Foster Victor Wealth Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FV Foster Victor Wealth Advisors, LLC | Institutional Filer | ▲ 1.93% | $1.75B | 242 |
Current Portfolio Holdings
Showing all 242 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | — | 296K | $60.0M | 3.43% |
| 2 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 188K | $46.9M | 2.68% |
| 3 | GOOGL | Alphabet Inc. | Technology | 141K | $46.8M | 2.67% |
| 4 | SCHX | SCHWAB STRATEGIC TR | — | 1.3M | $35.1M | 2.01% |
| 5 | LRCX | Lam Research Corporation | Technology | 123K | $33.5M | 1.92% |
| 6 | IQLT | ISHARES TR | — | 670K | $33.0M | 1.89% |
| 7 | MSFT | Microsoft Corporation | Technology | 75K | $29.7M | 1.70% |
| 8 | AAPL | Apple Inc. | Technology | 110K | $28.5M | 1.63% |
| 9 | NDAQ | Nasdaq, Inc. | Financial Services | 329K | $28.5M | 1.63% |
| 10 | COWZ | PACER FDS TR | — | 409K | $25.4M | 1.45% |
| 11 | MA | Mastercard Incorporated | Financial Services | 49K | $25.2M | 1.44% |
| 12 | QQQ | Invesco QQQ Trust | — | 40K | $25.1M | 1.44% |
| 13 | VLO | Valero Energy Corporation | Energy | 106K | $25.0M | 1.43% |
| 14 | LPLA | LPL Financial Holdings Inc. | Financial Services | 75K | $24.1M | 1.38% |
| 15 | GSK | GSK plc | Healthcare | 395K | $23.4M | 1.33% |
Showing 1 to 15 of 242 holdings