Motley Fool Wealth Management, LLC Diversified Active

CIK: 0001607978 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 11, 2015

Total Value ($000): $624,578 (100.0% shares, 0.0% debt)

Holdings (159)

SBUX Starbucks Corp 3.9%
Value ($000) $24,344 Shares 454,049 Est. Cost $37.82 Unrealized +8.2%
META Facebook Inc 3.1%
Value ($000) $19,461 Shares 226,909 Est. Cost $77.30 Unrealized +4.9%
LinkedIn Corp 2.7%
Value ($000) $16,886 Shares 81,719 Est. Cost $229.44 Unrealized
AAPL Apple Inc 2.6%
Value ($000) $15,929 Shares 126,997 Est. Cost $25.99 Unrealized +9.8%
Guggenheim BulletShares 2022 Corporate Bond ETF 2.3%
Value ($000) $14,139 Shares 684,714 Est. Cost $21.06 Unrealized
Guggenheim BulletShares 2018 Corporate Bond ETF 2.2%
Value ($000) $13,893 Shares 653,471 Est. Cost $21.31 Unrealized
Guggenheim Bulletshares 2017 Corporate Bond ETF 2.2%
Value ($000) $13,828 Shares 607,843 Est. Cost $22.81 Unrealized
Guggenheim BulletShares 2020 Corporate Bond ETF 2.2%
Value ($000) $13,807 Shares 650,366 Est. Cost $21.42 Unrealized
Guggenheim BulletShares 2021 Corporate Bond ETF 2.2%
Value ($000) $13,799 Shares 662,149 Est. Cost $21.15 Unrealized
Guggenheim BulletShares 2019 Corporate Bond ETF 2.2%
Value ($000) $13,771 Shares 653,577 Est. Cost $21.22 Unrealized
Guggenheim Bulletshares 2016 Corporate Bond ETF 2.1%
Value ($000) $13,212 Shares 594,751 Est. Cost $22.23 Unrealized
MIDD Middleby Corp 2.1%
Value ($000) $13,160 Shares 117,258 Est. Cost $97.98 Unrealized +9.2%
AMZN Amazon.com Inc 2.0%
Value ($000) $12,206 Shares 28,118 Est. Cost $17.58 Unrealized +18.9%
Priceline Group Inc 1.9%
Value ($000) $11,731 Shares 10,189 Est. Cost $1152.65 Unrealized
MA MasterCard Inc 1.8%
Value ($000) $11,266 Shares 120,522 Est. Cost $78.51 Unrealized +9.7%
Whole Foods Market Inc 1.8%
Value ($000) $10,963 Shares 277,977 Est. Cost $48.29 Unrealized
BIDU Baidu Inc 1.7%
Value ($000) $10,895 Shares 54,725 Est. Cost $214.92 Unrealized
TRIP TripAdvisor Inc 1.6%
Value ($000) $10,153 Shares 116,510 Est. Cost $71.08 Unrealized +1.7%
Google Inc 1.6%
Value ($000) $10,070 Shares 19,346 Est. Cost $529.34 Unrealized
UAA Under Armour Inc 1.6%
Value ($000) $10,011 Shares 119,980 Est. Cost $36.39 Unrealized +11.2%
TSLA Tesla Motors Inc 1.5%
Value ($000) $9,094 Shares 33,900 Est. Cost $14.44 Unrealized +9.5%
AMT American Tower Corp 1.4%
Value ($000) $8,578 Shares 91,951 Est. Cost $74.40 Unrealized -1.9%
IPGP IPG Photonics Corp 1.3%
Value ($000) $8,042 Shares 94,419 Est. Cost $80.94 Unrealized +16.2%
CMG Chipotle Mexican Grill Inc 1.1%
Value ($000) $6,959 Shares 11,503 Est. Cost $13.12 Unrealized -3.6%
Panera Bread Co 1.0%
Value ($000) $6,551 Shares 37,483 Est. Cost $174.77 Unrealized
MKL Markel Corp 1.0%
Value ($000) $6,374 Shares 7,961 Est. Cost $695.48 Unrealized +11.8%
CTSH Cognizant Technology Solutions Corp 0.9%
Value ($000) $5,903 Shares 96,628 Est. Cost $48.09 Unrealized +15.7%
CMI Cummins Inc 0.9%
Value ($000) $5,837 Shares 44,490 Est. Cost $104.02 Unrealized -1.2%
Twitter Inc 0.9%
