Foster Victor Wealth Advisors, LLC Portfolio Holdings
Foster Victor Wealth Advisors, LLC
- $1.22 Billion
- Q4 2024
Foster Victor Wealth Advisors, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.22 Billion distributed in 192 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $50.9M, Amazon Com Inc with a value of $35.7M, Schwab Strategic Tr Us Large C with a value of $31.4M, Ishares Msci Intl Quality Fact with a value of $25.5M, and Mastercard Inc with a value of $25.5M.
Examining the 13F form we can see an decrease of $162M in the current position value, from $1.38B to 1.22B.
Below you can find more details about Foster Victor Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.22 Billion
ETFs: $226 Million
Technology: $216 Million
Financial Services: $164 Million
Healthcare: $133 Million
Consumer Cyclical: $121 Million
Energy: $76.8 Million
Communication Services: $73.7 Million
Industrials: $72.2 Million
Other: $137 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 192
- Current Value $1.22 Billion
- Prior Value $1.38 Billion
- Filing
- Period Q4 2024
- Filing Date January 22, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 14 stocks
- Additional Purchases 102 stocks
- Sold out of 0 stocks
- Reduced holdings in 65 stocks