Foster Victor Wealth Advisors, LLC holdings history

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299 is the total number of securities Foster Victor Wealth Advisors, LLC has owned. The longest Foster Victor Wealth Advisors, LLC has owned a single stock is 20 quarters.

Foster Victor Wealth Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AMZN AMAZON COM INC20200.98%2.01%2.40%Q4 2018Q3 202320
EFAV ISHARES TR20200.20%1.79%3.49%Q4 2018Q3 202320
LRCX LAM RESEARCH CORP20200.41%1.65%2.27%Q4 2018Q3 202320
GOOGL ALPHABET INC20200.50%1.65%2.29%Q4 2018Q3 202320
ADBE ADOBE SYSTEMS INCORPOR...20200.41%1.64%2.26%Q4 2018Q3 202320
MA MASTERCARD INCORPORATED20200.37%1.63%2.11%Q4 2018Q3 202320
BKNG BOOKING HOLDINGS INC20200.50%1.58%2.18%Q4 2018Q3 202320
ORLY O REILLY AUTOMOTIVE IN...20200.66%1.58%2.16%Q4 2018Q3 202320
JNJ JOHNSON & JOHNSON20200.73%1.48%1.91%Q4 2018Q3 202320
O REALTY INCOME CORP20200.92%1.42%1.80%Q4 2018Q3 202320
AMGN AMGEN INC20200.61%1.39%1.84%Q4 2018Q3 202320
AVGO BROADCOM INC20200.20%1.38%2.02%Q4 2018Q3 202320
GPC GENUINE PARTS CO20200.38%1.38%1.91%Q4 2018Q3 202320
LOW LOWES COS INC20200.48%1.32%1.73%Q4 2018Q3 202320
MSFT MICROSOFT CORP20200.18%1.23%1.78%Q4 2018Q3 202320
SCHG SCHWAB STRATEGIC TR20200.32%1.09%2.36%Q4 2018Q3 202320
BLK BLACKROCK INC20200.66%1.06%1.35%Q4 2018Q3 202320
PFE PFIZER INC20200.61%0.76%1.14%Q4 2018Q3 202320
EMR EMERSON ELEC CO20200.39%0.67%1.27%Q4 2018Q3 202320
PG PROCTER & GAMBLE CO20200.46%0.63%0.91%Q4 2018Q3 202320
PEP PEPSICO INC20200.45%0.61%1.04%Q4 2018Q3 202320
ENB ENBRIDGE INC20200.45%0.58%0.83%Q4 2018Q3 202320
SO SOUTHERN CO20200.39%0.52%1.04%Q4 2018Q3 202320
PM PHILIP MORRIS INTL INC20200.39%0.52%1.02%Q4 2018Q3 202320
UPS UNITED PARCEL SERVICE INC20200.37%0.48%0.60%Q4 2018Q3 202320
AAPL APPLE INC20200.29%0.44%1.11%Q4 2018Q3 202320
PPL PPL CORP20200.26%0.41%0.53%Q4 2018Q3 202320
VTEB VANGUARD MUN BD FDS20200.06%0.39%1.68%Q4 2018Q3 202320
VUG VANGUARD INDEX FDS20200.14%0.26%0.54%Q4 2018Q3 202320
VOE VANGUARD INDEX FDS20200.07%0.25%0.64%Q4 2018Q3 202320
MDYG SPDR SER TR20200.10%0.25%0.52%Q4 2018Q3 202320
FNDX SCHWAB STRATEGIC TR20200.13%0.24%0.53%Q4 2018Q3 202320
JPM JPMORGAN CHASE & CO20200.10%0.18%0.36%Q4 2018Q3 202320
GOOG ALPHABET INC20200.08%0.17%0.67%Q4 2018Q3 202320
DUK DUKE ENERGY CORP NEW20200.04%0.16%0.86%Q4 2018Q3 202320
VEA VANGUARD TAX-MANAGED I...20200.08%0.16%0.34%Q4 2018Q3 202320
FNDA SCHWAB STRATEGIC TR20200.03%0.15%0.37%Q4 2018Q3 202320