Value ($000) $5,719 Shares 157,906 Est. Cost $41.84 Unrealized
SolarCity Corp 0.9%
Value ($000) $5,554 Shares 103,719 Est. Cost $52.75 Unrealized
YELP Yelp Inc 0.8%
Value ($000) $5,302 Shares 123,214 Est. Cost $49.85 Unrealized -7.0%
ZG Zillow Group Inc 0.8%
Value ($000) $5,216 Shares 60,133 Est. Cost $29.18 Unrealized 0.0%
EWZS iShares MSCI Brazil Small-Cap ETF 0.8%
Value ($000) $5,096 Shares 463,277 Est. Cost $10.93 Unrealized
Express Scripts Holding Co 0.8%
Value ($000) $4,965 Shares 55,821 Est. Cost $86.33 Unrealized
SWGAY Swatch Group SA 0.8%
Value ($000) $4,872 Shares 250,881 Est. Cost $21.02 Unrealized
MDT Medtronic PLC 0.8%
Value ($000) $4,817 Shares 65,012 Est. Cost $58.80 Unrealized 0.0%
ORCL Oracle Corp 0.8%
Value ($000) $4,703 Shares 116,701 Est. Cost $35.54 Unrealized +4.1%
DIS Walt Disney Co 0.7%
Value ($000) $4,475 Shares 39,202 Est. Cost $90.98 Unrealized +9.9%
Colfax Corp 0.7%
Value ($000) $4,456 Shares 96,558 Est. Cost $47.41 Unrealized
Isis Pharmaceuticals Inc 0.7%
Value ($000) $4,419 Shares 76,789 Est. Cost $61.66 Unrealized
MELI MercadoLibre Inc 0.7%
Value ($000) $4,347 Shares 30,674 Est. Cost $128.71 Unrealized +8.9%
WFC Wells Fargo & Co 0.7%
Value ($000) $4,326 Shares 76,915 Est. Cost $39.55 Unrealized +4.6%
AmTrust Financial Services Inc 0.7%
Value ($000) $4,319 Shares 65,934 Est. Cost $57.29 Unrealized
ORLY O'Reilly Automotive Inc 0.7%
Value ($000) $4,297 Shares 19,014 Est. Cost $12.29 Unrealized +20.6%
PAREXEL International Corp 0.7%
Value ($000) $4,074 Shares 63,351 Est. Cost $58.74 Unrealized
BR Broadridge Financial Solutions Inc 0.6%
Value ($000) $4,041 Shares 80,804 Est. Cost $37.75 Unrealized +17.0%
Genomic Health Inc 0.6%
Value ($000) $3,995 Shares 143,757 Est. Cost $31.14 Unrealized
ALGN Align Technology Inc 0.6%
Value ($000) $3,970 Shares 63,309 Est. Cost $56.42 Unrealized +4.7%
GNTX Gentex Corp 0.6%
Value ($000) $3,863 Shares 235,243 Est. Cost $17.25 Unrealized +1.3%
Guggenheim Invest BulletShares 2017 HY Corp Bd ETF 0.6%
Value ($000) $3,833 Shares 145,151 Est. Cost $26.42 Unrealized
Guggenheim Invest BulletShares 2018 HY Corp Bd ETF 0.6%
Value ($000) $3,831 Shares 147,851 Est. Cost $25.94 Unrealized
Guggenheim Invest BulletShares 2016 HY Corp Bd ETF 0.6%
Value ($000) $3,818 Shares 145,144 Est. Cost $26.33 Unrealized
HDB HDFC Bank Ltd 0.6%
Value ($000) $3,799 Shares 62,768 Est. Cost $59.51 Unrealized
AIG American International Group Inc 0.6%
Value ($000) $3,659 Shares 59,195 Est. Cost $41.43 Unrealized +9.8%
PZZA Papa John's International Inc 0.6%
Value ($000) $3,654 Shares 48,322 Est. Cost $42.35 Unrealized +26.6%
NFLX Netflix Inc 0.6%
Value ($000) $3,559 Shares 5,418 Est. Cost $5.73 Unrealized +46.1%
LULU Lululemon Athletica Inc 0.6%
Value ($000) $3,554 Shares 54,426 Est. Cost $65.00 Unrealized 0.0%
Ultimate Software Group Inc 0.6%
Value ($000) $3,546 Shares 21,576 Est. Cost $162.43 Unrealized
WYNN Wynn Resorts Ltd 0.5%
Value ($000) $3,412 Shares 34,583 Est. Cost $106.04 Unrealized -7.6%
National Oilwell Varco Inc 0.5%
Value ($000) $3,382 Shares 70,044 Est. Cost $55.37 Unrealized
