HoldingsChannel.com
All Stocks Held By Motive Wealth Advisors
As of  12/31/2022, we find all stocks held by Motive Wealth Advisors to be as follows, presented in the table below with each row detailing each Motive Wealth Advisors position, ordered by largest to smallest position size. The all-stocks-held-by-Motive Wealth Advisors table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Motive Wealth Advisors as of the latest filing.

   EntityAmountChange
 09/30/2022 to 12/31/2022
Position Size
($ in 1000's)
VANGUARD TAX MANAGED FDS (VEA) 289,005 -33,807 $12,130
     VEA289,005-33,807$12,130
VANGUARD SPECIALIZED FUNDS (VIG) 74,062 +407 $11,246
     VIG74,062+407$11,246
ISHARES TR (IEFA) 179,796 +34,809 $11,083
     IEFA179,796+34,809$11,083
ISHARES TR (IVV) 24,321 -615 $9,345
     IVV24,321-615$9,345
ISHARES TR (QUAL) 74,762 +2,503 $8,520
     QUAL74,762+2,503$8,520
SCHWAB STRATEGIC TR 159,916 UNCH $7,166
     SCHB159,916UNCH$7,166
ISHARES TR (IUSV) 84,799 +9,281 $5,989
     IUSV84,799+9,281$5,989
ISHARES TR (MUB) 55,004 -5,541 $5,804
     MUB55,004-5,541$5,804
ISHARES TR (AGG) 59,032 -3,003 $5,726
     AGG59,032-3,003$5,726
SPDR SER TR (SPYV) 142,501 -7,241 $5,542
     SPYV142,501-7,241$5,542
ISHARES TR (IUSG) 65,966 +9,051 $5,378
     IUSG65,966+9,051$5,378
SPDR SER TR (SPYG) 97,488 -640 $4,940
     SPYG97,488-640$4,940
VANGUARD BD INDEX FDS (BND) 60,381 +3,901 $4,338
     BND60,381+3,901$4,338
VANGUARD MUN BD FDS (VTEB) 69,083 -24,956 $3,419
     VTEB69,083-24,956$3,419
ISHARES INC (IEMG) 63,749 +13,100 $2,977
     IEMG63,749+13,100$2,977
VANGUARD INTL EQUITY INDEX F (VWO) 72,649 -8,331 $2,832
     VWO72,649-8,331$2,832
SCHWAB STRATEGIC TR 77,105 +10 $2,484
     SCHF77,105+10$2,484
APPLE INC 12,372 +638 $1,607
     AAPL12,372+638$1,607
MICROSOFT CORP 5,894 +138 $1,413
     MSFT5,894+138$1,413
ISHARES TR (IJH) 5,684 -10 $1,375
     IJH5,684-10$1,375
GOLDMAN SACHS ETF TR (GBIL) 10,983 -15,417 $1,095
     GBIL10,983-15,417$1,095
SCHWAB STRATEGIC TR 15,974 UNCH $1,048
     SCHM15,974UNCH$1,048
ISHARES TR (IWV) 4,599 -112 $1,015
     IWV4,599-112$1,015
VANGUARD SCOTTSDALE FDS (VONG) 17,652 -2,475 $973
     VONG17,652-2,475$973
VANGUARD SCOTTSDALE FDS (VONV) 13,651 -4,156 $909
     VONV13,651-4,156$909
ISHARES TR (IJR) 8,536 -468 $808
     IJR8,536-468$808
SPDR SER TR (SLYV) 8,795 +668 $653
     SLYV8,795+668$653
SPDR SER TR (SLYG) 8,641 +732 $624
     SLYG8,641+732$624
BERKSHIRE HATHAWAY INC DEL      $558
     BRK.B1,808+502$558
AMAZON COM INC 6,393 -423 $537
     AMZN6,393-423$537
VANGUARD INDEX FDS (VTV) 3,446 -2,081 $484
     VTV3,446-2,081$484
UNITEDHEALTH GROUP INC 902 +86 $478
     UNH902+86$478
EXXON MOBIL CORP 4,277 +90 $472
     XOM4,277+90$472
JOHNSON & JOHNSON 2,490 +131 $440
     JNJ2,490+131$440
ALPHABET INC 4,954 +217 $437
     GOOGL4,954+217$437
VANGUARD INDEX FDS (VUG) 2,011 -1,011 $429
     VUG2,011-1,011$429
SCHWAB STRATEGIC TR 16,411 -1,408 $388
     SCHE16,411-1,408$388
JPMORGAN CHASE & CO 2,803 -465 $376
     JPM2,803-465$376
SPDR SER TR (MDYV) 5,637 -833 $365
     MDYV5,637-833$365
SCHWAB STRATEGIC TR 8,040 UNCH $363
     SCHX8,040UNCH$363
ALPHABET INC 3,883 -49 $345
     GOOG3,883-49$345
ABBVIE INC 2,098 +586 $339
     ABBV2,098+586$339
SPDR SER TR (MDYG) 5,142 -508 $336
     MDYG5,142-508$336
PROCTER AND GAMBLE CO 2,145 -129 $325
     PG2,145-129$325
MERCK & CO INC 2,860 +380 $317
     MRK2,860+380$317
PEPSICO INC 1,717 +239 $310
     PEP1,717+239$310
CHEVRON CORP NEW 1,674 +178 $300
     CVX1,674+178$300
LILLY ELI & CO 801 +91 $293
     LLY801+91$293
MASTERCARD INCORPORATED 834 +834 $290
     MA834+834$290
PFIZER INC 5,612 +479 $288
     PFE5,612+479$288
NVIDIA CORPORATION 1,882 +1,882 $275
     NVDA1,882+1,882$275
VISA INC 1,316 -5 $273
     V1,316-5$273
HOME DEPOT INC 814 +45 $257
     HD814+45$257
WALMART INC 1,756 +1,756 $249
     WMT1,756+1,756$249
MCDONALDS CORP 893 -40 $235
     MCD893-40$235
BANK AMERICA CORP 6,817 +6,817 $226
     BAC6,817+6,817$226
CISCO SYS INC 4,383 +4,383 $209
     CSCO4,383+4,383$209
AON PLC 668 -124 $200
     AON668-124$200
AMPHENOL CORP NEW $0 (exited)
     APH0-4,473$0
BROWN & BROWN INC $0 (exited)
     BRO0-3,673$0
META PLATFORMS INC $0 (exited)
     FB0-1,699$0
FIRST REP BK SAN FRANCISCO C $0 (exited)
     FRC0-1,929$0
COCA COLA CO $0 (exited)
     KO0-4,082$0
PAYCHEX INC $0 (exited)
     PAYX0-2,097$0
TESLA INC 0 -1,977 $0 (exited)
     TSLA0-1,977$0

