Motley Fool Wealth Management, LLC Portfolio Holdings by Sector

Motley Fool Wealth Management, LLC

$1.87 Billion
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BSCP BSCQ SHYG BSCU BSCS DFJ VOO IBDP 18 stocks	$294,296 16.04% of portfolio	3	15	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$167,482 9.13% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$162,739 8.87% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM DDOG ADSK ALRM TYL QTWO GWRE DV 8 stocks	$143,914 7.84% of portfolio	1	7	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PANW MSFT TOST CRWD OKTA 5 stocks	$93,962 5.12% of portfolio	1	4	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare BMRN VRTX NVO MRNA RARE 5 stocks	$83,426 4.55% of portfolio	-	5	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR TMO ICLR WAT 4 stocks	$80,014 4.36% of portfolio	-	4	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX AMT SBAC 3 stocks	$78,369 4.27% of portfolio	-	3	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$63,720 3.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare DXCM GMED NARI MDT 4 stocks	$50,682 2.76% of portfolio	1	3	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$47,512 2.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services BRO AON 2 stocks	$43,552 2.37% of portfolio	-	2	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$43,232 2.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B GSHD 2 stocks	$39,808 2.17% of portfolio	-	2	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON 1 stocks	$31,862 1.74% of portfolio	-	1	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$29,757 1.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WSO FAST 2 stocks	$26,233 1.43% of portfolio	-	2	-	-	0 Calls 0 Puts
Information Technology Services \| Technology BR 1 stocks	$24,666 1.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MSCI MORN CME 3 stocks	$21,472 1.17% of portfolio	-	3	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials GXO UPS 2 stocks	$19,609 1.07% of portfolio	-	2	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX YUMC 2 stocks	$17,561 0.96% of portfolio	-	2	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HDB LOB USB 3 stocks	$16,690 0.91% of portfolio	-	3	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA 1 stocks	$14,996 0.82% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE WEC 2 stocks	$14,939 0.81% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services MKL 1 stocks	$14,182 0.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SNEX 1 stocks	$13,971 0.76% of portfolio	-	1	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials HRI 1 stocks	$13,214 0.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM TXN NVDA 3 stocks	$12,033 0.66% of portfolio	1	2	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate STAG 1 stocks	$11,844 0.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials RTO 1 stocks	$11,825 0.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials PAYX 1 stocks	$11,622 0.63% of portfolio	-	1	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare HQY 1 stocks	$11,553 0.63% of portfolio	-	1	-	-	0 Calls 0 Puts
Waste Management \| Industrials WCN 1 stocks	$11,552 0.63% of portfolio	-	1	-	-	0 Calls 0 Puts
Consulting Services \| Industrials TRU 1 stocks	$10,752 0.59% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$10,528 0.57% of portfolio	-	2	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive BRBR 1 stocks	$10,264 0.56% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials EMN 1 stocks	$10,124 0.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials CNI 1 stocks	$9,283 0.51% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical GNTX 1 stocks	$9,168 0.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical CROX 1 stocks	$9,097 0.5% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TREX 1 stocks	$8,797 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Office \| Real Estate ARE 1 stocks	$8,489 0.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical TSCO 1 stocks	$7,253 0.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive BUD 1 stocks	$4,053 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SLB 1 stocks	$3,708 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$3,087 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate ADC 1 stocks	$2,547 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,075 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$1,607 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$1,514 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$497 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$0 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts

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Motley Fool Wealth Management, LLC Portfolio Holdings by Sector

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