Foster Victor Wealth Advisors

Latest statistics and disclosures from Foster Victor Wealth Advisors's latest quarterly 13F-HR filing:

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Portfolio Holdings for Foster Victor Wealth Advisors

Foster Victor Wealth Advisors holds 220 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 3.4 $55M 294k 187.53
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Amazon (AMZN) 2.5 $41M +2% 185k 219.51
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Microsoft Corporation (MSFT) 2.3 $36M 70k 517.35
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.1 $34M -2% 1.3M 26.48
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Mastercard Incorporated Cl A (MA) 1.9 $30M +4% 52k 580.45
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Ishares Tr Msci Intl Qualty (IQLT) 1.8 $30M 659k 45.08
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Alphabet Cap Stk Cl A (GOOGL) 1.8 $29M -19% 117k 245.35
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Lam Research Corp Com New (LRCX) 1.7 $28M -19% 188k 145.81
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Qualcomm (QCOM) 1.7 $27M +4% 159k 169.18
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Nasdaq Omx (NDAQ) 1.5 $25M 281k 87.61
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O'reilly Automotive (ORLY) 1.5 $24M +2% 230k 104.79
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Ss&c Technologies Holding (SSNC) 1.5 $24M +3% 274k 87.89
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.4 $23M 395k 57.82
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Adobe Systems Incorporated (ADBE) 1.3 $22M +18% 63k 346.74
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Meta Platforms Cl A (META) 1.3 $21M -2% 30k 710.55
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Canadian Pacific Kansas City (CP) 1.3 $21M +11% 266k 77.59
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Garmin SHS (GRMN) 1.3 $20M +2% 79k 257.06
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $20M 33k 603.17
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Danaher Corporation (DHR) 1.2 $20M +15% 92k 214.99
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Lpl Financial Holdings (LPLA) 1.2 $20M +11% 62k 314.73
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Steris Shs Usd (STE) 1.2 $19M +6% 80k 242.50
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Halliburton Company (HAL) 1.2 $19M -3% 796k 24.31
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Boston Scientific Corporation (BSX) 1.2 $19M +8% 199k 97.32
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Pfizer (PFE) 1.2 $19M +9% 705k 27.37
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Electronic Arts (EA) 1.2 $19M +2% 94k 200.69
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Abbvie (ABBV) 1.2 $19M +4% 80k 233.91
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Amgen (AMGN) 1.1 $18M +12% 60k 297.89
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CoStar (CSGP) 1.1 $18M +3% 209k 84.80
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Oneok (OKE) 1.1 $18M +24% 241k 72.89
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Home Depot (HD) 1.1 $18M +5% 44k 395.06
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salesforce (CRM) 1.1 $18M +22% 73k 240.36
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Cognex Corporation (CGNX) 1.1 $17M -19% 374k 46.30
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Apple (AAPL) 1.1 $17M +3% 67k 258.02
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Emerson Electric (EMR) 1.1 $17M -2% 127k 134.76
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Johnson & Johnson (JNJ) 1.1 $17M +3% 91k 188.64
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Broadcom (AVGO) 1.1 $17M -18% 50k 338.37
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S&p Global (SPGI) 1.1 $17M +12% 35k 479.82
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GSK Sponsored Adr (GSK) 1.0 $17M +5% 386k 43.35
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Booking Holdings (BKNG) 1.0 $17M +3% 3.0k 5418.09
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Philip Morris International (PM) 1.0 $16M +10% 107k 153.27
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Valero Energy Corporation (VLO) 1.0 $16M -11% 102k 160.40
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Masco Corporation (MAS) 1.0 $16M +2% 225k 70.38
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $16M +9% 32k 498.75
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Cisco Systems (CSCO) 1.0 $16M +3% 232k 67.92
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International Business Machines (IBM) 1.0 $16M +2905% 54k 288.37
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $15M 305k 49.98
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Freeport-mcmoran CL B (FCX) 0.9 $15M +5% 384k 39.67
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Lockheed Martin Corporation (LMT) 0.9 $15M +10% 30k 504.49
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Uber Technologies (UBER) 0.9 $15M +2% 153k 96.60
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Bj's Wholesale Club Holdings (BJ) 0.9 $15M +24% 158k 92.70
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Cigna Corp (CI) 0.9 $15M -19% 47k 311.00
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Wal-Mart Stores (WMT) 0.9 $15M +6% 143k 102.07
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Pepsi (PEP) 0.9 $14M +4% 98k 141.98
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Cummins (CMI) 0.9 $14M 32k 432.80
