Foster Victor Wealth Advisors
Latest statistics and disclosures from Foster Victor Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTV, QQQ, AMZN, GOOGL, SCHX, and represent 12.61% of Foster Victor Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: QQQ (+$25M), SCHD (+$9.8M), BA (+$9.4M), MDT (+$9.3M), ROP (+$7.2M), RPRX (+$7.1M), VOO (+$7.0M), IXUS, SPGI, DBEU.
- Started 19 new stock positions in FLR, BA, GEV, WELL, MU, MS, TLT, HCC, IXUS, RPRX. DBEU, MDT, LIDR, MELI, ROP, Pinnacle Financial Partners, BE, TRGP, NEAR.
- Reduced shares in these 10 stocks: EA (-$18M), , LRCX (-$8.4M), FSLR (-$7.4M), HAL (-$5.3M), SCHC, GOOGL, CP, DHR, ADBE.
- Sold out of its positions in DIS, FTNT, OPEN, FNDX, SCHC, SNOW, VONG, ACGL.
- Foster Victor Wealth Advisors was a net buyer of stock by $52M.
- Foster Victor Wealth Advisors has $1.7B in assets under management (AUM), dropping by 6.83%.
- Central Index Key (CIK): 0001769063
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Portfolio Holdings for Foster Victor Wealth Advisors
Foster Victor Wealth Advisors holds 231 positions in its portfolio as reported in the December 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 | $58M | 292k | 198.37 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.7 | $46M | +121% | 74k | 621.26 |
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| Amazon (AMZN) | 2.5 | $44M | 182k | 239.12 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $35M | -8% | 107k | 330.00 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.0 | $34M | -2% | 1.2M | 27.33 |
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| Lam Research Corp Com New (LRCX) | 2.0 | $34M | -20% | 150k | 222.96 |
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| Microsoft Corporation (MSFT) | 1.9 | $33M | +3% | 72k | 459.86 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 1.8 | $31M | 655k | 47.25 |
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| Nasdaq Omx (NDAQ) | 1.8 | $31M | +7% | 303k | 100.98 |
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| Mastercard Incorporated Cl A (MA) | 1.7 | $29M | +3% | 54k | 539.49 |
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| Qualcomm (QCOM) | 1.5 | $26M | +2% | 164k | 159.42 |
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| Ss&c Technologies Holding (SSNC) | 1.5 | $25M | +8% | 295k | 85.78 |
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| Lpl Financial Holdings (LPLA) | 1.4 | $25M | +5% | 65k | 378.62 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.4 | $24M | 396k | 61.67 |
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| S&p Global (SPGI) | 1.4 | $24M | +24% | 44k | 546.34 |
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| Freeport-mcmoran CL B (FCX) | 1.3 | $23M | +2% | 392k | 58.71 |
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| Steris Shs Usd (STE) | 1.3 | $23M | +7% | 86k | 268.65 |
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| Halliburton Company (HAL) | 1.2 | $21M | -20% | 633k | 32.57 |
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| Amgen (AMGN) | 1.2 | $20M | +2% | 61k | 330.41 |
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| Emerson Electric (EMR) | 1.2 | $20M | +4% | 134k | 149.46 |
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| Philip Morris International (PM) | 1.2 | $20M | +7% | 115k | 173.62 |
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| Johnson & Johnson (JNJ) | 1.1 | $20M | 90k | 218.66 |
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| O'reilly Automotive (ORLY) | 1.1 | $20M | -10% | 206k | 94.70 |
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| Valero Energy Corporation (VLO) | 1.1 | $19M | +3% | 106k | 183.46 |
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| GSK Sponsored Adr (GSK) | 1.1 | $19M | 391k | 48.22 |
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| Danaher Corporation (DHR) | 1.1 | $19M | -12% | 80k | 235.99 |
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| Boston Scientific Corporation (BSX) | 1.1 | $19M | +7% | 213k | 88.07 |
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| Garmin SHS (GRMN) | 1.1 | $18M | +9% | 86k | 211.80 |
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| Broadcom (AVGO) | 1.1 | $18M | +3% | 52k | 351.71 |
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| Meta Platforms Cl A (META) | 1.1 | $18M | -2% | 29k | 620.25 |
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| Oneok (OKE) | 1.0 | $18M | 242k | 74.40 |
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| Cisco Systems (CSCO) | 1.0 | $18M | +3% | 239k | 75.19 |
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| Cummins (CMI) | 1.0 | $18M | -2% | 31k | 578.94 |
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| Pfizer (PFE) | 1.0 | $18M | 696k | 25.65 |
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| Wal-Mart Stores (WMT) | 1.0 | $18M | +3% | 147k | 119.70 |
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| Home Depot (HD) | 1.0 | $18M | +4% | 46k | 380.17 |
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| Abbvie (ABBV) | 1.0 | $17M | +2% | 81k | 214.35 |
