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  Name: Foster Victor Wealth Advisors LLC
  City: GREENVILLE
  State: SC
  Zip: 29601
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,095,989,000
  Total Value Change : $119,033,000
  Securities Held Change : 1
   
All Securities Held : 173
  New Positions : 9
  Closed Positions : 9
  Increased Positions : 85
  Unchanged Positions : 28
  Decreased Positions : 51

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CROX)1 Year Chart         CROX Crocs Inc 64 New $139.32 $7,180,000 55,479 0.66% 7,180,000 55,479 0.082    Textile - Apparel Foo...
   (SCHV)1 Year Chart         SCHV Schwab Strategic Trust 79 New $75.51 $3,857,000 52,300 0.35% 3,857,000 52,300 0.04    Closed - End Fund - Debt
   (DBEU)1 Year Chart         DBEU Xtrackers MSCI Europe Hedge... 81 New $42.61 $3,616,000 89,251 0.33% 3,616,000 89,251 0.574    N/A
   (FSMB)1 Year Chart         FSMB First Trust Short Duration ... 116 New $0.00 $515,000 26,043 0.05% 515,000 26,043 0.079    N/A
   (EFX)1 Year Chart         EFX Equifax Inc 129 New $251.69 $364,000 1,459 0.03% 364,000 1,459 0.001    Business Services
   (MRK)1 Year Chart         MRK Merck & Co Inc 150 New $131.20 $252,000 1,999 0.02% 252,000 1,999 0    Drug Manufacturers - ...
   (SFST)1 Year Chart         SFST Southern First Bancshares Inc 159 New $29.02 $225,000 8,369 0.02% 225,000 8,369 0.108    Domestic Regional Banks
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 166 New $0.00 $201,000 3,195 0.02% 201,000 3,195 0.001    N/A
   (SIRI)1 Year Chart         SIRI Sirius XM Radio Inc 170 New $2.99 $48,000 14,300 0% 48,000 14,300 0    Broadcasting - Radio

      9 Records Found
  1    
Page 1 of 1
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