$735 Million is the total value of Foster Victor Wealth Advisors, LLC's 144 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 24.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $58,135,000 | +5.3% | 516,392 | -2.7% | 7.91% | -10.4% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $24,691,000 | +1.5% | 99,584 | -3.0% | 3.36% | -13.6% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $22,411,000 | +80.5% | 149,079 | +62.5% | 3.05% | +53.5% |
| LRCX | Buy | LAM RESEARCH CORP | $15,911,000 | +28.0% | 23,184 | +6.1% | 2.17% | +8.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $15,670,000 | +9.6% | 5,540 | +3.6% | 2.13% | -6.8% |
| AMZN | Buy | AMAZON COM INC | $15,638,000 | +19.8% | 4,733 | +19.1% | 2.13% | +1.9% |
| FB | Buy | META PLATFORMS INCcl a | $15,398,000 | +7.8% | 46,205 | +9.8% | 2.10% | -8.3% |
| BKNG | Buy | BOOKING HOLDINGS INC | $15,223,000 | +11.9% | 6,249 | +9.0% | 2.07% | -4.9% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $15,160,000 | +12.1% | 22,177 | +0.2% | 2.06% | -4.7% |
| ILMN | Buy | ILLUMINA INC | $15,147,000 | +24.0% | 36,643 | +21.7% | 2.06% | +5.5% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $15,071,000 | +19.4% | 41,031 | +13.1% | 2.05% | +1.6% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $14,409,000 | +6.8% | 55,551 | +9.2% | 1.96% | -9.2% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $13,742,000 | +1.0% | 25,812 | +9.2% | 1.87% | -14.1% |
| PYPL | Buy | PAYPAL HLDGS INC | $13,582,000 | +8.6% | 72,554 | +51.0% | 1.85% | -7.6% |
| MSFT | Buy | MICROSOFT CORP | $13,111,000 | +20.6% | 41,194 | +6.9% | 1.78% | +2.6% |
| LOW | Sell | LOWES COS INC | $12,725,000 | +19.4% | 50,753 | -3.4% | 1.73% | +1.6% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $12,586,000 | +3.7% | 111,315 | +0.1% | 1.71% | -11.8% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $11,332,000 | +27.3% | 49,481 | +8.9% | 1.54% | +8.3% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $11,218,000 | +3.7% | 147,921 | +3.0% | 1.53% | -11.8% |
| VLO | Buy | VALERO ENERGY CORP | $10,681,000 | +33.2% | 126,594 | +11.4% | 1.45% | +13.3% |
| MUB | Buy | ISHARES TRnational mun etf | $10,508,000 | +9.5% | 91,006 | +10.2% | 1.43% | -6.9% |
| AVGO | Sell | BROADCOM INC | $10,006,000 | +16.7% | 16,087 | -9.0% | 1.36% | -0.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $9,831,000 | +17.0% | 57,901 | +11.3% | 1.34% | -0.4% |
| GPC | Buy | GENUINE PARTS CO | $9,772,000 | +21.0% | 70,355 | +5.6% | 1.33% | +2.9% |
| KDP | Buy | KEURIG DR PEPPER INC | $9,653,000 | +20.5% | 253,959 | +8.3% | 1.31% | +2.5% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $9,516,000 | +6.7% | 85,973 | -1.8% | 1.30% | -9.3% |
| O | Buy | REALTY INCOME CORP | $9,515,000 | +19.8% | 132,395 | +8.2% | 1.30% | +1.9% |
| BLK | Buy | BLACKROCK INC | $9,455,000 | +13.8% | 10,682 | +7.8% | 1.29% | -3.2% |
| AMGN | Buy | AMGEN INC | $9,418,000 | +35.3% | 40,638 | +24.2% | 1.28% | +15.1% |
| CRM | Buy | SALESFORCE COM INC | $8,838,000 | -5.8% | 37,161 | +7.5% | 1.20% | -19.9% |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $8,596,000 | – | 139,609 | +100.0% | 1.17% | – |
