Foster Victor Wealth Advisors

Foster Victor Wealth Advisors as of June 30, 2026

Portfolio Holdings for Foster Victor Wealth Advisors

Foster Victor Wealth Advisors holds 252 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 3.5 $67M 307k 218.60
Alphabet Cap Stk Cl A (GOOGL) 2.7 $52M 145k 359.51
Amazon (AMZN) 2.2 $43M 172k 247.49
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.2 $43M 1.4M 29.63
Lam Research Corp Com New (LRCX) 1.9 $35M 102k 346.10
Apple (AAPL) 1.9 $35M 112k 314.86
Ishares Tr Msci Intl Qualty (IQLT) 1.8 $34M 698k 49.36
Microsoft Corporation (MSFT) 1.5 $29M 75k 384.93
Valero Energy Corporation (VLO) 1.4 $28M 91k 301.43
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $28M 38k 719.69
Mastercard Incorporated Cl A (MA) 1.4 $27M 50k 538.02
Cisco Systems (CSCO) 1.3 $26M 220k 117.09
Oneok (OKE) 1.3 $25M 274k 91.90
Advanced Micro Devices (AMD) 1.3 $24M 44k 548.13
Canadian Pacific Kansas City (CP) 1.3 $24M 263k 91.35
Amgen (AMGN) 1.2 $23M 65k 355.25
Abbvie (ABBV) 1.2 $23M 94k 244.78
NVIDIA Corporation (NVDA) 1.2 $23M 108k 211.80
Philip Morris International (PM) 1.2 $23M 129k 175.95
Johnson & Johnson (JNJ) 1.1 $22M 85k 253.85
Emerson Electric (EMR) 1.1 $21M 158k 136.09
GSK Sponsored Adr (GSK) 1.1 $21M 414k 51.25
Masco Corporation (MAS) 1.1 $21M 264k 77.85
Garmin SHS (GRMN) 1.1 $20M 84k 241.39
Meta Platforms Cl A (META) 1.1 $20M 30k 661.05
Citigroup Com New (C) 1.1 $20M 150k 133.27
Pfizer (PFE) 1.0 $20M 819k 24.25
Qualcomm (QCOM) 1.0 $19M 107k 178.10
Freeport Mcmoran CL B (FCX) 1.0 $19M 303k 61.95
Steris Shs Usd (STE) 1.0 $19M 90k 208.73
Home Depot (HD) 1.0 $19M 55k 337.74
Broadcom (AVGO) 1.0 $18M 47k 389.11
Eli Lilly & Co. (LLY) 1.0 $18M 16k 1152.56
Dell Technologies CL C (DELL) 0.9 $18M 39k 457.54
O'reilly Automotive (ORLY) 0.9 $18M 208k 85.75
Enbridge (ENB) 0.9 $18M 315k 55.89
Carrier Global Corporation (CARR) 0.9 $18M 251k 69.76
Lockheed Martin Corporation (LMT) 0.9 $17M 33k 515.00
salesforce (CRM) 0.9 $17M 102k 167.56
Blue Owl Capital Com Cl A (OWL) 0.9 $17M 1.8M 9.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $17M 35k 491.09
Wal-Mart Stores (WMT) 0.9 $17M 149k 113.70
Lpl Financial Holdings (LPLA) 0.9 $17M 52k 321.35
Bj's Wholesale Club Holdings (BJ) 0.9 $17M 188k 89.71
Booking Holdings (BKNG) 0.9 $17M 95k 174.85
Cigna Corp (CI) 0.9 $17M 55k 303.35
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.9 $17M 259k 63.83
Cummins (CMI) 0.9 $16M 24k 675.55
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $16M 326k 50.29
Pepsi (PEP) 0.9 $16M 120k 135.45
Chevron Corporation (CVX) 0.9 $16M 89k 181.76
Reddit Cl A (RDDT) 0.8 $16M 78k 203.27
Uber Technologies (UBER) 0.8 $16M 215k 72.08
Nasdaq Omx (NDAQ) 0.8 $15M 175k 88.01
Bank of America Corporation (BAC) 0.8 $15M 254k 60.62
MetLife (MET) 0.8 $15M 166k 92.54
Vertex Pharmaceuticals Incorporated (VRTX) 0.8 $15M 32k 476.31
International Business Machines (IBM) 0.8 $15M 69k 217.07
Verizon Communications (VZ) 0.8 $15M 349k 42.47
Merck & Co (MRK) 0.8 $15M 122k 120.78
American Electric Power Company (AEP) 0.8 $15M 109k 134.94
Halliburton Company (HAL) 0.8 $14M 403k 35.42
Ishares Tr S&p 500 Val Etf (IVE) 0.7 $14M 62k 229.94
Hershey Company (HSY) 0.7 $13M 77k 171.46
Cognex Corporation (CGNX) 0.7 $13M 203k 65.03
Boeing Company (BA) 0.7 $13M 57k 217.11
Procter & Gamble Company (PG) 0.6 $12M 85k 146.08
