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

Foster Victor Wealth Advisors holds 162 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 5.2 $43M +106% 309k 138.04
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.5 $29M -45% 602k 48.23
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Ishares Tr Msci Intl Qualty (IQLT) 2.8 $23M +5179% 644k 35.49
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Invesco Qqq Tr Unit Ser 1 (QQQ) 2.1 $17M -40% 53k 319.07
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Amazon (AMZN) 2.0 $17M +5% 162k 103.95
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Adobe Systems Incorporated (ADBE) 1.9 $16M +2% 40k 385.15
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Booking Holdings (BKNG) 1.9 $15M -11% 5.8k 2638.33
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.8 $15M NEW 324k 46.91
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Alphabet Cap Stk Cl A (GOOGL) 1.8 $15M +13% 143k 104.72
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Lam Research Corporation (LRCX) 1.8 $15M 29k 504.29
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Illumina (ILMN) 1.8 $15M +7% 64k 230.22
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Johnson & Johnson (JNJ) 1.8 $15M +9% 92k 158.49
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Mastercard Incorporated Cl A (MA) 1.8 $15M 40k 363.90
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Broadcom (AVGO) 1.7 $14M -15% 23k 634.42
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Valero Energy Corporation (VLO) 1.7 $14M 112k 127.43
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Amgen (AMGN) 1.7 $14M +15% 56k 247.53
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Genuine Parts Company (GPC) 1.7 $14M +5% 84k 164.84
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Realty Income (O) 1.7 $14M +5% 219k 62.84
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Keurig Dr Pepper (KDP) 1.7 $14M +8% 388k 35.36
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Microsoft Corporation (MSFT) 1.7 $14M +3% 47k 287.18
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Cognex Corporation (CGNX) 1.6 $14M +3% 279k 48.34
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American Tower Reit (AMT) 1.6 $13M +11% 66k 203.45
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.6 $13M 259k 50.74
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O'reilly Automotive (ORLY) 1.6 $13M +3% 15k 864.44
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Te Connectivity SHS (TEL) 1.5 $12M +4% 95k 126.27
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Cisco Systems (CSCO) 1.4 $11M 218k 51.82
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Novartis Sponsored Adr (NVS) 1.3 $11M +5% 119k 93.48
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Lowe's Companies (LOW) 1.3 $11M +4% 54k 203.00
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Wal-Mart Stores (WMT) 1.3 $11M +5% 72k 147.23
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Qualcomm (QCOM) 1.3 $11M 86k 122.30
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Garmin SHS (GRMN) 1.3 $10M +4% 104k 100.08
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Ss&c Technologies Holding (SSNC) 1.2 $10M +4% 181k 55.75
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Nxp Semiconductors N V (NXPI) 1.2 $9.9M 57k 176.12
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Boston Scientific Corporation (BSX) 1.2 $9.9M 198k 50.07
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salesforce (CRM) 1.2 $9.6M -10% 49k 197.20
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Electronic Arts (EA) 1.1 $9.4M +14% 75k 125.24
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Emerson Electric (EMR) 1.1 $9.4M +8% 110k 85.18
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Nasdaq Omx (NDAQ) 1.1 $9.2M +11% 168k 54.70
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Pepsi (PEP) 1.0 $8.6M +68% 47k 181.85
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Truist Financial Corp equities (TFC) 1.0 $8.4M +43% 264k 31.95
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BlackRock (BLK) 1.0 $8.3M +4% 13k 659.10
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Freeport-mcmoran CL B (FCX) 1.0 $8.1M 202k 40.26
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Masco Corporation (MAS) 1.0 $8.0M +6% 166k 48.54
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American Electric Power Company (AEP) 1.0 $8.0M +6% 88k 91.17
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Steris Shs Usd (STE) 1.0 $7.9M +4% 41k 191.27
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Cigna Corp (CI) 0.9 $7.6M +17% 30k 256.54
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Halliburton Company (HAL) 0.9 $7.2M +10% 215k 33.23
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.9 $7.1M +140% 109k 65.06
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Lpl Financial Holdings (LPLA) 0.9 $7.1M +10% 37k 191.90
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Chipotle Mexican Grill (CMG) 0.8 $6.7M +4% 3.9k 1734.84
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Darling International (DAR) 0.8 $6.7M +9% 117k 57.09
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Pfizer (PFE) 0.8 $6.4M +16% 156k 40.90
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Bj's Wholesale Club Holdings (BJ) 0.8 $6.4M +6% 84k 75.75
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MetLife (MET) 0.8 $6.3M +81% 110k 57.44
