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
VO
Vanguard Mid Cap ETF

ETFs
-2.86K
- 15.58%
$251.87 - $277.95 $720K - $794K
15.5K $4.01M
NEE
Nextera Energy Inc

Utilities
-10.1K
- 7.41%
$66.96 - $76.16 $679K - $772K
127K $8.98M
COST
Costco Wholesale Corp

Consumer Defensive
-1.12K
- 13.31%
$890.62 - $1076.86 $994K - $1.2M
7.27K $6.88M
BALL
Ball Corp

Consumer Cyclical
-6.16K
- 4.89%
$49.04 - $56.53 $302K - $348K
120K $6.24M
CNI
Canadian National Railway CO

Industrials
-4.04K
- 5.99%
$95.46 - $106.79 $386K - $432K
63.5K $6.19M
HDB
Hdfc Bank LTD

Financial Services
-14.1K
- 12.22%
$58.06 - $66.85 $820K - $944K
101K $6.74M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-31.6K
- 10.26%
$19.43 - $19.62 $614K - $620K
276K $5.41M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-37.4K
- 5.02%
$18.18 - $18.58 $680K - $695K
708K $13.1M
WMT
Walmart Inc.

Consumer Defensive
-3.94K
- 11.96%
$84.5 - $105.05 $333K - $414K
29K $2.54M
NVDA
Nvidia Corp

Technology
-17
- 0.11%
$106.98 - $149.43 $1.82K - $2.54K
15.9K $1.72M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-32.8K
- 4.83%
$20.1 - $20.8 $659K - $682K
647K $13.4M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-20.6K
- 11.8%
$42.3 - $53.69 $870K - $1.1M
154K $8M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-771
- 1.21%
$92.51 - $102.81 $71.3K - $79.3K
62.9K $5.82M
VEA
Vanguard Ftse Developed Market

ETFs
-13.5K
- 13.39%
$47.4 - $52.99 $639K - $714K
87.1K $4.43M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-9.83K
- 15.97%
$42.5 - $46.71 $418K - $459K
51.7K $2.34M
VB
Vanguard Small Cap ETF

ETFs
-965
- 12.96%
$217.89 - $252.64 $210K - $244K
6.48K $1.44M
FAST
Fastenal CO

Industrials
-14.9K
- 10.38%
$71.11 - $79.98 $1.06M - $1.19M
129K $10M
USB
Us Bancorp \De\

Financial Services
-3.71K
- 11.56%
$40.92 - $50.9 $152K - $189K
28.4K $1.2M
TSCO
Tractor Supply CO

Consumer Cyclical
-10.5K
- 8.66%
$51.66 - $57.94 $543K - $609K
111K $6.11M
AON
Aon PLC

Financial Services
-4.33K
- 12.28%
$348.44 - $409.32 $1.51M - $1.77M
30.9K $12.3M
PG
Procter & Gamble CO

Consumer Defensive
-1.84K
- 11.35%
$158.56 - $176.26 $291K - $323K
14.3K $2.44M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-29.3K
- 12.07%
$53.69 - $62.68 $1.57M - $1.84M
214K $12.8M
TXN
Texas Instruments Inc

Technology
-997
- 10.06%
N/A
8.91K $1.73M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.98K
- 14.73%
$85.55 - $94.34 $170K - $187K
11.5K $1.04M
STAG
Stag Industrial, Inc.

Real Estate
-21.4K
- 7.36%
$32.39 - $37.07 $694K - $794K
270K $9.74M
ADC
Agree Realty Corp

Real Estate
-2.81K
- 10.81%
$68.36 - $77.19 $192K - $217K
23.2K $1.79M
MUB
Ishares National Muni Bond ETF

ETFs
-107
- 0.72%
$104.71 - $107.69 $11.2K - $11.5K
14.7K $1.55M
WCN
Waste Connections, Inc.

Industrials
-7.18K
- 12.2%
$169.89 - $195.19 $1.22M - $1.4M
51.7K $10.1M
Kenvue Inc
-6.63K
- 10.32%
N/A
57.6K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
-111K
- 6.62%
N/A
1.57M $0
Atlassian Corp Class A
-6.23K
- 17.03%
N/A
30.4K $0
Howard Hughes Hldgs Inc
-8.25K
- 4.56%
N/A
173K $0
Cooper Cos Inc
-8.2K
- 7.84%
N/A
96.4K $0
CRH.L
Crh PLC

Basic Materials
-1.95K
- 11.38%
N/A
15.2K $0
Qxo Inc Class Equity
-33K
- 6.19%
N/A
500K $0
Banco Latinoamericano F
-1.59K
- 3.68%
N/A
41.7K $0
Doubleline Commercial Rlest ETF
-21K
- 7.72%
N/A
251K $0
Doubleline Mortgage ETF
-22.3K
- 7.72%
N/A
267K $0
Brookfield Asset Mgmt Fclass A
-35.8K
- 12.04%
N/A
261K $0
SLB
Schlumberger Limited

Energy
-6.16K
- 7.96%
$38.4 - $43.74 $236K - $269K
71.2K $2.98M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.55K
- 2.47%
$48.43 - $49.9 $75K - $77.3K
61.1K $3.05M
PAYX
Paychex Inc

Industrials
-7.36K
- 8.85%
$136.06 - $154.52 $1M - $1.14M
75.8K $11.7M
KO
Coca Cola CO

Consumer Defensive
-2K
- 9.84%
$60.81 - $72.32 $122K - $145K
18.3K $1.31M
MDT
Medtronic PLC

Healthcare
-7.57K
- 9.85%
$79.84 - $94.5 $604K - $715K
69.2K $6.22M
GSHD
Goosehead Insurance, Inc.

Financial Services
-9.79K
- 8.53%
$98.59 - $123.84 $965K - $1.21M
105K $12.4M
CME
Cme Group Inc.

Financial Services
-2.24K
- 10.69%
$225.82 - $266.54 $505K - $596K
18.7K $4.95M
JNJ
Johnson & Johnson

Healthcare
-394
- 4.9%
$142.06 - $167.7 $56K - $66.1K
7.64K $1.27M
WEC
Wec Energy Group, Inc.

Utilities
-2.68K
- 9.85%
$92.12 - $108.98 $247K - $292K
24.5K $2.67M
SBAC
Sba Communications Corp

Real Estate
-2.94K
- 6.19%
$192.76 - $224.91 $566K - $661K
44.5K $9.8M
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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