Foster Victor Wealth Advisors

Foster Victor Wealth Advisors as of March 31, 2025

Portfolio Holdings for Foster Victor Wealth Advisors

Foster Victor Wealth Advisors holds 195 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 3.8 $48M 295k 161.83
Amazon (AMZN) 2.6 $32M 172k 184.87
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.2 $28M 1.3M 21.08
Ishares Tr Msci Intl Qualty (IQLT) 2.1 $26M 670k 38.93
Microsoft Corporation (MSFT) 2.0 $25M 66k 388.45
Mastercard Incorporated Cl A (MA) 2.0 $25M 49k 509.75
Alphabet Cap Stk Cl A (GOOGL) 1.7 $21M 134k 157.14
Ss&c Technologies Holding (SSNC) 1.6 $20M 268k 76.07
Qualcomm (QCOM) 1.6 $20M 145k 139.25
Nasdaq Omx (NDAQ) 1.6 $20M 280k 71.53
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.5 $19M 385k 49.90
O'reilly Automotive (ORLY) 1.5 $19M 13k 1389.79
Adobe Systems Incorporated (ADBE) 1.5 $18M 51k 352.47
Cigna Corp (CI) 1.4 $18M 53k 330.19
Lam Research Corp Com New (LRCX) 1.4 $18M 260k 67.48
Boston Scientific Corporation (BSX) 1.4 $17M 183k 93.67
Canadian Pacific Kansas City (CP) 1.4 $17M 232k 73.55
Lpl Financial Holdings (LPLA) 1.4 $17M 55k 311.42
Steris Shs Usd (STE) 1.3 $16M 73k 221.09
Masco Corporation (MAS) 1.3 $16M 255k 61.94
Meta Platforms Cl A (META) 1.3 $16M 29k 543.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $15M 34k 454.40
Halliburton Company (HAL) 1.2 $15M 723k 21.07
CoStar (CSGP) 1.2 $15M 196k 77.39
Philip Morris International (PM) 1.2 $15M 96k 153.89
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $15M 304k 48.13
Broadcom (AVGO) 1.1 $14M 78k 181.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $14M 27k 524.11
Oneok (OKE) 1.1 $14M 171k 82.56
S&p Global (SPGI) 1.1 $14M 30k 465.14
Garmin SHS (GRMN) 1.1 $14M 73k 189.78
Booking Holdings (BKNG) 1.1 $14M 3.0k 4585.82
Amgen (AMGN) 1.1 $14M 48k 285.98
Home Depot (HD) 1.1 $14M 39k 353.86
Danaher Corporation (DHR) 1.1 $13M 71k 188.73
Pfizer (PFE) 1.1 $13M 599k 21.91
salesforce (CRM) 1.0 $13M 51k 255.00
Bj's Wholesale Club Holdings (BJ) 1.0 $13M 110k 117.36
Johnson & Johnson (JNJ) 1.0 $13M 85k 151.73
Freeport-mcmoran CL B (FCX) 1.0 $13M 378k 33.35
Emerson Electric (EMR) 1.0 $13M 125k 100.49
Cisco Systems (CSCO) 1.0 $13M 219k 57.33
Electronic Arts (EA) 1.0 $13M 87k 142.93
Uber Technologies (UBER) 1.0 $12M 169k 72.28
Wal-Mart Stores (WMT) 1.0 $12M 132k 92.80
Valero Energy Corporation (VLO) 1.0 $12M 110k 110.70
Lockheed Martin Corporation (LMT) 1.0 $12M 26k 474.91
GSK Sponsored Adr (GSK) 1.0 $12M 352k 34.64
First Solar (FSLR) 1.0 $12M 97k 125.93
Apple (AAPL) 1.0 $12M 61k 198.15
Abbvie (ABBV) 1.0 $12M 69k 175.05
Pepsi (PEP) 0.9 $12M 80k 144.43
Enbridge (ENB) 0.9 $11M 263k 43.24
Vertex Pharmaceuticals Incorporated (VRTX) 0.9 $11M 23k 484.22
Blue Owl Capital Com Cl A (OWL) 0.9 $11M 625k 17.01
Cognex Corporation (CGNX) 0.8 $11M 441k 23.95
Carrier Global Corporation (CARR) 0.8 $10M 169k 59.26
Visa Com Cl A (V) 0.8 $9.8M 30k 333.40
MetLife (MET) 0.8 $9.6M 135k 71.40
Chevron Corporation (CVX) 0.7 $9.3M 69k 135.63
Hershey Company (HSY) 0.7 $9.2M 56k 165.65
Crocs (CROX) 0.7 $9.0M 97k 92.56
Nike CL B (NKE) 0.7 $8.9M 164k 54.39
Comcast Corp Cl A (CMCSA) 0.7 $8.8M 261k 33.72
Verizon Communications (VZ) 0.7 $8.7M 198k 43.73
Cummins (CMI) 0.7 $8.5M 30k 285.88
Merck & Co (MRK) 0.7 $8.3M 105k 79.18
Fortinet (FTNT) 0.6 $8.0M 82k 97.73
Nxp Semiconductors N V (NXPI) 0.6 $7.9M 47k 168.79
Procter & Gamble Company (PG) 0.6 $7.8M 47k 166.91
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.6 $7.8M 298k 26.10
Cameco Corporation (CCJ) 0.6 $7.7M 188k 40.84
