Foster Victor Wealth Advisors
Latest statistics and disclosures from Foster Victor Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, QQQ, VO, VTV, AVGO, and represent 17.01% of Foster Victor Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: QQQ (+$23M), VTEB (+$13M), DAR (+$6.8M), SPTL (+$5.8M), CMG (+$5.2M), IXUS, PXF, SPIB, DBEU, AMZN.
- Started 30 new stock positions in PRU, SPTL, PXF, SCHD, CMG, MRK, SBUX, SCZ, VZ, ASML.
- Reduced shares in these 10 stocks: , MUB (-$11M), SCHP (-$8.1M), BSV (-$7.2M), VGIT, NEAR, ORLY, SCHO, FCX, HAL.
- Sold out of its positions in CVS, META, FLR, HLN, IVV, SHY, SUB, NEAR, IEFA, IEMG. BSV.
- Foster Victor Wealth Advisors was a net buyer of stock by $51M.
- Foster Victor Wealth Advisors has $786M in assets under management (AUM), dropping by 14.55%.
- Central Index Key (CIK): 0001769063
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Portfolio Holdings for Foster Victor Wealth Advisors
Foster Victor Wealth Advisors holds 161 positions in its portfolio as reported in the December 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) | 6.4 | $50M | 1.1M | 45.77 | ||
Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.1 | $24M | +3421% | 90k | 268.80 | |
Vanguard Index Fds Mid Cap Etf (VO) | 2.8 | $22M | 106k | 207.79 | ||
Vanguard Index Fds Value Etf (VTV) | 2.7 | $22M | -3% | 150k | 143.40 | |
Broadcom (AVGO) | 2.0 | $16M | +13% | 27k | 588.44 | |
Johnson & Johnson (JNJ) | 1.9 | $15M | +5% | 83k | 180.25 | |
Valero Energy Corporation (VLO) | 1.8 | $14M | 113k | 127.56 | ||
Mastercard Incorporated Cl A (MA) | 1.8 | $14M | -3% | 39k | 367.67 | |
Booking Holdings (BKNG) | 1.8 | $14M | 6.5k | 2179.25 | ||
Genuine Parts Company (GPC) | 1.7 | $14M | -4% | 80k | 170.84 | |
Cognex Corporation (CGNX) | 1.7 | $14M | -4% | 270k | 49.87 | |
Amgen (AMGN) | 1.7 | $13M | -6% | 48k | 275.20 | |
Realty Income (O) | 1.7 | $13M | +9% | 206k | 64.08 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.7 | $13M | +2521% | 263k | 50.05 | |
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Amazon (AMZN) | 1.7 | $13M | +24% | 153k | 86.08 | |
Adobe Systems Incorporated (ADBE) | 1.7 | $13M | 40k | 332.75 | ||
Keurig Dr Pepper (KDP) | 1.7 | $13M | +6% | 358k | 36.26 | |
American Tower Reit (AMT) | 1.6 | $13M | +13% | 59k | 218.50 | |
Lam Research Corporation (LRCX) | 1.6 | $13M | 29k | 445.26 | ||
O'reilly Automotive (ORLY) | 1.6 | $12M | -11% | 15k | 842.52 | |
Illumina (ILMN) | 1.5 | $12M | -4% | 59k | 201.87 | |
Ishares Tr Core S&p Scp Etf (IJR) | 1.5 | $12M | 121k | 97.04 | ||
Ishares Tr Msci Eafe Min Vl (EFAV) | 1.4 | $11M | 170k | 64.98 | ||
Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $11M | +8% | 126k | 87.34 | |
Te Connectivity SHS (TEL) | 1.4 | $11M | +10% | 91k | 120.40 | |
Cisco Systems (CSCO) | 1.3 | $11M | +5% | 217k | 48.32 | |
Novartis Sponsored Adr (NVS) | 1.3 | $10M | +6% | 113k | 92.29 | |
Lowe's Companies (LOW) | 1.3 | $10M | -4% | 52k | 200.97 | |
Microsoft Corporation (MSFT) | 1.3 | $10M | +4% | 46k | 224.93 | |
Wal-Mart Stores (WMT) | 1.3 | $10M | 69k | 146.78 | ||
Qualcomm (QCOM) | 1.3 | $10M | +27% | 86k | 115.34 | |
Emerson Electric (EMR) | 1.3 | $10M | +5% | 102k | 97.95 | |
Garmin SHS (GRMN) | 1.2 | $9.7M | +12% | 99k | 98.13 | |
