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, GOOGL, AMZN, SCHX, LRCX, and represent 12.58% of Foster Victor Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: BAC (+$15M), AEP (+$15M), IVE (+$14M), LHX (+$11M), NOW (+$9.9M), COP (+$9.6M), SFM (+$9.1M), RDDT (+$8.7M), ISRG (+$7.5M), LLY (+$6.9M).
- Started 25 new stock positions in PVAL, SDRL, RWO, NBR, SNOW, SUN, FTNT, NOW, WINN, SFM.
- Reduced shares in these 10 stocks: DHR (-$17M), NDAQ (-$14M), , COWZ (-$9.6M), AMD (-$9.0M), CMG (-$8.1M), QCOM (-$7.5M), LRCX (-$7.2M), LPLA (-$7.2M), PYPL (-$7.0M).
- Sold out of its positions in LNG, CMG, CSGP, DHR, Honeywell International, PXF, IWM, ACWX, NEAR, SGOV. NOC, PYPL, VXUS, VT, DGRW.
- Foster Victor Wealth Advisors was a net buyer of stock by $64M.
- Foster Victor Wealth Advisors has $1.9B in assets under management (AUM), dropping by 8.74%.
- Central Index Key (CIK): 0001769063
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Portfolio Holdings for Foster Victor Wealth Advisors
Foster Victor Wealth Advisors holds 252 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Value Etf (VTV) | 3.5 | $67M | +3% | 307k | 218.60 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $52M | +2% | 145k | 359.51 |
|
| Amazon (AMZN) | 2.2 | $43M | -8% | 172k | 247.49 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.2 | $43M | +11% | 1.4M | 29.63 |
|
| Lam Research Corp Com New (LRCX) | 1.9 | $35M | -16% | 102k | 346.10 |
|
| Apple (AAPL) | 1.9 | $35M | 112k | 314.86 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 1.8 | $34M | +4% | 698k | 49.36 |
|
| Microsoft Corporation (MSFT) | 1.5 | $29M | 75k | 384.93 |
|
|
| Valero Energy Corporation (VLO) | 1.4 | $28M | -13% | 91k | 301.43 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $28M | -4% | 38k | 719.69 |
|
| Mastercard Incorporated Cl A (MA) | 1.4 | $27M | 50k | 538.02 |
|
|
| Cisco Systems (CSCO) | 1.3 | $26M | -16% | 220k | 117.09 |
|
| Oneok (OKE) | 1.3 | $25M | +3% | 274k | 91.90 |
|
| Advanced Micro Devices (AMD) | 1.3 | $24M | -27% | 44k | 548.13 |
|
| Canadian Pacific Kansas City (CP) | 1.3 | $24M | 263k | 91.35 |
|
|
| Amgen (AMGN) | 1.2 | $23M | +6% | 65k | 355.25 |
|
| Abbvie (ABBV) | 1.2 | $23M | +8% | 94k | 244.78 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $23M | +24% | 108k | 211.80 |
|
| Philip Morris International (PM) | 1.2 | $23M | +5% | 129k | 175.95 |
|
| Johnson & Johnson (JNJ) | 1.1 | $22M | +4% | 85k | 253.85 |
|
| Emerson Electric (EMR) | 1.1 | $21M | +12% | 158k | 136.09 |
|
| GSK Sponsored Adr (GSK) | 1.1 | $21M | +4% | 414k | 51.25 |
|
| Masco Corporation (MAS) | 1.1 | $21M | +4% | 264k | 77.85 |
|
| Garmin SHS (GRMN) | 1.1 | $20M | 84k | 241.39 |
|
|
| Meta Platforms Cl A (META) | 1.1 | $20M | 30k | 661.05 |
|
|
| Citigroup Com New (C) | 1.1 | $20M | 150k | 133.27 |
|
|
| Pfizer (PFE) | 1.0 | $20M | +4% | 819k | 24.25 |
|
| Qualcomm (QCOM) | 1.0 | $19M | -28% | 107k | 178.10 |
|
| Freeport Mcmoran CL B (FCX) | 1.0 | $19M | +2% | 303k | 61.95 |
|
| Steris Shs Usd (STE) | 1.0 | $19M | 90k | 208.73 |
|
|
| Home Depot (HD) | 1.0 | $19M | +2% | 55k | 337.74 |
|
| Broadcom (AVGO) | 1.0 | $18M | 47k | 389.11 |
|
|
| Eli Lilly & Co. (LLY) | 1.0 | $18M | +61% | 16k | 1152.56 |
|
| Dell Technologies CL C (DELL) | 0.9 | $18M | -5% | 39k | 457.54 |
|
| O'reilly Automotive (ORLY) | 0.9 | $18M | +3% | 208k | 85.75 |
|
| Enbridge (ENB) | 0.9 | $18M | +4% | 315k | 55.89 |
|
| Carrier Global Corporation (CARR) | 0.9 | $18M | +3% | 251k | 69.76 |
|
| Lockheed Martin Corporation (LMT) | 0.9 | $17M | +17% | 33k | 515.00 |
|
