The Analysis of Foster Victor Wealth Advisors, LLC's Holdings


Currently, Foster Victor Wealth Advisors, LLC holds 219 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in IBM (+52.6K shares, valued at $15.2M), C (+138.1K shares, valued at $13.5M), SPY (+6.9K shares, valued at $4.6M); decreased their positions in FSLR (-46.7K shares, valued at $10.8M), GOOGL (-27.7K shares, valued at $6.8M), LRCX (-44.8K shares, valued at $6.5M); initiated new positions in C (+138.1K shares, valued at $13.5M), SCHA (+139.5K shares, valued at $3.9M), RSG (+12.9K shares, valued at $2.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTV VANGUARD INDEX FDS293.7K shares-0.38%2025-09-302025-10-10history
AMZN AMAZON COM INC184.5K shares2.99%2025-09-302025-10-10history
MSFT MICROSOFT CORP70.3K shares1.42%2025-09-302025-10-10history
SCHX SCHWAB STRATEGIC TR1.3M shares-2.42%2025-09-302025-10-10history
MA MASTERCARD INCORPORATED51.9K shares4.74%2025-09-302025-10-10history
IQLT ISHARES TR658.9K shares-0.27%2025-09-302025-10-10history
GOOGL ALPHABET INC117.4K shares-19.06%2025-09-302025-10-10history
LRCX LAM RESEARCH CORP188.3K shares-19.23%2025-09-302025-10-10history
Sponsored
QCOM QUALCOMM INC159.2K shares4.78%2025-09-302025-10-10history
NDAQ NASDAQ INC281.2K shares-0.70%2025-09-302025-10-10history
ORLY OREILLY AUTOMOTIVE INC230.0K shares2.35%2025-09-302025-10-10history
SSNC SS&C TECHNOLOGIES HLDGS INC273.5K shares3.21%2025-09-302025-10-10history
COWZ PACER FDS TR394.5K shares0.47%2025-09-302025-10-10history
ADBE ADOBE INC62.6K shares18.63%2025-09-302025-10-10history
META META PLATFORMS INC29.7K shares-2.39%2025-09-302025-10-10history
CP CANADIAN PACIFIC KANSAS CITY266.2K shares11.19%2025-09-302025-10-10history
Sponsored
GRMN GARMIN LTD78.6K shares2.09%2025-09-302025-10-10history
QQQ INVESCO QQQ TR33.3K shares-1.14%2025-09-302025-10-10history
DHR DANAHER CORPORATION91.7K shares15.61%2025-09-302025-10-10history
LPLA LPL FINL HLDGS INC61.8K shares11.11%2025-09-302025-10-10history
STE STERIS PLC80.0K shares6.16%2025-09-302025-10-10history
HAL HALLIBURTON CO796.0K shares-3.96%2025-09-302025-10-10history
BSX BOSTON SCIENTIFIC CORP198.8K shares8.04%2025-09-302025-10-10history
PFE PFIZER INC705.3K shares9.41%2025-09-302025-10-10history
Sponsored
EA ELECTRONIC ARTS INC94.0K shares2.90%2025-09-302025-10-10history
ABBV ABBVIE INC79.5K shares4.21%2025-09-302025-10-10history
AMGN AMGEN INC59.7K shares12.66%2025-09-302025-10-10history
CSGP COSTAR GROUP INC208.7K shares3.97%2025-09-302025-10-10history
OKE ONEOK INC NEW240.5K shares24.61%2025-09-302025-10-10history
HD HOME DEPOT INC44.3K shares5.53%2025-09-302025-10-10history
CRM SALESFORCE INC72.6K shares22.86%2025-09-302025-10-10history
CGNX COGNEX CORP373.9K shares-19.82%2025-09-302025-10-10history
Sponsored
AAPL APPLE INC66.6K shares3.31%2025-09-302025-10-10history
EMR EMERSON ELEC CO127.2K shares-2.04%2025-09-302025-10-10history
JNJ JOHNSON & JOHNSON90.7K shares3.42%2025-09-302025-10-10history
AVGO BROADCOM INC50.2K shares-18.52%2025-09-302025-10-10history
SPGI S&P GLOBAL INC35.2K shares12.52%2025-09-302025-10-10history
GSK GSK PLC385.5K shares5.99%2025-09-302025-10-10history
