Foster Victor Wealth Advisors, LLC Purchases in Q3 2024

Foster Victor Wealth Advisors, LLC

  • $1.38 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EA
Electronic Arts Inc.

Communication Services
1.07K
+ 0.89%
$137.32 - $151.82 $147K - $162K
121K $17.3M
PG
Procter & Gamble CO

Consumer Defensive
1.59K
+ 3.93%
$160.76 - $177.82 $256K - $283K
42.1K $7.3M
DLR
Digital Realty Trust, Inc.

Real Estate
1.41K
+ 3.82%
$144.47 - $162.98 $204K - $230K
38.3K $6.19M
CROX
Crocs, Inc.

Consumer Cyclical
3.7K
+ 6.63%
$121.05 - $147.9 $447K - $546K
59.4K $8.6M
GXO
Gxo Logistics, Inc.

Industrials
5.88K
+ 5.67%
$46.45 - $55.98 $273K - $329K
109K $5.7M
CVX
Chevron Corp

Energy
6.49K
+ 11.95%
$137.88 - $161.97 $894K - $1.05M
60.7K $8.94M
TSLA
Tesla, Inc.

Consumer Cyclical
11
+ 0.2%
$191.76 - $263.26 $2.11K - $2.9K
5.54K $1.45M
VTI
Vanguard Total Stock Market Et

ETFs
1.14K
New
$255.18 - $283.2 $290K - $322K
1.14K $321K
HUBB
Hubbell Inc

Industrials
8
+ 0.21%
$355.55 - $428.48 $2.84K - $3.43K
3.84K $1.64M
TFC
Truist Financial Corp

Financial Services
6
+ 0.01%
$38.22 - $44.94 $229 - $270
62K $2.65M
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.03K
+ 1.4%
$32.36 - $33.78 $65.8K - $68.7K
148K $4.98M
XLK
Technology Sector Spdr

ETFs
1K
New
$197.34 - $237.68 $198K - $238K
1K $225K
QCOM
Qualcomm Inc

Technology
16K
+ 18.19%
$156.12 - $209.64 $2.5M - $3.36M
104K $17.7M
PEAK
Healthpeak Properties, Inc.

Real Estate
7.81K
+ 2.81%
N/A
286K $5.42M
PCT
Pure Cycle Technologies, Inc.

Industrials
2K
+ 6.26%
$4.69 - $10.17 $9.38K - $20.3K
34K $322K
UPS
United Parcel Service Inc

Industrials
931
+ 27.13%
$123.32 - $147.38 $115K - $137K
4.36K $594K
IBM
International Business Machines Corp

Technology
100
+ 5.1%
$175.1 - $223.38 $17.5K - $22.3K
2.06K $455K
SAP
Sap Se

Technology
214
+ 15.24%
$197.21 - $231.0 $42.2K - $49.4K
1.62K $370K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.02K
+ 16.98%
$57.32 - $62.65 $58.3K - $63.7K
7.01K $436K
SON
Sonoco Products CO

Consumer Cyclical
12
+ 0.06%
$48.33 - $56.57 $580 - $679
21.1K $1.15M
BX
Blackstone Inc.

Financial Services
1
+ 0.04%
$120.77 - $159.66 $121 - $160
2.84K $434K
JPM
Jpmorgan Chase & CO

Financial Services
14
+ 0.17%
$194.9 - $224.8 $2.73K - $3.15K
8.25K $1.74M
DEO
Diageo PLC

Consumer Defensive
301
+ 18.87%
$120.02 - $140.77 $36.1K - $42.4K
1.9K $266K
SFST
Southern First Bancshares Inc

Financial Services
312
+ 3.13%
$27.7 - $36.45 $8.64K - $11.4K
10.3K $350K
MPC
Marathon Petroleum Corp

Energy
462
+ 28.84%
$158.61 - $180.75 $73.3K - $83.5K
2.06K $336K
LYG
Lloyds Banking Group PLC

Financial Services
8.88K
+ 13.16%
$2.73 - $3.17 $24.2K - $28.2K
76.4K $237K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
57
+ 6.92%
$475.2 - $527.7 $27.1K - $30.1K
881 $464K
NSC
Norfolk Southern Corp

Industrials
42
+ 4.2%
$213.75 - $259.69 $8.98K - $10.9K
1.04K $259K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
290
+ 8.14%
$60.13 - $68.17 $17.4K - $19.8K
3.85K $260K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
129
+ 5.77%
$117.9 - $128.2 $15.2K - $16.5K
2.36K $303K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
47
+ 0.28%
$31.05 - $34.29 $1.46K - $1.61K
17K $582K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2
+ 0.02%
$81.1 - $89.18 $162 - $178
9.67K $848K
RIO
Rio Tinto PLC

Basic Materials
237
+ 6.74%
$59.71 - $71.21 $14.2K - $16.9K
3.76K $267K
AZN
Astrazeneca PLC

Healthcare
437
+ 13.15%
$76.67 - $87.62 $33.5K - $38.3K
3.76K $292K
UMC
United Microelectronics Corp

Technology
5.23K
+ 14.34%
$7.43 - $8.89 $38.8K - $46.5K
41.7K $351K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
45
+ 0.56%
$59.93 - $66.52 $2.7K - $2.99K
8.04K $534K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
123
+ 4.84%
$83.76 - $91.82 $10.3K - $11.3K
2.66K $243K
HDB
Hdfc Bank LTD

Financial Services
584
+ 13.92%
$58.04 - $66.97 $33.9K - $39.1K
4.78K $298K
FLR
Fluor Corp

Industrials
80
+ 1.55%
$43.22 - $50.26 $3.46K - $4.02K
5.26K $250K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.57%
$801.83 - $917.05 $2.41K - $2.75K
533 $472K
XLY
Select Sector Spdr Consumer Di

ETFs
12
+ 1.16%
$170.05 - $200.86 $2.04K - $2.41K
1.05K $210K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
53
+ 0.2%
$19.74 - $20.07 $1.05K - $1.06K
26.1K $521K
NRZ
New Residential Investment Corp.

Real Estate
313
+ 0.56%
N/A
56.4K $408K
Te Connectivity PLC
61.4K
New
N/A
61.4K $0
Trisalus Life Sciences Inc
1K
+ 4.73%
N/A
22.2K $0
CRH.L
Crh PLC

Basic Materials
451
+ 14.16%
N/A
3.64K $0
Canadian Pacific Kansas City
30.4K
+ 24.29%
N/A
156K $0
Gsk PLC
13K
+ 5.02%
N/A
273K $0
ET
Energy Transfer LP

Energy
27
+ 0.15%
$15.43 - $16.44 $417 - $444
18K $289K
Activity Summary
Buys All Purchases 113 New Holdings 10 Increased Positions 103 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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