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
DHI
Horton D R Inc

Consumer Cyclical
-1.53K
- 2.45%
$137.24 - $194.56 $210K - $297K
60.8K $8.5M
VNQ
Vanguard Specialized Funds Van

ETFs
-12.4K
- 4.57%
$87.85 - $98.6 $1.09M - $1.23M
260K $23.1M
AMGN
Amgen Inc

Healthcare
-353
- 1.0%
$258.78 - $328.31 $91.3K - $116K
34.9K $9.09M
MCHP
Microchip Technology Inc

Technology
-17.3K
- 31.39%
$55.51 - $79.05 $958K - $1.36M
37.7K $2.16M
OMC
Omnicom Group Inc.

Communication Services
-3.4K
- 3.02%
$85.82 - $105.47 $291K - $358K
109K $9.38M
INTF
Ishares Tr

ETFs
-27.3K
- 5.08%
$28.54 - $31.26 $779K - $853K
510K $14.6M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-9.88K
- 15.82%
$72.97 - $96.75 $721K - $956K
52.6K $3.91M
CDW
Cdw Corp

Technology
-2.47K
- 9.69%
$171.49 - $225.64 $424K - $558K
23.1K $4.01M
RE
Everest Re Group LTD

Financial Services
-3.84K
- 43.06%
N/A
5.08K $1.84M
ORCL
Oracle Corp

Technology
-6.51K
- 5.86%
$165.41 - $192.43 $1.08M - $1.25M
105K $17.4M
AFL
Aflac Inc

Financial Services
-4.82K
- 4.6%
$100.37 - $115.27 $484K - $556K
100K $10.4M
SJM
J M Smucker CO

Consumer Defensive
-9.78K
- 61.78%
$106.92 - $121.75 $1.05M - $1.19M
6.05K $666K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
-12K
- 3.27%
$29.34 - $32.61 $351K - $390K
354K $10.6M
GD
General Dynamics Corp

Industrials
-1.45K
- 7.51%
$260.28 - $314.03 $376K - $454K
17.8K $4.69M
XOM
Exxon Mobil Corp

Energy
-5.04K
- 8.9%
$105.51 - $125.37 $531K - $631K
51.5K $5.55M
LEN
Lennar Corp

Consumer Cyclical
-28
- 0.13%
$136.2 - $188.96 $3.81K - $5.29K
20.8K $2.84M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-19.9K
- 27.98%
$50.37 - $50.6 $1M - $1.01M
51.2K $2.58M
CVS
Cvs Health Corp

Healthcare
-7.74K
- 21.48%
$43.78 - $67.46 $339K - $522K
28.3K $1.27M
VZ
Verizon Communications Inc

Communication Services
-11.5K
- 10.6%
$39.6 - $45.21 $454K - $518K
96.7K $3.87M
CMCSA
Comcast Corp

Communication Services
-12.1K
- 9.58%
$37.39 - $45.14 $452K - $546K
114K $4.28M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-924
- 0.88%
$107.06 - $123.74 $98.9K - $114K
104K $11.4M
MSFT
Microsoft Corp

Technology
-1.04K
- 1.78%
$406.35 - $454.46 $421K - $470K
57.2K $24.1M
PFE
Pfizer Inc

Healthcare
-22.4K
- 15.39%
$24.8 - $30.19 $555K - $675K
123K $3.26M
NUE
Nucor Corp

Basic Materials
-809
- 3.25%
$115.78 - $167.74 $93.7K - $136K
24.1K $2.81M
VGIT
Vanguard Intermediate Term Tre

ETFs
-11.4K
- 10.19%
$57.78 - $60.4 $656K - $686K
100K $5.8M
LOW
Lowes Companies Inc

Consumer Cyclical
-860
- 2.94%
$244.52 - $284.07 $210K - $244K
28.4K $7M
BBY
Best Buy CO Inc

Consumer Cyclical
-797
- 1.82%
$85.2 - $101.35 $67.9K - $80.8K
43K $3.69M
MRK
Merck & Co., Inc.

Healthcare
-1.92K
- 4.36%
$96.31 - $114.76 $185K - $220K
42.1K $4.19M
KHC
Kraft Heinz CO

Consumer Defensive
-7.5K
- 5.79%
$30.1 - $36.02 $226K - $270K
122K $3.74M
HMC
Honda Motor CO LTD

Consumer Cyclical
-15.9K
- 16.03%
$23.7 - $32.62 $377K - $519K
83.3K $2.38M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-282
- 4.72%
$501.29 - $612.85 $141K - $173K
5.69K $2.96M
EXPD
Expeditors International Of Washington Inc

Industrials
-3.01K
- 16.09%
$110.5 - $128.26 $332K - $386K
15.7K $1.74M
EIX
Edison International

Utilities
-514
- 0.56%
$77.93 - $88.36 $40.1K - $45.4K
91.7K $7.32M
VONE
Vanguard Russell 1000 ETF

ETFs
-2.94K
- 18.77%
$257.18 - $277.76 $755K - $816K
12.7K $3.39M
VSH
Vishay Intertechnology Inc

Technology
-27.6K
- 30.06%
$15.17 - $19.41 $418K - $535K
64.1K $1.09M
KLAC
Kla Corp

Technology
-317
- 10.39%
$614.46 - $829.55 $195K - $263K
2.74K $1.72M
TXN
Texas Instruments Inc

Technology
-598
- 2.17%
N/A
27K $5.06M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-5.13K
- 4.84%
$40.06 - $45.21 $205K - $232K
101K $4.1M
MET
Metlife Inc

Financial Services
-6.66K
- 10.22%
$78.15 - $88.25 $521K - $588K
58.6K $4.79M
FNF
Fidelity National Financial, Inc.

Financial Services
-4.54K
- 8.62%
$55.19 - $63.83 $250K - $290K
48.1K $2.7M
PG
Procter & Gamble CO

Consumer Defensive
-880
- 1.19%
$161.05 - $179.7 $142K - $158K
73K $12.2M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.49K
- 12.32%
$197.36 - $217.3 $492K - $542K
17.7K $3.52M
UNH
Unitedhealth Group Inc

Healthcare
-107
- 1.76%
$485.52 - $625.25 $52K - $66.9K
5.98K $3.03M
CSCO
Cisco Systems, Inc.

Technology
-29.2K
- 14.46%
$52.45 - $60.02 $1.53M - $1.75M
173K $10.2M
CEG
Constellation Energy Corp

Utilities
-657
- 6.52%
$224.28 - $285.52 $147K - $188K
9.41K $2.11M
TTE
Total Energies Se

Energy
-2.03K
- 5.26%
N/A
36.6K $2M
ADM
Archer Daniels Midland CO

Consumer Defensive
-3.45K
- 9.77%
$49.38 - $59.52 $170K - $205K
31.8K $1.61M
ETN
Eaton Corp PLC

Industrials
-1.5K
- 19.2%
$326.96 - $377.52 $491K - $567K
6.32K $2.1M
PFG
Principal Financial Group Inc

Financial Services
-2.6K
- 8.23%
$74.91 - $91.26 $195K - $237K
29K $2.25M
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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