Nasdaq Omx (NDAQ) | 1.2 | $9.3M | +2% | 151k | 61.65 | |
Ss&c Technologies Holding (SSNC) | 1.2 | $9.3M | +16% | 174k | 53.40 | |
Boston Scientific Corporation (BSX) | 1.2 | $9.2M | -2% | 199k | 46.33 | |
BlackRock (BLK) | 1.1 | $8.9M | -4% | 12k | 737.99 | |
Nxp Semiconductors N V (NXPI) | 1.1 | $8.9M | +3% | 56k | 159.63 | |
Freeport-mcmoran CL B (FCX) | 1.1 | $8.6M | -14% | 203k | 42.28 | |
Truist Financial Corp equities (TFC) | 1.1 | $8.5M | +10% | 185k | 45.86 | |
Electronic Arts (EA) | 1.0 | $8.2M | +5% | 66k | 123.89 | |
American Electric Power Company (AEP) | 1.0 | $8.0M | +7% | 83k | 96.53 | |
Comcast Corp Cl A (CMCSA) | 1.0 | $7.9M | +13% | 209k | 37.89 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 1.0 | $7.9M | +3% | 94k | 84.37 | |
Halliburton Company (HAL) | 1.0 | $7.8M | -15% | 194k | 40.21 | |
Masco Corporation (MAS) | 1.0 | $7.7M | +13% | 155k | 49.66 | |
salesforce (CRM) | 1.0 | $7.6M | +18% | 54k | 140.51 | |
Cigna Corp (CI) | 1.0 | $7.6M | -5% | 25k | 302.68 | |
Steris Shs Usd (STE) | 1.0 | $7.6M | +19% | 40k | 191.75 | |
Lpl Financial Holdings (LPLA) | 0.9 | $7.5M | +2% | 34k | 222.34 | |
Pfizer (PFE) | 0.9 | $6.8M | +7% | 134k | 50.92 | |
Darling International (DAR) | 0.9 | $6.8M | NEW | 106k | 63.60 | |
CoStar (CSGP) | 0.7 | $5.9M | -8% | 76k | 77.12 | |
Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.7 | $5.8M | NEW | 189k | 30.54 | |
Bj's Wholesale Club Holdings (BJ) | 0.7 | $5.4M | +15% | 79k | 68.82 | |
Procter & Gamble Company (PG) | 0.7 | $5.2M | +6% | 34k | 153.92 | |
Chipotle Mexican Grill (CMG) | 0.7 | $5.2M | NEW | 3.7k | 1402.06 | |
Dominion Resources (D) | 0.6 | $5.1M | +37% | 82k | 61.87 | |
Pepsi (PEP) | 0.6 | $5.1M | +4% | 28k | 181.10 | |
Interpublic Group of Companies (IPG) | 0.6 | $4.7M | +4% | 132k | 35.70 | |
Enbridge (ENB) | 0.6 | $4.6M | +6% | 114k | 40.52 | |
MetLife (MET) | 0.6 | $4.4M | +3% | 60k | 73.58 | |
GSK Sponsored Adr (GSK) | 0.6 | $4.4M | 126k | 34.92 | ||
General Mills (GIS) | 0.6 | $4.4M | +4% | 51k | 85.96 | |
Southern Company (SO) | 0.6 | $4.4M | +9% | 61k | 71.63 | |
Ishares Tr Core Msci Total (IXUS) | 0.6 | $4.4M | NEW | 73k | 60.23 | |
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.6 | $4.4M | NEW | 101k | 43.12 | |
Philip Morris International (PM) | 0.5 | $4.3M | +6% | 42k | 103.49 | |
Mondelez Intl Cl A (MDLZ) | 0.5 | $4.3M | +5% | 63k | 68.02 | |
United Parcel Service CL B (UPS) | 0.5 | $4.2M | +8% | 24k | 178.95 | |
PPL Corporation (PPL) | 0.5 | $4.2M | +6% | 140k | 29.96 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.5 | $4.1M | -26% | 84k | 48.46 | |
Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.5 | $4.0M | NEW | 123k | 32.27 | |
Dbx Etf Tr Xtrack Msci Eurp (DBEU) | 0.5 | $3.9M | NEW | 112k | 35.19 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $3.8M | -4% | 13k | 290.21 | |
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.4 | $3.4M | -51% | 56k | 59.45 | |
Gxo Logistics Incorporated Common Stock (GXO) | 0.4 | $3.2M | +10% | 69k | 46.23 | |
Apple (AAPL) | 0.4 | $3.1M | +14% | 24k | 129.62 | |
Xpo Logistics Inc equity (XPO) | 0.4 | $3.0M | +68% | 84k | 35.99 | |
Cummins (CMI) | 0.4 | $2.9M | +5% | 12k | 243.90 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $2.5M | +2% | 45k | 55.37 | |
