Motive Wealth Advisors Sells in Q3 2025

Motive Wealth Advisors

  • $228 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-13.4K
- 14.58%
$100.37 - $100.74 $1.34M - $1.35M
78.4K $7.89M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-19.8K
- 23.29%
$48.5 - $50.19 $961K - $994K
65.2K $3.27M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-8.12K
- 5.36%
$97.75 - $100.75 $794K - $818K
143K $14.4M
NFLX
Netflix Inc

Communication Services
-13
- 2.02%
$1147.87 - $1297.18 $14.9K - $16.9K
629 $754K
KO
Coca Cola CO

Consumer Defensive
-701
- 18.85%
$65.67 - $71.67 $46K - $50.2K
3.02K $200K
CRM
Salesforce, Inc.

Technology
-93
- 8.87%
$231.66 - $273.65 $21.5K - $25.4K
955 $226K
COST
Costco Wholesale Corp

Consumer Defensive
-17
- 3.24%
$915.95 - $994.57 $15.6K - $16.9K
508 $470K
INTU
Intuit Inc

Technology
-3
- 0.87%
$646.03 - $807.39 $1.94K - $2.42K
340 $232K
IBM
International Business Machines Corp

Technology
-49
- 3.31%
$234.77 - $292.47 $11.5K - $14.3K
1.43K $403K
V
Visa Inc.

Financial Services
-7
- 0.37%
$332.09 - $358.86 $2.32K - $2.51K
1.91K $651K
LLY
Eli Lilly & CO

Healthcare
-1
- 0.11%
$625.65 - $812.69 $626 - $813
931 $710K
IEMG
Ishares Inc

ETFs
-275
- 0.52%
N/A
53.1K $2.85M
ABT
Abbott Laboratories

Healthcare
-58
- 3.43%
$120.51 - $136.62 $6.99K - $7.92K
1.63K $218K
CSCO
Cisco Systems, Inc.

Technology
-17
- 0.45%
$66.2 - $71.79 $1.13K - $1.22K
3.75K $256K
MA
Mastercard Inc

Financial Services
-10
- 0.99%
$550.18 - $598.96 $5.5K - $5.99K
1.01K $571K
ETN
Eaton Corp PLC

Industrials
-13
- 2.22%
$342.99 - $392.76 $4.46K - $5.11K
573 $214K
XOM
Exxon Mobil Corp

Energy
-20
- 0.49%
$105.83 - $117.22 $2.12K - $2.34K
4.03K $454K
HD
Home Depot, Inc.

Consumer Cyclical
-23
- 2.14%
$357.4 - $423.42 $8.22K - $9.74K
1.05K $425K
AMD
Advanced Micro Devices Inc

Technology
-55
- 2.63%
$134.8 - $184.42 $7.41K - $10.1K
2.04K $329K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-509
- 3.19%
$30.13 - $33.37 $15.3K - $17K
15.4K $515K
APH
Amphenol Corp

Technology
-133
- 6.11%
$97.39 - $125.4 $13K - $16.7K
2.04K $252K
VUG
Vanguard Growth ETF

ETFs
-22
- 1.84%
$433.97 - $484.08 $9.55K - $10.6K
1.17K $563K
CAT
Caterpillar Inc

Industrials
-6
- 1.04%
$390.92 - $477.15 $2.35K - $2.86K
571 $272K
GE
General Electric CO

Industrials
-20
- 1.45%
$244.75 - $305.63 $4.9K - $6.11K
1.36K $407K
JPM
Jpmorgan Chase & CO

Financial Services
-104
- 2.96%
$282.78 - $316.06 $29.4K - $32.9K
3.41K $1.07M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.93K
- 2.98%
$21.69 - $23.34 $85.2K - $91.7K
128K $2.98M
MSFT
Microsoft Corp

Technology
-14
- 0.17%
$491.09 - $535.64 $6.88K - $7.5K
8.17K $4.23M
IEFA
Ishares Tr

ETFs
-2.44K
- 1.63%
$81.7 - $87.53 $200K - $214K
148K $12.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-564
- 0.41%
$52.12 - $55.33 $29.4K - $31.2K
138K $7.63M
SPYG
Spdr Portfolio

ETFs
-3.23K
- 3.89%
$94.33 - $105.31 $304K - $340K
79.7K $8.33M
GOOGL
Alphabet Inc.

Communication Services
-17
- 0.26%
$174.36 - $254.72 $2.96K - $4.33K
6.59K $1.6M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.83K
- 3.39%
$148.97 - $165.88 $273K - $304K
52.2K $8.59M
NVDA
Nvidia Corp

Technology
-130
- 0.48%
$153.3 - $186.58 $19.9K - $24.3K
26.7K $4.99M
IVV
Ishares Core S&P 500 ETF

ETFs
-371
- 1.63%
$620.67 - $670.08 $230K - $249K
22.4K $15M
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
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