| salesforce (CRM) | 0.9 | $17M | +21% | 102k | 167.56 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.9 | $17M | +19% | 1.8M | 9.62 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $17M | 35k | 491.09 |
|
|
| Wal-Mart Stores (WMT) | 0.9 | $17M | 149k | 113.70 |
|
|
| Lpl Financial Holdings (LPLA) | 0.9 | $17M | -29% | 52k | 321.35 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.9 | $17M | +4% | 188k | 89.71 |
|
| Booking Holdings (BKNG) | 0.9 | $17M | +17% | 95k | 174.85 |
|
| Cigna Corp (CI) | 0.9 | $17M | +4% | 55k | 303.35 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.9 | $17M | -36% | 259k | 63.83 |
|
| Cummins (CMI) | 0.9 | $16M | 24k | 675.55 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $16M | +3% | 326k | 50.29 |
|
| Pepsi (PEP) | 0.9 | $16M | +9% | 120k | 135.45 |
|
| Chevron Corporation (CVX) | 0.9 | $16M | +3% | 89k | 181.76 |
|
| Reddit Cl A (RDDT) | 0.8 | $16M | +122% | 78k | 203.27 |
|
| Uber Technologies (UBER) | 0.8 | $16M | +5% | 215k | 72.08 |
|
| Nasdaq Omx (NDAQ) | 0.8 | $15M | -46% | 175k | 88.01 |
|
| Bank of America Corporation (BAC) | 0.8 | $15M | +1999% | 254k | 60.62 |
|
| MetLife (MET) | 0.8 | $15M | +2% | 166k | 92.54 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.8 | $15M | +2% | 32k | 476.31 |
|
| International Business Machines (IBM) | 0.8 | $15M | +5% | 69k | 217.07 |
|
| Verizon Communications (VZ) | 0.8 | $15M | +34% | 349k | 42.47 |
|
| Merck & Co (MRK) | 0.8 | $15M | +4% | 122k | 120.78 |
|
| American Electric Power Company (AEP) | 0.8 | $15M | +6446% | 109k | 134.94 |
|
| Halliburton Company (HAL) | 0.8 | $14M | -30% | 403k | 35.42 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.7 | $14M | +4730% | 62k | 229.94 |
|
| Hershey Company (HSY) | 0.7 | $13M | +9% | 77k | 171.46 |
|
| Cognex Corporation (CGNX) | 0.7 | $13M | -3% | 203k | 65.03 |
|
| Boeing Company (BA) | 0.7 | $13M | +4% | 57k | 217.11 |
|
| Procter & Gamble Company (PG) | 0.6 | $12M | +14% | 85k | 146.08 |
|
| Ss&c Technologies Holding (SSNC) | 0.6 | $12M | 181k | 66.79 |
|
|
| Us Bancorp Com New (USB) | 0.6 | $12M | +4% | 192k | 62.14 |
|
| Royalty Pharma Shs Class A (RPRX) | 0.6 | $12M | +3% | 214k | 55.67 |
|
| Peak (DOC) | 0.6 | $12M | +3% | 548k | 21.66 |
|
| Netflix (NFLX) | 0.6 | $12M | +50% | 160k | 73.53 |
|
| Regions Financial Corporation (RF) | 0.6 | $12M | +4% | 372k | 30.92 |
|
| At&t (T) | 0.6 | $11M | +12% | 532k | 21.28 |
|
| L3harris Technologies (LHX) | 0.6 | $11M | NEW | 38k | 290.01 |
|
| Eaton Corp SHS (ETN) | 0.6 | $11M | +18% | 26k | 415.52 |
|
| Nextera Energy (NEE) | 0.6 | $11M | +4% | 121k | 89.54 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $11M | -38% | 14k | 751.82 |
|
| EOG Resources (EOG) | 0.6 | $11M | +3% | 77k | 138.01 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.6 | $11M | +9% | 596k | 17.85 |
|
| Texas Instruments Incorporated (TXN) | 0.5 | $10M | +7% | 34k | 305.55 |
|
| Southern Company (SO) | 0.5 | $10M | +7% | 106k | 95.96 |
|
| Cameco Corporation (CCJ) | 0.5 | $10M | +4% | 110k | 91.57 |
|
| S&p Global (SPGI) | 0.5 | $10M | 23k | 438.87 |
|
|
| Servicenow (NOW) | 0.5 | $9.9M | NEW | 95k | 104.85 |
|
| Realty Income (O) | 0.5 | $9.9M | +7% | 155k | 63.77 |
|
| ConocoPhillips (COP) | 0.5 | $9.6M | NEW | 86k | 111.87 |
|
| PPL Corporation (PPL) | 0.5 | $9.5M | +10% | 264k | 36.10 |
|
| Mondelez Intl Cl A (MDLZ) | 0.5 | $9.4M | +10% | 161k | 58.80 |
|
| Digital Realty Trust (DLR) | 0.5 | $9.3M | +5% | 54k | 173.11 |
|
| Becton, Dickinson and (BDX) | 0.5 | $9.1M | +7% | 61k | 150.65 |
|
| Sprouts Fmrs Mkt (SFM) | 0.5 | $9.1M | NEW | 121k | 75.35 |
|
| Medtronic SHS (MDT) | 0.5 | $8.9M | +3% | 112k | 79.30 |