Rxo Common Stock | 0.2 | $1.4M | NEW | 84k | 16.87 | |
Sonoco Products Company (SON) | 0.2 | $1.3M | 22k | 60.14 | ||
Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.3M | +12% | 5.9k | 214.14 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.3M | 3.9k | 318.69 | ||
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.1 | $1.1M | -3% | 21k | 54.80 | |
Paycom Software (PAYC) | 0.1 | $1.0M | +8% | 3.7k | 286.65 | |
Abbott Laboratories (ABT) | 0.1 | $1.0M | 9.3k | 112.33 | ||
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $970k | 15k | 66.28 | ||
JPMorgan Chase & Co. (JPM) | 0.1 | $953k | 6.9k | 137.95 | ||
Hubbell (HUBB) | 0.1 | $937k | 4.1k | 228.90 | ||
Duke Energy Corp Com New (DUK) | 0.1 | $880k | +46% | 8.4k | 105.18 | |
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $849k | 12k | 73.55 | ||
Home Depot (HD) | 0.1 | $822k | 2.6k | 317.48 | ||
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $756k | -7% | 17k | 43.52 | |
Lockheed Martin Corporation (LMT) | 0.1 | $631k | 1.3k | 473.24 | ||
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $604k | 6.8k | 88.16 | ||
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $599k | 4.3k | 139.50 | ||
Bank of America Corporation (BAC) | 0.1 | $585k | 17k | 34.41 | ||
Tesla Motors (TSLA) | 0.1 | $541k | -6% | 4.8k | 113.06 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $520k | +15% | 1.3k | 388.05 | |
Sherwin-Williams Company (SHW) | 0.1 | $482k | 2.0k | 235.80 | ||
UnitedHealth (UNH) | 0.1 | $482k | +17% | 983.00 | 490.00 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $469k | +12% | 19k | 24.97 | |
Coca-Cola Company (KO) | 0.1 | $454k | +11% | 7.2k | 63.40 | |
Abbvie (ABBV) | 0.1 | $445k | +29% | 2.7k | 166.55 | |
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $416k | 17k | 24.76 | ||
Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $409k | 12k | 33.55 | ||
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $405k | +29% | 8.9k | 45.45 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $379k | NEW | 5.0k | 75.72 | |
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $375k | +36% | 19k | 19.69 | |
Ishares Tr National Mun Etf (MUB) | 0.0 | $368k | -96% | 3.5k | 106.62 | |
Raytheon Technologies Corp (RTX) | 0.0 | $361k | 3.5k | 102.46 | ||
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $356k | NEW | 4.6k | 77.63 | |
Agnc Invt Corp Com reit (AGNC) | 0.0 | $333k | +3% | 31k | 10.85 | |
Exxon Mobil Corporation (XOM) | 0.0 | $320k | 2.9k | 110.55 | ||
Anavex Life Sciences Corp Com New (AVXL) | 0.0 | $306k | +16% | 31k | 10.00 | |
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.0 | $302k | -5% | 10k | 30.12 | |
Costco Wholesale Corporation (COST) | 0.0 | $302k | +9% | 625.00 | 482.90 | |
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $295k | 6.1k | 48.13 | ||
Walt Disney Company (DIS) | 0.0 | $294k | +12% | 3.1k | 93.91 | |
Verizon Communications (VZ) | 0.0 | $292k | NEW | 6.9k | 42.19 | |
Southern First Bancshares (SFST) | 0.0 | $291k | -5% | 6.5k | 44.58 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $291k | 4.3k | 68.13 | ||
Oracle Corporation (ORCL) | 0.0 | $289k | 3.4k | 85.67 | ||
International Business Machines (IBM) | 0.0 | $288k | 2.0k | 143.70 | ||
