FOSTER VICTOR WEALTH ADVISORS, LLC Holdings
FOSTER VICTOR WEALTH ADVISORS, LLC is an investment fund managing more than 685.85M US dollars. The largest holdings include Schwab U.S. Large-Cap ETF, Vanguard Mid Cap Index Fund and Vanguard Value Index Fund. In Q3 2022 the fund bought assets of total value of 25.71M US dollars and sold assets of total value of 11.98M US dollars.
FOSTER VICTOR WEALTH ADVISORS, LLC portfolio value:
FOSTER VICTOR WEALTH ADVISORS, LLC quarter portfolio value change:
FOSTER VICTOR WEALTH ADVISORS, LLC 1 year portfolio value change:
FOSTER VICTOR WEALTH ADVISORS, LLC 3 years portfolio value change:
FOSTER VICTOR WEALTH ADVISORS, LLC portfolio changes
Period | Buy | Sel |
---|---|---|
Q1 2019 | 19710000 | 2273000 |
Q2 2019 | 14416000 | 7147000 |
Q3 2019 | 45326000 | 2639000 |
Q4 2019 | 53592000 | 1335000 |
Q1 2020 | 25729000 | 28033000 |
Q2 2020 | 152725000 | 80392000 |
Q3 2020 | 78893000 | 11797000 |
Q4 2020 | 61863000 | 8745000 |
Q1 2021 | 114044000 | 15271000 |
Q2 2021 | 66750000 | 5950000 |
Q3 2021 | 42060000 | 15757000 |
Q4 2021 | 120368000 | 10591000 |
Q1 2022 | 52691000 | 57192000 |
Q2 2022 | -29892000 | 27891000 |
Q3 2022 | 25709000 | 11982000 |
FOSTER VICTOR WEALTH ADVISORS, LLC 13F holdings
Stock |
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Portfolio share: 7.00% Portfolio value: 47.98M Avg. open price: $89.97 Current price: $48.08 P/L: -46.56% Bought +0.09% shares Q3 2022 |
Portfolio share: 3.06% Portfolio value: 20.98M Avg. open price: $202.91 Current price: $214.36 P/L: +5.64% Sold -0.43% shares Q3 2022 |
Portfolio share: 2.91% Portfolio value: 19.99M Avg. open price: $129.21 Current price: $144.86 P/L: +12.11% Sold -0.29% shares Q3 2022 |
Portfolio share: 2.15% Portfolio value: 14.75M Avg. open price: $2,724.07 Current price: $93.37 P/L: -96.57% Bought +2.95% shares Q3 2022 |
Portfolio share: 1.95% Portfolio value: 13.40M Avg. open price: $74.05 Current price: $124.39 P/L: +67.98% Bought +14.23% shares Q3 2022 |
Portfolio share: 1.92% Portfolio value: 13.14M Avg. open price: $346.95 Current price: $212.26 P/L: -38.82% Bought +7.05% shares Q3 2022 |
Portfolio share: 1.91% Portfolio value: 13.09M Avg. open price: $107.36 Current price: $184.06 P/L: +71.44% Sold -5.90% shares Q3 2022 |
Portfolio share: 1.87% Portfolio value: 12.83M Avg. open price: $151.31 Current price: $178.47 P/L: +17.95% Bought +10.24% shares Q3 2022 |
Portfolio share: 1.85% Portfolio value: 12.70M Avg. open price: $70.01 Current price: $50.03 P/L: -28.54% Bought +6.58% shares Q3 2022 |
Portfolio share: 1.83% Portfolio value: 12.55M Avg. open price: $30.99 Current price: $37.84 P/L: +22.10% Bought +6.56% shares Q3 2022 |
Portfolio share: 1.77% Portfolio value: 12.13M Avg. open price: $310.92 Current price: $356.88 P/L: +14.78% Bought +4.32% shares Q3 2022 |
Portfolio share: 1.76% Portfolio value: 12.06M Avg. open price: $424.18 Current price: $844.96 P/L: +99.20% Sold -12.26% shares Q3 2022 |
Portfolio share: 1.74% Portfolio value: 11.94M Avg. open price: $408.02 Current price: $335.66 P/L: -17.73% Bought +31.80% shares Q3 2022 |
Portfolio share: 1.74% Portfolio value: 11.93M Avg. open price: $213.65 Current price: $284.02 P/L: +32.93% Bought +6.91% shares Q3 2022 |
