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CIK: 0001769063
Total reported value
$1.9B
$1.9B
173 檔
8.1%
During the Q1 2024 filing period, Foster Victor Wealth Advisors, LLC (CIK: 0001769063) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.9B across 173 reported positions.
During Q1 2024, Foster Victor Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 4.50% | +0.09% | -1.47% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.91% | +0.22% | -4.61% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.35% | -0.44% | -4.77% | |
| 4 | IQLT | Ishares Msci International Q | ETF-Other | 2.32% | -0.08% | -0.89% | |
| 5 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.99% | — | -10.12% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.96% | -0.58% | -0.74% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.93% | +0.06% | +4.81% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 1.88% | -0.03% | +2.91% | |
| 9 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.83% | +0.04% | +0.58% | |
| 10 | VLO | Valero Energy CORP | Stock-Energy | 1.72% | +0.02% | -12.11% | |
| 11 | ADBE | Adobe Inc | Stock-Tech | 1.71% | -0.04% | +28.07% | |
| 12 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.71% | -0.13% | +2.28% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.70% | -0.18% | +2.79% | |
| 14 | QCOM | Qualcomm Inc | Stock-Tech | 1.62% | -0.13% | +2.01% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.62% | — | -10.01% | |
| 16 | CGNX | Cognex CORP | Stock-Tech | 1.57% | +0.02% | +13.93% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.55% | -0.08% | -1.84% | |
| 18 | NDAQ | Nasdaq Inc | Stock-Financials | 1.53% | -0.82% | +18.03% | |
| 19 | O | Realty Income CORP | Stock-Real Estate | 1.48% | — | +8.41% | |
| 20 | AMGN | Amgen Inc | Stock-Healthcare | 1.45% | -0.01% | +7.98% | |
| 21 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.42% | — | +4.77% | |
| 22 | ILMN | Illumina Inc | Stock-Healthcare | 1.42% | — | +6.29% | |
| 23 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.37% | -0.08% | +14.37% | |
| 24 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.35% | — | +2.72% | |
| 25 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.33% | +0.03% | +2.46% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.32% | +0.02% | +8.18% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.31% | -0.04% | +11.21% | |
| 28 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 1.30% | — | +10.77% | |
| 29 | EA | Electronic Arts Inc | Stock-Comm Services | 1.28% | — | +27.38% | |
| 30 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.26% | -0.01% | +5.81% | |
| 31 | CI | THE Cigna Group | Stock-Healthcare | 1.25% | +0.06% | +9.07% | |
| 32 | OKE | Oneok Inc | Stock-Energy | 1.25% | +0.04% | +3.69% | |
| 33 | PM | Philip Morris International | Stock-Consumer Staples | 1.25% | +0.08% | +10.05% | |
| 34 | HAL | Halliburton Co | Stock-Energy | 1.24% | -0.50% | +35.55% | |
| 35 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.23% | +0.01% | +9.28% | |
| 36 | MAS | Masco CORP | Stock-Industrials | 1.22% | +0.14% | +3.16% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 1.19% | +0.07% | -6.88% | |
| 38 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 1.19% | -0.49% | +11.80% | |
| 39 | FTNT | Fortinet Inc | Stock-Tech | 1.16% | +0.01% | NEW | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 1.10% | -0.03% | -4.63% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 1.09% | +0.12% | +8.80% | |
| 42 | GRMN | Garmin Ltd. | Stock-Tech | 1.09% | -0.21% | -22.88% | |
| 43 | OWL | Blue Owl Capital Inc | Stock-Financials | 1.08% | +0.11% | +49.27% | |
| 44 | BLKCHF | Blackrock Inc | Stock-Other | 1.08% | — | +3.92% | |
| 45 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.08% | — | +12.49% | |
| 46 | STE | STERIS plc | Stock-Healthcare | 1.02% | -0.18% | +25.36% | |
| 47 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 0.99% | — | +24.37% | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.99% | -0.18% | +12.57% | |
| 49 | MET | Metlife Inc | Stock-Financials | 0.99% | +0.11% | +2.72% | |
| 50 | TEL | TE Connectivity plc | Stock-Tech | 0.99% | — | +3.53% |
According to official SEC Form 13F filings, Foster Victor Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $1.9B across 173 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTV, SCHX, AMZN) accounted for 8.1% of total reported equity market value during Q1 2024.
During Q1 2024, Foster Victor Wealth Advisors, LLC's top holdings by market value included VTV (4.5%)、SCHX (2.9%)、AMZN (2.4%). The largest single position, VTV, represented 4.5% of total portfolio value.
In Q1 2024, Foster Victor Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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