Motley Fool Wealth Management, LLC
CIK Number: 0001607978
1.69B
Market Value
129
# of Holdings
18 months
Avg. Holding Period
37.12%
Win Rate
13.55%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc... | 214.87 | -0.57% | 468.79K | -16.47% | 102.61M | 31.02 | 5.29% |
| 2 | META | Meta Platforms,... | 697.17 | -0.7% | 146.6K | -9.49% | 85.97M | 135.34 | 4.44% |
| 3 | GOOG | Alphabet Inc. | 177.16 | -0.44% | 395.8K | -5.5% | 75.32M | 42.11 | 3.89% |
| 4 | BKNG | Booking Holding... | 5303.93 | -1.21% | 14.32K | -5.31% | 70.6M | 2083.04 | 3.64% |
| 5 | CRM | Salesforce, Inc... | 262.53 | -0.51% | 180.09K | -5.91% | 59.8M | 116.05 | 3.09% |
| 6 | BSCP | Invesco BulletS... | 20.73 | +0.02% | 2.59M | +4.81% | 53.5M | 21.43 | 2.76% |
| 7 | NFLX | Netflix, Inc. | 1220.70 | -0.38% | 57.59K | -5.52% | 50.59M | 243.21 | 2.61% |
| 8 | MELI | MercadoLibre, I... | 2387.89 | -2.72% | 28.25K | -7.9% | 48.3M | 248.35 | 2.49% |
| 9 | MA | Mastercard Inco... | 569.23 | +0.10% | 92.03K | -4.36% | 48.1M | 236.33 | 2.48% |
| 10 | EQIX | Equinix, Inc. | 885.95 | -0.25% | 45.01K | -12.52% | 41.99M | 657.63 | 2.17% |
| 11 | PANW | Palo Alto Netwo... | 202.01 | +1.97% | 219.46K | +88.65% | 39.37M | 62.72 | 2.03% |
| 12 | BSCU | Invesco BulletS... | 16.66 | +0.09% | 2.08M | +58.24% | 33.96M | 16.43 | 1.75% |
| 13 | BSCW | Invesco Bullets... | 20.43 | +0.24% | 1.68M | +58.15% | 33.7M | 20.29 | 1.74% |
| 14 | VOO | Vanguard 500 In... | 549.20 | -0.88% | 55.42K | +63.67% | 29.79M | 443.35 | 1.54% |
| 15 | BRO | Brown & Brown, ... | 107.99 | +0.80% | 277.61K | -4.65% | 28.37M | 47.26 | 1.46% |
| 16 | AXON | Axon Enterprise... | 777.48 | -0.4% | 47.79K | -40.07% | 28.3M | 98.82 | 1.46% |
| 17 | BSCQ | Invesco BulletS... | 19.54 | -0.03% | 1.36M | -39.03% | 26.37M | 20.21 | 1.36% |
| 18 | CSGP | CoStar Group, I... | 79.94 | -2.45% | 359.44K | -8.88% | 25.53M | 74.59 | 1.32% |
| 19 | BR | Broadridge Fina... | 238.63 | -0.15% | 109.64K | -4.47% | 24.79M | 76.3 | 1.28% |
| 20 | DDOG | Datadog, Inc. | 124.93 | +2.46% | 172.45K | -6.85% | 24.52M | 90 | 1.27% |
| 21 | BMRN | BioMarin Pharma... | 55.01 | -2.19% | 347.73K | -18.1% | 22.73M | 84.01 | 1.17% |
| 22 | BRK-B | Berkshire Hatha... | 483.43 | -1.39% | 47.48K | -2.22% | 21.46M | 233.79 | 1.11% |
| 23 | BSCV | Invesco BulletS... | 16.38 | +0.12% | 1.31M | -1.97% | 20.97M | 16.21 | 1.08% |
| 24 | DHR | Danaher Corpora... | 195.80 | -2.64% | 88.35K | -8.87% | 20.4M | 232.45 | 1.05% |
