Foster & Motley Inc Incresed Positions in Q1 2025

Foster & Motley Inc

  • $1.59 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
STLD
Steel Dynamics Inc

Basic Materials
598
+ 1.69%
N/A
35.9K $4.49M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.42K
+ 46.61%
$42.5 - $46.71 $401K - $440K
29.6K $1.34M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.71K
+ 2.27%
$85.29 - $92.57 $146K - $158K
77K $7.01M
EMB
Ishares Tr

ETFs
3.6K
+ 5.88%
$88.64 - $92.03 $319K - $331K
64.8K $5.87M
HALO
Halozyme Therapeutics, Inc.

Healthcare
626
+ 2.69%
$47.74 - $65.16 $29.9K - $40.8K
23.9K $1.53M
MET
Metlife Inc

Financial Services
6.06K
+ 10.34%
$77.7 - $87.0 $471K - $527K
64.6K $5.19M
VNQ
Vanguard Specialized Funds Van

ETFs
139
+ 0.05%
$85.55 - $94.34 $11.9K - $13.1K
260K $23.5M
SPIB
Spdr Portfolio Intermediate Te

ETFs
8.93K
+ 8.16%
$32.5 - $33.3 $290K - $297K
118K $3.93M
RTX
Raytheon Technologies Corp

Industrials
1.39K
+ 15.11%
$114.1 - $135.66 $158K - $188K
10.6K $1.4M
ORI
Old Republic International Corp

Financial Services
6.6K
+ 27.72%
$33.46 - $39.22 $221K - $259K
30.4K $1.19M
CTRA
Coterra Energy Inc.

Energy
8.6K
+ 41.51%
$25.51 - $29.83 $219K - $257K
29.3K $848K
CF
Cf Industries Holdings, Inc.

Basic Materials
4.68K
+ 49.22%
$75.03 - $97.25 $351K - $455K
14.2K $1.11M
NVS
Novartis Ag

Healthcare
222
+ 1.19%
$97.14 - $115.57 $21.6K - $25.7K
18.9K $2.11M
USB
Us Bancorp \De\

Financial Services
7.76K
+ 83.9%
$40.92 - $50.9 $318K - $395K
17K $718K
GIS
General Mills Inc

Consumer Defensive
6.73K
+ 20.64%
$57.56 - $65.3 $388K - $440K
39.4K $2.35M
AVUV
American Centy ETF Tr Avantis

ETFs
9.11K
+ 16.23%
$84.95 - $100.62 $774K - $917K
65.3K $5.69M
CROX
Crocs, Inc.

Consumer Cyclical
2.56K
+ 97.71%
$88.83 - $112.59 $227K - $288K
5.17K $549K
NRG
Nrg Energy, Inc.

Utilities
2.21K
+ 23.73%
$84.82 - $113.33 $188K - $251K
11.5K $1.1M
VLO
Valero Energy Corp

Energy
345
+ 1.55%
$121.76 - $142.99 $42K - $49.3K
22.6K $2.99M
PFG
Principal Financial Group Inc

Financial Services
532
+ 1.83%
$76.34 - $89.04 $40.6K - $47.4K
29.5K $2.49M
SM
Sm Energy CO

Energy
9.73K
+ 110.12%
$27.15 - $44.69 $264K - $435K
18.6K $556K
KLAC
Kla Corp

Technology
99
+ 3.62%
$636.62 - $777.63 $63K - $77K
2.83K $1.93M
TIP
Ishares Tr Tips Bd ETF

ETFs
410
+ 1.21%
$106.22 - $111.09 $43.6K - $45.5K
34.4K $3.82M
THC
Tenet Healthcare Corp

Healthcare
1.23K
+ 35.33%
$119.51 - $144.98 $147K - $178K
4.71K $633K
SAIC
Science Applications International Corp

Technology
1.43K
+ 72.47%
$95.77 - $119.82 $137K - $172K
3.41K $383K
MFC
Manulife Financial Corp

Financial Services
125
+ 0.04%
$28.41 - $31.82 $3.55K - $3.98K
326K $10.2M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.18K
+ 3.66%
$51.26 - $52.53 $112K - $115K
61.8K $3.19M
KHC
Kraft Heinz CO

Consumer Defensive
4.27K
+ 3.5%
$28.51 - $32.22 $122K - $138K
126K $3.84M
ED
Consolidated Edison Inc

Utilities
1
+ 0.02%
$88.0 - $110.59 $88 - $111
4.34K $479K
IDCC
Inter Digital, Inc.

Communication Services
207
+ 6.24%
$171.68 - $225.72 $35.5K - $46.7K
3.52K $728K
SYF
Synchrony Financial

Financial Services
9.47K
+ 27.38%
$51.9 - $70.63 $491K - $669K
44K $2.33M
Lam Research Corporation
1.07K
+ 8.24%
N/A
14.1K $1.02M
NVDA
Nvidia Corp

Technology
3.27K
+ 30.59%
$106.98 - $149.43 $350K - $489K
14K $1.51M
JBL
Jabil Inc

Technology
3.56K
+ 6.82%
$130.51 - $173.33 $465K - $617K
55.8K $7.59M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
10.1K
+ 2.84%
$28.69 - $31.94 $289K - $321K
364K $10.7M
ELV
Elevance Health, Inc.

Healthcare
19
+ 2.27%
$365.9 - $436.25 $6.95K - $8.29K
856 $372K
Lab Cp Of Amer Hldg New
140
+ 1.72%
N/A
8.28K $1.93M
STT
State Street Corp

Financial Services
896
+ 31.99%
$84.47 - $102.23 $75.7K - $91.6K
3.7K $331K
NXPI
Nxp Semiconductors N.V.

Technology
531
+ 21.04%
$189.99 - $245.86 $101K - $131K
3.06K $581K
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.49K
+ 3.63%
$50.17 - $51.45 $74.9K - $76.8K
42.7K $2.15M
PSX
Phillips 66

Energy
49
+ 1.31%
$113.93 - $131.55 $5.58K - $6.45K
3.79K $468K
GNMA
Ishares Gnma Bond ETF

ETFs
821
+ 15.06%
$42.17 - $44.04 $34.6K - $36.2K
6.27K $275K
AEP
American Electric Power CO Inc

Utilities
20
+ 0.88%
$90.32 - $109.27 $1.81K - $2.19K
2.29K $250K
HYD
Vaneck High Yield Muni ETF

ETFs
686
+ 5.78%
$50.79 - $52.53 $34.8K - $36K
12.5K $642K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1K
+ 1.82%
$23.32 - $23.84 $23.4K - $23.9K
55.9K $1.31M
FREL
Fidelity Covington Tr Msci Rea

ETFs
470
+ 5.6%
$25.98 - $28.59 $12.2K - $13.4K
8.87K $244K
JHG
Janus Henderson Group PLC

Financial Services
1.92K
+ 20.12%
$35.98 - $45.94 $69K - $88.2K
11.5K $414K
FNDB
Schwab Fundamental U S Broad M

ETFs
278
+ 2.35%
$22.52 - $24.48 $6.26K - $6.81K
12.1K $279K
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.15%
N/A
3.38K $655K
Activity Summary
Buys All Purchases 142 New Holdings 19 Increased Positions 123 Sells All Sells 214 Reductions 214 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Foster & Motley Inc Portfolio

Follow Foster & Motley Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foster & Motley Inc, based on Form 13F filings with the SEC.

News

Stay updated on Foster & Motley Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email