Foster & Motley Inc Reduced Holdings in Q3 2025

Foster & Motley Inc

  • $1.86 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PCAR
Paccar Inc

Industrials
-3.03K
- 3.71%
$92.91 - $102.86 $281K - $312K
78.7K $7.74M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.93K
- 14.21%
$30.13 - $33.37 $88.2K - $97.7K
17.7K $590K
LPX
Louisiana Pacific Corp

Industrials
-437
- 12.53%
$83.39 - $102.75 $36.4K - $44.9K
3.05K $271K
NTR
Nutrien Ltd.

Basic Materials
-551
- 7.68%
$55.69 - $62.11 $30.7K - $34.2K
6.62K $389K
BC
Brunswick Corp

Consumer Cyclical
-943
- 22.37%
$56.64 - $66.85 $53.4K - $63K
3.27K $207K
BDX
Becton Dickinson & CO

Healthcare
-687
- 9.79%
$172.41 - $199.66 $118K - $137K
6.33K $1.19M
KMB
Kimberly Clark Corp

Consumer Defensive
-70
- 2.14%
$121.72 - $136.77 $8.52K - $9.57K
3.19K $397K
MMM
3 M CO

Industrials
-225
- 5.03%
$144.41 - $160.2 $32.5K - $36K
4.25K $660K
OGE
Oge Energy Corp.

Utilities
-968
- 6.25%
$43.46 - $46.27 $42.1K - $44.8K
14.5K $671K
RVNU
Xtrackers Municipal Infrastruc

ETFs
-850
- 8.65%
$23.46 - $24.74 $19.9K - $21K
8.98K $222K
HAS
Hasbro, Inc.

Consumer Cyclical
-331
- 4.08%
$73.92 - $81.85 $24.5K - $27.1K
7.78K $590K
LMT
Lockheed Martin Corp

Industrials
-94
- 8.46%
$410.74 - $499.21 $38.6K - $46.9K
1.02K $508K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-200
- 1.62%
$81.76 - $86.36 $16.4K - $17.3K
12.1K $1.03M
IRM
Iron Mountain Inc

Real Estate
-35
- 1.05%
$89.46 - $104.46 $3.13K - $3.66K
3.28K $335K
ED
Consolidated Edison Inc

Utilities
-62
- 1.41%
$95.57 - $105.36 $5.93K - $6.53K
4.33K $435K
EVR
Evercore Inc.

Financial Services
-293
- 20.66%
$276.5 - $362.79 $81K - $106K
1.13K $379K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.75K
- 1.77%
$40.94 - $42.85 $71.5K - $74.9K
97K $4.09M
SHYD
Vaneck Short High Yield Muni E

ETFs
-262
- 2.41%
$22.31 - $23.01 $5.85K - $6.03K
10.6K $243K
TFC
Truist Financial Corp

Financial Services
-790
- 6.06%
$42.83 - $47.07 $33.8K - $37.2K
12.3K $560K
CHRD
Oasis Petroleum Inc.

Energy
-185
- 2.79%
$99.37 - $114.13 $18.4K - $21.1K
6.46K $642K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.81K
- 7.56%
$23.82 - $25.84 $43.1K - $46.8K
22.1K $569K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-3
- 0.03%
$59.5 - $62.99 $179 - $189
10K $628K
CMS
Cms Energy Corp

Utilities
-492
- 5.33%
$69.37 - $74.67 $34.1K - $36.7K
8.73K $640K
EXC
Exelon Corp

Utilities
-1.14K
- 3.44%
$42.73 - $45.54 $48.6K - $51.8K
31.9K $1.44M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-626
- 6.56%
$29.55 - $32.52 $18.5K - $20.4K
8.92K $286K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-113
- 1.14%
$26.84 - $28.32 $3.03K - $3.2K
9.78K $272K
TIP
Ishares Tr Tips Bd ETF

ETFs
-309
- 0.93%
$109.11 - $111.88 $33.7K - $34.6K
32.9K $3.66M
GLD
Spdr Gold Trust

ETFs
-108
- 12.33%
$300.96 - $355.47 $32.5K - $38.4K
768 $273K
K
Kellogg CO

Consumer Defensive
-50
- 1.13%
$76.96 - $82.02 $3.85K - $4.1K
4.39K $360K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-586
- 4.88%
$42.04 - $45.23 $24.6K - $26.5K
11.4K $517K
CBT
Cabot Corp

Basic Materials
-41
- 0.3%
$72.0 - $82.94 $2.95K - $3.4K
13.7K $1.04M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-774
- 7.0%
$68.27 - $75.58 $52.8K - $58.5K
10.3K $765K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-95
- 1.48%
$62.09 - $66.51 $5.9K - $6.32K
6.3K $411K
NXPI
Nxp Semiconductors N.V.

Technology
-17
- 0.86%
$205.16 - $239.07 $3.49K - $4.06K
1.95K $444K
OEF
Ishares S&P 100 ETF

ETFs
-20
- 2.79%
N/A
696 $232K
JPUS
Jpmorgan Diversified Return Us

ETFs
-17
- 0.47%
$117.71 - $125.02 $2K - $2.13K
3.58K $443K
XOM
Exxon Mobil Corp

Energy
-1.72K
- 3.93%
$105.83 - $117.22 $182K - $202K
42K $4.74M
C
Citigroup Inc

Financial Services
-439
- 10.55%
$85.57 - $103.49 $37.6K - $45.4K
3.72K $378K
DFAE
Dimensional ETF Tr

ETFs
-1.64K
- 5.48%
$28.84 - $31.84 $47.3K - $52.2K
28.3K $892K
SYY
Sysco Corp

Consumer Defensive
-398
- 4.6%
$76.33 - $82.51 $30.4K - $32.8K
8.25K $680K
OVV
Ovintiv Inc.

Energy
-58
- 0.41%
$38.53 - $43.17 $2.23K - $2.5K
13.9K $563K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-40
- 3.13%
$567.77 - $614.76 $22.7K - $24.6K
1.24K $757K
PEP
Pepsico Inc

Consumer Defensive
-120
- 2.05%
$133.81 - $152.16 $16.1K - $18.3K
5.74K $806K
CIVI
Civitas Resources, Inc.

Energy
-150
- 1.91%
$27.85 - $37.37 $4.18K - $5.61K
7.7K $250K
BP
Bp PLC

Energy
-1.49K
- 7.77%
$30.25 - $35.69 $45.2K - $53.3K
17.7K $611K
OTTR
Otter Tail Corp

Utilities
-70
- 0.77%
$75.29 - $85.97 $5.27K - $6.02K
9.02K $739K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-252
- 1.66%
$56.98 - $61.66 $14.4K - $15.5K
15K $916K
BDC
Belden Inc.

Technology
-1.08K
- 2.79%
$115.58 - $133.49 $124K - $144K
37.4K $4.5M
UHS
Universal Health Services Inc

Healthcare
-69
- 2.73%
$154.95 - $204.44 $10.7K - $14.1K
2.46K $503K
Activity Summary
Buys All Purchases 150 New Holdings 16 Increased Positions 134 Sells All Sells 227 Reductions 227 Sold out 0 Options Calls 0 Puts 0
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