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Motley Fool Wealth Management, LLC Top Holdings and 13F Report (2025)

About Motley Fool Wealth Management, LLC

Investment Activity

  • Motley Fool Wealth Management, LLC has $1.94 billion in total holdings as of December 31, 2024.
  • Motley Fool Wealth Management, LLC owns shares of 133 different stocks, but just 60 companies or ETFs make up 80% of its holdings.
  • Approximately 8.25% of the portfolio was purchased this quarter.
  • About 12.48% of the portfolio was sold this quarter.
  • This quarter, Motley Fool Wealth Management, LLC has purchased 119 new stocks and bought additional shares in 16 stocks.
  • Motley Fool Wealth Management, LLC sold shares of 100 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Amazon.com
$102,605,285
Meta Platforms
$85,965,833
Alphabet
$75,324,376
Booking
$70,604,586
Salesforce
$59,802,616

Largest New Holdings this Quarter

ISHARES IBONDS DEC 2029 TERM ETF
$19,465,086 Holding
Micron Technology
$16,927,792 Holding
QXO INC CLASS EQUITY
$8,402,399 Holding
Ball
$6,910,237 Holding

Largest Purchases this Quarter

ISHARES IBONDS DEC 2029 TERM ETF
854,687 shares (about $19.47M)
Palo Alto Networks
103,129 shares (about $18.50M)
Micron Technology
195,426 shares (about $16.93M)
iShares iBonds Dec 2031 Term Corporate ETF
679,423 shares (about $13.80M)
Invesco BulletShares 2030 Corporate Bond ETF
764,539 shares (about $12.50M)