BKNG BOOKING HOLDINGS INC3.0K shares3.36%2025-09-302025-10-10history
PM PHILIP MORRIS INTL INC107.1K shares10.46%2025-09-302025-10-10history
Sponsored
VLO VALERO ENERGY CORP102.0K shares-11.55%2025-09-302025-10-10history
MAS MASCO CORP224.8K shares2.68%2025-09-302025-10-10history
BRK.B BERKSHIRE HATHAWAY INC DEL31.6K shares9.30%2025-09-302025-10-10history
CSCO CISCO SYS INC231.5K shares3.51%2025-09-302025-10-10history
IBM INTERNATIONAL BUSINESS MACHS54.4K shares2905.36%2025-09-302025-10-10history
VTEB VANGUARD MUN BD FDS304.9K shares-0.10%2025-09-302025-10-10history
FCX FREEPORT-MCMORAN INC383.5K shares5.67%2025-09-302025-10-10history
LMT LOCKHEED MARTIN CORP30.1K shares10.27%2025-09-302025-10-10history
Sponsored
UBER UBER TECHNOLOGIES INC152.7K shares2.41%2025-09-302025-10-10history
BJ BJS WHSL CLUB HLDGS INC158.2K shares24.25%2025-09-302025-10-10history
CI THE CIGNA GROUP47.0K shares-19.67%2025-09-302025-10-10history
WMT WALMART INC142.6K shares6.48%2025-09-302025-10-10history
PEP PEPSICO INC98.1K shares4.70%2025-09-302025-10-10history
CMI CUMMINS INC31.8K shares-0.14%2025-09-302025-10-10history
VRTX VERTEX PHARMACEUTICALS INC33.9K shares33.48%2025-09-302025-10-10history
NKE NIKE INC189.4K shares2.29%2025-09-302025-10-10history
Sponsored
ENB ENBRIDGE INC271.7K shares4.17%2025-09-302025-10-10history
C CITIGROUP INC138.1K sharesnew addition2025-09-302025-10-10history
CARR CARRIER GLOBAL CORPORATION216.8K shares24.14%2025-09-302025-10-10history
HSY HERSHEY CO65.0K shares5.69%2025-09-302025-10-10history
CVX CHEVRON CORP NEW80.5K shares8.90%2025-09-302025-10-10history
OWL BLUE OWL CAPITAL INC756.2K shares15.53%2025-09-302025-10-10history
MET METLIFE INC144.4K shares4.66%2025-09-302025-10-10history
MRK MERCK & CO INC130.2K shares10.88%2025-09-302025-10-10history
Sponsored
CCJ CAMECO CORP137.3K shares-2.14%2025-09-302025-10-10history
V VISA INC32.0K shares5.44%2025-09-302025-10-10history
FSLR FIRST SOLAR INC47.7K shares-49.52%2025-09-302025-10-10history
PYPL PAYPAL HLDGS INC157.7K shares7.45%2025-09-302025-10-10history
ORCL ORACLE CORP36.0K shares-21.67%2025-09-302025-10-10history
FTNT FORTINET INC116.0K shares39.48%2025-09-302025-10-10history
VZ VERIZON COMMUNICATIONS INC219.2K shares7.66%2025-09-302025-10-10history
NXPI NXP SEMICONDUCTORS N V40.7K shares2.65%2025-09-302025-10-10history
Sponsored
PG PROCTER AND GAMBLE CO59.3K shares17.42%2025-09-302025-10-10history
MGY MAGNOLIA OIL & GAS CORP382.0K shares5.22%2025-09-302025-10-10history
CMG CHIPOTLE MEXICAN GRILL INC209.4K shares42.95%2025-09-302025-10-10history
NEE NEXTERA ENERGY INC109.1K shares10.57%2025-09-302025-10-10history
GXO GXO LOGISTICS INCORPORATED159.9K shares-0.22%2025-09-302025-10-10history
RF REGIONS FINANCIAL CORP NEW321.0K shares1.78%2025-09-302025-10-10history
USB US BANCORP DEL176.1K shares3.08%2025-09-302025-10-10history
GPC GENUINE PARTS CO59.7K shares3.50%2025-09-302025-10-10history
Sponsored
SO SOUTHERN CO87.5K shares4.76%2025-09-302025-10-10history
HBAN HUNTINGTON BANCSHARES INC479.2K shares3.52%2025-09-302025-10-10history
DOC HEALTHPEAK PROPERTIES INC416.1K shares6.87%2025-09-302025-10-10history
DLR DIGITAL RLTY TR INC44.8K shares4.40%2025-09-302025-10-10history