Portfolio share: 1.72% Portfolio value: 11.78M Avg. open price: $1,983.16 Current price: $100.83 P/L: -94.92% Bought +6.04% shares Q3 2022 |
Portfolio share: 1.67% Portfolio value: 11.47M Avg. open price: $354.65 Current price: $456.53 P/L: +28.73% Bought +5.94% shares Q3 2022 |
Portfolio share: 1.67% Portfolio value: 11.46M Avg. open price: $180.53 Current price: $124.39 P/L: -31.10% Bought +17.14% shares Q3 2022 |
Portfolio share: 1.67% Portfolio value: 11.43M Avg. open price: $390.39 Current price: $537.25 P/L: +37.62% Bought +12.36% shares Q3 2022 |
Portfolio share: 1.63% Portfolio value: 11.21M Avg. open price: $87.42 Current price: $100.32 P/L: +14.75% Bought +1.18% shares Q3 2022 |
Portfolio share: 1.61% Portfolio value: 11.02M Avg. open price: $113.46 Current price: $106.23 P/L: -6.37% Bought +3.42% shares Q3 2022 |
Portfolio share: 1.60% Portfolio value: 10.97M Avg. open price: $64.22 Current price: $62.46 P/L: -2.75% Bought +7.72% shares Q3 2022 |
Portfolio share: 1.60% Portfolio value: 10.96M Avg. open price: $1,936.48 Current price: $2,075 P/L: +7.15% Bought +7.19% shares Q3 2022 |
Portfolio share: 1.58% Portfolio value: 10.81M Avg. open price: $135.73 Current price: $209.44 P/L: +54.31% Bought +2.10% shares Q3 2022 |
Portfolio share: 1.57% Portfolio value: 10.80M Avg. open price: $193.05 Current price: $252.83 P/L: +30.97% Bought +5.20% shares Q3 2022 |
Portfolio share: 1.54% Portfolio value: 10.53M Avg. open price: $234.07 Current price: $216.22 P/L: -7.63% Bought +4.43% shares Q3 2022 |
Portfolio share: 1.43% Portfolio value: 9.81M Avg. open price: N/A Current price: N/A P/L: N/A Bought +3.19% shares Q3 2022 |
Portfolio share: 1.41% Portfolio value: 9.69M Avg. open price: $138.8 Current price: $124.05 P/L: -10.63% Bought +7.31% shares Q3 2022 |
Portfolio share: 1.30% Portfolio value: 8.93M Avg. open price: $138.36 Current price: $151.95 P/L: +9.82% Bought +5.54% shares Q3 2022 |
Portfolio share: 1.28% Portfolio value: 8.78M Avg. open price: $160.25 Current price: $67.96 P/L: -57.59% Sold -2.50% shares Q3 2022 |
Portfolio share: 1.25% Portfolio value: 8.56M Avg. open price: $139.71 Current price: $168.92 P/L: +20.91% Bought +4.89% shares Q3 2022 |
Portfolio share: 1.24% Portfolio value: 8.51M Avg. open price: $51.06 Current price: $49.39 P/L: -3.28% Bought +9.04% shares Q3 2022 |
Portfolio share: 1.24% Portfolio value: 8.50M Avg. open price: $156.05 Current price: $125.17 P/L: -19.79% Bought +4.90% shares Q3 2022 |
Portfolio share: 1.21% Portfolio value: 8.26M Avg. open price: $40.26 Current price: $45.99 P/L: +14.22% Bought +0.06% shares Q3 2022 |
Portfolio share: 1.20% Portfolio value: 8.22M Avg. open price: $62.67 Current price: $53.42 P/L: -14.77% Bought +0.64% shares Q3 2022 |
Portfolio share: 1.18% Portfolio value: 8.09M Avg. open price: $117.4 Current price: $225.42 P/L: +92.01% Sold -7.91% shares Q3 2022 |
Portfolio share: 1.17% Portfolio value: 8.04M Avg. open price: $85.84 Current price: $91 P/L: +6.02% Bought +9.31% shares Q3 2022 |
Portfolio share: 1.13% Portfolio value: 7.77M Avg. open price: $212.72 Current price: $325.46 P/L: +53.00% Bought +0.87% shares Q3 2022 |
