Foster & Motley Inc Reduced Holdings in Q3 2024

Foster & Motley Inc

  • $1.58 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MLN
Vaneck Long Muni ETF

ETFs
-831
- 3.43%
$17.77 - $18.32 $14.8K - $15.2K
23.4K $428K
VST
Vistra Corp.

Utilities
-1K
- 28.46%
$69.0 - $119.06 $69K - $119K
2.51K $298K
NSC
Norfolk Southern Corp

Industrials
-145
- 14.6%
$213.75 - $259.69 $31K - $37.7K
848 $211K
CE
Celanese Corp

Basic Materials
-22
- 1.09%
$119.16 - $147.51 $2.62K - $3.25K
1.99K $271K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-1.1K
- 6.82%
$46.96 - $52.62 $51.7K - $57.9K
15K $784K
TGNA
Tegna Inc

Communication Services
-2.05K
- 11.62%
$13.39 - $16.27 $27.4K - $33.3K
15.6K $246K
TT
Trane Technologies PLC

Industrials
-109
- 14.67%
$314.21 - $388.71 $34.2K - $42.4K
634 $246K
ROST
Ross Stores, Inc.

Consumer Cyclical
-39
- 2.43%
$136.06 - $155.24 $5.31K - $6.05K
1.57K $236K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-206
- 1.94%
$25.38 - $26.27 $5.23K - $5.41K
10.4K $274K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-62
- 4.49%
$475.2 - $527.7 $29.5K - $32.7K
1.32K $697K
USRT
Ishares Core U.S. Reit ETF

ETFs
-575
- 10.0%
$53.07 - $62.66 $30.5K - $36K
5.18K $319K
JPUS
Jpmorgan Diversified Return Us

ETFs
-298
- 6.72%
$108.5 - $119.68 $32.3K - $35.7K
4.14K $495K
LAMR
Lamar Advertising CO

Real Estate
-248
- 7.99%
$110.9 - $135.58 $27.5K - $33.6K
2.86K $382K
EEM
Ishares Msci Emerging Markets

ETFs
-3.23K
- 6.52%
$40.42 - $46.7 $130K - $151K
46.3K $2.12M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-21
- 1.76%
$283.28 - $314.39 $5.95K - $6.6K
1.17K $368K
IWS
Ishares Russell Midcap Value E

ETFs
-80
- 3.59%
$119.52 - $132.25 $9.56K - $10.6K
2.15K $284K
DOV
Dover Corp

Industrials
-73
- 2.91%
$172.5 - $193.03 $12.6K - $14.1K
2.43K $467K
BLK
Black Rock Inc.

Financial Services
-39
- 11.96%
$782.27 - $949.51 $30.5K - $37K
287 $273K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-770
- 1.99%
$22.38 - $23.66 $17.2K - $18.2K
37.9K $890K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-167
- 4.78%
$105.53 - $118.34 $17.6K - $19.8K
3.33K $389K
MS
Morgan Stanley

Financial Services
-928
- 5.78%
$92.07 - $106.96 $85.4K - $99.3K
15.1K $1.58M
FITB
Fifth Third Bancorp

Financial Services
-2.47K
- 12.78%
$36.01 - $43.64 $89.1K - $108K
16.9K $723K
MDU
Mdu Resources Group Inc

Industrials
-2.67K
- 6.77%
$24.1 - $27.68 $64.4K - $73.9K
36.8K $1.01M
IP
International Paper CO

Consumer Cyclical
-296
- 4.88%
$42.55 - $49.98 $12.6K - $14.8K
5.77K $282K
IEMG
Ishares Inc

ETFs
-12
- 0.21%
$53.64 - $53.64 $644 - $644
5.58K $320K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-343
- 2.51%
$37.33 - $40.63 $12.8K - $13.9K
13.3K $541K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-1.05K
- 5.71%
$60.1 - $66.57 $63.3K - $70.1K
17.4K $1.15M
RS
Reliance Steel & Aluminum CO

Basic Materials
-65
- 0.54%
$271.23 - $308.75 $17.6K - $20.1K
11.9K $3.45M
KO
Coca Cola CO

Consumer Defensive
-392
- 5.92%
$62.69 - $73.01 $24.6K - $28.6K
6.23K $448K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-190
- 1.83%
$59.93 - $66.52 $11.4K - $12.6K
10.2K $680K
PEP
Pepsico Inc

Consumer Defensive
-32
- 0.53%
$161.9 - $179.3 $5.18K - $5.74K
6.02K $1.02M
IRM
Iron Mountain Inc

Real Estate
-897
- 19.43%
$89.69 - $119.32 $80.5K - $107K
3.72K $442K
KMI
Kinder Morgan, Inc.

Energy
-7.13K
- 8.56%
$19.72 - $22.22 $141K - $158K
76.2K $1.68M
MA
Mastercard Inc

Financial Services
-68
- 5.73%
$429.6 - $500.99 $29.2K - $34.1K
1.12K $552K
USB
Us Bancorp \De\

Financial Services
-683
- 6.8%
$39.04 - $47.23 $26.7K - $32.3K
9.37K $428K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-56
- 5.47%
$405.19 - $478.57 $22.7K - $26.8K
967 $445K
LPX
Louisiana Pacific Corp

Industrials
-744
- 16.79%
$80.06 - $107.45 $59.6K - $79.9K
3.69K $396K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-1.52K
- 4.8%
$28.08 - $32.61 $42.7K - $49.6K
30.1K $953K
CF
Cf Industries Holdings, Inc.

Basic Materials
-323
- 6.35%
$69.38 - $85.8 $22.4K - $27.7K
4.76K $409K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
-84
- 3.85%
$90.98 - $116.58 $7.64K - $9.79K
2.1K $239K
AEP
American Electric Power CO Inc

Utilities
-40
- 1.58%
$87.11 - $104.95 $3.48K - $4.2K
2.5K $256K
STT
State Street Corp

Financial Services
-133
- 4.26%
$73.37 - $89.31 $9.76K - $11.9K
2.99K $264K
CDW
Cdw Corp

Technology
-123
- 0.48%
$206.67 - $239.84 $25.4K - $29.5K
25.5K $5.78M
ED
Consolidated Edison Inc

Utilities
-310
- 6.34%
$88.42 - $104.97 $27.4K - $32.5K
4.58K $477K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-49
- 2.88%
$156.14 - $187.2 $7.65K - $9.17K
1.65K $305K
ABT
Abbott Laboratories

Healthcare
-47
- 1.03%
$100.07 - $118.13 $4.7K - $5.55K
4.51K $514K
MUB
Ishares National Muni Bond ETF

ETFs
-869
- 1.32%
$106.13 - $108.7 $92.2K - $94.5K
65.1K $7.08M
DOLE
Dole PLC

Consumer Defensive
-3.09K
- 13.17%
$12.17 - $17.12 $37.6K - $52.8K
20.3K $331K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.92K
- 5.05%
$25.45 - $29.53 $48.9K - $56.7K
36.1K $1.06M
Activity Summary
Buys All Purchases 119 New Holdings 13 Increased Positions 106 Sells All Sells 242 Reductions 242 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