Motive Wealth Advisors Q4 2024 13F Top Portfolio Holdings

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

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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

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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.

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$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

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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

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MOTIVE WEALTH ADVISORS - Hedge Fund 13F Holdings

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Jan 21, 2025 · In it's latest 13F Holdings report, MOTIVE WEALTH ADVISORS reported an equity portfolio of $186.2 Millions as of 31 Dec, 2024. The top stock holdings of MOTIVE WEALTH …

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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 IEFA , VEA , SCHB , VIG , QUAL , and represent 42.42% of Motive …

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Motive Wealth Advisors Q1 2024 13F Top Portfolio Holdings

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Motive Wealth Advisors reported 71 holdings with total value $165 M as of Q1 2024. Top holdings included VEA, IVV, VIG, IEFA, and QUAL

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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 …

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$86.7Million MOTIVE WEALTH ADVISORS Q4 2023 13F Holdings …

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MOTIVE WEALTH ADVISORS reported 43 stock holdings with total value $86.7M as of Q4 2023. Top holdings included SCHB, IEFA, VIG, VEA, and QUAL.

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FAQs about Motive Wealth Advisors Q4 2024 13F Top Portfolio Holdings Coupon?

What is Baillie Gifford's 13F portfolio worth?

Baillie Gifford's 13F portfolio value decreased from ~$134B to ~$130B, with top holdings in Amazon, MercadoLibre, NVIDIA, Shopify, and Spotify. Significant stake increases were made in SEA Ltd., PDD Holdings, Microsoft, NU Holdings, DataDog, AppLovin, and e.l.f. Beauty. ...

How did Nu holdings perform in Q1 2024?

This quarter saw a ~5% stake increase. NU Holdings (NU): The 1.79% NU position saw a ~48% increase during Q1 2024 at prices between $8.09 and $12.25. That was followed by a ~10% increase in the next quarter at prices between $10.48 and $12.92. The last quarter also saw a ~13% stake increase at prices between $10.71 and $15.14. ...

How did meta platforms perform in Q4 2023?

The position was increased by 22% during Q4 2023 at prices between $15.17 and $18.11. That was followed by a ~16% increase in the next quarter at prices between $13.84 and $19.62. The last two quarters saw trimming. Meta Platforms (META): The 2.65% stake in META was increased by 12% during Q3 2023 at prices between ~$283 and ~$325. ...

How can 13F help DIY investors generate Absolute Returns?

Focused on analyzing 13F reports & building tools to help DIY investors generate absolute returns through exploiting inefficiency, volatility, and momentum. Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMZN, NVDA, CPNG, META, TSLA, GOOGL either through stock ownership, options, or other derivatives. ...

Who owns advisors Capital Management?

The merged firm became Advisors Capital Management, and it remains majority-owned by Lieberman. The firm’s senior economic advisor is Dr. Alan Greenspan, who served as the chairman of the U.S. Federal Reserve from 1987 to 2006. Advisors Capital Management provides most of the services that typical financial advisor firms do. ...