$625 Million is the total value of Foster Victor Wealth Advisors, LLC's 141 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 17.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $55,215,000 | -1.6% | 530,757 | -1.6% | 8.84% | -5.7% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $24,317,000 | -2.0% | 102,706 | -1.8% | 3.89% | -6.1% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $14,301,000 | +9.0% | 5,349 | -0.4% | 2.29% | +4.4% |
| FB | Buy | FACEBOOK INCcl a | $14,286,000 | +3.0% | 42,094 | +5.5% | 2.29% | -1.3% |
| BKNG | Buy | BOOKING HOLDINGS INC | $13,609,000 | +21.2% | 5,733 | +11.7% | 2.18% | +16.2% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $13,603,000 | +0.7% | 23,627 | +2.4% | 2.18% | -3.5% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $13,528,000 | +13.4% | 22,139 | +5.1% | 2.16% | +8.7% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $13,497,000 | +4.5% | 50,854 | +6.4% | 2.16% | +0.1% |
| AMZN | Buy | AMAZON COM INC | $13,058,000 | +5.7% | 3,975 | +10.7% | 2.09% | +1.3% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $12,617,000 | +7.6% | 36,290 | +13.0% | 2.02% | +3.1% |
| PYPL | Buy | PAYPAL HLDGS INC | $12,506,000 | -3.9% | 48,061 | +7.7% | 2.00% | -7.9% |
| LRCX | Buy | LAM RESEARCH CORP | $12,432,000 | -4.2% | 21,843 | +9.6% | 1.99% | -8.2% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $12,418,000 | -2.0% | 91,731 | -0.5% | 1.99% | -6.1% |
| ILMN | Buy | ILLUMINA INC | $12,212,000 | -8.5% | 30,108 | +6.8% | 1.95% | -12.3% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $12,140,000 | -3.0% | 111,182 | +0.3% | 1.94% | -7.0% |
| MSFT | Buy | MICROSOFT CORP | $10,867,000 | +11.5% | 38,546 | +7.2% | 1.74% | +6.9% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $10,819,000 | +1.1% | 143,597 | +1.4% | 1.73% | -3.1% |
| LOW | Buy | LOWES COS INC | $10,655,000 | +12.5% | 52,522 | +7.6% | 1.70% | +7.8% |
| MUB | Buy | ISHARES TRnational mun etf | $9,598,000 | +6.3% | 82,620 | +7.3% | 1.54% | +1.9% |
| CRM | Buy | SALESFORCE COM INC | $9,379,000 | +18.5% | 34,580 | +6.7% | 1.50% | +13.6% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $8,983,000 | +1.9% | 132,976 | +2.3% | 1.44% | -2.4% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $8,915,000 | -1.2% | 87,588 | -1.2% | 1.43% | -5.3% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $8,903,000 | +2.4% | 45,454 | +7.5% | 1.42% | -1.9% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $8,901,000 | +13.1% | 173,884 | +13.2% | 1.42% | +8.4% |
| AVGO | Buy | BROADCOM INC | $8,575,000 | +5.4% | 17,683 | +3.7% | 1.37% | +1.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $8,400,000 | +4.5% | 52,013 | +6.6% | 1.34% | +0.1% |
| BLK | Buy | BLACKROCK INC | $8,308,000 | +2.6% | 9,907 | +7.0% | 1.33% | -1.7% |
| GPC | Buy | GENUINE PARTS CO | $8,077,000 | -1.1% | 66,623 | +3.1% | 1.29% | -5.2% |
| VLO | Buy | VALERO ENERGY CORP | $8,016,000 | +2.2% | 113,594 | +13.1% | 1.28% | -2.0% |
| KDP | Buy | KEURIG DR PEPPER INC | $8,014,000 | +0.9% | 234,599 | +4.1% | 1.28% | -3.3% |