FNDF SCHWAB STRATEGIC TR20200.03%0.13%0.32%Q4 2018Q3 202320
SCHH SCHWAB STRATEGIC TR20200.03%0.10%0.26%Q4 2018Q3 202320
KO COCA COLA CO20200.04%0.08%0.20%Q4 2018Q3 202320
SCHX SCHWAB STRATEGIC TR1450.49%6.18%14.26%Q4 2018Q3 202319
AMT AMERICAN TOWER CORP NEW19190.49%1.60%2.17%Q4 2018Q2 202319
FB META PLATFORMS INC1630.10%1.51%2.32%Q4 2018Q3 202319
KDP KEURIG DR PEPPER INC19190.24%1.38%1.83%Q1 2019Q3 202319
SCHO SCHWAB STRATEGIC TR19190.23%1.05%1.62%Q1 2019Q3 202319
AEP AMERICAN ELEC PWR INC19190.61%0.82%1.03%Q4 2018Q2 202319
MET METLIFE INC19190.22%0.50%1.03%Q1 2019Q3 202319
GIS GENERAL MLS INC19190.36%0.45%0.58%Q4 2018Q2 202319
BRKB BERKSHIRE HATHAWAY INC...19190.06%0.16%0.29%Q1 2019Q3 202319
VTV VANGUARD INDEX FDS1440.10%2.51%5.18%Q1 2019Q3 202318
ILMN ILLUMINA INC18180.98%1.72%2.23%Q2 2019Q3 202318
VLO VALERO ENERGY CORP NEW18180.71%1.50%2.00%Q2 2019Q3 202318
NXPI NXP SEMICONDUCTORS N V18180.61%1.23%1.54%Q2 2019Q3 202318
HD HOME DEPOT INC18180.08%0.14%0.22%Q2 2019Q3 202318
SCHE SCHWAB STRATEGIC TR1440.04%0.07%0.16%Q1 2019Q3 202318
WMT WALMART INC17170.10%0.77%1.30%Q3 2019Q3 202317
D DOMINION ENERGY INC17170.45%0.57%0.78%Q4 2018Q4 202217
VZ VERIZON COMMUNICATIONS...1520.03%0.42%0.60%Q4 2018Q1 202317
HUBB HUBBELL INC980.09%0.18%0.36%Q4 2018Q3 202317
SLYG SPDR SER TR1520.08%0.18%0.31%Q4 2018Q3 202317
AVXL ANAVEX LIFE SCIENCES CORP17170.01%0.04%0.08%Q3 2019Q3 202317
TFC TRUIST FINL CORP16160.08%0.90%1.15%Q4 2019Q3 202316
IQLT ISHARES TR16160.05%0.82%2.77%Q4 2019Q3 202316
CI THE CIGNA GROUP1420.12%0.69%1.13%Q4 2018Q3 202316
PAYC PAYCOM SOFTWARE INC1410.05%0.13%0.27%Q2 2019Q3 202316
BAC BK OF AMERICA CORP1420.06%0.08%0.15%Q3 2019Q3 202316
VGIT VANGUARD SCOTTSDALE FDS15150.37%1.27%3.30%Q1 2020Q3 202315
MUB ISHARES TR1410.02%1.10%2.10%Q4 2019Q3 202315
QQQ INVESCO QQQ TR15150.09%0.67%3.07%Q1 2020Q3 202315
NVDA NVIDIA CORPORATION1020.05%0.14%0.23%Q1 2019Q3 202315
IVV ISHARES TR710.02%0.10%0.31%Q4 2018Q3 202315
DIS DISNEY WALT CO1230.03%0.06%0.18%Q2 2019Q3 202315
AAME ATLANTIC AMERN CORP15150.01%0.02%0.03%Q1 2020Q3 202315
VO VANGUARD INDEX FDS14140.46%3.30%5.66%Q2 2020Q3 202314
IJR ISHARES TR14140.20%1.68%2.86%Q2 2020Q3 202314
VNQ VANGUARD INDEX FDS14140.14%1.18%1.90%Q2 2020Q3 202314
CSCO CISCO SYS INC14140.87%1.13%1.37%Q2 2020Q3 202314
NVS NOVARTIS AG14140.81%1.07%1.35%Q2 2020Q3 202314
NDAQ NASDAQ INC14140.14%0.89%1.28%Q2 2020Q3 202314
GRMN GARMIN LTD14140.11%0.87%1.34%Q2 2020Q3 202314
