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, AMZN, GOOGL, SCHX, LRCX, and represent 12.70% of Foster Victor Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AMD (+$15M), BKNG (+$14M), T (+$12M), AAPL (+$12M), NFLX (+$11M), GOOGL (+$11M), NVDA (+$9.7M), ETN (+$8.9M), SPY (+$8.0M), DELL (+$7.6M).
- Started 25 new stock positions in ACWX, ADI, VXUS, FNDE, AMD, AEP, SCHV, VT, FNDX, RDDT.
- Reduced shares in these 10 stocks: QQQ (-$21M), BSX (-$13M), NKE (-$11M), SCHD (-$9.9M), V (-$9.4M), SPGI (-$9.0M), CGNX (-$8.2M), SSNC (-$8.0M), NXPI (-$7.9M), LRCX (-$7.5M).
- Sold out of its positions in OKLO, AstraZeneca, CMCSA, DBEU, FSLR, HUN, TLT, IXUS, MU, NKE. Pinnacle Financial Partners, ROP, HCC, ICLR.
- Foster Victor Wealth Advisors was a net buyer of stock by $52M.
- Foster Victor Wealth Advisors has $1.8B in assets under management (AUM), dropping by 1.87%.
- Central Index Key (CIK): 0001769063
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Portfolio Holdings for Foster Victor Wealth Advisors
Foster Victor Wealth Advisors holds 242 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Value Etf (VTV) | 3.4 | $60M | 296k | 202.96 |
|
|
| Amazon (AMZN) | 2.7 | $47M | +3% | 188k | 249.02 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $47M | +30% | 141k | 332.91 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.0 | $35M | +2% | 1.3M | 27.37 |
|
| Lam Research Corp Com New (LRCX) | 1.9 | $34M | -18% | 123k | 272.41 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 1.9 | $33M | +2% | 670k | 49.34 |
|
| Microsoft Corporation (MSFT) | 1.7 | $30M | +4% | 76k | 393.11 |
|
| Apple (AAPL) | 1.6 | $29M | +68% | 110k | 258.83 |
|
| Nasdaq Omx (NDAQ) | 1.6 | $29M | +8% | 329k | 86.71 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.4 | $25M | +3% | 409k | 62.01 |
|
| Mastercard Incorporated Cl A (MA) | 1.4 | $25M | -8% | 49k | 513.16 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $25M | -45% | 40k | 628.60 |
|
| Valero Energy Corporation (VLO) | 1.4 | $25M | 106k | 235.58 |
|
|
| Lpl Financial Holdings (LPLA) | 1.4 | $24M | +14% | 75k | 322.45 |
|
| GSK Sponsored Adr (GSK) | 1.3 | $23M | 395k | 59.18 |
|
|
| Oneok (OKE) | 1.3 | $23M | +9% | 265k | 84.84 |
|
| Garmin SHS (GRMN) | 1.3 | $22M | -2% | 84k | 264.48 |
|
| Halliburton Company (HAL) | 1.3 | $22M | -7% | 584k | 37.51 |
|
| Cisco Systems (CSCO) | 1.2 | $22M | +9% | 261k | 82.61 |
|
| Amgen (AMGN) | 1.2 | $21M | 61k | 350.95 |
|
|
| Pfizer (PFE) | 1.2 | $21M | +12% | 786k | 27.11 |
|
| Canadian Pacific Kansas City (CP) | 1.2 | $21M | +13% | 258k | 82.19 |
|
| Steris Shs Usd (STE) | 1.2 | $20M | +5% | 90k | 224.83 |
|
| Emerson Electric (EMR) | 1.2 | $20M | +5% | 141k | 144.56 |
|
| Freeport Mcmoran CL B (FCX) | 1.1 | $20M | -24% | 295k | 68.27 |
|
| Meta Platforms Cl A (META) | 1.1 | $20M | +4% | 30k | 662.49 |
|
| Qualcomm (QCOM) | 1.1 | $20M | -8% | 149k | 132.84 |
|
| Johnson & Johnson (JNJ) | 1.1 | $20M | -8% | 82k | 240.10 |
|
| Philip Morris International (PM) | 1.1 | $20M | +6% | 122k | 159.47 |
|
| Citigroup Com New (C) | 1.1 | $19M | +3% | 148k | 129.58 |
|
| O'reilly Automotive (ORLY) | 1.1 | $19M | -3% | 200k | 93.52 |
|
| Home Depot (HD) | 1.1 | $19M | +16% | 54k | 342.71 |
|
| Wal-Mart Stores (WMT) | 1.0 | $18M | 146k | 125.05 |
|
|
| Broadcom (AVGO) | 1.0 | $18M | -7% | 48k | 380.78 |
|
| Abbvie (ABBV) | 1.0 | $18M | +5% | 86k | 210.26 |
|
| Lockheed Martin Corporation (LMT) | 1.0 | $17M | -4% | 28k | 611.57 |
|
| Pepsi (PEP) | 1.0 | $17M | +11% | 110k | 155.72 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $17M | +133% | 86k | 196.51 |
|
| Danaher Corporation (DHR) | 0.9 | $17M | +4% | 84k | 198.61 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.9 | $17M | +7% | 179k | 91.72 |
|
| Masco Corporation (MAS) | 0.9 | $16M | +8% | 253k | 64.91 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $16M | +6% | 34k | 477.54 |
|
| Chevron Corporation (CVX) | 0.9 | $16M | +10% | 87k | 187.02 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.9 | $16M | +100% | 23k | 694.45 |
|
| Enbridge (ENB) | 0.9 | $16M | +4% | 301k | 52.99 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $16M | +3% | 314k | 50.34 |
|
| Carrier Global Corporation (CARR) | 0.9 | $16M | +32% | 242k | 64.66 |