| O | Buy | REALTY INCOME CORP | $7,940,000 | +1.3% | 122,413 | +4.2% | 1.27% | -2.9% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $7,435,000 | +129.4% | 50,204 | +126.1% | 1.19% | +120.0% |
| AMGN | Buy | AMGEN INC | $6,960,000 | -6.5% | 32,729 | +7.2% | 1.11% | -10.3% |
| TEL | Buy | TE CONNECTIVITY LTD | $6,828,000 | +3.0% | 49,760 | +1.5% | 1.09% | -1.3% |
| CSCO | Sell | CISCO SYS INC | $6,179,000 | +0.6% | 113,520 | -2.1% | 0.99% | -3.6% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $6,159,000 | +5.3% | 75,168 | +5.6% | 0.99% | +1.0% |
| NDAQ | Buy | NASDAQ INC | $5,935,000 | +22.4% | 30,747 | +11.5% | 0.95% | +17.3% |
| CSGP | Buy | COSTAR GROUP INC | $5,909,000 | +16.3% | 68,659 | +11.9% | 0.95% | +11.4% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $5,611,000 | +21.5% | 129,327 | +19.7% | 0.90% | +16.5% |
| GRMN | Buy | GARMIN LTD | $5,614,000 | +19.7% | 36,109 | +11.3% | 0.90% | +14.7% |
| WMT | Buy | WALMART INC | $5,547,000 | +18.7% | 39,799 | +20.1% | 0.89% | +13.8% |
| TFC | Buy | TRUIST FINL CORP | $5,493,000 | +27.2% | 93,657 | +20.4% | 0.88% | +21.9% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $5,328,000 | +2.1% | 36,919 | +2.1% | 0.85% | -2.1% |
| NVS | Buy | NOVARTIS AGsponsored adr | $5,056,000 | -8.3% | 61,827 | +2.3% | 0.81% | -12.2% |
| LPLA | Buy | LPL FINL HLDGS INC | $4,963,000 | +38.5% | 31,661 | +19.3% | 0.79% | +32.8% |
| EA | Buy | ELECTRONIC ARTS INC | $4,964,000 | +20.6% | 34,898 | +22.0% | 0.79% | +15.6% |
| SSNC | Buy | SS&C TECHNOLOGIES HLDGS INC | $4,964,000 | +13.4% | 71,527 | +17.7% | 0.79% | +8.6% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $4,619,000 | +18.7% | 82,578 | +21.0% | 0.74% | +13.7% |
| QCOM | New | QUALCOMM INC | $4,601,000 | – | 35,669 | +100.0% | 0.74% | – |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $4,486,000 | +0.0% | 55,254 | +4.2% | 0.72% | -4.1% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $4,410,000 | +1002.5% | 10,276 | +1000.2% | 0.71% | +953.7% |
| STE | Buy | STERIS PLC | $4,178,000 | +18.2% | 20,454 | +19.4% | 0.67% | +13.4% |
| PFE | Sell | PFIZER INC | $4,116,000 | +6.2% | 95,701 | -3.3% | 0.66% | +1.9% |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $4,070,000 | +4.0% | 79,717 | +4.9% | 0.65% | -0.5% |
| CI | Buy | CIGNA CORP NEW | $4,024,000 | +11.3% | 20,106 | +31.9% | 0.64% | +6.8% |
| MAS | Buy | MASCO CORP | $4,000,000 | +8.5% | 72,003 | +15.1% | 0.64% | +4.1% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $3,789,000 | +4.0% | 56,149 | +5.3% | 0.61% | -0.3% |
| CTXS | Buy | CITRIX SYS INC | $3,787,000 | +12.1% | 35,266 | +22.5% | 0.61% | +7.4% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $3,775,000 | -2.7% | 20,812 | +8.2% | 0.60% | -6.8% |
| BJ | Buy | BJS WHSL CLUB HLDGS INC | $3,586,000 | +26.2% | 65,294 | +9.3% | 0.57% | +21.1% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $3,399,000 | +10.0% | 44,332 | +12.3% | 0.54% | +5.4% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $3,104,000 | +13.2% | 81,235 | +18.0% | 0.50% | +8.5% |
