Motley Fool Wealth Management, LLC Top Holdings and 13F Report (2025)

About Motley Fool Wealth Management, LLC

Investment Activity

Motley Fool Wealth Management, LLC has $1.66 billion in total holdings as of June 30, 2025.
Motley Fool Wealth Management, LLC owns shares of 127 different stocks, but just 59 companies or ETFs make up 80% of its holdings.
Approximately 7.49% of the portfolio was purchased this quarter.
About 17.65% of the portfolio was sold this quarter.
This quarter, Motley Fool Wealth Management, LLC has purchased 125 new stocks and bought additional shares in 15 stocks.
Motley Fool Wealth Management, LLC sold shares of 97 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Meta Platforms: $85,649,245
Amazon.com: $79,198,681
Booking: $64,073,816
Netflix: $59,688,682
MercadoLibre: $57,087,061

Largest New Holdings this Quarter

464289511 - iShares 10+ Year Investment Grade Corporate Bond ETF: $12,816,685 Holding
46139W825 - INVESCO EXCHNG TRAD SLF INDE INVESCO: $12,655,318 Holding
78470P820 - SSGA ACTIVE TR SPDR SSGA: $7,440,780 Holding
428291108 - Hexcel: $7,256,207 Holding
82982L103 - SiteOne Landscape Supply: $6,773,127 Holding

Largest Purchases this Quarter

iShares 10+ Year Investment Grade Corporate Bond ETF: 255,261 shares (about $12.82M)
INVESCO EXCHNG TRAD SLF INDE INVESCO: 596,948 shares (about $12.66M)
NextEra Energy: 171,485 shares (about $11.90M)
Vertex Pharmaceuticals: 20,864 shares (about $9.29M)
SSGA ACTIVE TR SPDR SSGA: 296,563 shares (about $7.44M)