See Summary: Motive Wealth Advisors Top Holdings
See Details: Top 10 Stocks Held By Motive Wealth Advisors

EntityShares/Amount
Change
Position Value
Change
MA +834+$290
NVDA +1,882+$275
WMT +1,756+$249
BAC +6,817+$226
CSCO +4,383+$209
EntityShares/Amount
Change
Position Value
Change
TSLA -1,977-$524
APH -4,473-$300
FRC -1,929-$252
PAYX -2,097-$235
FB -1,699-$231
KO -4,082-$229
BRO -3,673-$222
EntityShares/Amount
Change
Position Value
Change
IEFA +34,809+$3,447
IEMG +13,100+$800
IUSV +9,281+$1,261
IUSG +9,051+$815
BND +3,901+$309
QUAL +2,503+$1,009
SLYG +732+$85
SLYV +668+$107
AAPL +638-$15
ABBV +586+$136
EntityShares/Amount
Change
Position Value
Change
VEA -33,807+$393
VTEB -24,956-$1,108
GBIL -15,417-$1,541
VWO -8,331-$123
SPYV -7,241+$377
MUB -5,541-$407
VONV -4,156-$154
AGG -3,003-$250
VONG -2,475-$118
Size ($ in 1000's)
At 12/31/2022: $130,833
At 09/30/2022: $123,446

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

All Stocks Held By Motive Wealth Advisors | www.HoldingsChannel.com

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