SSNC SS&C TECHNOLOGIES HLDG...14140.14%0.86%1.28%Q2 2020Q3 202314
BSX BOSTON SCIENTIFIC CORP14140.16%0.86%1.20%Q2 2020Q3 202314
EA ELECTRONIC ARTS INC14140.14%0.80%1.19%Q2 2020Q3 202314
LPLA LPL FINL HLDGS INC14140.12%0.76%1.18%Q2 2020Q3 202314
STE STERIS PLC14140.10%0.70%1.07%Q2 2020Q3 202314
CMCSA COMCAST CORP NEW14140.12%0.65%1.01%Q2 2020Q3 202314
XPO XPO LOGISTICS INC14140.07%0.32%0.46%Q2 2020Q3 202314
SCZ ISHARES TR1130.02%0.25%1.93%Q4 2019Q2 202314
TSLA TESLA INC1130.07%0.14%0.22%Q1 2020Q3 202314
EFA ISHARES TR1310.03%0.07%0.36%Q4 2018Q3 202314
SCHB SCHWAB STRATEGIC TR1310.04%0.07%0.24%Q4 2019Q3 202314
XOM EXXON MOBIL CORP14140.04%0.06%0.10%Q2 2020Q3 202314
AGNC AGNC INVT CORP14140.04%0.05%0.08%Q2 2020Q3 202314
TEL TE CONNECTIVITY LTD13131.01%1.23%1.53%Q3 2020Q3 202313
MAS MASCO CORP13130.11%0.75%1.08%Q3 2020Q3 202313
MDLZ MONDELEZ INTL INC13130.36%0.45%0.57%Q3 2020Q3 202313
SPY SPDR S&P 500 ETF TR13130.05%0.35%0.83%Q3 2020Q3 202313
ABT ABBOTT LABS1120.04%0.11%0.18%Q2 2020Q3 202313
USMV ISHARES TR710.03%0.09%0.22%Q4 2018Q1 202313
TMO THERMO FISHER SCIENTIF...13130.03%0.04%0.06%Q3 2020Q3 202313
ET ENERGY TRANSFER LP13130.02%0.02%0.03%Q3 2020Q3 202313
SCHV SCHWAB STRATEGIC TR750.17%6.21%16.71%Q4 2018Q1 202212
SCHM SCHWAB STRATEGIC TR610.03%1.27%3.08%Q1 2019Q4 202212
BJ BJS WHSL CLUB HLDGS INC12120.23%0.62%0.82%Q4 2020Q3 202312
IPG INTERPUBLIC GROUP COS INC12120.10%0.42%0.62%Q3 2020Q2 202312
SQ SQUARE INC12120.06%0.15%0.26%Q4 2018Q3 202112
VWOB VANGUARD WHITEHALL FDS...12120.05%0.12%0.24%Q4 2018Q3 202112
V VISA INC1110.02%0.11%0.21%Q4 2018Q1 202312
IBM INTERNATIONAL BUSINESS...12120.03%0.04%0.06%Q4 2020Q3 202312
CRM SALESFORCE INC11110.97%1.19%1.50%Q1 2021Q3 202311
CSGP COSTAR GROUP INC11110.70%0.85%0.95%Q1 2021Q3 202311
VRTX VERTEX PHARMACEUTICALS...11110.49%0.67%1.37%Q1 2021Q3 202311
SON SONOCO PRODS CO11110.14%0.18%0.26%Q1 2021Q3 202311
SHOP SHOPIFY INC11110.04%0.17%0.41%Q2 2019Q4 202111
BSV VANGUARD BD INDEX FDS10100.64%1.04%1.35%Q2 2020Q3 202210
TTD THE TRADE DESK INC10100.10%0.16%0.28%Q1 2019Q2 202110
PYPL PAYPAL HLDGS INC991.42%1.93%2.17%Q4 2019Q4 20219
QCOM QUALCOMM INC990.74%1.14%1.31%Q3 2021Q3 20239
VMC VULCAN MATLS CO990.45%1.06%1.56%Q4 2018Q4 20209
SCHA SCHWAB STRATEGIC TR540.33%0.81%1.20%Q1 2019Q3 20219
FCX FREEPORT-MCMORAN INC990.04%0.79%1.09%Q3 2021Q3 20239
ABC AMERISOURCEBERGEN CORP990.37%0.51%0.79%Q4 2018Q4 20209
CERN CERNER CORP990.25%0.50%0.68%Q4 2018Q4 20209
GSK GSK PLC990.08%0.43%0.75%Q2 2020Q2 20229
