Motley Fool Wealth Management, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Motley Fool Wealth Management, LLC

CIK Number: 0001607978

1.66B
Market Value
123
# of Holdings
18 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 12, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 AMZN Amazon.com, Inc...
229.95
-0.16% 409.98K -12.55% 78M 31.02 4.61% Share
2 META Meta Platforms,...
750.90
-0.14% 128.48K -12.36% 74.05M 135.34 4.38% Share
3 BKNG Booking Holding...
5498.00
+0.42% 12.61K -12% 58.07M 2083.04 3.43% Share
4 GOOG Alphabet Inc.
240.78
+0.51% 348.11K -12.05% 54.39M 42.11 3.22% Share
5 MELI MercadoLibre, I...
2338.20
-0.46% 24.74K -12.44% 48.26M 248.35 2.85% Share
6 NFLX Netflix, Inc.
1203.50
-3.54% 50.57K -12.19% 47.16M 243.21 2.79% Share
7 MA Mastercard Inco...
588.73
+1.61% 81.17K -11.8% 44.49M 236.33 2.63% Share
8 BSCP Invesco BulletS...
20.72
+0.05% 2.05M -20.72% 42.47M 21.43 2.51% Share
9 CRM Salesforce, Inc...
246.23
+1.51% 157.61K -12.48% 42.3M 116.05 2.50% Share
10 BSCS Invesco BulletS...
20.64
+0.05% 1.61M +124.65% 32.77M 21.21 1.94% Share
11 PANW Palo Alto Netwo...
198.28
+0.48% 189.2K -13.79% 32.28M 62.72 1.91% Share
12 EQIX Equinix, Inc.
797.48
+2.16% 39.49K -12.27% 32.2M 657.63 1.90% Share
13 BSCU Invesco BulletS...
17.01
+0.12% 1.94M -6.61% 32.18M 16.43 1.90% Share
14 BSCW Invesco Bullets...
21.07
+0.26% 1.57M -6.62% 31.94M 20.29 1.89% Share
15 BRO Brown & Brown, ...
94.23
+1.88% 253.44K -8.7% 31.53M 47.26 1.86% Share
16 SHYG iShares 0-5 Yea...
43.23
+0.20% 640.05K +83.08% 27.22M 42.93 1.61% Share
17 CSGP CoStar Group, I...
87.06
+0.88% 330.57K -8.03% 26.19M 74.59 1.55% Share
18 BMRN BioMarin Pharma...
55.91
+2.59% 348.98K +0.36% 24.67M 83.96 1.46% Share
19 BR Broadridge Fina...
254.86
+1.90% 98.29K -10.36% 23.83M 76.3 1.41% Share
20 BRK-B Berkshire Hatha...
496.91
+1.39% 42.63K -10.22% 22.7M 233.79 1.34% Share
21 AXON Axon Enterprise...
751.11
+0.48% 37.99K -20.49% 19.98M 98.82 1.18% Share
22 BSCV Invesco BulletS...
16.81
+0.18% 1.21M -7.52% 19.74M 16.21 1.17% Share
23 IBDU iShares iBonds ...
23.52
+0.09% 813.57K +100.00% 18.82M 23.13 1.11% Share
24 SNEX StoneX Group In...
98.47
+2.36% 227.53K +37.62% 17.38M 65.38 1.03% Share
25 DXCM DexCom, Inc.
76.00
-0.03% 251.29K -3.5% 17.16M 84.59 1.01% Share
26 MU Micron Technolo...
150.57
+7.55% 191.98K -1.76% 16.68M 84.16 0.99% Share
27 DHR Danaher Corpora...
195.17
+1.34% 80.91K -8.42% 16.59M 232.45 0.98% Share
28 VRTX Vertex Pharmace...
397.37
