Foster Victor Wealth Advisors, LLC Reduced Holdings in Q3 2024

Foster Victor Wealth Advisors, LLC

  • $1.38 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LOW
Lowes Companies Inc

Consumer Cyclical
-29.2K
- 92.05%
$213.3 - $270.78 $6.22M - $7.9M
2.52K $681K
AMGN
Amgen Inc

Healthcare
-19.4K
- 32.9%
$309.38 - $337.38 $6M - $6.54M
39.5K $12.7M
NVS
Novartis Ag

Healthcare
-55K
- 43.46%
$106.13 - $120.89 $5.83M - $6.64M
71.5K $8.23M
GPC
Genuine Parts CO

Consumer Cyclical
-32.5K
- 30.42%
$131.04 - $147.11 $4.26M - $4.79M
74.4K $10.4M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-9.06K
- 29.62%
$460.0 - $505.78 $4.17M - $4.58M
21.5K $10M
JNJ
Johnson & Johnson

Healthcare
-35K
- 32.75%
$145.48 - $167.38 $5.1M - $5.86M
71.9K $11.7M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-825
- 19.45%
$3305.62 - $4268.05 $2.73M - $3.52M
3.42K $14.4M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-2.82K
- 15.46%
$1015.62 - $1159.62 $2.86M - $3.27M
15.4K $17.8M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-769
- 0.56%
$76.83 - $91.38 $59.1K - $70.3K
136K $11.2M
NVDA
Nvidia Corp

Technology
-3.24K
- 12.32%
$98.91 - $134.91 $320K - $437K
23K $2.8M
ABT
Abbott Laboratories

Healthcare
-2.28K
- 36.91%
$100.07 - $118.13 $228K - $269K
3.89K $443K
XOM
Exxon Mobil Corp

Energy
-1.94K
- 12.69%
$109.72 - $119.0 $213K - $231K
13.3K $1.56M
VO
Vanguard Mid Cap ETF

ETFs
-2.03K
- 11.57%
$237.84 - $263.83 $482K - $534K
15.5K $4.08M
VUG
Vanguard Growth ETF

ETFs
-391
- 9.33%
$341.08 - $391.94 $133K - $153K
3.8K $1.46M
SCHO
Schwab Short Term Us Treasury

ETFs
-2.37K
- 7.41%
$47.93 - $49.06 $113K - $116K
29.6K $1.45M
BAC
Bank Of America Corp

Financial Services
-1.79K
- 12.88%
$36.65 - $44.13 $65.7K - $79.1K
12.1K $480K
IVV
Ishares Core S&P 500 ETF

ETFs
-146
- 18.58%
$520.18 - $576.82 $75.9K - $84.2K
640 $369K
MRK
Merck & Co., Inc.

Healthcare
-256
- 9.51%
$111.15 - $128.97 $28.5K - $33K
2.44K $276K
OXY
Occidental Petroleum Corp

Energy
-25
- 0.64%
$49.91 - $63.73 $1.25K - $1.59K
3.86K $199K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-2.8K
- 12.12%
$69.31 - $77.34 $194K - $216K
20.3K $1.55M
HON
Honeywell International Inc

Industrials
-135
- 9.57%
$196.73 - $220.21 $26.6K - $29.7K
1.28K $263K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.44K
- 7.57%
$54.98 - $59.51 $79K - $85.5K
17.6K $1.04M
LLY
Eli Lilly & CO

Healthcare
-9
- 1.17%
$772.14 - $960.02 $6.95K - $8.64K
762 $675K
FNDX
Schwab Fundamental U S Large C

ETFs
-1.49K
- 8.34%
$65.36 - $71.76 $97.3K - $107K
16.3K $1.17M
TJX
Tjx Companies Inc

Consumer Cyclical
-317
- 13.91%
$107.93 - $120.23 $34.2K - $38.1K
1.96K $230K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.65K
- 9.8%
$105.53 - $118.34 $174K - $195K
15.2K $1.78M
VEA
Vanguard Ftse Developed Market

ETFs
-1.46K
- 8.51%
$47.6 - $53.31 $69.7K - $78K
15.7K $830K
FNDF
Schwab Fundamental Intl Large

ETFs
-813
- 9.5%
$33.67 - $37.71 $27.4K - $30.7K
7.74K $289K
AGNC
Agnc Investment Corp.

Real Estate
-4.91K
- 11.01%
$9.48 - $10.66 $46.6K - $52.4K
39.7K $415K
FNDA
Schwab Fundamental U S Small C

ETFs
-588
- 10.51%
$54.26 - $60.01 $31.9K - $35.3K
5.01K $298K
IVW
Ishares S&P 500 Growth ETF

ETFs
-175
- 7.45%
$84.77 - $97.13 $14.8K - $17K
2.18K $208K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.5K
- 9.07%
$25.45 - $29.53 $38.1K - $44.2K
15K $437K
VOE
Vanguard Mid Cap Value Index F

ETFs
-419
- 10.18%
$149.02 - $167.67 $62.4K - $70.3K
3.7K $619K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-679
- 1.83%
$434.77 - $502.96 $295K - $342K
36.4K $17.8M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.8K
- 11.81%
$19.78 - $23.53 $35.6K - $42.4K
13.4K $311K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-34
- 6.48%
$531.86 - $624.21 $18.1K - $21.2K
491 $303K
CAT
Caterpillar Inc

Industrials
-92
- 10.19%
$316.8 - $391.12 $29.1K - $36K
811 $317K
KO
Coca Cola CO

Consumer Defensive
-1.35K
- 8.78%
$62.69 - $73.01 $84.5K - $98.4K
14K $1.01M
PAYC
Paycom Software, Inc.

Technology
-331
- 9.04%
$140.16 - $173.86 $46.4K - $57.5K
3.33K $554K
MCD
Mcdonalds Corp

Consumer Cyclical
-41
- 4.53%
$245.82 - $304.51 $10.1K - $12.5K
865 $263K
ORCL
Oracle Corp

Technology
-463
- 11.94%
$125.9 - $170.35 $58.3K - $78.9K
3.42K $581K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-161
- 2.15%
$85.03 - $94.56 $13.7K - $15.2K
7.33K $682K
BLK
Black Rock Inc.

Financial Services
-20
- 5.04%
$782.27 - $949.51 $15.6K - $19K
377 $357K
RTX
Raytheon Technologies Corp

Industrials
-224
- 5.54%
$99.55 - $123.34 $22.3K - $27.6K
3.82K $462K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-3.36K
- 6.46%
$73.43 - $80.37 $247K - $270K
48.7K $3.91M
UNH
Unitedhealth Group Inc

Healthcare
-8
- 0.88%
$488.01 - $604.18 $3.9K - $4.83K
900 $526K
DUK
Duke Energy Corp

Utilities
-410
- 4.48%
$99.35 - $117.71 $40.7K - $48.3K
8.74K $1.01M
VGIT
Vanguard Intermediate Term Tre

ETFs
-390
- 0.64%
$57.8 - $60.8 $22.5K - $23.7K
60.8K $3.67M
SPY
Spdr S&P 500 ETF Trust

ETFs
-204
- 2.02%
$517.38 - $573.86 $106K - $117K
9.89K $5.67M
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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