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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 $1,243,734,691
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
 295,108 $47,757,366 3.84%
2.
Amazon Com Inc
 AMZN 172,057 $31,808,178 2.56%
3.
Schwab Strategic Trust
 FNDF 1,323,973 $27,909,343 2.24%
4.
Ishares Tr - MSCI INTL QUALTY
 669,902 $26,079,285 2.1%
5.
Microsoft Corp
 MSFT 65,453 $25,425,145 2.04%
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)