|
| Genuine Parts Company (GPC) | 0.5 | $8.9M | +4% | 73k | 122.16 |
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.5 | $8.6M | +8% | 174k | 49.67 |
|
| Coca-Cola Company (KO) | 0.5 | $8.6M | -13% | 104k | 83.08 |
|
| Analog Devices (ADI) | 0.4 | $8.4M | +8% | 22k | 392.75 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $7.7M | +4% | 35k | 220.78 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $7.5M | NEW | 20k | 379.50 |
|
| Magnolia Oil & Gas Corp Cl A (MGY) | 0.4 | $7.1M | -37% | 265k | 26.68 |
|
| Spdr Series Trust St Lon Treas Etf (SPTL) | 0.3 | $6.6M | +7% | 258k | 25.61 |
|
| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.3 | $6.4M | +6% | 194k | 33.21 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $4.7M | -4% | 14k | 342.88 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $4.5M | +15% | 78k | 58.55 |
|
| Spdr Index Shs Fds St Dow Globa Etf (RWO) | 0.2 | $4.2M | NEW | 83k | 50.28 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $4.2M | +288% | 52k | 80.84 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $4.1M | -7% | 56k | 72.78 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $4.0M | -12% | 116k | 34.57 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $3.9M | -5% | 115k | 34.20 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $3.8M | NEW | 107k | 35.57 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $3.6M | NEW | 12k | 296.31 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $3.6M | +13% | 10k | 357.32 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $3.6M | +66% | 5.2k | 691.06 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $3.4M | -4% | 97k | 34.58 |
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.2 | $3.1M | +3% | 59k | 52.98 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $3.1M | +3% | 8.4k | 371.16 |
|
| Truist Financial Corp equities (TFC) | 0.2 | $3.1M | 59k | 51.95 |
|
|
| Republic Services (RSG) | 0.1 | $2.5M | -22% | 12k | 220.03 |
|
| Tesla Motors (TSLA) | 0.1 | $1.9M | +2% | 4.8k | 396.17 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.9M | +72% | 59k | 32.20 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.9M | -3% | 13k | 145.10 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.9M | 13k | 145.38 |
|
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| Hubbell (HUBB) | 0.1 | $1.7M | 3.5k | 483.95 |
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| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 0.1 | $1.7M | +29% | 42k | 40.44 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $1.5M | +18% | 3.6k | 420.44 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $1.5M | NEW | 11k | 136.08 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $1.4M | 16k | 90.03 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $1.4M | +11% | 800.00 | 1774.85 |
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| Oracle Corporation (ORCL) | 0.1 | $1.3M | 10k | 127.94 |
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| United Bankshares (UBSI) | 0.1 | $1.2M | 25k | 46.19 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $1.1M | -6% | 47k | 24.08 |
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| Electronic Arts (EA) | 0.1 | $1.1M | 5.4k | 206.65 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $1.1M | +3% | 18k | 60.19 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.1M | 4.7k | 237.30 |
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| Sonoco Products Company (SON) | 0.1 | $1.1M | 20k | 53.20 |