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| Lockheed Martin Corporation (LMT) | 1.0 | $17M | 30k | 582.43 |
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| International Business Machines (IBM) | 1.0 | $17M | +2% | 56k | 305.67 |
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| Citigroup Com New (C) | 1.0 | $17M | +3% | 143k | 118.04 |
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| Apple (AAPL) | 1.0 | $17M | 66k | 255.53 |
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| Canadian Pacific Kansas City (CP) | 1.0 | $17M | -14% | 228k | 72.52 |
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| Masco Corporation (MAS) | 1.0 | $16M | +3% | 233k | 70.47 |
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| Booking Holdings (BKNG) | 1.0 | $16M | +5% | 3.2k | 5116.32 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $16M | 32k | 493.29 |
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| Adobe Systems Incorporated (ADBE) | 0.9 | $16M | -14% | 54k | 296.12 |
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| salesforce (CRM) | 0.9 | $16M | -4% | 69k | 227.11 |
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| Bj's Wholesale Club Holdings (BJ) | 0.9 | $16M | +5% | 167k | 93.40 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $15M | 303k | 50.60 |
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| Merck & Co (MRK) | 0.9 | $15M | +3% | 135k | 108.83 |
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| Cognex Corporation (CGNX) | 0.9 | $15M | -4% | 358k | 40.92 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.8 | $15M | -2% | 33k | 441.36 |
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| Pepsi (PEP) | 0.8 | $15M | 99k | 146.32 |
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| Cameco Corporation (CCJ) | 0.8 | $14M | -10% | 123k | 116.44 |
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| Enbridge (ENB) | 0.8 | $14M | +5% | 286k | 47.59 |
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| Hershey Company (HSY) | 0.8 | $14M | +5% | 68k | 197.76 |
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| Uber Technologies (UBER) | 0.8 | $13M | +2% | 157k | 84.85 |
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| Chevron Corporation (CVX) | 0.8 | $13M | -2% | 79k | 166.26 |
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| CoStar (CSGP) | 0.8 | $13M | -5% | 198k | 65.34 |
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| Cigna Corp (CI) | 0.7 | $13M | 46k | 272.21 |
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| Blue Owl Capital Com Cl A (OWL) | 0.7 | $13M | +3% | 786k | 15.93 |
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| MetLife (MET) | 0.7 | $12M | +5% | 153k | 76.77 |
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| Visa Com Cl A (V) | 0.6 | $11M | 33k | 328.30 |
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| Nike CL B (NKE) | 0.6 | $11M | -13% | 164k | 64.38 |
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| Becton, Dickinson and (BDX) | 0.6 | $10M | +23% | 50k | 207.11 |
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| Carrier Global Corporation (CARR) | 0.6 | $10M | -15% | 184k | 56.19 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $10M | +2156% | 356k | 28.90 |
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| Coca-Cola Company (KO) | 0.6 | $10M | 142k | 70.44 |
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| Us Bancorp Del Com New (USB) | 0.6 | $9.6M | 177k | 54.40 |
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| Nxp Semiconductors N V (NXPI) | 0.6 | $9.5M | 40k | 237.11 |
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| Chipotle Mexican Grill (CMG) | 0.6 | $9.5M | +13% | 237k | 39.96 |
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| Regions Financial Corporation (RF) | 0.5 | $9.5M | +6% | 340k | 27.77 |
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| Magnolia Oil & Gas Corp Cl A (MGY) | 0.5 | $9.4M | +9% | 417k | 22.60 |
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| Boeing Company (BA) | 0.5 | $9.4M | NEW | 38k | 247.68 |
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| Nextera Energy (NEE) | 0.5 | $9.3M | +2% | 112k | 83.63 |
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| Verizon Communications (VZ) | 0.5 | $9.3M | +9% | 240k | 38.91 |
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| Medtronic SHS (MDT) | 0.5 | $9.3M | NEW | 96k | 96.76 |
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| Procter & Gamble Company (PG) | 0.5 | $9.3M | +8% | 64k | 144.53 |
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| Huntington Bancshares Incorporated (HBAN) | 0.5 | $9.2M | +6% | 511k | 18.02 |
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| Paypal Holdings (PYPL) | 0.5 | $9.0M | 159k | 56.89 |
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| Gxo Logistics Incorporated Common Stock (GXO) | 0.5 | $8.9M | -2% | 157k | 56.54 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $8.5M | +465% | 13k | 636.07 |
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| Genuine Parts Company (GPC) | 0.5 | $8.4M | +2% | 62k | 136.94 |