Largest Sales this Quarter

Amazon.com
92,434 shares (about $20.23M)
Axon Enterprise
31,951 shares (about $18.92M)
Invesco BulletShares 2026 Corporate Bond ETF
868,914 shares (about $16.88M)
iShares 0-5 Year High Yield Corporate Bond ETF
337,016 shares (about $14.36M)
Meta Platforms
15,373 shares (about $9.01M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMotley Fool Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$102,605,285$20,231,270 -16.5%468,7905.3%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$85,965,833$9,014,869 -9.5%146,5974.4%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$75,324,376$4,384,768 -5.5%395,7963.9%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$70,604,586$3,963,005 -5.3%14,3243.6%Retail/Wholesale
Salesforce, Inc. stock logo
CRM
Salesforce
$59,802,616$3,754,080 -5.9%180,0893.1%Computer and Technology
Invesco BulletShares 2025 Corporate Bond ETF stock logo
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
$53,500,337$2,453,117 4.8%2,590,1832.8%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$50,594,795$2,954,460 -5.5%57,5912.6%Consumer Discretionary
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$48,295,886$4,141,601 -7.9%28,2552.5%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$48,103,836$2,191,765 -4.4%92,0262.5%Business Services
Equinix, Inc. stock logo
EQIX
Equinix
$41,989,885$6,010,683 -12.5%45,0102.2%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$39,367,573$18,499,758 88.7%219,4592.0%Computer and Technology
Invesco BulletShares 2030 Corporate Bond ETF stock logo
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
$33,955,446$12,496,769 58.2%2,077,3581.8%Manufacturing
Invesco BulletShares 2032 Corporate Bond ETF stock logo
BSCW
Invesco BulletShares 2032 Corporate Bond ETF
$33,696,562$12,390,252 58.2%1,679,2051.7%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$29,794,404$11,590,386 63.7%55,4251.5%ETF
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$28,366,800$1,384,696 -4.7%277,6051.5%Finance
Axon Enterprise, Inc. stock logo
AXON
Axon Enterprise
$28,299,711$18,921,945 -40.1%47,7861.5%Aerospace
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$26,370,529$16,883,233 -39.0%1,357,1881.4%ETF
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$25,532,940$2,487,238 -8.9%359,4391.3%Computer and Technology
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$24,789,065$1,159,642 -4.5%109,6401.3%Business Services
Datadog, Inc. stock logo
DDOG
Datadog
$24,522,518$1,802,679 -6.8%172,4501.3%Computer and Technology
BioMarin Pharmaceutical Inc. stock logo
BMRN
BioMarin Pharmaceutical
$22,730,991$5,024,929 -18.1%347,7281.2%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$21,456,561$486,714 -2.2%47,4791.1%Finance
Invesco BulletShares 2031 Corporate Bond ETF stock logo
BSCV
Invesco BulletShares 2031 Corporate Bond ETF
$20,974,655$422,194 -2.0%1,308,9241.1%ETF
Danaher Co. stock logo
DHR
Danaher
$20,399,932$1,984,600 -8.9%88,3491.1%Medical
DexCom, Inc. stock logo
DXCM
DexCom
$20,260,051$2,757,896 -12.0%260,4081.0%Medical
Microsoft Co. stock logo
MSFT
Microsoft
$19,833,509$659,694 -3.2%47,3821.0%Computer and Technology
ISHARES IBONDS DEC 2029 TERM ETF
$19,465,086$19,465,086 New Holding854,6871.0%Bond ETFs
Autodesk, Inc. stock logo
ADSK
Autodesk
$19,152,708$1,378,842 -6.7%65,1601.0%Computer and Technology
Toast, Inc. stock logo
TOST
Toast
$17,043,360$586,309 -3.3%467,9510.9%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$16,927,792$16,927,792 New Holding195,4260.9%Computer and Technology
DFJ
WisdomTree Japan SmallCap Dividend Fund
$16,482,726$1,712,147 -9.4%220,7360.9%Finance
StoneX Group Inc. stock logo
SNEX
StoneX Group
$16,296,866$509,890 -3.0%165,3370.8%Finance
Globus Medical, Inc. stock logo
GMED
Globus Medical
$16,234,668$499,338 -3.0%194,4240.8%Medical
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$16,016,808$1,487,635 -8.5%297,2020.8%Finance
Herc Holdings Inc. stock logo
HRI
Herc
$15,340,194$474,657 -3.0%80,3760.8%Transportation
Markel Group Inc. stock logo
MKL
Markel Group
$15,299,755$284,222 -1.8%8,8820.8%Multi-Sector Conglomerates
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$15,171,798$2,305,629 -13.2%28,8350.8%Medical
Alarm.com Holdings, Inc. stock logo
ALRM
Alarm.com
$15,011,005$928,423 -5.8%247,1160.8%Industrial Products
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$14,897,346$14,361,233 -49.1%349,5970.8%ETF
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$14,731,674$1,225,047 -7.7%36,4610.8%Medical
Invesco BulletShares 2028 Corporate Bond ETF stock logo
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
$14,422,011$7,270,750 -33.5%716,8250.7%ETF
Waters Co. stock logo
WAT
Waters
$14,414,118$718,926 -4.8%38,4750.7%Medical
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$14,380,286$1,031,840 -6.7%41,9490.7%Computer and Technology
Watsco, Inc. stock logo
WSO
Watsco
$14,206,082$782,530 -5.2%29,9360.7%Construction
DCMB
Doubleline Commercial Real Estate ETF
$13,993,753$253,147 -1.8%272,0290.7%ETF
HOWARD HUGHES HLDGS INC
$13,920,639$1,224,569 -8.1%180,8160.7%Ordinary Shares
DMBS
DoubleLine Mortgage ETF
$13,864,326$242,035 -1.7%288,8170.7%ETF
iShares iBonds Dec 2031 Term Corporate ETF stock logo
IBDW
iShares iBonds Dec 2031 Term Corporate ETF
