Foster Victor Wealth Advisors

Foster Victor Wealth Advisors as of March 31, 2026

Portfolio Holdings for Foster Victor Wealth Advisors

Foster Victor Wealth Advisors holds 242 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 3.4 $60M 296k 202.96
Amazon (AMZN) 2.7 $47M 188k 249.02
Alphabet Cap Stk Cl A (GOOGL) 2.7 $47M 141k 332.91
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.0 $35M 1.3M 27.37
Lam Research Corp Com New (LRCX) 1.9 $34M 123k 272.41
Ishares Tr Msci Intl Qualty (IQLT) 1.9 $33M 670k 49.34
Microsoft Corporation (MSFT) 1.7 $30M 76k 393.11
Apple (AAPL) 1.6 $29M 110k 258.83
Nasdaq Omx (NDAQ) 1.6 $29M 329k 86.71
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.4 $25M 409k 62.01
Mastercard Incorporated Cl A (MA) 1.4 $25M 49k 513.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $25M 40k 628.60
Valero Energy Corporation (VLO) 1.4 $25M 106k 235.58
Lpl Financial Holdings (LPLA) 1.4 $24M 75k 322.45
GSK Sponsored Adr (GSK) 1.3 $23M 395k 59.18
Oneok (OKE) 1.3 $23M 265k 84.84
Garmin SHS (GRMN) 1.3 $22M 84k 264.48
Halliburton Company (HAL) 1.3 $22M 584k 37.51
Cisco Systems (CSCO) 1.2 $22M 261k 82.61
Amgen (AMGN) 1.2 $21M 61k 350.95
Pfizer (PFE) 1.2 $21M 786k 27.11
Canadian Pacific Kansas City (CP) 1.2 $21M 258k 82.19
Steris Shs Usd (STE) 1.2 $20M 90k 224.83
Emerson Electric (EMR) 1.2 $20M 141k 144.56
Freeport Mcmoran CL B (FCX) 1.1 $20M 295k 68.27
Meta Platforms Cl A (META) 1.1 $20M 30k 662.49
Qualcomm (QCOM) 1.1 $20M 149k 132.84
Johnson & Johnson (JNJ) 1.1 $20M 82k 240.10
Philip Morris International (PM) 1.1 $20M 122k 159.47
Citigroup Com New (C) 1.1 $19M 148k 129.58
O'reilly Automotive (ORLY) 1.1 $19M 200k 93.52
Home Depot (HD) 1.1 $19M 54k 342.71
Wal-Mart Stores (WMT) 1.0 $18M 146k 125.05
Broadcom (AVGO) 1.0 $18M 48k 380.78
Abbvie (ABBV) 1.0 $18M 86k 210.26
Lockheed Martin Corporation (LMT) 1.0 $17M 28k 611.57
Pepsi (PEP) 1.0 $17M 110k 155.72
NVIDIA Corporation (NVDA) 1.0 $17M 86k 196.51
Danaher Corporation (DHR) 0.9 $17M 84k 198.61
Bj's Wholesale Club Holdings (BJ) 0.9 $17M 179k 91.72
Masco Corporation (MAS) 0.9 $16M 253k 64.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $16M 34k 477.54
Chevron Corporation (CVX) 0.9 $16M 87k 187.02
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.9 $16M 23k 694.45
Enbridge (ENB) 0.9 $16M 301k 52.99
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $16M 314k 50.34
Carrier Global Corporation (CARR) 0.9 $16M 242k 64.66
International Business Machines (IBM) 0.9 $16M 65k 240.27
Advanced Micro Devices (AMD) 0.9 $15M 61k 255.07
Uber Technologies (UBER) 0.8 $15M 203k 72.91
Cummins (CMI) 0.8 $15M 24k 615.57
Booking Holdings (BKNG) 0.8 $15M 81k 181.12
salesforce (CRM) 0.8 $15M 84k 171.31
Cigna Corp (CI) 0.8 $14M 52k 272.60
Merck & Co (MRK) 0.8 $14M 117k 119.96
Hershey Company (HSY) 0.8 $14M 70k 197.68
Vertex Pharmaceuticals Incorporated (VRTX) 0.8 $14M 31k 444.28
Blue Owl Capital Com Cl A (OWL) 0.8 $14M 1.5M 9.17
CoStar (CSGP) 0.7 $13M 341k 37.60
Ss&c Technologies Holding (SSNC) 0.7 $13M 181k 70.00
Boeing Company (BA) 0.7 $12M 55k 223.77
MetLife (MET) 0.7 $12M 161k 76.04
At&t (T) 0.7 $12M 474k 25.62
Magnolia Oil & Gas Corp Cl A (MGY) 0.7 $12M 424k 28.60
Cameco Corporation (CCJ) 0.7 $12M 105k 116.06
