Motive Wealth Advisors has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $185 Million distributed in 75 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $16M, Ishares Core S&P 500 ETF with a value of $13.8M, Vanguard Dividend Appreciation with a value of $12.5M, Ishares Msci Usa Quality Facto with a value of $11.9M, and Schwab Strategic Tr Us Broad M with a value of $10.9M.
Examining the 13F form we can see an increase of $11.1M in the current position value, from $174M to 185M.
Below you can find more details about Motive Wealth Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$185 Million
ETFs: $156 Million
Technology: $13.4 Million
Consumer Cyclical: $4.61 Million
Communication Services: $3.95 Million
Financial Services: $3.19 Million
Healthcare: $2.14 Million
Consumer Defensive: $1.18 Million
Industrials: $429,000
Other: $392,000
Stock Holdings Table Market Cap. of $200 Billions or more
