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Home > Institutional Investor > Foster Victor Wealth Advisors, Llc > Profile

Instuitional Investor - Foster Victor Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Foster Victor Wealth Advisors, Llc
Portfolio Value $1,475,115,499
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
 294,840 $52,555,199 3.56%
2.
Amazon Com Inc
 AMZN 179,171 $39,872,714 2.7%
3.
Microsoft Corp
 MSFT 69,306 $34,896,205 2.37%
4.
Schwab Strategic Trust
 FNDF 1,308,401 $32,356,759 2.19%
5.
Ishares Tr - MSCI INTL QUALTY
 660,653 $28,599,664 1.94%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)