Motive Wealth Advisors Incresed Positions 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
AVGO
Broadcom Inc.

Technology
651
+ 14.95%
$146.29 - $275.65 $95.2K - $179K
5.01K $1.38M
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
GOOGL
Alphabet Inc.

Communication Services
714
+ 12.11%
$144.7 - $178.6 $103K - $128K
6.61K $1.16M
JPM
Jpmorgan Chase & CO

Financial Services
328
+ 10.3%
$210.28 - $289.91 $69K - $95.1K
3.51K $1.02M
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
HD
Home Depot, Inc.

Consumer Cyclical
189
+ 21.38%
$335.24 - $380.78 $63.4K - $72K
1.07K $393K
BAC
Bank Of America Corp

Financial Services
868
+ 17.95%
$34.39 - $47.46 $29.9K - $41.2K
5.71K $269K
JNJ
Johnson & Johnson

Healthcare
503
+ 37.48%
$146.36 - $159.82 $73.6K - $80.4K
1.85K $281K
KO
Coca Cola CO

Consumer Defensive
699
+ 23.15%
$68.37 - $73.9 $47.8K - $51.7K
3.72K $263K
RTX
Raytheon Technologies Corp

Industrials
166
+ 10.65%
$113.75 - $148.48 $18.9K - $24.6K
1.73K $251K
WFC
Wells Fargo & Company

Financial Services
129
+ 3.66%
$60.98 - $80.12 $7.87K - $10.3K
3.66K $292K
ISRG
Intuitive Surgical Inc

Healthcare
33
+ 8.11%
$451.58 - $565.94 $14.9K - $18.7K
440 $239K
LLY
Eli Lilly & CO

Healthcare
87
+ 10.3%
$713.71 - $898.95 $62.1K - $78.2K
932 $726K
CRM
Salesforce, Inc.

Technology
89
+ 9.28%
$236.26 - $291.15 $21K - $25.9K
1.05K $285K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
221
+ 11.72%
$483.48 - $539.8 $107K - $119K
2.11K $1.02M
PG
Procter & Gamble CO

Consumer Defensive
213
+ 11.83%
$157.66 - $172.39 $33.6K - $36.7K
2.01K $320K
XOM
Exxon Mobil Corp

Energy
433
+ 11.97%
$99.93 - $119.04 $43.3K - $51.5K
4.05K $436K
Linde PLC
64
+ 11.59%
N/A
616 $0
CVX
Chevron Corp

Energy
181
+ 14.38%
$133.73 - $168.51 $24.2K - $30.5K
1.44K $206K
PGR
Progressive Corp

Financial Services
25
+ 3.39%
$255.27 - $288.74 $6.38K - $7.22K
762 $203K
ABBV
Abb Vie Inc.

Healthcare
194
+ 9.81%
$170.16 - $206.27 $33K - $40K
2.17K $402K
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
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