| 25 | DXCM | DexCom, Inc. | 81.82 | -1.42% | 260.41K | -11.98% | 20.26M | 84.59 | 1.05% |
| 26 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 47.38K | -3.22% | 19.83M | 124.05 | 1.02% |
| 27 | ADSK | Autodesk, Inc. | 296.89 | -0.81% | 65.16K | -6.72% | 19.15M | 259.44 | 0.99% |
| 28 | TOST | Toast, Inc. | 42.45 | -0.41% | 467.95K | -3.33% | 17.04M | 24.38 | 0.88% |
| 29 | MU | Micron Technolo... | 120.39 | +0.46% | 195.43K | +100.00% | 16.93M | 84.16 | 0.87% |
| 30 | DFJ | WisdomTree Japa... | 84.27 | -0.67% | 220.74K | -9.41% | 16.48M | 70.1 | 0.85% |
| 31 | SNEX | StoneX Group In... | 84.87 | -0.79% | 165.34K | -3.03% | 16.3M | 61.25 | 0.84% |
| 32 | GMED | Globus Medical,... | 58.11 | -1.27% | 194.42K | -2.98% | 16.23M | 57.46 | 0.84% |
| 33 | BAM | Brookfield Asse... | 53.97 | -1.57% | 297.2K | -8.5% | 16.02M | 35 | 0.83% |
| 34 | HRI | Herc Holdings I... | 111.35 | -1.34% | 80.38K | -3% | 15.34M | 135.55 | 0.79% |
| 35 | MKL | Markel Corporat... | 1941.53 | -0.71% | 8.88K | -1.82% | 15.3M | 1024.36 | 0.79% |
| 36 | TMO | Thermo Fisher S... | 390.40 | -3.62% | 28.84K | -13.19% | 15.17M | 546.96 | 0.78% |
| 37 | ALRM | Alarm.com Holdi... | 56.97 | -1.59% | 247.12K | -5.82% | 15.01M | 52.18 | 0.77% |
| 38 | SHYG | iShares 0-5 Yea... | 42.59 | -0.1% | 349.6K | -49.08% | 14.9M | 43.27 | 0.77% |
| 39 | VRTX | Vertex Pharmace... | 442.29 | -1.91% | 36.46K | -7.68% | 14.73M | 420.48 | 0.76% |
| 40 | BSCS | Invesco BulletS... | 20.41 | -0.02% | 716.83K | -33.52% | 14.42M | 22.29 | 0.74% |
| 41 | WAT | Waters Corporat... | 341.03 | -1.95% | 38.48K | -4.75% | 14.41M | 284.77 | 0.74% |
| 42 | CRWD | CrowdStrike Hol... | 491.76 | +2.58% | 41.95K | -6.7% | 14.38M | 280.47 | 0.74% |
| 43 | WSO | Watsco, Inc. | 423.31 | -1.47% | 29.94K | -5.22% | 14.21M | 162.01 | 0.73% |
| 44 | DCRE | Doubleline ETF ... | 51.76 | -0.03% | 272.03K | -1.78% | 13.99M | 51.1 | 0.72% |
| 45 | HHH | Howard Hughes H... | 69.27 | -1.8% | 180.82K | -8.09% | 13.92M | 70.44 | 0.72% |
| 46 | DMBS | Doubleline Etf ... | 48.46 | +0.29% | 288.82K | -1.72% | 13.86M | 47.69 | 0.72% |
| 47 | IBDW | iShares iBonds ... | 20.75 | +0.22% | 679.42K | +100.00% | 13.8M | 20.35 | 0.71% |
| 48 | TYL | Tyler Technolog... | 581.04 | -1.37% | 23.77K | -3.13% | 13.68M | 276.69 | 0.71% |
| 49 | BSCT | Invesco BulletS... | 18.61 | +0.03% | 745.91K | -3.69% | 13.66M | 21.24 | 0.70% |
| 50 | RXO | RXO, Inc. | 15.11 | -2.99% | 569.15K | -4.76% | 13.64M | 19.41 | 0.70% |