|
| International Business Machines (IBM) | 0.9 | $16M | +16% | 65k | 240.27 |
|
| Advanced Micro Devices (AMD) | 0.9 | $15M | NEW | 61k | 255.07 |
|
| Uber Technologies (UBER) | 0.8 | $15M | +29% | 203k | 72.91 |
|
| Cummins (CMI) | 0.8 | $15M | -22% | 24k | 615.57 |
|
| Booking Holdings (BKNG) | 0.8 | $15M | +2432% | 81k | 181.12 |
|
| salesforce (CRM) | 0.8 | $15M | +21% | 84k | 171.31 |
|
| Cigna Corp (CI) | 0.8 | $14M | +13% | 52k | 272.60 |
|
| Merck & Co (MRK) | 0.8 | $14M | -13% | 117k | 119.96 |
|
| Hershey Company (HSY) | 0.8 | $14M | +2% | 70k | 197.68 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.8 | $14M | -6% | 31k | 444.28 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.8 | $14M | +88% | 1.5M | 9.17 |
|
| CoStar (CSGP) | 0.7 | $13M | +72% | 341k | 37.60 |
|
| Ss&c Technologies Holding (SSNC) | 0.7 | $13M | -38% | 181k | 70.00 |
|
| Boeing Company (BA) | 0.7 | $12M | +44% | 55k | 223.77 |
|
| MetLife (MET) | 0.7 | $12M | +5% | 161k | 76.04 |
|
| At&t (T) | 0.7 | $12M | NEW | 474k | 25.62 |
|
| Magnolia Oil & Gas Corp Cl A (MGY) | 0.7 | $12M | 424k | 28.60 |
|
|
| Cameco Corporation (CCJ) | 0.7 | $12M | -15% | 105k | 116.06 |
|
| Verizon Communications (VZ) | 0.7 | $12M | +8% | 259k | 45.48 |
|
| Cognex Corporation (CGNX) | 0.7 | $12M | -41% | 210k | 55.58 |
|
| Netflix (NFLX) | 0.6 | $11M | NEW | 106k | 106.28 |
|
| Procter & Gamble Company (PG) | 0.6 | $11M | +14% | 74k | 144.38 |
|
| Nextera Energy (NEE) | 0.6 | $11M | +3% | 115k | 91.31 |
|
| Us Bancorp Com New (USB) | 0.6 | $10M | +3% | 183k | 56.09 |
|
| Royalty Pharma Shs Class A (RPRX) | 0.6 | $10M | +14% | 207k | 48.82 |
|
| EOG Resources (EOG) | 0.6 | $10M | +11% | 75k | 133.59 |
|
| Digital Realty Trust (DLR) | 0.6 | $9.9M | +7% | 51k | 195.79 |
|
| Regions Financial Corporation (RF) | 0.6 | $9.8M | +4% | 355k | 27.75 |
|
| S&p Global (SPGI) | 0.5 | $9.6M | -48% | 23k | 425.23 |
|
| Medtronic SHS (MDT) | 0.5 | $9.6M | +12% | 108k | 88.12 |
|
| Southern Company (SO) | 0.5 | $9.5M | +7% | 99k | 95.96 |
|
| PPL Corporation (PPL) | 0.5 | $9.4M | +6% | 238k | 39.61 |
|
| Realty Income (O) | 0.5 | $9.2M | +7% | 144k | 63.81 |
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.5 | $9.1M | 160k | 56.78 |
|
|
| Coca-Cola Company (KO) | 0.5 | $9.0M | -16% | 119k | 75.90 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $9.0M | +321% | 9.8k | 922.49 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.5 | $9.0M | +6% | 543k | 16.59 |
|
| Eaton Corp SHS (ETN) | 0.5 | $8.9M | NEW | 22k | 401.90 |
|
| Peak (DOC) | 0.5 | $8.9M | +31% | 529k | 16.87 |
|
| Becton, Dickinson and (BDX) | 0.5 | $8.8M | +12% | 56k | 155.73 |
|
| Mondelez Intl Cl A (MDLZ) | 0.5 | $8.4M | +24% | 146k | 57.84 |
|
| Chipotle Mexican Grill (CMG) | 0.5 | $8.1M | -2% | 231k | 34.92 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $7.9M | -37% | 34k | 235.72 |
|
| Dell Technologies CL C (DELL) | 0.4 | $7.6M | NEW | 41k | 184.51 |
|
| Genuine Parts Company (GPC) | 0.4 | $7.6M | +12% | 69k | 109.90 |
|
| Paypal Holdings (PYPL) | 0.4 | $7.0M | -8% | 145k | 47.97 |
|
| Analog Devices (ADI) | 0.4 | $6.9M | NEW | 20k | 348.60 |
|
| Texas Instruments Incorporated (TXN) | 0.4 | $6.8M | NEW | 31k | 218.87 |
|
| Spdr Series Trust State Street Spd (SPTL) | 0.4 | $6.3M | +21% | 238k | 26.46 |
|
| Spdr Series Trust State Street Spd (SPIB) | 0.4 | $6.1M | +18% | 182k | 33.69 |
|
| Reddit Cl A (RDDT) | 0.3 | $5.4M | NEW | 35k | 154.54 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $4.5M | +2% | 14k | 311.12 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $4.2M | 61k | 69.08 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $4.2M | 133k | 31.43 |
|
|
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.2 | $4.1M | -5% | 55k | 74.12 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $4.0M | +4% | 67k | 59.66 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $4.0M | 13k | 301.92 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $3.9M | NEW | 122k | 31.81 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $3.2M | -56% | 102k | 31.51 |
|
| Republic Services (RSG) | 0.2 | $3.1M | +11% | 15k | 211.73 |
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.2 | $3.1M | +16% | 58k | 53.98 |