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| United Microelectronics Corp Spon Adr New (UMC) | 0.1 | $1.0M | +10% | 44k | 23.84 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $995k | -3% | 7.9k | 126.37 |
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| Linde SHS (LIN) | 0.1 | $994k | +12% | 1.9k | 522.48 |
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| Welltower Inc Com reit (WELL) | 0.1 | $960k | 4.1k | 236.00 |
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| Ge Aerospace Com New (GE) | 0.1 | $955k | 2.7k | 353.68 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $940k | +6% | 32k | 29.07 |
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| Caterpillar (CAT) | 0.0 | $920k | +21% | 986.00 | 933.40 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $893k | +2% | 2.9k | 303.40 |
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| Bloom Energy Corp Com Cl A (BE) | 0.0 | $867k | 3.6k | 243.40 |
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| Spdr Series Trust ST STR SP400GRW (MDYG) | 0.0 | $863k | -4% | 8.0k | 108.42 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $853k | -2% | 12k | 70.60 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $848k | -5% | 6.3k | 133.73 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $828k | +3% | 15k | 56.58 |
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| Visa Com Cl A (V) | 0.0 | $805k | -9% | 2.3k | 355.98 |
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| Targa Res Corp (TRGP) | 0.0 | $788k | 2.8k | 281.60 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $787k | -36% | 1.0k | 755.05 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.0 | $769k | 17k | 44.47 |
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| Paycom Software (PAYC) | 0.0 | $768k | +13% | 5.3k | 143.67 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $737k | 1.00 | 737000.00 |
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| PNC Financial Services (PNC) | 0.0 | $727k | -4% | 2.9k | 251.88 |
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| Spdr Series Trust St Str Sp600grwo (SLYG) | 0.0 | $709k | -7% | 6.1k | 115.60 |
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| Icici Bank Adr (IBN) | 0.0 | $689k | +29% | 24k | 29.00 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $686k | +22% | 12k | 58.20 |
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| Sherwin-Williams Company (SHW) | 0.0 | $672k | 2.0k | 328.50 |
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| Astrazeneca Ord (AZN) | 0.0 | $642k | +22% | 3.9k | 164.52 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $640k | -5% | 3.3k | 193.38 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $624k | +41% | 24k | 25.97 |
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| Williams Companies (WMB) | 0.0 | $623k | +3% | 8.2k | 75.98 |
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| Southern First Bancshares (SFST) | 0.0 | $614k | +5% | 10k | 61.41 |
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| Rithm Capital Corp Com New (RITM) | 0.0 | $613k | +2% | 66k | 9.22 |
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.0 | $610k | NEW | 12k | 51.73 |
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| Shell Spon Ads (SHEL) | 0.0 | $608k | +4% | 7.2k | 84.42 |
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| Harbor Etf Trust Long Term Grower (WINN) | 0.0 | $601k | NEW | 18k | 33.10 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $593k | -8% | 2.1k | 283.87 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $581k | +40% | 12k | 49.07 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $566k | +541% | 6.5k | 86.96 |