Verizon Communications (VZ) 0.7 $12M 259k 45.48
Cognex Corporation (CGNX) 0.7 $12M 210k 55.58
Netflix (NFLX) 0.6 $11M 106k 106.28
Procter & Gamble Company (PG) 0.6 $11M 74k 144.38
Nextera Energy (NEE) 0.6 $11M 115k 91.31
Us Bancorp Com New (USB) 0.6 $10M 183k 56.09
Royalty Pharma Shs Class A (RPRX) 0.6 $10M 207k 48.82
EOG Resources (EOG) 0.6 $10M 75k 133.59
Digital Realty Trust (DLR) 0.6 $9.9M 51k 195.79
Regions Financial Corporation (RF) 0.6 $9.8M 355k 27.75
S&p Global (SPGI) 0.5 $9.6M 23k 425.23
Medtronic SHS (MDT) 0.5 $9.6M 108k 88.12
Southern Company (SO) 0.5 $9.5M 99k 95.96
PPL Corporation (PPL) 0.5 $9.4M 238k 39.61
Realty Income (O) 0.5 $9.2M 144k 63.81
Gxo Logistics Incorporated Common Stock (GXO) 0.5 $9.1M 160k 56.78
Coca-Cola Company (KO) 0.5 $9.0M 119k 75.90
Eli Lilly & Co. (LLY) 0.5 $9.0M 9.8k 922.49
Huntington Bancshares Incorporated (HBAN) 0.5 $9.0M 543k 16.59
Eaton Corp SHS (ETN) 0.5 $8.9M 22k 401.90
Peak (DOC) 0.5 $8.9M 529k 16.87
Becton, Dickinson and (BDX) 0.5 $8.8M 56k 155.73
Mondelez Intl Cl A (MDLZ) 0.5 $8.4M 146k 57.84
Chipotle Mexican Grill (CMG) 0.5 $8.1M 231k 34.92
Adobe Systems Incorporated (ADBE) 0.5 $7.9M 34k 235.72
Dell Technologies CL C (DELL) 0.4 $7.6M 41k 184.51
Genuine Parts Company (GPC) 0.4 $7.6M 69k 109.90
Paypal Holdings (PYPL) 0.4 $7.0M 145k 47.97
Analog Devices (ADI) 0.4 $6.9M 20k 348.60
Texas Instruments Incorporated (TXN) 0.4 $6.8M 31k 218.87
Spdr Series Trust State Street Spd (SPTL) 0.4 $6.3M 238k 26.46
Spdr Series Trust State Street Spd (SPIB) 0.4 $6.1M 182k 33.69
Reddit Cl A (RDDT) 0.3 $5.4M 35k 154.54
JPMorgan Chase & Co. (JPM) 0.3 $4.5M 14k 311.12
Ishares Msci Emerg Mrkt (EEMV) 0.2 $4.2M 61k 69.08
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $4.2M 133k 31.43
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.2 $4.1M 55k 74.12
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $4.0M 67k 59.66
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $4.0M 13k 301.92
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $3.9M 122k 31.81
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $3.2M 102k 31.51
Republic Services (RSG) 0.2 $3.1M 15k 211.73
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.2 $3.1M 58k 53.98
Truist Financial Corp equities (TFC) 0.2 $3.0M 60k 49.53
Alphabet Cap Stk Cl C (GOOG) 0.2 $3.0M 9.0k 330.60
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $2.8M 8.1k 342.63
Exxon Mobil Corporation (XOM) 0.1 $2.0M 13k 149.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $2.0M 3.1k 638.45
Hubbell (HUBB) 0.1 $1.9M 3.5k 545.69
Tesla Motors (TSLA) 0.1 $1.7M 4.7k 364.20
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.7M 13k 132.44
Oracle Corporation (ORCL) 0.1 $1.6M 10k 163.00
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $1.5M 16k 93.45
Schwab Strategic Tr Fundamental Emer (FNDE) 0.1 $1.3M 32k 40.44
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.2M 50k 24.25
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $1.2M 3.0k 379.95
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.1M 1.6k 697.58
Sonoco Products Company (SON) 0.1 $1.1M 20k 54.86
Electronic Arts (EA) 0.1 $1.1M 5.5k 202.83
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $1.1M 720.00 1517.67
United Bankshares (UBSI) 0.1 $1.1M 25k 43.62
