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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 $976,958,320
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 315,706 $47,551,565 4.86%
2.
Schwab Strategic Trust
 FNDF 543,846 $30,607,655 3.13%
3.
Ishares Tr
 657,781 $24,403,680 2.49%
4.
Amazon Com Inc
 AMZN 143,247 $21,358,128 2.18%
5.
Pacer Fds Tr
 380,534 $19,825,801 2.02%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)