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| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 0.0 | $555k | 28k | 20.00 |
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| Ishares Tr Intl Eqty Factor (INTF) | 0.0 | $541k | 13k | 41.30 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $534k | +26% | 12k | 43.66 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $524k | -2% | 4.8k | 109.81 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $513k | +21% | 87k | 5.93 |
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| Norfolk Southern (NSC) | 0.0 | $495k | 1.5k | 326.83 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $495k | -17% | 1.6k | 303.57 |
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| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 0.0 | $492k | 9.6k | 51.20 |
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| Lowe's Companies (LOW) | 0.0 | $488k | -2% | 2.4k | 207.70 |
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| SLB Com Stk (SLB) | 0.0 | $480k | +19% | 10k | 47.54 |
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| SYNNEX Corporation (SNX) | 0.0 | $480k | -14% | 1.9k | 252.96 |
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| Rio Tinto Sponsored Adr (RIO) | 0.0 | $468k | +23% | 5.0k | 93.30 |
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| Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) | 0.0 | $464k | 12k | 37.29 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $458k | 23k | 20.07 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $455k | -35% | 1.2k | 372.15 |
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| MercadoLibre (MELI) | 0.0 | $451k | +30% | 240.00 | 1877.60 |
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| Diageo Spon Adr New (DEO) | 0.0 | $450k | +30% | 5.6k | 80.94 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $448k | 2.8k | 160.19 |
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| Costco Wholesale Corporation (COST) | 0.0 | $427k | 463.00 | 921.23 |
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| Toyota Motor Corp Ads (TM) | 0.0 | $421k | +27% | 2.4k | 176.23 |
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| CRH Ord (CRH) | 0.0 | $420k | +26% | 4.0k | 103.92 |
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| Ge Vernova (GEV) | 0.0 | $416k | 390.00 | 1066.13 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $411k | 4.0k | 103.97 |
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| McDonald's Corporation (MCD) | 0.0 | $410k | -12% | 1.5k | 268.96 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $407k | +28% | 3.6k | 112.32 |
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| Fluor Corporation (FLR) | 0.0 | $403k | -4% | 7.9k | 51.12 |
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| Bain Cap Specialty Fin Com Stk (BCSF) | 0.0 | $400k | -3% | 31k | 12.79 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $398k | 13k | 31.82 |
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| Sap Se Spon Adr (SAP) | 0.0 | $397k | +33% | 2.6k | 154.83 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $379k | 2.3k | 165.48 |
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| Intel Corporation (INTC) | 0.0 | $376k | -62% | 3.5k | 107.75 |
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| Corning Incorporated (GLW) | 0.0 | $372k | +2% | 2.0k | 187.60 |
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| Pbf Energy Cl A (PBF) | 0.0 | $365k | NEW | 6.0k | 60.89 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $360k | 2.9k | 124.57 |