NEAR ISHARES U S ETF TR990.27%0.34%0.51%Q3 2020Q3 20229
MELI MERCADOLIBRE INC990.07%0.14%0.21%Q2 2019Q2 20219
SUB ISHARES TR990.06%0.08%0.10%Q3 2020Q3 20229
FNDE SCHWAB STRATEGIC TR630.04%0.08%0.16%Q2 2019Q3 20219
UNH UNITEDHEALTH GROUP INC810.04%0.07%0.23%Q4 2018Q3 20239
TLT ISHARES TR880.14%1.03%2.28%Q4 2019Q3 20218
DBEU DBX ETF TR310.22%0.49%0.95%Q2 2019Q2 20238
OSK OSHKOSH CORP880.07%0.21%0.31%Q3 2020Q2 20228
DFAC DIMENSIONAL ETF TRUST620.05%0.06%0.07%Q3 2021Q3 20238
UMC UNITED MICROELECTRONIC...880.02%0.03%0.04%Q4 2021Q3 20238
LYG LLOYDS BANKING GROUP PLC880.02%0.03%0.03%Q4 2021Q3 20238
JPUS JP MORGAN EXCHANGE TRA...770.16%9.75%15.92%Q4 2018Q2 20207
JPME JP MORGAN EXCHANGE TRA...770.15%9.73%15.90%Q4 2018Q2 20207
JPSE JP MORGAN EXCHANGE TRA...770.11%7.23%11.68%Q4 2018Q2 20207
CGNX COGNEX CORP771.60%1.78%2.06%Q1 2022Q3 20237
HAL HALLIBURTON CO770.78%0.93%1.04%Q1 2022Q3 20237
MO ALTRIA GROUP INC770.35%0.89%1.31%Q4 2018Q2 20207
SCHC SCHWAB STRATEGIC TR510.03%0.58%1.25%Q4 2019Q1 20237
SPIB SPDR SER TR410.17%0.53%0.93%Q2 2019Q3 20237
WFC WELLS FARGO CO NEW770.39%0.50%0.58%Q4 2018Q2 20207
GXO LOGISTICS INCORPOR...610.30%0.36%0.42%Q4 2021Q3 20237
PRU PRUDENTIAL FINL INC510.03%0.05%0.15%Q2 2019Q4 20227
ABBV ABBVIE INC520.03%0.04%0.06%Q4 2021Q3 20237
SBSW SIBANYE STILLWATER LTD770.02%0.03%0.03%Q1 2022Q3 20237
WELL WELLTOWER INC660.74%1.18%1.58%Q4 2018Q1 20206
SCHP SCHWAB STRATEGIC TR660.03%0.84%1.31%Q4 2021Q1 20236
PXF INVESCO EXCH TRADED FD...420.47%0.57%0.67%Q1 2021Q3 20236
CTXS CITRIX SYS INC660.20%0.47%0.73%Q3 2020Q4 20216
KMB KIMBERLY-CLARK CORP660.09%0.29%0.49%Q2 2020Q3 20216
SLV ISHARES SILVER TRUST420.04%0.08%0.14%Q4 2018Q2 20236
WPM WHEATON PRECIOUS METAL...660.05%0.08%0.11%Q1 2020Q2 20216
SFST SOUTHERN FIRST BANCSHARES660.03%0.04%0.04%Q3 2021Q4 20226
RTX RTX CORPORATION660.03%0.04%0.05%Q2 2022Q3 20236
ORCL ORACLE CORP660.03%0.04%0.04%Q2 2022Q3 20236
COST COSTCO WHSL CORP NEW660.03%0.04%0.04%Q2 2022Q3 20236
MCD MCDONALDS CORP410.02%0.03%0.04%Q3 2021Q2 20236
HDB HDFC BANK LTD510.03%0.03%0.03%Q1 2022Q3 20236
EOG EOG RES INC510.02%0.03%0.03%Q1 2022Q3 20236
SAND SANDSTORM GOLD LTD660.01%0.02%0.03%Q1 2020Q2 20216
DTIL PRECISION BIOSCIENCES INC510.00%0.01%0.02%Q4 2021Q3 20236
IDEX IDEANOMICS INC660.00%0.01%0.01%Q2 2020Q3 20216
MSFT MICROSOFT CORP660.00%0.00%0.01%Q1 2020Q2 20216
AEYE INC660.00%0.00%0.00%Q2 2022Q3 20236
ASXC ASENSUS SURGICAL INC660.00%0.00%0.00%Q2 2022Q3 20236
RWO SPDR INDEX SHS FDS320.17%0.61%0.95%Q2 2019Q4 20215
