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
NXPI
Nxp Semiconductors N.V.

Technology
7.48K
+ 18.14%
$207.27 - $255.58 $1.55M - $1.91M
48.7K $10.1M
NVS
Novartis Ag

Healthcare
15.2K
+ 21.27%
$96.78 - $117.18 $1.47M - $1.78M
86.7K $8.44M
EPD
Enterprise Products Partners L.P.

Energy
6.48K
New
$28.66 - $34.43 $186K - $223K
6.48K $203K
PG
Procter & Gamble CO

Consumer Defensive
2.58K
+ 6.13%
$161.05 - $179.7 $416K - $464K
44.7K $7.5M
AVXL
Anavex Life Sciences Corp.

Healthcare
2K
+ 5.61%
$5.11 - $12.56 $10.2K - $25.1K
37.7K $404K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
838
+ 2.93%
$442.29 - $483.08 $371K - $405K
29.4K $13.3M
JNJ
Johnson & Johnson

Healthcare
9.83K
+ 13.66%
$143.34 - $165.86 $1.41M - $1.63M
81.8K $11.8M
PPL
Ppl Corp

Utilities
8.47K
+ 4.34%
$31.47 - $35.0 $266K - $296K
204K $6.61M
MGY
Magnolia Oil & Gas Corp

Energy
19.8K
+ 6.71%
$22.89 - $28.79 $453K - $569K
315K $7.35M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.35K
+ 2.83%
$49.79 - $51.14 $416K - $427K
304K $15.2M
SNAP
Snap Inc

Communication Services
10.2K
New
$9.98 - $12.86 $101K - $131K
10.2K $109K
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.64K
+ 4.5%
$32.65 - $33.68 $217K - $224K
154K $5.06M
BAC
Bank Of America Corp

Financial Services
470
+ 3.88%
$39.22 - $47.77 $18.4K - $22.5K
12.6K $553K
ET
Energy Transfer LP

Energy
26
+ 0.14%
$16.05 - $19.86 $417 - $516
18K $353K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
18.3K
+ 227.15%
$22.01 - $66.82 $402K - $1.22M
26.3K $597K
TFC
Truist Financial Corp

Financial Services
23
+ 0.04%
$41.51 - $48.1 $955 - $1.11K
62K $2.69M
VTI
Vanguard Total Stock Market Et

ETFs
103
+ 9.07%
$280.04 - $302.45 $28.8K - $31.2K
1.24K $359K
HON
Honeywell International Inc

Industrials
43
+ 3.37%
$202.84 - $236.0 $8.72K - $10.1K
1.32K $297K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
1.79K
+ 6.88%
$19.8 - $20.06 $35.5K - $36K
27.9K $552K
TJX
Tjx Companies Inc

Consumer Cyclical
101
+ 5.15%
$112.15 - $127.2 $11.3K - $12.8K
2.06K $249K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.05%
$94.43 - $105.47 $94.4 - $105
2.18K $220K
NRZ
New Residential Investment Corp.

Real Estate
1.46K
+ 2.58%
N/A
57.8K $419K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
49
+ 0.29%
$33.92 - $36.6 $1.66K - $1.79K
17K $589K
Canadian Pacific Kansas City
57.9K
+ 37.18%
N/A
213K $0
Blackrock Inc
344
New
N/A
344 $0
Lam Research Corp
245K
New
N/A
245K $0
Franklin Templeton Digital H
12.4K
New
N/A
12.4K $0
Ge Vernova Inc
517
New
N/A
517 $0
IBM
International Business Machines Corp

Technology
10
+ 0.49%
$204.9 - $238.04 $2.05K - $2.38K
2.07K $455K
ALCC
Alt C Acquisition Corp.

Financial Services
8.35K
New
N/A
8.35K $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
19.5K
+ 23.34%
$59.25 - $72.99 $1.16M - $1.42M
103K $6.16M
Gsk PLC
79.3K
+ 29.07%
N/A
352K $0
ASML
Asml Holding Nv

Technology
71
+ 19.78%
$658.43 - $872.27 $46.7K - $61.9K
430 $298K
VGIT
Vanguard Intermediate Term Tre

ETFs
2.47K
+ 4.06%
$57.78 - $60.4 $143K - $149K
63.3K $3.67M
FNDF
Schwab Fundamental Intl Large

ETFs
712
+ 9.2%
$32.92 - $37.15 $23.4K - $26.5K
8.46K $280K
CAT
Caterpillar Inc

Industrials
35
+ 4.32%
$360.37 - $416.88 $12.6K - $14.6K
846 $306K
FNDA
Schwab Fundamental U S Small C

ETFs
4.49K
+ 89.75%
$29.26 - $59.11 $131K - $266K
9.5K $282K
RTX
Raytheon Technologies Corp

Industrials
36
+ 0.94%
$114.45 - $127.21 $4.12K - $4.58K
3.85K $445K
DEO
Diageo PLC

Consumer Defensive
33
+ 1.74%
$118.0 - $139.88 $3.89K - $4.62K
1.93K $245K
EFA
Ishares Tr Msci Eafe ETF

ETFs
4
+ 0.1%
$75.1 - $82.99 $300 - $332
4K $302K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
55
+ 0.37%
$26.63 - $30.23 $1.46K - $1.66K
15.1K $400K
FNDX
Schwab Fundamental U S Large C

ETFs
31.5K
+ 192.51%
$23.49 - $71.77 $739K - $2.26M
47.8K $1.13M
TMO
Thermo Fisher Scientific Inc.

Healthcare
12
+ 2.44%
$501.29 - $612.85 $6.02K - $7.35K
503 $261K
VEA
Vanguard Ftse Developed Market

ETFs
732
+ 4.65%
$47.57 - $52.44 $34.8K - $38.4K
16.5K $787K
DUK
Duke Energy Corp

Utilities
110
+ 1.26%
$105.76 - $120.76 $11.6K - $13.3K
8.85K $953K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
3.06K
+ 14.22%
$396.64 - $516.74 $1.21M - $1.58M
24.6K $9.9M
SON
Sonoco Products CO

Consumer Cyclical
14
+ 0.07%
$48.6 - $54.89 $680 - $768
21.1K $1.03M
SCHO
Schwab Short Term Us Treasury

ETFs
24.4K
+ 82.38%
$24.06 - $48.88 $586K - $1.19M
53.9K $1.3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
81.6K
+ 177.79%
$27.54 - $83.04 $2.25M - $6.77M
127K $3.53M
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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