Foster Victor Wealth Advisors

Foster Victor Wealth Advisors as of Sept. 30, 2025

Portfolio Holdings for Foster Victor Wealth Advisors

Foster Victor Wealth Advisors holds 220 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 3.4 $55M 294k 187.53
Amazon (AMZN) 2.5 $41M 185k 219.51
Microsoft Corporation (MSFT) 2.3 $36M 70k 517.35
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.1 $34M 1.3M 26.48
Mastercard Incorporated Cl A (MA) 1.9 $30M 52k 580.45
Ishares Tr Msci Intl Qualty (IQLT) 1.8 $30M 659k 45.08
Alphabet Cap Stk Cl A (GOOGL) 1.8 $29M 117k 245.35
Lam Research Corp Com New (LRCX) 1.7 $28M 188k 145.81
Qualcomm (QCOM) 1.7 $27M 159k 169.18
Nasdaq Omx (NDAQ) 1.5 $25M 281k 87.61
O'reilly Automotive (ORLY) 1.5 $24M 230k 104.79
Ss&c Technologies Holding (SSNC) 1.5 $24M 274k 87.89
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.4 $23M 395k 57.82
Adobe Systems Incorporated (ADBE) 1.3 $22M 63k 346.74
Meta Platforms Cl A (META) 1.3 $21M 30k 710.55
Canadian Pacific Kansas City (CP) 1.3 $21M 266k 77.59
Garmin SHS (GRMN) 1.3 $20M 79k 257.06
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $20M 33k 603.17
Danaher Corporation (DHR) 1.2 $20M 92k 214.99
Lpl Financial Holdings (LPLA) 1.2 $20M 62k 314.73
Steris Shs Usd (STE) 1.2 $19M 80k 242.50
Halliburton Company (HAL) 1.2 $19M 796k 24.31
Boston Scientific Corporation (BSX) 1.2 $19M 199k 97.32
Pfizer (PFE) 1.2 $19M 705k 27.37
Electronic Arts (EA) 1.2 $19M 94k 200.69
Abbvie (ABBV) 1.2 $19M 80k 233.91
Amgen (AMGN) 1.1 $18M 60k 297.89
CoStar (CSGP) 1.1 $18M 209k 84.80
Oneok (OKE) 1.1 $18M 241k 72.89
Home Depot (HD) 1.1 $18M 44k 395.06
salesforce (CRM) 1.1 $18M 73k 240.36
Cognex Corporation (CGNX) 1.1 $17M 374k 46.30
Apple (AAPL) 1.1 $17M 67k 258.02
Emerson Electric (EMR) 1.1 $17M 127k 134.76
Johnson & Johnson (JNJ) 1.1 $17M 91k 188.64
Broadcom (AVGO) 1.1 $17M 50k 338.37
S&p Global (SPGI) 1.1 $17M 35k 479.82
GSK Sponsored Adr (GSK) 1.0 $17M 386k 43.35
Booking Holdings (BKNG) 1.0 $17M 3.0k 5418.09
Philip Morris International (PM) 1.0 $16M 107k 153.27
Valero Energy Corporation (VLO) 1.0 $16M 102k 160.40
Masco Corporation (MAS) 1.0 $16M 225k 70.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $16M 32k 498.75
Cisco Systems (CSCO) 1.0 $16M 232k 67.92
International Business Machines (IBM) 1.0 $16M 54k 288.37
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $15M 305k 49.98
Freeport-mcmoran CL B (FCX) 0.9 $15M 384k 39.67
Lockheed Martin Corporation (LMT) 0.9 $15M 30k 504.49
Uber Technologies (UBER) 0.9 $15M 153k 96.60
Bj's Wholesale Club Holdings (BJ) 0.9 $15M 158k 92.70
Cigna Corp (CI) 0.9 $15M 47k 311.00
Wal-Mart Stores (WMT) 0.9 $15M 143k 102.07
Pepsi (PEP) 0.9 $14M 98k 141.98
Cummins (CMI) 0.9 $14M 32k 432.80
Vertex Pharmaceuticals Incorporated (VRTX) 0.8 $14M 34k 403.30
Nike CL B (NKE) 0.8 $14M 189k 71.93
Enbridge (ENB) 0.8 $14M 272k 50.07
Citigroup Com New (C) 0.8 $14M 138k 97.74
Carrier Global Corporation (CARR) 0.8 $13M 217k 59.65
