Motive Wealth Advisors Portfolio Holdings

Motive Wealth Advisors

  • $186 Million
  • Q1 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $186 Million
  • Prior Value $185 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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