Foster Victor Wealth Advisors, LLC Purchases in Q3 2025

Foster Victor Wealth Advisors, LLC

  • $1.53 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MET
Metlife Inc

Financial Services
6.42K
+ 4.66%
$73.82 - $82.37 $474K - $529K
144K $11.9M
USB
Us Bancorp \De\

Financial Services
5.27K
+ 3.08%
$43.94 - $50.41 $231K - $266K
176K $8.51M
O
Realty Income Corp

Real Estate
5.83K
+ 4.8%
$56.13 - $60.79 $327K - $354K
127K $7.73M
SPGI
S&P Global Inc.

Financial Services
3.92K
+ 12.52%
$484.94 - $564.15 $1.9M - $2.21M
35.2K $17.2M
SO
Southern CO

Utilities
3.98K
+ 4.76%
$90.83 - $96.0 $361K - $382K
87.5K $8.29M
NXPI
Nxp Semiconductors N.V.

Technology
1.05K
+ 2.65%
$205.16 - $239.07 $215K - $251K
40.7K $9.27M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
853
+ 56.87%
$567.77 - $614.76 $484K - $524K
2.35K $1.44M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.77K
+ 193.3%
$185.88 - $207.44 $515K - $574K
4.2K $843K
HBAN
Huntington Bancshares Inc

Financial Services
16.3K
+ 3.52%
$15.87 - $17.88 $259K - $291K
479K $8.27M
PEAK
Healthpeak Properties, Inc.

Real Estate
26.7K
+ 6.87%
N/A
416K $7.89M
FSMD
Fidelity Covington Tr Small Mi

ETFs
10.7K
New
$41.29 - $44.71 $441K - $477K
10.7K $469K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15.8K
New
$26.38 - $27.95 $416K - $441K
15.8K $430K
IVV
Ishares Core S&P 500 ETF

ETFs
567
+ 115.01%
$620.67 - $670.08 $352K - $380K
1.06K $709K
LLY
Eli Lilly & CO

Healthcare
527
+ 79.25%
$625.65 - $812.69 $330K - $428K
1.19K $909K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.95K
New
$103.83 - $179.9 $202K - $350K
1.95K $347K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.32K
+ 98.93%
$132.9 - $142.03 $308K - $329K
4.66K $657K
VTI
Vanguard Total Stock Market Et

ETFs
447
+ 5.55%
$303.93 - $329.86 $136K - $147K
8.51K $2.79M
SHEL
Shell PLC

Energy
4.6K
New
$69.82 - $73.93 $321K - $340K
4.6K $328K
CSCO
Cisco Systems, Inc.

Technology
7.86K
+ 3.51%
$66.2 - $71.79 $520K - $564K
232K $15.8M
IWS
Ishares Russell Midcap Value E

ETFs
2.28K
New
$132.83 - $140.61 $303K - $321K
2.28K $318K
FHN
First Horizon Corp

Financial Services
13.6K
New
$21.16 - $23.23 $288K - $317K
13.6K $308K
XOM
Exxon Mobil Corp

Energy
2.2K
+ 20.39%
$105.83 - $117.22 $233K - $258K
13K $1.47M
TFC
Truist Financial Corp

Financial Services
2.88K
+ 4.64%
$42.83 - $47.07 $123K - $136K
65K $2.97M
NVO
Novo Nordisk A S

Healthcare
5.4K
New
$45.38 - $71.7 $245K - $387K
5.4K $299K
JPM
Jpmorgan Chase & CO

Financial Services
271
+ 3.26%
$282.78 - $316.06 $76.6K - $85.7K
8.57K $2.7M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.41K
New
$108.08 - $121.73 $260K - $293K
2.41K $289K
AJG
Arthur J. Gallagher & Co.

Financial Services
895
New
$284.17 - $319.49 $254K - $286K
895 $277K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.21K
+ 39.05%
$53.81 - $57.52 $226K - $242K
15K $861K
DLR
Digital Realty Trust, Inc.

Real Estate
1.89K
+ 4.4%
$161.21 - $180.02 $304K - $340K
44.8K $7.75M
RIO
Rio Tinto PLC

Basic Materials
3.95K
New
$57.66 - $66.01 $228K - $261K
3.95K $260K
NSC
Norfolk Southern Corp

Industrials
711
+ 70.54%
$259.49 - $300.41 $184K - $214K
1.72K $516K
AXP
American Express CO

Financial Services
762
New
$294.27 - $342.31 $224K - $261K
762 $253K
TM
Toyota Motor Corp

Consumer Cyclical
1.27K
New
$167.86 - $202.79 $214K - $258K
1.27K $243K
DUK
Duke Energy Corp

Utilities
1.52K
+ 18.11%
$116.31 - $125.93 $177K - $192K
9.94K $1.23M
UAL
United Airlines Holdings, Inc.

Industrials
2.43K
New
$80.05 - $109.36 $194K - $266K
2.43K $234K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.02K
+ 35.67%
$55.61 - $57.37 $223K - $231K
15.3K $872K
BX
Blackstone Inc.

Financial Services
1.03K
+ 39.65%
$152.77 - $188.68 $157K - $194K
3.62K $619K
OWL
Blue Owl Capital Inc.

Financial Services
102K
+ 15.53%
$16.93 - $20.8 $1.72M - $2.11M
756K $12.8M
GD
General Dynamics Corp

Industrials
644
New
$293.92 - $341.0 $189K - $220K
644 $219K
ACGL
Arch Capital Group Ltd.

Financial Services
2.41K
New
$85.61 - $93.54 $206K - $226K
2.41K $218K
BTI
British American Tobacco P.L.C.

Consumer Defensive
3.95K
New
$46.69 - $59.27 $184K - $234K
3.95K $209K
ASML
Asml Holding Nv

Technology
102
+ 15.6%
$689.63 - $968.09 $70.3K - $98.7K
756 $731K
IVE
Ishares S&P 500 Value ETF

ETFs
994
New
$194.44 - $206.51 $193K - $205K
994 $205K
ICLR
Icon PLC

Healthcare
1.13K
New
$139.63 - $195.01 $157K - $220K
1.13K $197K
SNOW
Snowflake Inc.

Technology
874
New
$191.73 - $241.0 $168K - $211K
874 $197K
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.01%
$279.83 - $293.74 $560 - $587
13.9K $4.08M
CAT
Caterpillar Inc

Industrials
231
+ 26.55%
$390.92 - $477.15 $90.3K - $110K
1.1K $525K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
70
+ 2.6%
$224.68 - $282.71 $15.7K - $19.8K
2.76K $771K
CARR
Carrier Global Corp

Industrials
42.2K
+ 24.14%
$58.75 - $80.73 $2.48M - $3.4M
217K $12.9M
Activity Summary
Buys All Purchases 154 New Holdings 26 Increased Positions 128 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 2
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