Foster Victor Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Foster Victor Wealth Advisors, LLC held in its portfolio 228 assets valued at $1,716,574,230 (i.e. $1.72B).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($57.86M), INVESCO QQQ TR ($45.82M), and AMAZON COM INC ($43.53M).
The chart below shows the top 10 valuable assets, and the table below shows the top 228 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Foster Victor Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 291662 | 57856918 | VALUE ETF |
| INVESCO QQQ TR | 73749 | 45817604 | UNIT SER 1 |
| AMAZON COM INC | 182061 | 43534426 | COM |
| ALPHABET INC | 107412 | 35446110 | CAP STK CL A |
| SCHWAB STRATEGIC TR | 1248334 | 34116980 | US LRG CAP ETF |
| LAM RESEARCH CORP | 150431 | 33540073 | COM NEW |
| MICROSOFT CORP | 72446 | 33314881 | COM |
| ISHARES TR | 655165 | 30956561 | MSCI INTL QUALTY |
| NASDAQ INC | 302655 | 30562090 | COM |
| MASTERCARD INCORPORATED | 53624 | 28929828 | CL A |
| QUALCOMM INC | 163727 | 26101298 | COM |
| SS&C TECHNOLOGIES HLDGS INC | 295413 | 25340560 | COM |
| LPL FINL HLDGS INC | 65328 | 24734629 | COM |
| PACER FDS TR | 395479 | 24389208 | US CASH COWS 100 |
| S&P GLOBAL INC | 43735 | 23894394 | COM |
| FREEPORT-MCMORAN INC | 392418 | 23038890 | CL B |
| STERIS PLC | 85685 | 23019388 | SHS USD |
| HALLIBURTON CO | 632986 | 20616352 | COM |
| AMGEN INC | 61202 | 20221676 | COM |
| EMERSON ELEC CO | 133541 | 19959046 | COM |
| PHILIP MORRIS INTL INC | 114734 | 19920161 | COM |
| JOHNSON & JOHNSON | 89830 | 19642203 | COM |
| OREILLY AUTOMOTIVE INC | 206386 | 19544754 | COM |
| VALERO ENERGY CORP | 105741 | 19399205 | COM |
| GSK PLC | 391205 | 18863925 | SPONSORED ADR |
| DANAHER CORPORATION | 79914 | 18858869 | COM |
| BOSTON SCIENTIFIC CORP | 213184 | 18775115 | COM |
| GARMIN LTD | 86111 | 18238213 | SHS |
| BROADCOM INC | 51785 | 18213137 | COM |
| META PLATFORMS INC | 29100 | 18049219 | CL A |
| ONEOK INC NEW | 242200 | 18019703 | COM |
| CISCO SYS INC | 238606 | 17940760 | COM |
| CUMMINS INC | 30903 | 17891051 | COM |
| PFIZER INC | 695951 | 17851141 | COM |
| WALMART INC | 147162 | 17615255 | COM |
| HOME DEPOT INC | 46181 | 17556795 | COM |
| ABBVIE INC | 81323 | 17431592 | COM |
| LOCKHEED MARTIN CORP | 29607 | 17243998 | COM |
| INTERNATIONAL BUSINESS MACHS | 55759 | 17043949 | COM |
| CITIGROUP INC | 142972 | 16876415 | COM NEW |
| APPLE INC | 65502 | 16737786 | COM |
| CANADIAN PACIFIC KANSAS CITY | 227633 | 16507938 | COM |
| MASCO CORP | 233239 | 16436335 | COM |
| BOOKING HOLDINGS INC | 3203 | 16387571 | COM |
| BERKSHIRE HATHAWAY INC DEL | 32250 | 15908603 | CL B NEW |
| ADOBE INC | 53472 | 15834129 | COM |
| SALESFORCE INC | 69288 | 15736102 | COM |
| BJS WHSL CLUB HLDGS INC | 167199 | 15616387 | COM |
| VANGUARD MUN BD FDS | 302771 | 15320199 | TAX EXEMPT BD |
| MERCK & CO INC | 135004 | 14692462 | COM |
| COGNEX CORP | 357486 | 14628308 | COM |
