Foster Victor Wealth Advisors

Foster Victor Wealth Advisors as of June 30, 2025

Portfolio Holdings for Foster Victor Wealth Advisors

Foster Victor Wealth Advisors holds 202 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 3.6 $53M 295k 178.25
Amazon (AMZN) 2.7 $40M 179k 222.54
Microsoft Corporation (MSFT) 2.4 $35M 69k 503.51
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.2 $32M 1.3M 24.73
Ishares Tr Msci Intl Qualty (IQLT) 1.9 $29M 661k 43.29
Mastercard Incorporated Cl A (MA) 1.9 $28M 50k 565.11
Alphabet Cap Stk Cl A (GOOGL) 1.7 $26M 145k 176.62
Nasdaq Omx (NDAQ) 1.7 $25M 283k 89.83
Qualcomm (QCOM) 1.6 $24M 152k 159.35
Lam Research Corp Com New (LRCX) 1.6 $23M 233k 99.81
Meta Platforms Cl A (META) 1.5 $22M 30k 732.79
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.5 $22M 393k 56.60
Ss&c Technologies Holding (SSNC) 1.5 $22M 265k 83.32
Lpl Financial Holdings (LPLA) 1.4 $21M 56k 380.90
O'reilly Automotive (ORLY) 1.4 $21M 225k 92.58
Adobe Systems Incorporated (ADBE) 1.3 $20M 53k 373.38
Canadian Pacific Kansas City (CP) 1.3 $20M 239k 81.39
Boston Scientific Corporation (BSX) 1.3 $19M 184k 102.96
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $19M 34k 556.25
Halliburton Company (HAL) 1.2 $18M 829k 22.04
Emerson Electric (EMR) 1.2 $18M 130k 139.80
Cigna Corp (CI) 1.2 $18M 59k 309.78
Steris Shs Usd (STE) 1.2 $17M 75k 231.28
Philip Morris International (PM) 1.2 $17M 97k 177.98
Valero Energy Corporation (VLO) 1.2 $17M 115k 149.07
Broadcom (AVGO) 1.2 $17M 62k 277.90
CoStar (CSGP) 1.1 $17M 201k 84.50
Garmin SHS (GRMN) 1.1 $17M 77k 217.11
Booking Holdings (BKNG) 1.1 $17M 2.9k 5667.61
S&p Global (SPGI) 1.1 $17M 31k 528.74
Freeport-mcmoran CL B (FCX) 1.1 $17M 363k 45.59
Pfizer (PFE) 1.1 $17M 645k 25.56
salesforce (CRM) 1.1 $16M 59k 270.92
Danaher Corporation (DHR) 1.1 $16M 79k 200.96
Amgen (AMGN) 1.1 $16M 53k 296.52
First Solar (FSLR) 1.1 $16M 94k 165.99
Oneok (OKE) 1.1 $16M 193k 81.16
Home Depot (HD) 1.1 $16M 42k 371.04
Cognex Corporation (CGNX) 1.1 $16M 466k 33.32
Cisco Systems (CSCO) 1.0 $16M 224k 69.27
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $15M 305k 48.95
Masco Corporation (MAS) 1.0 $15M 219k 66.89
Abbvie (ABBV) 1.0 $15M 76k 190.62
Uber Technologies (UBER) 1.0 $14M 149k 96.64
GSK Sponsored Adr (GSK) 1.0 $14M 364k 39.04
Electronic Arts (EA) 0.9 $14M 91k 152.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $14M 29k 478.91
Johnson & Johnson (JNJ) 0.9 $14M 88k 156.28
Bj's Wholesale Club Holdings (BJ) 0.9 $14M 127k 107.53
Apple (AAPL) 0.9 $14M 65k 211.14
Nike CL B (NKE) 0.9 $14M 185k 73.56
Carrier Global Corporation (CARR) 0.9 $13M 175k 75.89
Wal-Mart Stores (WMT) 0.9 $13M 134k 96.81
Blue Owl Capital Com Cl A (OWL) 0.9 $13M 655k 19.44
Lockheed Martin Corporation (LMT) 0.9 $13M 27k 463.07
Pepsi (PEP) 0.9 $13M 94k 134.48
Vertex Pharmaceuticals Incorporated (VRTX) 0.8 $12M 25k 478.97
Enbridge (ENB) 0.8 $11M 261k 43.79
Chevron Corporation (CVX) 0.8 $11M 74k 153.02
Paypal Holdings (PYPL) 0.7 $11M 147k 74.83
Visa Com Cl A (V) 0.7 $11M 30k 357.76
Oracle Corporation (ORCL) 0.7 $11M 46k 235.81
MetLife (MET) 0.7 $11M 138k 78.24
Crocs (CROX) 0.7 $11M 102k 104.75
Cummins (CMI) 0.7 $11M 32k 334.60
Cameco Corporation (CCJ) 0.7 $10M 140k 71.55
Hershey Company (HSY) 0.7 $10M 62k 161.95
Merck & Co (MRK) 0.7 $9.8M 118k 83.71
Nxp Semiconductors N V (NXPI) 0.6 $9.1M 40k 230.42
Fortinet (FTNT) 0.6 $9.0M 83k 107.65
Verizon Communications (VZ) 0.6 $8.7M 204k 42.61
Magnolia Oil & Gas Corp Cl A (MGY) 0.6 $8.5M 363k 23.38
Chipotle Mexican Grill (CMG) 0.6 $8.2M 147k 55.94
Us Bancorp Del Com New (USB) 0.5 $8.1M 171k 47.30
