Motive Wealth Advisors Top Holdings and 13F Report (2024) About Motive Wealth AdvisorsInvestment ActivityMotive Wealth Advisors has $166.49 million in total holdings as of December 31, 2023.Motive Wealth Advisors owns shares of 65 different stocks, but just 18 companies or ETFs make up 80% of its holdings.This quarter, Motive Wealth Advisors has purchased 65 new stocks and bought additional shares in 0 stocks.Motive Wealth Advisors sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $14,676,159iShares Core S&P 500 ETF $12,972,341Vanguard Dividend Appreciation ETF $12,277,883iShares MSCI USA Quality Factor ETF $11,281,036iShares Core MSCI EAFE ETF $11,196,366 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$14,676,1590.0%296,9688.8%ETFIVViShares Core S&P 500 ETF$12,972,3410.0%23,7057.8%ETFVIGVanguard Dividend Appreciation ETF$12,277,8830.0%67,2587.4%ETFQUALiShares MSCI USA Quality Factor ETF$11,281,0360.0%66,0646.8%ETFIEFAiShares Core MSCI EAFE ETF$11,196,3660.0%154,1356.7%ETFSCHBSchwab US Broad Market ETF$10,053,9190.0%159,9166.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$8,884,9130.0%91,5315.3%FinanceIUSGiShares Core S&P U.S. Growth ETF$7,853,6550.0%61,6074.7%ManufacturingSPYGSPDR Portfolio S&P 500 Growth ETF$6,750,8720.0%84,2494.1%ETFIUSViShares Core S&P U.S. Value ETF$6,706,8650.0%76,1024.0%ManufacturingBNDVanguard Total Bond Market ETF$6,191,0400.0%85,9273.7%ETFSPYVSPDR Portfolio S&P 500 Value ETF$6,059,0640.0%124,3143.6%ETFMUBiShares National Muni Bond ETF$5,125,5880.0%48,1053.1%ETFVWOVanguard FTSE Emerging Markets ETF$4,075,2850.0%93,1282.4%ETFVTEBVanguard Tax-Exempt Bond ETF$2,990,0140.0%59,6691.8%ETFMSFTMicrosoft$2,975,3460.0%6,6571.8%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$2,934,2470.0%54,8151.8%ETFSCHFSchwab International Equity ETF$2,822,3330.0%73,4601.7%ETFAAPLApple$2,811,9880.0%13,3511.7%Computer and TechnologyNVDANVIDIA$2,799,0460.0%22,6571.7%Computer and TechnologyAMZNAmazon.com$1,613,4440.0%8,3491.0%Retail/WholesaleIWViShares Russell 3000 ETF$1,402,5960.0%4,5440.8%ETFIJHiShares Core S&P Mid-Cap ETF$1,371,9970.0%23,4450.8%ETFGOOGLAlphabet$1,049,0020.0%5,7590.6%Computer and TechnologyMETAMeta Platforms$1,046,7610.0%2,0760.6%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$921,0400.0%11,8340.6%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$884,3070.0%8,8360.5%ETFTSLATesla$829,1170.0%4,1900.5%Auto/Tires/TrucksSLYGSPDR S&P 600 Small Cap Growth ETF$804,5170.0%9,3700.5%ETFSLYVSPDR S&P 600 Small CapValue ETF$771,2160.0%9,8480.5%ETFVONGVanguard Russell 1000 Growth ETF$752,4500.0%8,0210.5%ETFLLYEli Lilly and Company$727,9260.0%8040.4%MedicalIJRiShares Core S&P Small-Cap ETF$726,2950.0%6,8090.4%ETFGOOGAlphabet$725,2430.0%3,9540.4%Computer and TechnologyBRK.BBerkshire Hathaway$721,2560.0%1,7730.4%FinanceAVGOBroadcom$627,7620.0%3910.4%Computer and TechnologyVONVVanguard Russell 1000 Value$624,9640.0%8,1620.4%ETFJPMJPMorgan Chase & Co.$620,7360.0%3,0690.4%FinanceEFViShares MSCI EAFE Value ETF$539,6820.0%10,1750.3%ETFVUGVanguard Growth ETF$479,4810.0%1,2820.3%ETFSCHXSchwab US Large-Cap ETF$454,1190.0%7,0680.3%ETFSCHESchwab Emerging Markets Equity ETF$423,4990.0%15,9450.3%ETFVVisa$404,2040.0%1,5400.2%Business ServicesXOMExxon Mobil$397,9700.0%3,4570.2%Oils/EnergyNFLXNetflix$386,7060.0%5730.2%Consumer DiscretionaryMAMastercard$366,1630.0%8300.2%Business ServicesMRKMerck & Co., Inc.$355,3060.0%2,8700.2%MedicalCOSTCostco Wholesale$348,4960.0%4100.2%Retail/WholesaleUNHUnitedHealth Group$328,4730.0%6450.2%MedicalABBVAbbVie$313,7100.0%1,8290.2%MedicalMDYGSPDR S&P 400 Mid CapGrowth ETF$308,5840.0%3,6710.2%ETFVTVVanguard Value ETF$308,4680.0%1,9230.2%ETFMCDMcDonald's$308,3560.0%1,2100.2%Retail/WholesaleWMTWalmart$300,4290.0%4,4370.2%Retail/WholesaleHDHome Depot$291,5710.0%8470.2%Retail/WholesaleAMDAdvanced Micro Devices$282,2450.0%1,7400.2%Computer and TechnologyMDYVSPDR S&P 400 Mid Cap Value ETF$273,6710.0%3,7520.2%ETFIBMInternational Business Machines$269,6290.0%1,5590.2%Computer and TechnologyADBEAdobe$263,8820.0%4750.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$261,8570.0%3,3430.2%FinancePGProcter & Gamble$256,6160.0%1,5560.2%Consumer StaplesVFVAVanguard U.S. Value Factor$248,7540.0%2,2000.1%ETFLINDE PLC$231,2530.0%5270.1%SHSCRMSalesforce$220,0780.0%8560.1%Computer and TechnologyCVXChevron$213,0440.0%1,3620.1%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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