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Comcast Corp Cl A (CMCSA) 0.8 $6.3M -20% 166k 37.77
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.7 $5.9M 191k 31.13
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CoStar (CSGP) 0.7 $5.8M +10% 85k 68.02
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Procter & Gamble Company (PG) 0.7 $5.4M +5% 36k 150.23
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Interpublic Group of Companies (IPG) 0.6 $5.1M +2% 135k 37.43
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GSK Sponsored Adr (GSK) 0.6 $4.8M +5% 132k 36.55
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Enbridge (ENB) 0.6 $4.8M +9% 124k 38.89
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United Parcel Service CL B (UPS) 0.6 $4.7M +5% 25k 190.61
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Mondelez Intl Cl A (MDLZ) 0.6 $4.7M +5% 66k 70.52
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General Mills (GIS) 0.6 $4.7M +5% 54k 86.07
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Vanguard Index Fds Mid Cap Etf (VO) 0.6 $4.6M -79% 22k 208.26
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Southern Company (SO) 0.6 $4.5M +6% 65k 69.63
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Cummins (CMI) 0.5 $4.4M +59% 19k 231.90
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.5 $4.4M NEW 130k 33.88
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Ishares Tr Core Msci Total (IXUS) 0.5 $4.4M -3% 70k 62.40
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.5 $4.4M NEW 59k 74.12
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.5 $4.4M -2% 98k 44.46
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Vertex Pharmaceuticals Incorporated (VRTX) 0.5 $4.3M +3% 14k 314.42
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Philip Morris International (PM) 0.5 $4.3M +6% 44k 97.54
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Apple (AAPL) 0.5 $4.2M +6% 26k 165.63
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PPL Corporation (PPL) 0.5 $4.1M +6% 149k 27.55
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.5 $4.0M 121k 32.61
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Dbx Etf Tr Xtrack Msci Eurp (DBEU) 0.5 $3.9M -4% 106k 36.56
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $3.4M 57k 60.37
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Gxo Logistics Incorporated Common Stock (GXO) 0.4 $3.1M -8% 63k 49.36
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.4 $3.0M -27% 61k 48.80
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Xpo Logistics Inc equity (XPO) 0.3 $2.7M +5% 89k 30.09
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $2.3M -80% 34k 68.39
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $2.1M -82% 22k 94.87
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Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $2.1M -73% 25k 82.27
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Rxo Common Stock (RXO) 0.2 $1.6M +2% 86k 18.72
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Vanguard Index Fds Growth Etf (VUG) 0.2 $1.4M -5% 5.6k 248.47
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Tesla Motors (TSLA) 0.2 $1.4M +46% 7.0k 192.58
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Sonoco Products Company (SON) 0.2 $1.3M 22k 59.60
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.3M +3% 4.1k 309.07
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Abbott Laboratories (ABT) 0.1 $1.1M +18% 11k 102.80
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.1 $1.1M 21k 54.79
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Paycom Software (PAYC) 0.1 $1.1M 3.7k 292.78
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JPMorgan Chase & Co. (JPM) 0.1 $978k +10% 7.6k 128.42
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $928k -5% 14k 67.40
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Exxon Mobil Corporation (XOM) 0.1 $868k +160% 7.6k 115.02
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $812k -2% 11k 72.18
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Meta Platforms Cl A (META) 0.1 $808k NEW 3.8k 214.72
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Duke Energy Corp Com New (DUK) 0.1 $795k 8.3k 96.23
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Alphabet Cap Stk Cl C (GOOG) 0.1 $792k +10% 7.5k 105.12
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $761k -3% 17k 45.53
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Home Depot (HD) 0.1 $748k -2% 2.5k 294.91
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Hubbell (HUBB) 0.1 $744k -21% 3.2k 230.73
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NVIDIA Corporation (NVDA) 0.1 $733k NEW 2.7k 274.57
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Lockheed Martin Corporation (LMT) 0.1 $647k 1.3k 488.54
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $578k 4.4k 132.23
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Bank of America Corporation (BAC) 0.1 $507k +6% 18k 27.98
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $503k -8% 1.2k 408.51
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UnitedHealth (UNH) 0.1 $500k +3% 1.0k 493.25
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Coca-Cola Company (KO) 0.1 $480k +7% 7.7k 62.21
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Abbvie (ABBV) 0.1 $453k +6% 2.8k 159.76
