13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001769063
Total reported value
$1.9B
$1.9B
191 檔
8.5%
As reported in its official Q2 2024 Form 13F filing, Foster Victor Wealth Advisors, LLC's tracked investment portfolio stood at $1.9B with 191 total positions.
During Q2 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 | 4.33% | +0.09% | -0.39% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.80% | +0.22% | -3.41% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.30% | -0.44% | +4.37% | |
| 4 | IQLT | Ishares Msci International Q | ETF-Other | 2.19% | -0.08% | -0.09% | |
| 5 | ADBE | Adobe Inc | Stock-Tech | 1.94% | -0.04% | +5.44% | |
| 6 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.91% | — | -3.83% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.85% | -0.58% | +2.87% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.74% | +0.06% | -14.77% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.69% | -0.18% | +3.10% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 1.69% | -0.03% | +3.41% | |
| 11 | AMGN | Amgen Inc | Stock-Healthcare | 1.64% | -0.01% | -0.21% | |
| 12 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.59% | -0.13% | +5.69% | |
| 13 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.58% | -0.08% | +14.79% | |
| 14 | QCOM | Qualcomm Inc | Stock-Tech | 1.54% | -0.13% | -13.45% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.54% | — | -6.92% | |
| 16 | NDAQ | Nasdaq Inc | Stock-Financials | 1.53% | -0.82% | +8.87% | |
| 17 | EA | Electronic Arts Inc | Stock-Comm Services | 1.47% | — | +10.38% | |
| 18 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.46% | +0.04% | -22.94% | |
| 19 | PM | Philip Morris International | Stock-Consumer Staples | 1.37% | +0.08% | +0.63% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.35% | +0.02% | +9.63% | |
| 21 | MAS | Masco CORP | Stock-Industrials | 1.34% | +0.14% | +18.93% | |
| 22 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.34% | -0.01% | +1.67% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.34% | -0.08% | +668.15% | |
| 24 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.27% | +0.03% | +6.88% | |
| 25 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.25% | +0.01% | -9.43% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.25% | -0.04% | +2.38% | |
| 27 | CI | THE Cigna Group | Stock-Healthcare | 1.24% | +0.06% | +12.45% | |
| 28 | HAL | Halliburton Co | Stock-Energy | 1.19% | -0.50% | +19.49% | |
| 29 | CGNX | Cognex CORP | Stock-Tech | 1.18% | +0.02% | -35.88% | |
| 30 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.17% | — | +1.27% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 1.15% | +0.22% | +8.19% | |
| 32 | STE | STERIS plc | Stock-Healthcare | 1.15% | -0.18% | +11.05% | |
| 33 | EMR | Emerson Electric Co | Stock-Industrials | 1.09% | -0.03% | +3.07% | |
| 34 | OWL | Blue Owl Capital Inc | Stock-Financials | 1.08% | +0.11% | +12.30% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 1.08% | +0.12% | +12.65% | |
| 36 | GRMN | Garmin Ltd. | Stock-Tech | 1.07% | -0.21% | -9.90% | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | 1.07% | -0.18% | +5.17% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 1.06% | +0.07% | +13.13% | |
| 39 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 1.05% | -0.49% | +6.41% | |
| 40 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 1.04% | -0.06% | +3.30% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.03% | -0.04% | +640.64% | |
| 42 | TEL | TE Connectivity plc | Stock-Tech | 0.99% | — | +0.34% | |
| 43 | MET | Metlife Inc | Stock-Financials | 0.97% | +0.11% | +1.02% | |
| 44 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.96% | — | -34.76% | |
| 45 | VLO | Valero Energy CORP | Stock-Energy | 0.93% | +0.02% | -29.77% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.91% | -0.16% | +0.48% | |
| 47 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.90% | -0.16% | +2.06% | |
| 48 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.88% | +0.05% | — | |
| 49 | ILMN | Illumina Inc | Stock-Healthcare | 0.88% | — | -29.91% | |
| 50 | OKE | Oneok Inc | Stock-Energy | 0.86% | +0.04% | -29.66% |
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 191 disclosed positions in Q2 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 8.5% of total reported equity market value during Q2 2024.
During Q2 2024, Foster Victor Wealth Advisors, LLC's top holdings by market value included VTV (4.3%)、SCHX (2.8%)、AMZN (2.3%). The largest single position, VTV, represented 4.3% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.