MF
| |
Motley Fool Wealth Management, LLC13F | |
| Motley Fool Wealth Management, LLC | |
| Last update 2025-05-12 | 125 Stocks (4 new) |
| Value $1.69 Bil | Turnover 5 % |
Motley Fool Wealth Management,... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN | Amazon.com Inc | 409,975 | 78,001.9 | -12.55% | 4.610 | -0.67% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
META | Meta Platforms Inc | 128,478 | 74,049.6 | -12.36% | 4.380 | -0.55% | 0.010 | +37.26% | +22.08% | 1,794,173.6 | Interactive Media | |
BKNG | Booking Holdings Inc | 12,605 | 58,074.2 | -12.00% | 3.430 | -0.44% | 0.040 | +21.46% | +15.89% | 186,661.8 | Travel & Leisure | |
GOOG | Alphabet Inc | 348,109 | 54,385.1 | -12.05% | 3.220 | -0.47% | 0.000 | +21.57% | +0.80% | 2,309,505.8 | Interactive Media | |
MELI | MercadoLibre Inc | 24,739 | 48,264.1 | -12.44% | 2.850 | -0.31% | 0.050 | +11.89% | +40.81% | 121,391.3 | Retail - Cyclical | |
NFLX | Netflix Inc | 50,570 | 47,158.5 | -12.19% | 2.790 | -0.32% | 0.010 | +12.12% | +32.03% | 500,044.8 | Media - Diversified | |
MA | Mastercard Inc | 81,170 | 44,491.2 | -11.80% | 2.630 | -0.30% | 0.010 | +6.20% | +7.22% | 510,423.9 | Credit Services | |
BSCP |
Invesco BulletShares 2025 Corporate Bond ETF
Invesco BulletShares 2025 Corporate Bond ETF
| 2,053,473 | 42,465.8 | -20.72% | 2.510 | -0.58% | 1.200 | +1.13% | +2.55% | 3,218.3 | ||
CRM | Salesforce Inc | 157,613 | 42,297.2 | -12.48% | 2.500 | -0.39% | 0.020 | +6.85% | -19.82% | 255,462.3 | Software | |
BSCS |
Invesco BulletShares 2028 Corporate Bond ETF
Invesco BulletShares 2028 Corporate Bond ETF
| 1,610,344 | 32,770.5 | +124.65% | 1.940 | +1.08% | 1.300 | +2.13% | +4.17% | 2,644.0 |
Motley Fool Wealth Management, LLC's Historical Top Holdings Breakdowns
Motley Fool Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IBDU |
iShares iBonds Dec 2029 Term Corporate ETF
iShares iBonds Dec 2029 Term Corporate ETF
| 2025-03-31 | New Buy New Buy | +1.11% | 22.61 ($22.93) 23.14 | $23.26 | 1.44% | New holding | 813,572 | 813,572 | |
BSCS |
Invesco BulletShares 2028 Corporate Bond ETF
Invesco BulletShares 2028 Corporate Bond ETF
| 2025-03-31 | Add Add | +1.08% | 20.05 ($20.24) 20.4 | $20.42 | 0.89% | Add 124.65% | 1,610,344 | 893,519 | |
BSCQ |
Invesco BulletShares 2026 Corporate Bond ETF
Invesco BulletShares 2026 Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -0.95% | 19.42 ($19.48) 19.54 | $19.50 | 0.10% | Reduce -69.53% | 413,495 | -943,693 | |
CRWD | CrowdStrike Holdings Inc | 2025-03-31 | Sold Out Sold Out | -0.75% | 308.86 ($381.06) 455.36 | $461.52 | 21.11% | Sold Out | 0 | -41,949 | |
SHYG |
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
| 2025-03-31 | Add Add | +0.73% | 42.38 ($42.91) 43.28 | $43.07 | 0.37% | Add 83.08% | 640,052 | 290,455 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.71% | 507.05 ($540.58) 563.67 | $582.86 | 7.82% | Reduce -45.89% | 29,993 | -25,432 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.67% | 190.26 ($217) 242.06 | $228.29 | 5.20% | Reduce -12.55% | 409,975 | -58,815 | |
BSCP |
Invesco BulletShares 2025 Corporate Bond ETF
Invesco BulletShares 2025 Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -0.58% | 20.64 ($20.69) 20.73 | $20.67 | -0.10% | Reduce -20.72% | 2,053,473 | -536,710 | |
FN | Fabrinet | 2025-03-31 | New Buy New Buy | +0.56% | 183.66 ($218.21) 267.24 | $305.20 | 39.87% | New holding | 48,103 | 48,103 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -0.55% | 576.36 ($645.17) 736.67 | $713.58 | 10.60% | Reduce -12.36% | 128,478 | -18,119 |
Motley Fool Wealth Management, LLC Total Holding History ($B)
Motley Fool Wealth Management, LLC's Asset Allocation
Motley Fool Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Motley Fool Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Motley Fool Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Motley Fool Wealth Management, LLC's Holdings Heat Map
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Motley Fool Wealth Management, LLC's Holdings Bubble Chart
Motley Fool Wealth Management, LLC News
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