Foster Victor Wealth Advisors, LLC Incresed Positions in Q4 2024

Foster Victor Wealth Advisors, LLC

  • $1.22 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
KO
Coca Cola CO

Consumer Defensive
4.12K
+ 29.46%
$61.74 - $71.71 $255K - $296K
18.1K $1.13M
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
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
IBM
International Business Machines Corp

Technology
10
+ 0.49%
$204.9 - $238.04 $2.05K - $2.38K
2.07K $455K
Gsk PLC
79.3K
+ 29.07%
N/A
352K $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
19.5K
+ 23.34%
$59.25 - $72.99 $1.16M - $1.42M
103K $6.16M
Canadian Pacific Kansas City
57.9K
+ 37.18%
N/A
213K $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
SO
Southern CO

Utilities
3.58K
+ 4.84%
$81.5 - $94.15 $292K - $337K
77.5K $6.38M
CMCSA
Comcast Corp

Communication Services
13.4K
+ 6.17%
$37.39 - $45.14 $503K - $607K
231K $8.68M
SCHG
Schwab Strategic Tr Us Large C

ETFs
175K
+ 251.39%
$25.93 - $105.3 $4.53M - $18.4M
244K $6.8M
SPTL
Spdr Portfolio Long Term Treas

ETFs
13.7K
+ 4.85%
$26.05 - $29.17 $356K - $399K
296K $7.74M
VZ
Verizon Communications Inc

Communication Services
9.04K
+ 5.1%
$39.6 - $45.21 $358K - $409K
186K $7.45M
NEE
Nextera Energy Inc

Utilities
6.09K
+ 8.05%
$69.77 - $85.43 $425K - $520K
81.7K $5.86M
CGNX
Cognex Corp

Technology
20.8K
+ 7.09%
$35.61 - $43.05 $742K - $897K
315K $11.3M
CI
Cigna Corp

Healthcare
9.36K
+ 20.47%
$265.59 - $358.58 $2.49M - $3.36M
55.1K $15.2M
FSLR
First Solar, Inc.

Technology
16K
+ 33.88%
$175.88 - $240.66 $2.81M - $3.85M
63.2K $11.1M
O
Realty Income Corp

Real Estate
7.18K
+ 6.97%
$51.76 - $64.71 $371K - $464K
110K $5.88M
STE
Steris PLC

Healthcare
6.27K
+ 10.13%
$204.34 - $235.7 $1.28M - $1.48M
68.1K $14M
CARR
Carrier Global Corp

Industrials
9.33K
+ 6.72%
$66.69 - $82.65 $622K - $771K
148K $10.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
875K
+ 182.24%
$22.4 - $68.28 $19.6M - $59.7M
1.36M $31.4M
FCX
Freeport Mcmoran Inc

Basic Materials
45.3K
+ 17.94%
$38.08 - $50.82 $1.72M - $2.3M
298K $11.3M
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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