Motive Wealth Advisors Portfolio Holdings
Motive Wealth Advisors
- $165 Million
- Q1 2024
Motive Wealth Advisors has filed its 13F form on May 06, 2024 for Q1 2024 where it was disclosed a total value porftolio of $165 Million distributed in 71 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $14.5M, Ishares Core S&P 500 ETF with a value of $12.5M, Vanguard Dividend Appreciation with a value of $12.4M, Ishares Tr with a value of $11.7M, and Ishares Msci Usa Quality Facto with a value of $11.3M.
Examining the 13F form we can see an increase of $78.2M in the current position value, from $86.7M to 165M.
Below you can find more details about Motive Wealth Advisors portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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