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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
IWV +4,544+$1,364
VONG +10,695+$927
VONV +9,920+$780
EFV +10,175+$554
MRK +2,854+$377
MDYG +4,281+$374
MCD +1,255+$354
IBM +1,840+$351
NFLX +571+$347
ABBV +1,870+$341
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
UNH -441-$232
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
VEA +141,903+$7,455
SPYV +50,230+$2,814
IEFA +46,932+$3,912
AGG +45,671+$4,426
VWO +42,916+$1,823
IUSV +39,398+$3,781
VTEB +33,387+$1,686
IUSG +33,339+$4,282
SPYG +33,221+$2,923
BND +26,503+$1,866
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
SCHX UNCH+$40
SCHM UNCH+$73
SCHB UNCH+$860
AVGO +144+$239
UNH +224+$97
LLY +285+$322
MA +332+$189
VTV +448+$95
VUG +472+$191
Motive Wealth Advisors Info
Size ($ in 1000's)
At 03/31/2024: $165,160
At 12/31/2023: $86,736

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
As of  03/31/2024, 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
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
VANGUARD TAX MANAGED FDS (VEA) 289,466 +141,903 $14,523
     VEA289,466+141,903$14,523
ISHARES TR (IVV) 23,719 +15,710 $12,470
     IVV23,719+15,710$12,470
VANGUARD SPECIALIZED FUNDS (VIG) 67,677 +24,906 $12,358
     VIG67,677+24,906$12,358
ISHARES TR (IEFA) 157,821 +46,932 $11,713
     IEFA157,821+46,932$11,713
ISHARES TR (QUAL) 68,689 +23,569 $11,289
     QUAL68,689+23,569$11,289
SCHWAB STRATEGIC TR 159,916 UNCH $9,763
     SCHB159,916UNCH$9,763
ISHARES TR (AGG) 81,864 +45,671 $8,018
     AGG81,864+45,671$8,018
ISHARES TR (IUSG) 61,863 +33,339 $7,251
     IUSG61,863+33,339$7,251
SPDR SER TR (SPYG) 94,139 +33,221 $6,886
     SPYG94,139+33,221$6,886
SPDR SER TR (SPYV) 135,993 +50,230 $6,813
     SPYV135,993+50,230$6,813
ISHARES TR (IUSV) 75,050 +39,398 $6,788
     IUSV75,050+39,398$6,788
VANGUARD BD INDEX FDS (BND) 90,491 +26,503 $6,572
     BND90,491+26,503$6,572
ISHARES TR (MUB) 51,481 +13,322 $5,539
     MUB51,481+13,322$5,539
VANGUARD INTL EQUITY INDEX F (VWO) 88,516 +42,916 $3,697
     VWO88,516+42,916$3,697
ISHARES INC (IEMG) 56,512 +19,675 $2,916
     IEMG56,512+19,675$2,916
SCHWAB STRATEGIC TR 73,460 +12,071 $2,866
     SCHF73,460+12,071$2,866
MICROSOFT CORP 6,681 +2,729 $2,811
     MSFT6,681+2,729$2,811
APPLE INC 13,516 +5,407 $2,318
     AAPL13,516+5,407$2,318
VANGUARD MUN BD FDS (VTEB) 41,537 +33,387 $2,102
     VTEB41,537+33,387$2,102
NVIDIA CORPORATION 2,298 +948 $2,076
     NVDA2,298+948$2,076
AMAZON COM INC 8,224 +3,516 $1,483
     AMZN8,224+3,516$1,483
ISHARES TR (IJH) 23,613 +21,630 $1,434
     IJH23,613+21,630$1,434
ISHARES TR (IWV) 4,544 +4,544 $1,364
     IWV4,544+4,544$1,364
META PLATFORMS INC 2,082 +754 $1,011
     META2,082+754$1,011
SCHWAB STRATEGIC TR 11,834 UNCH $964
     SCHM11,834UNCH$964