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| Truist Financial Corp equities (TFC) | 0.2 | $3.0M | 60k | 49.53 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $3.0M | +18% | 9.0k | 330.60 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $2.8M | 8.1k | 342.63 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $2.0M | +4% | 13k | 149.24 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.0M | -76% | 3.1k | 638.45 |
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| Hubbell (HUBB) | 0.1 | $1.9M | 3.5k | 545.69 |
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| Tesla Motors (TSLA) | 0.1 | $1.7M | +30% | 4.7k | 364.20 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.7M | 13k | 132.44 |
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| Oracle Corporation (ORCL) | 0.1 | $1.6M | -71% | 10k | 163.00 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $1.5M | 16k | 93.45 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.1 | $1.3M | NEW | 32k | 40.44 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $1.2M | -4% | 50k | 24.25 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $1.2M | 3.0k | 379.95 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.1M | +47% | 1.6k | 697.58 |
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| Sonoco Products Company (SON) | 0.1 | $1.1M | 20k | 54.86 |
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| Electronic Arts (EA) | 0.1 | $1.1M | -19% | 5.5k | 202.83 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $1.1M | -5% | 720.00 | 1517.67 |
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| United Bankshares (UBSI) | 0.1 | $1.1M | 25k | 43.62 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $1.1M | -3% | 8.2k | 129.78 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.0M | -90% | 34k | 30.71 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.0M | 4.7k | 223.87 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $1.0M | +28% | 18k | 58.38 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $912k | +23% | 6.7k | 135.70 |
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| Ge Aerospace Com New (GE) | 0.0 | $866k | 2.7k | 318.04 |
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| Welltower Inc Com reit (WELL) | 0.0 | $863k | 4.1k | 210.99 |
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| Spdr Series Trust State Street Spd (MDYG) | 0.0 | $858k | -3% | 8.4k | 102.66 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $853k | +188% | 12k | 68.89 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $849k | +30% | 1.9k | 445.09 |
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| Linde SHS (LIN) | 0.0 | $848k | +22% | 1.7k | 499.58 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $818k | +3% | 14k | 57.84 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $817k | 31k | 26.82 |
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| Bloom Energy Corp Com Cl A (BE) | 0.0 | $779k | 3.6k | 219.03 |
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| Visa Com Cl A (V) | 0.0 | $778k | -92% | 2.5k | 311.39 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $717k | 1.00 | 716783.00 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $714k | 3.5k | 202.80 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $712k | 17k | 41.28 |
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| Spdr Series Trust State Street Spd (SLYG) | 0.0 | $695k | 6.7k | 104.31 |
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| Sherwin-Williams Company (SHW) | 0.0 | $670k | 2.0k | 333.60 |
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| PNC Financial Services (PNC) | 0.0 | $669k | -28% | 3.0k | 221.20 |
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| Targa Res Corp (TRGP) | 0.0 | $669k | 2.8k | 239.28 |
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| Rithm Capital Corp Com New (RITM) | 0.0 | $655k | +2% | 65k | 10.12 |
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| Astrazeneca Ord (AZN) | 0.0 | $651k | NEW | 3.2k | 203.85 |
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| Caterpillar (CAT) | 0.0 | $646k | 813.00 | 794.25 |
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| Bank of America Corporation (BAC) | 0.0 | $645k | +4% | 12k | 53.35 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $641k | 2.9k | 223.93 |
