Foster Victor Wealth Advisors

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

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Positions held by Foster Victor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Foster Victor Wealth Advisors

Companies in the Foster Victor Wealth Advisors portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 7.9 $57M +109% 1.1M 53.19
Vanguard Index Fds Mid Cap Etf (VO) 3.4 $25M +6% 106k 235.00
Vanguard Index Fds Value Etf (VTV) 3.3 $24M +8% 162k 147.73
Amazon (AMZN) 2.2 $16M +6% 5.0k 3175.15
American Tower Reit (AMT) 2.2 $16M +6% 59k 268.61
Cognex Corporation (CGNX) 2.1 $15M NEW 199k 75.88
Alphabet Cap Stk Cl A (GOOGL) 2.0 $15M -3% 5.4k 2731.03
Facebook Cl A (FB) 2.0 $15M +40% 65k 223.30
Illumina (ILMN) 2.0 $14M +9% 40k 358.53
Mastercard Incorporated Cl A (MA) 1.9 $14M -3% 40k 353.55
O'reilly Automotive (ORLY) 1.9 $14M -10% 20k 701.13
Booking Holdings (BKNG) 1.7 $13M -8% 5.7k 2222.22
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $13M +7% 120k 104.96
Adobe Systems Incorporated (ADBE) 1.7 $13M +9% 28k 444.32