| TEL | Buy | TE CONNECTIVITY LTD | $8,319,000 | +21.8% | 51,770 | +4.0% | 1.13% | +3.6% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $8,267,000 | -7.1% | 163,119 | -6.2% | 1.12% | -21.0% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $7,944,000 | +6.8% | 50,392 | +0.4% | 1.08% | -9.2% |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $7,651,000 | -14.8% | 116,420 | -12.5% | 1.04% | -27.6% |
| CSCO | Buy | CISCO SYS INC | $7,535,000 | +21.9% | 121,293 | +6.8% | 1.03% | +3.7% |
| QCOM | Buy | QUALCOMM INC | $7,276,000 | +58.1% | 39,029 | +9.4% | 0.99% | +34.5% |
| SSNC | Buy | SS&C TECHNOLOGIES HLDGS INC | $7,196,000 | +45.0% | 85,426 | +19.4% | 0.98% | +23.4% |
| TFC | Buy | TRUIST FINL CORP | $7,189,000 | +30.9% | 108,378 | +15.7% | 0.98% | +11.4% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $7,048,000 | +25.6% | 158,703 | +22.7% | 0.96% | +6.8% |
| WMT | Buy | WALMART INC | $6,970,000 | +25.7% | 48,593 | +22.1% | 0.95% | +6.9% |
| NDAQ | Buy | NASDAQ INC | $6,859,000 | +15.6% | 35,494 | +15.4% | 0.93% | -1.7% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $6,802,000 | +10.4% | 84,607 | +12.6% | 0.93% | -6.1% |
| NVS | Buy | NOVARTIS AGsponsored adr | $6,624,000 | +31.0% | 73,767 | +19.3% | 0.90% | +11.5% |
| LPLA | Buy | LPL FINL HLDGS INC | $6,541,000 | +31.8% | 36,536 | +15.4% | 0.89% | +12.1% |
| GRMN | Buy | GARMIN LTD | $6,307,000 | +12.3% | 47,780 | +32.3% | 0.86% | -4.3% |
| CI | Buy | CIGNA CORP NEW | $6,049,000 | +50.3% | 25,334 | +26.0% | 0.82% | +27.8% |
| EA | Buy | ELECTRONIC ARTS INC | $6,007,000 | +21.0% | 45,337 | +29.9% | 0.82% | +3.0% |
| MAS | Buy | MASCO CORP | $5,932,000 | +48.3% | 86,834 | +20.6% | 0.81% | +26.1% |
| CSGP | Buy | COSTAR GROUP INC | $5,867,000 | -0.7% | 78,432 | +14.2% | 0.80% | -15.5% |
| STE | Buy | STERIS PLC | $5,769,000 | +38.1% | 23,871 | +16.7% | 0.78% | +17.3% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $5,492,000 | +18.9% | 107,790 | +30.5% | 0.75% | +1.2% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $5,429,000 | +21.0% | 60,128 | +8.8% | 0.74% | +2.9% |
| CTXS | Buy | CITRIX SYS INC | $5,375,000 | +41.9% | 55,517 | +57.4% | 0.73% | +20.8% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $5,257,000 | +19.2% | 11,162 | +8.6% | 0.72% | +1.4% |
| PFE | Sell | PFIZER INC | $5,198,000 | +26.3% | 91,751 | -4.1% | 0.71% | +7.4% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $5,186,000 | +37.4% | 22,933 | +10.2% | 0.71% | +16.9% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $4,879,000 | +1958.6% | 108,053 | +1382.4% | 0.66% | +1647.4% |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $4,762,000 | +17.0% | 86,577 | +8.6% | 0.65% | -0.5% |
| BJ | Buy | BJS WHSL CLUB HLDGS INC | $4,553,000 | +27.0% | 70,480 | +7.9% | 0.62% | +8.0% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $4,508,000 | +45.2% | 99,656 | +22.7% | 0.61% | +23.5% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $4,167,000 | +10.0% | 56,202 | +0.1% | 0.57% | -6.4% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $4,084,000 | +20.2% | 51,585 | +16.4% | 0.56% | +2.2% |