Portfolio share: 1.12% Portfolio value: 7.71M Avg. open price: $136.38 Current price: $132.5 P/L: -2.85% Bought +6.67% shares Q3 2022 |
Portfolio share: 1.12% Portfolio value: 7.66M Avg. open price: $79.05 Current price: $96.18 P/L: +21.66% Bought +115.56% shares Q3 2022 |
Portfolio share: 1.10% Portfolio value: 7.57M Avg. open price: $68.94 Current price: $52.68 P/L: -23.59% Bought +19.28% shares Q3 2022 |
Portfolio share: 1.10% Portfolio value: 7.51M Avg. open price: $53.59 Current price: $43.72 P/L: -18.42% Bought +7.68% shares Q3 2022 |
Portfolio share: 1.06% Portfolio value: 7.3M Avg. open price: $124.11 Current price: $93.7 P/L: -24.50% Bought +17.32% shares Q3 2022 |
Portfolio share: 1.05% Portfolio value: 7.22M Avg. open price: $595.23 Current price: $703.18 P/L: +18.13% Bought +4.30% shares Q3 2022 |
Portfolio share: 1.05% Portfolio value: 7.20M Avg. open price: $81.41 Current price: $75.54 P/L: -7.21% Sold -4.14% shares Q3 2022 |
Portfolio share: 1.04% Portfolio value: 7.14M Avg. open price: $83.76 Current price: $86.68 P/L: +3.48% Bought +1.41% shares Q3 2022 |
Portfolio share: 1.04% Portfolio value: 7.11M Avg. open price: $223.83 Current price: $141.15 P/L: -36.94% Bought +7.29% shares Q3 2022 |
Portfolio share: 1.03% Portfolio value: 7.06M Avg. open price: $36.13 Current price: $40 P/L: +10.70% Bought +39.96% shares Q3 2022 |
Portfolio share: 1.01% Portfolio value: 6.91M Avg. open price: $58.05 Current price: $49.59 P/L: -14.57% Bought +6.42% shares Q3 2022 |
Portfolio share: 1.00% Portfolio value: 6.83M Avg. open price: $32.99 Current price: $38.71 P/L: +17.34% Bought +24.01% shares Q3 2022 |
Portfolio share: 1.00% Portfolio value: 6.83M Avg. open price: $68.25 Current price: $59.28 P/L: -13.14% Sold -4.53% shares Q3 2022 |
Portfolio share: 0.94% Portfolio value: 6.48M Avg. open price: $83.78 Current price: $94.71 P/L: +13.05% Bought +4.91% shares Q3 2022 |
Portfolio share: 0.91% Portfolio value: 6.25M Avg. open price: $82.09 Current price: $82.19 P/L: +0.13% Sold -14.19% shares Q3 2022 |
Portfolio share: 0.83% Portfolio value: 5.69M Avg. open price: $199.27 Current price: $189.31 P/L: -5.00% Bought +13.64% shares Q3 2022 |
Portfolio share: 0.80% Portfolio value: 5.51M Avg. open price: $49.11 Current price: $35.96 P/L: -26.78% Bought +13.75% shares Q3 2022 |
Portfolio share: 0.80% Portfolio value: 5.51M Avg. open price: $50.85 Current price: $48.4 P/L: -4.82% Sold -9.03% shares Q3 2022 |
Portfolio share: 0.78% Portfolio value: 5.35M Avg. open price: $40.25 Current price: $50.59 P/L: +25.69% Bought +9.87% shares Q3 2022 |
Portfolio share: 0.71% Portfolio value: 4.85M Avg. open price: $47.21 Current price: $69.3 P/L: +46.80% Sold -12.91% shares Q3 2022 |
Portfolio share: 0.64% Portfolio value: 4.37M Avg. open price: $142.84 Current price: $182.81 P/L: +27.98% Bought +5.32% shares Q3 2022 |
Portfolio share: 0.60% Portfolio value: 4.13M Avg. open price: $204.02 Current price: $316.99 P/L: +55.37% Sold -2.29% shares Q3 2022 |
Portfolio share: 0.59% Portfolio value: 4.03M Avg. open price: $131.62 Current price: $148.96 P/L: +13.17% Bought +9.07% shares Q3 2022 |
