Motive Wealth Advisors Incresed Positions in Q1 2024

Motive Wealth Advisors

  • $165 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
15.7K
+ 196.15%
$469.56 - $525.73 $7.38M - $8.26M
23.7K $12.5M
VEA
Vanguard Ftse Developed Market

ETFs
142K
+ 96.16%
$46.21 - $50.27 $6.56M - $7.13M
289K $14.5M
VIG
Vanguard Dividend Appreciation

ETFs
24.9K
+ 58.23%
$168.47 - $182.98 $4.2M - $4.56M
67.7K $12.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
23.6K
+ 52.24%
$144.62 - $165.44 $3.41M - $3.9M
68.7K $11.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
45.7K
+ 126.19%
$96.75 - $99.37 $4.42M - $4.54M
81.9K $8.02M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
33.3K
+ 116.88%
$100.95 - $117.92 $3.37M - $3.93M
61.9K $7.25M
IEFA
Ishares Tr

ETFs
46.9K
+ 42.32%
$68.14 - $74.43 $3.2M - $3.49M
158K $11.7M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
39.4K
+ 110.51%
$82.87 - $90.44 $3.26M - $3.56M
75.1K $6.79M
SPYG
Spdr Portfolio

ETFs
33.2K
+ 54.53%
$63.12 - $73.73 $2.1M - $2.45M
94.1K $6.89M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
50.2K
+ 58.57%
$45.88 - $50.1 $2.3M - $2.52M
136K $6.81M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
42.9K
+ 94.11%
$39.04 - $42.23 $1.68M - $1.81M
88.5K $3.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
33.4K
+ 409.66%
$50.36 - $51.06 $1.68M - $1.7M
41.5K $2.1M
NVDA
Nvidia Corp

Technology
948
+ 70.22%
$475.69 - $950.02 $451K - $901K
2.3K $2.08M
MUB
Ishares National Muni Bond ETF

ETFs
13.3K
+ 34.91%
$107.41 - $108.76 $1.43M - $1.45M
51.5K $5.54M
MSFT
Microsoft Corp

Technology
2.73K
+ 69.05%
$367.75 - $429.37 $1M - $1.17M
6.68K $2.81M
IEMG
Ishares Inc

ETFs
19.7K
+ 53.41%
$47.6 - $51.96 $937K - $1.02M
56.5K $2.92M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
21.6K
+ 1090.77%
$56.98 - $284.98 $1.23M - $6.16M
23.6K $1.43M
AMZN
Amazon Com Inc

Consumer Cyclical
3.52K
+ 74.68%
$144.57 - $180.38 $508K - $634K
8.22K $1.48M
AAPL
Apple Inc.

Technology
5.41K
+ 66.68%
$169.0 - $195.18 $914K - $1.06M
13.5K $2.32M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.1K
+ 19.66%
$35.71 - $39.11 $431K - $472K
73.5K $2.87M
META
Meta Platforms, Inc.

Communication Services
754
+ 56.78%
$344.47 - $512.19 $260K - $386K
2.08K $1.01M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.69K
+ 219.54%
$102.35 - $110.52 $480K - $518K
6.82K $753K
GBIL
Goldman Sachs Access Treasury

ETFs
4.13K
+ 89.57%
$99.75 - $100.89 $412K - $417K
8.74K $881K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.53K
+ 95.49%
$80.09 - $87.23 $363K - $395K
9.27K $808K
GOOGL
Alphabet Inc.

Communication Services
2.47K
+ 75.14%
$131.4 - $153.51 $324K - $379K
5.75K $867K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
4.59K
+ 89.99%
$77.43 - $82.98 $356K - $381K
9.7K $804K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
676
+ 61.68%
$359.29 - $420.52 $243K - $284K
1.77K $745K
TSLA
Tesla, Inc.

Consumer Cyclical
2.44K
+ 174.11%
$162.5 - $248.42 $397K - $606K
3.84K $675K
LLY
Eli Lilly & CO

Healthcare
285
+ 55.23%
$592.2 - $792.28 $169K - $226K
801 $623K
JPM
Jpmorgan Chase & CO

Financial Services
1.23K
+ 66.5%
$167.09 - $200.3 $206K - $247K
3.08K $617K
AVGO
Broadcom Inc.

Technology
144
+ 62.07%
$1049.01 - $1407.01 $151K - $203K
376 $498K
GOOG
Alphabet Inc.

Communication Services
1.25K
+ 49.35%
$132.56 - $154.84 $166K - $194K
3.8K $577K
V
Visa Inc.

Financial Services
660
+ 74.66%
$257.98 - $290.37 $170K - $192K
1.54K $430K
VUG
Vanguard Growth ETF

ETFs
472
+ 56.59%
$301.05 - $346.61 $142K - $164K
1.31K $449K
MA
Mastercard Inc

Financial Services
332
+ 63.97%
$418.77 - $488.64 $139K - $162K
851 $409K
XOM
Exxon Mobil Corp

Energy
1.28K
+ 62.89%
$96.8 - $116.24 $124K - $148K
3.31K $384K
UNH
Unitedhealth Group Inc

Healthcare
224
+ 50.79%
$472.6 - $545.42 $106K - $122K
665 $328K
VTV
Vanguard Value ETF

ETFs
448
+ 26.91%
$147.46 - $162.86 $66.1K - $73K
2.11K $344K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.3K
+ 16.86%
$23.47 - $25.45 $54K - $58.5K
15.9K $402K
Activity Summary
Buys All Purchases 68 New Holdings 28 Increased Positions 40 Sells All Sells 0 Reductions 0 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