Hershey Company (HSY) 0.8 $13M 65k 195.13
Chevron Corporation (CVX) 0.8 $12M 81k 153.55
Blue Owl Capital Com Cl A (OWL) 0.8 $12M 756k 16.27
MetLife (MET) 0.7 $12M 144k 82.37
Merck & Co (MRK) 0.7 $12M 130k 89.19
Cameco Corporation (CCJ) 0.7 $12M 137k 84.17
Visa Com Cl A (V) 0.7 $11M 32k 349.84
First Solar (FSLR) 0.7 $11M 48k 230.13
Paypal Holdings (PYPL) 0.7 $11M 158k 69.25
Oracle Corporation (ORCL) 0.6 $10M 36k 286.14
Fortinet (FTNT) 0.6 $9.9M 116k 85.79
Verizon Communications (VZ) 0.6 $9.6M 219k 43.67
Coca-Cola Company (KO) 0.6 $9.5M 143k 66.65
Nxp Semiconductors N V (NXPI) 0.6 $9.3M 41k 228.89
Procter & Gamble Company (PG) 0.6 $9.0M 59k 152.27
Magnolia Oil & Gas Corp Cl A (MGY) 0.6 $9.0M 382k 23.64
Chipotle Mexican Grill (CMG) 0.5 $8.7M 209k 41.76
Nextera Energy (NEE) 0.5 $8.7M 109k 80.06
Gxo Logistics Incorporated Common Stock (GXO) 0.5 $8.6M 160k 53.73
Regions Financial Corporation (RF) 0.5 $8.5M 321k 26.39
Us Bancorp Del Com New (USB) 0.5 $8.5M 176k 48.07
Genuine Parts Company (GPC) 0.5 $8.3M 60k 139.73
Southern Company (SO) 0.5 $8.3M 88k 94.54
Huntington Bancshares Incorporated (HBAN) 0.5 $8.2M 479k 17.21
Peak (DOC) 0.5 $8.1M 416k 19.37
Digital Realty Trust (DLR) 0.5 $7.9M 45k 176.35
Becton, Dickinson and (BDX) 0.5 $7.8M 41k 193.61
PPL Corporation (PPL) 0.5 $7.8M 212k 36.70
Realty Income (O) 0.5 $7.7M 127k 60.40
Mondelez Intl Cl A (MDLZ) 0.5 $7.4M 119k 62.67
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $7.2M 225k 32.09
EOG Resources (EOG) 0.4 $7.0M 63k 110.83
Comcast Corp Cl A (CMCSA) 0.4 $6.5M 210k 30.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $6.4M 9.5k 669.23
NVIDIA Corporation (NVDA) 0.4 $6.0M 32k 187.62
Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.4 $5.7M 213k 26.92
Spdr Series Trust Portfolio Intrmd (SPIB) 0.3 $5.1M 152k 33.85
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $4.1M 14k 295.21
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $4.0M 87k 46.04
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $3.9M 140k 28.26
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.2 $3.9M 63k 62.14
Ishares Msci Emerg Mrkt (EEMV) 0.2 $3.9M 61k 63.92
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $3.9M 65k 59.96
Truist Financial Corp equities (TFC) 0.2 $3.0M 65k 45.52
Republic Services (RSG) 0.2 $2.9M 13k 224.15
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $2.8M 8.5k 329.98
Tesla Motors (TSLA) 0.2 $2.7M 6.2k 429.83
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.2 $2.7M 49k 54.13
JPMorgan Chase & Co. (JPM) 0.2 $2.7M 8.6k 310.03
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.9M 7.9k 246.45
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.6M 13k 120.08
Exxon Mobil Corporation (XOM) 0.1 $1.5M 13k 113.26
Hubbell (HUBB) 0.1 $1.5M 3.5k 413.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.4M 2.4k 615.36
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $1.4M 17k 85.35
Duke Energy Corp Com New (DUK) 0.1 $1.2M 9.9k 123.54