Portfolio share: 0.58% Portfolio value: 3.94M Avg. open price: $34.21 Current price: $40.7 P/L: +18.95% Bought +6.65% shares Q3 2022 |
Portfolio share: 0.57% Portfolio value: 3.94M Avg. open price: $74.54 Current price: $59.59 P/L: -20.07% Bought +8.47% shares Q3 2022 |
Portfolio share: 0.55% Portfolio value: 3.79M Avg. open price: $37.36 Current price: $35.34 P/L: -5.43% N/A Q3 2022 |
Portfolio share: 0.55% Portfolio value: 3.75M Avg. open price: $51.24 Current price: $76.03 P/L: +48.37% Bought +7.40% shares Q3 2022 |
Portfolio share: 0.54% Portfolio value: 3.68M Avg. open price: $58.6 Current price: $67.23 P/L: +14.71% Bought +3.53% shares Q3 2022 |
Portfolio share: 0.54% Portfolio value: 3.67M Avg. open price: $56.78 Current price: $85.97 P/L: +51.42% Sold -3.54% shares Q3 2022 |
Portfolio share: 0.52% Portfolio value: 3.59M Avg. open price: $154.2 Current price: $185.62 P/L: +20.38% Bought +12.86% shares Q3 2022 |
Portfolio share: 0.50% Portfolio value: 3.41M Avg. open price: $29.25 Current price: $33.12 P/L: +13.23% Bought +9.37% shares Q3 2022 |
Portfolio share: 0.48% Portfolio value: 3.32M Avg. open price: $60.69 Current price: $67.41 P/L: +11.06% Bought +8.07% shares Q3 2022 |
Portfolio share: 0.48% Portfolio value: 3.31M Avg. open price: $28.04 Current price: $28.92 P/L: +3.15% Bought +7.33% shares Q3 2022 |
Portfolio share: 0.48% Portfolio value: 3.31M Avg. open price: $82.37 Current price: $103.74 P/L: +25.94% Bought +7.89% shares Q3 2022 |
Portfolio share: 0.44% Portfolio value: 3.03M Avg. open price: $115.35 Current price: $150.16 P/L: +30.18% Sold -1.70% shares Q3 2022 |
Portfolio share: 0.38% Portfolio value: 2.59M Avg. open price: $106 Current price: $60.18 P/L: -43.22% Sold -0.26% shares Q3 2022 |
Portfolio share: 0.37% Portfolio value: 2.52M Avg. open price: N/A Current price: $246.05 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.37% Portfolio value: 2.50M Avg. open price: $65.81 Current price: $36.82 P/L: -44.05% Bought +6.59% shares Q3 2022 |
Portfolio share: 0.34% Portfolio value: 2.29M Avg. open price: $43.27 Current price: $46.4 P/L: +7.23% Bought +32.18% shares Q3 2022 |
Portfolio share: 0.28% Portfolio value: 1.89M Avg. open price: N/A Current price: N/A P/L: N/A Sold -9.02% shares Q3 2022 |
Portfolio share: 0.19% Portfolio value: 1.27M Avg. open price: $62.56 Current price: $61.39 P/L: -1.87% Sold -0.21% shares Q3 2022 |
Portfolio share: 0.18% Portfolio value: 1.22M Avg. open price: $752.19 Current price: $185.9 P/L: -75.29% Bought +10.30% shares Q3 2022 |
Portfolio share: 0.17% Portfolio value: 1.19M Avg. open price: $363.47 Current price: $324.03 P/L: -10.85% Bought +320.63% shares Q3 2021 |
Portfolio share: 0.17% Portfolio value: 1.17M Avg. open price: $272.66 Current price: $231.73 P/L: -15.01% Bought +1.73% shares Q3 2022 |
Portfolio share: 0.16% Portfolio value: 1.09M Avg. open price: N/A Current price: N/A P/L: N/A Bought +18.03% shares Q3 2022 |
Portfolio share: 0.16% Portfolio value: 1.07M Avg. open price: $48.51 Current price: $56.33 P/L: +16.12% Sold -0.09% shares Q3 2022 |
Portfolio share: 0.14% Portfolio value: 962K Avg. open price: N/A Current price: $7.13 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.14% Portfolio value: 958K Avg. open price: $112.47 Current price: $245.78 P/L: +118.52% Sold -0.10% shares Q3 2022 |
