Foster & Motley Inc Incresed Positions in Q4 2024

Foster & Motley Inc

  • $1.54 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
6.95K
+ 27.05%
$62.78 - $74.62 $436K - $518K
32.6K $2.08M
BERY
Berry Global Group, Inc.

Consumer Cyclical
3.69K
+ 19.24%
$64.2 - $72.31 $237K - $267K
22.9K $1.48M
PNC
Pnc Financial Services Group, Inc.

Financial Services
838
+ 50.76%
$178.39 - $215.0 $149K - $180K
2.49K $480K
AMZN
Amazon Com Inc

Consumer Cyclical
323
+ 11.31%
$180.88 - $232.93 $58.4K - $75.2K
3.18K $697K
COP
Conocophillips

Energy
2.31K
+ 19.55%
$95.12 - $114.72 $220K - $265K
14.2K $1.4M
ADP
Automatic Data Processing Inc

Industrials
161
+ 2.58%
$280.08 - $307.97 $45.1K - $49.6K
6.41K $1.88M
NVDA
Nvidia Corp

Technology
8
+ 0.07%
$117.0 - $148.88 $936 - $1.19K
10.7K $1.44M
EOG
Eog Resources Inc

Energy
1.16K
+ 3.18%
$118.22 - $136.54 $138K - $159K
37.8K $4.63M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
3.8K
+ 25.31%
$47.66 - $51.84 $181K - $197K
18.8K $902K
SCHR
Schwab Intermediate Term Us Tr

ETFs
702K
+ 108.97%
$24.19 - $50.58 $17M - $35.5M
1.35M $32.7M
ABT
Abbott Laboratories

Healthcare
800
+ 17.74%
$111.93 - $119.39 $89.5K - $95.5K
5.31K $600K
Te Connectivity Ltd.
1.58K
+ 8.8%
N/A
19.5K $2.8M
ABC
Amerisourcebergen Corp

Healthcare
314
+ 4.14%
N/A
7.91K $1.78M
ACN
Accenture PLC

Technology
265
+ 1.53%
$343.9 - $376.86 $91.1K - $99.9K
17.6K $6.2M
COST
Costco Wholesale Corp

Consumer Defensive
53
+ 12.74%
$873.59 - $994.69 $46.3K - $52.7K
469 $430K
AXP
American Express CO

Financial Services
35
+ 2.08%
$267.35 - $305.57 $9.36K - $10.7K
1.72K $509K
DIS
Walt Disney CO

Communication Services
2
+ 0.06%
$92.39 - $117.6 $185 - $235
3.29K $366K
SCHO
Schwab Short Term Us Treasury

ETFs
7.3K
+ 136.17%
$24.06 - $48.88 $176K - $357K
12.7K $304K
AVGE
American Centy ETF Tr Avantis
670
+ 15.92%
N/A
4.88K $353K
VTRS
Viatris Inc

Healthcare
12
+ 0.03%
$11.32 - $13.37 $136 - $160
47.7K $593K
FANG
Diamondback Energy, Inc.

Energy
551
+ 8.24%
$153.06 - $199.5 $84.3K - $110K
7.24K $1.19M
ETR
Entergy Corp

Utilities
7.08K
+ 78.04%
$73.19 - $156.4 $518K - $1.11M
16.2K $1.23M
CINF
Cincinnati Financial Corp

Financial Services
4
+ 0.11%
$132.86 - $160.16 $531 - $641
3.76K $541K
VTI
Vanguard Total Stock Market Et

ETFs
27
+ 0.88%
$280.04 - $302.45 $7.56K - $8.17K
3.11K $901K
DOX
Amdocs LTD

Technology
1.08K
+ 3.57%
$82.94 - $92.86 $89.2K - $99.8K
31.1K $2.65M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5
+ 0.65%
$481.22 - $538.17 $2.41K - $2.69K
771 $394K
DOV
Dover Corp

Industrials
149
+ 6.12%
$184.72 - $206.51 $27.5K - $30.8K
2.58K $485K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
20.1K
+ 196.32%
$22.01 - $66.82 $441K - $1.34M
30.3K $687K
AIG
American International Group, Inc.

Financial Services
194
+ 0.83%
$70.0 - $79.22 $13.6K - $15.4K
23.6K $1.72M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2
+ 0.09%
$104.59 - $118.05 $209 - $236
2.24K $243K
NRG
Nrg Energy, Inc.

Utilities
73
+ 0.79%
$85.3 - $101.61 $6.23K - $7.42K
9.32K $841K
FNDB
Schwab Fundamental U S Broad M

ETFs
7.91K
+ 201.22%
$23.07 - $70.32 $183K - $557K
11.8K $276K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6
+ 0.18%
$113.92 - $127.38 $684 - $764
3.34K $384K
VTV
Vanguard Value ETF

ETFs
101
+ 1.76%
$168.32 - $181.87 $17K - $18.4K
5.85K $990K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.07K
+ 191.89%
$26.93 - $84.95 $190K - $601K
10.8K $294K
DOLE
Dole PLC

Consumer Defensive
2.06K
+ 10.12%
$13.45 - $16.84 $27.7K - $34.7K
22.4K $303K
BDC
Belden Inc.

Technology
1.27K
+ 3.29%
$112.15 - $131.43 $143K - $167K
39.9K $4.5M
QCOM
Qualcomm Inc

Technology
1.65K
+ 9.48%
$150.4 - $178.04 $249K - $294K
19.1K $2.93M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
700
+ 7.1%
$33.77 - $44.09 $23.6K - $30.9K
10.6K $358K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.59K
+ 73.65%
$25.33 - $51.16 $116K - $235K
10.8K $280K
RTX
Raytheon Technologies Corp

Industrials
18
+ 0.2%
$114.45 - $127.21 $2.06K - $2.29K
9.19K $1.06M
Glaxo Smith Kline PLC
2.51K
+ 12.34%
N/A
22.8K $772K
MTG
Mgic Investment Corp

Financial Services
15K
+ 6.81%
$23.32 - $26.4 $350K - $397K
236K $5.59M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.67K
+ 5.55%
$27.09 - $32.06 $45.3K - $53.7K
31.8K $891K
MUB
Ishares National Muni Bond ETF

ETFs
569
+ 0.87%
$105.78 - $108.7 $60.2K - $61.9K
65.7K $7M
VLO
Valero Energy Corp

Energy
1.46K
+ 7.03%
$118.59 - $144.02 $173K - $211K
22.3K $2.73M
STLD
Steel Dynamics Inc

Basic Materials
2.6K
+ 7.96%
N/A
35.3K $4.03M
UHS
Universal Health Services Inc

Healthcare
139
+ 5.56%
$175.8 - $236.9 $24.4K - $32.9K
2.64K $473K
PRU
Prudential Financial Inc

Financial Services
94
+ 0.18%
$114.59 - $129.52 $10.8K - $12.2K
52.4K $6.21M
Activity Summary
Buys All Purchases 138 New Holdings 12 Increased Positions 126 Sells All Sells 213 Reductions 213 Sold out 0 Options Calls 0 Puts 0
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