Foster Victor Wealth Advisors

Foster Victor Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for Foster Victor Wealth Advisors

Foster Victor Wealth Advisors holds 231 positions in its portfolio as reported in the December 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 $58M 292k 198.37
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.7 $46M 74k 621.26
Amazon (AMZN) 2.5 $44M 182k 239.12
Alphabet Cap Stk Cl A (GOOGL) 2.1 $35M 107k 330.00
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.0 $34M 1.2M 27.33
Lam Research Corp Com New (LRCX) 2.0 $34M 150k 222.96
Microsoft Corporation (MSFT) 1.9 $33M 72k 459.86
Ishares Tr Msci Intl Qualty (IQLT) 1.8 $31M 655k 47.25
Nasdaq Omx (NDAQ) 1.8 $31M 303k 100.98
Mastercard Incorporated Cl A (MA) 1.7 $29M 54k 539.49
Qualcomm (QCOM) 1.5 $26M 164k 159.42
Ss&c Technologies Holding (SSNC) 1.5 $25M 295k 85.78
Lpl Financial Holdings (LPLA) 1.4 $25M 65k 378.62
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.4 $24M 396k 61.67
S&p Global (SPGI) 1.4 $24M 44k 546.34
Freeport-mcmoran CL B (FCX) 1.3 $23M 392k 58.71
Steris Shs Usd (STE) 1.3 $23M 86k 268.65
Halliburton Company (HAL) 1.2 $21M 633k 32.57
Amgen (AMGN) 1.2 $20M 61k 330.41
Emerson Electric (EMR) 1.2 $20M 134k 149.46
Philip Morris International (PM) 1.2 $20M 115k 173.62
Johnson & Johnson (JNJ) 1.1 $20M 90k 218.66
O'reilly Automotive (ORLY) 1.1 $20M 206k 94.70
Valero Energy Corporation (VLO) 1.1 $19M 106k 183.46
GSK Sponsored Adr (GSK) 1.1 $19M 391k 48.22
Danaher Corporation (DHR) 1.1 $19M 80k 235.99
Boston Scientific Corporation (BSX) 1.1 $19M 213k 88.07
Garmin SHS (GRMN) 1.1 $18M 86k 211.80
Broadcom (AVGO) 1.1 $18M 52k 351.71
Meta Platforms Cl A (META) 1.1 $18M 29k 620.25
Oneok (OKE) 1.0 $18M 242k 74.40
Cisco Systems (CSCO) 1.0 $18M 239k 75.19
Cummins (CMI) 1.0 $18M 31k 578.94
Pfizer (PFE) 1.0 $18M 696k 25.65
Wal-Mart Stores (WMT) 1.0 $18M 147k 119.70
Home Depot (HD) 1.0 $18M 46k 380.17
Abbvie (ABBV) 1.0 $17M 81k 214.35
Lockheed Martin Corporation (LMT) 1.0 $17M 30k 582.43
International Business Machines (IBM) 1.0 $17M 56k 305.67
Citigroup Com New (C) 1.0 $17M 143k 118.04
Apple (AAPL) 1.0 $17M 66k 255.53
Canadian Pacific Kansas City (CP) 1.0 $17M 228k 72.52
Masco Corporation (MAS) 1.0 $16M 233k 70.47
Booking Holdings (BKNG) 1.0 $16M 3.2k 5116.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $16M 32k 493.29
Adobe Systems Incorporated (ADBE) 0.9 $16M 54k 296.12
salesforce (CRM) 0.9 $16M 69k 227.11
Bj's Wholesale Club Holdings (BJ) 0.9 $16M 167k 93.40
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $15M 303k 50.60
Merck & Co (MRK) 0.9 $15M 135k 108.83
Cognex Corporation (CGNX) 0.9 $15M 358k 40.92
Vertex Pharmaceuticals Incorporated (VRTX) 0.8 $15M 33k 441.36
Pepsi (PEP) 0.8 $15M 99k 146.32
Cameco Corporation (CCJ) 0.8 $14M 123k 116.44
Enbridge (ENB) 0.8 $14M 286k 47.59
Hershey Company (HSY) 0.8 $14M 68k 197.76
Uber Technologies (UBER) 0.8 $13M 157k 84.85
Chevron Corporation (CVX) 0.8 $13M 79k 166.26
CoStar (CSGP) 0.8 $13M 198k 65.34
Cigna Corp (CI) 0.7 $13M 46k 272.21
Blue Owl Capital Com Cl A (OWL) 0.7 $13M 786k 15.93