GSK PLC550.54%0.57%0.62%Q3 2022Q3 20235
VIGI VANGUARD WHITEHALL FDS...210.22%0.54%0.74%Q2 2019Q2 20235
CMI CUMMINS INC550.37%0.48%0.56%Q3 2022Q3 20235
NTES NETEASE INC550.16%0.43%0.77%Q2 2020Q2 20215
FDIS FIDELITY COVINGTON TR550.22%0.31%0.37%Q4 2018Q4 20195
ANET ARISTA NETWORKS INC320.06%0.13%0.22%Q1 2019Q3 20205
LMT LOCKHEED MARTIN CORP550.06%0.07%0.08%Q3 2022Q3 20235
MDB MONGODB INC550.05%0.06%0.07%Q2 2020Q2 20215
SHW SHERWIN WILLIAMS CO550.06%0.06%0.06%Q3 2022Q3 20235
SGRY SURGERY PARTNERS INC550.03%0.04%0.07%Q4 2021Q4 20225
CVX CHEVRON CORP NEW410.03%0.04%0.06%Q1 2022Q3 20235
AZN ASTRAZENECA PLC410.03%0.03%0.04%Q1 2022Q3 20235
ASML ASML HOLDING N V410.03%0.03%0.03%Q1 2022Q3 20235
BCSF BAIN CAP SPECIALTY FIN...410.01%0.02%0.03%Q4 2021Q3 20235
DAR DARLING INGREDIENTS INC440.79%0.84%0.90%Q4 2022Q3 20234
CMG CHIPOTLE MEXICAN GRILL...440.66%0.78%0.86%Q4 2022Q3 20234
BBT BB&T CORP440.56%0.66%0.92%Q4 2018Q3 20194
SPTL SPDR SER TR440.56%0.65%0.73%Q4 2022Q3 20234
RXO INC440.18%0.19%0.20%Q4 2022Q3 20234
PCI PIMCO DYNMIC CREDIT AN...310.06%0.11%0.15%Q2 2019Q4 20204
GE GENERAL ELECTRIC CO440.07%0.09%0.11%Q1 2019Q4 20194
SOXX ISHARES TR440.04%0.04%0.05%Q4 2020Q3 20214
DOCU DOCUSIGN INC440.03%0.04%0.05%Q3 2020Q2 20214
GOOG ALPHABET INC310.03%0.03%0.04%Q4 2018Q4 20194
NEE NEXTERA ENERGY INC220.03%0.03%0.03%Q4 2021Q1 20234
IJH ISHARES TR310.02%0.03%0.04%Q2 2022Q2 20234
NSC NORFOLK SOUTHN CORP440.02%0.03%0.03%Q3 2022Q2 20234
HON HONEYWELL INTL INC440.02%0.03%0.03%Q4 2022Q3 20234
PCT PURECYCLE TECHNOLOGIES...440.01%0.02%0.02%Q4 2022Q3 20234
AAPL APPLE INC310.01%0.01%0.02%Q4 2018Q4 20194
TTD THE TRADE DESK INC440.01%0.01%0.01%Q2 2019Q1 20204
SLV ISHARES SILVER TRUST440.00%0.01%0.03%Q4 2018Q3 20194
MDB MONGODB INC440.00%0.00%0.01%Q3 2020Q2 20214
COWZ PACER FDS TR331.73%1.82%1.88%Q1 2023Q3 20233
EEMV ISHARES INC210.67%0.86%1.18%Q4 2019Q4 20203
AABA ALTABA INC330.42%0.63%0.82%Q4 2018Q2 20193
VCIT VANGUARD SCOTTSDALE FDS330.07%0.55%1.42%Q4 2019Q2 20203
IXUS ISHARES TR330.50%0.53%0.56%Q4 2022Q2 20233
BABA ALIBABA GROUP HLDG LTD330.15%0.26%0.34%Q2 2020Q4 20203
SHOP SHOPIFY INC330.10%0.13%0.17%Q2 2019Q4 20193
IVW ISHARES TR210.03%0.12%0.17%Q1 2019Q4 20213
ISRG INTUITIVE SURGICAL INC110.07%0.10%0.16%Q1 2019Q3 20203
MELI MERCADOLIBRE INC330.04%0.05%0.07%Q2 2019Q4 20193
IEFA ISHARES TR330.04%0.04%0.05%Q1 2022Q3 20223
BP BP PLC330.04%0.04%0.04%Q1 2023Q3 20233
FNDC SCHWAB STRATEGIC TR330.03%0.04%0.04%Q1 2021Q3 20213
