Motley Fool Wealth Management, LLC Top Holdings and 13F Report (2025) About Motley Fool Wealth Management, LLCInvestment ActivityMotley Fool Wealth Management, LLC has $1.69 billion in total holdings as of March 31, 2025.Motley Fool Wealth Management, LLC owns shares of 125 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 5.26% of the portfolio was purchased this quarter.About 16.33% of the portfolio was sold this quarter.This quarter, Motley Fool Wealth Management, LLC has purchased 133 new stocks and bought additional shares in 9 stocks.Motley Fool Wealth Management, LLC sold shares of 110 stocks and completely divested from 12 stocks this quarter.Largest Holdings Amazon.com $78,001,915Meta Platforms $74,049,562Booking $58,074,238Alphabet $54,385,129MercadoLibre $48,264,115 Largest New Holdings this Quarter 46436E205 - iShares iBonds Dec 2029 Term Corporate ETF $18,817,924 HoldingG3323L100 - Fabrinet $9,500,885 Holding02081G201 - Alphatec $9,069,942 Holding955306105 - West Pharmaceutical Services $7,405,700 Holding Largest Purchases this Quarter iShares iBonds Dec 2029 Term Corporate ETF 813,572 shares (about $18.82M)Invesco BulletShares 2028 Corporate Bond ETF 893,519 shares (about $18.18M)iShares 0-5 Year High Yield Corporate Bond ETF 290,455 shares (about $12.35M)Fabrinet 48,103 shares (about $9.50M)Alphatec 894,471 shares (about $9.07M) Largest Sales this Quarter Invesco BulletShares 2026 Corporate Bond ETF 943,693 shares (about $18.38M)Vanguard S&P 500 ETF 25,432 shares (about $13.07M)Amazon.com 58,815 shares (about $11.19M)Invesco BulletShares 2025 Corporate Bond ETF 536,710 shares (about $11.10M)Meta Platforms 18,119 shares (about $10.44M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMotley Fool Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$78,001,915$11,190,152 ▼-12.5%409,9754.6%Retail/WholesaleMETAMeta Platforms$74,049,562$10,443,064 ▼-12.4%128,4784.4%Computer and TechnologyBKNGBooking$58,074,238$7,919,843 ▼-12.0%12,6053.4%Retail/WholesaleGOOGAlphabet$54,385,129$7,450,148 ▼-12.0%348,1093.2%Computer and TechnologyMELIMercadoLibre$48,264,115$6,859,478 ▼-12.4%24,7392.9%Retail/WholesaleNFLXNetflix$47,158,513$6,547,359 ▼-12.2%50,5702.8%Consumer DiscretionaryMAMastercard$44,491,240$5,950,436 ▼-11.8%81,1702.6%Business ServicesBSCPInvesco BulletShares 2025 Corporate Bond ETF$42,465,823$11,099,163 ▼-20.7%2,053,4732.5%ETFCRMSalesforce$42,297,152$6,031,678 ▼-12.5%157,6132.5%Computer and TechnologyBSCSInvesco BulletShares 2028 Corporate Bond ETF$32,770,507$18,183,115 ▲124.6%1,610,3441.9%ETFPANWPalo Alto Networks$32,284,698$5,163,927 ▼-13.8%189,1971.9%Computer and TechnologyEQIXEquinix$32,196,920$4,502,416 ▼-12.3%39,4881.9%FinanceBSCUInvesco BulletShares 2030 Corporate Bond ETF$32,184,531$2,278,853 ▼-6.6%1,939,9951.9%ManufacturingBSCWInvesco BulletShares 2032 Corporate Bond ETF$31,940,598$2,264,819 ▼-6.6%1,568,0211.9%ETFBROBrown & Brown$31,528,403$3,005,762 ▼-8.7%253,4431.9%FinanceSHYGiShares 0-5 Year High Yield Corporate