Portfolio share: 0.14% Portfolio value: 941K Avg. open price: $117.67 Current price: $105.89 P/L: -10.02% Sold -0.24% shares Q3 2022 |
Portfolio share: 0.14% Portfolio value: 938K Avg. open price: $56.15 Current price: $69.88 P/L: +24.46% Sold -5.37% shares Q3 2022 |
Portfolio share: 0.12% Portfolio value: 827K Avg. open price: $45.68 Current price: $77.53 P/L: +69.71% Sold -5.15% shares Q3 2022 |
Portfolio share: 0.11% Portfolio value: 767K Avg. open price: $265.33 Current price: $321.84 P/L: +21.30% Sold -10.68% shares Q3 2022 |
Portfolio share: 0.11% Portfolio value: 748K Avg. open price: $115.2 Current price: $133.08 P/L: +15.52% Bought +10.79% shares Q3 2022 |
Portfolio share: 0.10% Portfolio value: 713K Avg. open price: $349.21 Current price: $290.8 P/L: -16.73% Sold -1.05% shares Q3 2022 |
Portfolio share: 0.10% Portfolio value: 706K Avg. open price: $46.56 Current price: $43.56 P/L: -6.45% Sold -1.80% shares Q3 2022 |
Portfolio share: 0.10% Portfolio value: 699K Avg. open price: $2,189.13 Current price: $101.22 P/L: -95.38% Bought +7.42% shares Q3 2022 |
Portfolio share: 0.08% Portfolio value: 553K Avg. open price: $102.43 Current price: $141.48 P/L: +38.13% Sold -3.79% shares Q3 2022 |
Portfolio share: 0.08% Portfolio value: 544K Avg. open price: $39.93 Current price: $35.51 P/L: -11.06% Bought +2.87% shares Q3 2022 |
Portfolio share: 0.08% Portfolio value: 532K Avg. open price: N/A Current price: $492.51 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.08% Portfolio value: 519K Avg. open price: $102.06 Current price: $98.98 P/L: -3.02% Bought +58.69% shares Q3 2022 |
Portfolio share: 0.07% Portfolio value: 499K Avg. open price: $327.4 Current price: $405.2 P/L: +23.76% Bought +10.53% shares Q3 2022 |
Portfolio share: 0.07% Portfolio value: 488K Avg. open price: $53.68 Current price: $49.84 P/L: -7.16% Sold -0.85% shares Q3 2022 |
Portfolio share: 0.07% Portfolio value: 447K Avg. open price: $107.29 Current price: $104.3 P/L: -2.79% Sold -7.79% shares Q3 2022 |
Portfolio share: 0.06% Portfolio value: 443K Avg. open price: N/A Current price: $254.2 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.06% Portfolio value: 435K Avg. open price: $509.97 Current price: $534.71 P/L: +4.85% Sold -0.95% shares Q3 2022 |
Portfolio share: 0.06% Portfolio value: 432K Avg. open price: $401.76 Current price: $403.44 P/L: +0.42% Bought +0.70% shares Q3 2022 |
Portfolio share: 0.06% Portfolio value: 389K Avg. open price: $29.65 Current price: $24.95 P/L: -15.86% Sold -7.17% shares Q3 2022 |
Portfolio share: 0.06% Portfolio value: 387K Avg. open price: $24.96 Current price: $25.81 P/L: +3.40% Bought +0.39% shares Q3 2022 |
Portfolio share: 0.05% Portfolio value: 361K Avg. open price: N/A Current price: $81.32 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.05% Portfolio value: 355K Avg. open price: $53.99 Current price: $63.54 P/L: +17.70% Bought +4.88% shares Q3 2022 |
Portfolio share: 0.05% Portfolio value: 352K Avg. open price: $31.36 Current price: $33.75 P/L: +7.63% Sold -4.77% shares Q2 2022 |
