Motive Wealth Advisors Sells in Q4 2025

Motive Wealth Advisors

  • $228 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-7.9K
- 10.08%
$100.37 - $100.72 $793K - $796K
70.5K $7.09M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-3.8K
- 7.29%
$161.21 - $171.97 $613K - $654K
48.4K $7.98M
SPYG
Spdr Portfolio

ETFs
-5.69K
- 7.14%
$102.4 - $109.39 $583K - $623K
74K $7.76M
META
Meta Platforms, Inc.

Communication Services
-30
- 1.2%
$609.01 - $751.67 $18.3K - $22.6K
2.47K $1.5M
VEA
Vanguard Ftse Developed Market

ETFs
-12.2K
- 2.92%
$59.18 - $62.09 $723K - $758K
406K $24.9M
ORCL
Oracle Corp

Technology
-120
- 6.57%
$217.57 - $313.0 $26.1K - $37.6K
1.71K $375K
MSFT
Microsoft Corp

Technology
-48
- 0.59%
$496.82 - $542.07 $23.8K - $26K
8.12K $4.12M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-929
- 1.06%
$74.09 - $75.1 $68.8K - $69.8K
86.6K $6.42M
HD
Home Depot, Inc.

Consumer Cyclical
-105
- 10.0%
$358.03 - $397.02 $37.6K - $41.7K
945 $338K
NVDA
Nvidia Corp

Technology
-441
- 1.65%
$179.83 - $207.04 $79.3K - $91.3K
26.3K $4.91M
JPM
Jpmorgan Chase & CO

Financial Services
-80
- 2.35%
$294.11 - $320.41 $23.5K - $25.6K
3.33K $999K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-321
- 0.41%
$191.01 - $199.18 $61.3K - $63.9K
77.7K $15.1M
IEMG
Ishares Inc

ETFs
-1.26K
- 2.36%
N/A
51.9K $2.78M
VIG
Vanguard Dividend Appreciation

ETFs
-360
- 0.48%
N/A
74.6K $13.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-4.13K
- 0.86%
$25.2 - $26.46 $104K - $109K
476K $12.3M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.58K
- 2.04%
$98.0 - $102.56 $155K - $162K
75.9K $7.69M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.74K
- 11.27%
$32.35 - $34.37 $56.3K - $59.8K
13.7K $463K
COST
Costco Wholesale Corp

Consumer Defensive
-45
- 8.86%
$910.94 - $954.99 $41K - $43K
463 $422K
CVX
Chevron Corp

Energy
-274
- 16.64%
$148.9 - $157.72 $40.8K - $43.2K
1.37K $212K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-3
- 0.02%
$90.99 - $95.91 $273 - $288
14.2K $1.3M
VFVA
Vanguard Wellington Fd U S Val

ETFs
-258
- 11.73%
$122.89 - $129.42 $31.7K - $33.4K
1.94K $245K
V
Visa Inc.

Financial Services
-14
- 0.73%
$325.75 - $352.42 $4.56K - $4.93K
1.9K $617K
MA
Mastercard Inc

Financial Services
-2
- 0.2%
$536.85 - $580.45 $1.07K - $1.16K
1K $538K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.68K
- 3.66%
$23.02 - $24.23 $108K - $113K
123K $2.95M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-87
- 2.0%
$88.9 - $93.29 $7.73K - $8.12K
4.27K $384K
PM
Philip Morris International Inc.

Consumer Defensive
-3
- 0.21%
$144.33 - $160.86 $433 - $483
1.41K $214K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-88
- 1.88%
$80.59 - $84.32 $7.09K - $7.42K
4.59K $376K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-8
- 0.14%
$114.27 - $121.15 $914 - $969
5.81K $679K
GE
General Electric CO

Industrials
-35
- 2.58%
$291.49 - $314.28 $10.2K - $11K
1.32K $396K
GS
Goldman Sachs Group Inc

Financial Services
-5
- 1.39%
$744.6 - $838.97 $3.72K - $4.19K
355 $275K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-42
- 0.27%
$84.91 - $90.88 $3.57K - $3.82K
15.5K $1.37M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-462
- 2.23%
$25.85 - $27.19 $11.9K - $12.6K
20.2K $536K
WMT
Walmart Inc.

Consumer Defensive
-27
- 0.51%
$101.18 - $109.03 $2.73K - $2.94K
5.22K $537K
MS
Morgan Stanley

Financial Services
-20
- 1.5%
$151.86 - $169.92 $3.04K - $3.4K
1.31K $209K
SPGI
S&P Global Inc.

Financial Services
-3
- 0.72%
$472.05 - $502.96 $1.42K - $1.51K
413 $201K
TJX
Tjx Companies Inc

Consumer Cyclical
-20
- 1.22%
$138.56 - $147.63 $2.77K - $2.95K
1.62K $235K
Lam Research Corp
-32
- 1.96%
N/A
1.6K $0
Linde PLC
-131
- 21.13%
N/A
489 $0
Ge Vernova Inc
-29
- 7.92%
N/A
337 $0
KLAC
Kla Corp

Technology
-5
- 2.58%
$982.75 - $1235.28 $4.91K - $6.18K
189 $214K
AXP
American Express CO

Financial Services
-4
- 0.53%
$316.26 - $372.77 $1.27K - $1.49K
745 $254K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7
- 0.33%
$475.68 - $513.11 $3.33K - $3.59K
2.12K $1.08M
APH
Amphenol Corp

Technology
-67
- 3.28%
$121.7 - $143.85 $8.15K - $9.64K
1.98K $264K
IBM
International Business Machines Corp

Technology
-26
- 1.82%
$275.97 - $314.98 $7.18K - $8.19K
1.4K $417K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.76K
- 1.27%
$54.27 - $56.85 $95.4K - $99.9K
136K $7.65M
CAT
Caterpillar Inc

Industrials
-1
- 0.18%
$480.82 - $585.49 $481 - $585
570 $314K
AVGO
Broadcom Inc.

Technology
-41
- 0.81%
$324.63 - $385.98 $13.3K - $15.8K
5.03K $1.72M
AMD
Advanced Micro Devices Inc

Technology
-26
- 1.28%
$164.01 - $264.33 $4.26K - $6.87K
2.01K $483K
AAPL
Apple Inc.

Technology
-131
- 0.81%
$245.27 - $275.25 $32.1K - $36.1K
16.1K $4.31M
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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