Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
AMAZON COM INC | 20 | Q3 2023 | 2.4% |
ISHARES TR | 20 | Q3 2023 | 3.5% |
LAM RESEARCH CORP | 20 | Q3 2023 | 2.3% |
ALPHABET INC | 20 | Q3 2023 | 2.3% |
ADOBE SYSTEMS INCORPORATED | 20 | Q3 2023 | 2.3% |
MASTERCARD INCORPORATED | 20 | Q3 2023 | 2.1% |
BOOKING HOLDINGS INC | 20 | Q3 2023 | 2.2% |
O REILLY AUTOMOTIVE INC NEW | 20 | Q3 2023 | 2.2% |
JOHNSON & JOHNSON | 20 | Q3 2023 | 1.9% |
REALTY INCOME CORP | 20 | Q3 2023 | 1.8% |
View Foster Victor Wealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-04-14 |
13F-HR | 2022-01-19 |
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.