Foster & Motley Inc Purchases in Q2 2025

Foster & Motley Inc

  • $1.73 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
2.49K
+ 3.76%
$84.41 - $106.28 $210K - $264K
68.5K $6.51M
STLD
Steel Dynamics Inc

Basic Materials
466
+ 1.3%
N/A
36.4K $4.66M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.68K
+ 8.37%
$22.4 - $23.8 $105K - $111K
60.6K $1.44M
HCC
Warrior Met Coal, Inc.

Basic Materials
3.1K
+ 39.61%
$40.66 - $50.18 $126K - $155K
10.9K $500K
BAC
Bank Of America Corp

Financial Services
71
+ 0.38%
$34.39 - $47.46 $2.44K - $3.37K
18.9K $893K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
9
+ 0.52%
$141.37 - $228.57 $1.27K - $2.06K
1.74K $394K
CROX
Crocs, Inc.

Consumer Cyclical
1.19K
+ 23.02%
$88.67 - $120.26 $106K - $143K
6.36K $644K
QQQ
Invesco Qqq Trust, Series 1

ETFs
52
+ 6.74%
$416.06 - $551.64 $21.6K - $28.7K
823 $454K
HBAN
Huntington Bancshares Inc

Financial Services
6
+ 0.01%
$12.49 - $16.76 $74.9 - $101
51.6K $865K
ISRG
Intuitive Surgical Inc

Healthcare
20
+ 1.3%
$451.58 - $565.94 $9.03K - $11.3K
1.56K $848K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11
+ 0.87%
$456.74 - $568.03 $5.02K - $6.25K
1.28K $725K
ABT
Abbott Laboratories

Healthcare
435
+ 10.69%
$123.95 - $138.08 $53.9K - $60.1K
4.51K $613K
ACI
Albertsons Companies, Inc.

Consumer Defensive
3.47K
+ 23.76%
$19.94 - $22.91 $69.2K - $79.5K
18.1K $389K
CI
Cigna Corp

Healthcare
172
+ 2.93%
$301.89 - $340.04 $51.9K - $58.5K
6.04K $2M
GLD
Spdr Gold Trust

ETFs
172
+ 24.43%
$273.71 - $316.29 $47.1K - $54.4K
876 $267K
HYD
Vaneck High Yield Muni ETF

ETFs
1.45K
+ 11.55%
$49.08 - $51.35 $71.1K - $74.4K
14K $703K
IWF
Ishares Russell 1000 Gr ETF

ETFs
19
+ 2.28%
$320.42 - $424.58 $6.09K - $8.07K
854 $363K
BMY
Bristol Myers Squibb CO

Healthcare
13.3K
+ 34.71%
$44.12 - $59.6 $585K - $791K
51.5K $2.38M
COST
Costco Wholesale Corp

Consumer Defensive
30
+ 6.8%
$908.13 - $1056.85 $27.2K - $31.7K
471 $466K
FITB
Fifth Third Bancorp

Financial Services
135
+ 0.87%
$33.32 - $41.51 $4.5K - $5.6K
15.7K $646K
WFC
Wells Fargo & Company

Financial Services
31
+ 1.05%
$60.98 - $80.12 $1.89K - $2.48K
2.99K $240K
VTV
Vanguard Value ETF

ETFs
9
+ 0.16%
$153.67 - $176.74 $1.38K - $1.59K
5.68K $1M
FREL
Fidelity Covington Tr Msci Rea

ETFs
1.02K
+ 11.55%
$24.18 - $27.61 $24.8K - $28.3K
9.89K $268K
PNC
Pnc Financial Services Group, Inc.

Financial Services
35
+ 2.64%
$149.76 - $186.42 $5.24K - $6.52K
1.36K $254K
FNDB
Schwab Fundamental U S Broad M

ETFs
47
+ 0.39%
$20.36 - $23.98 $957 - $1.13K
12.2K $292K
LLY
Eli Lilly & CO

Healthcare
68
+ 7.64%
$713.71 - $898.95 $48.5K - $61.1K
958 $747K
SJM
J M Smucker CO

Consumer Defensive
684
+ 19.42%
$94.41 - $118.52 $64.6K - $81.1K
4.21K $413K
PCAR
Paccar Inc

Industrials
1.83K
+ 2.29%
$86.4 - $99.09 $158K - $181K
81.7K $7.77M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17
+ 0.17%
$24.32 - $27.87 $413 - $474
10.1K $268K
SPG
Simon Property Group Inc

Real Estate
7
+ 0.22%
$140.37 - $171.44 $983 - $1.2K
3.14K $504K
FOXA
Fox Corp

Communication Services
1.18K
+ 0.64%
$47.21 - $57.04 $55.7K - $67.3K
186K $10.4M
ED
Consolidated Edison Inc

Utilities
52
+ 1.2%
$98.05 - $113.3 $5.1K - $5.89K
4.39K $440K
UNP
Union Pacific Corp

Industrials
87
+ 0.69%
$208.27 - $238.46 $18.1K - $20.7K
12.7K $2.93M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
+ 2.35%
$483.48 - $539.8 $24.2K - $27K
2.18K $1.06M
ACN
Accenture PLC

Technology
450
+ 2.49%
$279.23 - $323.21 $126K - $145K
18.6K $5.54M
CBT
Cabot Corp

Basic Materials
8
+ 0.06%
$72.47 - $84.35 $580 - $675
13.7K $1.03M
KHC
Kraft Heinz CO

Consumer Defensive
6.07K
+ 4.81%
$25.61 - $30.81 $156K - $187K
132K $3.42M
SNA
Snap On Inc

Industrials
275
+ 1.38%
$292.36 - $342.2 $80.4K - $94.1K
20.2K $6.28M
JNJ
Johnson & Johnson

Healthcare
998
+ 2.06%
$146.36 - $159.82 $146K - $160K
49.4K $7.54M
AMGN
Amgen Inc

Healthcare
353
+ 1.04%
$262.28 - $309.85 $92.6K - $109K
34.5K $9.62M
OMC
Omnicom Group Inc.

Communication Services
1.09K
+ 1.0%
$69.22 - $79.77 $75.7K - $87.3K
111K $7.96M
ABBV
Abb Vie Inc.

Healthcare
619
+ 1.07%
$170.16 - $206.27 $105K - $128K
58.3K $10.8M
AAPL
Apple Inc.

Technology
5.41K
+ 2.2%
$172.42 - $223.89 $933K - $1.21M
251K $51.5M
Activity Summary
Buys All Purchases 144 New Holdings 18 Increased Positions 126 Sells All Sells 217 Reductions 217 Sold out 0 Options Calls 0 Puts 0
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