Motive Wealth Advisors Portfolio Holdings
Motive Wealth Advisors
- $166 Million
- Q2 2024
Motive Wealth Advisors has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $166 Million distributed in 65 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $14.7M, Ishares Core S&P 500 ETF with a value of $13M, Vanguard Dividend Appreciation with a value of $12.3M, Ishares Msci Usa Quality Facto with a value of $11.3M, and Ishares Tr with a value of $11.2M.
Examining the 13F form we can see an increase of $1.36M in the current position value, from $165M to 166M.
Below you can find more details about Motive Wealth Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$166 Million
ETFs: $144 Million
Technology: $10.2 Million
Communication Services: $3.21 Million
Consumer Cyclical: $3.04 Million
Financial Services: $2.11 Million
Healthcare: $1.72 Million
Consumer Defensive: $904,000
Energy: $610,000
Other: $0
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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