$231 Million is the total value of Foster Victor Wealth Advisors, LLC's 113 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ANET | Exit | ARISTA NETWORKS INCcall | $0 | – | -200 | -100.0% | -0.00% | – |
| SLV | Exit | ISHARES SILVER TRUSTcall | $0 | – | -20,000 | -100.0% | -0.00% | – |
| SQ | Exit | SQUARE INCcall | $0 | – | -500 | -100.0% | -0.01% | – |
| AMT | Exit | AMERICAN TOWER CORP NEWcall | $0 | – | -300 | -100.0% | -0.02% | – |
| SLV | Exit | ISHARES SILVER TRUSTishares | $0 | – | -9,076 | -100.0% | -0.08% | – |
| ANET | Exit | ARISTA NETWORKS INC | $0 | – | -900 | -100.0% | -0.12% | – |
| BBT | Exit | BB&T CORP | $0 | – | -32,144 | -100.0% | -0.92% | – |
| SPIB | Exit | SPDR SERIES TRUSTportfolio intrmd | $0 | – | -47,333 | -100.0% | -0.93% | – |
| RWO | Exit | SPDR INDEX SHS FDSdj glb rl es etf | $0 | – | -32,768 | -100.0% | -0.95% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-13
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.