Sponsored
The Analysis of Motley Fool Wealth Management, LLC's Holdings & P&L
Currently, Motley Fool Wealth Management, LLC holds 124 types of securities in its portfolio with a total value $884.2M. In the most recent quarter, they have increased their positions in NOW (+56.8K shares, valued at $5.9M), RELX (+101.7K shares, valued at $3.4M), N/A (+42.1K shares, valued at $2.7M); decreased their positions in N/A (-97.1K shares, valued at $27.8M), AMZN (-71.6K shares, valued at $14.9M), META (-18.7K shares, valued at $10.7M); initiated new positions in RELX (+101.7K shares, valued at $3.4M), N/A (+42.1K shares, valued at $2.7M).
1M P&L
+5.3M+0.48%
3M P&L
-18.6M-1.65%
HY P&L
-44.1M-3.83%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A260.5M
22.6%
2Software - Application106.2M
9.2%
3Internet Retail95.5M
8.3%
Top Industries by Stock Count
1N/A31 stocks
26.3%
2Software - Application12 stocks
10.2%
3Medical Devices4 stocks
3.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
VANGUARD INDEX FDS S&P 500 ETF VANGUARD INDEX FDS S&P 500 ETF41.2K shares-13.81%2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC42.1K sharesnew addition2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
AMZN
-26.57%AMAZON COM INC
Shares197.8K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
-43.86%ALPHABET INC
Shares124.3K
Event2026-03-31
Filed2026-05-12
META
-25.54%META PLATFORMS INC
Shares54.5K
Event2026-03-31
Filed2026-05-12
NFLX
-0.68%NETFLIX INC.
Shares314.7K
Event2026-03-31
Filed2026-05-12
VANGUARD INDEX FDS S&P 500 ETF
-13.81%VANGUARD INDEX FDS S&P 500 ETF
Shares41.2K
Event2026-03-31
Filed2026-05-12
MELI
-27.03%MERCADOLIBRE INC
Shares12.1K
Event2026-03-31
Filed2026-05-12
MA
-27.10%MASTERCARD INCORPORATED
Shares38.4K
Event2026-03-31
Filed2026-05-12
VRTX
-28.05%VERTEX PHARMACEUTICALS INC
Shares42.8K
Event2026-03-31
Filed2026-05-12
BKNG
-27.61%BOOKING HOLDINGS INC
Shares4.4K
Event2026-03-31
Filed2026-05-12
EQIX
-26.96%EQUINIX INC
Shares18.2K
Event2026-03-31
Filed2026-05-12
BSCU
-24.53%INVESCO EXCH TRD SLF IDX FD INVSCO 30
Shares1.0M
Event2026-03-31
Filed2026-05-12
BSCW
-24.55%INVESCO EXCHNG TRAD SLF INDE BULLETSHS
Shares847.6K
Event2026-03-31
Filed2026-05-12
TMO
-27.46%THERMO FISHER SCIENTIFIC INC
Shares33.0K
Event2026-03-31
Filed2026-05-12
MYCF
-23.91%SSGA ACTIVE TR SPDR SSGA
Shares616.7K
Event2026-03-31
Filed2026-05-12
CRM
-27.16%SALESFORCE INC
Shares78.5K
Event2026-03-31
Filed2026-05-12
PANW
-27.47%PALO ALTO NETWORKS INC
Shares89.2K
Event2026-03-31
Filed2026-05-12
NOW
71.61%SERVICENOW INC
Shares136.0K
Event2026-03-31
Filed2026-05-12
SNEX
11.20%STONEX GROUP INC
Shares176.3K
Event2026-03-31
Filed2026-05-12
NEE
-29.37%NEXTERA ENERGY INC
Shares151.0K
Event2026-03-31
Filed2026-05-12
