Foster Victor Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$1.23B
Signature - Title
Kylie K. Felker - President & Chief Compliance Officer
Location
Greenville, SC
Summary
This page shows a list of all the recent 13F filings made by Foster Victor Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Foster Victor Wealth Advisors, LLC reported 190 stock holdings with total value $1.23B as of Q3 2024. Top holdings included VTV, SCHX, AMZN, IQLT, and MA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 190 $1.23B +$133M -$110M +$22.5M VTV, SCHX, AMZN, IQLT, MA 13F-HR 10/15/2024, 05:26 PM
Q2 2024 191 $1.18B +$170M -$117M +$52.8M VTV, SCHX, AMZN, IQLT, ADBE 13F-HR 7/18/2024, 02:10 PM
Q1 2024 173 $1.1B +$96.7M -$57.5M +$39.2M VTV, SCHX, AMZN, IQLT, LRCX 13F-HR 4/26/2024, 12:43 PM
Q4 2023 172 $977M +$65M -$23.3M +$41.7M VTV, SCHX, IQLT, AMZN, COWZ 13F-HR 1/19/2024, 04:58 PM
Q3 2023 159 $858M +$75.4M -$89.9M -$14.5M VTV, SCHX, IQLT, AMZN, GOOGL 13F-HR 10/13/2023, 09:21 PM
Q2 2023 160 $900M +$56M -$28.8M +$27.3M VTV, SCHX, IQLT, AMZN, LRCX 13F-HR 7/14/2023, 05:42 PM
Q1 2023 162 $825M +$119M -$95.6M +$22.9M VTV, SCHX, IQLT, QQQ, AMZN 13F-HR 4/20/2023, 11:48 AM
Q4 2022 161 $786M +$111M -$58.4M +$52.6M SCHX, QQQ, VO, VTV, AVGO 13F-HR 1/27/2023, 05:22 PM
Q3 2022 142 $679M +$66.4M -$19.1M +$47.4M SCHX, VO, VTV, AMZN, VLO 13F-HR 10/24/2022, 04:16 PM
Q2 2022 137 $672M +$60.7M -$17.8M +$42.9M SCHX, VO, VTV, AMZN, AMT 13F-HR 7/18/2022, 09:18 PM
Q1 2022 137 $730M +$118M -$50.3M +$67.7M SCHX, VO, VTV, AMZN, AMT 13F-HR 4/14/2022, 05:00 PM
Q4 2021 144 $735M +$90.6M -$20.6M +$70.1M SCHX, VO, VTV, LRCX, GOOGL 13F-HR 1/18/2022, 06:54 PM
Q3 2021 140 $625M +$53.1M -$18.8M +$34.2M SCHX, VO, GOOGL, META, BKNG 13F-HR 10/7/2021, 06:48 PM
Q2 2021 142 $599M +$58M -$10.5M +$47.5M SCHX, VO, META, ADBE, ILMN 13F-HR 7/29/2021, 04:10 PM
Q1 2021 137 $537M +$86.1M -$31.4M +$54.7M SCHX, VO, VTV, IJR, LRCX 13F-HR 4/22/2021, 09:01 PM
Q4 2020 134 $439M +$41.2M -$11.5M +$29.7M SCHX, VO, IJR, VTV, EFAV 13F-HR 2/8/2021, 12:34 PM
Q3 2020 136 $368M +$68.2M -$17.2M +$50.9M SCHX, VO, VTV, IJR, EFAV 13F-HR 10/26/2020, 10:20 AM
Q2 2020 124 $301M +$138M -$96.1M +$41.5M SCHX, VO, VGIT, IJR, VTV 13F-HR 8/3/2020, 05:23 PM
Q1 2020 94 $227M +$59.3M -$21.3M +$38.1M JPME, JPUS, SCHV, JPSE, IQLT 13F-HR 4/29/2020, 02:25 PM
Q4 2019 108 $230M +$44.1M -$7.65M +$36.4M SCHV, JPME, JPUS, JPSE, SCHM 13F-HR 1/10/2020, 07:19 PM
Q3 2019 92 $179M +$48.1M -$2.65M +$45.5M SCHV, JPUS, JPME, JPSE, SCHM 13F-HR 10/11/2019, 03:00 PM
Q2 2019 95 $136M +$13.1M -$9.84M +$3.29M SCHV, JPUS, JPME, JPSE, SCHM 13F-HR 7/16/2019, 03:03 PM
Q1 2019 90 $128M +$16.4M -$7.27M +$9.11M SCHV, JPUS, JPME, JPSE, EFAV 13F-HR 5/3/2019, 02:35 PM
Q4 2018 79 $106M $0 $0 SCHV, JPUS, JPME, JPSE, EFAV 13F-HR 3/4/2019, 01:24 PM