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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 $1,305,661,982
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 300,602 $52,509,186 4.02%
2.
Amazon Com Inc
 AMZN 162,574 $36,731,970 2.81%
3.
Schwab Strategic Trust
 FNDF 1,355,107 $32,129,576 2.46%
4.
Ishares Tr
 686,429 $25,967,593 1.98%
5.
Mastercard Inc
 MA 48,442 $25,417,409 1.94%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)