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| Shell Spon Ads (SHEL) | 0.0 | $633k | +27% | 6.9k | 91.36 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $615k | +22% | 2.0k | 310.48 |
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| Lowe's Companies (LOW) | 0.0 | $601k | 2.4k | 248.48 |
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| Intel Corporation (INTC) | 0.0 | $594k | +4% | 9.3k | 63.81 |
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| Williams Companies (WMB) | 0.0 | $567k | 7.9k | 71.44 |
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| Paycom Software (PAYC) | 0.0 | $563k | 4.7k | 119.84 |
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| Southern First Bancshares (SFST) | 0.0 | $556k | 9.5k | 58.85 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $553k | +7% | 9.6k | 57.51 |
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| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 0.0 | $549k | 27k | 20.02 |
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| Ishares Tr Intl Eqty Factor (INTF) | 0.0 | $544k | 13k | 41.51 |
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| Honeywell International (HON) | 0.0 | $539k | +89% | 2.3k | 233.20 |
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| Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) | 0.0 | $534k | 12k | 42.96 |
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| McDonald's Corporation (MCD) | 0.0 | $527k | +8% | 1.7k | 303.20 |
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| Icici Bank Adr (IBN) | 0.0 | $520k | +32% | 18k | 28.29 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $501k | NEW | 4.9k | 102.47 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $483k | 1.0k | 476.63 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $477k | -94% | 2.3k | 209.89 |
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| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 0.0 | $460k | 9.6k | 47.96 |
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| SYNNEX Corporation (SNX) | 0.0 | $455k | -12% | 2.2k | 204.71 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $454k | +37% | 17k | 26.79 |
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| Costco Wholesale Corporation (COST) | 0.0 | $450k | 462.00 | 974.12 |
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| Norfolk Southern (NSC) | 0.0 | $450k | 1.5k | 299.70 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $439k | +12% | 9.6k | 45.55 |
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| SLB Com Stk (SLB) | 0.0 | $435k | +2% | 8.4k | 51.49 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $425k | 23k | 18.73 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $424k | -21% | 2.8k | 153.11 |
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| Bain Cap Specialty Fin Com Stk (BCSF) | 0.0 | $420k | +10% | 32k | 13.01 |
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| Abbott Laboratories (ABT) | 0.0 | $420k | +12% | 4.2k | 101.05 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $409k | 3.9k | 103.63 |
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| Fluor Corporation (FLR) | 0.0 | $408k | +3% | 8.3k | 49.27 |
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| Rio Tinto Sponsored Adr (RIO) | 0.0 | $400k | -7% | 4.1k | 98.87 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $398k | 71k | 5.60 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $398k | NEW | 2.7k | 148.09 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $397k | 13k | 31.77 |
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| Toyota Motor Corp Ads (TM) | 0.0 | $396k | +11% | 1.9k | 211.55 |
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| Blackrock (BLK) | 0.0 | $387k | +6% | 367.00 | 1053.83 |
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| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $383k | +3% | 40k | 9.59 |
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| Ge Vernova (GEV) | 0.0 | $378k | +11% | 383.00 | 987.58 |
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| CRH Ord (CRH) | 0.0 | $376k | +16% | 3.2k | 117.40 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $371k | +21% | 2.8k | 131.36 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $361k | -28% | 2.9k | 126.32 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $358k | +2% | 2.3k | 153.63 |