VANGUARD SCOTTSDALE FDS (VONG) 10,695 +10,695 $927
     VONG10,695+10,695$927
GOLDMAN SACHS ETF TR (GBIL) 8,741 +4,130 $882
     GBIL8,741+4,130$882
ALPHABET INC 5,750 +2,467 $868
     GOOGL5,750+2,467$868
SPDR SER TR (SLYG) 9,270 +4,528 $809
     SLYG9,270+4,528$809
SPDR SER TR (SLYV) 9,695 +4,592 $804
     SLYV9,695+4,592$804
VANGUARD SCOTTSDALE FDS (VONV) 9,920 +9,920 $780
     VONV9,920+9,920$780
ISHARES TR (IJR) 6,819 +4,685 $754
     IJR6,819+4,685$754
BERKSHIRE HATHAWAY INC DEL      $745
     BRK.B1,772+676$745
TESLA INC 3,843 +2,441 $676
     TSLA3,843+2,441$676
ELI LILLY & CO 801 +285 $623
     LLY801+285$623
JPMORGAN CHASE & CO 3,082 +1,231 $617
     JPM3,082+1,231$617
ALPHABET INC 3,795 +1,254 $578
     GOOG3,795+1,254$578
ISHARES TR (EFV) 10,175 +10,175 $554
     EFV10,175+10,175$554
BROADCOM INC 376 +144 $498
     AVGO376+144$498
VANGUARD INDEX FDS (VUG) 1,306 +472 $450
     VUG1,306+472$450
SCHWAB STRATEGIC TR 7,068 UNCH $439
     SCHX7,068UNCH$439
VISA INC 1,544 +660 $431
     V1,544+660$431
MASTERCARD INCORPORATED 851 +332 $410
     MA851+332$410
SCHWAB STRATEGIC TR 15,945 +2,300 $403
     SCHE15,945+2,300$403
EXXON MOBIL CORP 3,305 +1,276 $384
     XOM3,305+1,276$384
MERCK & CO INC 2,854 +2,854 $377
     MRK2,854+2,854$377
SPDR SER TR (MDYG) 4,281 +4,281 $374
     MDYG4,281+4,281$374
MCDONALDS CORP 1,255 +1,255 $354
     MCD1,255+1,255$354
INTERNATIONAL BUSINESS MACHS 1,840 +1,840 $351
     IBM1,840+1,840$351
NETFLIX INC 571 +571 $347
     NFLX571+571$347
VANGUARD INDEX FDS (VTV) 2,113 +448 $344
     VTV2,113+448$344
ABBVIE INC 1,870 +1,870 $341
     ABBV1,870+1,870$341
HOME DEPOT INC 887 +887 $340
     HD887+887$340
ADVANCED MICRO DEVICES INC 1,845 +1,845 $333
     AMD1,845+1,845$333
UNITEDHEALTH GROUP INC 665 +224 $329
     UNH665+224$329
SPDR SER TR (MDYV) 4,218 +4,218 $321
     MDYV4,218+4,218$321
COSTCO WHSL CORP NEW 414 +414 $303
     COST414+414$303
SALESFORCE INC 918 +918 $276
     CRM918+918$276
JOHNSON & JOHNSON 1,746 +1,746 $276
     JNJ1,746+1,746$276
PROCTER AND GAMBLE CO 1,663 +1,663 $270
     PG1,663+1,663$270
WALMART INC 4,491 +4,491 $270
     WMT4,491+4,491$270
ISHARES TR (EFA) 3,343 +3,343 $267
     EFA3,343+3,343$267
VANGUARD WELLINGTON FD (VFVA) 2,200 +2,200 $263
     VFVA2,200+2,200$263
ADOBE INC 504 +504 $254
     ADBE504+504$254
LINDE PLC 533 +533 $247
     LIN533+533$247
ACCENTURE PLC IRELAND 637 +637 $221
     ACN637+637$221
CHEVRON CORP NEW 1,390 +1,390 $219
     CVX1,390+1,390$219
EATON CORP PLC 678 +678 $212
     ETN678+678$212
GENERAL ELECTRIC CO 1,191 +1,191 $209
     GE1,191+1,191$209
PEPSICO INC 1,165 +1,165 $204
     PEP1,165+1,165$204
EXACT SCIENCES CORP 2,908 +2,908 $201
     EXAS2,908+2,908$201

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

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