.62K
- 6.5%
$106.98 - $149.43 $173K - $242K
23.2K $2.52M
SPYG
Spdr Portfolio

ETFs
-2.69K
- 3.91%
$80.05 - $92.39 $215K - $249K
66.1K $5.29M
TSLA
Tesla, Inc.

Consumer Cyclical
-184
- 4.13%
$222.15 - $428.22 $40.9K - $78.8K
4.27K $1.11M
AAPL
Apple Inc.

Technology
-801
- 5.27%
$209.68 - $247.1 $168K - $198K
14.4K $3.2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-18.5K
- 52.15%
$25.58 - $29.24 $474K - $541K
17K $444K
MSFT
Microsoft Corp

Technology
-292
- 3.93%
$375.39 - $447.2 $110K - $131K
7.14K $2.68M
AVGO
Broadcom Inc.

Technology
-246
- 5.35%
$167.43 - $244.7 $41.2K - $60.2K
4.35K $728K
GOOGL
Alphabet Inc.

Communication Services
-447
- 7.05%
$154.33 - $206.19 $69K - $92.2K
5.9K $911K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.35K
- 10.07%
$57.21 - $65.8 $135K - $155K
21K $1.23M
GOOG
Alphabet Inc.

Communication Services
-247
- 5.62%
$156.06 - $207.71 $38.5K - $51.3K
4.15K $648K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.65K
- 2.18%
$90.0 - $96.32 $148K - $159K
74K $6.83M
VIG
Vanguard Dividend Appreciation

ETFs
-972
- 1.42%
N/A
67.7K $12.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-898
- 13.2%
$102.49 - $119.96 $92K - $108K
5.9K $617K
CRM
Salesforce, Inc.

Technology
-109
- 10.21%
$268.36 - $359.95 $29.3K - $39.2K
959 $257K
META
Meta Platforms, Inc.

Communication Services
-99
- 4.29%
$576.36 - $736.67 $57.1K - $72.9K
2.21K $1.27M
MRK
Merck & Co., Inc.

Healthcare
-486
- 15.86%
$83.01 - $101.02 $40.3K - $49.1K
2.58K $231K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-474
- 14.58%
$77.91 - $92.26 $36.9K - $43.7K
2.78K $220K
GBIL
Goldman Sachs Access Treasury

ETFs
-600
- 6.94%
$99.85 - $100.19 $59.9K - $60.1K
8.04K $805K
VUG
Vanguard Growth ETF

ETFs
-23
- 1.92%
$369.1 - $427.61 $8.49K - $9.84K
1.17K $434K
HD
Home Depot, Inc.

Consumer Cyclical
-90
- 9.24%
$347.25 - $424.87 $31.3K - $38.2K
884 $323K
WMT
Walmart Inc.

Consumer Defensive
-295
- 6.08%
$84.5 - $105.05 $24.9K - $31K
4.55K $399K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-522
- 2.46%
$21.75 - $24.28 $11.4K - $12.7K
20.7K $454K
BAC
Bank Of America Corp

Financial Services
-577
- 10.66%
$39.61 - $47.74 $22.9K - $27.5K
4.84K $201K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-294
- 9.17%
$75.47 - $84.24 $22.2K - $24.8K
2.91K $223K
ISRG
Intuitive Surgical Inc

Healthcare
-23
- 5.35%
$476.63 - $610.45 $11K - $14K
407 $201K
JPM
Jpmorgan Chase & CO

Financial Services
-152
- 4.56%
$225.19 - $279.95 $34.2K - $42.6K
3.18K $780K
NFLX
Netflix Inc

Communication Services
-38
- 6.16%
$828.4 - $1058.6 $31.5K - $40.2K
579 $539K
MCD
Mcdonalds Corp

Consumer Cyclical
-119
- 8.99%
$279.74 - $321.29 $33.3K - $38.2K
1.21K $376K
PG
Procter & Gamble CO

Consumer Defensive
-69
- 3.69%
$158.56 - $176.26 $10.9K - $12.2K
1.8K $306K
VTV
Vanguard Value ETF

ETFs
-23
- 1.26%
$167.73 - $179.21 $3.86K - $4.12K
1.81K $308K
Linde PLC
-5
- 0.9%
N/A
552 $0
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.64%
$890.62 - $1076.86 $2.67K - $3.23K
463 $437K
MA
Mastercard Inc

Financial Services
-12
- 1.3%
$504.67 - $576.31 $6.06K - $6.92K
913 $500K
GE
General Electric CO

Industrials
-124
- 9.24%
$168.59 - $212.13 $20.9K - $26.3K
1.22K $243K
JNJ
Johnson & Johnson

Healthcare
-47
- 3.38%
$142.06 - $167.7 $6.68K - $7.88K
1.34K $222K
IBM
International Business Machines Corp

Technology
-86
- 5.71%
$217.4 - $264.74 $18.7K - $22.8K
1.42K $352K
EFV
Msci Eafe Value ETF

ETFs
-738
- 7.25%
$51.88 - $60.73 $38.3K - $44.8K
9.44K $556K
LLY
Eli Lilly & CO

Healthcare
-29
- 3.32%
$725.72 - $929.72 $21K - $27K
845 $697K
XOM
Exxon Mobil Corp

Energy
-31
- 0.85%
$105.44 - $118.93 $3.27K - $3.69K
3.62K $430K
ABBV
Abb Vie Inc.

Healthcare
-17
- 0.85%
$169.2 - $216.66 $2.88K - $3.68K
1.98K $414K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-75
- 3.83%
$442.66 - $534.52 $33.2K - $40.1K
1.89K $1M
Activity Summary
Buys All Purchases 19 New Holdings 4 Increased Positions 15 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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