| VERTEX PHARMACEUTICALS INC | 32929 | 14533543 | COM |
| PEPSICO INC | 99265 | 14524505 | COM |
| CAMECO CORP | 123190 | 14344244 | COM |
| ENBRIDGE INC | 286299 | 13624969 | COM |
| HERSHEY CO | 68421 | 13530972 | COM |
| UBER TECHNOLOGIES INC | 156739 | 13299304 | COM |
| CHEVRON CORP NEW | 78762 | 13094970 | COM |
| COSTAR GROUP INC | 197979 | 12935948 | COM |
| THE CIGNA GROUP | 46089 | 12545780 | COM |
| BLUE OWL CAPITAL INC | 786264 | 12525184 | COM CL A |
| SPDR SERIES TRUST | 364579 | 11921501 | STATE STREET SPD |
| METLIFE INC | 152540 | 11710487 | COM |
| VISA INC | 32630 | 10712481 | COM CL A |
| NIKE INC | 163891 | 10551332 | CL B |
| BECTON DICKINSON & CO | 50049 | 10365648 | COM |
| CARRIER GLOBAL CORPORATION | 183534 | 10312750 | COM |
| SCHWAB STRATEGIC TR | 356179 | 10293562 | US DIVIDEND EQ |
| US BANCORP DEL | 176590 | 9606475 | COM NEW |
| NXP SEMICONDUCTORS N V | 39938 | 9469699 | COM |
| CHIPOTLE MEXICAN GRILL INC | 236883 | 9465845 | COM |
| REGIONS FINANCIAL CORP NEW | 340350 | 9451531 | COM |
| MAGNOLIA OIL & GAS CORP | 417192 | 9428544 | CL A |
| BOEING CO | 37970 | 9404393 | COM |
| NEXTERA ENERGY INC | 111655 | 9337739 | COM |
| VERIZON COMMUNICATIONS INC | 239741 | 9328305 | COM |
| MEDTRONIC PLC | 96393 | 9327025 | SHS |
| PROCTER AND GAMBLE CO | 64191 | 9277573 | COM |
| HUNTINGTON BANCSHARES INC | 510940 | 9207134 | COM |
| PAYPAL HLDGS INC | 158889 | 9039195 | COM |
| GXO LOGISTICS INCORPORATED | 156687 | 8859083 | COMMON STOCK |
| VANGUARD INDEX FDS | 13310 | 8466106 | S&P 500 ETF SHS |
| GENUINE PARTS CO | 61486 | 8419842 | COM |
| REALTY INCOME CORP | 133882 | 8223003 | COM |
| PPL CORP | 223264 | 8222810 | COM |
| SOUTHERN CO | 91616 | 8144633 | COM |
| SPDR S&P 500 ETF TR | 11558 | 7994115 | TR UNIT |
| DIGITAL RLTY TR INC | 47191 | 7720492 | COM |
| COCA COLA CO | 141897 | 7713915 | COM |
| SCHWAB STRATEGIC TR | 233232 | 7547397 | US LCAP GR ETF |
| ROPER TECHNOLOGIES INC | 17384 | 7234178 | COM |
| HEALTHPEAK PROPERTIES INC | 403580 | 7195835 | COM |
| ROYALTY PHARMA PLC | 180657 | 7144984 | SHS CLASS A |
| EOG RES INC | 66867 | 7042483 | COM |
| NVIDIA CORPORATION | 37008 | 6891935 | COM |
| MONDELEZ INTL INC | 117232 | 6710385 | CL A |
| ORACLE CORP | 34619 | 6615397 | COM |
| COMCAST CORP NEW | 181189 | 5040671 | CL A |
| ISHARES TR | 55323 | 4880042 | CORE MSCI TOTAL |
| JPMORGAN CHASE & CO. | 14057 | 4392379 | COM |
| FIRST SOLAR INC | 17262 | 4207267 | COM |
| SCHWAB STRATEGIC TR | 135147 | 4127389 | US SML CAP ETF |
| VANGUARD INDEX FDS | 13390 | 4022040 | MID CAP ETF |
| INVESCO EXCH TRADED FD TR II | 58639 | 4000353 | RAFI DVLPD MRKTS |
| ISHARES INC | 60342 | 3991020 | MSCI EMERG MRKT |
| VANGUARD SCOTTSDALE FDS | 64318 | 3845588 | INTER TERM TREAS |
| DBX ETF TR | 71994 | 3602580 | XTRACK MSCI EURP |
| TRUIST FINL CORP | 59894 | 2994094 | COM |
| REPUBLIC SVCS INC | 13206 | 2785938 | COM |
| VANGUARD INDEX FDS | 8104 | 2770389 | TOTAL STK MKT |