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Sherwin-Williams Company (SHW) 0.1 $453k 2.0k 223.24
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Chevron Corporation (CVX) 0.1 $441k +123% 2.6k 169.04
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $421k 17k 25.28
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $398k -13% 16k 24.62
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $382k 5.0k 76.43
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BP Sponsored Adr (BP) 0.0 $374k NEW 9.5k 39.33
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Ishares Tr National Mun Etf (MUB) 0.0 $373k 3.5k 107.91
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Vanguard World Fds Inf Tech Etf (VGT) 0.0 $353k NEW 923.00 382.66
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Raytheon Technologies Corp (RTX) 0.0 $353k 3.5k 99.51
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United Microelectronics Corp Spon Adr New (UMC) 0.0 $352k +2% 41k 8.62
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Ishares Silver Tr Ishares (SLV) 0.0 $348k NEW 15k 22.97
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $344k -18% 7.2k 47.66
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First Community Corporation (FCCO) 0.0 $340k NEW 17k 19.86
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $327k +6% 4.5k 72.10
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Agnc Invt Corp Com reit (AGNC) 0.0 $321k +3% 32k 10.15
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Costco Wholesale Corporation (COST) 0.0 $321k +3% 644.00 497.77
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Oracle Corporation (ORCL) 0.0 $319k 3.4k 94.01
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $299k -5% 9.5k 31.55
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Walt Disney Company (DIS) 0.0 $299k -4% 3.0k 99.56
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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $282k -3% 5.9k 47.76
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Thermo Fisher Scientific (TMO) 0.0 $275k +5% 477.00 576.33
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $273k -25% 14k 19.31
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CRH Adr (CRH) 0.0 $266k -10% 5.3k 50.24
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Asml Holding N V N Y Registry Shs (ASML) 0.0 $266k +3% 397.00 668.68
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International Business Machines (IBM) 0.0 $264k 2.0k 131.60
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Verizon Communications (VZ) 0.0 $256k -6% 6.4k 39.65
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Astrazeneca Sponsored Adr (AZN) 0.0 $255k +7% 3.6k 70.25
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Sibanye Stillwater Sponsored Adr (SBSW) 0.0 $253k +41% 30k 8.46
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Lloyds Banking Group Sponsored Adr (LYG) 0.0 $247k 105k 2.36
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Anavex Life Sciences Corp Com New (AVXL) 0.0 $247k 31k 8.07
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Hdfc Bank Sponsored Ads (HDB) 0.0 $242k +9% 3.6k 66.96
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Blackstone Group Inc Com Cl A (BX) 0.0 $242k NEW 3.0k 81.19
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $238k NEW 3.3k 72.84
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First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.0 $238k 12k 19.89
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Sap Se Spon Adr (SAP) 0.0 $237k NEW 1.9k 127.81
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TJX Companies (TJX) 0.0 $233k 3.0k 78.64
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Starbucks Corporation (SBUX) 0.0 $231k +3% 2.2k 104.02
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Nextera Energy (NEE) 0.0 $229k +22% 3.0k 77.17
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Honeywell International (HON) 0.0 $223k +3% 1.2k 190.94
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EOG Resources (EOG) 0.0 $219k 1.8k 119.62
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $215k -3% 4.0k 53.79
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Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $215k +2% 17k 12.75
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $212k -2% 3.5k 59.98
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Norfolk Southern (NSC) 0.0 $205k 1.0k 205.02
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Visa Com Cl A (V) 0.0 $205k NEW 901.00 227.56
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Diageo Spon Adr New (DEO) 0.0 $201k NEW 1.1k 182.98
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Fluor Corporation (FLR) 0.0 $200k NEW 6.8k 29.67
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Purecycle Technologies (PCT) 0.0 $136k +17% 20k 6.65
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Bain Cap Specialty Fin Com Stk (BCSF) 0.0 $118k 10k 11.84
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Atlantic American Corporation (AAME) 0.0 $108k 44k 2.45
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Asensus Surgical (ASXC) 0.0 $13k 20k 0.64
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Aeye Cl A Com (LIDR) 0.0 $4.3k 14k 0.31
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Past Filings by Foster Victor Wealth Advisors

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

View all past filings