+2.27% 33.05K -9.36% 16.02M 420.48 0.95% Share
29 MSFT Microsoft Corpo...
501.01
+0.13% 42.42K -10.47% 15.92M 124.05 0.94% Share
30 DFJ WisdomTree Japa...
96.20
+0.60% 194.7K -11.8% 15.43M 70.1 0.91% Share
31 VOO Vanguard S&P 50...
604.58
+0.82% 29.99K -45.89% 15.41M 443.35 0.91% Share
32 ADSK Autodesk, Inc.
324.52
+0.22% 57.3K -12.07% 15M 259.44 0.89% Share
33 DDOG Datadog, Inc.
139.15
+0.01% 150.8K -12.56% 14.96M 90 0.88% Share
34 MKL Markel Corporat...
1964.15
+2.26% 7.98K -10.14% 14.92M 1024.36 0.88% Share
35 TOST Toast, Inc.
40.77
+2.18% 431.77K -7.73% 14.32M 24.38 0.85% Share
36 AMT American Tower ...
196.54
+1.43% 65.74K -5.08% 14.31M 164.48 0.85% Share
37 IBDW iShares iBonds ...
21.30
+0.16% 646.62K -4.83% 13.42M 20.35 0.79% Share
38 TMO Thermo Fisher S...
491.20
+3.08% 26.87K -6.82% 13.37M 546.96 0.79% Share
39 BSCT Invesco BulletS...
18.92
+0.05% 708.5K -5.02% 13.13M 21.24 0.78% Share
40 WSO Watsco, Inc.
397.15
+1.80% 25.8K -13.82% 13.11M 162.01 0.78% Share
41 DMBS Doubleline Etf ...
49.97
+0.22% 266.53K -7.72% 13.07M 47.69 0.77% Share
42 DCRE Doubleline ETF ...
52.09
+0.06% 251.04K -7.72% 13.02M 51.1 0.77% Share
43 WAT Waters Corporat...
302.46
+3.22% 34.97K -9.11% 12.89M 284.77 0.76% Share
44 IEUR iShares Core MS...
67.65
+1.03% 213.55K -12.07% 12.85M 46.61 0.76% Share
45 HHH Howard Hughes H...
81.57
+3.54% 172.57K -4.56% 12.78M 70.44 0.76% Share
46 TYL Tyler Technolog...
553.55
+1.40% 21.79K -8.32% 12.67M 276.69 0.75% Share
47 BAM Brookfield Asse...
56.72
+1.87% 261.41K -12.04% 12.67M 35 0.75% Share
48 ALRM Alarm.com Holdi...
56.56
+2.43% 227.13K -8.09% 12.64M 52.18 0.75% Share
49 GSHD Goosehead Insur...
80.97
+1.93% 104.91K -8.53% 12.39M 64.68 0.73% Share
50 AON Aon plc
372.23
+2.72% 30.92K -12.28% 12.34M 293.49 0.73% Share
51 PAYX Paychex, Inc.
135.46
+1.80% 75.82K -8.85% 11.7M 78.4 0.69% Share
52 BRBR BellRing Brands...
37.30
+1.47% 152.22K -7.58% 11.33M 60.72 0.67% Share
53 HQY HealthEquity, I...
92.34
+0.91% 125.47K -8.24% 11.09M 57.86 0.66% Share
54 CROX Crocs, Inc.
80.95
-0.27% 101.98K +82.58% 10.83M 127.35 0.64% Share
55 ICLR ICON Public Lim...
175.11
+5.85% 58.73K -8.29% 10.28M 314.07 0.61% Share
56 WCN Waste Connectio...
178.09
+1.07% 51.67K -12.2% 10.09M 128.03 0.60% Share
57 FAST Fastenal Compan...
47.33
-1.33% 128.93K -10.38% 10M 27.35 0.59% Share
58 HRI Herc Holdings I...
129.15
-3.11% 74.29K -7.57% 9.98M 135.55 0.59% Share
59 RXO RXO, Inc.
17.14
+2.51% 518.39K -8.92% 9.9M 19.41 0.59% Share
