Foster Victor Wealth Advisors, LLC Portfolio Holdings
Foster Victor Wealth Advisors, LLC
- $1.38 Billion
- Q3 2024
Foster Victor Wealth Advisors, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.38 Billion distributed in 190 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Lam Research Corp with a value of $190M, Vanguard Value ETF with a value of $53.5M, Schwab Strategic Tr Us Large C with a value of $32.6M, Amazon Com Inc with a value of $31.3M, and Ishares Msci Intl Quality Fact with a value of $27.3M.
Examining the 13F form we can see an increase of $111M in the current position value, from $1.27B to 1.38B.
Below you can find more details about Foster Victor Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.38 Billion
Technology: $410 Million
ETFs: $237 Million
Financial Services: $149 Million
Healthcare: $128 Million
Consumer Cyclical: $109 Million
Energy: $74.8 Million
Industrials: $72.2 Million
Communication Services: $70.7 Million
Other: $132 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 190
- Current Value $1.38 Billion
- Prior Value $1.27 Billion
- Filing
- Period Q3 2024
- Filing Date October 15, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 10 stocks
- Additional Purchases 103 stocks
- Sold out of 0 stocks
- Reduced holdings in 64 stocks