$13,802,267$13,802,267 New Holding679,4230.7%ETF
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$13,675,212$441,284 -3.1%23,7690.7%Computer and Technology
Invesco BulletShares 2029 Corporate Bond ETF stock logo
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
$13,663,414$523,176 -3.7%745,9070.7%ETF
RXO, Inc. stock logo
RXO
RXO
$13,638,577$680,963 -4.8%569,1460.7%Transportation
ICON Public Limited stock logo
ICLR
ICON Public
$13,342,398$305,443 2.3%64,0380.7%Medical
Q2 Holdings, Inc. stock logo
QTWO
Q2
$13,281,826$425,084 -3.1%133,9480.7%Computer and Technology
HealthEquity, Inc. stock logo
HQY
HealthEquity
$13,280,433$427,953 -3.1%136,7290.7%Medical
iShares Core MSCI Europe ETF stock logo
IEUR
iShares Core MSCI Europe ETF
$13,103,325$1,292,463 -9.0%242,8620.7%ETF
Aon plc stock logo
AON
AON
$12,669,332$1,238,794 -8.9%35,2530.7%Finance
American Tower Co. stock logo
AMT
American Tower
$12,607,137$3,582,926 -22.1%69,2580.7%Finance
BellRing Brands, Inc. stock logo
BRBR
BellRing Brands
$12,330,236$320,475 -2.5%164,7110.6%Medical
Goosehead Insurance, Inc stock logo
GSHD
Goosehead Insurance
$12,263,103$8,602,861 -41.2%114,6960.6%Finance
Paychex, Inc. stock logo
PAYX
Paychex
$11,693,718$480,631 -3.9%83,1840.6%Business Services
Fastenal stock logo
FAST
Fastenal
$10,418,820$432,066 -4.0%143,8640.5%Retail/Wholesale
Comcast Co. stock logo
CMCSA
Comcast
$10,306,771$3,035,527 -22.8%277,2770.5%Consumer Discretionary
Waste Connections, Inc. stock logo
WCN
Waste Connections
$10,131,985$995,844 -8.9%58,8480.5%Business Services
STAG Industrial, Inc. stock logo
STAG
STAG Industrial
$9,824,212$404,169 -4.0%291,0300.5%Finance
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$9,787,725$1,583,516 19.3%136,4890.5%ETF
Inari Medical, Inc. stock logo
NARI
Inari Medical
$9,686,250$2,103,132 -17.8%174,3600.5%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$9,657,973$407,638 -4.0%136,8480.5%Utilities
SBA Communications Co. stock logo
SBAC
SBA Communications
$9,608,076$497,102 -4.9%47,4700.5%Finance
COOPER COS INC
$9,565,310$389,825 -3.9%104,6030.5%Ordinary Shares
Guidewire Software, Inc. stock logo
GWRE
Guidewire Software
$9,473,341$312,706 -3.2%56,0150.5%Computer and Technology
Rentokil Initial plc stock logo
RTO
Rentokil Initial
$9,144,444$2,745,013 -23.1%364,8200.5%Business Services
TransUnion stock logo
TRU
TransUnion
$9,069,719$402,267 -4.2%98,3480.5%Business Services
Atlassian Co. stock logo
TEAM
Atlassian
$8,906,020$1,420,075 -13.8%36,5880.5%Computer and Technology
Trex Company, Inc. stock logo
TREX
Trex
$8,850,314$259,851 -2.9%128,4030.5%Construction
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$8,694,842$876,763 -9.2%102,1350.4%Medical
Gentex Co. stock logo
GNTX
Gentex
$8,471,054$319,462 -3.6%297,6760.4%Auto/Tires/Trucks
MSCI Inc. stock logo
MSCI
MSCI
$8,460,601$285,791 -3.3%14,2100.4%Finance
QXO INC CLASS EQUITY
$8,402,399$8,402,399 New Holding532,7530.4%Ordinary Shares
Yum China Holdings, Inc. stock logo
YUMC
Yum China
$8,253,170$729,964 -8.1%174,2410.4%Retail/Wholesale
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$8,230,494$757,403 -8.4%41,5870.4%Computer and Technology
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$8,026,839$976,518 -10.8%63,7450.4%Transportation
Eastman Chemical stock logo
EMN
Eastman Chemical
$7,976,966$288,563 -3.5%87,2990.4%Basic Materials
Morningstar, Inc. stock logo
MORN
Morningstar
$7,939,809$245,578 -3.0%23,7310.4%Business Services
GXO Logistics, Inc. stock logo
GXO
GXO Logistics
$7,757,748$478,412 -5.8%178,4690.4%Transportation
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$7,671,432$158,240 -2.0%8,3870.4%Retail/Wholesale
HDFC Bank Limited stock logo
HDB
HDFC Bank
$7,272,284$704,200 -8.8%115,5800.4%Finance
Ball Co. stock logo
BALL
Ball
$6,910,237$6,910,237 New Holding126,0280.4%Industrial Products
Canadian National Railway stock logo
CNI
Canadian National Railway
$6,834,133$1,186,952 -14.8%67,5150.4%Transportation
Carlisle Companies Incorporated stock logo
CSL
Carlisle Companies
$6,732,157$6,732,157 New Holding18,0780.3%Multi-Sector Conglomerates
Tractor Supply stock logo
TSCO
Tractor Supply
$6,439,349$5,116,232 386.7%121,3440.3%Retail/Wholesale
Ultragenyx Pharmaceutical Inc. stock logo
RARE
Ultragenyx Pharmaceutical
$6,425,491$592,280 -8.4%153,8350.3%Medical
Okta, Inc. stock logo
OKTA
Okta
$6,350,802$947,861 -13.0%79,9260.3%Computer and Technology
Alexandria Real Estate Equities, Inc. stock logo
ARE
Alexandria Real Estate Equities
$6,215,911$765,782 -11.0%63,6460.3%Finance
Medtronic plc stock logo
MDT
Medtronic
$6,203,536$765,942 -11.0%76,8130.3%Medical
Moderna, Inc. stock logo
MRNA
Moderna
$6,189,667$1,258,065 -16.9%155,3880.3%Medical
Crocs, Inc. stock logo
CROX
Crocs
$6,067,612$756,415 -11.1%55,8540.3%Consumer Discretionary
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$5,996,571$8,034,610 -57.3%307,9230.3%ETF
Live Oak Bancshares, Inc. stock logo
LOB
Live Oak Bancshares
$5,769,347$186,596 -3.1%146,1850.3%Finance
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$4,854,956$291,065 6.4%18,3480.3%ETF
CME Group Inc. stock logo
CME
CME Group
$4,852,703$512,887 -9.6%20,9100.3%Finance

Showing largest 100 holdings. View all holdings.
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