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| Diageo Spon Adr New (DEO) | 0.0 | $344k | +50% | 4.3k | 80.50 |
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| Boston Scientific Corporation (BSX) | 0.0 | $341k | -97% | 5.3k | 63.82 |
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| TJX Companies (TJX) | 0.0 | $341k | +2% | 2.1k | 160.28 |
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| MercadoLibre (MELI) | 0.0 | $339k | +53% | 184.00 | 1842.18 |
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| Corning Incorporated (GLW) | 0.0 | $335k | NEW | 1.9k | 172.78 |
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| First Horizon National Corporation (FHN) | 0.0 | $335k | 14k | 24.25 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $332k | +48% | 8.4k | 39.32 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $324k | +6% | 1.2k | 278.14 |
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| Sap Se Spon Adr (SAP) | 0.0 | $323k | -11% | 1.9k | 167.77 |
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| Enterprise Products Partners (EPD) | 0.0 | $316k | -2% | 8.5k | 37.25 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $314k | +17% | 595.00 | 527.24 |
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| Pinnacle Finl Partners (PNFP) | 0.0 | $309k | NEW | 3.3k | 93.71 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $302k | 2.6k | 116.44 |
|
|
| UnitedHealth (UNH) | 0.0 | $294k | +20% | 935.00 | 314.30 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $292k | -3% | 379.00 | 769.14 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $288k | 3.0k | 96.73 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $283k | +4% | 4.0k | 71.58 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $281k | NEW | 2.8k | 100.51 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $279k | 1.3k | 217.55 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $273k | 402.00 | 680.13 |
|
|
| Equifax (EFX) | 0.0 | $272k | 1.5k | 186.43 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $271k | +20% | 1.5k | 183.35 |
|
| General Dynamics Corporation (GD) | 0.0 | $260k | +18% | 764.00 | 339.88 |
|
| American Express Company (AXP) | 0.0 | $258k | +7% | 789.00 | 326.83 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $256k | -13% | 3.0k | 83.96 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $250k | NEW | 2.7k | 92.14 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $247k | 2.6k | 93.67 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $242k | 3.3k | 73.98 |
|
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $236k | -57% | 4.6k | 50.88 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $233k | NEW | 2.8k | 82.81 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $231k | -19% | 1.9k | 124.69 |
|
| Prudential Financial (PRU) | 0.0 | $227k | 2.3k | 98.76 |
|
|
| American Electric Power Company (AEP) | 0.0 | $225k | NEW | 1.7k | 135.45 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $224k | NEW | 833.00 | 268.72 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $223k | NEW | 860.00 | 259.68 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $222k | NEW | 3.0k | 73.62 |
|
| Torm Shs Cl A (TRMD) | 0.0 | $220k | NEW | 7.5k | 29.50 |
|
| Hldgs (UAL) | 0.0 | $219k | 2.3k | 97.20 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $214k | +7% | 971.00 | 219.86 |
|
| Purecycle Technologies (PCT) | 0.0 | $209k | 31k | 6.73 |
|
|
| United Parcel Svcs CL B (UPS) | 0.0 | $203k | +5% | 2.0k | 103.20 |
|
| Fifth Third Ban (FITB) | 0.0 | $203k | NEW | 4.1k | 49.77 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $201k | NEW | 6.9k | 28.98 |
|
| Sight Sciences (SGHT) | 0.0 | $137k | 36k | 3.82 |
|
|
| Anavex Life Sciences Corp Com New (AVXL) | 0.0 | $125k | 40k | 3.12 |
|
|
| Atlantic American Corporation (AAME) | 0.0 | $111k | 44k | 2.53 |
|
|
| Aeye Cl A New (LIDR) | 0.0 | $22k | +28% | 14k | 1.65 |
|
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 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
- Foster Victor Wealth Advisors 2022 Q2 filed July 19, 2022