Huntington Bancshares Incorporated (HBAN) 0.5 $8.1M 463k 17.42
Gxo Logistics Incorporated Common Stock (GXO) 0.5 $8.1M 160k 50.29
Procter & Gamble Company (PG) 0.5 $8.0M 51k 157.52
Regions Financial Corporation (RF) 0.5 $7.8M 315k 24.63
Southern Company (SO) 0.5 $7.7M 84k 91.96
Coca-Cola Company (KO) 0.5 $7.7M 110k 69.48
Digital Realty Trust (DLR) 0.5 $7.3M 43k 171.18
Nextera Energy (NEE) 0.5 $7.3M 99k 73.65
Mondelez Intl Cl A (MDLZ) 0.5 $7.2M 108k 66.85
Genuine Parts Company (GPC) 0.5 $7.2M 58k 125.25
EOG Resources (EOG) 0.5 $7.2M 59k 121.89
Comcast Corp Cl A (CMCSA) 0.5 $7.1M 200k 35.62
Peak (DOC) 0.5 $7.1M 389k 18.26
Realty Income (O) 0.5 $6.9M 121k 56.92
Becton, Dickinson and (BDX) 0.5 $6.9M 39k 175.50
PPL Corporation (PPL) 0.5 $6.9M 203k 33.76
Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.4 $5.6M 214k 26.20
Spdr Series Trust Portfolio Intrmd (SPIB) 0.3 $5.1M 154k 33.39
NVIDIA Corporation (NVDA) 0.3 $5.0M 31k 162.88
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $3.9M 14k 283.32
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $3.9M 91k 42.93
Ishares Tr Core Msci Total (IXUS) 0.3 $3.9M 50k 77.74
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.3 $3.8M 66k 57.97
Ishares Msci Emerg Mrkt (EEMV) 0.3 $3.8M 61k 62.88
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.3 $3.8M 42k 89.68
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.3 $3.8M 64k 59.32
Dbx Etf Tr Xtrack Msci Eurp (DBEU) 0.2 $3.5M 78k 44.99
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $3.1M 106k 29.44
Truist Financial Corp equities (TFC) 0.2 $2.8M 62k 45.16
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.2 $2.7M 50k 53.20
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $2.5M 8.1k 307.48
JPMorgan Chase & Co. (JPM) 0.2 $2.4M 8.3k 283.16
Tesla Motors (TSLA) 0.1 $1.9M 6.4k 295.88
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.6M 2.6k 623.98
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.5M 13k 112.95
Hubbell (HUBB) 0.1 $1.5M 3.5k 417.77
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $1.5M 17k 83.96
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.4M 7.9k 177.67
Exxon Mobil Corporation (XOM) 0.1 $1.2M 11k 113.80
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.2M 49k 24.26
Paycom Software (PAYC) 0.1 $1.1M 4.7k 234.08
Sonoco Products Company (SON) 0.1 $990k 21k 46.80
Duke Energy Corp Com New (DUK) 0.1 $986k 8.4k 117.17
United Bankshares (UBSI) 0.1 $952k 25k 38.13
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $927k 4.5k 206.78
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $861k 1.5k 573.71
Vanguard Index Fds Growth Etf (VUG) 0.1 $842k 1.9k 442.54
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 0.1 $822k 9.3k 88.58
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) 0.1 $802k 12k 64.81
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $720k 1.00 719578.00
Rithm Capital Corp Com New (RITM) 0.0 $710k 61k 11.72
Sherwin-Williams Company (SHW) 0.0 $709k 2.0k 351.55
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $691k 29k 24.10
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $648k 10k 63.65
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.0 $641k 7.1k 90.70
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $641k 11k 56.85
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $624k 17k 36.45
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $624k 2.7k 231.84
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $585k 11k 54.30
Ge Aerospace Com New (GE) 0.0 $575k 2.3k 250.31
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.0 $563k 28k 19.95
Raytheon Technologies Corp (RTX) 0.0 $552k 3.8k 146.18
