MF

Motley Fool Wealth Management, LLC

13F
Motley Fool Wealth Management, LLC
Last update 2024-08-08 123 Stocks (6 new)
Value $1.96 Bil Turnover 9 %
Countries:
Top Holdings: AMZN(5.82%)META(4.39%)GOOG(4.13%)PANW(3.81%)BKNG(3.18%)
Portfolio Report
Summary Stock Picks Current Portfolio
Motley Fool Wealth Management,... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AMZN 		Amazon.com Inc
587,950
114261.450
-2.39%
5.820
-0.14%
0.010
+23.90%
+31.30%
2097744.696
Retail - Cyclical
META 		Meta Platforms Inc
169,179
86125.210
-5.22%
4.390
-0.24%
0.010
+20.44%
+62.21%
1445092.971
Interactive Media
GOOG 		Alphabet Inc
437,957
80930.400
-2.03%
4.130
-0.07%
0.000
+6.84%
+21.93%
2087029.120
Interactive Media
PANW 		Palo Alto Networks Inc
221,302
74768.020
-2.46%
3.810
-0.08%
0.070
+24.51%
+24.22%
119868.680
Software
BKNG 		Booking Holdings Inc
15,742
62483.100
-1.89%
3.180
-0.06%
0.050
+45.60%
+39.56%
162669.682
Travel & Leisure
MELI 		MercadoLibre Inc
32,815
54221.930
-3.64%
2.760
-0.10%
0.060
+17.68%
+32.99%
105958.152
Retail - Cyclical
BSCP 		Invesco BulletShares 2025 Corporate Bond ETF
2,580,923
52798.000
+1.91%
2.690
+0.05%
-
+0.39%
+0.98%
4014.360
 
CRM 		Salesforce Inc
200,841
51462.980
-2.50%
2.620
-0.08%
0.020
+24.66%
+13.56%
284400.440
Software
BSCQ 		Invesco BulletShares 2026 Corporate Bond ETF
2,322,257
44554.100
+51.81%
2.270
+0.77%
-
0%
+0.73%
3965.760
 
MA 		Mastercard Inc
100,239
44270.130
-1.66%
2.260
-0.04%
0.010
+14.53%
+19.22%
464018.655
Credit Services

Motley Fool Wealth Management, LLC's Historical Top Holdings Breakdowns

Motley Fool Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BSCO 		Invesco BulletShares 2024 Corporate Bond ETF2024-06-30Sold Out
-2.03%
●
20.97 ($21.03) 21.11
$21.14
0.52%
Sold Out
0
-1,848,215
BN 		Brookfield Corp2024-06-30Sold Out
-0.89%
●
38.58 ($41.78) 44.85
$55.75
33.44%
Sold Out
0
-405,665
BSCQ 		Invesco BulletShares 2026 Corporate Bond ETF2024-06-30Add
+0.77%
●
19.08 ($19.17) 19.25
$19.44
1.41%
Add 51.81%
2,322,257
792,548
DCMB 		DCMB2024-06-30Add
+0.67%
●
50.92 ($51.15) 51.4
$51.38
0.45%
Add 849.51%
287,653
257,358
DMBS 		DoubleLine Mortgage ETF2024-06-30Add
+0.67%
●
47.15 ($47.9) 48.7
$48.70
1.68%
Add 857.51%
305,148
273,279
DXCM 		DexCom Inc2024-06-30New Buy
+0.66%
●
110.31 ($126.43) 140.45
$69.00
-45.42%
New holding
115,081
115,081
ICLR 		Icon PLC2024-06-30Reduce
-0.64%
●
288.23 ($313.39) 331.73
$226.42
-27.75%
Reduce -34.83%
68,515
-36,614
AON 		Aon PLC2024-06-30New Buy
+0.63%
●
275.82 ($295.67) 329.64
$368.70
24.70%
New holding
42,385
42,385
JBT 		John Bean Technologies Corp2024-06-30Sold Out
-0.53%
●
88.61 ($94.34) 101.42
$115.67
22.61%
Sold Out
0
-97,334
SBAC 		SBA Communications Corp2024-06-30New Buy
+0.50%
●
186.12 ($197.81) 218.6
$228.36
15.44%
New holding
50,514
50,514

Motley Fool Wealth Management, LLC Total Holding History ($B)

To

Motley Fool Wealth Management, LLC's Asset Allocation

To

Motley Fool Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Motley Fool Wealth Management, LLC's Hypothetical Growth since 2024-06-30

Motley Fool Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Motley Fool Wealth Management, LLC's Holdings Heat Map

Size field:

Motley Fool Wealth Management, LLC's Holdings Bubble Chart

Motley Fool Wealth Management, LLC News

  • 1

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