Foster Victor Wealth Advisors, LLC Purchases in Q1 2025

Foster Victor Wealth Advisors, LLC

  • $1.27 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
103K
+ 4240.45%
$83.01 - $101.02 $8.51M - $10.4M
105K $9.42M
EOG
Eog Resources Inc

Energy
54.4K
+ 3008.35%
$120.54 - $138.05 $6.56M - $7.51M
56.2K $7.21M
BDX
Becton Dickinson & CO

Healthcare
28K
New
$222.79 - $249.08 $6.23M - $6.97M
28K $6.41M
OKE
Oneok Inc

Energy
64.9K
+ 61.21%
$89.57 - $109.85 $5.81M - $7.13M
171K $17M
KO
Coca Cola CO

Consumer Defensive
68.2K
+ 376.39%
$60.81 - $72.32 $4.15M - $4.93M
86.3K $6.18M
HAL
Halliburton CO

Energy
199K
+ 38.05%
$24.15 - $29.9 $4.81M - $5.96M
723K $18.3M
IXUS
Ishares Tr

ETFs
51.5K
New
$65.06 - $72.31 $3.35M - $3.73M
51.5K $3.6M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
69K
New
$47.39 - $54.26 $3.27M - $3.74M
69K $3.59M
QCOM
Qualcomm Inc

Technology
21.6K
+ 17.48%
$151.94 - $175.86 $3.28M - $3.8M
145K $22.3M
HSY
Hershey CO

Consumer Defensive
18.8K
+ 51.21%
$144.74 - $186.36 $2.73M - $3.51M
55.6K $9.51M
FCX
Freeport Mcmoran Inc

Basic Materials
80.3K
+ 26.97%
$34.5 - $43.01 $2.77M - $3.45M
378K $14.3M
UBER
Uber Technologies, Inc

Technology
9.82K
+ 6.16%
$63.17 - $81.49 $621K - $801K
169K $12.3M
STE
Steris PLC

Healthcare
4.57K
+ 6.7%
$202.46 - $232.74 $924K - $1.06M
72.7K $16.5M
META
Meta Platforms, Inc.

Communication Services
4.78K
+ 19.73%
$576.36 - $736.67 $2.75M - $3.52M
29K $16.7M
DHR
Danaher Corp

Healthcare
17.9K
+ 33.66%
$201.62 - $250.59 $3.6M - $4.47M
70.9K $14.5M
JNJ
Johnson & Johnson

Healthcare
2.8K
+ 3.42%
$142.06 - $167.7 $397K - $469K
84.6K $14M
CSGP
Costar Group, Inc.

Real Estate
8.52K
+ 4.53%
$69.29 - $80.37 $590K - $685K
196K $15.6M
CVX
Chevron Corp

Energy
3.08K
+ 4.69%
$146.71 - $167.97 $451K - $517K
68.7K $11.5M
CGNX
Cognex Corp

Technology
126K
+ 40.14%
$29.83 - $41.02 $3.77M - $5.18M
441K $13.2M
MAS
Masco Corp

Industrials
36.1K
+ 16.5%
$68.67 - $81.85 $2.48M - $2.96M
255K $17.8M
VTI
Vanguard Total Stock Market Et

ETFs
6.8K
+ 548.99%
$271.18 - $303.12 $1.84M - $2.06M
8.04K $2.2M
VLO
Valero Energy Corp

Energy
5.39K
+ 5.14%
$121.76 - $142.99 $657K - $771K
110K $14.6M
VZ
Verizon Communications Inc

Communication Services
12K
+ 6.42%
$37.81 - $46.49 $453K - $557K
198K $9M
GRMN
Garmin LTD

Technology
2.29K
+ 3.25%
$204.55 - $241.93 $469K - $555K
72.8K $15.8M
MGY
Magnolia Oil & Gas Corp

Energy
22.4K
+ 7.12%
$22.26 - $26.58 $499K - $595K
337K $8.51M
MA
Mastercard Inc

Financial Services
203
+ 0.42%
$504.67 - $576.31 $102K - $117K
48.6K $26.7M
FSLR
First Solar, Inc.

Technology
33.6K
+ 53.15%
$126.34 - $197.73 $4.24M - $6.64M
96.8K $12.2M
OWL
Blue Owl Capital Inc.

Financial Services
133K
+ 26.95%
$18.49 - $26.68 $2.45M - $3.54M
625K $12.5M
CSCO
Cisco Systems, Inc.

Technology
8.49K
+ 4.04%
$58.74 - $64.87 $499K - $551K
219K $13.5M
SO
Southern CO

Utilities
2.99K
+ 3.86%
$80.96 - $92.96 $242K - $278K
80.5K $7.4M
SPGI
S&P Global Inc.

Financial Services
1.43K
+ 5.01%
$478.26 - $543.77 $683K - $777K
29.9K $15.2M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.79K
+ 1.74%
$56.12 - $68.15 $100K - $122K
105K $7.12M
HD
Home Depot, Inc.

Consumer Cyclical
4.7K
+ 13.82%
$347.25 - $424.87 $1.63M - $2M
38.7K $14.2M
CMCSA
Comcast Corp

Communication Services
29.8K
+ 12.87%
$33.19 - $38.23 $988K - $1.14M
261K $9.63M
O
Realty Income Corp

Real Estate
6.69K
+ 6.08%
$51.67 - $58.49 $346K - $391K
117K $6.77M
VIG
Vanguard Dividend Appreciation

ETFs
4.49K
New
N/A
4.49K $818K
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
NEE
Nextera Energy Inc

Utilities
11.8K
+ 14.43%
$66.96 - $76.16 $790K - $898K
93.5K $6.63M
AVEM
American Centy ETF Tr Avantis

ETFs
12.5K
New
$57.11 - $62.4 $714K - $780K
12.5K $752K
CARR
Carrier Global Corp

Industrials
21.1K
+ 14.28%
$62.07 - $70.55 $1.31M - $1.49M
169K $10.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
11.1K
New
$50.39 - $50.66 $558K - $561K
11.1K $560K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.53K
New
$100.32 - $100.76 $555K - $557K
5.53K $556K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10.7K
New
$51.45 - $58.51 $549K - $625K
10.7K $552K
PEP
Pepsico Inc

Consumer Defensive
4.71K
+ 6.3%
$142.64 - $156.42 $672K - $737K
79.5K $11.9M
PG
Procter & Gamble CO

Consumer Defensive
2.15K
+ 4.82%
$158.56 - $176.26 $342K - $380K
46.9K $7.99M
GPC
Genuine Parts CO

Consumer Cyclical
2.88K
+ 5.46%
$115.91 - $129.02 $334K - $372K
55.7K $6.64M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.64K
New
$58.01 - $64.46 $385K - $428K
6.64K $415K
NDAQ
Nasdaq, Inc.

Financial Services
10.2K
+ 3.8%
$72.17 - $83.76 $740K - $858K
280K $21.2M
DFAU
Dimensional ETF Tr

ETFs
9.4K
New
$37.84 - $42.29 $356K - $397K
9.4K $361K
Activity Summary
Buys All Purchases 119 New Holdings 19 Increased Positions 100 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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