MOTIVE WEALTH ADVISORS Top 13F Holdings - WhaleWisdom.com

Motive Wealth Advisors is based out of Birmingham. Motive Wealth Advisors is a large advisory firm with 80 clients and discretionary assets under management (AUM) of $278,646,502 (Form …

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$278646502
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MOTIVE WEALTH ADVISORS Top 13F Holdings - WhaleWisdom.com

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Motive Wealth Advisors is based out of Birmingham. Motive Wealth Advisors is a large advisory firm with 80 clients and discretionary assets under management (AUM) of $278,646,502 (Form …

whalewisdom.com

$186
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Motive Wealth Advisors 13F Filings

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Motive Wealth Advisors reported 75 holdings with total value $186 M as of Q4 2024. Top holdings included VEA, IVV, VIG, QUAL, and SCHB. ... View on sec.gov. Holdings Value Quarter …

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$186.19
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Motive Wealth Advisors 13F Filings - Sensamarket.com

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Motive Wealth Advisors reported 75 holdings with total value $186.19M as of Q4 2024. Top holdings included VEA, IVV, VIG, QUAL. Motive Wealth Advisors reported 75 holdings with …

sensamarket.com

48%
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Motive Wealth Advisors 13F Filings And Top Holdings And Stakes

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Latest statistics and disclosures from Motive Wealth Advisors's latest quarterly 13F-HR filing: . Top 5 stock holdings are VEA, IVV, VIG, QUAL, IEFA, and represent 37.48% of Motive Wealth …

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$186
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Motive Wealth Advisors Q4 2024 13F Top Portfolio Holdings

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Oct 15, 2024 · Motive Wealth Advisors reported 75 holdings with total value $186 M as of Q4 2024. Top holdings included VEA, IVV, VIG, QUAL, and SCHB. MOTIVE WEALTH …

13f.info

$186
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$186Million MOTIVE WEALTH ADVISORS Q4 2024 13F Holdings …

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MOTIVE WEALTH ADVISORS reported 75 stock holdings with total value $186M as of Q4 2024. Top holdings included VEA, IVV, VIG, QUAL, and SCHB. ... 13F. Latest 13F Filings; All …

portfoliosavvy.com

$131
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Motive Wealth Advisors Q4 2022 13F Top Portfolio Holdings

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Motive Wealth Advisors reported 58 holdings with total value $131 M as of Q4 2022. Top holdings included VEA, VIG, IEFA, IVV, and QUAL. MOTIVE WEALTH ADVISORS Q4 2022 13F …

13f.info

12%
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Motive Wealth Advisors Portfolio | Motive Wealth Advisors 13F …

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Fund Portfolio Manager Performance 24Q4 AUM # of Holdings Performance Rank Allocation ; Motive Wealth Advisors: Motive Wealth Advisors-2.12%: $186193000

hedgefollow.com

$123
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Motive Wealth Advisors Q3 2022 13F Top Portfolio Holdings

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Motive Wealth Advisors reported 60 holdings with total value $123 M as of Q3 2022. Top holdings included VEA, VIG, IVV, IEFA, and QUAL. MOTIVE WEALTH ADVISORS ... Num holdings 60 …

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$148
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Motive Wealth Advisors Q3 2021 13F Top Portfolio Holdings

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Motive Wealth Advisors reported 75 holdings with total value $148 M as of Q3 2021. Top holdings included IVV, VEA, VIG, SCHB, and MUB. MOTIVE WEALTH ADVISORS Q3 2021 13F …

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