CRH CRH PLC330.03%0.03%0.03%Q4 2022Q2 20233
FLR FLUOR CORP NEW110.02%0.03%0.04%Q3 2022Q3 20233
BX BLACKSTONE INC330.03%0.03%0.04%Q1 2023Q3 20233
SAP SAP SE330.03%0.03%0.03%Q1 2023Q3 20233
SQ SQUARE INC210.01%0.03%0.07%Q4 2018Q3 20193
DEO DIAGEO PLC210.02%0.02%0.03%Q1 2022Q2 20233
AMT AMERICAN TOWER CORP NEW210.02%0.02%0.02%Q4 2018Q3 20193
T STAMP INC330.00%0.00%0.00%Q2 2022Q4 20223
USRT ISHARES TR221.01%1.06%1.11%Q4 2019Q1 20202
SPAB SPDR SER TR220.86%0.99%1.12%Q1 2020Q2 20202
LQD ISHARES TR220.12%0.85%1.59%Q4 2019Q1 20202
VTR VENTAS INC220.43%0.51%0.60%Q4 2018Q1 20192
MGY MAGNOLIA OIL & GAS CORP220.39%0.41%0.43%Q2 2023Q3 20232
LAMR LAMAR ADVERTISING CO NEW220.31%0.36%0.42%Q4 2018Q1 20192
HBI HANESBRANDS INC220.31%0.33%0.34%Q4 2018Q1 20192
AAP ADVANCE AUTO PARTS INC220.25%0.28%0.31%Q4 2018Q1 20192
MDYV SPDR SERIES TRUST220.22%0.26%0.29%Q4 2018Q1 20192
UBSI UNITED BANKSHARES INC ...220.22%0.22%0.22%Q2 2023Q3 20232
LNT ALLIANT ENERGY CORP220.19%0.22%0.24%Q4 2018Q1 20192
TRIP TRIPADVISOR INC220.18%0.20%0.23%Q4 2018Q1 20192
AGG ISHARES TR110.05%0.12%0.19%Q4 2018Q2 20222
T AT&T INC220.09%0.12%0.15%Q4 2019Q1 20202
HDS HD SUPPLY HLDGS INC220.07%0.12%0.16%Q2 2020Q3 20202
TWLO TWILIO INC220.06%0.07%0.07%Q2 2020Q3 20202
VCSH VANGUARD SCOTTSDALE FDS220.05%0.05%0.05%Q4 2022Q1 20232
CVS CVS HEALTH CORP220.04%0.04%0.04%Q2 2022Q3 20222
FBNC FIRST BANCORP N C220.04%0.04%0.04%Q2 2023Q3 20232
IEMG ISHARES INC220.04%0.04%0.04%Q2 2022Q3 20222
PLTR PALANTIR TECHNOLOGIES INC220.03%0.03%0.04%Q2 2023Q3 20232
JEPI J P MORGAN EXCHANGE TR...220.02%0.03%0.04%Q2 2023Q3 20232
ZM ZOOM VIDEO COMMUNICATI...110.01%0.03%0.06%Q3 2020Q2 20212
FSMB FIRST TR EXCH TRADED F...220.03%0.03%0.03%Q4 2022Q1 20232
TJX TJX COS INC NEW220.03%0.03%0.03%Q4 2022Q1 20232
SBUX STARBUCKS CORP220.03%0.03%0.03%Q4 2022Q1 20232
CAT CATERPILLAR INC220.02%0.03%0.03%Q2 2023Q3 20232
LLY LILLY ELI & CO220.02%0.03%0.03%Q2 2023Q3 20232
MRK MERCK & CO INC110.02%0.03%0.03%Q4 2022Q2 20232
DOCU DOCUSIGN INC220.02%0.02%0.03%Q3 2020Q4 20202
RIO RIO TINTO PLC110.02%0.02%0.03%Q4 2022Q3 20232
ZM ZOOM VIDEO COMMUNICATI...110.01%0.02%0.03%Q3 2020Q2 20212
TWLO TWILIO INC220.01%0.01%0.01%Q2 2020Q3 20202
ANET ARISTA NETWORKS INC220.00%0.01%0.01%Q2 2019Q3 20192
ACB AURORA CANNABIS INC220.00%0.01%0.01%Q4 2019Q1 20202
USO UNITED STS OIL FD LP220.00%0.00%0.00%Q2 2021Q3 20212
USO UNITED STS OIL FD LP220.00%0.00%0.00%Q2 2021Q3 20212
FTNT FORTINET INC111.21%1.21%1.21%Q3 2023Q3 20231