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| Realty Income (O) | 0.5 | $8.2M | +5% | 134k | 61.42 |
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| PPL Corporation (PPL) | 0.5 | $8.2M | +5% | 223k | 36.83 |
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| Southern Company (SO) | 0.5 | $8.1M | +4% | 92k | 88.90 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $8.0M | +21% | 12k | 691.65 |
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| Digital Realty Trust (DLR) | 0.4 | $7.7M | +5% | 47k | 163.60 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $7.5M | +3% | 233k | 32.36 |
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| Roper Industries (ROP) | 0.4 | $7.2M | NEW | 17k | 416.14 |
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| Peak (DOC) | 0.4 | $7.2M | -3% | 404k | 17.83 |
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| Royalty Pharma Shs Class A (RPRX) | 0.4 | $7.1M | NEW | 181k | 39.55 |
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| EOG Resources (EOG) | 0.4 | $7.0M | +6% | 67k | 105.32 |
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| NVIDIA Corporation (NVDA) | 0.4 | $6.9M | +15% | 37k | 186.23 |
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| Mondelez Intl Cl A (MDLZ) | 0.4 | $6.7M | 117k | 57.24 |
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| Oracle Corporation (ORCL) | 0.4 | $6.6M | -3% | 35k | 191.09 |
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| Spdr Series Trust State Street Spd (SPTL) | 0.3 | $5.2M | -8% | 196k | 26.60 |
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| Spdr Series Trust State Street Spd (SPIB) | 0.3 | $5.2M | 153k | 33.83 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $5.0M | -13% | 181k | 27.82 |
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| Ishares Tr Core Msci Total (IXUS) | 0.3 | $4.9M | NEW | 55k | 88.21 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $4.4M | +63% | 14k | 312.47 |
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| First Solar (FSLR) | 0.2 | $4.2M | -63% | 17k | 243.73 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $4.1M | -3% | 135k | 30.54 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $4.0M | -3% | 13k | 300.38 |
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| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.2 | $4.0M | -7% | 59k | 68.22 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $4.0M | 60k | 66.14 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $3.8M | 64k | 59.79 |
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| Dbx Etf Tr Xtrack Msci Eurp (DBEU) | 0.2 | $3.6M | NEW | 72k | 50.04 |
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| Truist Financial Corp equities (TFC) | 0.2 | $3.0M | -7% | 60k | 49.99 |
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| Republic Services (RSG) | 0.2 | $2.8M | +2% | 13k | 210.96 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $2.8M | -4% | 8.1k | 341.85 |
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| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.2 | $2.7M | 49k | 54.07 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $2.5M | -3% | 7.6k | 330.35 |
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| Eli Lilly & Co. (LLY) | 0.1 | $2.4M | +94% | 2.3k | 1038.37 |
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| Hubbell (HUBB) | 0.1 | $1.7M | 3.5k | 489.38 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.7M | 13k | 129.89 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.7M | -3% | 13k | 128.62 |
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| Tesla Motors (TSLA) | 0.1 | $1.6M | -42% | 3.6k | 437.50 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $1.4M | -4% | 16k | 87.37 |
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| Electronic Arts (EA) | 0.1 | $1.4M | -92% | 6.8k | 204.24 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $1.3M | +9% | 52k | 24.36 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.1M | +11% | 3.1k | 342.41 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.0M | 4.7k | 225.64 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.0M | 765.00 | 1359.26 |
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| United Bankshares (UBSI) | 0.1 | $1.0M | 25k | 41.22 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $1.0M | -14% | 8.5k | 119.22 |
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| Sonoco Products Company (SON) | 0.1 | $999k | -3% | 21k | 48.71 |
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| PNC Financial Services (PNC) | 0.1 | $939k | 4.2k | 223.18 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $929k | +76% | 5.4k | 170.96 |
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| Ge Aerospace Com New (GE) | 0.1 | $873k | +28% | 2.7k | 325.14 |
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| Spdr Series Trust State Street Spd (MDYG) | 0.0 | $853k | -4% | 8.6k | 98.69 |
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| Oklo Com Cl A (OKLO) | 0.0 | $850k | 9.0k | 94.95 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $828k | +5% | 31k | 26.74 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $819k | -7% | 14k | 58.92 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $798k | -10% | 14k | 58.41 |
