Motive Wealth Advisors Top Holdings and 13F Report (2024) → Obama’s Forever Term [exposed] (From Porter & Company) (Ad) About Motive Wealth AdvisorsInvestment ActivityMotive Wealth Advisors has $165.16 million in total holdings as of December 31, 2023.Motive Wealth Advisors owns shares of 71 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 44.04% of the portfolio was purchased this quarter.This quarter, Motive Wealth Advisors has purchased 43 new stocks and bought additional shares in 40 stocks.Motive Wealth Advisors sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $14,522,510iShares Core S&P 500 ETF $12,470,033Vanguard Dividend Appreciation ETF $12,358,432iShares Core MSCI EAFE ETF $11,713,475iShares MSCI USA Quality Factor ETF $11,288,986 Largest New Holdings this Quarter iShares Russell 3000 ETF $1,363,564 HoldingVanguard Russell 1000 Growth ETF $926,936 HoldingVanguard Russell 1000 Value $780,109 HoldingiShares MSCI EAFE Value ETF $553,520 HoldingMerck & Co., Inc. $376,585 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 15,710 shares (about $8.26M)Vanguard FTSE Developed Markets ETF 141,903 shares (about $7.12M)Vanguard Dividend Appreciation ETF 24,906 shares (about $4.55M)iShares Core U.S. Aggregate Bond ETF 45,671 shares (about $4.47M)iShares Core S&P U.S. Growth ETF 33,339 shares (about $3.91M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMotive Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEAVanguard FTSE Developed Markets ETF$14,522,510$7,119,274 ▲96.2%289,4668.8%ETFIVViShares Core S&P 500 ETF$12,470,033$8,259,379 ▲196.2%23,7197.6%ETFVIGVanguard Dividend Appreciation ETF$12,358,432$4,548,061 ▲58.2%67,6777.5%ETFIEFAiShares Core MSCI EAFE ETF$11,713,475$3,483,293 ▲42.3%157,8217.1%ETFQUALiShares MSCI USA Quality Factor ETF$11,288,986$3,873,548 ▲52.2%68,6896.8%ETFSCHBSchwab US Broad Market ETF$9,762,8720.0%159,9165.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$8,017,759$4,473,017 ▲126.2%81,8644.9%FinanceIUSGiShares Core S&P U.S. Growth ETF$7,250,957$3,907,661 ▲116.9%61,8634.4%ManufacturingSPYGSPDR Portfolio S&P 500 Growth ETF$6,886,268$2,430,116 ▲54.5%94,1394.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$6,813,249$2,516,523 ▲58.6%135,9934.1%ETFIUSViShares Core S&P U.S. Value ETF$6,787,517$3,563,152 ▲110.5%75,0504.1%ManufacturingBNDVanguard Total Bond Market ETF$6,572,361$1,924,913 ▲41.4%90,4914.0%ETFMUBiShares National Muni Bond ETF$5,539,356$1,433,447 ▲34.9%51,4813.4%ETFVWOVanguard FTSE Emerging Markets ETF$3,697,317$1,792,603 ▲94.1%88,5162.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,916,019$1,015,230 ▲53.4%56,5121.8%ETFSCHFSchwab International Equity ETF$2,866,409$471,010 ▲19.7%73,4601.7%ETFMSFTMicrosoft$2,810,830$1,148,145 ▲69.1%6,6811.7%Computer and TechnologyAAPLApple$2,317,724$927,192 ▲66.7%13,5161.4%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$2,101,772$1,689,382 ▲409.7%41,5371.3%ETFNVDANVIDIA$2,076,381$856,575 ▲70.2%2,2981.3%Computer and TechnologyAMZNAmazon.com$1,483,445$634,216 ▲74.7%8,2240.9%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$1,434,249$1,313,802 ▲1,090.8%23,6130.9%ETFIWViShares Russell 3000 ETF$1,363,564$1,363,564 ▲New Holding4,5440.8%ETFMETAMeta Platforms$1,010,978$366,127 ▲56.8%2,0820.6%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$963,6430.0%11,8340.6%ETFVONGVanguard Russell 1000 Growth ETF$926,936$926,936 ▲New Holding10,6950.6%ETFGBILGoldman Sachs TreasuryAccess 0-1 Year ETF$881,879$416,675 ▲89.6%8,7410.5%ETFGOOGLAlphabet$867,848$372,345 ▲75.1%5,7500.5%Computer and TechnologySLYGSPDR S&P 600 Small Cap Growth ETF$808,631$394,982 ▲95.5%9,2700.5%ETFSLYVSPDR S&P 600 Small CapValue ETF$804,414$381,008 ▲90.0%9,6950.5%ETFVONVVanguard Russell 1000 Value$780,109$780,109 ▲New Holding9,9200.5%ETFIJRiShares Core S&P Small-Cap ETF$753,685$517,820 ▲219.5%6,8190.5%ETFBRK.BBerkshire Hathaway$745,161$284,271 ▲61.7%1,7720.5%FinanceTSLATesla$675,561$429,103 ▲174.1%3,8430.4%Auto/Tires/TrucksLLYEli Lilly and Company$623,146$221,719 ▲55.2%8010.4%MedicalJPMJPMorgan Chase & Co.$617,325$246,569 ▲66.5%3,0820.4%FinanceGOOGAlphabet$577,827$190,934 ▲49.4%3,7950.3%Computer and TechnologyEFViShares MSCI EAFE Value ETF$553,520$553,520 ▲New Holding10,1750.3%ETFAVGOBroadcom$498,354$190,859 ▲62.1%3760.3%Computer and TechnologyVUGVanguard Growth ETF$449,525$162,462 ▲56.6%1,3060.3%ETFSCHXSchwab US Large-Cap ETF$438,6400.0%7,0680.3%ETFVVisa$430,900$184,193 ▲74.7%1,5440.3%Business ServicesMAMastercard$409,816$159,881 ▲64.0%8510.2%Business ServicesSCHESchwab Emerging Markets Equity ETF$402,611$58,075 ▲16.9%15,9450.2%ETFXOMExxon Mobil$384,173$148,322 ▲62.9%3,3050.2%Oils/EnergyMRKMerck & Co., Inc.$376,585$376,585 ▲New Holding2,8540.2%MedicalMDYGSPDR S&P 400 Mid CapGrowth ETF$373,688$373,688 ▲New Holding4,2810.2%ETFMCDMcDonald's$353,847$353,847 ▲New Holding1,2550.2%Retail/WholesaleIBMInternational Business Machines$351,366$351,366 ▲New Holding1,8400.2%Computer and TechnologyNFLXNetflix$346,785$346,785 ▲New Holding5710.2%Consumer DiscretionaryVTVVanguard Value ETF$344,123$72,961 ▲26.9%2,1130.2%ETFABBVAbbVie$340,527$340,527 ▲New Holding1,8700.2%MedicalHDHome Depot$340,253$340,253 ▲New Holding8870.2%Retail/WholesaleAMDAdvanced Micro Devices$333,004$333,004 ▲New Holding1,8450.2%Computer and TechnologyUNHUnitedHealth Group$328,976$110,813 ▲50.8%6650.2%MedicalMDYVSPDR S&P 400 Mid Cap Value ETF$320,568$320,568 ▲New Holding4,2180.2%ETFCOSTCostco Wholesale$303,309$303,309 ▲New Holding4140.2%Retail/WholesaleCRMSalesforce$276,483$276,483 ▲New Holding9180.2%Computer and TechnologyJNJJohnson & Johnson$276,200$276,200 ▲New Holding1,7460.2%MedicalWMTWalmart$270,223$270,223 ▲New Holding4,4910.2%Retail/WholesalePGProcter & Gamble$269,822$269,822 ▲New Holding1,6630.2%Consumer StaplesEFAiShares MSCI EAFE ETF$266,972$266,972 ▲New Holding3,3430.2%FinanceVFVAVanguard U.S. Value Factor$262,548$262,548 ▲New Holding2,2000.2%ETFADBEAdobe$254,318$254,318 ▲New Holding5040.2%Computer and TechnologyLINDE PLC$247,483$247,483 ▲New Holding5330.1%SHSACNAccenture$220,791$220,791 ▲New Holding6370.1%Business ServicesCVXChevron$219,259$219,259 ▲New Holding1,3900.1%Oils/EnergyETNEaton$211,997$211,997 ▲New Holding6780.1%Industrial ProductsGEGeneral Electric$209,056$209,056 ▲New Holding1,1910.1%TransportationPEPPepsiCo$203,887$203,887 ▲New Holding1,1650.1%Consumer StaplesEXASExact Sciences$200,826$200,826 ▲New Holding2,9080.1%MedicalShowing largest 100 holdings. 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