BMRN
-25.08%BIOMARIN PHARMACEUTICAL INC
Shares247.9K
Event2026-03-31
Filed2026-05-12
DXCM
-25.38%DEXCOM INC
Shares206.3K
Event2026-03-31
Filed2026-05-12
BSCX
-18.30%INVESCO EXCHNG TRAD SLF INDE INVESCO
Shares543.5K
Event2026-03-31
Filed2026-05-12
LEMB
11.21%ISHARES JPM EM LOCAL CURRENCY BOND
Shares273.0K
Event2026-03-31
Filed2026-05-12
BSCV
-24.53%INVESCO EXCH TRD SLF IDX FD BULETSHS 2031
Shares654.6K
Event2026-03-31
Filed2026-05-12
IBDU
-24.51%ISHARES IBONDS DEC 2029
Shares461.8K
Event2026-03-31
Filed2026-05-12
IBDZ
-10.31%ISHARES IBONDS DEC 2026
Shares408.7K
Event2026-03-31
Filed2026-05-12
DCRE
-8.78%DOUBLELINE ETF TRUST
Shares180.1K
Event2026-03-31
Filed2026-05-12
FN
-25.89%FABRINET
Shares17.3K
Event2026-03-31
Filed2026-05-12
DFJ
-28.19%WISDOMTREE TR JP SMALLCP
Shares87.8K
Event2026-03-31
Filed2026-05-12
DDOG
-26.95%DATADOG INC
Shares74.8K
Event2026-03-31
Filed2026-05-12
BERKSHIRE HATHAWAY INC DEL
-28.38%BERKSHIRE HATHAWAY INC DEL
Shares18.3K
Event2026-03-31
Filed2026-05-12
NVDA
-2.37%NVIDIA CORPORATION
Shares49.5K
Event2026-03-31
Filed2026-05-12
BRO
-26.21%BROWN & BROWN INC
Shares126.8K
Event2026-03-31
Filed2026-05-12
BSCT
-24.17%INVESCO EXCH TRD SLF IDX FD BULETSHS
Shares410.6K
Event2026-03-31
Filed2026-05-12
DMBS
-24.54%DOUBLELINE ETF TRUST
Shares155.1K
Event2026-03-31
Filed2026-05-12
SHYG
-24.59%ISHARES 0-5YR HY CORP BOND
Shares180.4K
Event2026-03-31
Filed2026-05-12
IBDW
-24.51%ISHARES IBONDS DEC 2031
Shares364.4K
Event2026-03-31
Filed2026-05-12
IGLB
-24.61%ISHARES 10plus YR CR BD
Shares153.3K
Event2026-03-31
Filed2026-05-12
BR
-26.51%BROADRIDGE FINL SOLUTIONS IN
Shares43.8K
Event2026-03-31
Filed2026-05-12
DHR
-27.20%DANAHER CORP DEL
Shares37.5K
Event2026-03-31
Filed2026-05-12
LOB
-25.87%LIVE OAK BANCSHARES INC
Shares209.6K
Event2026-03-31
Filed2026-05-12
MSFT
-27.63%MICROSOFT CORP
Shares18.6K
Event2026-03-31
Filed2026-05-12
ADSK
-26.89%AUTODESK INC
Shares28.2K
Event2026-03-31
Filed2026-05-12
PEN
-25.42%PENUMBRA INC
Shares19.7K
Event2026-03-31
Filed2026-05-12
MKL
-29.47%MARKEL GROUP INC
Shares3.3K
Event2026-03-31
Filed2026-05-12
VEA
-5.26%VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT
Shares99.3K
Event2026-03-31
Filed2026-05-12
BND
-5.07%VANGUARD BD INDEX FD INC TOTAL BND
Shares85.8K
Event2026-03-31
Filed2026-05-12
TSLA
-2.58%TESLA INC
Shares17.0K
Event2026-03-31
Filed2026-05-12
ATEC
-31.21%ALPHATEC HLDGS INC
Shares575.8K
Event2026-03-31
Filed2026-05-12
VO
-4.15%VANGUARD INDEX FDS MID CAP
Shares21.6K
Event2026-03-31
Filed2026-05-12
CSGP
-24.80%COSTAR GROUP INC
Shares153.0K
Event2026-03-31
Filed2026-05-12
HXL
-25.94%HEXCEL CORP NEW
Shares73.5K
Event2026-03-31
Filed2026-05-12
TOST
-25.96%TOAST INC
Shares222.6K
Event2026-03-31
Filed2026-05-12
CLBT