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Vertex Pharmaceuticals Incorporated (VRTX) 0.8 $14M +33% 34k 403.30
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Nike CL B (NKE) 0.8 $14M +2% 189k 71.93
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Enbridge (ENB) 0.8 $14M +4% 272k 50.07
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Citigroup Com New (C) 0.8 $14M NEW 138k 97.74
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Carrier Global Corporation (CARR) 0.8 $13M +24% 217k 59.65
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Hershey Company (HSY) 0.8 $13M +5% 65k 195.13
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Chevron Corporation (CVX) 0.8 $12M +8% 81k 153.55
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Blue Owl Capital Com Cl A (OWL) 0.8 $12M +15% 756k 16.27
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MetLife (MET) 0.7 $12M +4% 144k 82.37
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Merck & Co (MRK) 0.7 $12M +10% 130k 89.19
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Cameco Corporation (CCJ) 0.7 $12M -2% 137k 84.17
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Visa Com Cl A (V) 0.7 $11M +5% 32k 349.84
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First Solar (FSLR) 0.7 $11M -49% 48k 230.13
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Paypal Holdings (PYPL) 0.7 $11M +7% 158k 69.25
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Oracle Corporation (ORCL) 0.6 $10M -21% 36k 286.14
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Fortinet (FTNT) 0.6 $9.9M +39% 116k 85.79
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Verizon Communications (VZ) 0.6 $9.6M +7% 219k 43.67
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Coca-Cola Company (KO) 0.6 $9.5M +29% 143k 66.65
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Nxp Semiconductors N V (NXPI) 0.6 $9.3M +2% 41k 228.89
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Procter & Gamble Company (PG) 0.6 $9.0M +17% 59k 152.27
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Magnolia Oil & Gas Corp Cl A (MGY) 0.6 $9.0M +5% 382k 23.64
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Chipotle Mexican Grill (CMG) 0.5 $8.7M +42% 209k 41.76
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Nextera Energy (NEE) 0.5 $8.7M +10% 109k 80.06
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Gxo Logistics Incorporated Common Stock (GXO) 0.5 $8.6M 160k 53.73
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Regions Financial Corporation (RF) 0.5 $8.5M 321k 26.39
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Us Bancorp Del Com New (USB) 0.5 $8.5M +3% 176k 48.07
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Genuine Parts Company (GPC) 0.5 $8.3M +3% 60k 139.73
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Southern Company (SO) 0.5 $8.3M +4% 88k 94.54
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Huntington Bancshares Incorporated (HBAN) 0.5 $8.2M +3% 479k 17.21
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Peak (DOC) 0.5 $8.1M +6% 416k 19.37
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Digital Realty Trust (DLR) 0.5 $7.9M +4% 45k 176.35
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Becton, Dickinson and (BDX) 0.5 $7.8M +3% 41k 193.61
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PPL Corporation (PPL) 0.5 $7.8M +4% 212k 36.70
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Realty Income (O) 0.5 $7.7M +4% 127k 60.40
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Mondelez Intl Cl A (MDLZ) 0.5 $7.4M +9% 119k 62.67
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $7.2M +111% 225k 32.09
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EOG Resources (EOG) 0.4 $7.0M +6% 63k 110.83
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Comcast Corp Cl A (CMCSA) 0.4 $6.5M +4% 210k 30.90
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $6.4M +261% 9.5k 669.23
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NVIDIA Corporation (NVDA) 0.4 $6.0M +4% 32k 187.62
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Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.4 $5.7M 213k 26.92
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Spdr Series Trust Portfolio Intrmd (SPIB) 0.3 $5.1M 152k 33.85
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Vanguard Index Fds Mid Cap Etf (VO) 0.3 $4.1M 14k 295.21
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $4.0M -4% 87k 46.04
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $3.9M NEW 140k 28.26
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Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.2 $3.9M -4% 63k 62.14
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Ishares Msci Emerg Mrkt (EEMV) 0.2 $3.9M 61k 63.92
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $3.9M +2% 65k 59.96
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Truist Financial Corp equities (TFC) 0.2 $3.0M +4% 65k 45.52
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Republic Services (RSG) 0.2 $2.9M NEW 13k 224.15
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $2.8M +5% 8.5k 329.98
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Tesla Motors (TSLA) 0.2 $2.7M -2% 6.2k 429.83
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J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.2 $2.7M 49k 54.13
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JPMorgan Chase & Co. (JPM) 0.2 $2.7M +3% 8.6k 310.03
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Alphabet Cap Stk Cl C (GOOG) 0.1 $1.9M 7.9k 246.45