Portfolio share: 0.04% Portfolio value: 308K Avg. open price: N/A Current price: $102.25 P/L: N/A Sold -3.22% shares Q3 2022 |
Portfolio share: 0.04% Portfolio value: 307K Avg. open price: $590.65 Current price: $554.15 P/L: -6.18% Sold -4.21% shares Q3 2022 |
Portfolio share: 0.04% Portfolio value: 306K Avg. open price: N/A Current price: $35.29 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.04% Portfolio value: 302K Avg. open price: $85.78 Current price: $47.45 P/L: -44.69% Bought +2.91% shares Q3 2022 |
Portfolio share: 0.04% Portfolio value: 297K Avg. open price: $96.11 Current price: $100.46 P/L: +4.53% Bought +47.12% shares Q3 2022 |
Portfolio share: 0.04% Portfolio value: 297K Avg. open price: $59.19 Current price: $109.56 P/L: +85.09% Sold -27.18% shares Q3 2022 |
Portfolio share: 0.04% Portfolio value: 297K Avg. open price: $58.43 Current price: $47.72 P/L: -18.33% Bought +3.58% shares Q3 2022 |
Portfolio share: 0.04% Portfolio value: 291K Avg. open price: $7.34 Current price: $11.52 P/L: +56.92% Bought +28.45% shares Q3 2022 |
Portfolio share: 0.04% Portfolio value: 290K Avg. open price: N/A Current price: $164.29 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.04% Portfolio value: 279K Avg. open price: $139.52 Current price: $98.59 P/L: -29.33% Bought +23.48% shares Q3 2022 |
Portfolio share: 0.04% Portfolio value: 278K Avg. open price: $38.1 Current price: $49.39 P/L: +29.64% Bought +1.52% shares Q3 2022 |
Portfolio share: 0.04% Portfolio value: 276K Avg. open price: $479.28 Current price: $486.55 P/L: +1.52% Bought +21.14% shares Q3 2022 |
Portfolio share: 0.04% Portfolio value: 275K Avg. open price: $30.11 Current price: $30.31 P/L: +0.66% Bought +1.15% shares Q3 2022 |
Portfolio share: 0.04% Portfolio value: 269K Avg. open price: $226.23 Current price: $252.95 P/L: +11.81% Bought +30.04% shares Q3 2022 |
Portfolio share: 0.04% Portfolio value: 260K Avg. open price: N/A Current price: N/A P/L: N/A Sold -3.07% shares Q3 2022 |
Portfolio share: 0.04% Portfolio value: 256K Avg. open price: $39.29 Current price: $20.34 P/L: -48.23% Bought +4.39% shares Q3 2022 |
Portfolio share: 0.04% Portfolio value: 252K Avg. open price: N/A Current price: $48.38 P/L: N/A Sold -0.64% shares Q3 2022 |
Portfolio share: 0.04% Portfolio value: 246K Avg. open price: $69.91 Current price: $67.5 P/L: -3.45% Sold -33.20% shares Q3 2022 |
Portfolio share: 0.04% Portfolio value: 244K Avg. open price: $130.02 Current price: $148.25 P/L: +14.02% Sold -1.43% shares Q3 2022 |
Portfolio share: 0.04% Portfolio value: 242K Avg. open price: $12.83 Current price: $9.99 P/L: -22.17% Bought +2.66% shares Q3 2022 |
Portfolio share: 0.03% Portfolio value: 231K Avg. open price: N/A Current price: $138.84 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.03% Portfolio value: 228K Avg. open price: $10.09 Current price: $7.44 P/L: -26.28% Bought +25.11% shares Q3 2022 |
Portfolio share: 0.03% Portfolio value: 223K Avg. open price: N/A Current price: $67.55 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.03% Portfolio value: 221K Avg. open price: N/A Current price: $250.42 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.03% Portfolio value: 220K Avg. open price: $69.87 Current price: $81.55 P/L: +16.71% Bought +17.44% shares Q3 2022 |