MetLife (MET) 0.7 $12M 153k 76.77
Visa Com Cl A (V) 0.6 $11M 33k 328.30
Nike CL B (NKE) 0.6 $11M 164k 64.38
Becton, Dickinson and (BDX) 0.6 $10M 50k 207.11
Carrier Global Corporation (CARR) 0.6 $10M 184k 56.19
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $10M 356k 28.90
Coca-Cola Company (KO) 0.6 $10M 142k 70.44
Us Bancorp Del Com New (USB) 0.6 $9.6M 177k 54.40
Nxp Semiconductors N V (NXPI) 0.6 $9.5M 40k 237.11
Chipotle Mexican Grill (CMG) 0.6 $9.5M 237k 39.96
Regions Financial Corporation (RF) 0.5 $9.5M 340k 27.77
Magnolia Oil & Gas Corp Cl A (MGY) 0.5 $9.4M 417k 22.60
Boeing Company (BA) 0.5 $9.4M 38k 247.68
Nextera Energy (NEE) 0.5 $9.3M 112k 83.63
Verizon Communications (VZ) 0.5 $9.3M 240k 38.91
Medtronic SHS (MDT) 0.5 $9.3M 96k 96.76
Procter & Gamble Company (PG) 0.5 $9.3M 64k 144.53
Huntington Bancshares Incorporated (HBAN) 0.5 $9.2M 511k 18.02
Paypal Holdings (PYPL) 0.5 $9.0M 159k 56.89
Gxo Logistics Incorporated Common Stock (GXO) 0.5 $8.9M 157k 56.54
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $8.5M 13k 636.07
Genuine Parts Company (GPC) 0.5 $8.4M 62k 136.94
Realty Income (O) 0.5 $8.2M 134k 61.42
PPL Corporation (PPL) 0.5 $8.2M 223k 36.83
Southern Company (SO) 0.5 $8.1M 92k 88.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $8.0M 12k 691.65
Digital Realty Trust (DLR) 0.4 $7.7M 47k 163.60
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $7.5M 233k 32.36
Roper Industries (ROP) 0.4 $7.2M 17k 416.14
Peak (DOC) 0.4 $7.2M 404k 17.83
Royalty Pharma Shs Class A (RPRX) 0.4 $7.1M 181k 39.55
EOG Resources (EOG) 0.4 $7.0M 67k 105.32
NVIDIA Corporation (NVDA) 0.4 $6.9M 37k 186.23
Mondelez Intl Cl A (MDLZ) 0.4 $6.7M 117k 57.24
Oracle Corporation (ORCL) 0.4 $6.6M 35k 191.09
Spdr Series Trust State Street Spd (SPTL) 0.3 $5.2M 196k 26.60
Spdr Series Trust State Street Spd (SPIB) 0.3 $5.2M 153k 33.83
Comcast Corp Cl A (CMCSA) 0.3 $5.0M 181k 27.82
Ishares Tr Core Msci Total (IXUS) 0.3 $4.9M 55k 88.21
JPMorgan Chase & Co. (JPM) 0.3 $4.4M 14k 312.47
First Solar (FSLR) 0.2 $4.2M 17k 243.73
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $4.1M 135k 30.54
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $4.0M 13k 300.38
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.2 $4.0M 59k 68.22
Ishares Msci Emerg Mrkt (EEMV) 0.2 $4.0M 60k 66.14
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $3.8M 64k 59.79
Dbx Etf Tr Xtrack Msci Eurp (DBEU) 0.2 $3.6M 72k 50.04
Truist Financial Corp equities (TFC) 0.2 $3.0M 60k 49.99
Republic Services (RSG) 0.2 $2.8M 13k 210.96
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $2.8M 8.1k 341.85
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.2 $2.7M 49k 54.07
Alphabet Cap Stk Cl C (GOOG) 0.1 $2.5M 7.6k 330.35
Eli Lilly & Co. (LLY) 0.1 $2.4M 2.3k 1038.37
Hubbell (HUBB) 0.1 $1.7M 3.5k 489.38
Exxon Mobil Corporation (XOM) 0.1 $1.7M 13k 129.89
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.7M 13k 128.62
Tesla Motors (TSLA) 0.1 $1.6M 3.6k 437.50
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $1.4M 16k 87.37