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.6M 13k 120.08
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Exxon Mobil Corporation (XOM) 0.1 $1.5M +20% 13k 113.26
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Hubbell (HUBB) 0.1 $1.5M 3.5k 413.05
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.4M +56% 2.4k 615.36
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $1.4M -2% 17k 85.35
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Duke Energy Corp Com New (DUK) 0.1 $1.2M +18% 9.9k 123.54
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.2M 48k 24.36
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Oklo Com Cl A (OKLO) 0.1 $1.1M 8.9k 127.36
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.0M +3% 4.7k 217.79
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Eli Lilly & Co. (LLY) 0.1 $1.0M +79% 1.2k 839.56
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Paycom Software (PAYC) 0.1 $952k 4.7k 201.86
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United Bankshares (UBSI) 0.1 $928k 25k 37.19
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Sonoco Products Company (SON) 0.1 $922k 21k 43.32
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Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) 0.1 $881k 12k 71.17
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $872k +35% 15k 57.03
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $858k +39% 15k 57.28
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PNC Financial Services (PNC) 0.1 $834k +193% 4.2k 198.46
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Spdr Series Trust S&P 400 MDCP GRW (MDYG) 0.1 $829k -2% 9.0k 92.01
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $807k +2% 2.8k 292.19
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Asml Holding N V N Y Registry Shs (ASML) 0.0 $780k +15% 756.00 1032.22
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $756k +2% 29k 25.84
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $751k 1.00 750583.00
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Ishares Tr Core S&p500 Etf (IVV) 0.0 $713k +115% 1.1k 672.55
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Sherwin-Williams Company (SHW) 0.0 $697k 2.0k 346.61
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Rithm Capital Corp Com New (RITM) 0.0 $689k 62k 11.15
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Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.0 $669k 7.0k 94.89
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $666k 17k 38.80
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $660k +98% 4.7k 141.54
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Ge Aerospace Com New (GE) 0.0 $622k -8% 2.1k 297.00
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Blackstone Group Inc Com Cl A (BX) 0.0 $611k +39% 3.6k 168.47
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Lowe's Companies (LOW) 0.0 $597k 2.4k 246.38
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Bank of America Corporation (BAC) 0.0 $591k 12k 50.64
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Raytheon Technologies Corp (RTX) 0.0 $584k -7% 3.5k 166.59
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First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.0 $557k 28k 20.08
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Caterpillar (CAT) 0.0 $548k +26% 1.1k 497.85
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Palantir Technologies Cl A (PLTR) 0.0 $533k -6% 3.1k 173.07
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Norfolk Southern (NSC) 0.0 $516k +70% 1.7k 300.15
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Vanguard Index Fds Growth Etf (VUG) 0.0 $516k -43% 1.1k 481.61
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Abbott Laboratories (ABT) 0.0 $508k +2% 3.8k 134.59
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Williams Companies (WMB) 0.0 $500k +5% 7.7k 64.48
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Ishares Tr Intl Eqty Factor (INTF) 0.0 $491k NEW 13k 36.55
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Spdr Gold Tr Gold Shs (GLD) 0.0 $485k +20% 1.4k 357.64
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McDonald's Corporation (MCD) 0.0 $479k 1.6k 300.97
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Fidelity Covington Trust Sml Mid Mltfct (FSMD) 0.0 $471k NEW 11k 44.12
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $467k -9% 7.6k 61.06
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SYNNEX Corporation (SNX) 0.0 $457k 2.9k 158.66
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Marathon Petroleum Corp (MPC) 0.0 $452k +18% 2.3k 193.14
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Costco Wholesale Corporation (COST) 0.0 $448k 490.00 914.60
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Southern First Bancshares (SFST) 0.0 $441k -2% 10k 43.92
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $433k NEW 16k 27.41
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Sap Se Spon Adr (SAP) 0.0 $425k +20% 1.6k 270.53
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Astrazeneca Sponsored Adr (AZN) 0.0 $414k +26% 4.8k 85.31
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Anavex Life Sciences Corp Com New (AVXL) 0.0 $403k +7% 41k 9.96
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Blackrock (BLK) 0.0 $394k -2% 340.00 1159.78
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Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $394k 23k 16.80
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $387k +3% 4.1k 95.08