Market Vectors Africa Index ETF 0.5%
Value ($000) $3,263 Shares 133,943 Est. Cost $24.80 Unrealized
EIDO iShares MSCI Indonesia ETF 0.5%
Value ($000) $3,089 Shares 133,309 Est. Cost $26.29 Unrealized
BLX Banco Latinoamericano de Comercio Exterior SA 0.5%
Value ($000) $3,067 Shares 95,293 Est. Cost $16.40 Unrealized +4.9%
CNI Canadian National Railway Co 0.5%
Value ($000) $3,042 Shares 52,674 Est. Cost $54.79 Unrealized -5.9%
GEOS Geospace Technologies Corp 0.5%
Value ($000) $2,926 Shares 126,944 Est. Cost $20.82 Unrealized +0.3%
Sberbank Rossii OAO 0.5%
Value ($000) $2,862 Shares 539,038 Est. Cost $4.67 Unrealized
COST Costco Wholesale Corp 0.5%
Value ($000) $2,856 Shares 21,143 Est. Cost $113.50 Unrealized +5.9%
TD Ameritrade Holding Corp 0.5%
Value ($000) $2,840 Shares 77,134 Est. Cost $36.13 Unrealized
BRF SA 0.4%
Value ($000) $2,735 Shares 130,802 Est. Cost $20.14 Unrealized
FAST Fastenal Co 0.4%
Value ($000) $2,707 Shares 64,186 Est. Cost $7.94 Unrealized 0.0%
Drew Industries Inc 0.4%
Value ($000) $2,632 Shares 45,372 Est. Cost $58.04 Unrealized
TCEHY Tencent Holdings Ltd 0.4%
Value ($000) $2,618 Shares 130,588 Est. Cost $19.31 Unrealized
NSRGY Nestle SA 0.4%
Value ($000) $2,595 Shares 35,960 Est. Cost $74.24 Unrealized
TXRH Texas Roadhouse Inc 0.4%
Value ($000) $2,594 Shares 69,299 Est. Cost $29.69 Unrealized +0.7%
Carbo Ceramics Inc 0.4%
Value ($000) $2,583 Shares 62,044 Est. Cost $34.23 Unrealized
Tupperware Brands Corp 0.4%
Value ($000) $2,494 Shares 38,639 Est. Cost $64.28 Unrealized
Oaktree Capital Group LLC 0.4%
Value ($000) $2,439 Shares 45,859 Est. Cost $52.54 Unrealized
Cooper Companies Inc 0.4%
Value ($000) $2,436 Shares 13,689 Est. Cost $184.33 Unrealized
TRS TriMas Corp 0.4%
Value ($000) $2,435 Shares 82,250 Est. Cost $23.69 Unrealized +0.5%
Innophos Holdings Inc 0.4%
Value ($000) $2,434 Shares 46,233 Est. Cost $54.90 Unrealized
Cabela's Inc 0.4%
Value ($000) $2,391 Shares 47,841 Est. Cost $52.22 Unrealized
OPLN KAR Auction Services Inc 0.4%
Value ($000) $2,388 Shares 63,863 Est. Cost $13.98 Unrealized +2.4%
THO Thor Industries Inc 0.4%
Value ($000) $2,284 Shares 40,584 Est. Cost $48.36 Unrealized +1.4%
Infinera Corp 0.4%
Value ($000) $2,275 Shares 108,419 Est. Cost $17.62 Unrealized
Xoom Corp 0.4%
Value ($000) $2,267 Shares 107,659 Est. Cost $16.85 Unrealized
HLDCY Henderson Land Development Co Ltd 0.4%
Value ($000) $2,211 Shares 324,246 Est. Cost $6.94 Unrealized
Horsehead Holding Corp 0.4%
Value ($000) $2,206 Shares 188,193 Est. Cost $12.34 Unrealized
FRCOY Fast Retailing Co Ltd 0.4%
Value ($000) $2,191 Shares 48,183 Est. Cost $40.93 Unrealized
BG GROUP PLC 0.3%
Value ($000) $2,121 Shares 126,397 Est. Cost $16.78 Unrealized
Statoil ASA 0.3%
Value ($000) $2,109 Shares 117,795 Est. Cost $17.69 Unrealized
RDY DR.REDDY'S LABORATORIES LTD 0.3%
Value ($000) $2,082 Shares 37,641 Est. Cost $56.54 Unrealized
Brookfield Asset Management Inc 0.3%
Value ($000) $2,080 Shares 59,553 Est. Cost $43.46 Unrealized
QCOM Qualcomm Inc 0.3%