United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $280k | +7% | 40k | 7.00 | |
CRH Adr (CRH) | 0.0 | $258k | NEW | 5.9k | 43.62 | |
Norfolk Southern (NSC) | 0.0 | $258k | 1.0k | 255.79 | ||
Sibanye Stillwater Sponsored Adr (SBSW) | 0.0 | $247k | +6% | 21k | 11.66 | |
Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $245k | +6% | 105k | 2.34 | |
TJX Companies (TJX) | 0.0 | $244k | NEW | 2.9k | 82.72 | |
Thermo Fisher Scientific (TMO) | 0.0 | $243k | -20% | 454.00 | 534.94 | |
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 0.0 | $241k | NEW | 12k | 19.85 | |
McDonald's Corporation (MCD) | 0.0 | $240k | NEW | 889.00 | 269.52 | |
Astrazeneca Sponsored Adr (AZN) | 0.0 | $239k | NEW | 3.4k | 70.80 | |
Honeywell International (HON) | 0.0 | $238k | NEW | 1.1k | 210.27 | |
EOG Resources (EOG) | 0.0 | $232k | 1.8k | 127.47 | ||
Starbucks Corporation (SBUX) | 0.0 | $229k | NEW | 2.1k | 106.70 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $228k | NEW | 382.00 | 595.85 | |
Surgery Partners (SGRY) | 0.0 | $226k | 8.1k | 27.84 | ||
Hdfc Bank Sponsored Ads (HDB) | 0.0 | $223k | -11% | 3.3k | 67.40 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $217k | -97% | 4.1k | 52.42 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $214k | -25% | 862.00 | 247.99 | |
Merck & Co (MRK) | 0.0 | $213k | NEW | 1.9k | 114.83 | |
Northrop Grumman Corporation (NOC) | 0.0 | $210k | NEW | 403.00 | 521.42 | |
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $210k | NEW | 3.6k | 58.01 | |
Chevron Corporation (CVX) | 0.0 | $206k | NEW | 1.2k | 176.56 | |
Prudential Financial (PRU) | 0.0 | $203k | NEW | 2.0k | 101.01 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $202k | NEW | 3.0k | 67.28 | |
Nextera Energy (NEE) | 0.0 | $202k | NEW | 2.4k | 83.64 | |
Rio Tinto Sponsored Adr (RIO) | 0.0 | $201k | NEW | 2.7k | 74.07 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $199k | +2% | 16k | 12.15 | |
Bain Cap Specialty Fin Com Stk (BCSF) | 0.0 | $124k | NEW | 10k | 12.37 | |
Purecycle Technologies (PCT) | 0.0 | $118k | NEW | 17k | 6.77 | |
Atlantic American Corporation (AAME) | 0.0 | $109k | 44k | 2.47 | ||
Precision Biosciences Ord (DTIL) | 0.0 | $32k | 24k | 1.36 | ||
Stryve Foods Class A Com (SNAX) | 0.0 | $28k | NEW | 35k | 0.80 | |
Asensus Surgical (ASXC) | 0.0 | $9.3k | 20k | 0.47 | ||
Aeye Cl A Com (LIDR) | 0.0 | $7.7k | 14k | 0.55 | ||
T Stamp Cl A New (IDAI) | 0.0 | $6.7k | 13k | 0.52 |
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 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
- Foster Victor Wealth Advisors 2021 Q4 filed Jan. 19, 2022
- Foster Victor Wealth Advisors 2021 Q3 filed Oct. 8, 2021
- Foster Victor Wealth Advisors 2021 Q2 filed July 29, 2021
- Foster Victor Wealth Advisors 2021 Q1 filed April 23, 2021
- Foster Victor Wealth Advisors 2020 Q4 filed Feb. 8, 2021
- Foster Victor Wealth Advisors 2020 Q3 filed Oct. 26, 2020
- Foster Victor Wealth Advisors 2020 Q2 filed Aug. 3, 2020
- Foster Victor Wealth Advisors 2020 Q1 filed April 29, 2020
- Foster Victor Wealth Advisors 2019 Q4 filed Jan. 13, 2020
- Foster Victor Wealth Advisors 2019 Q3 filed Oct. 11, 2019
- Foster Victor Wealth Advisors 2019 Q2 filed July 16, 2019
- Foster Victor Wealth Advisors 2019 Q1 filed May 3, 2019