| 51 | ICLR | ICON Public Lim... | 141.74 | -3.6% | 64.04K | +2.34% | 13.34M | 314.07 | 0.69% |
| 52 | QTWO | Q2 Holdings, In... | 85.88 | -2.25% | 133.95K | -3.1% | 13.28M | 31.98 | 0.69% |
| 53 | HQY | HealthEquity, I... | 100.00 | -1.06% | 136.73K | -3.12% | 13.28M | 57.86 | 0.69% |
| 54 | IEUR | iShares Core MS... | 64.30 | -1.43% | 242.86K | -8.98% | 13.1M | 46.61 | 0.68% |
| 55 | AON | Aon plc | 350.61 | +0.16% | 35.25K | -8.91% | 12.67M | 293.49 | 0.65% |
| 56 | AMT | American Tower ... | 215.13 | +0.07% | 69.26K | -22.13% | 12.61M | 164.48 | 0.65% |
| 57 | BRBR | BellRing Brands... | 62.66 | -0.26% | 164.71K | -2.53% | 12.33M | 60.72 | 0.64% |
| 58 | GSHD | Goosehead Insur... | 99.29 | -2.1% | 114.7K | -41.23% | 12.26M | 64.68 | 0.63% |
| 59 | PAYX | Paychex, Inc. | 152.43 | -0.81% | 83.18K | -3.95% | 11.69M | 78.4 | 0.60% |
| 60 | FAST | Fastenal Compan... | 41.53 | -1.67% | 143.86K | -3.98% | 10.42M | 27.35 | 0.54% |
| 61 | CMCSA | Comcast Corpora... | 34.53 | -1.65% | 277.28K | -22.75% | 10.31M | 41.85 | 0.53% |
| 62 | WCN | Waste Connectio... | 187.50 | +0.22% | 58.85K | -8.95% | 10.13M | 128.03 | 0.52% |
| 63 | STAG | STAG Industrial... | 36.09 | +0.14% | 291.03K | -3.95% | 9.82M | 23.25 | 0.51% |
| 64 | BND | Vanguard Total ... | 72.80 | +0.33% | 136.49K | +19.30% | 9.79M | 72.21 | 0.51% |
| 65 | NEE | NextEra Energy,... | 71.88 | -2.58% | 136.85K | -4.05% | 9.66M | 60.87 | 0.50% |
| 66 | SBAC | SBA Communicati... | 228.45 | -0.73% | 47.47K | -4.92% | 9.61M | 189.78 | 0.50% |
| 67 | COO | The Cooper Comp... | 68.75 | -1.42% | 104.6K | -3.92% | 9.57M | 86.39 | 0.49% |
| 68 | GWRE | Guidewire Softw... | 248.08 | -2.18% | 56.02K | -3.2% | 9.47M | 117 | 0.49% |
| 69 | TRU | TransUnion | 84.92 | -1.12% | 98.35K | -4.25% | 9.07M | 104.7 | 0.47% |
| 70 | TEAM | Atlassian Corpo... | 198.13 | -1.09% | 36.59K | -13.75% | 8.91M | 128.68 | 0.46% |
| 71 | TREX | Trex Company, I... | 53.44 | -3.82% | 128.4K | -2.85% | 8.85M | 75.43 | 0.46% |
| 72 | NVO | Novo Nordisk A/... | 74.37 | -3.44% | 102.14K | -9.16% | 8.69M | 23.49 | 0.45% |
| 73 | GNTX | Gentex Corporat... | 21.45 | -2.79% | 297.68K | -3.63% | 8.47M | 18.17 | 0.44% |
| 74 | MSCI | MSCI Inc. | 548.09 | +0.13% | 14.21K | -3.27% | 8.46M | 470.98 | 0.44% |
| 75 | QXO | QXO Inc | 20.14 | +0.27% | 532.75K | +100.00% | 8.4M | 15.9 | 0.43% |
| 76 | YUMC | Yum China Holdi... | 42.94 | -2.01% | 174.24K | -8.13% | 8.25M | 39.47 | 0.43% |