Value ($000) $2,049 Shares 32,718 Est. Cost $51.91 Unrealized -3.1%
TSM Taiwan Semiconductor Manufacturing Co Ltd 0.3%
Value ($000) $2,047 Shares 90,134 Est. Cost $23.23 Unrealized
HCC Insurance Holdings Inc 0.3%
Value ($000) $2,045 Shares 26,620 Est. Cost $63.39 Unrealized
KapStone Paper and Packaging Corp 0.3%
Value ($000) $2,019 Shares 87,323 Est. Cost $28.53 Unrealized
TUR iShares MSCI Turkey ETF 0.3%
Value ($000) $2,013 Shares 44,588 Est. Cost $46.01 Unrealized
BAP Credicorp Ltd 0.3%
Value ($000) $1,992 Shares 14,342 Est. Cost $112.04 Unrealized +0.5%
AMWD American Woodmark Corp 0.3%
Value ($000) $1,957 Shares 35,686 Est. Cost $48.36 Unrealized +10.1%
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.3%
Value ($000) $1,907 Shares 43,951 Est. Cost $43.38 Unrealized
KO The Coca Cola Co 0.3%
Value ($000) $1,867 Shares 47,600 Est. Cost $29.04 Unrealized 0.0%
Constellium NV 0.3%
Value ($000) $1,825 Shares 154,270 Est. Cost $16.22 Unrealized
Natus Medical Inc 0.3%
Value ($000) $1,803 Shares 42,366 Est. Cost $38.32 Unrealized
THD iShares MSCI Thailand Capped ETF 0.3%
Value ($000) $1,791 Shares 24,057 Est. Cost $77.82 Unrealized
GLPI Gaming and Leisure Properties Inc 0.3%
Value ($000) $1,782 Shares 48,608 Est. Cost $36.79 Unrealized
Aceto Corp 0.3%
Value ($000) $1,765 Shares 71,642 Est. Cost $22.89 Unrealized
INTC Intel Corp 0.3%
Value ($000) $1,756 Shares 57,724 Est. Cost $26.40 Unrealized -5.0%
XPO XPO Logistics Inc 0.3%
Value ($000) $1,697 Shares 37,551 Est. Cost $15.07 Unrealized +7.7%
NKE Nike Inc 0.3%
Value ($000) $1,692 Shares 15,663 Est. Cost $41.58 Unrealized +7.7%
PRLB Proto Labs Inc 0.3%
Value ($000) $1,657 Shares 24,557 Est. Cost $66.84 Unrealized +5.6%
PII Polaris Industries Inc 0.3%
Value ($000) $1,640 Shares 11,075 Est. Cost $143.89 Unrealized 0.0%
InvenSense Inc 0.3%
Value ($000) $1,617 Shares 107,094 Est. Cost $15.66 Unrealized
Denbury Resources Inc 0.3%
Value ($000) $1,615 Shares 253,887 Est. Cost $6.36 Unrealized
TSCO Tractor Supply Co 0.3%
Value ($000) $1,588 Shares 17,660 Est. Cost $14.25 Unrealized +6.4%
Varian Medical Systems Inc 0.3%
Value ($000) $1,583 Shares 18,774 Est. Cost $89.46 Unrealized
Retail Opportunity Investments Corp 0.3%
Value ($000) $1,582 Shares 101,261 Est. Cost $16.42 Unrealized
Penn West Petroleum Ltd 0.3%
Value ($000) $1,570 Shares 907,600 Est. Cost $1.68 Unrealized
STAG STAG Industrial Inc 0.2%
Value ($000) $1,542 Shares 77,089 Est. Cost $22.17 Unrealized
TrueCar Inc 0.2%
Value ($000) $1,532 Shares 127,809 Est. Cost $17.85 Unrealized
WSM Williams-Sonoma Inc 0.2%
Value ($000) $1,526 Shares 18,544 Est. Cost $30.60 Unrealized -0.6%
TPH TRI Pointe Group Inc 0.2%
Value ($000) $1,525 Shares 99,683 Est. Cost $14.97 Unrealized -0.7%
CHRW C.H. Robinson Worldwide Inc 0.2%
Value ($000) $1,524 Shares 24,430 Est. Cost $53.82 Unrealized -5.0%
Actuant Corp 0.2%
Value ($000) $1,465 Shares 63,427 Est. Cost $23.53 Unrealized
Potash Corporation of Saskatchewan Inc. 0.2%
Value ($000) $1,460 Shares 47,133 Est. Cost $34.27 Unrealized
DVN Devon Energy Corp 0.2%
