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 …

CouponFollow Extension

$278646502
OFF

MOTIVE WEALTH ADVISORS Top 13F Holdings - WhaleWisdom.com

3 weeks from now

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

12%
OFF

Motive Wealth Advisors 13F Portfolio - Hedgefollow.com

3 weeks from now

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

hedgefollow.com

$186
OFF

MOTIVE WEALTH ADVISORS - Hedge Fund 13F Holdings

3 weeks from now

Jan 21, 2025 · MOTIVE WEALTH ADVISORS is a hedge fund with $186.2 Millions invested in stocks. Its top stocks are VEA, IJR, VIG as per latest 13F stock holdings.

grufity.com

$186
OFF

Motive Wealth Advisors 13F Filings

3 weeks from now

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 ADVISORS 13F Portfolio …

13f.info

$186.19
OFF

Motive Wealth Advisors 13F Filings - Sensamarket.com

3 weeks from now

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

sensamarket.com

$186
OFF

Motive Wealth Advisors Q4 2024 13F Top Portfolio Holdings

3 weeks from now

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
OFF

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

3 weeks from now

MOTIVE WEALTH ADVISORS reported 75 stock holdings with total value $186M as of Q4 2024. Top holdings included VEA, IVV, VIG, QUAL, and SCHB. Open main menu. PortfolioSavvy ...

portfoliosavvy.com

81%
OFF

MOTIVE WEALTH ADVISORS Current Portfolio, 13F Holdings

3 weeks from now

Past Performances and the history of Asset Under Management MOTIVE WEALTH ADVISORS. Current Holdings: 65Stocks Top holdings: VEA(8.81%) IVV(7.79%) VIG(7.37%) QUAL(6.78%) …

gurufocus.com

$166
OFF

MOTIVE WEALTH ADVISORS Portfolio Filings

3 weeks from now

MOTIVE WEALTH ADVISORS 13F Portfolio Filings Latest 13F report Q2 2024 - Jul 22, 2024. Value $ $166M Signature - Title Aryn Sands - Agent Location 525 W Merrill St, Birmingham, …

portfoliosavvy.com

48%
OFF

Motive Wealth Advisors 13F Filings And Top Holdings And Stakes

3 weeks from now

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 …

stockzoa.com

2%
OFF

Invesco QQQ (NASDAQ:QQQ) Holdings Boosted By U.S. Capital …

3 weeks from now

20 hours ago · The fund owned 78,353 shares of the exchange traded fund's stock after buying an additional 12,240 shares during the quarter. Invesco QQQ accounts for 1.2% of U.S. …

marketbeat.com