Motley Fool Asset Management LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

Motley Fool Asset Management LLC is a registered investment adviser that provides investment advice to its clients and manages portfolios of securities. Each quarter, they file a Form 13F with the SEC, which reports their holdings of publicly traded securities. In this article, we will compare Motley Fool Asset Management LLC's 13F holdings in Q3 2022 versus Q4 2022.

In Q4 2022, Motley Fool Asset Management LLC decreased their holdings in several companies. Apple Inc. saw the most significant decrease, with a reduction of 10.6% in shares held, followed by Alphabet Inc. Cl C with an 11.7% reduction, and Amazon.com Inc. with a 28.6% reduction. However, there were a few companies that saw an increase in shares held, including Berkshire Hathaway Inc. Cl B, with a 10.6% increase and Salesforce Inc. with a massive 184.1% increase.

Mastercard Inc. also saw an increase in shares held, with an 18.3% increase, and Starbucks Corp. saw a 13.7% increase. Waste Connections Inc., Equinix Inc., and HDFC Bank Ltd A D R all saw small decreases of between 5.1% and 6.5%.

Several companies had modest decreases in shares held, including Home Depot Inc., with a 9.8% decrease, and Broadcom Inc. with a 22% increase. Additionally, there were a few companies that saw significant decreases in shares held, including Alarm Com Holdings Inc. with a 28.3% decrease and Paylocity Holding Corp. with a 31.9% decrease.

In conclusion, Motley Fool Asset Management LLC's 13F holdings were reduced in many companies in Q4 2022. However, there were also companies in which they increased their holdings. It is important to remember that these SEC filings are snapshots of a particular moment in time and may not reflect ongoing investment strategies.