Motive Wealth Advisors Portfolio Holdings

Motive Wealth Advisors

  • $185 Million
  • Q4 2024

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $185 Million
  • Prior Value $174 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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