Motive Wealth Advisors Purchases in Q2 2025

Motive Wealth Advisors

  • $217 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
65.5K
+ 18.97%
$45.65 - $57.01 $2.99M - $3.73M
411K $23.4M
SPYG
Spdr Portfolio

ETFs
16.9K
+ 25.54%
$71.83 - $95.32 $1.21M - $1.61M
82.9K $7.91M
QUAL
Ishares Msci Usa Quality Facto

ETFs
8.99K
+ 13.31%
$152.42 - $182.82 $1.37M - $1.64M
76.5K $14M
NVDA
Nvidia Corp

Technology
3.64K
+ 15.64%
$94.31 - $157.99 $343K - $574K
26.9K $4.25M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
28.8K
+ 26.27%
$45.11 - $52.34 $1.3M - $1.51M
139K $7.25M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.84K
+ 3.52%
$113.67 - $150.4 $209K - $276K
54K $8.12M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
20.7K
+ 19.88%
$39.89 - $49.46 $826K - $1.02M
125K $6.18M
MSFT
Microsoft Corp

Technology
1.05K
+ 14.67%
$354.56 - $497.45 $371K - $521K
8.18K $4.07M
VIG
Vanguard Dividend Appreciation

ETFs
6.09K
+ 8.99%
N/A
73.8K $13.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.94K
New
$456.74 - $568.03 $888K - $1.1M
1.94K $1.1M
AMZN
Amazon Com Inc

Consumer Cyclical
1.4K
+ 15.35%
$167.32 - $223.3 $235K - $313K
10.5K $2.31M
META
Meta Platforms, Inc.

Communication Services
289
+ 13.09%
$484.66 - $738.09 $140K - $213K
2.5K $1.84M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.3K
+ 2.23%
$96.84 - $99.46 $320K - $329K
152K $15M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.34K
+ 3.17%
$81.46 - $94.63 $191K - $222K
76.3K $7.22M
TSLA
Tesla, Inc.

Consumer Cyclical
402
+ 9.41%
$221.86 - $362.89 $89.2K - $146K
4.68K $1.49M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3.21K
+ 30.49%
$72.61 - $88.75 $233K - $285K
13.8K $1.22M
NFLX
Netflix Inc

Communication Services
63
+ 10.88%
$855.86 - $1339.13 $53.9K - $84.4K
642 $859K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3.75K
+ 33.41%
$67.03 - $80.35 $251K - $301K
15K $1.19M
AMD
Advanced Micro Devices Inc

Technology
2.09K
New
$78.21 - $143.81 $163K - $301K
2.09K $296K
INTU
Intuit Inc

Technology
343
New
$544.07 - $787.63 $187K - $270K
343 $270K
CSCO
Cisco Systems, Inc.

Technology
3.76K
New
$53.19 - $69.38 $200K - $261K
3.76K $261K
PM
Philip Morris International Inc.

Consumer Defensive
1.4K
New
$149.23 - $184.95 $210K - $260K
1.4K $255K
GOOGL
Alphabet Inc.

Communication Services
714
+ 12.11%
$144.7 - $178.6 $103K - $128K
6.61K $1.16M
GS
Goldman Sachs Group Inc

Financial Services
355
New
$462.22 - $707.75 $164K - $251K
355 $251K
PLTR
Palantir Technologies Inc.

Technology
1.81K
New
$74.01 - $144.25 $134K - $261K
1.81K $246K
JPM
Jpmorgan Chase & CO

Financial Services
328
+ 10.3%
$210.28 - $289.91 $69K - $95.1K
3.51K $1.02M
AXP
American Express CO

Financial Services
743
New
$231.39 - $318.98 $172K - $237K
743 $237K
NOW
Service Now, Inc.

Technology
229
New
$721.65 - $1040.18 $165K - $238K
229 $235K
ABT
Abbott Laboratories

Healthcare
1.69K
New
$123.95 - $138.08 $209K - $233K
1.69K $229K
CAT
Caterpillar Inc

Industrials
577
New
$273.94 - $388.21 $158K - $224K
577 $223K
BKNG
Booking Holdings Inc.

Consumer Cyclical
38
New
$4164.15 - $5789.24 $158K - $220K
38 $219K
SPGI
S&P Global Inc.

Financial Services
411
New
$438.31 - $527.29 $180K - $217K
411 $216K
T
At&T Inc.

Communication Services
7.48K
New
$26.33 - $28.94 $197K - $217K
7.48K $216K
APH
Amphenol Corp

Technology
2.18K
New
$59.09 - $98.75 $129K - $215K
2.18K $214K
ETN
Eaton Corp PLC

Industrials
586
New
$246.52 - $356.99 $144K - $209K
586 $209K
ADBE
Adobe Inc.

Technology
526
New
$340.0 - $420.68 $179K - $221K
526 $203K
TJX
Tjx Companies Inc

Consumer Cyclical
1.62K
New
$119.13 - $135.03 $193K - $219K
1.62K $200K
GOOG
Alphabet Inc.

Communication Services
594
+ 14.32%
$146.58 - $180.01 $87.1K - $107K
4.74K $841K
ORCL
Oracle Corp

Technology
226
+ 14.89%
$122.82 - $218.63 $27.8K - $49.4K
1.74K $381K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.58K
+ 56.79%
$70.44 - $86.87 $111K - $137K
4.35K $378K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.77K
+ 60.61%
$66.87 - $79.47 $118K - $140K
4.68K $371K
AAPL
Apple Inc.

Technology
1.78K
+ 12.35%
$172.42 - $223.89 $307K - $398K
16.2K $3.32M
GE
General Electric CO

Industrials
158
+ 12.97%
$166.81 - $257.39 $26.4K - $40.7K
1.38K $354K
WMT
Walmart Inc.

Consumer Defensive
653
+ 14.34%
$81.79 - $99.98 $53.4K - $65.3K
5.21K $509K
VUG
Vanguard Growth ETF

ETFs
22
+ 1.87%
$329.49 - $438.4 $7.25K - $9.64K
1.2K $524K
V
Visa Inc.

Financial Services
216
+ 12.71%
$308.27 - $373.31 $66.6K - $80.6K
1.92K $680K
IBM
International Business Machines Corp

Technology
60
+ 4.23%
$221.03 - $294.78 $13.3K - $17.7K
1.48K $435K
COST
Costco Wholesale Corp

Consumer Defensive
62
+ 13.39%
$908.13 - $1056.85 $56.3K - $65.5K
525 $519K
MA
Mastercard Inc

Financial Services
102
+ 11.17%
$479.92 - $590.74 $49K - $60.3K
1.02K $570K
Activity Summary
Buys All Purchases 66 New Holdings 18 Increased Positions 48 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Motive Wealth Advisors Portfolio

Follow Motive Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Motive Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Motive Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email