| J P MORGAN EXCHANGE TRADED F | 49151 | 2657595 | ACTIVE BOND ETF |
| ALPHABET INC | 7588 | 2506698 | CAP STK CL C |
| ELI LILLY & CO | 2319 | 2407980 | COM |
| HUBBELL INC | 3519 | 1722111 | COM |
| EXXON MOBIL CORP | 12875 | 1672327 | COM |
| ISHARES TR | 12841 | 1651630 | CORE S&P SCP ETF |
| TESLA INC | 3564 | 1559250 | COM |
| ISHARES TR | 16196 | 1415008 | MSCI EAFE MIN VL |
| ELECTRONIC ARTS INC | 6844 | 1397788 | COM |
| SCHWAB STRATEGIC TR | 52131 | 1269917 | SHT TM US TRES |
| TAIWAN SEMICONDUCTOR MFG LTD | 3075 | 1052908 | SPONSORED ADS |
| VANGUARD SPECIALIZED FUNDS | 4652 | 1049677 | DIV APP ETF |
| ASML HOLDING N V | 765 | 1039832 | N Y REGISTRY SHS |
| UNITED BANKSHARES INC WEST V | 24959 | 1028810 | COM |
| DUKE ENERGY CORP NEW | 8485 | 1011615 | COM NEW |
| SONOCO PRODS CO | 20503 | 998720 | COM |
| PNC FINL SVCS GROUP INC | 4207 | 938918 | COM |
| PALANTIR TECHNOLOGIES INC | 5433 | 928826 | CL A |
| GE AEROSPACE | 2684 | 872687 | COM NEW |
| OKLO INC | 8952 | 849992 | COM CL A |
| SCHWAB STRATEGIC TR | 30944 | 827454 | US BRD MKT ETF |
| J P MORGAN EXCHANGE TRADED F | 13898 | 818861 | NASDAQ EQT PREM |
| J P MORGAN EXCHANGE TRADED F | 13668 | 798364 | EQUITY PREMIUM |
| WELLTOWER INC | 4091 | 782936 | COM |
| ISHARES TR | 1117 | 775654 | CORE S&P500 ETF |
| RITHM CAPITAL CORP | 63280 | 744177 | COM NEW |
| BERKSHIRE HATHAWAY INC DEL | 1 | 740750 | CL A |
| SHERWIN WILLIAMS CO | 2009 | 718880 | COM |
| RTX CORPORATION | 3547 | 716261 | COM |
| DIMENSIONAL ETF TRUST | 17205 | 700081 | US CORE EQUITY 2 |
| PAYCOM SOFTWARE INC | 4684 | 695152 | COM |
| FRANKLIN TEMPLETON DIGITAL H | 12432 | 686992 | BITCOIN ETF SHS |
| LOWES COS INC | 2420 | 671637 | COM |
| BLACKSTONE INC | 3991 | 652554 | COM |
| SPDR GOLD TR | 1461 | 615505 | GOLD SHS |
| BANK AMERICA CORP | 11547 | 611653 | COM |
| LINDE PLC | 1384 | 607726 | SHS |
| ASTRAZENECA PLC | 5894 | 556354 | SPONSORED ADR |
| ISHARES U S ETF TR | 10828 | 553365 | SHORT DURATION B |
| FIRST TR EXCH TRADED FD III | 27163 | 546791 | SHRT DUR MNG MUN |
| BLOOM ENERGY CORP | 3558 | 531921 | COM CL A |
| VANGUARD WHITEHALL FDS | 3507 | 522052 | HIGH DIV YLD |
| BRITISH AMERN TOB PLC | 8927 | 519750 | SPONSORED ADR |
| TARGA RES CORP | 2794 | 517868 | COM |
| SOUTHERN FIRST BANCSHARES | 9294 | 517676 | COM |
| ISHARES TR | 13222 | 516451 | INTL EQTY FACTOR |
| CATERPILLAR INC | 798 | 516218 | COM |
| SAP SE | 2166 | 505924 | SPON ADR |
| MARATHON PETE CORP | 2861 | 502477 | COM |
| MCDONALDS CORP | 1600 | 491736 | COM |
| VANGUARD INDEX FDS | 1008 | 488773 | GROWTH ETF |
| WILLIAMS COS INC | 7886 | 485383 | COM |
| ABBOTT LABS | 3707 | 451346 | COM |
| FIDELITY COVINGTON TRUST | 9600 | 444288 | SML MID MLTFCT |
| COSTCO WHSL CORP NEW | 461 | 443862 | COM |
| NORFOLK SOUTHN CORP | 1500 | 435945 | COM |
| ICICI BANK LIMITED | 13875 | 428331 | ADR |
| INTEL CORP | 8885 | 417229 | COM |
| BROOKFIELD CORP | 8579 | 406314 | CL A LTD VT SH |