Portfolio share: 0.03% Portfolio value: 205K Avg. open price: N/A Current price: $28.24 P/L: N/A Sold -11.85% shares Q2 2022 |
Portfolio share: 0.03% Portfolio value: 201K Avg. open price: $13.44 Current price: $11.19 P/L: -16.80% Bought +26.17% shares Q3 2022 |
Portfolio share: 0.03% Portfolio value: 186K Avg. open price: $2.39 Current price: $2.27 P/L: -5.39% Bought +23.86% shares Q3 2022 |
Portfolio share: 0.03% Portfolio value: 185K Avg. open price: $6.53 Current price: $12.47 P/L: +91.04% Bought +0.11% shares Q3 2022 |
Portfolio share: 0.02% Portfolio value: 125K Avg. open price: $2.65 Current price: $2.89 P/L: +9.05% Bought +17.33% shares Q3 2022 |
Portfolio share: 0.01% Portfolio value: 35K Avg. open price: N/A Current price: $1.3 P/L: N/A N/A Q4 2021 |
Portfolio share: 0.00% Portfolio value: 17K Avg. open price: N/A Current price: $1.07 P/L: N/A N/A Q2 2022 |
Portfolio share: 0.00% Portfolio value: 12K Avg. open price: N/A Current price: $0.79 P/L: N/A N/A Q2 2022 |
Portfolio share: 0.00% Portfolio value: 9K Avg. open price: N/A Current price: $0.41 P/L: N/A N/A Q2 2022 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $53.45 Current price: $37.75 P/L: -29.37% Sold -100.00% shares Q3 2022 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $246.04 Current price: $270.94 P/L: +10.12% Sold -100.00% shares Q3 2022 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $98.76 P/L: N/A Sold -100.00% shares Q3 2022 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $102.2 Current price: $88.48 P/L: -13.43% Sold -100.00% shares Q3 2022 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $37.36 Current price: $35.34 P/L: -5.43% Sold -100.00% shares Q3 2022 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $60.69 Current price: $57.48 P/L: -5.29% Sold -100.00% shares Q3 2022 |
Showing TOP 148 FOSTER VICTOR WEALTH ADVISORS's 13F holdings.
Frequently Asked Questions (FAQ)
What is the biggest position of FOSTER VICTOR WEALTH ADVISORS, LLC?
The biggest position of the FOSTER VICTOR WEALTH ADVISORS, LLC is Schwab U.S. Large-Cap ETF (SCHX) with 7% portfolio share worth of 47.99M US dollars.
Top 5 FOSTER VICTOR WEALTH ADVISORS's holdings represent 17.08% of the portfolio:
- Schwab U.S. Large-Cap ETF (SCHX) – 7%
- Vanguard Mid Cap Index Fund (VO) – 3.06%
- Vanguard Value Index Fund (VTV) – 2.91%
- Amazon.com, Inc. (AMZN) – 2.15%
- Valero Energy Corporation (VLO) – 1.95%
Who is the portfolio manager of FOSTER VICTOR WEALTH ADVISORS, LLC?
The portfolio manager of the FOSTER VICTOR WEALTH ADVISORS, LLC is .
What is the total asset value of the FOSTER VICTOR WEALTH ADVISORS, LLC portfolio?
FOSTER VICTOR WEALTH ADVISORS, LLC total asset value (portfolio value) is 685.85M US dollars.
Who is ?
is the portfolio manager of the FOSTER VICTOR WEALTH ADVISORS, LLC.
What is (FOSTER VICTOR WEALTH ADVISORS, LLC) fund performance?
FOSTER VICTOR WEALTH ADVISORS's quarterly performance is -32.20%, annualy -135.67%. In the past 3 years, the value of 's portfolio has decreased by -418%.
What is the FOSTER VICTOR WEALTH ADVISORS, LLC CIK?
FOSTER VICTOR WEALTH ADVISORS's Central Index Key is 0001769063 .