$439 Million is the total value of Foster Victor Wealth Advisors, LLC's 137 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSLA | Exit | TESLA INCput | $0 | – | -114,100 | -100.0% | 0.00% | – |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcl a | $0 | – | -48 | -100.0% | -0.01% | – |
| TWLO | Exit | TWILIO INCcall | $0 | – | -200 | -100.0% | -0.01% | – |
| ANET | Exit | ARISTA NETWORKS INC | $0 | – | -990 | -100.0% | -0.06% | – |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcall | $0 | – | -500 | -100.0% | -0.06% | – |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -950 | -100.0% | -0.06% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -350 | -100.0% | -0.07% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -2,397 | -100.0% | -0.07% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,140 | -100.0% | -0.13% | – |
| HUBB | Exit | HUBBELL INC | $0 | – | -3,903 | -100.0% | -0.14% | – |
| HDS | Exit | HD SUPPLY HLDGS INC | $0 | – | -14,666 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-08
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.