Latest MOTIVE WEALTH ADVISORS Stock Portfolio
About MOTIVE WEALTH ADVISORS and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, MOTIVE WEALTH ADVISORS reported an equity portfolio of $166.5 Millions as of 30 Sep, 2024.
The top stock holdings of MOTIVE WEALTH ADVISORS are VEA, IJR, VIG. The fund has invested 8.8% of it's portfolio in VANGUARD TAX-MANAGED FDS and 7.8% of portfolio in ISHARES TR.
They significantly reduced their stock positions in BROADCOM INC (AVGO).
The top stock holdings of MOTIVE WEALTH ADVISORS are VEA, IJR, VIG. The fund has invested 8.8% of it's portfolio in VANGUARD TAX-MANAGED FDS and 7.8% of portfolio in ISHARES TR.
They significantly reduced their stock positions in BROADCOM INC (AVGO).
MOTIVE WEALTH ADVISORS Annual Return Estimates Vs S&P 500
New Buys
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| broadcom inc | -90.00 |
MOTIVE WEALTH ADVISORS reduced stake in above stock
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 87.2 |
| Technology | 6.2 |
| Communication Services | 1.9 |
| Consumer Cyclical | 1.8 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 87.2 |
| MEGA-CAP | 12.5 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 87.2 |
| S&P 500 | 12.8 |
MOTIVE WEALTH ADVISORS Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of MOTIVE WEALTH ADVISORS
Last Reported on: 15 Oct, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.69 | 13,351 | 2,811,990 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 3.08 | 48,105 | 5,125,590 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.32 | 10,175 | 539,682 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.19 | 1,829 | 313,710 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.16 | 475 | 263,882 | unchanged | 0.00 | ||
| AMD | advanced micro devices inc | 0.17 | 1,740 | 282,245 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.97 | 8,349 | 1,613,440 | unchanged | 0.00 | ||
| AVGO | broadcom inc | 0.38 | 391 | 627,762 | reduced | -90.00 | ||
| BIL | spdr ser tr | 4.06 | 84,249 | 6,750,870 | unchanged | 0.00 | ||
| BIL | spdr ser tr | 3.64 | 124,314 | 6,059,060 | unchanged | 0.00 | ||
| BIL | spdr ser tr | 0.48 | 9,370 | 804,517 | unchanged | 0.00 | ||
| BIL | spdr ser tr | 0.46 | 9,848 | 771,216 | unchanged | 0.00 | ||
| BIL | spdr ser tr | 0.18 | 3,671 | 308,584 | unchanged | 0.00 | ||
| BIL | spdr ser tr | 0.16 | 3,752 | 273,671 | unchanged | 0.00 | ||
| BIV | vanguard bd index fds | 3.72 | 85,927 | 6,191,040 | unchanged | 0.00 | ||
| BNDW | vanguard scottsdale fds | 0.45 | 8,021 | 752,450 | unchanged | 0.00 | ||
| BNDW | vanguard scottsdale fds | 0.38 | 8,162 | 624,964 | unchanged | 0.00 | ||
| COST | costco whsl corp new | 0.21 | 410 | 348,496 | unchanged | 0.00 | ||
| CRM | salesforce inc | 0.13 | 856 | 220,078 | unchanged | 0.00 | ||
| CVX | chevron corp new | 0.13 | 1,362 | 213,044 | unchanged | 0.00 | ||