Largest Sales this Quarter

Invesco BulletShares 2025 Corporate Bond ETF: 821,198 shares (about $16.98M)
Amazon.com: 48,981 shares (about $10.75M)
Meta Platforms: 12,437 shares (about $9.18M)
Booking: 1,538 shares (about $8.90M)
Netflix: 5,998 shares (about $8.03M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
META Meta Platforms	$85,649,245	$9,179,684 ▼	-9.7%	116,041	5.2%	Computer and Technology
AMZN Amazon.com	$79,198,681	$10,745,970 ▼	-11.9%	360,994	4.8%	Retail/Wholesale
BKNG Booking	$64,073,816	$8,904,448 ▼	-12.2%	11,067	3.9%	Retail/Wholesale
NFLX Netflix	$59,688,682	$8,032,234 ▼	-11.9%	44,572	3.6%	Consumer Discretionary
MELI MercadoLibre	$57,087,061	$7,571,707 ▼	-11.7%	21,842	3.4%	Retail/Wholesale
GOOG Alphabet	$54,469,813	$7,281,540 ▼	-11.8%	307,061	3.3%	Computer and Technology
MA Mastercard	$40,160,143	$5,453,139 ▼	-12.0%	71,466	2.4%	Business Services
CRM Salesforce	$37,885,087	$5,094,703 ▼	-11.9%	138,930	2.3%	Computer and Technology
PANW Palo Alto Networks	$33,926,052	$4,791,238 ▼	-12.4%	165,784	2.0%	Computer and Technology
BSCU Invesco BulletShares 2030 Corporate Bond ETF	$29,406,735	$3,146,385 ▼	-9.7%	1,752,487	1.8%	Manufacturing
BSCW Invesco BulletShares 2032 Corporate Bond ETF	$29,175,348	$3,125,885 ▼	-9.7%	1,416,279	1.8%	ETF
AXON Axon Enterprise	$28,110,580	$3,345,749 ▼	-10.6%	33,952	1.7%	Aerospace
EQIX Equinix	$27,517,373	$3,894,688 ▼	-12.4%	34,592	1.7%	Finance
BMRN BioMarin Pharmaceutical	$26,162,940	$6,979,547 ▲	36.4%	475,949	1.6%	Medical
BSCP Invesco BulletShares 2025 Corporate Bond ETF	$25,483,463	$16,982,385 ▼	-40.0%	1,232,275	1.5%	ETF
BRO Brown & Brown	$25,157,964	$2,941,395 ▼	-10.5%	226,913	1.5%	Finance
BSCS Invesco BulletShares 2028 Corporate Bond ETF	$25,022,261	$7,973,709 ▼	-24.2%	1,221,193	1.5%	ETF
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$24,944,972	$2,666,872 ▼	-9.7%	578,233	1.5%	ETF
VRTX Vertex Pharmaceuticals	$24,002,176	$9,288,695 ▲	63.1%	53,913	1.4%	Medical
CSGP CoStar Group	$23,412,122	$3,166,158 ▼	-11.9%	291,195	1.4%	Computer and Technology
DXCM DexCom	$21,670,066	$265,188 ▼	-1.2%	248,253	1.3%	Medical
BR Broadridge Financial Solutions	$21,412,956	$2,473,567 ▼	-10.4%	88,108	1.3%	Computer and Technology
NEE NextEra Energy	$20,701,009	$11,904,508 ▲	135.3%	298,199	1.2%	Utilities
SNEX StoneX Group	$18,748,974	$1,988,403 ▼	-9.6%	205,716	1.1%	Finance
MSFT Microsoft	$18,205,000	$2,896,465 ▼	-13.7%	36,599	1.1%	Computer and Technology
DDOG Datadog	$18,071,674	$2,185,027 ▼	-10.8%	134,531	1.1%	Computer and Technology
BSCV Invesco BulletShares 2031 Corporate Bond ETF	$18,062,283	$1,947,647 ▼	-9.7%	1,092,697	1.1%	ETF
BRK.B Berkshire Hathaway	$17,836,549	$2,870,422 ▼	-13.9%	36,718	1.1%	Finance
TOST Toast	$17,287,787	$1,835,336 ▼	-9.6%	390,331	1.0%	Computer and Technology
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$17,156,007	$1,824,641 ▼	-9.6%	735,362	1.0%	ETF
ADSK Autodesk	$15,738,767	$1,998,922 ▼	-11.3%	50,840	0.9%	Computer and Technology
VOO Vanguard S&P 500 ETF	$14,521,071	$2,516,463 ▼	-14.8%	25,563	0.9%	ETF
DFJ WisdomTree Japan SmallCap Dividend Fund	$14,219,255	$2,465,239 ▼	-14.8%	165,931	0.9%	Finance
DHR Danaher	$14,000,950	$1,981,341 ▼	-12.4%	70,876	0.8%	Medical
MKL Markel Group	$13,685,786	$2,257,326 ▼	-14.2%	6,851	0.8%	Multi-Sector Conglomerates
FN Fabrinet	$12,831,323	$1,343,748 ▼	-9.5%	43,543	0.8%	Computer and Technology
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF	$12,816,685	$12,816,685 ▲	New Holding	255,261	0.8%	ETF
INVESCO EXCHNG TRAD SLF INDE INVESCO	$12,655,318	$12,655,318 ▲	New Holding	596,948	0.8%	Bond ETFs
AMT American Tower	$12,502,415	$2,027,670 ▼	-14.0%	56,566	0.8%	Finance
IBDW iShares iBonds Dec 2031 Term Corporate ETF	$12,301,442	$1,303,450 ▼	-9.6%	584,669	0.7%	ETF
ATEC Alphatec	$12,017,644	$2,089,010 ▲	21.0%	1,082,670	0.7%	Medical
BSCT Invesco BulletShares 2029 Corporate Bond ETF	$11,965,375	$1,283,494 ▼	-9.7%	639,859	0.7%	ETF
HQY HealthEquity	$11,896,053	$1,247,904 ▼	-9.5%	113,555	0.7%	Medical
DMBS DoubleLine Mortgage ETF	$11,805,561	$1,273,024 ▼	-9.7%	240,586	0.7%	ETF
DCMB Doubleline Commercial Real Estate ETF	$11,790,238	$1,271,719 ▼	-9.7%	226,595	0.7%	ETF
TYL Tyler Technologies	$11,690,876	$1,227,779 ▼	-9.5%	19,720	0.7%	Computer and Technology
BAM Brookfield Asset Management	$11,596,702	$2,854,122 ▼	-19.8%	209,780	0.7%	Finance
GWRE Guidewire Software	$11,004,141	$1,159,136 ▼	-9.5%	46,736	0.7%	Computer and Technology
