Motley Fool Wealth Management, LLC
Top Portfolio Positions
95 positions ·
$626,859,567 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
197,831 | $41,202,262 | 6.57% | |
| META |
Meta Platforms, Inc.
Communication Services
|
54,454 | $31,154,767 | 4.97% | |
| NFLX |
Netflix Inc
Communication Services
|
314,717 | $30,260,039 | 4.83% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
12,085 | $20,895,206 | 3.33% | |
| MA |
Mastercard Inc
Financial Services
|
38,418 | $19,195,937 | 3.06% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
42,836 | $19,127,987 | 3.05% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
4,363 | $18,369,625 | 2.93% | |
| EQIX |
Equinix Inc
Real Estate
|
18,202 | $17,842,328 | 2.85% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
32,993 | $16,217,049 | 2.59% | |
| CRM |
Salesforce, Inc.
Technology
|
78,533 | $14,659,755 | 2.34% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ALRM
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,778,174 | 87,478 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,967,962 | 116,973 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,292,767 | 137,392 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,727,506 | 154,278 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $12,640,062 | 227,135 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $15,024,652 | 247,116 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $14,345,408 | 262,400 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,225,058 | 271,090 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $19,310,283 | 266,459 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $17,346,398 | 268,437 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $17,031,953 | 278,573 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $14,602,855 | 282,563 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $14,631,429 | 290,999 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $14,482,548 | 292,695 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $20,654,083 | 318,441 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,291,873 | 328,029 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $22,687,915 | 341,377 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $29,159,543 | 343,822 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $27,740,795 | 354,787 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $30,361,646 | 358,461 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $31,311,799 | 362,489 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $37,616,695 | 363,622 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $19,871,380 | 359,663 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $21,091,312 | 325,433 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $12,122,410 | 311,550 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||