MF

Motley Fool Asset Management LLC

13F
Motley Fool Asset Management LLC
Last update 2024-11-15 206 Stocks (9 new)
Value $1.68 Bil Turnover 9 %
Countries:
Top Holdings: AAPL(6.28%)MSFT(5.72%)NVDA(5.11%)AMZN(4.86%)GOOG(4.62%)
Summary Stock Picks Current Portfolio
Motley Fool Asset Management L... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
465,026
105,193.5
+21.39%
6.280
+1.11%
0.000
-0.83%
-8.16%
3,458,410.3
Hardware
MSFT 		Microsoft Corp
227,715
95,797.4
+22.65%
5.720
+1.06%
0.000
+3.16%
+1.79%
3,189,786.9
Software
NVDA 		NVIDIA Corp
732,104
85,656.2
+19.14%
5.110
+0.82%
0.000
+0.58%
+2.55%
3,372,517.9
Semiconductors
AMZN 		Amazon.com Inc
439,669
81,395.9
+15.06%
4.860
+0.64%
0.000
+20.48%
+2.99%
2,375,761.6
Retail - Cyclical
GOOG 		Alphabet Inc
459,632
77,411.2
+12.57%
4.620
+0.52%
0.000
+20.22%
+3.73%
2,407,813.7
Interactive Media
META 		Meta Platforms Inc
80,042
46,141.8
-4.80%
2.750
-0.14%
0.000
+6.30%
+4.66%
1,546,930.8
Interactive Media
AXON 		Axon Enterprise Inc
108,966
43,501.4
-8.05%
2.600
-0.19%
0.140
+36.69%
-0.07%
45,286.9
Aerospace & Defense
BRK.B 		Berkshire Hathaway Inc
86,878
39,738.9
+3.64%
2.370
+0.08%
0.000
+0.45%
+3.24%
1,009,553.9
Insurance
MA 		Mastercard Inc
74,153
36,808.1
+0.41%
2.200
+0.01%
0.010
+2.28%
-0.21%
481,585.9
Credit Services
LLY 		Eli Lilly and Co
39,005
34,499.1
+4.21%
2.060
+0.08%
0.000
-20.74%
-5.99%
652,651.4
Drug Manufacturers

Motley Fool Asset Management LLC's Historical Top Holdings Breakdowns

Motley Fool Asset Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LLY 		Eli Lilly and Co2024-06-30New Buy
+2.31%
●
724.87 ($799.92) 909.04
$725.72
-9.28%
New holding
37,430
37,430
YUMC 		Yum China Holdings Inc2023-03-31New Buy
+1.79%
●
56.42 ($60.37) 63.83
$44.65
-26.04%
New holding
255,574
255,574
MELI 		MercadoLibre Inc2023-03-31New Buy
+1.73%
●
826.11 ($1137.53) 1318.06
$1,836.00
61.40%
New holding
11,885
11,885
WMT 		Walmart Inc2024-09-30New Buy
+1.72%
●
66.91 ($73.44) 81.4
$91.94
25.19%
New holding
354,716
354,716
ICLR 		Icon PLC2023-12-31Reduce
-1.70%
●
222.83 ($258.75) 285.76
$198.11
-23.44%
Reduce -50.64%
81,812
-83,924
ICLR 		Icon PLC2023-09-30Add
+1.63%
●
236.44 ($252.02) 265.62
$198.11
-21.39%
Add 94.43%
165,736
80,492
MDT 		Medtronic PLC2023-12-31Sold Out
-1.49%
●
69.43 ($76.21) 83.43
$88.08
15.58%
Sold Out
0
-230,644
SWAV Unlock Delisted Shockwave Medical Inc2024-06-30Sold Out
-1.38%
●
319.93 ($329.09) 334.83
$334.75
1.72%
Sold Out
0
-61,960
WCN 		Waste Connections Inc2023-12-31Reduce
-1.36%
●
127.88 ($137.36) 149.27
$178.24
29.76%
Reduce -50.64%
119,886
-122,990
WCN 		Waste Connections Inc2023-09-30Add
+1.30%
●
134.3 ($139.88) 145.25
$178.24
27.42%
Add 94.41%
242,876
117,946

Motley Fool Asset Management LLC Total Holding History ($B)

To

Motley Fool Asset Management LLC's Asset Allocation

To

Motley Fool Asset Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Motley Fool Asset Management LLC's Hypothetical Growth since 2024-09-30

Motley Fool Asset Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Motley Fool Asset Management LLC's Holdings Heat Map

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Motley Fool Asset Management LLC's Holdings Bubble Chart

Motley Fool Asset Management LLC News

  • 1

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