HoldingsChannel.com
Motive Wealth Advisors Top Holdings
As of  09/30/2022, below is a summary of the Motive Wealth Advisors top holdings by largest position size, as per the latest 13f filing made by Motive Wealth Advisors. In the Motive Wealth Advisors-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Motive Wealth Advisors in that top holding, then the share count change between reporting periods, and finally the Motive Wealth Advisors top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
VANGUARD TAX MANAGED FDS (VEA) 322,812 +60,593 $11,737
     VEA322,812+60,593$11,737
VANGUARD SPECIALIZED FUNDS (VIG) 73,655 +5,989 $9,955
     VIG73,655+5,989$9,955
ISHARES TR (IVV) 24,936 UNCH $8,943
     IVV24,936UNCH$8,943
ISHARES TR (IEFA) 144,987 +40,703 $7,636
     IEFA144,987+40,703$7,636
ISHARES TR (QUAL) 72,259 +17,850 $7,511
     QUAL72,259+17,850$7,511
SCHWAB STRATEGIC TR 159,916 UNCH $6,715
     SCHB159,916UNCH$6,715
ISHARES TR (MUB) 60,545 +8,080 $6,211
     MUB60,545+8,080$6,211
ISHARES TR (AGG) 62,035 +16,164 $5,976
     AGG62,035+16,164$5,976
SPDR SER TR (SPYV) 149,742 +7,068 $5,165
     SPYV149,742+7,068$5,165
SPDR SER TR (SPYG) 98,128 +6,912 $4,916
     SPYG98,128+6,912$4,916
ISHARES TR (IUSV) 75,518 +9,524 $4,728
     IUSV75,518+9,524$4,728
ISHARES TR (IUSG) 56,915 +7,482 $4,563
     IUSG56,915+7,482$4,563
VANGUARD MUN BD FDS (VTEB) 94,039 +44,697 $4,527
     VTEB94,039+44,697$4,527
VANGUARD BD INDEX FDS (BND) 56,480 -1,532 $4,029
     BND56,480-1,532$4,029
VANGUARD INTL EQUITY INDEX F (VWO) 80,980 +16,075 $2,955
     VWO80,980+16,075$2,955
GOLDMAN SACHS ETF TR (GBIL) 26,400 +26,400 $2,636
     GBIL26,400+26,400$2,636
ISHARES INC (IEMG) 50,649 +11,891 $2,177
     IEMG50,649+11,891$2,177
SCHWAB STRATEGIC TR 77,095 -14,626 $2,169
     SCHF77,095-14,626$2,169
APPLE INC 11,734 +5,543 $1,622
     AAPL11,734+5,543$1,622
MICROSOFT CORP 5,756 +2,814 $1,341
     MSFT5,756+2,814$1,341
ISHARES TR (IJH) 5,694 UNCH $1,248
     IJH5,694UNCH$1,248
VANGUARD SCOTTSDALE FDS (VONG) 20,127 +1,705 $1,091
     VONG20,127+1,705$1,091
VANGUARD SCOTTSDALE FDS (VONV) 17,807 -158 $1,063
     VONV17,807-158$1,063
ISHARES TR (IWV) 4,711 UNCH $975
     IWV4,711UNCH$975
SCHWAB STRATEGIC TR 15,974 -32 $967
     SCHM15,974-32$967
ISHARES TR (IJR) 9,004 UNCH $785
     IJR9,004UNCH$785
AMAZON COM INC 6,816 +3,744 $770
     AMZN6,816+3,744$770
VANGUARD INDEX FDS (VTV) 5,527 -2,498 $682
     VTV5,527-2,498$682
VANGUARD INDEX FDS (VUG) 3,022 -1,308 $647
     VUG3,022-1,308$647
SPDR SER TR (SLYV) 8,127 +2,251 $546
     SLYV8,127+2,251$546
SPDR SER TR (SLYG) 7,909 +2,321 $539
     SLYG7,909+2,321$539
TESLA INC 1,977 +1,977 $524
     TSLA1,977+1,977$524
ALPHABET INC 4,737 +4,597 $453
     GOOGL4,737+4,597$453
UNITEDHEALTH GROUP INC 816 +388 $412
     UNH816+388$412
SCHWAB STRATEGIC TR 17,819 -4,775 $399
     SCHE17,819-4,775$399
JOHNSON & JOHNSON 2,359 +984 $385
     JNJ2,359+984$385
ALPHABET INC 3,932 +3,824 $378
     GOOG3,932+3,824$378
SPDR SER TR (MDYV) 6,470 +1,865 $374
     MDYV6,470+1,865$374
EXXON MOBIL CORP 4,187 +1,737 $366
     XOM4,187+1,737$366
BERKSHIRE HATHAWAY INC DEL      $349
     BRK.B1,306+503$349
JPMORGAN CHASE & CO 3,268 +1,129 $342
     JPM3,268+1,129$342
SPDR SER TR (MDYG) 5,650 +1,856 $341
     MDYG5,650+1,856$341
SCHWAB STRATEGIC TR 8,040 UNCH $340
     SCHX8,040UNCH$340
AMPHENOL CORP NEW 4,473 -3,979 $300
     APH4,473-3,979$300
PROCTER AND GAMBLE CO 2,274 +879 $287
     PG2,274+879$287
FIRST REP BK SAN FRANCISCO C 1,929 -3,566 $252
     FRC1,929-3,566$252
PEPSICO INC 1,478 +1,478 $241
     PEP1,478+1,478$241
PAYCHEX INC 2,097 -660 $235
     PAYX2,097-660$235
VISA INC 1,321 +1,321 $235
     V1,321+1,321$235
META PLATFORMS INC 1,699 +1,699 $231
     FB1,699+1,699$231

See Full List: All Stocks Held By Motive Wealth Advisors
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Motive Wealth Advisors

Size ($ in 1000's)
At 09/30/2022: $123,446
At 06/30/2022: $126,837

Motive Wealth Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Motive Wealth Advisors 13F filings. Link to 13F filings: SEC filings

Motive Wealth Advisors Top Holdings 13F Filings | www.HoldingsChannel.com

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