-26.91%CELLEBRITE DI LTD
Shares412.9K
Event2026-03-31
Filed2026-05-12
IEUR
-28.15%ISHARES CORE MSCI EUROPE
Shares80.4K
Event2026-03-31
Filed2026-05-12
AXON
-26.20%AXON ENTERPRISE INC
Shares12.9K
Event2026-03-31
Filed2026-05-12
RTO
-28.23%RENTOKIL INITIAL PLC
Shares173.5K
Event2026-03-31
Filed2026-05-12
HHH
-27.27%HOWARD HUGHES HOLDINGS INC
Shares86.1K
Event2026-03-31
Filed2026-05-12
HQY
-25.72%HEALTHEQUITY INC
Shares64.8K
Event2026-03-31
Filed2026-05-12
WAT
-27.39%WATERS CORP
Shares17.6K
Event2026-03-31
Filed2026-05-12
QXO
-25.91%QXO INC
Shares257.7K
Event2026-03-31
Filed2026-05-12
STAG
-26.08%STAG INDL INC
Shares138.8K
Event2026-03-31
Filed2026-05-12
HRI
-25.60%HERC HLDGS INC
Shares49.2K
Event2026-03-31
Filed2026-05-12
AMT
-26.38%AMERICAN TOWER CORP
Shares27.8K
Event2026-03-31
Filed2026-05-12
WSO
-26.98%WATSCO INC
Shares13.0K
Event2026-03-31
Filed2026-05-12
RARE
-25.04%ULTRAGENYX PHARMACEUTICAL IN
Shares223.0K
Event2026-03-31
Filed2026-05-12
TSM
-39.83%TAIWAN SEMICONDUCTOR MANUFAC
Shares13.6K
Event2026-03-31
Filed2026-05-12
AON PLC
-29.39%AON PLC
Shares14.0K
Event2026-03-31
Filed2026-05-12
GXO
-25.58%GXO LOGISTICS INCORPORATED
Shares86.8K
Event2026-03-31
Filed2026-05-12
BROOKFIELD ASSET MANAGMT LTD
-35.85%BROOKFIELD ASSET MANAGMT LTD
Shares98.9K
Event2026-03-31
Filed2026-05-12
SITE
-25.56%SITEONE LANDSCAPE SUPPLY INC
Shares32.5K
Event2026-03-31
Filed2026-05-12
ODFL
-28.12%OLD DOMINION FREIGHT LINE IN
Shares21.8K
Event2026-03-31
Filed2026-05-12
REGN
-29.61%REGENERON PHARMACEUTICALS
Shares5.5K
Event2026-03-31
Filed2026-05-12
GWRE
-25.84%GUIDEWIRE SOFTWARE INC
Shares26.6K
Event2026-03-31
Filed2026-05-12
CNI
-25.82%CANADIAN NATL RY CO
Shares38.6K
Event2026-03-31
Filed2026-05-12
SBAC
-24.06%SBA COMMUNICATIONS CORP
Shares22.8K
Event2026-03-31
Filed2026-05-12
GSHD
-25.77%GOOSEHEAD INS INC
Shares90.9K
Event2026-03-31
Filed2026-05-12
TYL
-25.54%TYLER TECHNOLOGIES INC
Shares11.2K
Event2026-03-31
Filed2026-05-12
ICLR
-25.34%ICON PLC
Shares34.3K
Event2026-03-31
Filed2026-05-12
WCN
-28.01%WASTE CONNECTIONS INC
Shares23.3K
Event2026-03-31
Filed2026-05-12
ALRM
-25.22%ALARM COM HLDGS INC
Shares87.5K
Event2026-03-31
Filed2026-05-12
FTDR
-25.53%FRONTDOOR INC
Shares71.1K
Event2026-03-31
Filed2026-05-12
VWO
-5.13%VANGUARD INTL EQUITY INDEX F FTSE EMR MKT
Shares64.5K
Event2026-03-31
Filed2026-05-12
YUMC
-27.81%YUM CHINA HLDGS INC
Shares69.4K
Event2026-03-31
Filed2026-05-12
RELX
NewRELX PLC
Shares101.7K
Event2026-03-31
Filed2026-05-12
WST
-31.60%WEST PHARMACEUTICAL SVSC INC
Shares13.3K
Event2026-03-31
Filed2026-05-12
KVUE
-26.57%KENVUE INC
Shares187.8K
Event2026-03-31
Filed2026-05-12
COST
-27.08%COSTCO WHOLESALE CORPORATION
Shares3.2K
Event2026-03-31
Filed2026-05-12
BALL
-26.62%BALL CORP