| SHELL PLC | 5430 | 403162 | SPON ADS |
| BAIN CAP SPECIALTY FIN INC | 29278 | 402573 | COM STK |
| HDFC BANK LTD | 12328 | 402497 | SPONSORED ADS |
| BLACKROCK INC | 343 | 398663 | COM |
| ISHARES TR | 3996 | 397674 | MSCI EAFE ETF |
| TEVA PHARMACEUTICAL INDS LTD | 12500 | 397000 | SPONSORED ADS |
| ENERGY TRANSFER L P | 22561 | 391432 | COM UT LTD PTN |
| TOYOTA MOTOR CORP | 1683 | 389393 | ADS |
| SLB LIMITED | 8281 | 386966 | COM STK |
| ALIBABA GROUP HLDG LTD | 2328 | 385073 | SPONSORED ADS |
| LLOYDS BANKING GROUP PLC | 70113 | 384921 | SPONSORED ADR |
| TD SYNNEX CORPORATION | 2551 | 382650 | COM |
| RIO TINTO PLC | 4397 | 374311 | SPONSORED ADR |
| PURECYCLE TECHNOLOGIES INC | 31067 | 365348 | COM |
| UNITED MICROELECTRONICS CORP | 38635 | 359302 | SPON ADR NEW |
| NOVO-NORDISK A S | 5670 | 353410 | ADR |
| FLUOR CORP NEW | 7986 | 351141 | COM |
| ISHARES TR | 2280 | 338052 | RUS MDCP VAL ETF |
| CRH PLC | 2742 | 337172 | ORD |
| FIRST HORIZON CORPORATION | 13826 | 333483 | COM |
| TJX COS INC NEW | 2082 | 327665 | COM |
| EQUIFAX INC | 1459 | 320353 | COM |
| SELECT SECTOR SPDR TR | 2592 | 317002 | STATE STREET CON |
| THERMO FISHER SCIENTIFIC INC | 505 | 312469 | COM |
| VANGUARD INDEX FDS | 1094 | 301397 | SMALL CP ETF |
| VANGUARD WORLD FD | 394 | 298683 | INF TECH ETF |
| ICON PLC | 1573 | 287179 | SHS |
| VERTIV HOLDINGS CO | 1623 | 287104 | COM CL A |
| ISHARES TR | 3539 | 286057 | EAFE SML CP ETF |
| ISHARES TR | 2306 | 285783 | S&P 500 GRWT ETF |
| ENTERPRISE PRODS PARTNERS L | 8667 | 285136 | COM |
| ISHARES TR | 1300 | 282438 | S&P 500 VAL ETF |
| VANGUARD TAX-MANAGED FDS | 4290 | 279459 | VAN FTSE DEV MKT |
| ISHARES TR | 2963 | 274818 | CORE MSCI EAFE |
| MICRON TECHNOLOGY INC | 745 | 270249 | COM |
| NORTHROP GRUMMAN CORP | 402 | 268094 | COM |
| AMERICAN EXPRESS CO | 733 | 267569 | COM |
| HONEYWELL INTL INC | 1219 | 267521 | COM |
| ISHARES TR | 3800 | 266232 | CORE S&P MCP ETF |
| UNITEDHEALTH GROUP INC | 777 | 257203 | COM |
| PRUDENTIAL FINL INC | 2297 | 256552 | COM |
| UNITED AIRLS HLDGS INC | 2254 | 255806 | COM |
| ISHARES TR | 2880 | 252864 | 20 YR TR BD ETF |
| DIAGEO PLC | 2828 | 250488 | SPON ADR NEW |
| PINNACLE FINL PARTNERS INC | 2544 | 250422 | COM |
| MERCADOLIBRE INC | 120 | 248522 | COM |
| ISHARES TR | 2632 | 248513 | MSCI USA MIN VOL |
| VANGUARD BD INDEX FDS | 3223 | 239137 | TOTAL BND MRKT |
| GENERAL DYNAMICS CORP | 647 | 237695 | COM |
| GE VERNOVA INC | 343 | 233778 | COM |
| MORGAN STANLEY | 1230 | 232595 | COM NEW |
| GALLAGHER ARTHUR J & CO | 900 | 232542 | COM |
| SIGHT SCIENCES INC | 35895 | 232241 | COM |
| WARRIOR MET COAL INC | 2320 | 232162 | COM |
| UNITED PARCEL SERVICE INC | 1877 | 200710 | CL B |
| ANAVEX LIFE SCIENCES CORP | 39925 | 200024 | COM NEW |
| HUNTSMAN CORP | 16335 | 194550 | COM |
| ATLANTIC AMERN CORP | 44000 | 131560 | COM |
| AEYE INC | 10588 | 21282 | CL A NEW |
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