- New Purchases: BAC, WMT, AVXL,
- Added Positions: SCHV, VLO, KDP, AVGO, GPC, RWO, WELL, SPIB, AMGN, JNJ, O, SCHG, ILMN, SCHX, MO, MA, BKNG, LRCX, AMT, ADBE, AMZN, SCHM, GOOGL, FB, ORLY, SCHO, BBT, LOW, VMC, AEP, NXPI, PFE, BLK, CERN, MET, EMR, PEP, D, PPL, VZ, WFC, ENB, GIS, PG, PM, SO, UPS, SCHA, ABC, BRK.B, JPM, AAPL, HUBB, HD, KO, SHOP, DIS, SQ, MSFT, NVDA, FNDA, VTEB, SCHE, VEA,
- Reduced Positions: DUK, USMV, IVV, GOOG, SCHH, VOE, VUG,
- Sold Out: AABA, DBEU, PRU, PAYC, IVW,
For the details of Foster Victor Wealth Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/foster+victor+wealth+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Foster Victor Wealth Advisors, LLC- Schwab U.S. Large-Cap Value ETF (SCHV) - 354,687 shares, 15.83% of the total portfolio. Shares added by 10.90%
- Schwab U.S. Mid-Cap ETF (SCHM) - 91,629 shares, 4.08% of the total portfolio. Shares added by 25.31%
- Amazon.com Inc (AMZN) - 1,897 shares, 2.64% of the total portfolio. Shares added by 47.63%
- Schwab U.S. Large-Cap Growth ETF (SCHG) - 38,719 shares, 2.60% of the total portfolio. Shares added by 69.93%
- Schwab Short-Term U.S. Treasury ETF (SCHO) - 57,442 shares, 2.33% of the total portfolio. Shares added by 42.53%
Foster Victor Wealth Advisors, LLC initiated holding in Bank of America Corporation. The purchase prices were between $26.25 and $30.89, with an estimated average price of $28.74. The stock is now traded at around $28.91. The impact to a portfolio due to this purchase was 0.22%. The holding were 9,655 shares as of .
New Purchase: Walmart Inc (WMT)Foster Victor Wealth Advisors, LLC initiated holding in Walmart Inc. The purchase prices were between $105.22 and $118.68, with an estimated average price of $113.23. The stock is now traded at around $120.24. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,788 shares as of .
New Purchase: Anavex Life Sciences Corp (AVXL)Foster Victor Wealth Advisors, LLC initiated holding in Anavex Life Sciences Corp. The purchase prices were between $2.22 and $3.9, with an estimated average price of $2.9. The stock is now traded at around $2.77. The impact to a portfolio due to this purchase was 0.06%. The holding were 25,028 shares as of .
Added: Valero Energy Corp (VLO)Foster Victor Wealth Advisors, LLC added to a holding in Valero Energy Corp by 169.65%. The purchase prices were between $71.71 and $86.17, with an estimated average price of $80.78. The stock is now traded at around $88.00. The impact to a portfolio due to this purchase was 1.35%. The holding were 32,204 shares as of .
Added: Keurig Dr Pepper Inc (KDP)Foster Victor Wealth Advisors, LLC added to a holding in Keurig Dr Pepper Inc by 186.88%. The purchase prices were between $26.6 and $30.2, with an estimated average price of $27.93. The stock is now traded at around $27.81. The impact to a portfolio due to this purchase was 1.28%. The holding were 89,574 shares as of .
Added: Broadcom Inc (AVGO)Foster Victor Wealth Advisors, LLC added to a holding in Broadcom Inc by 162.31%. The purchase prices were between $266.44 and $303.77, with an estimated average price of $284.3. The stock is now traded at around $280.91. The impact to a portfolio due to this purchase was 1.26%. The holding were 9,228 shares as of .
Added: Genuine Parts Co (GPC)Foster Victor Wealth Advisors, LLC added to a holding in Genuine Parts Co by 154.79%. The purchase prices were between $87.73 and $106.15, with an estimated average price of $96.05. The stock is now traded at around $96.88. The impact to a portfolio due to this purchase was 1.22%. The holding were 26,524 shares as of .
Added: SPDR Dow Jones Global Real Estate ETF (RWO)Foster Victor Wealth Advisors, LLC added to a holding in SPDR Dow Jones Global Real Estate ETF by 613.59%. The purchase prices were between $49.11 and $51.88, with an estimated average price of $50.78. The stock is now traded at around $52.18. The impact to a portfolio due to this purchase was 1.18%. The holding were 32,768 shares as of .
Added: Welltower Inc (WELL)Foster Victor Wealth Advisors, LLC added to a holding in Welltower Inc by 102.99%. The purchase prices were between $81.74 and $92.46, with an estimated average price of $87.03. The stock is now traded at around $91.18. The impact to a portfolio due to this purchase was 1.16%. The holding were 30,999 shares as of .
Sold Out: Altaba Inc (AABA)Foster Victor Wealth Advisors, LLC sold out a holding in Altaba Inc. The sale prices were between $19.48 and $71.09, with an estimated average price of $66.23.
Sold Out: Deutsche X-trackers MSCI Europe Hedged Equity ETF (DBEU)Foster Victor Wealth Advisors, LLC sold out a holding in Deutsche X-trackers MSCI Europe Hedged Equity ETF. The sale prices were between $27.79 and $29.83, with an estimated average price of $29.09.
Sold Out: iShares S&P 500 Growth ETF (IVW)Foster Victor Wealth Advisors, LLC sold out a holding in iShares S&P 500 Growth ETF. The sale prices were between $173.38 and $184.45, with an estimated average price of $180.36.
Sold Out: Prudential Financial Inc (PRU)Foster Victor Wealth Advisors, LLC sold out a holding in Prudential Financial Inc. The sale prices were between $78.29 and $103.27, with an estimated average price of $90.65.
Sold Out: Paycom Software Inc (PAYC)Foster Victor Wealth Advisors, LLC sold out a holding in Paycom Software Inc. The sale prices were between $206.4 and $255.1, with an estimated average price of $233.94.
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