Shares52.4K
Event2026-03-31
Filed2026-05-12
QTWO
-25.70%Q2 HLDGS INC
Shares63.3K
Event2026-03-31
Filed2026-05-12
PAYX
-27.49%PAYCHEX INC
Shares31.4K
Event2026-03-31
Filed2026-05-12
SUNBELT RENTALS HOLDINGS INC
NewSUNBELT RENTALS HOLDINGS INC
Shares42.1K
Event2026-03-31
Filed2026-05-12
MEDTRONIC PLC
-28.31%MEDTRONIC PLC
Shares31.1K
Event2026-03-31
Filed2026-05-12
TSCO
-25.92%TRACTOR SUPPLY CO
Shares57.2K
Event2026-03-31
Filed2026-05-12
CME
-27.90%CME GROUP INC
Shares8.6K
Event2026-03-31
Filed2026-05-12
CSL
-26.79%CARLISLE COS INC
Shares7.1K
Event2026-03-31
Filed2026-05-12
MKC
-29.05%MCCORMICK & CO INC
Shares47.1K
Event2026-03-31
Filed2026-05-12
UFPT
-24.82%UFP TECHNOLOGIES INC
Shares12.1K
Event2026-03-31
Filed2026-05-12
VB
-4.03%VANGUARD INDEX FDS SMALL CP
Shares8.8K
Event2026-03-31
Filed2026-05-12
HDB
-28.42%HDFC BANK LTD
Shares91.4K
Event2026-03-31
Filed2026-05-12
FSV
-26.01%FIRSTSERVICE CORP NEW
Shares15.4K
Event2026-03-31
Filed2026-05-12
AAPL
-17.68%APPLE INC
Shares7.8K
Event2026-03-31
Filed2026-05-12
VTIP
-20.86%VANGUARD MALVERN FDS STRM
Shares35.8K
Event2026-03-31
Filed2026-05-12
VRRM
-24.15%VERRA MOBILITY CORP
Shares116.0K
Event2026-03-31
Filed2026-05-12
WMT
-27.13%WALMART INC
Shares13.3K
Event2026-03-31
Filed2026-05-12
VNQ
-3.16%VANGUARD INDEX FDS REIT
Shares18.6K
Event2026-03-31
Filed2026-05-12
NVO
-27.11%NOVO-NORDISK A S
Shares40.4K
Event2026-03-31
Filed2026-05-12
ARE
-26.50%ALEXANDRIA REAL ESTATE EQ IN
Shares25.2K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
0.03%ALPHABET INC
Shares3.8K
Event2026-03-31
Filed2026-05-12
PG
-26.41%PROCTER & GAMBLE CO
Shares6.7K
Event2026-03-31
Filed2026-05-12
WEC ENERGY GROUP INC
-27.12%WEC ENERGY GROUP INC
Shares8.2K
Event2026-03-31
Filed2026-05-12
JNJ
-27.22%JOHNSON & JOHNSON
Shares3.6K
Event2026-03-31
Filed2026-05-12
USB
-27.36%US BANCORP
Shares16.2K
Event2026-03-31
Filed2026-05-12
ADC
-27.11%AGREE RLTY CORP
Shares10.8K
Event2026-03-31
Filed2026-05-12
TXN
-26.90%TEXAS INSTRS INC
Shares4.2K
Event2026-03-31
Filed2026-05-12
RXO
-21.26%RXO INC
Shares52.0K
Event2026-03-31
Filed2026-05-12
MNDY
-23.60%MONDAY COM LTD
Shares10.9K
Event2026-03-31
Filed2026-05-12
CRH PLC
-27.16%CRH PLC
Shares7.1K
Event2026-03-31
Filed2026-05-12
KO
-27.10%COCA COLA CO
Shares8.4K
Event2026-03-31
Filed2026-05-12
DGRO
-49.38%ISHARES CORE DIVIDEND GROWTH
Shares8.6K
Event2026-03-31
Filed2026-05-12
IVOO
-77.66%VANGUARD BD INDEX FD INC TOTAL BND
Shares3.2K
Event2026-03-31
Filed2026-05-12
SMH
0.00%VANECK SEMICONDUCTOR ETF
Shares903
Event2026-03-31
Filed2026-05-12
SHOP
0.00%SHOPIFY INC
Shares2.2K
Event2026-03-31
Filed2026-05-12
AOA
-74.05%ISHARES CORE 80/20
Shares2.6K
Event2026-03-31
Filed2026-05-12
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available