Motive Wealth Advisors has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $186 Million distributed in 71 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $17.7M, Ishares Core U.S. Aggregate Bo with a value of $14.6M, Ishares Core S&P 500 ETF with a value of $12.9M, Vanguard Dividend Appreciation with a value of $12.3M, and Ishares Msci Usa Quality Facto with a value of $11.5M.
Examining the 13F form we can see an increase of $749K in the current position value, from $185M to 186M.
Below you can find more details about Motive Wealth Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$186 Million
ETFs: $161 Million
Technology: $9.94 Million
Consumer Cyclical: $3.54 Million
Financial Services: $3.54 Million
Communication Services: $3.37 Million
Healthcare: $2.16 Million
Consumer Defensive: $1.36 Million
Energy: $640,000
Other: $449,000
Stock Holdings Table Market Cap. of $200 Billions or more