60 QTWO Q2 Holdings, In...
82.71
+0.73% 122.6K -8.47% 9.81M 31.98 0.58% Share
61 SBAC SBA Communicati...
199.44
+3.03% 44.53K -6.19% 9.8M 189.78 0.58% Share
62 STAG STAG Industrial...
36.43
+1.79% 269.61K -7.36% 9.74M 23.25 0.58% Share
63 GWRE Guidewire Softw...
253.13
+0.04% 51.66K -7.78% 9.68M 117 0.57% Share
64 FN Fabrinet
362.02
-2.83% 48.1K +100.00% 9.5M 197.51 0.56% Share
65 ATEC Alphatec Holdin...
15.63
+1.82% 894.47K +100.00% 9.07M 10.14 0.54% Share
66 NEE NextEra Energy,...
71.40
+0.51% 126.71K -7.41% 8.98M 60.87 0.53% Share
67 CMCSA Comcast Corpora...
33.40
-0.24% 240.77K -13.17% 8.88M 41.85 0.53% Share
68 BND Vanguard Total ...
74.66
+0.21% 120.28K -11.88% 8.83M 72.21 0.52% Share
69 GMED Globus Medical,...
59.62
+2.02% 117.53K -39.55% 8.6M 57.46 0.51% Share
70 COO The Cooper Comp...
68.46
+1.18% 96.41K -7.84% 8.13M 86.39 0.48% Share
71 BSCQ Invesco BulletS...
19.59
+0.05% 413.5K -69.53% 8.05M 20.21 0.48% Share
72 YUMC Yum China Holdi...
45.10
+1.67% 153.68K -11.8% 8M 39.47 0.47% Share
73 OKTA Okta, Inc.
91.96
+1.94% 73.82K -7.64% 7.77M 90.24 0.46% Share
74 TRU TransUnion
92.92
+3.61% 90.82K -7.65% 7.54M 104.7 0.45% Share
75 WST West Pharmaceut...
263.71
+3.33% 33.08K +100.00% 7.41M 223.88 0.44% Share
76 MSCI MSCI Inc.
585.46
+3.96% 13.02K -8.36% 7.36M 470.98 0.44% Share
77 EMN Eastman Chemica...
67.91
+4.40% 80.28K -8.04% 7.07M 82.52 0.42% Share
78 LOB Live Oak Bancsh...
37.00
+0.79% 263.86K +80.50% 7.03M 31.3 0.42% Share
79 UPS United Parcel S...
84.64
+0.94% 63.69K -0.09% 7.01M 146.73 0.41% Share
80 COST Costco Wholesal...
964.32
+0.84% 7.27K -13.31% 6.88M 216.49 0.41% Share
81 TREX Trex Company, I...
62.26
+3.77% 117.98K -8.11% 6.85M 75.43 0.41% Share
82 QXO QXO Inc
21.26
-1.02% 499.78K -6.19% 6.77M 15.9 0.40% Share
83 HDB HDFC Bank Limit...
35.38
+0.45% 101.45K -12.22% 6.74M 38.52 0.40% Share
84 GXO GXO Logistics, ...
51.55
+2.38% 168.78K -5.43% 6.6M 71 0.39% Share
85 MORN Morningstar, In...
256.97
+2.24% 21.78K -8.21% 6.53M 200.34 0.39% Share
86 TEAM Atlassian Corpo...
176.71
+1.37% 30.36K -17.03% 6.44M 128.68 0.38% Share
87 GNTX Gentex Corporat...
28.41
+1.39% 274.66K -7.73% 6.4M 18.17 0.38% Share
88 BALL Ball Corporatio...
51.10
+2.06% 119.87K -4.89% 6.24M 55.13 0.37% Share
89 NVO Novo Nordisk A/...
54.30
-0.14% 89.84K -12.04% 6.24M 23.49 0.37% Share
90 MDT Medtronic plc
94.26
+2.10% 69.24K -9.85% 6.22M 77.12 0.37% Share
91 CNI Canadian Nation...
93.93
+1.64% 63.47K -5.99% 6.19M 113.33 0.37% Share