Southern Company (SO) 0.6 $7.2M 81k 89.86
Mondelez Intl Cl A (MDLZ) 0.6 $7.0M 105k 67.05
PPL Corporation (PPL) 0.6 $7.0M 201k 34.74
Us Bancorp Del Com New (USB) 0.6 $7.0M 184k 37.86
Chipotle Mexican Grill (CMG) 0.6 $6.9M 139k 49.76
Magnolia Oil & Gas Corp Cl A (MGY) 0.6 $6.9M 337k 20.38
Realty Income (O) 0.5 $6.4M 117k 55.22
Genuine Parts Company (GPC) 0.5 $6.4M 56k 115.25
Coca-Cola Company (KO) 0.5 $6.2M 86k 71.43
Nextera Energy (NEE) 0.5 $6.2M 94k 65.81
EOG Resources (EOG) 0.5 $6.1M 56k 108.54
Digital Realty Trust (DLR) 0.5 $6.1M 42k 145.09
Paypal Holdings (PYPL) 0.5 $5.8M 93k 62.59
Huntington Bancshares Incorporated (HBAN) 0.5 $5.8M 450k 12.89
Peak (DOC) 0.5 $5.8M 319k 18.16
Regions Financial Corporation (RF) 0.5 $5.8M 304k 18.97
Becton, Dickinson and (BDX) 0.5 $5.6M 28k 201.78
Gxo Logistics Incorporated Common Stock (GXO) 0.4 $5.5M 161k 34.25
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.4 $5.1M 156k 32.62
NVIDIA Corporation (NVDA) 0.3 $3.8M 34k 110.93
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.3 $3.7M 64k 58.66
Ishares Tr Core Msci Total (IXUS) 0.3 $3.5M 52k 67.47
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.3 $3.5M 69k 49.99
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $3.4M 14k 243.62
Dbx Etf Tr Xtrack Msci Eurp (DBEU) 0.2 $3.0M 73k 41.00
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $2.8M 115k 24.36
Truist Financial Corp equities (TFC) 0.2 $2.2M 62k 35.39
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $2.1M 8.0k 261.73
JPMorgan Chase & Co. (JPM) 0.2 $1.9M 8.1k 236.21
Tesla Motors (TSLA) 0.1 $1.7M 6.6k 252.31
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $1.4M 18k 77.68
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.3M 14k 95.41
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.3M 8.2k 159.40
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.3M 52k 24.26
Hubbell (HUBB) 0.1 $1.3M 3.6k 353.48
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.2M 2.3k 533.94
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.2M 3.4k 360.19
Exxon Mobil Corporation (XOM) 0.1 $1.1M 11k 103.14
Paycom Software (PAYC) 0.1 $1.0M 4.7k 215.72
Duke Energy Corp Com New (DUK) 0.1 $1.0M 8.4k 118.95
Sonoco Products Company (SON) 0.1 $917k 21k 43.37
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $884k 40k 22.07
United Bankshares (UBSI) 0.1 $847k 27k 31.84
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $830k 4.5k 184.75
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $784k 1.00 784000.00
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $719k 13k 57.49
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $700k 9.3k 75.51
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $691k 14k 49.41
Sherwin-Williams Company (SHW) 0.1 $674k 2.0k 336.78
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) 0.0 $601k 12k 48.57
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $597k 1.2k 490.74
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $593k 11k 53.98
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $578k 28k 20.48
Rithm Capital Corp Com New (RITM) 0.0 $578k 59k 9.76
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $558k 11k 50.39
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.0 $554k 28k 19.73
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $554k 5.5k 100.15
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.0 $544k 7.1k 77.16
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $531k 17k 31.12
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $529k 11k 49.54
Lowe's Companies (LOW) 0.0 $510k 2.3k 220.36