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| Welltower Inc Com reit (WELL) | 0.0 | $783k | NEW | 4.1k | 191.38 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $776k | +5% | 1.1k | 694.41 |
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| Rithm Capital Corp Com New (RITM) | 0.0 | $744k | +2% | 63k | 11.76 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $741k | 1.00 | 740750.00 |
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| Sherwin-Williams Company (SHW) | 0.0 | $719k | 2.0k | 357.83 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $716k | 3.5k | 201.93 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $700k | 17k | 40.69 |
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| Paycom Software (PAYC) | 0.0 | $695k | 4.7k | 148.41 |
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| Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) | 0.0 | $687k | 12k | 55.26 |
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| Lowe's Companies (LOW) | 0.0 | $672k | 2.4k | 277.54 |
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| Spdr Series Trust State Street Spd (SLYG) | 0.0 | $672k | -5% | 6.7k | 100.73 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $653k | +10% | 4.0k | 163.51 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $616k | +7% | 1.5k | 421.29 |
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| Bank of America Corporation (BAC) | 0.0 | $612k | 12k | 52.97 |
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| Linde SHS (LIN) | 0.0 | $608k | +186% | 1.4k | 439.11 |
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| Astrazeneca Sponsored Adr | 0.0 | $556k | +21% | 5.9k | 94.39 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $553k | NEW | 11k | 51.10 |
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| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 0.0 | $547k | 27k | 20.13 |
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| Bloom Energy Corp Com Cl A (BE) | 0.0 | $532k | NEW | 3.6k | 149.50 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $522k | -24% | 3.5k | 148.86 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $520k | +126% | 8.9k | 58.22 |
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| Targa Res Corp (TRGP) | 0.0 | $518k | NEW | 2.8k | 185.35 |
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| Southern First Bancshares (SFST) | 0.0 | $518k | -7% | 9.3k | 55.70 |
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| Ishares Tr Intl Eqty Factor (INTF) | 0.0 | $517k | 13k | 39.06 |
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| Caterpillar (CAT) | 0.0 | $516k | -27% | 798.00 | 646.89 |
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| Sap Se Spon Adr (SAP) | 0.0 | $506k | +37% | 2.2k | 233.58 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $503k | +22% | 2.9k | 175.63 |
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| McDonald's Corporation (MCD) | 0.0 | $492k | 1.6k | 307.33 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $489k | -5% | 1.0k | 484.89 |
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| Williams Companies (WMB) | 0.0 | $485k | 7.9k | 61.55 |
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| Abbott Laboratories (ABT) | 0.0 | $451k | 3.7k | 121.76 |
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| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 0.0 | $444k | -10% | 9.6k | 46.28 |
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| Costco Wholesale Corporation (COST) | 0.0 | $444k | -5% | 461.00 | 962.82 |
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| Norfolk Southern (NSC) | 0.0 | $436k | -12% | 1.5k | 290.63 |
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| Icici Bank Adr (IBN) | 0.0 | $428k | +92% | 14k | 30.87 |
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| Intel Corporation (INTC) | 0.0 | $417k | 8.9k | 46.96 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $406k | +83% | 8.6k | 47.36 |
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| Shell Spon Ads (SHEL) | 0.0 | $403k | +18% | 5.4k | 74.25 |
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| Bain Cap Specialty Fin Com Stk (BCSF) | 0.0 | $403k | +33% | 29k | 13.75 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $403k | +109% | 12k | 32.65 |
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| Blackrock (BLK) | 0.0 | $399k | 343.00 | 1162.28 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $398k | 4.0k | 99.52 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $397k | 13k | 31.76 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $391k | -3% | 23k | 17.35 |
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| Toyota Motor Corp Ads (TM) | 0.0 | $389k | +32% | 1.7k | 231.37 |
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| SLB Com Stk (SLB) | 0.0 | $387k | +2% | 8.3k | 46.73 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $385k | +19% | 2.3k | 165.41 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $385k | +27% | 70k | 5.49 |
