test

Kyle Wirth

@Motley Fool Asset Management Llc

Latest period2024 - Q3ReportedManaged Assets$1.692BTotal holdings209
Assets growth rate12.17%Assets growth rate (2-Q avg)4.88%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Motley Fool Asset Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 209 positions.

Assets under management

The assets under management (AUM) of Motley Fool Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.692B in assets, with a quarterly growth rate of 12.17% and a 2-quarter average growth rate of 4.88%. The portfolio is managed by Kyle Wirth, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TSLATesla Inc
Recent Activity
Increased 3.84%
1.97%
$33.173M
128,569 shares@ $258.02 avg price
COSTCostco Whsl Corp
Recent Activity
Increased 1.05%
1.91%
$32.195M
36,695 shares@ $877.38 avg price
AVGOBroadcom Inc
Recent Activity
Increased 876.16%
1.87%
$31.477M
187,958 shares@ $167.47 avg price
WMTWalmart Inc Com
Recent Activity
New Position
1.71%
$28.828M
354,716 shares@ $81.27 avg price
WSOWatsco Inc Com
Recent Activity
Decreased -1.97%
1.54%
$26.038M
52,528 shares@ $495.71 avg price
UNHUnitedhealth Group Inc Com
Recent Activity
Increased 3.61%
1.44%
$24.269M
41,606 shares@ $583.31 avg price
JPMJ P Morgan Chase Co Com
Recent Activity
Increased 2.7%
1.41%
$23.706M
114,500 shares@ $207.04 avg price
VVisa Inc Com Cl A
Recent Activity
Decreased -0.32%
1.41%
$23.704M
85,390 shares@ $277.6 avg price
CRMSalesforce Inc
Recent Activity
Decreased -0.66%
1.26%
$21.247M
78,440 shares@ $270.88 avg price
HDHome Depot Inc
Recent Activity
Increased 4.33%
1.13%
$18.971M
46,378 shares@ $409.06 avg price