| PG | Buy | PROCTER AND GAMBLE CO | $3,091,000 | +12.5% | 22,108 | +8.5% | 0.50% | +7.8% |
| KMB | Buy | KIMBERLY-CLARK CORP | $3,090,000 | +17.5% | 23,335 | +18.7% | 0.49% | +12.5% |
| ENB | Buy | ENBRIDGE INC | $3,079,000 | +0.9% | 77,361 | +1.5% | 0.49% | -3.1% |
| D | Buy | DOMINION ENERGY INC | $2,949,000 | +5.7% | 40,382 | +6.5% | 0.47% | +1.3% |
| PEP | Buy | PEPSICO INC | $2,931,000 | +6.0% | 19,487 | +4.5% | 0.47% | +1.5% |
| EMR | Buy | EMERSON ELEC CO | $2,920,000 | -0.8% | 31,001 | +1.3% | 0.47% | -5.1% |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $2,756,000 | +30.6% | 75,155 | +15.7% | 0.44% | +25.3% |
| PM | Buy | PHILIP MORRIS INTL INC | $2,597,000 | +2.0% | 27,395 | +6.6% | 0.42% | -2.1% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,563,000 | +7.8% | 47,445 | +11.8% | 0.41% | +3.3% |
| MET | Buy | METLIFE INC | $2,530,000 | +7.6% | 40,980 | +4.3% | 0.40% | +3.1% |
| SO | Buy | SOUTHERN CO | $2,472,000 | +6.7% | 39,889 | +4.2% | 0.40% | +2.3% |
| GIS | Buy | GENERAL MLS INC | $2,444,000 | +7.8% | 40,861 | +9.8% | 0.39% | +3.2% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $2,335,000 | -2.9% | 40,136 | +4.2% | 0.37% | -7.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $2,285,000 | -7.9% | 12,547 | +5.2% | 0.37% | -11.6% |
| PPL | Buy | PPL CORP | $2,290,000 | +4.1% | 82,146 | +4.5% | 0.37% | -0.3% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $2,087,000 | -47.5% | 20,846 | -45.4% | 0.33% | -49.7% |
| AAPL | Buy | APPLE INC | $1,966,000 | +12.1% | 13,891 | +8.5% | 0.32% | +7.5% |
| NEAR | Buy | ISHARES U S ETF TRblackrock st mat | $1,917,000 | +3.8% | 38,235 | +3.9% | 0.31% | -0.3% |
| XPO | Buy | XPO LOGISTICS INC | $1,802,000 | -34.9% | 22,640 | +14.3% | 0.29% | -37.8% |
| PAYC | Buy | PAYCOM SOFTWARE INC | $1,668,000 | +473.2% | 3,365 | +320.6% | 0.27% | +444.9% |
| DBEU | Sell | DBX ETF TRxtrack msci eurp | $1,502,000 | -54.9% | 43,967 | -54.9% | 0.24% | -56.8% |
| OSK | Buy | OSHKOSH CORP | $1,350,000 | -2.5% | 13,192 | +18.8% | 0.22% | -6.5% |
| MDYG | Sell | SPDR SER TRs&p 400 mdcp grw | $1,345,000 | -2.9% | 17,774 | -0.5% | 0.22% | -6.9% |
| SON | SONOCO PRODS CO | $1,276,000 | -11.0% | 21,420 | 0.0% | 0.20% | -14.6% | |
| HD | Buy | HOME DEPOT INC | $1,168,000 | +82.8% | 3,559 | +77.6% | 0.19% | +74.8% |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $1,113,000 | -2.2% | 12,772 | -0.4% | 0.18% | -6.3% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $1,052,000 | -3.0% | 7,533 | -2.3% | 0.17% | -7.2% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $893,000 | -2.6% | 3,079 | -3.7% | 0.14% | -6.5% |
| TSLA | Buy | TESLA INC | $879,000 | +117.6% | 1,133 | +90.4% | 0.14% | +110.4% |
| FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $881,000 | -3.8% | 16,332 | -2.4% | 0.14% | -7.8% |
| JPM | Sell | JPMORGAN CHASE & CO | $822,000 | +1.0% | 5,023 | -4.1% | 0.13% | -2.9% |