Bond ETF$27,215,045$12,350,162 ▲83.1%640,0521.6%ETFCSGPCoStar Group$26,191,498$2,286,898 ▼-8.0%330,5751.5%Computer and TechnologyBMRNBioMarin Pharmaceutical$24,669,368$88,433 ▲0.4%348,9791.5%MedicalBRBroadridge Financial Solutions$23,830,586$2,752,910 ▼-10.4%98,2861.4%Business ServicesBRK.BBerkshire Hathaway$22,702,747$2,584,130 ▼-10.2%42,6271.3%FinanceAXONAxon Enterprise$19,982,764$5,150,717 ▼-20.5%37,9931.2%AerospaceBSCVInvesco BulletShares 2031 Corporate Bond ETF$19,743,618$1,604,937 ▼-7.5%1,210,5221.2%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$18,817,924$18,817,924 ▲New Holding813,5721.1%ETFSNEXStoneX Group$17,379,046$4,750,551 ▲37.6%227,5331.0%FinanceDXCMDexCom$17,160,725$622,602 ▼-3.5%251,2911.0%MedicalMUMicron Technology$16,681,426$299,163 ▼-1.8%191,9831.0%Computer and TechnologyDHRDanaher$16,586,003$1,525,840 ▼-8.4%80,9061.0%MedicalVRTXVertex Pharmaceuticals$16,022,926$1,654,217 ▼-9.4%33,0490.9%MedicalMSFTMicrosoft$15,924,993$1,861,958 ▼-10.5%42,4220.9%Computer and TechnologyDFJWisdomTree Japan SmallCap Dividend Fund$15,433,795$2,063,954 ▼-11.8%194,6990.9%FinanceVOOVanguard S&P 500 ETF$15,414,179$13,070,163 ▼-45.9%29,9930.9%ETFADSKAutodesk$15,000,527$2,058,557 ▼-12.1%57,2970.9%Computer and TechnologyDDOGDatadog$14,960,574$2,148,195 ▼-12.6%150,7970.9%Computer and TechnologyMKLMarkel Group$14,922,967$1,684,700 ▼-10.1%7,9810.9%Multi-Sector ConglomeratesTOSTToast$14,321,831$1,200,125 ▼-7.7%431,7700.8%Computer and TechnologyAMTAmerican Tower$14,305,131$765,523 ▼-5.1%65,7400.8%FinanceIBDWiShares iBonds Dec 2031 Term Corporate ETF$13,417,384$680,663 ▼-4.8%646,6200.8%ETFTMOThermo Fisher Scientific$13,370,312$978,303 ▼-6.8%26,8690.8%MedicalBSCTInvesco BulletShares 2029 Corporate Bond ETF$13,128,425$693,245 ▼-5.0%708,4950.8%ETFWSOWatsco$13,114,422$2,102,374 ▼-13.8%25,8000.8%ConstructionDMBSDoubleLine Mortgage ETF$13,073,253$1,093,227 ▼-7.7%266,5290.8%ETFDCMBDoubleline Commercial Real Estate ETF$13,021,268$1,088,909 ▼-7.7%251,0360.8%ETFWATWaters$12,889,196$1,291,868 ▼-9.1%34,9700.8%MedicalIEURiShares Core MSCI Europe ETF$12,845,186$1,763,001 ▼-12.1%213,5520.8%ETFHOWARD HUGHES HLDGS INC$12,784,054$610,867 ▼-4.6%172,5700.8%Ordinary SharesTYLTyler Technologies$12,669,209$1,150,002 ▼-8.3%21,7910.7%Computer and TechnologyBAMBrookfield Asset Management$12,665,338$1,734,126 ▼-12.0%261,4100.7%FinanceALRMAlarm.com$12,640,118$1,111,948 ▼-8.1%227,1350.7%IndustrialsGSHDGoosehead Insurance$12,385,833$1,155,221 ▼-8.5%104,9110.7%FinanceAONAON$12,341,501$1,727,666 ▼-12.3%30,9240.7%FinancePAYXPaychex$11,698,194$1,135,507 ▼-8.8%75,8240.7%Business ServicesBRBRBellRing Brands$11,334,272$930,158 ▼-7.6%152,2190.7%MedicalHQYHealthEquity$11,087,607$995,231 ▼-8.2%125,4670.7%MedicalCROXCrocs$10,830,092$4,898,382 ▲82.6%101,9780.6%Consumer DiscretionaryICLRICON Public$10,277,103$929,032 ▼-8.3%58,7290.6%MedicalWCNWaste Connections$10,085,812$1,400,899 ▼-12.2%51,6710.6%Business ServicesFASTFastenal$9,998,653$1,158,060 ▼-10.4%128,9310.6%Retail/WholesaleHRIHerc$9,975,298$816,908 ▼-7.6%74,2920.6%TransportationRXORXO$9,901,243$969,460 ▼-8.9%518,3890.6%TransportationQTWOQ2$9,809,175$908,036 ▼-8.5%122,5990.6%Computer and TechnologySBACSBA Communications$9,797,561$646,394 ▼-6.2%44,5320.6%FinanceSTAGSTAG Industrial$9,738,299$773,728 ▼-7.4%269,6090.6%FinanceGWREGuidewire Software$9,679,013$816,156 ▼-7.8%51,6590.6%Computer and TechnologyFNFabrinet$9,500,885$9,500,885 ▲New Holding48,1030.6%Computer and TechnologyATECAlphatec$9,069,942$9,069,942 ▲New Holding894,4710.5%MedicalNEENextEra Energy$8,982,785$718,402 ▼-7.4%126,7140.5%UtilitiesCMCSAComcast$8,884,550$1,347,002 ▼-13.2%240,7730.5%Consumer DiscretionaryBNDVanguard Total Bond Market ETF$8,834,283$1,190,846 ▼-11.9%120,2760.5%ETFRTORentokil Initial$8,727,389$372,996 ▲4.5%381,1080.5%Business ServicesGMEDGlobus Medical$8,603,494$5,628,351 ▼-39.5%117,5340.5%MedicalCOOPER COS INC$8,132,011$691,339 ▼-7.8%96,4070.5%Ordinary SharesBSCQInvesco BulletShares 2026 Corporate Bond ETF$8,054,893$18,383,163 ▼-69.5%413,4950.5%ETFYUMCYum China$8,000,463$1,070,567 ▼-11.8%153,6770.5%Retail/WholesaleOKTAOkta$7,767,141$642,685 ▼-7.6%73,8180.5%Computer and TechnologyTRUTransUnion$7,537,441$624,503 ▼-7.7%90,8230.4%Business ServicesWSTWest Pharmaceutical Services$7,405,700$7,405,700 ▲New Holding33,0780.4%MedicalMSCIMSCI$7,364,505$671,865 ▼-8.4%13,0220.4%FinanceEMNEastman Chemical$7,073,485$618,445 ▼-8.0%80,2800.4%Basic MaterialsLOBLive Oak Bancshares$7,034,478$3,137,188 ▲80.5%263,8590.4%FinanceUPSUnited Parcel Service$7,005,215$6,159 ▼-0.1%63,6890.4%TransportationCOSTCostco Wholesale$6,877,573$1,055,614 ▼-13.3%7,2710.4%Retail/WholesaleTREXTrex$6,854,983$605,291 ▼-8.1%117,9850.4%ConstructionQXO INC CLASS EQUITY$6,766,985$446,495 ▼-6.2%499,7770.4%Ordinary SharesHDBHDFC Bank$6,740,557$938,601 ▼-12.2%101,4530.4%FinanceGXOGXO Logistics$6,596,071$378,531 ▼-5.4%168,7830.4%TransportationMORNMorningstar$6,532,337$584,171 ▼-8.2%21,7830.4%Business ServicesTEAMAtlassian$6,442,395$1,322,094 ▼-17.0%30,3580.4%Computer and TechnologyGNTXGentex$6,399,658$536,204 ▼-7.7%274,6630.4%Auto/Tires/TrucksBALLBall$6,241,471$320,858 ▼-4.9%119,8660.4%IndustrialsNVONovo Nordisk A/S$6,238,371$853,906 ▼-12.0%89,8380.4%MedicalMDTMedtronic$6,222,317$680,156 ▼-9.9%69,2440.4%MedicalCNICanadian National Railway$6,186,248$393,840 ▼-6.0%63,4740.4%TransportationTSCOTractor Supply$6,107,160$578,940 ▼-8.7%110,8370.4%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$5,994,986$908,527 ▼-13.2%36,1140.4%Computer and TechnologyAREAlexandria Real Estate Equities$5,816,634$71,326 ▼-1.2%62,8750.3%FinanceCSLCarlisle Companies$5,758,230$397,366 ▼-6.5%16,9110.3%Multi-Sector ConglomeratesRAREUltragenyx Pharmaceutical$5,416,891$153,495 ▼-2.8%149,5960.3%MedicalBSCRInvesco BulletShares 2027 Corporate Bond ETF$5,413,595$618,634 ▼-10.3%276,3440.3%ETFCMECME Group$4,954,442$592,941 ▼-10.7%18,6750.3%FinanceVEAVanguard FTSE Developed Markets ETF$4,428,959$684,940 ▼-13.4%87,1320.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
