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CIK: 0001877093
Total reported value
$243.2M
$243.2M
75 檔
27.1%
According to the latest 13F quarterly dataset, Motive Wealth Advisors managed an equity portfolio of $243.2M at the end of Q4 2024, spanning 75 distinct U.S. exchange-listed positions.
In Q4 2024, Motive Wealth Advisors displayed an active expansion posture, initiating 11 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.57% | -0.06% | +12.38% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.41% | +0.02% | -1.17% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.22% | -0.15% | +2.05% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 6.39% | +0.08% | +1.05% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 5.85% | +0.05% | +200.00% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.73% | -0.56% | -1.50% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.53% | -0.51% | +16.03% | |
| 8 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 4.33% | +0.19% | -6.04% | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.83% | +0.87% | — | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 3.76% | -0.21% | -0.63% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 3.41% | -0.33% | +2.69% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.25% | +0.06% | -18.39% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.99% | -0.13% | -12.44% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 2.70% | -0.26% | -2.02% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.40% | -0.02% | +9.16% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 2.04% | +0.03% | +13.87% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | +0.03% | +9.72% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.68% | -0.19% | +11.58% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.58% | -0.19% | -1.90% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.52% | +0.04% | -1.06% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.46% | -0.09% | +100.00% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | +0.01% | +11.67% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.97% | +0.02% | +6.37% | |
| 24 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.81% | +0.01% | -0.79% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.78% | — | -0.37% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.10% | +11.13% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.09% | +10.12% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | +0.05% | +1076.47% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.53% | +0.02% | +200.00% | |
| 30 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.52% | +0.01% | +13.16% | |
| 31 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.51% | +0.07% | +11.64% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.06% | +10.55% | |
| 33 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.46% | — | -2.22% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.06% | +11.18% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | -0.01% | +8.67% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.42% | +0.01% | -0.12% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.36% | +0.06% | +8.71% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.30% | -0.11% | +7.68% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.29% | +0.01% | +10.39% | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.29% | -0.03% | — | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.26% | -0.02% | +200.00% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.26% | +0.01% | -6.63% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.26% | -0.04% | +11.45% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.24% | -0.06% | +9.29% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.23% | -0.04% | +13.66% | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.23% | -0.02% | — | |
| 47 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.23% | — | -49.17% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.32% | EXIT | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.21% | -0.07% | +9.42% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.21% | +0.05% | +17.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +3.8% | NEW | New buy |
| 2 | AVGO | Broadcom Inc | +0.5% | +1076.47% | Add |
| 3 | TSLA | Tesla Inc | +0.5% | +6.37% | Add |
| 4 | AAPL | Apple Inc | +0.4% | +13.87% | Add |
| 5 | AGG | Ishares Core U.s. Aggregate | +0.2% | +16.03% | Add |
| 6 | AMZN | Amazon.com Inc | +0.1% | +11.67% | Add |
| 7 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 8 | WFC | Wells Fargo & Co | +0.1% | NEW | New buy |
| 9 | BAC | Bank Of America CORP | +0.1% | NEW | New buy |
| 10 | ACN | Accenture plc | +0.1% | NEW | New buy |
| 11 | ISRG | Intuitive Surgical Inc | +0.1% | NEW | New buy |
| 12 | GE | General Electric | +0.1% | NEW | New buy |
| 13 | NOW | Servicenow Inc | +0.1% | NEW | New buy |
| 14 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 15 | CAT | Caterpillar Inc | +0.1% | NEW | New buy |
| 16 | JNJ | Johnson & Johnson | +0.1% | NEW | New buy |
| 17 | NVDA | Nvidia CORP | +0.1% | +9.72% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +11.13% | Add |
| 19 | NFLX | Netflix Inc | +0.1% | +7.68% | Add |
| 20 | SLYV | Ss Spdr S&p 600 Sc Val ETF | +0.1% | +13.16% | Add |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +8.67% | Add |
| 22 | WMT | Walmart Inc | +0.1% | +9.29% | Add |
| 23 | CRM | Salesforce Inc | +0.1% | +24.77% | Add |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +10.55% | Add |
| 25 | V | Visa Inc-class A Shares | +0.1% | +10.39% | Add |
| 26 | MA | Mastercard Inc - A | 0% | +11.45% | Add |
| 27 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | 0% | +11.64% | Add |
| 28 | HD | Home Depot Inc | 0% | +14.99% | Add |
| 29 | GOOGL | Alphabet Inc-cl A | 0% | +10.12% | Add |
| 30 | GOOG | Alphabet Inc-cl C | 0% | +11.18% | Add |
| 31 | IWV | Ishares Russell 3000 ETF | 0% | -0.79% | Trim |
| 32 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +9.16% | Add |
| 33 | MSFT | Microsoft CORP | -0.1% | +11.58% | Add |
| 34 | CVX | Chevron CORP | -0.1% | EXIT | Sold out |
| 35 | VIG | Vanguard Dividend Apprec ETF | -0.2% | +2.05% | Add |
| 36 | VONV | Vanguard Russell 1000 Value | -0.2% | -42.44% | Trim |
| 37 | SCHB | Schwab US Broad Market ETF | -0.2% | +200.00% | Add |
| 38 | VONG | Vanguard Russell 1000 Growth | -0.2% | -49.17% | Trim |
| 39 | SCHF | Schwab Intl Equity ETF | -0.2% | +100.00% | Add |
| 40 | IEMG | Ishares Core Msci Emerging | -0.3% | -1.06% | Trim |
| 41 | VEA | Vanguard Ftse Developed ETF | -0.3% | +12.38% | Add |
| 42 | IUSV | Ishares Core S&p U.s. Value | -0.3% | -0.63% | Trim |
| 43 | BND | Vanguard Total Bond Market | -0.3% | +2.69% | Add |
| 44 | MUB | Ishares National Muni Bond E | -0.4% | -2.02% | Trim |
| 45 | IUSG | Ishares Core S&p U.s. Growth | -0.4% | -6.04% | Trim |
| 46 | IVV | Ishares Core S&p 500 ETF | -0.4% | -1.17% | Trim |
| 47 | QUAL | Ishares Msci USA Quality Fac | -0.4% | +1.05% | Add |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.7% | -12.44% | Trim |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.8% | -18.39% | Trim |
| 50 | IEFA | Ishares Core Msci Eafe ETF | -1% | -1.50% | Trim |
According to official SEC Form 13F filings, Motive Wealth Advisors reported a total U.S. public equity portfolio value of $243.2M across 75 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEA, IVV, VIG) accounted for 27.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
SGOV
市值: $7.1M
Top Position Liquidated / Trimmed
CVX
前期市值: $213.0K
During Q4 2024, Motive Wealth Advisors's top holdings by market value included VEA (8.6%)、IVV (7.4%)、VIG (7.2%). The largest single position, VEA, represented 8.6% of total portfolio value.
In Q4 2024, Motive Wealth Advisors made 50 total portfolio adjustments, initiating 11 new buys, adding to 27 positions, trimming 11 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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