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Valero Energy Corporation (VLO) 1.7 $13M -4% 121k 103.30
Lam Research Corporation (LRCX) 1.7 $12M +6% 25k 498.18
Johnson & Johnson (JNJ) 1.7 $12M +15% 67k 182.22
Microsoft Corporation (MSFT) 1.6 $12M -2% 40k 299.49
Ishares Tr Msci Eafe Min Vl (EFAV) 1.6 $12M +10% 163k 72.00
Amgen (AMGN) 1.6 $12M +14% 47k 249.94
Realty Income (O) 1.5 $11M +18% 157k 71.78
Broadcom (AVGO) 1.5 $11M +16% 19k 601.99
Keurig Dr Pepper (KDP) 1.5 $11M +13% 289k 37.83
Ishares Tr National Mun Etf (MUB) 1.5 $11M +9% 100k 109.00
Genuine Parts Company (GPC) 1.5 $11M +19% 84k 127.61
Lowe's Companies (LOW) 1.4 $10M 50k 200.66
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $10M +5% 90k 110.70
Schwab Strategic Tr Us Tips Etf (SCHP) 1.3 $9.6M +15% 161k 59.44
Nxp Semiconductors N V (NXPI) 1.2 $9.0M +4% 52k 174.01
Wal-Mart Stores (WMT) 1.2 $8.9M +17% 57k 154.98
BlackRock (BLK) 1.2 $8.4M +5% 11k 745.25
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.1 $8.3M +14% 134k 61.96
Te Connectivity Reg Shs (TEL) 1.1 $8.2M +27% 66k 125.06
Boston Scientific Corporation (BSX) 1.1 $8.2M +16% 184k 44.58
Novartis Sponsored Adr (NVS) 1.1 $8.1M +21% 90k 90.65
Nasdaq Omx (NDAQ) 1.1 $8.0M +23% 44k 183.58
salesforce (CRM) 1.1 $8.0M +6% 40k 200.83
Cisco Systems (CSCO) 1.1 $7.8M +17% 143k 54.37
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.1 $7.7M +18% 100k 77.42
Garmin SHS (GRMN) 1.0 $7.6M +39% 67k 114.28
Ss&c Technologies Holding (SSNC) 1.0 $7.6M +20% 103k 73.80
Cigna Corp (CI) 1.0 $7.4M +17% 30k 249.62
American Electric Power Company (AEP) 1.0 $7.3M +15% 70k 104.48
Lpl Financial Holdings (LPLA) 1.0 $7.2M +6% 39k 184.33
Electronic Arts (EA) 0.9 $6.8M +20% 55k 124.84
Truist Financial Corp equities (TFC) 0.9 $6.8M +13% 123k 54.74
Steris Shs Usd (STE) 0.9 $6.7M +12% 27k 248.85
Qualcomm (QCOM) 0.9 $6.7M +22% 48k 139.28
Comcast Corp Cl A (CMCSA) 0.9 $6.6M +28% 138k 47.73
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.9 $6.4M -20% 130k 49.37
Halliburton Company (HAL) 0.9 $6.4M NEW 170k 37.35
CoStar (CSGP) 0.9 $6.3M +22% 96k 65.43
Masco Corporation (MAS) 0.8 $5.8M +32% 115k 50.76
Pfizer (PFE) 0.8 $5.5M +14% 105k 52.87
Bj's Wholesale Club Holdings (BJ) 0.7 $5.4M +12% 79k 67.99
Glaxosmithkline Sponsored Adr (GSK) 0.7 $5.3M +15% 115k 45.72
Freeport-mcmoran CL B (FCX) 0.7 $5.2M 108k 48.06
Vertex Pharmaceuticals Incorporated (VRTX) 0.7 $4.8M -22% 18k 272.37
Dominion Resources (D) 0.6 $4.5M +15% 51k 87.84
Enbridge (ENB) 0.6 $4.4M +12% 94k 46.54
Procter & Gamble Company (PG) 0.6 $4.3M +12% 27k 156.84
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.6 $4.0M 57k 70.96
Pepsi (PEP) 0.5 $4.0M +12% 23k 172.40
Southern Company (SO) 0.5 $3.9M +14% 51k 76.51
Emerson Electric (EMR) 0.5 $3.8M +15% 39k 96.18
Interpublic Group of Companies (IPG) 0.5 $3.5M +15% 103k 34.46
General Mills (GIS) 0.5 $3.5M +14% 51k 69.72
Verizon Communications (VZ) 0.5 $3.5M +19% 66k 53.19
MetLife (MET) 0.5 $3.5M +13% 50k 70.06
Philip Morris International (PM) 0.5 $3.3M +12% 34k 99.03
PPL Corporation (PPL) 0.5 $3.3M +23% 113k 29.39
Mondelez Intl Cl A (MDLZ) 0.4 $3.2M +17% 51k 63.22
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $3.2M -13% 43k 73.32
Apple (AAPL) 0.4 $3.0M +5% 18k 171.81
United Parcel Service CL B (UPS) 0.4 $3.0M +15% 16k 194.38
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.3 $2.2M +14% 45k 49.53
Xpo Logistics Inc equity (XPO) 0.3 $2.1M +24% 34k 63.34
Oshkosh Corporation (OSK) 0.3 $2.1M +27% 21k 96.74
Tesla Motors (TSLA) 0.2 $1.6M +17% 1.5k 1045.51
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.4M +9% 4.9k 281.25
Sonoco Products Company (SON) 0.2 $1.3M 21k 62.93
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.2 $1.3M 18k 72.23
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.2 $1.3M -3% 22k 58.03
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.2M +11% 3.5k 344.59
Abbott Laboratories (ABT) 0.2 $1.2M -2% 9.6k 119.97
Paycom Software (PAYC) 0.2 $1.1M 3.4k 334.92
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $1.0M 13k 81.35
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $850k +22% 2.4k 353.43
Alphabet Cap Stk Cl C (GOOG) 0.1 $834k +8% 304.00 2743.42
Home Depot (HD) 0.1 $811k -22% 2.7k 298.71
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $807k 17k 47.43
Hubbell (HUBB) 0.1 $740k 4.0k 182.81
JPMorgan Chase & Co. (JPM) 0.1 $716k +4% 5.4k 131.47
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $694k -4% 4.7k 148.61
Bank of America Corporation (BAC) 0.1 $666k -6% 17k 39.72
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $576k 5.5k 104.12
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $552k +11% 11k 51.27
Surgery Partners (SGRY) 0.1 $484k 9.2k 52.67
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $467k 13k 36.48
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $442k 16k 28.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $386k -92% 864.00 446.76
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $373k +107% 7.1k 52.65
Duke Energy Corp Com New (DUK) 0.1 $369k -14% 3.2k 115.13
Ishares Tr Core Msci Eafe (IEFA) 0.0 $353k NEW 5.1k 68.74
NVIDIA Corporation (NVDA) 0.0 $347k +12% 1.4k 244.19
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $345k +96% 14k 25.53
Agnc Invt Corp Com reit (AGNC) 0.0 $335k +2% 27k 12.60
Southern First Bancshares (SFST) 0.0 $321k +43% 6.5k 49.52
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $321k 6.2k 51.92
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $317k 10k 31.75
Ishares Tr Msci Eafe Etf (EFA) 0.0 $310k 4.3k 72.68
Coca-Cola Company (KO) 0.0 $283k -6% 4.5k 63.04
UnitedHealth (UNH) 0.0 $274k -7% 515.00 532.04
Thermo Fisher Scientific (TMO) 0.0 $266k 453.00 587.20
Astrazeneca Sponsored Adr (AZN) 0.0 $264k NEW 3.8k 69.02
Exxon Mobil Corporation (XOM) 0.0 $263k -40% 3.1k 83.81
Walt Disney Company (DIS) 0.0 $261k +2% 2.0k 132.69
International Business Machines (IBM) 0.0 $259k 2.0k 129.50
Anavex Life Sciences Corp Com New (AVXL) 0.0 $252k 21k 12.29
Nextera Energy (NEE) 0.0 $251k 2.9k 86.43
Spdr Gold Tr Gold Shs (GLD) 0.0 $249k NEW 1.4k 179.78
United Microelectronics Corp Spon Adr New (UMC) 0.0 $242k +162% 28k 8.71
Abbvie (ABBV) 0.0 $242k -3% 1.4k 169.23
McDonald's Corporation (MCD) 0.0 $231k -8% 919.00 251.36
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $215k -14% 2.7k 78.24
EOG Resources (EOG) 0.0 $214k NEW 1.8k 118.43
Hdfc Bank Sponsored Ads (HDB) 0.0 $211k NEW 3.4k 62.95
Prudential Financial (PRU) 0.0 $204k 1.8k 116.50
Chevron Corporation (CVX) 0.0 $203k NEW 1.2k 164.51
Diageo Spon Adr New (DEO) 0.0 $203k NEW 958.00 211.90
Asml Holding N V N Y Registry Shs (ASML) 0.0 $201k NEW 320.00 628.12
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $200k -21% 3.1k 65.36
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $197k +116% 85k 2.32
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $177k 16k 11.09
Sibanye Stillwater Sponsored Adr (SBSW) 0.0 $166k NEW 11k 15.70
Atlantic American Corporation (AAME) 0.0 $104k 31k 3.35
Precision Biosciences Ord (DTIL) 0.0 $71k 24k 3.01

Past Filings by Foster Victor Wealth Advisors

SEC 13F filings are viewable for Foster Victor Wealth Advisors going back to 2018