| HUBB | New | HUBBELL INC | $724,000 | – | 4,005 | +100.0% | 0.12% | – |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $709,000 | +33.8% | 21,608 | +35.6% | 0.11% | +28.4% |
| FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $654,000 | -5.4% | 12,422 | -2.2% | 0.10% | -8.7% |
| IQLT | Buy | ISHARES TRmsci intl qualty | $631,000 | +1.9% | 16,659 | +3.8% | 0.10% | -1.9% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $608,000 | -9.5% | 228 | -14.9% | 0.10% | -13.4% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $599,000 | +21.3% | 5,569 | +21.6% | 0.10% | +17.1% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $595,000 | -10.0% | 11,792 | -8.1% | 0.10% | -13.6% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $574,000 | +10.8% | 1,603 | +9.7% | 0.09% | +7.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $554,000 | +53.0% | 2,029 | +56.0% | 0.09% | +48.3% |
| BAC | Buy | BK OF AMERICA CORP | $558,000 | +47.6% | 13,145 | +43.3% | 0.09% | +41.3% |
| SQ | Sell | SQUARE INCcl a | $541,000 | -35.7% | 2,254 | -34.7% | 0.09% | -38.3% |
| DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $433,000 | – | 16,313 | +100.0% | 0.07% | – |
| AGNC | Sell | AGNC INVT CORP | $396,000 | -8.1% | 25,116 | -1.5% | 0.06% | -12.5% |
| AVXL | ANAVEX LIFE SCIENCES CORP | $368,000 | -21.5% | 20,511 | 0.0% | 0.06% | -24.4% | |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $362,000 | -4.5% | 7,931 | -4.2% | 0.06% | -7.9% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $354,000 | -20.6% | 4,755 | -20.9% | 0.06% | -23.0% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $341,000 | +4.0% | 6,235 | +5.1% | 0.06% | 0.0% |
| EFA | Buy | ISHARES TRmsci eafe etf | $338,000 | +15.4% | 4,339 | +16.9% | 0.05% | +10.2% |
| SHOP | Sell | SHOPIFY INCcl a | $339,000 | -64.3% | 250 | -61.5% | 0.05% | -66.0% |
| IVV | ISHARES TRcore s&p500 etf | $310,000 | 0.0% | 720 | 0.0% | 0.05% | -3.8% | |
| FPE | New | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $302,000 | – | 14,716 | +100.0% | 0.05% | – |
| VWOB | Buy | VANGUARD WHITEHALL FDSemerg mkt bd etf | $295,000 | +0.7% | 3,765 | +2.6% | 0.05% | -4.1% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $293,000 | +1.4% | 2,824 | +1.9% | 0.05% | -2.1% |
| DIS | Buy | DISNEY WALT CO | $288,000 | -0.7% | 1,702 | +3.2% | 0.05% | -4.2% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $278,000 | -9.4% | 2,000 | -4.5% | 0.04% | -13.7% |
| DUK | Buy | DUKE ENERGY CORP NEW | $276,000 | +3.0% | 2,828 | +4.1% | 0.04% | -2.2% |
| FNDE | Sell | SCHWAB STRATEGIC TRschwb fdt emk lg | $266,000 | -0.7% | 8,263 | -0.5% | 0.04% | -4.4% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $267,000 | +1.5% | 8,748 | +9.2% | 0.04% | -2.3% |
| TMO | THERMO FISHER SCIENTIFIC INC | $259,000 | +13.6% | 453 | 0.0% | 0.04% | +7.9% | |
| KO | Sell | COCA COLA CO | $257,000 | -20.7% | 4,890 | -18.4% | 0.04% | -24.1% |
| FTSL | New | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $247,000 | – | 5,166 | +100.0% | 0.04% | – |