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| First Horizon National Corporation (FHN) | 0.0 | $356k | 14k | 25.72 |
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| Blackrock (BLK) | 0.0 | $346k | -7% | 338.00 | 1024.68 |
|
| UnitedHealth (UNH) | 0.0 | $340k | -14% | 801.00 | 424.96 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $336k | +5% | 629.00 | 534.10 |
|
| Pinnacle Finl Partners (PNFP) | 0.0 | $333k | 3.3k | 100.62 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $329k | -10% | 3.7k | 88.95 |
|
| TJX Companies (TJX) | 0.0 | $314k | 2.1k | 150.36 |
|
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $300k | 2.6k | 115.90 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $299k | 4.0k | 75.57 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $295k | +563% | 2.5k | 117.13 |
|
| Markel Corporation (MKL) | 0.0 | $292k | NEW | 150.00 | 1943.22 |
|
| Seadrill 2021 (SDRL) | 0.0 | $280k | NEW | 6.5k | 43.06 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $278k | -3% | 2.9k | 96.89 |
|
| Morgan Stanley Com New (MS) | 0.0 | $274k | -18% | 1.2k | 227.63 |
|
| American Express Company (AXP) | 0.0 | $274k | -2% | 771.00 | 355.03 |
|
| Hldgs (UAL) | 0.0 | $271k | 2.3k | 120.35 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $266k | +12% | 3.7k | 72.69 |
|
| Enterprise Products Partners (EPD) | 0.0 | $261k | -18% | 6.9k | 37.73 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $255k | 2.6k | 96.88 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $254k | 3.1k | 83.10 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $252k | -10% | 682.00 | 369.50 |
|
| Honeywell International (HON) | 0.0 | $248k | NEW | 1.1k | 222.68 |
|
| Equifax (EFX) | 0.0 | $247k | 1.5k | 166.93 |
|
|
| Nabors Industries SHS (NBR) | 0.0 | $243k | NEW | 2.9k | 83.55 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $242k | -5% | 1.8k | 137.89 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $238k | NEW | 271.00 | 878.93 |
|
| Fortinet (FTNT) | 0.0 | $238k | NEW | 1.4k | 166.83 |
|
| Rbc Cad (RY) | 0.0 | $237k | NEW | 1.1k | 214.04 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $237k | NEW | 4.8k | 49.56 |
|
| Prudential Financial (PRU) | 0.0 | $234k | -11% | 2.0k | 114.79 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $232k | +3% | 2.0k | 113.65 |
|
| Honeywell Aerospace (HONA) | 0.0 | $231k | NEW | 1.1k | 207.51 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $228k | -7% | 897.00 | 253.84 |
|
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $223k | NEW | 3.1k | 72.34 |
|
| Fifth Third Ban (FITB) | 0.0 | $222k | -4% | 3.9k | 57.05 |
|
| Torm Shs Cl A (TRMD) | 0.0 | $219k | 7.5k | 29.43 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $217k | -37% | 730.00 | 296.80 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $216k | NEW | 781.00 | 275.94 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $214k | -6% | 5.0k | 42.63 |
|
| AFLAC Incorporated (AFL) | 0.0 | $210k | NEW | 1.7k | 122.05 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $205k | -5% | 6.5k | 31.44 |
|
| Comfort Systems USA (FIX) | 0.0 | $204k | NEW | 115.00 | 1775.10 |
|
| Purecycle Technologies (PCT) | 0.0 | $203k | -3% | 30k | 6.76 |
|
| Sight Sciences (SGHT) | 0.0 | $181k | 36k | 5.05 |
|
|
| Anavex Life Sciences Corp Com New (AVXL) | 0.0 | $97k | 40k | 2.43 |
|
|
| Atlantic American Corporation (AAME) | 0.0 | $72k | 44k | 1.63 |
|
|
| Aeye Cl A New (LIDR) | 0.0 | $20k | +14% | 16k | 1.31 |
|
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 2026 Q2 filed July 22, 2026
- Foster Victor Wealth Advisors 2026 Q1 filed April 20, 2026
- 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