Raytheon Technologies Corp (RTX) 0.0 $505k 3.9k 128.25
UnitedHealth (UNH) 0.0 $484k 808.00 599.47
Eli Lilly & Co. (LLY) 0.0 $477k 651.00 731.91
McDonald's Corporation (MCD) 0.0 $474k 1.5k 309.93
Oracle Corporation (ORCL) 0.0 $461k 3.5k 132.34
Abbott Laboratories (ABT) 0.0 $451k 3.6k 126.87
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $444k 3.0k 149.73
Asml Holding N V N Y Registry Shs (ASML) 0.0 $437k 654.00 668.81
International Business Machines (IBM) 0.0 $426k 1.8k 235.49
United Parcel Service CL B (UPS) 0.0 $420k 4.3k 97.09
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $419k 2.7k 157.08
Williams Companies (WMB) 0.0 $412k 7.3k 56.39
Ge Aerospace Com New (GE) 0.0 $411k 2.3k 181.67
Bank of America Corporation (BAC) 0.0 $401k 11k 35.95
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $399k 6.6k 60.03
Costco Wholesale Corporation (COST) 0.0 $395k 410.00 964.48
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $380k 23k 16.33
Spdr Gold Tr Gold Shs (GLD) 0.0 $366k 1.2k 297.93
Sap Se Spon Adr (SAP) 0.0 $350k 1.4k 259.15
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $343k 9.4k 36.53
Anavex Life Sciences Corp Com New (AVXL) 0.0 $334k 38k 8.86
Blackstone Group Inc Com Cl A (BX) 0.0 $324k 2.5k 127.17
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $322k 12k 26.36
Equifax (EFX) 0.0 $321k 1.5k 220.24
Southern First Bancshares (SFST) 0.0 $317k 10k 30.77
Ishares Tr Msci Eafe Etf (EFA) 0.0 $316k 4.0k 78.97
Bain Cap Specialty Fin Com Stk (BCSF) 0.0 $313k 22k 14.23
Blackrock (BLK) 0.0 $303k 345.00 878.09
SYNNEX Corporation (SNX) 0.0 $296k 2.9k 101.96
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $289k 2.3k 128.04
Ishares Tr Core S&p500 Etf (IVV) 0.0 $284k 530.00 536.56
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $284k 2.3k 121.00
TJX Companies (TJX) 0.0 $268k 2.1k 128.15
Palantir Technologies Cl A (PLTR) 0.0 $265k 3.0k 88.55
Honeywell International (HON) 0.0 $262k 1.3k 198.57
Diageo Spon Adr New (DEO) 0.0 $259k 2.4k 109.53
Astrazeneca Sponsored Adr (AZN) 0.0 $259k 3.9k 66.29
Caterpillar (CAT) 0.0 $252k 858.00 293.45
Marathon Petroleum Corp (MPC) 0.0 $242k 2.0k 123.43
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $241k 4.4k 54.38
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $231k 6.6k 34.80
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $223k 2.5k 89.98
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $222k 3.6k 62.33
Thermo Fisher Scientific (TMO) 0.0 $220k 503.00 438.17
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $220k 4.5k 48.59
Purecycle Technologies (PCT) 0.0 $219k 35k 6.23
Norfolk Southern (NSC) 0.0 $218k 1.0k 218.31
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $215k 1.1k 189.72
PNC Financial Services (PNC) 0.0 $214k 1.4k 151.99
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $213k 11k 19.88
Northrop Grumman Corporation (NOC) 0.0 $212k 397.00 533.99
Schlumberger Com Stk (SLB) 0.0 $209k 6.2k 33.96
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $204k 8.1k 25.15
Hdfc Bank Sponsored Ads (HDB) 0.0 $204k 3.0k 67.47
Prudential Financial (PRU) 0.0 $201k 2.0k 98.83
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $174k 49k 3.59
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $168k 13k 13.46
United Microelectronics Corp Spon Adr New (UMC) 0.0 $165k 24k 6.87
Sight Sciences (SGHT) 0.0 $85k 36k 2.38
Atlantic American Corporation (AAME) 0.0 $58k 44k 1.33
New Gold Inc Cda (NGD) 0.0 $43k 12k 3.57
Trisalus Life Sciences *w Exp 08/10/202 (TLSIW) 0.0 $15k 13k 1.16