Foster Victor Wealth Advisors, LLC Purchases in Q4 2024

Foster Victor Wealth Advisors, LLC

  • $1.22 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USB
Us Bancorp \De\

Financial Services
188K
New
$43.98 - $53.66 $8.27M - $10.1M
188K $8.99M
HSY
Hershey CO

Consumer Defensive
36.8K
New
$168.67 - $193.65 $6.2M - $7.12M
36.8K $6.23M
HD
Home Depot, Inc.

Consumer Cyclical
15.2K
+ 80.62%
$385.02 - $431.37 $5.84M - $6.54M
34K $13.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
140K
New
$25.33 - $51.16 $3.56M - $7.18M
140K $3.63M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.25K
+ 8.91%
$481.22 - $538.17 $1.56M - $1.75M
39.7K $20.3M
NKE
Nike, Inc.

Consumer Cyclical
48.6K
+ 52.31%
$73.36 - $89.13 $3.57M - $4.33M
142K $10.7M
MA
Mastercard Inc

Financial Services
1.67K
+ 3.57%
$491.3 - $536.15 $821K - $896K
48.4K $25.5M
DHR
Danaher Corp

Healthcare
16.6K
+ 45.39%
$226.16 - $274.52 $3.74M - $4.54M
53K $12.2M
PFE
Pfizer Inc

Healthcare
113K
+ 24.95%
$24.8 - $30.19 $2.79M - $3.4M
564K $15M
ADBE
Adobe Inc.

Technology
10.7K
+ 26.1%
$437.39 - $552.96 $4.68M - $5.91M
51.7K $23M
NDAQ
Nasdaq, Inc.

Financial Services
4.72K
+ 1.78%
$70.87 - $83.05 $334K - $392K
270K $20.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
54.7K
New
$26.93 - $84.95 $1.47M - $4.65M
54.7K $1.5M
SSNC
Ss&C Technologies Holdings Inc

Technology
14.1K
+ 5.43%
$69.93 - $77.36 $984K - $1.09M
273K $20.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.28K
+ 23.09%
$567.81 - $607.81 $1.3M - $1.39M
12.2K $7.13M
CROX
Crocs, Inc.

Consumer Cyclical
32.3K
+ 54.31%
$96.51 - $141.93 $3.11M - $4.58M
91.6K $10M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
5.21K
+ 3.84%
$83.95 - $99.75 $437K - $519K
141K $12.6M
QCOM
Qualcomm Inc

Technology
19.6K
+ 18.88%
$150.4 - $178.04 $2.95M - $3.5M
124K $19M
NVDA
Nvidia Corp

Technology
7.1K
+ 30.8%
$117.0 - $148.88 $830K - $1.06M
30.1K $4.05M
BSX
Boston Scientific Corp

Healthcare
1.52K
+ 0.78%
$83.62 - $91.5 $127K - $139K
196K $17.5M
VLO
Valero Energy Corp

Energy
18.5K
+ 21.37%
$118.59 - $144.02 $2.19M - $2.66M
105K $12.9M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
433
+ 2.81%
$1146.59 - $1270.6 $496K - $550K
15.9K $18.8M
AAPL
Apple Inc.

Technology
50
+ 0.09%
$221.69 - $259.02 $11.1K - $13K
58K $14.5M
HAL
Halliburton CO

Energy
67.5K
+ 14.8%
$25.77 - $31.99 $1.74M - $2.16M
523K $14.2M
SPGI
S&P Global Inc.

Financial Services
2.86K
+ 11.14%
$480.36 - $529.17 $1.37M - $1.51M
28.5K $14.2M
ABBV
Abb Vie Inc.

Healthcare
12.2K
+ 19.44%
$164.99 - $203.87 $2.02M - $2.49M
75.1K $13.3M
CSGP
Costar Group, Inc.

Real Estate
21K
+ 12.57%
$69.7 - $81.97 $1.46M - $1.72M
188K $13.4M
ENB
Enbridge Inc

Energy
8.3K
+ 3.21%
$40.4 - $43.92 $335K - $364K
267K $11.3M
META
Meta Platforms, Inc.

Communication Services
686
+ 2.92%
$554.08 - $632.68 $380K - $434K
24.2K $14.3M
EA
Electronic Arts Inc.

Communication Services
3.14K
+ 2.6%
$140.69 - $167.97 $441K - $527K
124K $18.1M
TSLA
Tesla, Inc.

Consumer Cyclical
23
+ 0.42%
$213.65 - $479.86 $4.91K - $11K
5.56K $2.25M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
7K
+ 6.06%
$55.73 - $66.16 $390K - $463K
122K $7.38M
HBAN
Huntington Bancshares Inc

Financial Services
2.76K
+ 0.65%
$14.18 - $18.2 $39.1K - $50.2K
428K $6.96M
DLR
Digital Realty Trust, Inc.

Real Estate
547
+ 1.43%
$156.46 - $195.69 $85.6K - $107K
38.8K $6.88M
MSFT
Microsoft Corp

Technology
2.72K
+ 4.97%
$406.35 - $454.46 $1.11M - $1.24M
57.5K $24.2M
AMGN
Amgen Inc

Healthcare
11.8K
+ 29.86%
$258.78 - $328.31 $3.05M - $3.88M
51.3K $13.4M
PEP
Pepsico Inc

Consumer Defensive
11.5K
+ 18.26%
$151.29 - $176.1 $1.75M - $2.03M
74.8K $11.4M
CVX
Chevron Corp

Energy
4.86K
+ 8.0%
$141.15 - $162.53 $686K - $790K
65.6K $9.5M
UBER
Uber Technologies, Inc

Technology
38.4K
+ 31.76%
$59.93 - $86.34 $2.3M - $3.32M
159K $9.61M
PAYC
Paycom Software, Inc.

Technology
1.35K
+ 40.66%
$159.94 - $240.25 $217K - $325K
4.68K $960K
WMB
Williams Companies, Inc.

Energy
7.18K
New
$46.37 - $59.74 $333K - $429K
7.18K $388K
GE
General Electric CO

Industrials
2.3K
New
$159.95 - $194.23 $368K - $447K
2.3K $383K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.58K
New
$172.07 - $207.36 $272K - $328K
1.58K $312K
LMT
Lockheed Martin Corp

Industrials
4.45K
+ 23.57%
$479.66 - $614.62 $2.13M - $2.73M
23.3K $11.3M
PEAK
Healthpeak Properties, Inc.

Real Estate
15.7K
+ 5.48%
N/A
302K $5.72M
RF
Regions Financial Corp

Financial Services
9.18K
+ 3.29%
$22.45 - $27.47 $206K - $252K
288K $6.78M
JPM
Jpmorgan Chase & CO

Financial Services
81
+ 0.98%
$205.18 - $250.29 $16.6K - $20.3K
8.33K $2M
GXO
Gxo Logistics, Inc.

Industrials
27.4K
+ 25.07%
$41.93 - $63.02 $1.15M - $1.73M
137K $5.95M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
447
+ 50.74%
$521.84 - $558.82 $233K - $250K
1.33K $715K
MET
Metlife Inc

Financial Services
4.07K
+ 2.56%
$78.15 - $88.25 $318K - $360K
164K $13.4M
Activity Summary
Buys All Purchases 116 New Holdings 14 Increased Positions 102 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 1
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