Long-term investor
Motive Wealth Advisors @motivewealthadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001877093).
Record
- Tracked since 2025-06-30 (449 days), 59 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +14.3% · 1 year n/a · all +29.7%
- Max drawdown n/a · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921943858 · 10.4% · long · since 2025-06-30
- 464287200 · 6.9% · long · since 2025-06-30
- 921908844 · 6.8% · long · since 2025-06-30
- 46432F339 · 6.5% · long · since 2025-06-30
- 464287226 · 6.2% · long · since 2025-06-30
- 46432F842 · 5.8% · long · since 2025-06-30
- 808524102 · 5.6% · long · since 2025-06-30
- 46436E718 · 4.1% · long · since 2025-06-30
- 464287671 · 3.7% · long · since 2025-06-30
- 464287663 · 3.4% · long · since 2025-06-30
- 922042858 · 2.7% · long · since 2025-06-30
- 921937835 · 2.2% · long · since 2025-06-30