Electronic Arts (EA) 0.1 $1.4M 6.8k 204.24
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.3M 52k 24.36
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.1M 3.1k 342.41
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.0M 4.7k 225.64
Asml Holding N V N Y Registry Shs (ASML) 0.1 $1.0M 765.00 1359.26
United Bankshares (UBSI) 0.1 $1.0M 25k 41.22
Duke Energy Corp Com New (DUK) 0.1 $1.0M 8.5k 119.22
Sonoco Products Company (SON) 0.1 $999k 21k 48.71
PNC Financial Services (PNC) 0.1 $939k 4.2k 223.18
Palantir Technologies Cl A (PLTR) 0.1 $929k 5.4k 170.96
Ge Aerospace Com New (GE) 0.1 $873k 2.7k 325.14
Spdr Series Trust State Street Spd (MDYG) 0.0 $853k 8.6k 98.69
Oklo Com Cl A (OKLO) 0.0 $850k 9.0k 94.95
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $828k 31k 26.74
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $819k 14k 58.92
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $798k 14k 58.41
Welltower Inc Com reit (WELL) 0.0 $783k 4.1k 191.38
Ishares Tr Core S&p500 Etf (IVV) 0.0 $776k 1.1k 694.41
Rithm Capital Corp Com New (RITM) 0.0 $744k 63k 11.76
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $741k 1.00 740750.00
Sherwin-Williams Company (SHW) 0.0 $719k 2.0k 357.83
Raytheon Technologies Corp (RTX) 0.0 $716k 3.5k 201.93
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $700k 17k 40.69
Paycom Software (PAYC) 0.0 $695k 4.7k 148.41
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) 0.0 $687k 12k 55.26
Lowe's Companies (LOW) 0.0 $672k 2.4k 277.54
Spdr Series Trust State Street Spd (SLYG) 0.0 $672k 6.7k 100.73
Blackstone Group Inc Com Cl A (BX) 0.0 $653k 4.0k 163.51
Spdr Gold Tr Gold Shs (GLD) 0.0 $616k 1.5k 421.29
Bank of America Corporation (BAC) 0.0 $612k 12k 52.97
Linde SHS (LIN) 0.0 $608k 1.4k 439.11
Astrazeneca Sponsored Adr 0.0 $556k 5.9k 94.39
Ishares U S Etf Tr Short Duration B (NEAR) 0.0 $553k 11k 51.10
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.0 $547k 27k 20.13
Bloom Energy Corp Com Cl A (BE) 0.0 $532k 3.6k 149.50
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $522k 3.5k 148.86
British Amern Tob Sponsored Adr (BTI) 0.0 $520k 8.9k 58.22
Targa Res Corp (TRGP) 0.0 $518k 2.8k 185.35
Southern First Bancshares (SFST) 0.0 $518k 9.3k 55.70
Ishares Tr Intl Eqty Factor (INTF) 0.0 $517k 13k 39.06
Caterpillar (CAT) 0.0 $516k 798.00 646.89
Sap Se Spon Adr (SAP) 0.0 $506k 2.2k 233.58
Marathon Petroleum Corp (MPC) 0.0 $503k 2.9k 175.63
McDonald's Corporation (MCD) 0.0 $492k 1.6k 307.33
Vanguard Index Fds Growth Etf (VUG) 0.0 $489k 1.0k 484.89
Williams Companies (WMB) 0.0 $485k 7.9k 61.55
Abbott Laboratories (ABT) 0.0 $451k 3.7k 121.76
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 0.0 $444k 9.6k 46.28
Costco Wholesale Corporation (COST) 0.0 $444k 461.00 962.82
Norfolk Southern (NSC) 0.0 $436k 1.5k 290.63
Icici Bank Adr (IBN) 0.0 $428k 14k 30.87
Intel Corporation (INTC) 0.0 $417k 8.9k 46.96
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $406k 8.6k 47.36
Shell Spon Ads (SHEL) 0.0 $403k 5.4k 74.25
Bain Cap Specialty Fin Com Stk (BCSF) 0.0 $403k 29k 13.75
