Foster & Motley Inc has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.54 Billion distributed in 373 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental Intl Large with a value of $86.1M, Apple Inc. with a value of $61.8M, Schwab Strategic Tr Intl Eqty with a value of $58.5M, Hartford Multifactor Developed with a value of $58.3M, and Janus Detroit Str Tr Henderson with a value of $55M.

Examining the 13F form we can see an decrease of $39.1M in the current position value, from $1.58B to 1.54B.

Foster & Motley Inc is based out at Cincinnati, OH

Below you can find more details about Foster & Motley Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.54 Billion
ETFs: $676 Million
Technology: $233 Million
Financial Services: $139 Million
Healthcare: $95.9 Million
Consumer Cyclical: $93 Million
Industrials: $78.1 Million
Communication Services: $74 Million
Consumer Defensive: $60 Million
Other: $79.1 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 373
  • Current Value $1.54 Billion
  • Prior Value $1.58 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 126 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 213 stocks
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