Motley Fool Wealth Management, LLC Reduced Holdings in Q1 2025

Motley Fool Wealth Management, LLC

  • $1.58 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-58.8K
- 12.55%
$190.26 - $242.06 $11.2M - $14.2M
410K $78M
GOOG
Alphabet Inc.

Communication Services
-47.7K
- 12.05%
$156.06 - $207.71 $7.44M - $9.91M
348K $54.4M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-944K
- 69.53%
$19.42 - $19.54 $18.3M - $18.4M
413K $8.05M
CRM
Salesforce, Inc.

Technology
-22.5K
- 12.48%
$268.36 - $359.95 $6.03M - $8.09M
158K $42.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-25.4K
- 45.89%
$507.05 - $563.67 $12.9M - $14.3M
30K $15.4M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1.72K
- 12.0%
$4295.4 - $5141.88 $7.38M - $8.84M
12.6K $58.1M
META
Meta Platforms, Inc.

Communication Services
-18.1K
- 12.36%
$576.36 - $736.67 $10.4M - $13.3M
128K $74M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-537K
- 20.72%
$20.64 - $20.73 $11.1M - $11.1M
2.05M $42.5M
EQIX
Equinix Inc

Real Estate
-5.52K
- 12.27%
$803.0 - $959.97 $4.43M - $5.3M
39.5K $32.2M
DDOG
Datadog, Inc.

Technology
-21.7K
- 12.56%
$98.68 - $151.89 $2.14M - $3.29M
151K $15M
PANW
Palo Alto Networks Inc

Technology
-30.3K
- 13.79%
$167.82 - $208.28 $5.08M - $6.3M
189K $32.3M
GMED
Globus Medical Inc

Healthcare
-76.9K
- 39.55%
$69.68 - $93.32 $5.36M - $7.18M
118K $8.6M
HRI
Herc Holdings Inc

Industrials
-6.08K
- 7.57%
$122.25 - $211.06 $744K - $1.28M
74.3K $9.98M
NFLX
Netflix Inc

Communication Services
-7.02K
- 12.19%
$828.4 - $1058.6 $5.82M - $7.43M
50.6K $47.2M
MSFT
Microsoft Corp

Technology
-4.96K
- 10.47%
$375.39 - $447.2 $1.86M - $2.22M
42.4K $15.9M
MA
Mastercard Inc

Financial Services
-10.9K
- 11.8%
$504.67 - $576.31 $5.48M - $6.26M
81.2K $44.5M
DHR
Danaher Corp

Healthcare
-7.44K
- 8.42%
$201.62 - $250.59 $1.5M - $1.87M
80.9K $16.6M
QTWO
Q2 Holdings, Inc.

Technology
-11.3K
- 8.47%
$71.37 - $102.68 $810K - $1.17M
123K $9.81M
RXO
Rxo, Inc.
-50.8K
- 8.92%
$17.65 - $26.81 $896K - $1.36M
518K $9.9M
ICLR
Icon PLC

Healthcare
-5.31K
- 8.29%
$174.99 - $222.58 $929K - $1.18M
58.7K $10.3M
DXCM
Dexcom Inc

Healthcare
-9.12K
- 3.5%
$67.74 - $90.75 $618K - $827K
251K $17.2M
TOST
Toast, Inc.

Technology
-36.2K
- 7.73%
$32.61 - $41.98 $1.18M - $1.52M
432K $14.3M
NVO
Novo Nordisk A S

Healthcare
-12.3K
- 12.04%
$69.3 - $90.95 $852K - $1.12M
89.8K $6.24M
ALRM
Alarm.Com Holdings, Inc.

Technology
-20K
- 8.09%
$55.65 - $63.82 $1.11M - $1.28M
227K $12.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-5.47K
- 13.16%
$165.25 - $224.62 $904K - $1.23M
36.1K $5.99M
GNTX
Gentex Corp

Consumer Cyclical
-23K
- 7.73%
$23.3 - $28.48 $536K - $655K
275K $6.4M
HQY
Healthequity, Inc.

Healthcare
-11.3K
- 8.24%
$84.32 - $114.51 $950K - $1.29M
125K $11.1M
TREX
Trex CO Inc

Industrials
-10.4K
- 8.11%
$54.0 - $74.44 $563K - $776K
118K $6.85M
ADSK
Autodesk, Inc.

Technology
-7.86K
- 12.07%
N/A
57.3K $14.1M
BSCU
Invesco Exc Self Ind Tr

ETFs
-137K
- 6.61%
$16.2 - $16.64 $2.23M - $2.29M
1.94M $32.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.97K
- 6.82%
$497.6 - $606.74 $978K - $1.19M
26.9K $13.4M
TRU
Trans Union

Industrials
-7.53K
- 7.65%
$80.45 - $100.25 $605K - $754K
90.8K $7.54M
CMCSA
Comcast Corp

Communication Services
-36.5K
- 13.17%
$33.19 - $38.23 $1.21M - $1.4M
241K $8.88M
MORN
Morningstar, Inc.

Financial Services
-1.95K
- 8.21%
$282.49 - $334.73 $550K - $652K
21.8K $6.53M
WAT
Waters Corp

Healthcare
-3.51K
- 9.11%
$362.16 - $417.28 $1.27M - $1.46M
35K $12.9M
BSCV
Invesco ETF Self Indexed Fd Tr
-98.4K
- 7.52%
$15.87 - $16.38 $1.56M - $1.61M
1.21M $19.7M
GXO
Gxo Logistics, Inc.

Industrials
-9.69K
- 5.43%
$36.31 - $46.18 $352K - $447K
169K $6.6M
MSCI
Msci Inc.

Financial Services
-1.19K
- 8.36%
$541.46 - $628.34 $643K - $746K
13K $7.36M
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
-26K
- 11.8%
$72.65 - $81.17 $1.89M - $2.11M
195K $15.4M
BRBR
Bellring Brands, Inc.

Consumer Defensive
-12.5K
- 7.58%
$65.4 - $79.39 $817K - $992K
152K $11.3M
WSO
Watsco Inc

Industrials
-4.14K
- 13.82%
$463.86 - $530.75 $1.92M - $2.2M
25.8K $13.1M
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
-4.24K
- 2.76%
$36.21 - $45.78 $153K - $194K
150K $5.42M
TYL
Tyler Technologies Inc

Technology
-1.98K
- 8.32%
$553.41 - $646.74 $1.09M - $1.28M
21.8K $12.7M
UPS
United Parcel Service Inc

Industrials
-56
- 0.09%
$109.66 - $136.26 $6.14K - $7.63K
63.7K $7.01M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-16.2K
- 11.88%
$71.17 - $73.66 $1.15M - $1.19M
120K $8.83M
BR
Broadridge Financial Solutions, Inc.

Technology
-11.4K
- 10.36%
$221.46 - $244.83 $2.51M - $2.78M
98.3K $23.8M
CSL
Carlisle Companies Inc

Industrials
-1.17K
- 6.46%
$326.43 - $408.24 $381K - $476K
16.9K $5.76M
EMN
Eastman Chemical CO

Basic Materials
-7.02K
- 8.04%
$87.05 - $103.47 $611K - $726K
80.3K $7.07M
DV
Double Verify Holdings, Inc.

Technology
-863
- 0.59%
$13.34 - $23.07 $11.5K - $19.9K
146K $1.96M
Activity Summary
Buys All Purchases 13 New Holdings 4 Increased Positions 9 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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