Ss&c Technologies Holding (SSNC) 0.6 $12M 181k 66.79
Us Bancorp Com New (USB) 0.6 $12M 192k 62.14
Royalty Pharma Shs Class A (RPRX) 0.6 $12M 214k 55.67
Peak (DOC) 0.6 $12M 548k 21.66
Netflix (NFLX) 0.6 $12M 160k 73.53
Regions Financial Corporation (RF) 0.6 $12M 372k 30.92
At&t (T) 0.6 $11M 532k 21.28
L3harris Technologies (LHX) 0.6 $11M 38k 290.01
Eaton Corp SHS (ETN) 0.6 $11M 26k 415.52
Nextera Energy (NEE) 0.6 $11M 121k 89.54
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $11M 14k 751.82
EOG Resources (EOG) 0.6 $11M 77k 138.01
Huntington Bancshares Incorporated (HBAN) 0.6 $11M 596k 17.85
Texas Instruments Incorporated (TXN) 0.5 $10M 34k 305.55
Southern Company (SO) 0.5 $10M 106k 95.96
Cameco Corporation (CCJ) 0.5 $10M 110k 91.57
S&p Global (SPGI) 0.5 $10M 23k 438.87
Servicenow (NOW) 0.5 $9.9M 95k 104.85
Realty Income (O) 0.5 $9.9M 155k 63.77
ConocoPhillips (COP) 0.5 $9.6M 86k 111.87
PPL Corporation (PPL) 0.5 $9.5M 264k 36.10
Mondelez Intl Cl A (MDLZ) 0.5 $9.4M 161k 58.80
Digital Realty Trust (DLR) 0.5 $9.3M 54k 173.11
Becton, Dickinson and (BDX) 0.5 $9.1M 61k 150.65
Sprouts Fmrs Mkt (SFM) 0.5 $9.1M 121k 75.35
Medtronic SHS (MDT) 0.5 $8.9M 112k 79.30
Genuine Parts Company (GPC) 0.5 $8.9M 73k 122.16
Gxo Logistics Incorporated Common Stock (GXO) 0.5 $8.6M 174k 49.67
Coca-Cola Company (KO) 0.5 $8.6M 104k 83.08
Analog Devices (ADI) 0.4 $8.4M 22k 392.75
Adobe Systems Incorporated (ADBE) 0.4 $7.7M 35k 220.78
Intuitive Surgical Com New (ISRG) 0.4 $7.5M 20k 379.50
Magnolia Oil & Gas Corp Cl A (MGY) 0.4 $7.1M 265k 26.68
Spdr Series Trust St Lon Treas Etf (SPTL) 0.3 $6.6M 258k 25.61
Spdr Series Trust St Inter Bd Etf (SPIB) 0.3 $6.4M 194k 33.21
JPMorgan Chase & Co. (JPM) 0.2 $4.7M 14k 342.88
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $4.5M 78k 58.55
Spdr Index Shs Fds St Dow Globa Etf (RWO) 0.2 $4.2M 83k 50.28
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $4.2M 52k 80.84
Ishares Msci Emerg Mrkt (EEMV) 0.2 $4.1M 56k 72.78
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $4.0M 116k 34.57
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $3.9M 115k 34.20
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $3.8M 107k 35.57
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $3.6M 12k 296.31
Alphabet Cap Stk Cl C (GOOG) 0.2 $3.6M 10k 357.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $3.6M 5.2k 691.06
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $3.4M 97k 34.58
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.2 $3.1M 59k 52.98
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $3.1M 8.4k 371.16
Truist Financial Corp equities (TFC) 0.2 $3.1M 59k 51.95
Republic Services (RSG) 0.1 $2.5M 12k 220.03
Tesla Motors (TSLA) 0.1 $1.9M 4.8k 396.17
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.9M 59k 32.20
Exxon Mobil Corporation (XOM) 0.1 $1.9M 13k 145.10
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.9M 13k 145.38
Hubbell (HUBB) 0.1 $1.7M 3.5k 483.95
Schwab Strategic Tr Fund Em Equi Etf (FNDE) 0.1 $1.7M 42k 40.44
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $1.5M 3.6k 420.44
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.1 $1.5M 11k 136.08
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $1.4M 16k 90.03
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $1.4M 800.00 1774.85
Oracle Corporation (ORCL) 0.1 $1.3M 10k 127.94