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.2M 48k 24.36
Oklo Com Cl A (OKLO) 0.1 $1.1M 8.9k 127.36
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.0M 4.7k 217.79
Eli Lilly & Co. (LLY) 0.1 $1.0M 1.2k 839.56
Paycom Software (PAYC) 0.1 $952k 4.7k 201.86
United Bankshares (UBSI) 0.1 $928k 25k 37.19
Sonoco Products Company (SON) 0.1 $922k 21k 43.32
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) 0.1 $881k 12k 71.17
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $872k 15k 57.03
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $858k 15k 57.28
PNC Financial Services (PNC) 0.1 $834k 4.2k 198.46
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 0.1 $829k 9.0k 92.01
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $807k 2.8k 292.19
Asml Holding N V N Y Registry Shs (ASML) 0.0 $780k 756.00 1032.22
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $756k 29k 25.84
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $751k 1.00 750583.00
Ishares Tr Core S&p500 Etf (IVV) 0.0 $713k 1.1k 672.55
Sherwin-Williams Company (SHW) 0.0 $697k 2.0k 346.61
Rithm Capital Corp Com New (RITM) 0.0 $689k 62k 11.15
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.0 $669k 7.0k 94.89
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $666k 17k 38.80
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $660k 4.7k 141.54
Ge Aerospace Com New (GE) 0.0 $622k 2.1k 297.00
Blackstone Group Inc Com Cl A (BX) 0.0 $611k 3.6k 168.47
Lowe's Companies (LOW) 0.0 $597k 2.4k 246.38
Bank of America Corporation (BAC) 0.0 $591k 12k 50.64
Raytheon Technologies Corp (RTX) 0.0 $584k 3.5k 166.59
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.0 $557k 28k 20.08
Caterpillar (CAT) 0.0 $548k 1.1k 497.85
Palantir Technologies Cl A (PLTR) 0.0 $533k 3.1k 173.07
Norfolk Southern (NSC) 0.0 $516k 1.7k 300.15
Vanguard Index Fds Growth Etf (VUG) 0.0 $516k 1.1k 481.61
Abbott Laboratories (ABT) 0.0 $508k 3.8k 134.59
Williams Companies (WMB) 0.0 $500k 7.7k 64.48
Ishares Tr Intl Eqty Factor (INTF) 0.0 $491k 13k 36.55
Spdr Gold Tr Gold Shs (GLD) 0.0 $485k 1.4k 357.64
McDonald's Corporation (MCD) 0.0 $479k 1.6k 300.97
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 0.0 $471k 11k 44.12
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $467k 7.6k 61.06
SYNNEX Corporation (SNX) 0.0 $457k 2.9k 158.66
Marathon Petroleum Corp (MPC) 0.0 $452k 2.3k 193.14
Costco Wholesale Corporation (COST) 0.0 $448k 490.00 914.60
Southern First Bancshares (SFST) 0.0 $441k 10k 43.92
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $433k 16k 27.41
Sap Se Spon Adr (SAP) 0.0 $425k 1.6k 270.53
Astrazeneca Sponsored Adr (AZN) 0.0 $414k 4.8k 85.31
Anavex Life Sciences Corp Com New (AVXL) 0.0 $403k 41k 9.96
Blackrock (BLK) 0.0 $394k 340.00 1159.78
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $394k 23k 16.80
Ishares Tr Msci Eafe Etf (EFA) 0.0 $387k 4.1k 95.08
UnitedHealth (UNH) 0.0 $374k 1.0k 360.22
Purecycle Technologies (PCT) 0.0 $368k 27k 13.59