| PG | Buy | PROCTER AND GAMBLE CO | $3,854,000 | +24.7% | 24,239 | +9.6% | 0.52% | +6.1% |
| DBEU | Buy | DBX ETF TRxtrack msci eurp | $3,708,000 | +146.9% | 101,629 | +131.1% | 0.50% | +110.4% |
| PEP | Buy | PEPSICO INC | $3,589,000 | +22.4% | 20,637 | +5.9% | 0.49% | +4.3% |
| D | Buy | DOMINION ENERGY INC | $3,511,000 | +19.1% | 44,263 | +9.6% | 0.48% | +1.3% |
| ENB | Buy | ENBRIDGE INC | $3,465,000 | +12.5% | 83,106 | +7.4% | 0.47% | -4.3% |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $3,350,000 | +21.6% | 88,747 | +18.1% | 0.46% | +3.4% |
| EMR | Buy | EMERSON ELEC CO | $3,303,000 | +13.1% | 34,078 | +9.9% | 0.45% | -3.6% |
| PM | Buy | PHILIP MORRIS INTL INC | $3,042,000 | +17.1% | 29,989 | +9.5% | 0.41% | -0.5% |
| GIS | Buy | GENERAL MLS INC | $3,019,000 | +23.5% | 44,178 | +8.1% | 0.41% | +5.1% |
| SO | Buy | SOUTHERN CO | $2,998,000 | +21.3% | 44,226 | +10.9% | 0.41% | +3.0% |
| MET | Buy | METLIFE INC | $2,987,000 | +18.1% | 44,177 | +7.8% | 0.41% | +0.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,971,000 | +15.9% | 55,576 | +17.1% | 0.40% | -1.5% |
| AAPL | Buy | APPLE INC | $2,951,000 | +50.1% | 16,809 | +21.0% | 0.40% | +27.6% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $2,924,000 | +25.2% | 43,401 | +8.1% | 0.40% | +6.4% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $2,860,000 | +25.2% | 13,543 | +7.9% | 0.39% | +6.3% |
| PPL | Buy | PPL CORP | $2,731,000 | +19.3% | 91,138 | +10.9% | 0.37% | +1.6% |
| New | GXO LOGISTICS INCORPORATED | $2,256,000 | – | 25,502 | +100.0% | 0.31% | – | |
| OSK | Buy | OSHKOSH CORP | $2,004,000 | +48.4% | 16,846 | +27.7% | 0.27% | +26.4% |
| NEAR | Buy | ISHARES U S ETF TRblackrock st mat | $1,984,000 | +3.5% | 39,732 | +3.9% | 0.27% | -12.1% |
| XPO | Buy | XPO LOGISTICS INC | $1,912,000 | +6.1% | 27,081 | +19.6% | 0.26% | -9.7% |
| TSLA | Buy | TESLA INC | $1,431,000 | +62.8% | 1,294 | +14.2% | 0.20% | +38.3% |
| MDYG | SPDR SER TRs&p 400 mdcp grw | $1,394,000 | +3.6% | 17,774 | 0.0% | 0.19% | -11.6% | |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,375,000 | +54.0% | 4,455 | +44.7% | 0.19% | +30.8% |
| HD | Sell | HOME DEPOT INC | $1,362,000 | +16.6% | 3,499 | -1.7% | 0.18% | -1.1% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $1,351,000 | +53.3% | 22,557 | +38.1% | 0.18% | +30.5% |
| ABT | Buy | ABBOTT LABS | $1,315,000 | +466.8% | 9,836 | +401.6% | 0.18% | +383.8% |
| SON | SONOCO PRODS CO | $1,248,000 | -2.2% | 21,420 | 0.0% | 0.17% | -16.7% | |
| PAYC | PAYCOM SOFTWARE INC | $1,205,000 | -27.8% | 3,365 | 0.0% | 0.16% | -38.6% | |
| SLYG | SPDR SER TRs&p 600 smcp grw | $1,144,000 | +2.8% | 12,772 | 0.0% | 0.16% | -12.4% | |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,016,000 | +83.4% | 3,170 | +56.2% | 0.14% | +55.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $876,000 | +6.6% | 5,199 | +3.5% | 0.12% | -9.8% |