92 TSCO Tractor Supply ...
60.02
+2.69% 110.84K -8.66% 6.11M 51.65 0.36% Share
93 TSM Taiwan Semicond...
258.82
-0.62% 36.11K -13.16% 5.99M 32.63 0.35% Share
94 ARE Alexandria Real...
84.71
+0.85% 62.88K -1.21% 5.82M 134.54 0.34% Share
95 CSL Carlisle Compan...
392.22
+3.80% 16.91K -6.46% 5.76M 368.84 0.34% Share
96 RARE Ultragenyx Phar...
31.23
-0.19% 149.6K -2.76% 5.42M 61.78 0.32% Share
97 BSCR Invesco BulletS...
19.76
+0.10% 276.34K -10.26% 5.41M 21.51 0.32% Share
98 CME CME Group Inc.
262.38
+0.95% 18.68K -10.69% 4.95M 178.44 0.29% Share
99 VEA Vanguard Develo...
60.07
+1.11% 87.13K -13.39% 4.43M 44.51 0.26% Share
100 VO Vanguard Mid Ca...
293.64
+1.36% 15.49K -15.58% 4.01M 212.56 0.24% Share
101 AAPL Apple Inc.
230.03
+1.43% 17.73K +11.97% 3.94M 216.01 0.23% Share
102 VTIP Vanguard Short-...
50.70
-0.02% 61.08K -2.47% 3.05M 48.39 0.18% Share
103 BUD Anheuser-Busch ...
59.01
+0.07% 49.4K -6.53% 3.04M 100.64 0.18% Share
104 SLB Schlumberger Li...
36.02
-0.4% 71.21K -7.96% 2.98M 63.06 0.18% Share
105 WEC WEC Energy Grou...
109.73
+0.31% 24.54K -9.85% 2.67M 82.24 0.16% Share
106 WMT Walmart Inc.
102.63
+2.21% 28.99K -11.96% 2.54M 39.47 0.15% Share
107 PG The Procter & G...
158.63
+0.81% 14.33K -11.35% 2.44M 121.35 0.14% Share
108 VWO Vanguard Emergi...
53.57
+1.23% 51.75K -15.97% 2.34M 40.65 0.14% Share
109 DV DoubleVerify Ho...
13.95
+1.05% 146.48K -0.59% 1.96M 33.67 0.12% Share
110 ADC Agree Realty Co...
73.75
+2.47% 23.19K -10.81% 1.79M 64.35 0.11% Share
111 NVDA NVIDIA Corporat...
177.06
-0.15% 15.88K -0.11% 1.72M 45.46 0.10% Share
112 TXN Texas Instrumen...
184.35
+0.18% 8.91K -10.06% 1.6M 110.17 0.09% Share
113 MUB iShares Nationa...
106.47
+0.36% 14.73K -0.72% 1.55M 106.55 0.09% Share
114 BLX Banco Latinoame...
48.33
+2.98% 41.69K -3.68% 1.53M 35.57 0.09% Share
115 VB Vanguard Small ...
258.07
+1.77% 6.48K -12.96% 1.44M 206.66 0.09% Share
116 KVUE Kenvue Inc.
18.85
+2.06% 57.62K -10.32% 1.38M 20.08 0.08% Share
117 CRH CRH plc
114.46
+2.88% 15.16K -11.38% 1.33M 72.96 0.08% Share
118 KO The Coca-Cola C...
67.59
-0.34% 18.31K -9.84% 1.31M 49.25 0.08% Share
119 JNJ Johnson & Johns...
178.50
+1.54% 7.64K -4.9% 1.27M 164.45 0.07% Share
120 USB U.S. Bancorp
49.33
+0.25% 28.39K -11.56% 1.2M 35.53 0.07% Share
121 VNQ Vanguard Real E...
93.26
+1.85% 11.49K -14.73% 1.04M 82.46 0.06% Share
122 TSLA Tesla, Inc.
368.81
+6.04% 3.59K +0.17% 929.61K 326.08 0.06% Share
123 UUUU Energy Fuels In...
12.53
-0.83% 10K 0.00% 37.3K 5.13 < 0.01% Share