| XOM | Sell | EXXON MOBIL CORP | $235,000 | -7.5% | 4,000 | -0.5% | 0.04% | -9.5% |
| USMV | ISHARES TRmsci usa min vol | $235,000 | 0.0% | 3,196 | 0.0% | 0.04% | -2.6% | |
| MCD | New | MCDONALDS CORP | $240,000 | – | 994 | +100.0% | 0.04% | – |
| FCX | New | FREEPORT-MCMORAN INCcl b | $237,000 | – | 7,289 | +100.0% | 0.04% | – |
| ABT | Buy | ABBOTT LABS | $232,000 | +4.0% | 1,961 | +1.9% | 0.04% | 0.0% |
| SOXX | ISHARES TRishares semicdtr | $221,000 | -1.8% | 495 | 0.0% | 0.04% | -7.9% | |
| IGSB | New | ISHARES TR | $213,000 | – | 3,901 | +100.0% | 0.03% | – |
| PRU | Sell | PRUDENTIAL FINL INC | $204,000 | -14.3% | 1,941 | -16.5% | 0.03% | -17.5% |
| SFST | New | SOUTHERN FIRST BANCSHARES | $204,000 | – | 3,816 | +100.0% | 0.03% | – |
| SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $205,000 | -1.4% | 4,926 | -1.3% | 0.03% | -5.7% |
| FNDC | Sell | SCHWAB STRATEGIC TRschwb fdt int sc | $201,000 | -2.4% | 5,200 | -1.1% | 0.03% | -5.9% |
| ET | Buy | ENERGY TRANSFER L P | $150,000 | -9.1% | 15,638 | +0.5% | 0.02% | -14.3% |
| AAME | ATLANTIC AMERN CORP | $130,000 | -3.0% | 31,000 | 0.0% | 0.02% | -4.5% | |
| NLY | New | ANNALY CAPITAL MANAGEMENT IN | $119,000 | – | 14,139 | +100.0% | 0.02% | – |
| IDEX | IDEANOMICS INC | $34,000 | -32.0% | 17,500 | 0.0% | 0.01% | -37.5% | |
| USO | UNITED STS OIL FD LPcall | $1,000 | -80.0% | 20,000 | 0.0% | 0.00% | -100.0% | |
| USO | Sell | UNITED STS OIL FD LPunits | $1,000 | 0.0% | 11 | -56.0% | 0.00% | – |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcall | $0 | – | -100 | -100.0% | -0.01% | – |
| MSFT | Exit | MICROSOFT CORPcall | $0 | – | -300 | -100.0% | -0.01% | – |
| MDB | Exit | MONGODB INCcall | $0 | – | -100 | -100.0% | -0.01% | – |
| SE | Exit | SEA LTDsponsord ads | $0 | – | -200 | -100.0% | -0.01% | – |
| SAND | Exit | SANDSTORM GOLD LTD | $0 | – | -10,510 | -100.0% | -0.01% | – |
| SE | Exit | SEA LTDcall | $0 | – | -700 | -100.0% | -0.02% | – |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcl a | $0 | – | -513 | -100.0% | -0.03% | – |
| V | Exit | VISA INC | $0 | – | -905 | -100.0% | -0.04% | – |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -1,100 | -100.0% | -0.05% | – |
| WPM | Exit | WHEATON PRECIOUS METALS CORP | $0 | – | -7,164 | -100.0% | -0.05% | – |
| MDB | Exit | MONGODB INCcl a | $0 | – | -900 | -100.0% | -0.05% | – |
| MELI | Exit | MERCADOLIBRE INC | $0 | – | -275 | -100.0% | -0.07% | – |
| TTD | Exit | THE TRADE DESK INC | $0 | – | -7,970 | -100.0% | -0.10% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -1,166 | -100.0% | -0.16% | – |
| PXF | Exit | INVESCO EXCH TRADED FD TR IIftse rafi dev | $0 | – | -82,325 | -100.0% | -0.66% | – |
| NTES | Exit | NETEASE INCsponsored ads | $0 | – | -39,920 | -100.0% | -0.77% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-08
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 | 2024-01-19 |
| 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 |
| 13F-HR | 2021-10-08 |
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.