Foster & Motley Inc Reduced Holdings in Q4 2024

Foster & Motley Inc

  • $1.54 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CMS
Cms Energy Corp

Utilities
-44
- 0.47%
$65.76 - $71.94 $2.89K - $3.17K
9.23K $615K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.27K
- 12.18%
$25.3 - $26.31 $32.1K - $33.4K
9.16K $234K
FITB
Fifth Third Bancorp

Financial Services
-718
- 4.25%
$41.76 - $48.44 $30K - $34.8K
16.2K $683K
IEMG
Ishares Inc

ETFs
-173
- 3.1%
N/A
5.41K $282K
MLN
Vaneck Long Muni ETF

ETFs
-1.39K
- 5.94%
$17.61 - $18.29 $24.5K - $25.4K
22K $393K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
-97
- 4.62%
$99.39 - $112.14 $9.64K - $10.9K
2K $204K
PEG
Public Service Enterprise Group Inc

Utilities
-166
- 4.32%
$81.87 - $94.51 $13.6K - $15.7K
3.68K $311K
JPUS
Jpmorgan Diversified Return Us

ETFs
-65
- 1.57%
$114.05 - $123.77 $7.41K - $8.05K
4.07K $465K
VIG
Vanguard Dividend Appreciation

ETFs
-106
- 3.05%
N/A
3.37K $660K
VEA
Vanguard Ftse Developed Market

ETFs
-92
- 2.06%
$47.57 - $52.44 $4.38K - $4.82K
4.38K $210K
CTRA
Coterra Energy Inc.

Energy
-2.44K
- 10.52%
$22.71 - $27.63 $55.3K - $67.3K
20.7K $529K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-105
- 8.97%
$311.11 - $335.64 $32.7K - $35.2K
1.07K $343K
TRV
Travelers Companies, Inc.

Financial Services
-682
- 3.25%
$225.97 - $266.66 $154K - $182K
20.3K $4.9M
IVV
Ishares Core S&P 500 ETF

ETFs
-64
- 4.79%
$570.51 - $610.59 $36.5K - $39.1K
1.27K $749K
C
Citigroup Inc

Financial Services
-857
- 16.69%
$61.31 - $72.5 $52.5K - $62.1K
4.28K $301K
LPX
Louisiana Pacific Corp

Industrials
-58
- 1.57%
$98.02 - $120.27 $5.69K - $6.98K
3.63K $376K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-85
- 0.22%
$22.39 - $23.45 $1.9K - $1.99K
37.9K $870K
SYK
Stryker Corp

Healthcare
-40
- 2.06%
$345.14 - $392.15 $13.8K - $15.7K
1.9K $684K
SUB
Ishares Short Term National Mu

ETFs
-120
- 2.56%
$104.94 - $106.2 $12.6K - $12.7K
4.57K $482K
GWW
W.W. Grainger, Inc.

Industrials
-18
- 5.68%
$1023.06 - $1220.93 $18.4K - $22K
299 $315K
OEF
Ishares S&P 100 ETF

ETFs
-80
- 6.48%
N/A
1.15K $333K
KOS
Kosmos Energy Ltd.

Energy
-300
- 2.82%
$2.71 - $4.52 $813 - $1.36K
10.4K $35K
K
Kellogg CO

Consumer Defensive
-111
- 2.34%
$80.34 - $81.29 $8.92K - $9.02K
4.64K $376K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-71
- 0.53%
$40.15 - $42.9 $2.85K - $3.05K
13.2K $534K
SHYD
Vaneck Short High Yield Muni E

ETFs
-155
- 1.28%
$22.45 - $22.81 $3.48K - $3.54K
11.9K $268K
NLOK
Norton Life Lock Inc.

Technology
-151
- 1.29%
N/A
11.5K $316K
MA
Mastercard Inc

Financial Services
-79
- 7.07%
$491.3 - $536.15 $38.8K - $42.4K
1.04K $547K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-46
- 0.71%
$61.68 - $67.87 $2.84K - $3.12K
6.4K $399K
PH
Parker Hannifin Corp

Industrials
-5
- 0.84%
$621.74 - $709.46 $3.11K - $3.55K
590 $375K
PKG
Packaging Corp Of America

Consumer Cyclical
-14
- 1.47%
$211.98 - $248.85 $2.97K - $3.48K
940 $212K
STT
State Street Corp

Financial Services
-187
- 6.26%
$85.96 - $100.78 $16.1K - $18.8K
2.8K $275K
TROW
Price T Rowe Group Inc

Financial Services
-48
- 1.11%
$106.48 - $124.69 $5.11K - $5.99K
4.28K $484K
USB
Us Bancorp \De\

Financial Services
-115
- 1.23%
$43.98 - $53.66 $5.06K - $6.17K
9.25K $442K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1
- 0.08%
$521.84 - $558.82 $522 - $559
1.32K $711K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-862
- 7.51%
$54.89 - $64.32 $47.3K - $55.4K
10.6K $643K
IP
International Paper CO

Consumer Cyclical
-144
- 2.49%
$46.64 - $59.57 $6.72K - $8.58K
5.63K $303K
TJX
Tjx Companies Inc

Consumer Cyclical
-345
- 1.81%
$112.15 - $127.2 $38.7K - $43.9K
18.7K $2.26M
TGNA
Tegna Inc

Communication Services
-283
- 1.82%
$15.25 - $19.32 $4.32K - $5.47K
15.3K $279K
FISV
Fiserv Inc

Technology
-25
- 0.94%
N/A
2.64K $543K
HBAN
Huntington Bancshares Inc

Financial Services
-944
- 1.65%
$14.18 - $18.2 $13.4K - $17.2K
56.3K $916K
WMT
Walmart Inc.

Consumer Defensive
-10.4K
- 9.73%
$79.1 - $95.7 $819K - $991K
96K $8.68M
GLW
Corning Inc

Technology
-3.81K
- 2.93%
$44.11 - $49.76 $168K - $190K
126K $6.01M
KMI
Kinder Morgan, Inc.

Energy
-9.59K
- 12.59%
$22.59 - $28.54 $217K - $274K
66.6K $1.83M
IDCC
Inter Digital, Inc.

Communication Services
-157
- 4.52%
$142.61 - $200.59 $22.4K - $31.5K
3.32K $642K
MS
Morgan Stanley

Financial Services
-1.05K
- 6.95%
$104.42 - $134.99 $110K - $142K
14.1K $1.77M
PDCO
Patterson Companies, Inc.

Healthcare
-11K
- 16.92%
$19.57 - $31.4 $216K - $347K
54.2K $1.67M
MFC
Manulife Financial Corp

Financial Services
-3.99K
- 1.21%
$29.21 - $32.87 $117K - $131K
326K $10M
CMI
Cummins Inc

Industrials
-1.17K
- 4.13%
$324.93 - $383.42 $381K - $450K
27.3K $9.51M
GPI
Group 1 Automotive Inc

Consumer Cyclical
-193
- 1.81%
$344.56 - $435.0 $66.5K - $84K
10.5K $4.41M
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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