Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
AMAZON COM INC | 23 | Q2 2024 | 2.4% |
LAM RESEARCH CORP | 23 | Q2 2024 | 2.3% |
ALPHABET INC | 23 | Q2 2024 | 2.3% |
ADOBE SYSTEMS INCORPORATED | 23 | Q2 2024 | 2.3% |
MASTERCARD INCORPORATED | 23 | Q2 2024 | 2.1% |
BOOKING HOLDINGS INC | 23 | Q2 2024 | 2.2% |
O REILLY AUTOMOTIVE INC NEW | 23 | Q2 2024 | 2.2% |
ISHARES TR | 23 | Q2 2024 | 3.5% |
JOHNSON & JOHNSON | 23 | Q2 2024 | 1.9% |
AMGEN INC | 23 | Q2 2024 | 1.8% |
View Foster Victor Wealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-23 |
13F-HR | 2024-07-18 |
13F-HR | 2024-04-26 |
13F-HR | 2024-01-19 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-17 |
13F-HR | 2023-04-20 |
13F-HR | 2023-01-27 |
13F-HR | 2022-10-24 |
13F-HR | 2022-07-19 |
View Foster Victor Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.