Duke Energy Corp Com New (DUK) 0.1 $1.1M 8.2k 129.78
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.0M 34k 30.71
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.0M 4.7k 223.87
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $1.0M 18k 58.38
Palantir Technologies Cl A (PLTR) 0.1 $912k 6.7k 135.70
Ge Aerospace Com New (GE) 0.0 $866k 2.7k 318.04
Welltower Inc Com reit (WELL) 0.0 $863k 4.1k 210.99
Spdr Series Trust State Street Spd (MDYG) 0.0 $858k 8.4k 102.66
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $853k 12k 68.89
Spdr Gold Tr Gold Shs (GLD) 0.0 $849k 1.9k 445.09
Linde SHS (LIN) 0.0 $848k 1.7k 499.58
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $818k 14k 57.84
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $817k 31k 26.82
Bloom Energy Corp Com Cl A (BE) 0.0 $779k 3.6k 219.03
Visa Com Cl A (V) 0.0 $778k 2.5k 311.39
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $717k 1.00 716783.00
Raytheon Technologies Corp (RTX) 0.0 $714k 3.5k 202.80
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $712k 17k 41.28
Spdr Series Trust State Street Spd (SLYG) 0.0 $695k 6.7k 104.31
Sherwin-Williams Company (SHW) 0.0 $670k 2.0k 333.60
PNC Financial Services (PNC) 0.0 $669k 3.0k 221.20
Targa Res Corp (TRGP) 0.0 $669k 2.8k 239.28
Rithm Capital Corp Com New (RITM) 0.0 $655k 65k 10.12
Astrazeneca Ord (AZN) 0.0 $651k 3.2k 203.85
Caterpillar (CAT) 0.0 $646k 813.00 794.25
Bank of America Corporation (BAC) 0.0 $645k 12k 53.35
Marathon Petroleum Corp (MPC) 0.0 $641k 2.9k 223.93
Shell Spon Ads (SHEL) 0.0 $633k 6.9k 91.36
Vertiv Holdings Com Cl A (VRT) 0.0 $615k 2.0k 310.48
Lowe's Companies (LOW) 0.0 $601k 2.4k 248.48
Intel Corporation (INTC) 0.0 $594k 9.3k 63.81
Williams Companies (WMB) 0.0 $567k 7.9k 71.44
Paycom Software (PAYC) 0.0 $563k 4.7k 119.84
Southern First Bancshares (SFST) 0.0 $556k 9.5k 58.85
British Amern Tob Sponsored Adr (BTI) 0.0 $553k 9.6k 57.51
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.0 $549k 27k 20.02
Ishares Tr Intl Eqty Factor (INTF) 0.0 $544k 13k 41.51
Honeywell International (HON) 0.0 $539k 2.3k 233.20
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) 0.0 $534k 12k 42.96
McDonald's Corporation (MCD) 0.0 $527k 1.7k 303.20
Icici Bank Adr (IBN) 0.0 $520k 18k 28.29
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $501k 4.9k 102.47
Vanguard Index Fds Growth Etf (VUG) 0.0 $483k 1.0k 476.63
Nxp Semiconductors N V (NXPI) 0.0 $477k 2.3k 209.89
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 0.0 $460k 9.6k 47.96
SYNNEX Corporation (SNX) 0.0 $455k 2.2k 204.71
Hdfc Bank Sponsored Ads (HDB) 0.0 $454k 17k 26.79
Costco Wholesale Corporation (COST) 0.0 $450k 462.00 974.12
Norfolk Southern (NSC) 0.0 $450k 1.5k 299.70
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $439k 9.6k 45.55
SLB Com Stk (SLB) 0.0 $435k 8.4k 51.49
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $425k 23k 18.73
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $424k 2.8k 153.11
Bain Cap Specialty Fin Com Stk (BCSF) 0.0 $420k 32k 13.01
Abbott Laboratories (ABT) 0.0 $420k 4.2k 101.05
Ishares Tr Msci Eafe Etf (EFA) 0.0 $409k 3.9k 103.63
Fluor Corporation (FLR) 0.0 $408k 8.3k 49.27
Rio Tinto Sponsored Adr (RIO) 0.0 $400k 4.1k 98.87