United Bankshares (UBSI) 0.1 $1.2M 25k 46.19
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.1M 47k 24.08
Electronic Arts (EA) 0.1 $1.1M 5.4k 206.65
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $1.1M 18k 60.19
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.1M 4.7k 237.30
Sonoco Products Company (SON) 0.1 $1.1M 20k 53.20
United Microelectronics Corp Spon Adr New (UMC) 0.1 $1.0M 44k 23.84
Duke Energy Corp Com New (DUK) 0.1 $995k 7.9k 126.37
Linde SHS (LIN) 0.1 $994k 1.9k 522.48
Welltower Inc Com reit (WELL) 0.1 $960k 4.1k 236.00
Ge Aerospace Com New (GE) 0.1 $955k 2.7k 353.68
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $940k 32k 29.07
Caterpillar (CAT) 0.0 $920k 986.00 933.40
Marathon Petroleum Corp (MPC) 0.0 $893k 2.9k 303.40
Bloom Energy Corp Com Cl A (BE) 0.0 $867k 3.6k 243.40
Spdr Series Trust ST STR SP400GRW (MDYG) 0.0 $863k 8.0k 108.42
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $853k 12k 70.60
Palantir Technologies Cl A (PLTR) 0.0 $848k 6.3k 133.73
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $828k 15k 56.58
Visa Com Cl A (V) 0.0 $805k 2.3k 355.98
Targa Res Corp (TRGP) 0.0 $788k 2.8k 281.60
Ishares Tr Core S&p500 Etf (IVV) 0.0 $787k 1.0k 755.05
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.0 $769k 17k 44.47
Paycom Software (PAYC) 0.0 $768k 5.3k 143.67
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $737k 1.00 737000.00
PNC Financial Services (PNC) 0.0 $727k 2.9k 251.88
Spdr Series Trust St Str Sp600grwo (SLYG) 0.0 $709k 6.1k 115.60
Icici Bank Adr (IBN) 0.0 $689k 24k 29.00
British Amern Tob Sponsored Adr (BTI) 0.0 $686k 12k 58.20
Sherwin-Williams Company (SHW) 0.0 $672k 2.0k 328.50
Astrazeneca Ord (AZN) 0.0 $642k 3.9k 164.52
Raytheon Technologies Corp (RTX) 0.0 $640k 3.3k 193.38
Hdfc Bank Sponsored Ads (HDB) 0.0 $624k 24k 25.97
Williams Companies (WMB) 0.0 $623k 8.2k 75.98
Southern First Bancshares (SFST) 0.0 $614k 10k 61.41
Rithm Capital Corp Com New (RITM) 0.0 $613k 66k 9.22
Putnam Etf Trust Focused Lar Cap (PVAL) 0.0 $610k 12k 51.73
Shell Spon Ads (SHEL) 0.0 $608k 7.2k 84.42
Harbor Etf Trust Long Term Grower (WINN) 0.0 $601k 18k 33.10
Nxp Semiconductors N V (NXPI) 0.0 $593k 2.1k 283.87
Novo-nordisk A S Adr (NVO) 0.0 $581k 12k 49.07
Vanguard Index Fds Growth Etf (VUG) 0.0 $566k 6.5k 86.96
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.0 $555k 28k 20.00
Ishares Tr Intl Eqty Factor (INTF) 0.0 $541k 13k 41.30
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $534k 12k 43.66
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $524k 4.8k 109.81
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $513k 87k 5.93
Norfolk Southern (NSC) 0.0 $495k 1.5k 326.83
Vertiv Holdings Com Cl A (VRT) 0.0 $495k 1.6k 303.57
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 0.0 $492k 9.6k 51.20
Lowe's Companies (LOW) 0.0 $488k 2.4k 207.70
SLB Com Stk (SLB) 0.0 $480k 10k 47.54
SYNNEX Corporation (SNX) 0.0 $480k 1.9k 252.96
Rio Tinto Sponsored Adr (RIO) 0.0 $468k 5.0k 93.30
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) 0.0 $464k 12k 37.29
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $458k 23k 20.07
Spdr Gold Tr Gold Shs (GLD) 0.0 $455k 1.2k 372.15
MercadoLibre (MELI) 0.0 $451k 240.00 1877.60
Diageo Spon Adr New (DEO) 0.0 $450k 5.6k 80.94
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $448k 2.8k 160.19
Costco Wholesale Corporation (COST) 0.0 $427k 463.00 921.23
Toyota Motor Corp Ads (TM) 0.0 $421k 2.4k 176.23
CRH Ord (CRH) 0.0 $420k 4.0k 103.92
Ge Vernova (GEV) 0.0 $416k 390.00 1066.13
Ishares Tr Msci Eafe Etf (EFA) 0.0 $411k 4.0k 103.97
McDonald's Corporation (MCD) 0.0 $410k 1.5k 268.96
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $407k 3.6k 112.32
Fluor Corporation (FLR) 0.0 $403k 7.9k 51.12
Bain Cap Specialty Fin Com Stk (BCSF) 0.0 $400k 31k 12.79
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $398k 13k 31.82
Sap Se Spon Adr (SAP) 0.0 $397k 2.6k 154.83
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $379k 2.3k 165.48
Intel Corporation (INTC) 0.0 $376k 3.5k 107.75
Corning Incorporated (GLW) 0.0 $372k 2.0k 187.60
Pbf Energy Cl A (PBF) 0.0 $365k 6.0k 60.89
Blackstone Group Inc Com Cl A (BX) 0.0 $360k 2.9k 124.57
First Horizon National Corporation (FHN) 0.0 $356k 14k 25.72
Blackrock (BLK) 0.0 $346k 338.00 1024.68
UnitedHealth (UNH) 0.0 $340k 801.00 424.96
Thermo Fisher Scientific (TMO) 0.0 $336k 629.00 534.10
Pinnacle Finl Partners (PNFP) 0.0 $333k 3.3k 100.62
Abbott Laboratories (ABT) 0.0 $329k 3.7k 88.95
TJX Companies (TJX) 0.0 $314k 2.1k 150.36
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.0 $300k 2.6k 115.90
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $299k 4.0k 75.57
Vanguard World Inf Tech Etf (VGT) 0.0 $295k 2.5k 117.13
Markel Corporation (MKL) 0.0 $292k 150.00 1943.22
Seadrill 2021 (SDRL) 0.0 $280k 6.5k 43.06
Ishares Tr Core Msci Eafe (IEFA) 0.0 $278k 2.9k 96.89
Morgan Stanley Com New (MS) 0.0 $274k 1.2k 227.63
American Express Company (AXP) 0.0 $274k 771.00 355.03
Hldgs (UAL) 0.0 $271k 2.3k 120.35
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $266k 3.7k 72.69
Enterprise Products Partners (EPD) 0.0 $261k 6.9k 37.73
Ishares Tr Msci Usa Min Etf (USMV) 0.0 $255k 2.6k 96.88
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $254k 3.1k 83.10
General Dynamics Corporation (GD) 0.0 $252k 682.00 369.50
Honeywell International (HON) 0.0 $248k 1.1k 222.68
Equifax (EFX) 0.0 $247k 1.5k 166.93
Nabors Industries SHS (NBR) 0.0 $243k 2.9k 83.55
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $242k 1.8k 137.89
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $238k 271.00 878.93
Fortinet (FTNT) 0.0 $238k 1.4k 166.83
Rbc Cad (RY) 0.0 $237k 1.1k 214.04
Hewlett Packard Enterprise (HPE) 0.0 $237k 4.8k 49.56
Prudential Financial (PRU) 0.0 $234k 2.0k 114.79
United Parcel Svcs CL B (UPS) 0.0 $232k 2.0k 113.65
Honeywell Aerospace (HONA) 0.0 $231k 1.1k 207.51
Arthur J. Gallagher & Co. (AJG) 0.0 $228k 897.00 253.84
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.0 $223k 3.1k 72.34
Fifth Third Ban (FITB) 0.0 $222k 3.9k 57.05
Torm Shs Cl A (TRMD) 0.0 $219k 7.5k 29.43
Vanguard Index Fds Small Cp Etf (VB) 0.0 $217k 730.00 296.80
Snowflake Com Shs (SNOW) 0.0 $216k 781.00 275.94
Boston Scientific Corporation (BSX) 0.0 $214k 5.0k 42.63
AFLAC Incorporated (AFL) 0.0 $210k 1.7k 122.05
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $205k 6.5k 31.44
Comfort Systems USA (FIX) 0.0 $204k 115.00 1775.10
Purecycle Technologies (PCT) 0.0 $203k 30k 6.76
Sight Sciences (SGHT) 0.0 $181k 36k 5.05
Anavex Life Sciences Corp Com New (AVXL) 0.0 $97k 40k 2.43
Atlantic American Corporation (AAME) 0.0 $72k 44k 1.63
Aeye Cl A New (LIDR) 0.0 $20k 16k 1.31