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| SYNNEX Corporation (SNX) | 0.0 | $383k | -11% | 2.6k | 150.00 |
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| Rio Tinto Sponsored Adr (RIO) | 0.0 | $374k | +11% | 4.4k | 85.13 |
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| Purecycle Technologies (PCT) | 0.0 | $365k | +14% | 31k | 11.76 |
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| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $359k | +35% | 39k | 9.30 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $353k | +4% | 5.7k | 62.33 |
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| Fluor Corporation (FLR) | 0.0 | $351k | NEW | 8.0k | 43.97 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $338k | 2.3k | 148.27 |
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| CRH Ord (CRH) | 0.0 | $337k | +19% | 2.7k | 122.97 |
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| First Horizon National Corporation (FHN) | 0.0 | $334k | 14k | 24.12 |
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| TJX Companies (TJX) | 0.0 | $328k | -4% | 2.1k | 157.38 |
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| Equifax (EFX) | 0.0 | $320k | 1.5k | 219.57 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $317k | +100% | 2.6k | 122.30 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $313k | 505.00 | 618.75 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $301k | 1.1k | 275.50 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $299k | +14% | 394.00 | 758.08 |
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| Icon SHS (ICLR) | 0.0 | $287k | +39% | 1.6k | 182.57 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $287k | 1.6k | 176.90 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $286k | 3.5k | 80.83 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $286k | +10% | 2.3k | 123.93 |
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| Enterprise Products Partners (EPD) | 0.0 | $285k | -3% | 8.7k | 32.90 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $282k | +30% | 1.3k | 217.26 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $280k | -43% | 4.3k | 65.14 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $275k | 3.0k | 92.75 |
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| Micron Technology (MU) | 0.0 | $270k | NEW | 745.00 | 362.75 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $268k | 402.00 | 666.90 |
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| American Express Company (AXP) | 0.0 | $268k | -3% | 733.00 | 365.03 |
|
| Honeywell International (HON) | 0.0 | $268k | -5% | 1.2k | 219.46 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $266k | 3.8k | 70.06 |
|
|
| UnitedHealth (UNH) | 0.0 | $257k | -25% | 777.00 | 331.02 |
|
| Prudential Financial (PRU) | 0.0 | $257k | +12% | 2.3k | 111.69 |
|
| Hldgs (UAL) | 0.0 | $256k | -7% | 2.3k | 113.49 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $253k | NEW | 2.9k | 87.80 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $251k | +35% | 2.8k | 88.57 |
|
| Pinnacle Financial Partners | 0.0 | $250k | NEW | 2.5k | 98.44 |
|
| MercadoLibre (MELI) | 0.0 | $249k | NEW | 120.00 | 2071.02 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $249k | 2.6k | 94.42 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $239k | -3% | 3.2k | 74.20 |
|
| General Dynamics Corporation (GD) | 0.0 | $238k | 647.00 | 367.38 |
|
|
| Ge Vernova (GEV) | 0.0 | $234k | NEW | 343.00 | 681.57 |
|
| Morgan Stanley Com New (MS) | 0.0 | $233k | NEW | 1.2k | 189.10 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $233k | 900.00 | 258.38 |
|
|
| Sight Sciences (SGHT) | 0.0 | $232k | 36k | 6.47 |
|
|
| Warrior Met Coal (HCC) | 0.0 | $232k | NEW | 2.3k | 100.07 |
|
| United Parcel Service CL B (UPS) | 0.0 | $201k | -34% | 1.9k | 106.93 |
|
| Anavex Life Sciences Corp Com New (AVXL) | 0.0 | $200k | 40k | 5.01 |
|
|
| Huntsman Corporation (HUN) | 0.0 | $195k | +8% | 16k | 11.91 |
|
| Atlantic American Corporation (AAME) | 0.0 | $132k | 44k | 2.99 |
|
|
| Aeye Cl A New (LIDR) | 0.0 | $21k | NEW | 11k | 2.01 |
|
Past Filings by Foster Victor Wealth Advisors
SEC 13F filings are viewable for Foster Victor Wealth Advisors going back to 2018
- Foster Victor Wealth Advisors 2025 Q4 filed Jan. 26, 2026
- Foster Victor Wealth Advisors 2025 Q3 filed Oct. 10, 2025
- Foster Victor Wealth Advisors 2025 Q2 filed July 15, 2025
- Foster Victor Wealth Advisors 2025 Q1 filed April 17, 2025
- Foster Victor Wealth Advisors 2024 Q4 filed Jan. 23, 2025
- Foster Victor Wealth Advisors 2024 Q3 filed Oct. 15, 2024
- Foster Victor Wealth Advisors 2024 Q2 filed July 18, 2024
- Foster Victor Wealth Advisors 2024 Q1 filed April 26, 2024
- Foster Victor Wealth Advisors 2023 Q4 filed Jan. 19, 2024
- Foster Victor Wealth Advisors 2023 Q3 filed Oct. 16, 2023
- Foster Victor Wealth Advisors 2023 Q2 filed July 17, 2023
- Foster Victor Wealth Advisors 2023 Q1 filed April 20, 2023
- Foster Victor Wealth Advisors 2022 Q4 filed Jan. 27, 2023
- Foster Victor Wealth Advisors 2022 Q3 filed Oct. 24, 2022
- Foster Victor Wealth Advisors 2022 Q2 filed July 19, 2022
- Foster Victor Wealth Advisors 2022 Q1 filed April 14, 2022