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $398k 71k 5.60
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $398k 2.7k 148.09
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $397k 13k 31.77
Toyota Motor Corp Ads (TM) 0.0 $396k 1.9k 211.55
Blackrock (BLK) 0.0 $387k 367.00 1053.83
United Microelectronics Corp Spon Adr New (UMC) 0.0 $383k 40k 9.59
Ge Vernova (GEV) 0.0 $378k 383.00 987.58
CRH Ord (CRH) 0.0 $376k 3.2k 117.40
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $371k 2.8k 131.36
Blackstone Group Inc Com Cl A (BX) 0.0 $361k 2.9k 126.32
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $358k 2.3k 153.63
Diageo Spon Adr New (DEO) 0.0 $344k 4.3k 80.50
Boston Scientific Corporation (BSX) 0.0 $341k 5.3k 63.82
TJX Companies (TJX) 0.0 $341k 2.1k 160.28
MercadoLibre (MELI) 0.0 $339k 184.00 1842.18
Corning Incorporated (GLW) 0.0 $335k 1.9k 172.78
First Horizon National Corporation (FHN) 0.0 $335k 14k 24.25
Novo-nordisk A S Adr (NVO) 0.0 $332k 8.4k 39.32
Vanguard Index Fds Small Cp Etf (VB) 0.0 $324k 1.2k 278.14
Sap Se Spon Adr (SAP) 0.0 $323k 1.9k 167.77
Enterprise Products Partners (EPD) 0.0 $316k 8.5k 37.25
Thermo Fisher Scientific (TMO) 0.0 $314k 595.00 527.24
Pinnacle Finl Partners (PNFP) 0.0 $309k 3.3k 93.71
Select Sector Spdr Tr State Street Con (XLY) 0.0 $302k 2.6k 116.44
UnitedHealth (UNH) 0.0 $294k 935.00 314.30
Vanguard World Inf Tech Etf (VGT) 0.0 $292k 379.00 769.14
Ishares Tr Core Msci Eafe (IEFA) 0.0 $288k 3.0k 96.73
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $283k 4.0k 71.58
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $281k 2.8k 100.51
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $279k 1.3k 217.55
Northrop Grumman Corporation (NOC) 0.0 $273k 402.00 680.13
Equifax (EFX) 0.0 $272k 1.5k 186.43
Morgan Stanley Com New (MS) 0.0 $271k 1.5k 183.35
General Dynamics Corporation (GD) 0.0 $260k 764.00 339.88
American Express Company (AXP) 0.0 $258k 789.00 326.83
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $256k 3.0k 83.96
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $250k 2.7k 92.14
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $247k 2.6k 93.67
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $242k 3.3k 73.98
Ishares U S Etf Tr Short Duration B (NEAR) 0.0 $236k 4.6k 50.88
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $233k 2.8k 82.81
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $231k 1.9k 124.69
Prudential Financial (PRU) 0.0 $227k 2.3k 98.76
American Electric Power Company (AEP) 0.0 $225k 1.7k 135.45
Ishares Tr Russell 2000 Etf (IWM) 0.0 $224k 833.00 268.72
Cheniere Energy Com New (LNG) 0.0 $223k 860.00 259.68
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $222k 3.0k 73.62
Torm Shs Cl A (TRMD) 0.0 $220k 7.5k 29.50
Hldgs (UAL) 0.0 $219k 2.3k 97.20
Arthur J. Gallagher & Co. (AJG) 0.0 $214k 971.00 219.86
Purecycle Technologies (PCT) 0.0 $209k 31k 6.73
United Parcel Svcs CL B (UPS) 0.0 $203k 2.0k 103.20
Fifth Third Ban (FITB) 0.0 $203k 4.1k 49.77
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $201k 6.9k 28.98
Sight Sciences (SGHT) 0.0 $137k 36k 3.82
Anavex Life Sciences Corp Com New (AVXL) 0.0 $125k 40k 3.12
Atlantic American Corporation (AAME) 0.0 $111k 44k 2.53
Aeye Cl A New (LIDR) 0.0 $22k 14k 1.65