WAT Waters	$10,937,995	$1,268,077 ▼	-10.4%	31,337	0.7%	Medical
LOB Live Oak Bancshares	$10,924,917	$3,061,920 ▲	38.9%	366,608	0.7%	Finance
HOWARD HUGHES HOLDINGS INC	$10,434,559	$1,213,920 ▼	-10.4%	154,586	0.6%	Ordinary Shares
QTWO Q2	$10,377,725	$1,096,417 ▼	-9.6%	110,884	0.6%	Computer and Technology
BRBR BellRing Brands	$10,295,467	$1,477,393 ▲	16.8%	177,722	0.6%	Consumer Staples
WSO Watsco	$10,206,801	$1,187,577 ▼	-10.4%	23,111	0.6%	Construction
IEUR iShares Core MSCI Europe ETF	$10,078,578	$4,058,600 ▼	-28.7%	152,244	0.6%	ETF
GSHD Goosehead Insurance	$10,021,870	$1,047,293 ▼	-9.5%	94,985	0.6%	Finance
RARE Ultragenyx Pharmaceutical	$10,002,001	$4,562,680 ▲	83.9%	275,082	0.6%	Medical
QXO INC	$9,740,240	$1,024,960 ▼	-9.5%	452,193	0.6%	Ordinary Shares
TMO Thermo Fisher Scientific	$9,696,292	$1,198,149 ▼	-11.0%	23,914	0.6%	Medical
ICLR Icon	$9,673,544	$1,131,322 ▲	13.2%	66,507	0.6%	Medical
PAYX Paychex	$9,520,633	$1,508,877 ▼	-13.7%	65,451	0.6%	Computer and Technology
SBAC SBA Communications	$9,465,218	$992,927 ▼	-9.5%	40,304	0.6%	Finance
AON AON	$9,450,877	$1,581,925 ▼	-14.3%	26,490	0.6%	Finance
CROX Crocs	$9,369,319	$959,021 ▼	-9.3%	92,509	0.6%	Consumer Discretionary
FAST Fastenal	$9,309,388	$3,894,284 ▲	71.9%	221,652	0.6%	Retail/Wholesale
HRI Herc	$8,866,108	$917,492 ▼	-9.4%	67,325	0.5%	Transportation
STAG Stag Industrial	$8,848,913	$932,545 ▼	-9.5%	243,905	0.5%	Finance
ALRM Alarm.com	$8,727,523	$4,121,528 ▼	-32.1%	154,278	0.5%	Industrials
EMN Eastman Chemical	$8,527,731	$2,533,980 ▲	42.3%	114,220	0.5%	Basic Materials
WCN Waste Connections	$8,233,327	$1,414,794 ▼	-14.7%	44,094	0.5%	Business Services
NVDA NVIDIA	$8,063,717	$5,555,289 ▲	221.5%	51,039	0.5%	Computer and Technology
RTO Rentokil Initial	$7,854,659	$1,291,946 ▼	-14.1%	327,277	0.5%	Business Services
CNI Canadian National Railway	$7,753,846	$1,149,963 ▲	17.4%	74,527	0.5%	Transportation
SSGA ACTIVE TR SPDR SSGA	$7,440,780	$7,440,780 ▲	New Holding	296,563	0.4%	Bond ETFs
GXO GXO Logistics	$7,428,202	$791,574 ▼	-9.6%	152,529	0.4%	Transportation
RXO RXO	$7,299,547	$849,542 ▼	-10.4%	464,347	0.4%	Transportation
HXL Hexcel	$7,256,207	$7,256,207 ▲	New Holding	128,451	0.4%	Aerospace
CMCSA Comcast	$7,224,086	$1,369,104 ▼	-15.9%	202,412	0.4%	Consumer Discretionary
TSM Taiwan Semiconductor Manufacturing	$6,958,325	$1,221,251 ▼	-14.9%	30,722	0.4%	Computer and Technology
SITE SiteOne Landscape Supply	$6,773,127	$6,773,127 ▲	New Holding	56,004	0.4%	Industrials
OKTA Okta	$6,642,254	$737,384 ▼	-10.0%	66,442	0.4%	Computer and Technology
HDB HDFC Bank	$6,640,638	$1,137,786 ▼	-14.6%	86,613	0.4%	Finance
WST West Pharmaceutical Services	$6,447,556	$790,108 ▼	-10.9%	29,467	0.4%	Medical
COST Costco Wholesale	$6,333,228	$865,287 ▼	-12.0%	6,397	0.4%	Retail/Wholesale
MORN Morningstar	$6,184,857	$653,615 ▼	-9.6%	19,701	0.4%	Business Services
CLBT Cellebrite DI	$6,116,788	$6,116,788 ▲	New Holding	382,299	0.4%	Computer and Technology
BALL Ball	$6,071,541	$651,768 ▼	-9.7%	108,246	0.4%	Industrials
YUMC Yum China	$5,871,234	$999,724 ▼	-14.5%	131,317	0.4%	Retail/Wholesale
CSL Carlisle Companies	$5,604,361	$710,207 ▼	-11.2%	15,009	0.3%	Multi-Sector Conglomerates
TSLA Tesla	$5,534,590	$4,395,144 ▲	385.7%	17,423	0.3%	Auto/Tires/Trucks
UPS United Parcel Service	$5,444,752	$984,073 ▼	-15.3%	53,940	0.3%	Transportation
TEAM Atlassian	$5,303,015	$862,545 ▼	-14.0%	26,111	0.3%	Computer and Technology
TSCO Tractor Supply	$5,297,972	$550,979 ▼	-9.4%	100,396	0.3%	Retail/Wholesale
NVO Novo Nordisk A/S	$5,288,251	$912,458 ▼	-14.7%	76,618	0.3%	Medical
UFPT UFP Technologies	$5,194,130	$5,194,130 ▲	New Holding	21,273	0.3%	Industrials
FSV FirstService	$5,163,656	$5,163,656 ▲	New Holding	29,570	0.3%	Finance
MDT Medtronic	$5,145,808	$890,280 ▼	-14.7%	59,031	0.3%	Medical
BND Vanguard Total Bond Market ETF	$4,950,823	$3,905,126 ▼	-44.1%	67,239	0.3%	ETF
CME CME Group	$4,459,282	$687,952 ▼	-13.4%	16,179	0.3%	Finance
VEA Vanguard FTSE Developed Markets ETF	$3,958,191	$1,009,259 ▼	-20.3%	69,429	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Motley Fool Wealth Management, LLC Top Holdings and 13F Report (2025)

About Motley Fool Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

About MarketBeat

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Motley Fool Wealth Management, LLC Top Holdings and 13F Report (2025)

About Motley Fool Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMotley Fool Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools