Motley Fool Wealth Management, LLC Reduced Holdings in Q2 2025

Motley Fool Wealth Management, LLC

  • $1.54 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-821K
- 39.99%
$20.66 - $20.74 $17M - $17M
1.23M $25.5M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-389K
- 24.17%
$20.16 - $20.49 $7.85M - $7.97M
1.22M $25M
BRO
Brown & Brown, Inc.

Financial Services
-26.5K
- 10.47%
$104.48 - $124.43 $2.77M - $3.3M
227K $25.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5.91K
- 13.86%
$483.48 - $539.8 $2.86M - $3.19M
36.7K $17.8M
EQIX
Equinix Inc

Real Estate
-4.9K
- 12.4%
$740.07 - $914.43 $3.62M - $4.48M
34.6K $27.5M
CRM
Salesforce, Inc.

Technology
-18.7K
- 11.85%
$236.26 - $291.15 $4.41M - $5.44M
139K $37.9M
MA
Mastercard Inc

Financial Services
-9.7K
- 11.96%
$479.92 - $590.74 $4.66M - $5.73M
71.5K $40.2M
ALRM
Alarm.Com Holdings, Inc.

Technology
-72.9K
- 32.08%
$49.34 - $60.68 $3.59M - $4.42M
154K $8.73M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-53K
- 44.1%
$72.02 - $73.82 $3.82M - $3.92M
67.2K $4.95M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2.96K
- 11.0%
$390.26 - $489.06 $1.15M - $1.45M
23.9K $9.7M
AON
Aon PLC

Financial Services
-4.43K
- 14.34%
$335.85 - $398.81 $1.49M - $1.77M
26.5K $9.45M
CSGP
Costar Group, Inc.

Real Estate
-39.4K
- 11.91%
$72.62 - $83.22 $2.86M - $3.28M
291K $23.4M
BSCU
Invesco Exc Self Ind Tr

ETFs
-188K
- 9.67%
$16.31 - $16.78 $3.06M - $3.15M
1.75M $29.4M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-61.3K
- 28.71%
$53.75 - $67.21 $3.3M - $4.12M
152K $10.1M
RXO
Rxo, Inc.
-54K
- 10.42%
$12.58 - $19.55 $680K - $1.06M
464K $7.3M
DHR
Danaher Corp

Healthcare
-10K
- 12.4%
$174.64 - $205.16 $1.75M - $2.06M
70.9K $14M
BR
Broadridge Financial Solutions, Inc.

Technology
-10.2K
- 10.36%
$217.22 - $246.25 $2.21M - $2.51M
88.1K $21.4M
GSHD
Goosehead Insurance, Inc.

Financial Services
-9.93K
- 9.46%
$93.19 - $121.83 $925K - $1.21M
95K $10M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-61.8K
- 9.66%
$40.82 - $43.14 $2.52M - $2.67M
578K $24.9M
PAYX
Paychex Inc

Industrials
-10.4K
- 13.68%
$137.01 - $159.78 $1.42M - $1.66M
65.5K $9.52M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-22.4K
- 14.55%
$41.37 - $53.28 $925K - $1.19M
131K $5.87M
WAT
Waters Corp

Healthcare
-3.63K
- 10.39%
$307.71 - $366.67 $1.12M - $1.33M
31.3K $10.9M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-9.63K
- 15.32%
$67.83 - $92.33 $653K - $890K
53.2K $3.87M
WCN
Waste Connections, Inc.

Industrials
-7.58K
- 14.66%
$183.26 - $199.95 $1.39M - $1.52M
44.1K $8.23M
AAPL
Apple Inc.

Technology
-7.39K
- 41.66%
$172.42 - $223.89 $1.27M - $1.65M
10.3K $2.12M
AMT
American Tower Corp

Real Estate
-9.17K
- 13.95%
$203.96 - $228.19 $1.87M - $2.09M
56.6K $12.5M
BSCV
Invesco ETF Self Indexed Fd Tr
-118K
- 9.73%
$15.97 - $16.53 $1.88M - $1.95M
1.09M $18.1M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-78.2K
- 9.61%
$22.7 - $23.33 $1.78M - $1.82M
735K $17.2M
CMCSA
Comcast Corp

Communication Services
-38.4K
- 15.93%
$32.84 - $36.72 $1.26M - $1.41M
202K $7.22M
ADSK
Autodesk, Inc.

Technology
-6.46K
- 11.27%
N/A
50.8K $12.5M
UPS
United Parcel Service Inc

Industrials
-9.75K
- 15.31%
$91.92 - $110.2 $896K - $1.07M
53.9K $5.44M
CROX
Crocs, Inc.

Consumer Cyclical
-9.47K
- 9.29%
$88.67 - $120.26 $840K - $1.14M
92.5K $9.37M
MKL
Markel Corp

Financial Services
-1.13K
- 14.16%
$1678.5 - $1997.36 $1.9M - $2.26M
6.85K $13.7M
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
-28.8K
- 14.78%
$70.93 - $86.0 $2.04M - $2.47M
166K $14.2M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-68.6K
- 9.69%
$18.28 - $18.7 $1.25M - $1.28M
640K $12M
OKTA
Okta, Inc.

Technology
-7.38K
- 9.99%
$91.24 - $127.3 $673K - $939K
66.4K $6.64M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-62K
- 9.58%
$20.23 - $21.04 $1.25M - $1.3M
585K $12.3M
HRI
Herc Holdings Inc

Industrials
-6.97K
- 9.38%
$102.34 - $142.19 $713K - $991K
67.3K $8.87M
MDT
Medtronic PLC

Healthcare
-10.2K
- 14.75%
$80.68 - $88.86 $824K - $908K
59K $5.15M
TYL
Tyler Technologies Inc

Technology
-2.07K
- 9.5%
$521.68 - $592.84 $1.08M - $1.23M
19.7K $11.7M
WST
West Pharmaceutical Services Inc

Healthcare
-3.61K
- 10.92%
$190.39 - $227.7 $687K - $822K
29.5K $6.45M
NVO
Novo Nordisk A S

Healthcare
-13.2K
- 14.72%
$58.08 - $81.05 $768K - $1.07M
76.6K $5.29M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.43K
- 14.77%
$456.74 - $568.03 $2.02M - $2.52M
25.6K $14.5M
STAG
Stag Industrial, Inc.

Real Estate
-25.7K
- 9.53%
$30.08 - $37.02 $773K - $952K
244K $8.85M
RTO
Rentokil Initial PLC

Industrials
-53.8K
- 14.12%
$19.89 - $24.42 $1.07M - $1.31M
327K $7.85M
TSCO
Tractor Supply CO

Consumer Cyclical
-10.4K
- 9.42%
$47.86 - $55.77 $500K - $582K
100K $5.3M
WEC
Wec Energy Group, Inc.

Utilities
-5.79K
- 23.58%
$102.24 - $109.76 $591K - $635K
18.8K $1.95M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-11.3K
- 18.58%
$49.57 - $50.27 $562K - $570K
49.7K $2.5M
COST
Costco Wholesale Corp

Consumer Defensive
-874
- 12.02%
$908.13 - $1056.85 $794K - $924K
6.4K $6.33M
Activity Summary
Buys All Purchases 28 New Holdings 13 Increased Positions 15 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Motley Fool Wealth Management, LLC Portfolio

Follow Motley Fool Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Motley Fool Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Motley Fool Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email