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
CME
Cme Group Inc.

Financial Services
-2.5K
- 13.37%
$252.37 - $290.71 $630K - $726K
16.2K $4.46M
VEA
Vanguard Ftse Developed Market

ETFs
-17.7K
- 20.32%
$45.65 - $57.01 $808K - $1.01M
69.4K $3.96M
PG
Procter & Gamble CO

Consumer Defensive
-1.79K
- 12.48%
$157.66 - $172.39 $282K - $308K
12.5K $2M
VO
Vanguard Mid Cap ETF

ETFs
-2.62K
- 16.91%
$228.54 - $279.83 $599K - $733K
12.9K $3.6M
MORN
Morningstar, Inc.

Financial Services
-2.08K
- 9.56%
$255.31 - $313.93 $532K - $654K
19.7K $6.18M
SBAC
Sba Communications Corp

Real Estate
-4.23K
- 9.49%
$208.57 - $243.4 $882K - $1.03M
40.3K $9.46M
ADC
Agree Realty Corp

Real Estate
-2.86K
- 12.34%
$70.68 - $79.12 $202K - $226K
20.3K $1.49M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-9.75K
- 18.85%
$39.89 - $49.46 $389K - $482K
42K $2.08M
JNJ
Johnson & Johnson

Healthcare
-951
- 12.45%
$146.36 - $159.82 $139K - $152K
6.69K $1.02M
TXN
Texas Instruments Inc

Technology
-1.12K
- 12.59%
N/A
7.79K $1.52M
BALL
Ball Corp

Consumer Cyclical
-11.6K
- 9.69%
$44.94 - $56.99 $522K - $662K
108K $6.07M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.6K
- 13.96%
$79.79 - $91.42 $128K - $147K
9.88K $880K
CSL
Carlisle Companies Inc

Industrials
-1.9K
- 11.25%
$317.1 - $408.5 $603K - $777K
15K $5.6M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-7.34K
- 14.86%
$58.52 - $71.7 $430K - $526K
42.1K $2.89M
WMT
Walmart Inc.

Consumer Defensive
-4.04K
- 13.94%
$81.79 - $99.98 $331K - $404K
24.9K $2.44M
HDB
Hdfc Bank LTD

Financial Services
-14.8K
- 14.63%
$63.78 - $77.48 $946K - $1.15M
86.6K $6.64M
VB
Vanguard Small Cap ETF

ETFs
-674
- 10.4%
$193.73 - $237.37 $131K - $160K
5.81K $1.38M
BSCW
Invesco Exg Tr Slf Indx Fd Tr
-152K
- 9.68%
N/A
1.42M $0
Banco Latinoamericano F
-3.32K
- 7.96%
N/A
38.4K $0
Atlassian Corporation
-4.25K
- 13.99%
N/A
26.1K $0
Brookfield Asset Managmt LTD Cl A Lmt Vtg
-51.6K
- 19.75%
N/A
210K $0
Doubleline ETF Trust Mortgage
-25.9K
- 9.73%
N/A
241K $0
Qxo Inc
-47.6K
- 9.52%
N/A
452K $0
CRH.L
Crh PLC

Basic Materials
-1.89K
- 12.47%
N/A
13.3K $0
Kenvue Inc
-7.23K
- 12.55%
N/A
50.4K $0
Howard Hughes Holdings Inc
-18K
- 10.42%
N/A
155K $0
Doubleline Trust Commercial Real
-24.4K
- 9.74%
N/A
227K $0
GOOG
Alphabet Inc.

Communication Services
-41K
- 11.79%
$146.58 - $180.01 $6.02M - $7.39M
307K $54.5M
QTWO
Q2 Holdings, Inc.

Technology
-11.7K
- 9.56%
$68.72 - $95.27 $805K - $1.12M
111K $10.4M
HQY
Healthequity, Inc.

Healthcare
-11.9K
- 9.49%
$76.77 - $113.06 $914K - $1.35M
114K $11.9M
GXO
Gxo Logistics, Inc.

Industrials
-16.3K
- 9.63%
$31.53 - $49.1 $512K - $798K
153K $7.43M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-5.39K
- 14.93%
$141.37 - $228.57 $762K - $1.23M
30.7K $6.96M
AMZN
Amazon Com Inc

Consumer Cyclical
-49K
- 11.95%
$167.32 - $223.3 $8.2M - $10.9M
361K $79.2M
GWRE
Guidewire Software, Inc.

Technology
-4.92K
- 9.53%
$172.73 - $257.37 $850K - $1.27M
46.7K $11M
SNEX
Stone X Group Inc.

Financial Services
-21.8K
- 9.59%
$69.59 - $94.15 $1.52M - $2.05M
206K $18.7M
PANW
Palo Alto Networks Inc

Technology
-23.4K
- 12.37%
$152.44 - $204.64 $3.57M - $4.79M
166K $33.9M
MSFT
Microsoft Corp

Technology
-5.82K
- 13.73%
$354.56 - $497.45 $2.06M - $2.9M
36.6K $18.2M
TOST
Toast, Inc.

Technology
-41.4K
- 9.6%
$30.03 - $45.23 $1.24M - $1.87M
390K $17.3M
DDOG
Datadog, Inc.

Technology
-16.3K
- 10.79%
$87.0 - $134.33 $1.42M - $2.19M
135K $18.1M
FN
Fabrinet

Technology
-4.56K
- 9.48%
$171.03 - $298.93 $780K - $1.36M
43.5K $12.8M
DXCM
Dexcom Inc

Healthcare
-3.04K
- 1.21%
$59.83 - $87.57 $182K - $266K
248K $21.7M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1.54K
- 12.2%
$4164.15 - $5789.24 $6.4M - $8.9M
11.1K $64.1M
AXON
Axon Enterprise, Inc.

Industrials
-4.04K
- 10.64%
$497.13 - $827.94 $2.01M - $3.35M
34K $28.1M
MELI
Mercadolibre Inc

Consumer Cyclical
-2.9K
- 11.71%
$1794.73 - $2613.63 $5.2M - $7.57M
21.8K $57.1M
META
Meta Platforms, Inc.

Communication Services
-12.4K
- 9.68%
$484.66 - $738.09 $6.03M - $9.18M
116K $85.6M
NFLX
Netflix Inc

Communication Services
-6K
- 11.86%
$855.86 - $1339.13 $5.13M - $8.03M
44.6K $59.7M
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
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