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $366k 1.9k 188.03
Equifax (EFX) 0.0 $345k 1.5k 236.67
Shell Spon Ads (SHEL) 0.0 $337k 4.6k 73.21
Intel Corporation (INTC) 0.0 $327k 8.9k 36.83
Novo-nordisk A S Adr (NVO) 0.0 $322k 5.4k 59.63
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $321k 2.3k 140.90
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $321k 4.7k 68.71
Bain Cap Specialty Fin Com Stk (BCSF) 0.0 $309k 22k 14.05
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $308k 1.3k 237.86
TJX Companies (TJX) 0.0 $308k 2.2k 141.33
First Horizon National Corporation (FHN) 0.0 $308k 14k 22.56
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $291k 2.4k 120.92
Enterprise Products Partners (EPD) 0.0 $284k 9.0k 31.66
Vanguard Index Fds Small Cp Etf (VB) 0.0 $282k 1.1k 257.91
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $278k 3.6k 77.71
Arthur J. Gallagher & Co. (AJG) 0.0 $278k 895.00 310.59
Schlumberger Com Stk (SLB) 0.0 $276k 8.0k 34.26
Thermo Fisher Scientific (TMO) 0.0 $274k 505.00 543.35
CRH Ord (CRH) 0.0 $274k 2.3k 119.96
Honeywell International (HON) 0.0 $270k 1.3k 209.10
Ishares Tr Core Msci Eafe (IEFA) 0.0 $263k 3.0k 88.84
Rio Tinto Sponsored Adr (RIO) 0.0 $261k 3.9k 66.11
Vanguard World Inf Tech Etf (VGT) 0.0 $260k 344.00 756.41
Vertiv Holdings Com Cl A (VRT) 0.0 $260k 1.6k 160.25
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $253k 2.1k 121.06
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $253k 55k 4.59
American Express Company (AXP) 0.0 $252k 762.00 330.35
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $250k 2.6k 95.15
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $250k 13k 20.01
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $249k 3.8k 65.76
United Parcel Service CL B (UPS) 0.0 $248k 2.9k 86.79
Toyota Motor Corp Ads (TM) 0.0 $248k 1.3k 194.59
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $247k 3.3k 74.30
Northrop Grumman Corporation (NOC) 0.0 $243k 398.00 609.54
Hldgs (UAL) 0.0 $232k 2.4k 95.33
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $229k 8.6k 26.52
Linde SHS (LIN) 0.0 $225k 483.00 466.73
Icici Bank Adr (IBN) 0.0 $222k 7.2k 30.76
General Dynamics Corporation (GD) 0.0 $221k 644.00 343.62
Arch Cap Group Ord (ACGL) 0.0 $219k 2.4k 90.79
Icon SHS (ICLR) 0.0 $219k 1.1k 193.89
Prudential Financial (PRU) 0.0 $212k 2.0k 104.02
Walt Disney Company (DIS) 0.0 $208k 1.8k 112.49
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $207k 994.00 207.84
United Microelectronics Corp Spon Adr New (UMC) 0.0 $206k 29k 7.25
Snowflake Com Shs (SNOW) 0.0 $206k 874.00 235.09
British Amern Tob Sponsored Adr (BTI) 0.0 $202k 3.9k 51.24
Hdfc Bank Sponsored Ads (HDB) 0.0 $202k 5.9k 34.25
Diageo Spon Adr New (DEO) 0.0 $200k 2.1k 96.28
Huntsman Corporation (HUN) 0.0 $140k 15k 9.31
Atlantic American Corporation (AAME) 0.0 $122k 44k 2.77
Sight Sciences (SGHT) 0.0 $118k 36k 3.29
Opendoor Technologies Put Option (OPEN) 0.0 $1.6k 11k 0.15