Institutions / Foster Victor Wealth Advisors, LLC
Foster Victor Wealth Advisors, LLC
CIK 1769063 · Institution · as of Dec 31, 2025
Portfolio value
$1.72B
Positions
231
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 231 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $57.86M | 3.4% |
| Invesco Qqq Tr | $45.82M | 2.7% |
| Amazon.com Inc | $43.53M | 2.5% |
| Alphabet Inc. | $35.45M | 2.1% |
| Schwab Strategic Tr | $34.12M | 2.0% |
| Lam Research Corp | $33.54M | 2.0% |
| Microsoft Corp | $33.31M | 1.9% |
| iShares Tr | $30.96M | 1.8% |
| NASDAQ, Inc. | $30.56M | 1.8% |
| Mastercard Inc | $28.93M | 1.7% |
| Qualcomm INC/DE | $26.10M | 1.5% |
| SS&C Technologies Holdings, Inc. | $25.34M | 1.5% |
| LPL Financial Holdings Inc. | $24.73M | 1.4% |
| Pacer Fds Tr | $24.39M | 1.4% |
| S&P Global Inc. | $23.89M | 1.4% |
| Freeport-McMoran Inc | $23.04M | 1.3% |
| STERIS plc | $23.02M | 1.3% |
| Halliburton Co | $20.62M | 1.2% |
| Amgen Inc | $20.22M | 1.2% |
| Emerson Electric Co | $19.96M | 1.2% |
| Philip Morris International Inc. | $19.92M | 1.2% |
| Johnson & Johnson | $19.64M | 1.1% |
| O Reilly Automotive Inc | $19.54M | 1.1% |
| Valero Energy Corp | $19.40M | 1.1% |
| Gsk PLC | $18.86M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.