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
GXO
Gxo Logistics, Inc.

Industrials
23.9K
+ 17.48%
$36.31 - $46.18 $869K - $1.11M
161K $6.28M
MSFT
Microsoft Corp

Technology
7.94K
+ 13.8%
$375.39 - $447.2 $2.98M - $3.55M
65.5K $24.6M
PEAK
Healthpeak Properties, Inc.

Real Estate
16.9K
+ 5.59%
N/A
318K $6.04M
SPTL
Spdr Portfolio Long Term Treas

ETFs
2.36K
+ 0.8%
$25.54 - $27.64 $60.4K - $65.3K
298K $8.06M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.26K
New
$128.74 - $138.67 $291K - $313K
2.26K $303K
SNX
Td Synnex Corp

Technology
2.9K
New
$103.96 - $144.69 $301K - $419K
2.9K $301K
CROX
Crocs, Inc.

Consumer Cyclical
5.33K
+ 5.81%
$88.83 - $112.59 $473K - $600K
97K $10.3M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.41K
New
$168.84 - $202.89 $238K - $286K
1.41K $247K
MCD
Mcdonalds Corp

Consumer Cyclical
732
+ 91.84%
$279.74 - $321.29 $205K - $235K
1.53K $477K
PFE
Pfizer Inc

Healthcare
34.4K
+ 6.11%
$25.01 - $27.13 $861K - $934K
598K $15.2M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
12.5K
New
$14.67 - $22.01 $183K - $275K
12.5K $192K
FTNT
Fortinet, Inc.

Technology
347
+ 0.42%
$92.49 - $114.57 $32.1K - $39.8K
82.2K $7.91M
LMT
Lockheed Martin Corp

Industrials
2.43K
+ 10.41%
$423.19 - $506.29 $1.03M - $1.23M
25.7K $11.5M
ASML
Asml Holding Nv

Technology
224
+ 52.09%
$662.63 - $776.99 $148K - $174K
654 $433K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.09K
+ 68.75%
$165.25 - $224.62 $180K - $244K
2.67K $442K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.51K
+ 0.98%
$32.5 - $33.3 $49.2K - $50.4K
156K $5.18M
LPLA
Lpl Financial Holdings Inc.

Financial Services
199
+ 0.37%
$308.87 - $383.33 $61.5K - $76.3K
54.7K $17.9M
VGIT
Vanguard Intermediate Term Tre

ETFs
250
+ 0.4%
$57.44 - $59.3 $14.4K - $14.8K
63.5K $3.77M
SGHT
Sight Sciences, Inc.

Healthcare
35.9K
New
$2.36 - $3.58 $84.7K - $129K
35.9K $86K
GLD
Spdr Gold Trust

ETFs
111
+ 9.93%
$243.19 - $288.14 $27K - $32K
1.23K $354K
ET
Energy Transfer LP

Energy
5.26K
+ 29.19%
$17.26 - $21.08 $90.8K - $111K
23.3K $433K
RTX
Raytheon Technologies Corp

Industrials
82
+ 2.13%
$114.1 - $135.66 $9.36K - $11.1K
3.93K $521K
PAYC
Paycom Software, Inc.

Technology
34
+ 0.73%
$199.42 - $225.82 $6.78K - $7.68K
4.72K $1.03M
AZN
Astrazeneca PLC

Healthcare
480
+ 13.99%
$65.37 - $77.96 $31.4K - $37.4K
3.91K $287K
WMB
Williams Companies, Inc.

Energy
130
+ 1.81%
$54.02 - $61.09 $7.02K - $7.94K
7.31K $436K
SLB
Schlumberger Limited

Energy
584
+ 10.47%
$38.4 - $43.74 $22.4K - $25.5K
6.16K $257K
UMC
United Microelectronics Corp

Technology
3.93K
+ 19.49%
$5.69 - $7.15 $22.3K - $28.1K
24.1K $172K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
2K
+ 10.0%
$16.48 - $19.07 $33K - $38.1K
22K $365K
NRZ
New Residential Investment Corp.

Real Estate
1.41K
+ 2.43%
N/A
59.3K $429K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2
+ 0.06%
$59.28 - $66.1 $119 - $132
3.57K $226K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.94K
+ 7.36%
$21.23 - $23.75 $41.1K - $46K
28.2K $605K
TJX
Tjx Companies Inc

Consumer Cyclical
27
+ 1.31%
$112.81 - $126.16 $3.05K - $3.41K
2.09K $254K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
222
+ 0.8%
$19.8 - $19.97 $4.4K - $4.43K
28.1K $557K
DEO
Diageo PLC

Consumer Defensive
439
+ 22.76%
$104.79 - $126.12 $46K - $55.4K
2.37K $248K
Brookfield Corp
4.53K
New
N/A
4.53K $0
Canadian Pacific Kansas City
18.9K
+ 8.87%
N/A
232K $0
Lam Research Corp
14.7K
+ 5.99%
N/A
260K $0
Gsk PLC
51
+ 0.01%
N/A
352K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3
+ 0.13%
$126.11 - $135.06 $378 - $405
2.34K $298K
Blackrock Inc
1
+ 0.29%
N/A
345 $0
XLY
Select Sector Spdr Consumer Di

ETFs
97
+ 9.34%
$192.6 - $233.2 $18.7K - $22.6K
1.14K $223K
CAT
Caterpillar Inc

Industrials
12
+ 1.42%
$326.75 - $407.63 $3.92K - $4.89K
858 $282K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
42
+ 0.25%
$32.42 - $36.13 $1.36K - $1.52K
17.1K $563K
ORCL
Oracle Corp

Technology
385
+ 12.43%
$139.81 - $186.47 $53.8K - $71.8K
3.48K $486K
SON
Sonoco Products CO

Consumer Cyclical
15
+ 0.07%
$44.71 - $49.22 $671 - $738
21.1K $998K
PCT
Pure Cycle Technologies, Inc.

Industrials
7.24K
+ 25.91%
$6.92 - $10.9 $50.1K - $78.9K
35.2K $243K
SFST
Southern First Bancshares Inc

Financial Services
631
+ 6.53%
$31.88 - $38.5 $20.1K - $24.3K
10.3K $338K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1
+ 0.01%
$77.91 - $92.26 $77.9 - $92.3
9.27K $736K
BX
Blackstone Inc.

Financial Services
1
+ 0.04%
$136.53 - $186.74 $137 - $187
2.55K $355K
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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