Foster & Motley Inc has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.58 Billion distributed in 375 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental Intl Large with a value of $90.1M, Schwab Strategic Tr Intl Eqty with a value of $61.8M, Hartford Multifactor Developed with a value of $59.4M, Apple Inc. with a value of $57.4M, and Janus Detroit Str Tr Henderson with a value of $45.1M.

Examining the 13F form we can see an increase of $122M in the current position value, from $1.46B to 1.58B.

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 $1.58 Billion
ETFs: $688 Million
Technology: $236 Million
Financial Services: $137 Million
Healthcare: $105 Million
Consumer Cyclical: $96.3 Million
Industrials: $83.9 Million
Communication Services: $73.4 Million
Consumer Defensive: $61.1 Million
Other: $86.4 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 375
  • Current Value $1.58 Billion
  • Prior Value $1.46 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 106 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 242 stocks
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