Motive Wealth Advisors Purchases and Sells in Q4 2024

Motive Wealth Advisors

$185 Million
Q4 2024

Top Buys

Incresed Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	14.7K + 16.03%	$96.64 - $101.23 $1.42M - $1.48M	106K $10.3M
AVGO	4.21K + 1076.47%	$159.67 - $250.0 $672K - $1.05M	4.6K $1.07M
TSLA	267 + 6.37%	$213.65 - $479.86 $57K - $128K	4.46K $1.8M
AAPL	1.85K + 13.87%	$221.69 - $259.02 $411K - $480K	15.2K $3.81M
NVDA	2.2K + 9.72%	$117.0 - $148.88 $258K - $328K	24.9K $3.34M
AMZN	974 + 11.67%	$180.88 - $232.93 $176K - $227K	9.32K $2.05M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	71.1K New	$100.16 - $100.7 $7.12M - $7.16M	71.1K $7.13M
ORCL	1.49K New	$165.41 - $192.43 $247K - $287K	1.49K $248K
WFC	3.43K New	$54.98 - $77.35 $189K - $266K	3.43K $241K
BAC	5.41K New	$39.22 - $47.77 $212K - $259K	5.41K $237K
ACN	639 New	$343.9 - $376.86 $220K - $241K	639 $224K
ISRG	430 New	$471.27 - $550.62 $203K - $237K	430 $224K

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	-2.31K - 1.5%	$70.06 - $77.43 $162K - $179K	152K $10.7M
SPYV	-15.5K - 12.44%	$51.09 - $55.27 $790K - $855K	109K $5.57M
SPYG	-15.5K - 18.39%	$81.74 - $91.38 $1.27M - $1.42M	68.8K $6.04M
VONG	-3.94K - 49.17%	$95.27 - $107.82 $376K - $425K	4.08K $421K
VONV	-3.46K - 42.44%	$80.87 - $87.69 $280K - $304K	4.7K $381K
IUSV	-481 - 0.63%	$91.94 - $100.02 $44.2K - $48.1K	75.6K $7M

Activity Summary All Purchases 51 New Holdings 11 Increased Positions 40 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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