| 77 | TSM | Taiwan Semicond... | 213.93 | -0.81% | 41.59K | -8.43% | 8.23M | 32.63 | 0.42% |
| 78 | UPS | United Parcel S... | 99.72 | -1.36% | 63.74K | -10.85% | 8.03M | 146.73 | 0.41% |
| 79 | EMN | Eastman Chemica... | 75.20 | -2.39% | 87.3K | -3.49% | 7.98M | 82.52 | 0.41% |
| 80 | MORN | Morningstar, In... | 300.81 | -0.32% | 23.73K | -3% | 7.94M | 200.34 | 0.41% |
| 81 | GXO | GXO Logistics, ... | 42.73 | -1.23% | 178.47K | -5.81% | 7.76M | 71 | 0.40% |
| 82 | COST | Costco Wholesal... | 977.59 | -0.69% | 8.39K | -2.02% | 7.67M | 216.49 | 0.40% |
| 83 | HDB | HDFC Bank Limit... | 73.99 | -1.14% | 115.58K | -8.83% | 7.27M | 38.52 | 0.38% |
| 84 | BALL | Ball Corporatio... | 55.34 | -1.19% | 126.03K | +100.00% | 6.91M | 55.13 | 0.36% |
| 85 | CNI | Canadian Nation... | 102.03 | -2.62% | 67.52K | -14.8% | 6.83M | 113.33 | 0.35% |
| 86 | CSL | Carlisle Compan... | 355.60 | -0.91% | 18.08K | +100.00% | 6.73M | 368.84 | 0.35% |
| 87 | TSCO | Tractor Supply ... | 50.98 | -1.36% | 121.34K | +386.68% | 6.44M | 51.65 | 0.33% |
| 88 | RARE | Ultragenyx Phar... | 36.66 | -1.2% | 153.84K | -8.44% | 6.43M | 61.78 | 0.33% |
| 89 | OKTA | Okta, Inc. | 98.68 | -0.6% | 79.93K | -12.99% | 6.35M | 90.24 | 0.33% |
| 90 | ARE | Alexandria Real... | 71.20 | -1.98% | 63.65K | -10.97% | 6.22M | 134.54 | 0.32% |
| 91 | MDT | Medtronic plc | 86.20 | -1.96% | 76.81K | -10.99% | 6.2M | 77.12 | 0.32% |
| 92 | MRNA | Moderna, Inc. | 25.57 | -1.65% | 155.39K | -16.89% | 6.19M | 105.6 | 0.32% |
| 93 | CROX | Crocs, Inc. | 100.99 | -1.22% | 55.85K | -11.08% | 6.07M | 144.81 | 0.31% |
| 94 | BSCR | Invesco BulletS... | 19.63 | +0.03% | 307.92K | -57.26% | 6M | 21.51 | 0.31% |
| 95 | LOB | Live Oak Bancsh... | 27.52 | -1.82% | 146.19K | -3.13% | 5.77M | 35.04 | 0.30% |
| 96 | VO | Vanguard Mid Ca... | 271.50 | -0.82% | 18.35K | +6.38% | 4.85M | 212.56 | 0.25% |
| 97 | CME | CME Group Inc. | 269.66 | +0.80% | 20.91K | -9.56% | 4.85M | 178.44 | 0.25% |
| 98 | VEA | Vanguard Develo... | 55.73 | -1.28% | 100.61K | +13.17% | 4.8M | 44.51 | 0.25% |
| 99 | TLT | iShares 20+ Yea... | 86.50 | +1.22% | 46.95K | +100.00% | 4M | 87.33 | 0.21% |
| 100 | IXUS | iShares Core MS... | 75.00 | -1.27% | 58.65K | +100.00% | 3.87M | 66.14 | 0.20% |
| 101 | AAPL | Apple Inc. | 195.57 | -1.44% | 15.84K | +77.71% | 3.76M | 215.27 | 0.19% |
| 102 | VTIP | Vanguard Short-... | 50.02 | +0.19% | 62.63K | +46.84% | 3.04M | 48.39 | 0.16% |
| 103 | SLB | Schlumberger Li... | 36.11 | +0.56% | 77.37K | -12.48% | 2.99M | 63.06 | 0.15% |
