Foster Victor Wealth Advisors, LLC Reduced Holdings in Q4 2024

Foster Victor Wealth Advisors, LLC

  • $1.22 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
-209K
- 98.41%
$36.46 - $82.38 $7.63M - $17.2M
3.37K $254K
GPC
Genuine Parts CO

Consumer Cyclical
-21.6K
- 29.03%
$113.11 - $143.63 $2.44M - $3.1M
52.8K $6.17M
AVGO
Broadcom Inc.

Technology
-44.8K
- 41.43%
$159.67 - $250.0 $7.15M - $11.2M
63.3K $14.7M
PM
Philip Morris International Inc.

Consumer Defensive
-29.9K
- 20.3%
$118.38 - $133.06 $3.54M - $3.98M
117K $14.1M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-38K
- 78.15%
$25.79 - $80.4 $981K - $3.06M
10.6K $277K
CSCO
Cisco Systems, Inc.

Technology
-77.8K
- 27.02%
$52.45 - $60.02 $4.08M - $4.67M
210K $12.4M
OWL
Blue Owl Capital Inc.

Financial Services
-246K
- 33.37%
$19.51 - $24.81 $4.81M - $6.11M
492K $11.4M
VTV
Vanguard Value ETF

ETFs
-5.59K
- 1.82%
$168.32 - $181.87 $940K - $1.02M
301K $50.9M
OKE
Oneok Inc

Energy
-18.7K
- 14.99%
$92.28 - $117.05 $1.73M - $2.19M
106K $10.6M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.89K
- 0.74%
$56.06 - $61.35 $162K - $177K
387K $21.9M
UMC
United Microelectronics Corp

Technology
-21.6K
- 51.68%
$6.34 - $8.35 $137K - $180K
20.1K $130K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.26K
- 6.19%
$70.1 - $76.53 $88K - $96K
19K $1.34M
VO
Vanguard Mid Cap ETF

ETFs
-670
- 4.33%
$261.5 - $284.63 $175K - $191K
14.8K $3.91M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.57K
- 36.68%
$61.68 - $67.87 $159K - $174K
4.44K $276K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.07K
- 7.04%
$113.92 - $127.38 $122K - $136K
14.1K $1.63M
HUBB
Hubbell Inc

Industrials
-247
- 6.44%
$418.89 - $472.12 $103K - $117K
3.59K $1.5M
LLY
Eli Lilly & CO

Healthcare
-20
- 2.62%
$727.2 - $932.06 $14.5K - $18.6K
742 $572K
LOW
Lowes Companies Inc

Consumer Cyclical
-174
- 6.91%
$244.52 - $284.07 $42.5K - $49.4K
2.34K $578K
UNH
Unitedhealth Group Inc

Healthcare
-40
- 4.44%
$485.52 - $625.25 $19.4K - $25K
860 $435K
LYG
Lloyds Banking Group PLC

Financial Services
-22.1K
- 28.97%
$2.67 - $3.23 $59.1K - $71.5K
54.3K $147K
SLB
Schlumberger Limited

Energy
-1.4K
- 20.11%
$36.83 - $45.59 $51.7K - $64K
5.58K $213K
AZN
Astrazeneca PLC

Healthcare
-328
- 8.73%
$63.2 - $79.58 $20.7K - $26.1K
3.43K $224K
ORCL
Oracle Corp

Technology
-319
- 9.34%
$165.41 - $192.43 $52.8K - $61.4K
3.1K $516K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-278
- 3.79%
$89.9 - $100.66 $25K - $28K
7.06K $637K
IVV
Ishares Core S&P 500 ETF

ETFs
-88
- 13.75%
$570.51 - $610.59 $50.2K - $53.7K
552 $324K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-289
- 7.5%
$60.13 - $67.31 $17.4K - $19.5K
3.56K $216K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-398
- 4.12%
$86.65 - $94.9 $34.5K - $37.8K
9.27K $805K
VOE
Vanguard Mid Cap Value Index F

ETFs
-127
- 3.44%
$160.89 - $176.18 $20.4K - $22.4K
3.57K $577K
COST
Costco Wholesale Corp

Consumer Defensive
-62
- 11.63%
$873.59 - $994.69 $54.2K - $61.7K
471 $431K
ABT
Abbott Laboratories

Healthcare
-320
- 8.22%
$111.93 - $119.39 $35.8K - $38.2K
3.57K $404K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-463
- 3.44%
$20.55 - $23.26 $9.51K - $10.8K
13K $273K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-35
- 0.2%
$57.53 - $60.83 $2.01K - $2.13K
17.5K $1.01M
PCT
Pure Cycle Technologies, Inc.

Industrials
-6K
- 17.67%
$8.81 - $14.3 $52.9K - $85.8K
28K $286K
MRK
Merck & Co., Inc.

Healthcare
-17
- 0.7%
$96.31 - $114.76 $1.64K - $1.95K
2.42K $240K
NOC
Northrop Grumman Corp

Industrials
-11
- 2.4%
$466.52 - $543.88 $5.13K - $5.98K
447 $209K
MCD
Mcdonalds Corp

Consumer Cyclical
-68
- 7.86%
$288.47 - $316.54 $19.6K - $21.5K
797 $231K
NSC
Norfolk Southern Corp

Industrials
-42
- 4.03%
$230.6 - $277.0 $9.69K - $11.6K
1K $234K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-123
- 4.62%
$88.59 - $94.57 $10.9K - $11.6K
2.54K $225K
SAP
Sap Se

Technology
-179
- 11.06%
$218.13 - $255.54 $39K - $45.7K
1.44K $354K
GLD
Spdr Gold Trust

ETFs
-25
- 2.19%
$236.59 - $257.5 $5.91K - $6.44K
1.12K $270K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-24
- 1.02%
$126.68 - $134.74 $3.04K - $3.23K
2.34K $298K
XLK
Technology Sector Spdr

ETFs
-50
- 5.0%
$220.26 - $241.44 $11K - $12.1K
951 $221K
EOG
Eog Resources Inc

Energy
-23
- 1.26%
$118.22 - $136.54 $2.72K - $3.14K
1.81K $221K
Trisalus Life Sciences Inc
-3.83K
- 17.28%
N/A
18.3K $0
Te Connectivity PLC
-17.8K
- 29.0%
N/A
43.6K $0
BX
Blackstone Inc.

Financial Services
-291
- 10.26%
$148.45 - $199.05 $43.2K - $57.9K
2.55K $438K
FLR
Fluor Corp

Industrials
-80
- 1.52%
$46.92 - $58.93 $3.75K - $4.71K
5.18K $255K
VUG
Vanguard Growth ETF

ETFs
-222
- 5.84%
$378.79 - $428.11 $84.1K - $95K
3.58K $1.47M
UBSI
United Bankshares Inc

Financial Services
-32
- 0.12%
$35.53 - $43.29 $1.14K - $1.39K
26.6K $998K
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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