Motley Fool Wealth Management, LLC Reduced Holdings in Q4 2024

Motley Fool Wealth Management, LLC

  • $1.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-869K
- 39.03%
$19.38 - $19.58 $16.8M - $17M
1.36M $26.4M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-337K
- 49.08%
$42.33 - $43.3 $14.3M - $14.6M
350K $14.9M
MELI
Mercadolibre Inc

Consumer Cyclical
-2.42K
- 7.9%
$1666.0 - $2117.3 $4.04M - $5.13M
28.3K $48M
SBUX
Starbucks Corp

Consumer Cyclical
-88.2K
- 95.24%
$87.44 - $102.5 $7.71M - $9.04M
4.4K $401K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-413K
- 57.26%
$19.42 - $19.76 $8.01M - $8.15M
308K $6M
AMT
American Tower Corp

Real Estate
-19.7K
- 22.13%
$179.4 - $232.01 $3.53M - $4.57M
69.3K $12.7M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-361K
- 33.52%
$20.08 - $20.61 $7.26M - $7.45M
717K $14.4M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-76.9K
- 18.1%
$61.93 - $70.49 $4.76M - $5.42M
348K $22.9M
DHR
Danaher Corp

Healthcare
-8.6K
- 8.87%
$226.16 - $274.52 $1.94M - $2.36M
88.3K $20.3M
META
Meta Platforms, Inc.

Communication Services
-15.4K
- 9.49%
$554.08 - $632.68 $8.52M - $9.73M
147K $86.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-4.38K
- 13.19%
$501.29 - $612.85 $2.2M - $2.69M
28.8K $15M
GSHD
Goosehead Insurance, Inc.

Financial Services
-80.5K
- 41.23%
$87.63 - $129.69 $7.05M - $10.4M
115K $12.3M
NVO
Novo Nordisk A S

Healthcare
-10.3K
- 9.16%
$85.0 - $120.04 $875K - $1.24M
102K $8.79M
CMCSA
Comcast Corp

Communication Services
-81.7K
- 22.75%
$37.39 - $45.14 $3.05M - $3.69M
277K $10.4M
CSGP
Costar Group, Inc.

Real Estate
-35K
- 8.88%
$69.7 - $81.97 $2.44M - $2.87M
359K $25.7M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-3.03K
- 7.68%
$396.64 - $516.74 $1.2M - $1.57M
36.5K $14.7M
AXON
Axon Enterprise, Inc.

Industrials
-32K
- 40.07%
$399.22 - $689.78 $12.8M - $22M
47.8K $28.4M
EQIX
Equinix Inc

Real Estate
-6.44K
- 12.52%
$865.69 - $985.0 $5.58M - $6.35M
45K $42.4M
RXO
Rxo, Inc.
-28.4K
- 4.76%
$23.46 - $31.9 $667K - $907K
569K $13.6M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-24K
- 8.98%
$53.86 - $60.27 $1.29M - $1.44M
243K $13.1M
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
-22.9K
- 9.41%
$74.01 - $80.93 $1.7M - $1.86M
221K $16.6M
CROX
Crocs, Inc.

Consumer Cyclical
-6.96K
- 11.08%
$96.51 - $141.93 $672K - $988K
55.9K $6.12M
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
-14.2K
- 8.44%
$42.07 - $57.72 $597K - $818K
154K $6.47M
RTO
Rentokil Initial PLC

Industrials
-110K
- 23.09%
$22.92 - $26.98 $2.51M - $2.95M
365K $9.24M
CNI
Canadian National Railway CO

Industrials
-11.7K
- 14.8%
$100.62 - $117.12 $1.18M - $1.37M
67.5K $6.85M
SBAC
Sba Communications Corp

Real Estate
-2.46K
- 4.92%
$198.24 - $249.31 $487K - $612K
47.5K $9.67M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-7.84K
- 10.97%
$97.29 - $122.68 $763K - $962K
63.6K $6.21M
NEE
Nextera Energy Inc

Utilities
-5.78K
- 4.05%
$69.77 - $85.43 $403K - $493K
137K $9.81M
EMN
Eastman Chemical CO

Basic Materials
-3.16K
- 3.49%
$90.03 - $110.64 $284K - $349K
87.3K $7.97M
GXO
Gxo Logistics, Inc.

Industrials
-11K
- 5.81%
$41.93 - $63.02 $461K - $694K
178K $7.76M
STAG
Stag Industrial, Inc.

Real Estate
-12K
- 3.95%
$33.22 - $39.1 $398K - $468K
291K $9.84M
BRO
Brown & Brown, Inc.

Financial Services
-13.6K
- 4.65%
$100.93 - $113.42 $1.37M - $1.54M
278K $28.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-92.4K
- 16.47%
$180.88 - $232.93 $16.7M - $21.5M
469K $103M
UPS
United Parcel Service Inc

Industrials
-7.76K
- 10.85%
$122.65 - $138.35 $951K - $1.07M
63.7K $8.04M
TRU
Trans Union

Industrials
-4.36K
- 4.25%
$92.71 - $108.67 $404K - $474K
98.3K $9.12M
MDT
Medtronic PLC

Healthcare
-9.48K
- 10.99%
$79.61 - $92.24 $755K - $875K
76.8K $6.14M
WCN
Waste Connections, Inc.

Industrials
-5.78K
- 8.95%
$171.06 - $193.25 $989K - $1.12M
58.8K $10.1M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-8.3K
- 13.57%
$49.78 - $66.55 $413K - $552K
52.8K $2.65M
LOB
Live Oak Bancshares, Inc.

Financial Services
-4.73K
- 3.13%
$38.65 - $50.22 $183K - $237K
146K $5.78M
WSO
Watsco Inc

Industrials
-1.65K
- 5.22%
$466.57 - $568.78 $769K - $938K
29.9K $14.2M
BSCV
Invesco ETF Self Indexed Fd Tr
-26.3K
- 1.97%
$16.02 - $16.72 $422K - $441K
1.31M $21M
ADSK
Autodesk, Inc.

Technology
-4.69K
- 6.72%
N/A
65.2K $16M
GWRE
Guidewire Software, Inc.

Technology
-1.85K
- 3.2%
$168.58 - $207.12 $312K - $383K
56K $9.44M
MSFT
Microsoft Corp

Technology
-1.58K
- 3.22%
$406.35 - $454.46 $640K - $716K
47.4K $20M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-28.6K
- 3.69%
$18.28 - $18.87 $522K - $539K
746K $13.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.08K
- 2.22%
$442.29 - $483.08 $476K - $520K
47.5K $21.5M
SLB
Schlumberger Limited

Energy
-11K
- 12.48%
$36.83 - $45.59 $406K - $503K
77.4K $2.97M
AON
Aon PLC

Financial Services
-3.45K
- 8.91%
$344.14 - $393.31 $1.19M - $1.36M
35.3K $12.7M
ADC
Agree Realty Corp

Real Estate
-7.84K
- 23.17%
$69.44 - $77.65 $545K - $609K
26K $1.83M
Activity Summary
Buys All Purchases 33 New Holdings 17 Increased Positions 16 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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