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UnitedHealth (UNH) 0.0 $374k +28% 1.0k 360.22
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Purecycle Technologies (PCT) 0.0 $368k -6% 27k 13.59
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Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $366k NEW 1.9k 188.03
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Equifax (EFX) 0.0 $345k 1.5k 236.67
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Shell Spon Ads (SHEL) 0.0 $337k NEW 4.6k 73.21
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Intel Corporation (INTC) 0.0 $327k +3% 8.9k 36.83
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Novo-nordisk A S Adr (NVO) 0.0 $322k NEW 5.4k 59.63
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $321k NEW 2.3k 140.90
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $321k +3% 4.7k 68.71
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Bain Cap Specialty Fin Com Stk (BCSF) 0.0 $309k 22k 14.05
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $308k 1.3k 237.86
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TJX Companies (TJX) 0.0 $308k +2% 2.2k 141.33
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First Horizon National Corporation (FHN) 0.0 $308k NEW 14k 22.56
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $291k NEW 2.4k 120.92
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Enterprise Products Partners (EPD) 0.0 $284k +38% 9.0k 31.66
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $282k +6% 1.1k 257.91
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $278k -8% 3.6k 77.71
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Arthur J. Gallagher & Co. (AJG) 0.0 $278k NEW 895.00 310.59
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Schlumberger Com Stk (SLB) 0.0 $276k +29% 8.0k 34.26
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Thermo Fisher Scientific (TMO) 0.0 $274k -4% 505.00 543.35
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CRH Ord (CRH) 0.0 $274k NEW 2.3k 119.96
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Honeywell International (HON) 0.0 $270k 1.3k 209.10
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $263k 3.0k 88.84
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Rio Tinto Sponsored Adr (RIO) 0.0 $261k NEW 3.9k 66.11
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Vanguard World Inf Tech Etf (VGT) 0.0 $260k +10% 344.00 756.41
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Vertiv Holdings Com Cl A (VRT) 0.0 $260k NEW 1.6k 160.25
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $253k +14% 2.1k 121.06
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Lloyds Banking Group Sponsored Adr (LYG) 0.0 $253k +16% 55k 4.59
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American Express Company (AXP) 0.0 $252k NEW 762.00 330.35
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $250k +3% 2.6k 95.15
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Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $250k 13k 20.01
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $249k -62% 3.8k 65.76
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United Parcel Service CL B (UPS) 0.0 $248k -13% 2.9k 86.79
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Toyota Motor Corp Ads (TM) 0.0 $248k NEW 1.3k 194.59
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $247k 3.3k 74.30
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Northrop Grumman Corporation (NOC) 0.0 $243k 398.00 609.54
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Hldgs (UAL) 0.0 $232k NEW 2.4k 95.33
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $229k -58% 8.6k 26.52
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Linde SHS (LIN) 0.0 $225k NEW 483.00 466.73
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Icici Bank Adr (IBN) 0.0 $222k +17% 7.2k 30.76
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General Dynamics Corporation (GD) 0.0 $221k NEW 644.00 343.62
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Arch Cap Group Ord (ACGL) 0.0 $219k NEW 2.4k 90.79
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Icon SHS (ICLR) 0.0 $219k NEW 1.1k 193.89
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Prudential Financial (PRU) 0.0 $212k 2.0k 104.02
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Walt Disney Company (DIS) 0.0 $208k -3% 1.8k 112.49
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $207k NEW 994.00 207.84
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United Microelectronics Corp Spon Adr New (UMC) 0.0 $206k +20% 29k 7.25
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Snowflake Com Shs (SNOW) 0.0 $206k NEW 874.00 235.09
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British Amern Tob Sponsored Adr (BTI) 0.0 $202k NEW 3.9k 51.24
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Hdfc Bank Sponsored Ads (HDB) 0.0 $202k +98% 5.9k 34.25
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Diageo Spon Adr New (DEO) 0.0 $200k -11% 2.1k 96.28
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Huntsman Corporation (HUN) 0.0 $140k +36% 15k 9.31
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Atlantic American Corporation (AAME) 0.0 $122k 44k 2.77
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Sight Sciences (SGHT) 0.0 $118k 36k 3.29
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Opendoor Technologies Put Option (OPEN) 0.0 $1.6k NEW 11k 0.15
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Past Filings by Foster Victor Wealth Advisors

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