Motive Wealth Advisors Portfolio Holdings
Motive Wealth Advisors
- $217 Million
- Q2 2025
Motive Wealth Advisors has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $217 Million distributed in 87 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $23.4M, Ishares Core U.S. Aggregate Bo with a value of $15M, Ishares Core S&P 500 ETF with a value of $14.2M, Ishares Msci Usa Quality Facto with a value of $14M, and Vanguard Dividend Appreciation with a value of $13.4M.
Examining the 13F form we can see an increase of $31.5M in the current position value, from $186M to 217M.
Below you can find more details about Motive Wealth Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$217 Million
ETFs: $181 Million
Technology: $15.8 Million
Consumer Cyclical: $4.94 Million
Communication Services: $4.92 Million
Financial Services: $4.76 Million
Healthcare: $1.88 Million
Consumer Defensive: $1.87 Million
Industrials: $1.04 Million
Other: $642,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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