| BAC | Buy | BK OF AMERICA CORP | $876,000 | +57.0% | 17,922 | +36.3% | 0.12% | +33.7% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $867,000 | +45.7% | 16,756 | +42.1% | 0.12% | +24.2% |
| HUBB | Buy | HUBBELL INC | $815,000 | +12.6% | 4,025 | +0.5% | 0.11% | -4.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $793,000 | +30.4% | 280 | +22.8% | 0.11% | +11.3% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $759,000 | +32.2% | 1,959 | +22.2% | 0.10% | +12.0% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $748,000 | -28.9% | 4,903 | -34.9% | 0.10% | -39.3% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $591,000 | -1.3% | 5,532 | -0.7% | 0.08% | -16.7% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $527,000 | +54.5% | 9,684 | +55.3% | 0.07% | +30.9% |
| IQLT | Sell | ISHARES TRmsci intl qualty | $503,000 | -20.3% | 12,801 | -23.2% | 0.07% | -32.7% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $488,000 | +82.8% | 15,828 | +80.9% | 0.07% | +53.5% |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $472,000 | +9.0% | 16,379 | +0.4% | 0.06% | -7.2% |
| SGRY | New | SURGERY PARTNERS INC | $422,000 | – | 9,189 | +100.0% | 0.06% | – |
| AGNC | Buy | AGNC INVT CORP | $403,000 | +1.8% | 25,872 | +3.0% | 0.06% | -12.7% |
| DUK | Buy | DUKE ENERGY CORP NEW | $387,000 | +40.2% | 3,734 | +32.0% | 0.05% | +20.5% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $381,000 | +30.0% | 3,410 | +20.8% | 0.05% | +10.6% |
| XOM | Buy | EXXON MOBIL CORP | $374,000 | +59.1% | 5,254 | +31.4% | 0.05% | +34.2% |
| NVDA | New | NVIDIA CORPORATION | $353,000 | – | 1,259 | +100.0% | 0.05% | – |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $346,000 | -4.4% | 6,876 | -13.3% | 0.05% | -19.0% |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $345,000 | -51.3% | 10,121 | -53.2% | 0.05% | -58.4% |
| FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $339,000 | -48.2% | 6,127 | -50.7% | 0.05% | -56.2% |
| EFA | Sell | ISHARES TRmsci eafe etf | $340,000 | +0.6% | 4,265 | -1.7% | 0.05% | -14.8% |
| DIS | Buy | DISNEY WALT CO | $303,000 | +5.2% | 1,917 | +12.6% | 0.04% | -10.9% |
| AVXL | ANAVEX LIFE SCIENCES CORP | $301,000 | -18.2% | 20,511 | 0.0% | 0.04% | -30.5% | |
| SHOP | SHOPIFY INCcl a | $292,000 | -13.9% | 250 | 0.0% | 0.04% | -25.9% | |
| KO | Sell | COCA COLA CO | $291,000 | +13.2% | 4,803 | -1.8% | 0.04% | -2.4% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $283,000 | -20.1% | 3,876 | -18.5% | 0.04% | -31.6% |
| TMO | THERMO FISHER SCIENTIFIC INC | $283,000 | +9.3% | 453 | 0.0% | 0.04% | -4.9% | |
| SFST | Buy | SOUTHERN FIRST BANCSHARES | $279,000 | +36.8% | 4,516 | +18.3% | 0.04% | +15.2% |
| NTG | New | TORTOISE MIDSTRM ENERGY FD I | $274,000 | – | 8,297 | +100.0% | 0.04% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $262,000 | – | 554 | +100.0% | 0.04% | – |
| MCD | Buy | MCDONALDS CORP | $263,000 | +9.6% | 1,007 | +1.3% | 0.04% | -5.3% |
| IBM | INTERNATIONAL BUSINESS MACHS | $267,000 | -4.0% | 2,000 | 0.0% | 0.04% | -18.2% | |
| NEE | New | NEXTERA ENERGY INC | $247,000 | – | 2,897 | +100.0% | 0.03% | – |