BDX BECTON DICKINSON & CO40.5K shares3.18%2025-09-302025-10-10history
PPL PPL CORP212.4K shares4.48%2025-09-302025-10-10history
O REALTY INCOME CORP127.2K shares4.80%2025-09-302025-10-10history
MDLZ MONDELEZ INTL INC118.6K shares9.66%2025-09-302025-10-10history
Sponsored
KO COCA COLA CO109.7K shares31.12%2025-09-302025-10-10history
SCHG SCHWAB STRATEGIC TR224.7K shares111.86%2025-09-302025-10-10history
EOG EOG RES INC62.9K shares6.37%2025-09-302025-10-10history
CMCSA COMCAST CORP NEW209.7K shares4.69%2025-09-302025-10-10history
SPY SPDR S&P 500 ETF TR9.5K shares261.10%2025-09-302025-10-10history
NVDA NVIDIA CORPORATION32.0K shares4.39%2025-09-302025-10-10history
SPTL SPDR SERIES TRUST213.3K shares-0.46%2025-09-302025-10-10history
SPIB SPDR SERIES TRUST151.7K shares-1.43%2025-09-302025-10-10history
Sponsored
VO VANGUARD INDEX FDS13.9K shares0.01%2025-09-302025-10-10history
SCHC SCHWAB STRATEGIC TR87.1K shares-4.62%2025-09-302025-10-10history
SCHA SCHWAB STRATEGIC TR139.5K sharesnew addition2025-09-302025-10-10history
PXF INVESCO EXCH TRADED FD TR II63.3K shares-4.70%2025-09-302025-10-10history
EEMV ISHARES INC61.4K shares0.28%2025-09-302025-10-10history
VGIT VANGUARD SCOTTSDALE FDS65.0K shares2.15%2025-09-302025-10-10history
TFC TRUIST FINL CORP65.0K shares4.64%2025-09-302025-10-10history
RSG REPUBLIC SVCS INC12.9K sharesnew addition2025-09-302025-10-10history
Sponsored
VTI VANGUARD INDEX FDS8.5K shares5.55%2025-09-302025-10-10history
TSLA TESLA INC6.2K shares-2.09%2025-09-302025-10-10history
JBND J P MORGAN EXCHANGE TRADED F49.2K shares-1.65%2025-09-302025-10-10history
JPM JPMORGAN CHASE & CO.8.6K shares3.26%2025-09-302025-10-10history
GOOG ALPHABET INC7.9K shares-0.16%2025-09-302025-10-10history
IJR ISHARES TR13.3K shares-0.52%2025-09-302025-10-10history
XOM EXXON MOBIL CORP13.0K shares20.39%2025-09-302025-10-10history
HUBB HUBBELL INC3.5K shares0.00%2025-09-302025-10-10history
Sponsored
VOO VANGUARD INDEX FDS2.4K shares56.87%2025-09-302025-10-10history
EFAV ISHARES TR16.9K shares-2.74%2025-09-302025-10-10history
DUK DUKE ENERGY CORP NEW9.9K shares18.11%2025-09-302025-10-10history
SCHO SCHWAB STRATEGIC TR47.8K shares-1.73%2025-09-302025-10-10history
OKLO OKLO INC8.9K shares0.20%2025-09-302025-10-10history
VIG VANGUARD SPECIALIZED FUNDS4.7K shares3.90%2025-09-302025-10-10history
LLY ELI LILLY & CO1.2K shares79.25%2025-09-302025-10-10history
PAYC PAYCOM SOFTWARE INC4.7K shares0.00%2025-09-302025-10-10history
Sponsored
UBSI UNITED BANKSHARES INC WEST V25.0K shares0.00%2025-09-302025-10-10history
SON SONOCO PRODS CO21.3K shares0.61%2025-09-302025-10-10history
EZBC FRANKLIN TEMPLETON DIGITAL H12.4K shares0.00%2025-09-302025-10-10history
JEPI J P MORGAN EXCHANGE TRADED F15.3K shares35.67%2025-09-302025-10-10history
JEPQ J P MORGAN EXCHANGE TRADED F15.0K shares39.05%2025-09-302025-10-10history
PNC PNC FINL SVCS GROUP INC4.2K shares193.30%2025-09-302025-10-10history
MDYG SPDR SERIES TRUST9.0K shares-2.86%2025-09-302025-10-10history
TSM TAIWAN SEMICONDUCTOR MFG LTD2.8K shares2.60%2025-09-302025-10-10history
Sponsored
ASML ASML HOLDING N V756 shares15.60%2025-09-302025-10-10history
SCHB SCHWAB STRATEGIC TR29.2K shares2.01%2025-09-302025-10-10history
BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-10history
IVV ISHARES TR1.1K shares115.01%2025-09-302025-10-10history
SHW SHERWIN WILLIAMS CO2.0K shares-0.25%2025-09-302025-10-10history
RITM RITHM CAPITAL CORP61.8K shares2.00%2025-09-302025-10-10history
SLYG SPDR SERIES TRUST7.0K shares-0.31%2025-09-302025-10-10history
DFAC DIMENSIONAL ETF TRUST17.2K shares0.28%2025-09-302025-10-10history
Sponsored
VYM VANGUARD WHITEHALL FDS4.7K shares98.93%2025-09-302025-10-10history
GE GE AEROSPACE2.1K shares-8.83%2025-09-302025-10-10history
BX BLACKSTONE INC3.6K shares39.65%2025-09-302025-10-10history
LOW LOWES COS INC2.4K shares0.79%2025-09-302025-10-10history
BAC BANK AMERICA CORP11.7K shares1.53%2025-09-302025-10-10history
RTX RTX CORPORATION3.5K shares-7.25%2025-09-302025-10-10history
FSMB FIRST TR EXCH TRADED FD III27.7K shares-1.86%2025-09-302025-10-10history
CAT CATERPILLAR INC1.1K shares26.55%2025-09-302025-10-10history
Sponsored
PLTR PALANTIR TECHNOLOGIES INC3.1K shares-6.44%2025-09-302025-10-10history
NSC NORFOLK SOUTHN CORP1.7K shares70.54%2025-09-302025-10-10history
VUG VANGUARD INDEX FDS1.1K shares-43.69%2025-09-302025-10-10history
ABT ABBOTT LABS3.8K shares2.55%2025-09-302025-10-10history
WMB WILLIAMS COS INC7.7K shares5.36%2025-09-302025-10-10history
INTF ISHARES TR13.4K sharesnew addition2025-09-302025-10-10history
GLD SPDR GOLD TR1.4K shares20.86%2025-09-302025-10-10history
MCD MCDONALDS CORP1.6K shares1.02%2025-09-302025-10-10history
Sponsored
FSMD FIDELITY COVINGTON TRUST10.7K sharesnew addition2025-09-302025-10-10history
VEA VANGUARD TAX-MANAGED FDS7.6K shares-9.03%2025-09-302025-10-10history
SNX TD SYNNEX CORPORATION2.9K shares-0.72%2025-09-302025-10-10history
MPC MARATHON PETE CORP2.3K shares18.13%2025-09-302025-10-10history
COST COSTCO WHSL CORP NEW490 shares1.45%2025-09-302025-10-10history
SFST SOUTHERN FIRST BANCSHARES10.0K shares-2.36%2025-09-302025-10-10history
SCHD SCHWAB STRATEGIC TR15.8K sharesnew addition2025-09-302025-10-10history
SAP SAP SE1.6K shares20.02%2025-09-302025-10-10history
Sponsored
AZN ASTRAZENECA PLC4.8K shares26.61%2025-09-302025-10-10history
AVXL ANAVEX LIFE SCIENCES CORP40.5K shares7.47%2025-09-302025-10-10history
BLK BLACKROCK INC340 shares-2.86%2025-09-302025-10-10history
ET ENERGY TRANSFER L P23.4K shares-0.38%2025-09-302025-10-10history
EFA ISHARES TR4.1K shares3.28%2025-09-302025-10-10history
UNH UNITEDHEALTH GROUP INC1.0K shares28.18%2025-09-302025-10-10history
PCT PURECYCLE TECHNOLOGIES INC27.1K shares-6.81%2025-09-302025-10-10history
BABA ALIBABA GROUP HLDG LTD1.9K sharesnew addition2025-09-302025-10-10history
Sponsored
EFX EQUIFAX INC1.5K shares-0.55%2025-09-302025-10-10history
SHEL SHELL PLC4.6K sharesnew addition2025-09-302025-10-10history
INTC INTEL CORP8.9K shares3.10%2025-09-302025-10-10history
NVO NOVO-NORDISK A S5.4K sharesnew addition2025-09-302025-10-10history
IWS ISHARES TR2.3K sharesnew addition2025-09-302025-10-10history
BN BROOKFIELD CORP4.7K shares3.05%2025-09-302025-10-10history
BCSF BAIN CAP SPECIALTY FIN INC22.0K shares0.00%2025-09-302025-10-10history
XLY SELECT SECTOR SPDR TR1.3K shares0.00%2025-09-302025-10-10history
Sponsored
TJX TJX COS INC NEW2.2K shares2.54%2025-09-302025-10-10history