Value ($000) $1,445 Shares 24,293 Est. Cost $41.25 Unrealized +7.2%
MYGN Myriad Genetics Inc 0.2%
Value ($000) $1,440 Shares 42,356 Est. Cost $35.19 Unrealized -3.4%
Qunar Cayman Islands Ltd 0.2%
Value ($000) $1,417 Shares 33,067 Est. Cost $41.34 Unrealized
VZ Verizon Communications Inc 0.2%
Value ($000) $1,338 Shares 28,701 Est. Cost $28.21 Unrealized +0.4%
Activision Blizzard Inc 0.2%
Value ($000) $1,338 Shares 55,256 Est. Cost $20.97 Unrealized
BRK/B Berkshire Hathaway Inc 0.2%
Value ($000) $1,302 Shares 9,566 Est. Cost $142.63 Unrealized 0.0%
Annaly Capital Management Inc 0.2%
Value ($000) $1,193 Shares 129,831 Est. Cost $10.00 Unrealized
L Loews Corp 0.2%
Value ($000) $1,048 Shares 27,225 Est. Cost $38.84 Unrealized -0.5%
General Electric Co 0.2%
Value ($000) $1,045 Shares 39,321 Est. Cost $26.58 Unrealized
Time Warner Inc 0.2%
Value ($000) $1,020 Shares 11,665 Est. Cost $87.44 Unrealized
ITW Illinois Tool Works Inc 0.2%
Value ($000) $1,015 Shares 11,062 Est. Cost $73.98 Unrealized 0.0%
GLW Corning Inc 0.2%
Value ($000) $1,012 Shares 51,303 Est. Cost $16.12 Unrealized 0.0%
Nordstrom Inc 0.2%
Value ($000) $1,004 Shares 13,483 Est. Cost $74.46 Unrealized
Level 3 Communications Inc 0.2%
Value ($000) $991 Shares 18,818 Est. Cost $53.86 Unrealized
BWA BorgWarner Inc 0.2%
Value ($000) $987 Shares 17,358 Est. Cost $45.42 Unrealized 0.0%
EKTAY Elekta publ AB 0.1%
Value ($000) $833 Shares 132,912 Est. Cost $8.06 Unrealized
AFL Aflac Inc 0.1%
Value ($000) $408 Shares 6,552 Est. Cost $24.64 Unrealized 0.0%
Unilever NV 0.1%
Value ($000) $337 Shares 8,049 Est. Cost $41.87 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $249 Shares 2,000 Est. Cost $97.78 Unrealized 0.0%
SPY SPDR S&P 500 ETF Trust 0.0%
Value ($000) $237 Shares 1,151 Est. Cost $206.37 Unrealized
VTI Vanguard Idx Fund 0.0%
Value ($000) $208 Shares 1,941 Est. Cost $107.16 Unrealized
Ferrellgas Partners LP 0.0%
Value ($000) $203 Shares 9,000 Est. Cost $24.33 Unrealized
Escalera Resources Co 0.0%
Value ($000) $23 Shares 85,000 Est. Cost $0.27 Unrealized
Workhorse Group Inc 0.0%
Value ($000) $19 Shares 101,000 Est. Cost $0.19 Unrealized
Tapinator Inc 0.0%
Value ($000) $18 Shares 80,000 Est. Cost $0.23 Unrealized
VPLM Voip-Pal.Com Inc 0.0%
Value ($000) $18 Shares 195,000 Est. Cost $0.08 Unrealized 0.0%
Baron Energy Inc 0.0%
Value ($000) $6 Shares 68,813 Est. Cost $0.09 Unrealized
DNA Brands Inc 0.0%
Value ($000) $2 Shares 19,237,358 Est. Cost $0.00 Unrealized
Redhawk Resources Inc 0.0%
Value ($000) $2 Shares 31,000 Est. Cost $0.06 Unrealized
Striker Oil & Gas Inc 0.0%
Value ($000) $0 Shares 26,700 Est. Cost Unrealized
Treaty Energy Corp 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
Infinity Medical Group Inc 0.0%
Value ($000) $0 Shares 182,300 Est. Cost Unrealized
MSTF Monarch Staffing Inc 0.0%
Value ($000) $0 Shares 100,000 Est. Cost Unrealized
Vital Products Inc 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
CardioVascular BioTherapeutics Inc 0.0%
Value ($000) $0 Shares 11,700 Est. Cost Unrealized