OKE ONEOK INC NEW111.20%1.20%1.20%Q3 2023Q3 20231
SMCI SUPER MICRO COMPUTER INC110.67%0.67%0.67%Q3 2023Q3 20231
OWL BLUE OWL CAPITAL INC110.51%0.51%0.51%Q3 2023Q3 20231
KENVUE INC110.24%0.24%0.24%Q3 2023Q3 20231
XLV SELECT SECTOR SPDR TR110.21%0.21%0.21%Q4 2019Q4 20191
HALEON PLC110.14%0.14%0.14%Q3 2022Q3 20221
XLP SELECT SECTOR SPDR TR110.13%0.13%0.13%Q4 2019Q4 20191
DTD WISDOMTREE TR110.09%0.09%0.09%Q4 2019Q4 20191
JNK SPDR SERIES TRUST110.09%0.09%0.09%Q4 2019Q4 20191
SHY ISHARES TR110.05%0.05%0.05%Q3 2022Q3 20221
FPE FIRST TR EXCH TRADED F...110.05%0.05%0.05%Q3 2021Q3 20211
SCHD SCHWAB STRATEGIC TR110.04%0.04%0.04%Q4 2022Q4 20221
VGT VANGUARD WORLD FDS110.04%0.04%0.04%Q1 2023Q1 20231
FCCO FIRST CMNTY CORP S C110.04%0.04%0.04%Q1 2023Q1 20231
FTSL FIRST TR EXCHANGE-TRAD...110.04%0.04%0.04%Q3 2021Q3 20211
CRH PLC110.04%0.04%0.04%Q3 2023Q3 20231
NTG TORTOISE MIDSTRM ENERG...110.04%0.04%0.04%Q4 2021Q4 20211
GLD SPDR GOLD TR110.03%0.03%0.03%Q1 2022Q1 20221
IGSB ISHARES TR110.03%0.03%0.03%Q3 2021Q3 20211
TROX TRONOX HOLDINGS PLC110.03%0.03%0.03%Q4 2021Q4 20211
XLY SELECT SECTOR SPDR TR110.03%0.03%0.03%Q4 2021Q4 20211
FMB FIRST TR EXCH TRADED F...110.03%0.03%0.03%Q4 2021Q4 20211
INTC INTEL CORP110.03%0.03%0.03%Q4 2021Q4 20211
VV VANGUARD INDEX FDS110.03%0.03%0.03%Q3 2023Q3 20231
NOC NORTHROP GRUMMAN CORP110.03%0.03%0.03%Q4 2022Q4 20221
VOO VANGUARD INDEX FDS110.03%0.03%0.03%Q3 2023Q3 20231
MPC MARATHON PETE CORP110.03%0.03%0.03%Q3 2023Q3 20231
ORION OFFICE REIT INC110.02%0.02%0.02%Q4 2021Q4 20211
SHELL PLC110.02%0.02%0.02%Q3 2023Q3 20231
SE SEA LTD110.02%0.02%0.02%Q2 2021Q2 20211
ITOT ISHARES TR110.02%0.02%0.02%Q2 2023Q2 20231
NLY ANNALY CAPITAL MANAGEM...110.02%0.02%0.02%Q3 2021Q3 20211
V VISA INC110.02%0.02%0.02%Q4 2018Q4 20181
OCSL OAKTREE SPECIALTY LEND...110.01%0.01%0.01%Q4 2021Q4 20211
SE SEA LTD110.01%0.01%0.01%Q2 2021Q2 20211
STRYVE FOODS INC110.00%0.00%0.00%Q4 2022Q4 20221
SEASTAR MEDICAL HOLDIN...110.00%0.00%0.00%Q3 2023Q3 20231
TSLA TESLA INC110.00%0.00%0.00%Q3 2020Q3 20201
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The securities at the top of the list , including AMAZON COM INC, ISHARES TR, and LAM RESEARCH CORP, are the highest-conviction holdings of Foster Victor Wealth Advisors, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Foster Victor Wealth Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Foster Victor Wealth Advisors, LLC owns currently or has owned in the past.