FHN FIRST HORIZON CORPORATION13.6K sharesnew addition2025-09-302025-10-10history
VONG VANGUARD SCOTTSDALE FDS2.4K sharesnew addition2025-09-302025-10-10history
EPD ENTERPRISE PRODS PARTNERS L9.0K shares38.29%2025-09-302025-10-10history
VB VANGUARD INDEX FDS1.1K shares6.74%2025-09-302025-10-10history
SCZ ISHARES TR3.6K shares-8.30%2025-09-302025-10-10history
AJG GALLAGHER ARTHUR J & CO895 sharesnew addition2025-09-302025-10-10history
SLB SCHLUMBERGER LTD8.0K shares29.62%2025-09-302025-10-10history
Sponsored
TMO THERMO FISHER SCIENTIFIC INC505 shares-4.54%2025-09-302025-10-10history
CRH CRH PLC2.3K sharesnew addition2025-09-302025-10-10history
HON HONEYWELL INTL INC1.3K shares1.34%2025-09-302025-10-10history
IEFA ISHARES TR3.0K shares-0.64%2025-09-302025-10-10history
RIO RIO TINTO PLC3.9K sharesnew addition2025-09-302025-10-10history
VGT VANGUARD WORLD FD344 shares10.61%2025-09-302025-10-10history
VRT VERTIV HOLDINGS CO1.6K sharesnew addition2025-09-302025-10-10history
IVW ISHARES TR2.1K shares14.23%2025-09-302025-10-10history
Sponsored
LYG LLOYDS BANKING GROUP PLC55.0K shares16.25%2025-09-302025-10-10history
AXP AMERICAN EXPRESS CO762 sharesnew addition2025-09-302025-10-10history
USMV ISHARES TR2.6K shares3.87%2025-09-302025-10-10history
TEVA TEVA PHARMACEUTICAL INDS LTD12.5K shares0.00%2025-09-302025-10-10history
IJH ISHARES TR3.8K shares-62.80%2025-09-302025-10-10history
UPS UNITED PARCEL SERVICE INC2.9K shares-13.96%2025-09-302025-10-10history
TM TOYOTA MOTOR CORP1.3K sharesnew addition2025-09-302025-10-10history
BND VANGUARD BD INDEX FDS3.3K shares0.15%2025-09-302025-10-10history
Sponsored
NOC NORTHROP GRUMMAN CORP398 shares-0.50%2025-09-302025-10-10history
UAL UNITED AIRLS HLDGS INC2.4K sharesnew addition2025-09-302025-10-10history
FNDX SCHWAB STRATEGIC TR8.6K shares-58.20%2025-09-302025-10-10history
LIN LINDE PLC483 sharesnew addition2025-09-302025-10-10history
IBN ICICI BANK LIMITED7.2K shares17.41%2025-09-302025-10-10history
GD GENERAL DYNAMICS CORP644 sharesnew addition2025-09-302025-10-10history
ACGL ARCH CAP GROUP LTD2.4K sharesnew addition2025-09-302025-10-10history
ICLR ICON PLC1.1K sharesnew addition2025-09-302025-10-10history
Sponsored
PRU PRUDENTIAL FINL INC2.0K shares-1.21%2025-09-302025-10-10history
DIS DISNEY WALT CO1.8K shares-3.30%2025-09-302025-10-10history
IVE ISHARES TR994 sharesnew addition2025-09-302025-10-10history
UMC UNITED MICROELECTRONICS CORP28.5K shares20.67%2025-09-302025-10-10history
SNOW SNOWFLAKE INC874 sharesnew addition2025-09-302025-10-10history
BTI BRITISH AMERN TOB PLC3.9K sharesnew addition2025-09-302025-10-10history
HDB HDFC BANK LTD5.9K shares98.89%2025-09-302025-10-10history
DEO DIAGEO PLC2.1K shares-11.34%2025-09-302025-10-10history
Sponsored
HUN HUNTSMAN CORP15.0K shares36.39%2025-09-302025-10-10history
AAME ATLANTIC AMERN CORP44.0K shares0.00%2025-09-302025-10-10history
SGHT SIGHT SCIENCES INC35.9K shares0.00%2025-09-302025-10-10history

Call Option Holdings
No call option holdings data available

Put Option Holdings
KO Put PutCOCA COLA CO33.0K shares24.53%2025-09-302025-10-10history
OPEN Put PutOPENDOOR TECHNOLOGIES INC10.6K sharesnew addition2025-09-302025-10-10history