| IVV | Sell | ISHARES TRcore s&p500 etf | $249,000 | -19.7% | 526 | -26.9% | 0.03% | -32.0% |
| USMV | ISHARES TRmsci usa min vol | $252,000 | +7.2% | 3,196 | 0.0% | 0.03% | -10.5% | |
| TROX | New | TRONOX HOLDINGS PLC | $217,000 | – | 8,418 | +100.0% | 0.03% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $214,000 | – | 1,062 | +100.0% | 0.03% | – |
| FMB | New | FIRST TR EXCH TRADED FD IIImanagd mun etf | $215,000 | – | 3,803 | +100.0% | 0.03% | – |
| PRU | Sell | PRUDENTIAL FINL INC | $203,000 | -0.5% | 1,751 | -9.8% | 0.03% | -15.2% |
| ABBV | New | ABBVIE INC | $203,000 | – | 1,477 | +100.0% | 0.03% | – |
| INTC | New | INTEL CORP | $203,000 | – | 3,645 | +100.0% | 0.03% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $200,000 | – | 2,467 | +100.0% | 0.03% | – |
| New | ORION OFFICE REIT INC | $187,000 | – | 10,685 | +100.0% | 0.02% | – | |
| BCSF | New | BAIN CAP SPECIALTY FIN INC | $164,000 | – | 10,342 | +100.0% | 0.02% | – |
| ET | Buy | ENERGY TRANSFER L P | $153,000 | +2.0% | 15,911 | +1.7% | 0.02% | -12.5% |
| DTIL | New | PRECISION BIOSCIENCES INC | $145,000 | – | 23,599 | +100.0% | 0.02% | – |
| UMC | New | UNITED MICROELECTRONICS CORPspon adr new | $119,000 | – | 10,582 | +100.0% | 0.02% | – |
| LYG | New | LLOYDS BANKING GROUP PLCsponsored adr | $113,000 | – | 39,114 | +100.0% | 0.02% | – |
| OCSL | New | OAKTREE SPECIALTY LENDING CO | $95,000 | – | 12,251 | +100.0% | 0.01% | – |
| AAME | ATLANTIC AMERN CORP | $85,000 | -34.6% | 31,000 | 0.0% | 0.01% | -42.9% | |
| USO | Exit | UNITED STS OIL FD LPcall | $0 | – | -20,000 | -100.0% | 0.00% | – |
| USO | Exit | UNITED STS OIL FD LPunits | $0 | – | -11 | -100.0% | 0.00% | – |
| IDEX | Exit | IDEANOMICS INC | $0 | – | -17,500 | -100.0% | -0.01% | – |
| NLY | Exit | ANNALY CAPITAL MANAGEMENT IN | $0 | – | -14,139 | -100.0% | -0.02% | – |
| FNDC | Exit | SCHWAB STRATEGIC TRschwb fdt int sc | $0 | – | -5,200 | -100.0% | -0.03% | – |
| SCHC | Exit | SCHWAB STRATEGIC TRintl sceqt etf | $0 | – | -4,926 | -100.0% | -0.03% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -3,901 | -100.0% | -0.03% | – |
| SOXX | Exit | ISHARES TRishares semicdtr | $0 | – | -495 | -100.0% | -0.04% | – |
| FTSL | Exit | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $0 | – | -5,166 | -100.0% | -0.04% | – |
| FNDE | Exit | SCHWAB STRATEGIC TRschwb fdt emk lg | $0 | – | -8,263 | -100.0% | -0.04% | – |
| VWOB | Exit | VANGUARD WHITEHALL FDSemerg mkt bd etf | $0 | – | -3,765 | -100.0% | -0.05% | – |
| FPE | Exit | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $0 | – | -14,716 | -100.0% | -0.05% | – |
| SQ | Exit | SQUARE INCcl a | $0 | – | -2,254 | -100.0% | -0.09% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -20,846 | -100.0% | -0.33% | – |
| KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -23,335 | -100.0% | -0.49% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -36,919 | -100.0% | -0.85% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-19
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.