| 104 | WMT | Walmart Inc. | 94.21 | -0.08% | 32.92K | -9.58% | 2.98M | 39.47 | 0.15% |
| 105 | DV | DoubleVerify Ho... | 14.35 | -2.02% | 147.34K | -10.83% | 2.83M | 33.67 | 0.15% |
| 106 | IVOO | Vanguard S&P Mi... | 102.22 | -0.93% | 25.68K | +100.00% | 2.71M | 105.5 | 0.14% |
| 107 | VWO | Vanguard Emergi... | 48.28 | -1.13% | 61.58K | +14.49% | 2.69M | 40.65 | 0.14% |
| 108 | PG | The Procter & G... | 158.46 | -1.5% | 16.16K | -9.37% | 2.67M | 121.35 | 0.14% |
| 109 | BUD | Anheuser-Busch ... | 70.45 | -1.1% | 52.85K | -13.57% | 2.61M | 100.64 | 0.13% |
| 110 | WEC | WEC Energy Grou... | 103.99 | -0.15% | 27.22K | -9.21% | 2.57M | 82.24 | 0.13% |
| 111 | DGRO | iShares Core Di... | 62.20 | -0.9% | 35.05K | +100.00% | 2.15M | 61.34 | 0.11% |
| 112 | NVDA | NVIDIA Corporat... | 144.07 | -0.43% | 15.89K | -4.4% | 2.11M | 45.46 | 0.11% |
| 113 | TXN | Texas Instrumen... | 197.70 | -0.76% | 9.91K | -9.42% | 1.87M | 110.17 | 0.10% |
| 114 | ADC | Agree Realty Co... | 74.56 | +1.15% | 26K | -23.17% | 1.83M | 64.35 | 0.09% |
| 115 | VB | Vanguard Small ... | 230.11 | -0.97% | 7.45K | +10.65% | 1.79M | 206.66 | 0.09% |
| 116 | BLX | Banco Latinoame... | 42.60 | -0.4% | 43.28K | +100.00% | 1.6M | 35.57 | 0.08% |
| 117 | CRH | CRH plc | 89.83 | -0.75% | 17.1K | -9.35% | 1.58M | 72.96 | 0.08% |
| 118 | MUB | iShares Nationa... | 104.08 | +0.11% | 14.84K | +100.00% | 1.56M | 106.55 | 0.08% |
| 119 | USB | U.S. Bancorp | 42.69 | -1.08% | 32.1K | -9.08% | 1.55M | 35.53 | 0.08% |
| 120 | TSLA | Tesla, Inc. | 316.28 | -3.9% | 3.58K | +88.47% | 1.43M | 326.19 | 0.07% |
| 121 | KVUE | Kenvue Inc. | 21.45 | -0.95% | 64.25K | -9.3% | 1.37M | 20.08 | 0.07% |
| 122 | KO | The Coca-Cola C... | 69.60 | -1.31% | 20.31K | -9.2% | 1.26M | 49.25 | 0.07% |
| 123 | AOA | iShares Core Ag... | 80.94 | -0.85% | 15.83K | +100.00% | 1.21M | 76.61 | 0.06% |
| 124 | VNQ | Vanguard Real E... | 89.56 | -0.38% | 13.47K | +5.75% | 1.19M | 82.46 | 0.06% |
| 125 | JNJ | Johnson & Johns... | 152.38 | -1.83% | 8.04K | -14.05% | 1.16M | 164.45 | 0.06% |
| 126 | SPTS | SPDR Portfolio ... | 29.14 | +0.09% | 38.09K | +100.00% | 1.1M | 29.01 | 0.06% |
| 127 | SBUX | Starbucks Corpo... | 91.60 | -2.01% | 4.4K | -95.24% | 402.82K | 50.28 | 0.02% |
| 128 | SMH | VanEck Semicond... | 261.58 | -0.68% | 900 | +100.00% | 218.87K | 243.19 | 0.01% |
| 129 | UUUU | Energy Fuels In... | 5.89 | +1.55% | 10K | +100.00% | 51.27K | 5.13 | < 0.01% |