Lowe's Companies (LOW) 0.0 $542k 2.4k 225.54
Bank of America Corporation (BAC) 0.0 $538k 12k 46.84
International Business Machines (IBM) 0.0 $525k 1.8k 290.17
Asml Holding N V N Y Registry Shs (ASML) 0.0 $523k 654.00 799.83
Eli Lilly & Co. (LLY) 0.0 $523k 665.00 786.40
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $515k 21k 24.92
Abbott Laboratories (ABT) 0.0 $490k 3.7k 133.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $482k 8.4k 57.31
Oklo Com Cl A (OKLO) 0.0 $477k 8.9k 53.93
Costco Wholesale Corporation (COST) 0.0 $474k 483.00 981.10
Palantir Technologies Cl A (PLTR) 0.0 $471k 3.3k 143.13
McDonald's Corporation (MCD) 0.0 $461k 1.6k 292.93
Purecycle Technologies (PCT) 0.0 $446k 29k 15.36
Williams Companies (WMB) 0.0 $426k 7.4k 57.85
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $415k 24k 17.64
Blackstone Group Inc Com Cl A (BX) 0.0 $412k 2.6k 158.65
SYNNEX Corporation (SNX) 0.0 $410k 2.9k 141.50
Southern First Bancshares (SFST) 0.0 $409k 10k 39.74
Sap Se Spon Adr (SAP) 0.0 $408k 1.3k 311.93
Anavex Life Sciences Corp Com New (AVXL) 0.0 $405k 38k 10.76
Equifax (EFX) 0.0 $390k 1.5k 265.73
Blackrock (BLK) 0.0 $381k 350.00 1087.91
Marathon Petroleum Corp (MPC) 0.0 $355k 2.0k 179.27
Ishares Tr Msci Eafe Etf (EFA) 0.0 $354k 3.9k 89.87
Caterpillar (CAT) 0.0 $350k 870.00 402.18
Spdr Gold Tr Gold Shs (GLD) 0.0 $343k 1.1k 305.52
United Parcel Service CL B (UPS) 0.0 $340k 3.3k 102.15
Bain Cap Specialty Fin Com Stk (BCSF) 0.0 $336k 22k 15.27
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $316k 2.3k 134.97
Ishares Tr Core S&p500 Etf (IVV) 0.0 $309k 493.00 627.31
Honeywell International (HON) 0.0 $304k 1.3k 238.76
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $286k 3.9k 73.22
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $284k 1.3k 218.95
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $283k 4.5k 62.57
PNC Financial Services (PNC) 0.0 $281k 1.4k 196.14
Astrazeneca Sponsored Adr (AZN) 0.0 $271k 3.8k 70.82
TJX Companies (TJX) 0.0 $267k 2.1k 125.45
Norfolk Southern (NSC) 0.0 $262k 1.0k 260.04
Ishares Tr Core Msci Eafe (IEFA) 0.0 $250k 3.0k 83.86
Vanguard Index Fds Small Cp Etf (VB) 0.0 $249k 1.0k 243.50
Diageo Spon Adr New (DEO) 0.0 $246k 2.3k 104.75
UnitedHealth (UNH) 0.0 $245k 809.00 302.91
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $243k 3.3k 73.09
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $238k 2.5k 93.73
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $235k 1.4k 166.93
Walt Disney Company (DIS) 0.0 $231k 1.9k 120.61
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $229k 6.5k 35.15
Hdfc Bank Sponsored Ads (HDB) 0.0 $228k 3.0k 76.87
Schlumberger Com Stk (SLB) 0.0 $225k 6.2k 36.25
Pinnacle Financial Partners (PNFP) 0.0 $222k 1.9k 118.61
Thermo Fisher Scientific (TMO) 0.0 $222k 529.00 419.90
Prudential Financial (PRU) 0.0 $220k 2.1k 106.60
Fluor Corporation (FLR) 0.0 $216k 4.2k 51.64
Vanguard World Inf Tech Etf (VGT) 0.0 $211k 311.00 677.58
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $209k 13k 16.71
Icici Bank Adr (IBN) 0.0 $208k 6.2k 33.75
Enterprise Products Partners (EPD) 0.0 $207k 6.5k 31.90
Northrop Grumman Corporation (NOC) 0.0 $203k 400.00 507.94
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $203k 1.8k 110.88
Intel Corporation (INTC) 0.0 $202k 8.6k 23.44
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $197k 47k 4.17
United Microelectronics Corp Spon Adr New (UMC) 0.0 $182k 24k 7.70
Huntsman Corporation (HUN) 0.0 $127k 11k 11.58
Sight Sciences (SGHT) 0.0 $126k 36k 3.52
Atlantic American Corporation (AAME) 0.0 $98k 44k 2.22
New Gold Inc Cda (NGD) 0.0 $57k 12k 4.74