Hdfc Bank Sponsored Ads (HDB) 0.0 $403k 12k 32.65
Blackrock (BLK) 0.0 $399k 343.00 1162.28
Ishares Tr Msci Eafe Etf (EFA) 0.0 $398k 4.0k 99.52
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $397k 13k 31.76
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $391k 23k 17.35
Toyota Motor Corp Ads (TM) 0.0 $389k 1.7k 231.37
SLB Com Stk (SLB) 0.0 $387k 8.3k 46.73
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $385k 2.3k 165.41
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $385k 70k 5.49
SYNNEX Corporation (SNX) 0.0 $383k 2.6k 150.00
Rio Tinto Sponsored Adr (RIO) 0.0 $374k 4.4k 85.13
Purecycle Technologies (PCT) 0.0 $365k 31k 11.76
United Microelectronics Corp Spon Adr New (UMC) 0.0 $359k 39k 9.30
Novo-nordisk A S Adr (NVO) 0.0 $353k 5.7k 62.33
Fluor Corporation (FLR) 0.0 $351k 8.0k 43.97
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $338k 2.3k 148.27
CRH Ord (CRH) 0.0 $337k 2.7k 122.97
First Horizon National Corporation (FHN) 0.0 $334k 14k 24.12
TJX Companies (TJX) 0.0 $328k 2.1k 157.38
Equifax (EFX) 0.0 $320k 1.5k 219.57
Select Sector Spdr Tr State Street Con (XLY) 0.0 $317k 2.6k 122.30
Thermo Fisher Scientific (TMO) 0.0 $313k 505.00 618.75
Vanguard Index Fds Small Cp Etf (VB) 0.0 $301k 1.1k 275.50
Vanguard World Inf Tech Etf (VGT) 0.0 $299k 394.00 758.08
Icon SHS (ICLR) 0.0 $287k 1.6k 182.57
Vertiv Holdings Com Cl A (VRT) 0.0 $287k 1.6k 176.90
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $286k 3.5k 80.83
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $286k 2.3k 123.93
Enterprise Products Partners (EPD) 0.0 $285k 8.7k 32.90
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $282k 1.3k 217.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $280k 4.3k 65.14
Ishares Tr Core Msci Eafe (IEFA) 0.0 $275k 3.0k 92.75
Micron Technology (MU) 0.0 $270k 745.00 362.75
Northrop Grumman Corporation (NOC) 0.0 $268k 402.00 666.90
American Express Company (AXP) 0.0 $268k 733.00 365.03
Honeywell International (HON) 0.0 $268k 1.2k 219.46
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $266k 3.8k 70.06
UnitedHealth (UNH) 0.0 $257k 777.00 331.02
Prudential Financial (PRU) 0.0 $257k 2.3k 111.69
Hldgs (UAL) 0.0 $256k 2.3k 113.49
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $253k 2.9k 87.80
Diageo Spon Adr New (DEO) 0.0 $251k 2.8k 88.57
Pinnacle Financial Partners 0.0 $250k 2.5k 98.44
MercadoLibre (MELI) 0.0 $249k 120.00 2071.02
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $249k 2.6k 94.42
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $239k 3.2k 74.20
General Dynamics Corporation (GD) 0.0 $238k 647.00 367.38
Ge Vernova (GEV) 0.0 $234k 343.00 681.57
Morgan Stanley Com New (MS) 0.0 $233k 1.2k 189.10
Arthur J. Gallagher & Co. (AJG) 0.0 $233k 900.00 258.38
Sight Sciences (SGHT) 0.0 $232k 36k 6.47
Warrior Met Coal (HCC) 0.0 $232k 2.3k 100.07
United Parcel Service CL B (UPS) 0.0 $201k 1.9k 106.93
Anavex Life Sciences Corp Com New (AVXL) 0.0 $200k 40k 5.01
Huntsman Corporation (HUN) 0.0 $195k 16k 11.91
Atlantic American Corporation (AAME) 0.0 $132k 44k 2.99
Aeye Cl A New (LIDR) 0.0 $21k 11k 2.01