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
V
Visa Inc.

Financial Services
1.65K
+ 5.44%
$332.09 - $358.86 $549K - $594K
32K $10.9M
VRT
Vertiv Holdings CO

Industrials
1.62K
New
N/A
1.62K $140K
GLD
Spdr Gold Trust

ETFs
234
+ 20.86%
$300.96 - $355.47 $70.4K - $83.2K
1.36K $482K
MPC
Marathon Petroleum Corp

Energy
359
+ 18.13%
$158.59 - $198.69 $56.9K - $71.3K
2.34K $450K
MDLZ
Mondelez International, Inc.

Consumer Defensive
10.4K
+ 9.66%
$60.9 - $70.75 $636K - $739K
119K $7.41M
UNH
Unitedhealth Group Inc

Healthcare
228
+ 28.18%
$237.77 - $353.61 $54.2K - $80.6K
1.04K $358K
INTC
Intel Corp

Technology
267
+ 3.1%
$19.31 - $35.5 $5.16K - $9.48K
8.88K $297K
AZN
Astrazeneca PLC

Healthcare
1.02K
+ 26.61%
$68.72 - $82.11 $70K - $83.7K
4.85K $372K
VGIT
Vanguard Intermediate Term Tre

ETFs
1.37K
+ 2.15%
$58.97 - $60.36 $80.6K - $82.5K
65K $3.9M
EPD
Enterprise Products Partners L.P.

Energy
2.48K
+ 38.29%
$30.74 - $32.14 $76.3K - $79.7K
8.96K $280K
EEMV
Ishares Msci Emerging Markets

ETFs
171
+ 0.28%
$61.94 - $64.63 $10.6K - $11.1K
61.4K $3.92M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
576
+ 2.01%
$23.82 - $25.84 $13.7K - $14.9K
29.2K $751K
SLB
Schlumberger Limited

Energy
1.84K
+ 29.62%
$32.37 - $37.31 $59.5K - $68.6K
8.04K $276K
BAC
Bank Of America Corp

Financial Services
176
+ 1.53%
$44.92 - $52.42 $7.91K - $9.23K
11.7K $601K
NKE
Nike, Inc.

Consumer Cyclical
4.25K
+ 2.29%
$69.24 - $79.24 $294K - $336K
189K $13.2M
TJX
Tjx Companies Inc

Consumer Cyclical
54
+ 2.54%
$121.35 - $144.54 $6.55K - $7.81K
2.18K $314K
IVW
Ishares S&P 500 Growth ETF

ETFs
260
+ 14.23%
$108.97 - $121.65 $28.3K - $31.6K
2.09K $251K
VGT
Vanguard Information Technolog

ETFs
33
+ 10.61%
$656.44 - $753.15 $21.7K - $24.9K
344 $256K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
48
+ 0.28%
$36.04 - $38.78 $1.73K - $1.86K
17.2K $662K
LYG
Lloyds Banking Group PLC

Financial Services
7.69K
+ 16.25%
$4.03 - $4.63 $31K - $35.6K
55K $249K
UMC
United Microelectronics Corp

Technology
4.87K
+ 20.67%
$6.58 - $7.86 $32.1K - $38.3K
28.5K $215K
VB
Vanguard Small Cap ETF

ETFs
69
+ 6.74%
$237.58 - $259.17 $16.4K - $17.9K
1.09K $277K
VIG
Vanguard Dividend Appreciation

ETFs
175
+ 3.9%
N/A
4.66K $848K
WMB
Williams Companies, Inc.

Energy
394
+ 5.36%
$56.52 - $64.01 $22.3K - $25.2K
7.75K $490K
EFA
Ishares Tr Msci Eafe ETF

ETFs
129
+ 3.28%
$87.29 - $93.61 $11.3K - $12.1K
4.07K $379K
MCD
Mcdonalds Corp

Consumer Cyclical
16
+ 1.02%
$291.67 - $316.99 $4.67K - $5.07K
1.59K $483K
SAP
Sap Se

Technology
262
+ 20.02%
$252.42 - $311.93 $66.1K - $81.7K
1.57K $419K
HUN
Huntsman Corp

Basic Materials
4K
+ 36.39%
$8.87 - $12.07 $35.5K - $48.3K
15K $134K
AVXL
Anavex Life Sciences Corp.

Healthcare
2.82K
+ 7.47%
$8.44 - $13.41 $23.8K - $37.7K
40.5K $360K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
98
+ 3.87%
$92.18 - $95.14 $9.03K - $9.32K
2.63K $250K
IBN
Icici Bank LTD

Financial Services
1.07K
+ 17.41%
$30.23 - $34.41 $32.4K - $36.9K
7.22K $218K
NRZ
New Residential Investment Corp.

Real Estate
1.21K
+ 2.0%
N/A
61.8K $448K
ABT
Abbott Laboratories

Healthcare
94
+ 2.55%
$120.51 - $136.62 $11.3K - $12.8K
3.78K $505K
BND
Vanguard Bd Index Fd Inc Total

ETFs
5
+ 0.15%
$72.57 - $74.72 $363 - $374
3.33K $247K
CRH.L
Crh PLC

Basic Materials
2.29K
New
N/A
2.29K $0
Linde PLC
483
New
N/A
483 $0
Canadian Pacific Kansas City
26.8K
+ 11.19%
N/A
266K $0
ALCC
Alt C Acquisition Corp.

Financial Services
18
+ 0.2%
N/A
8.87K $0
Brookfield Corp
138
+ 3.05%
N/A
4.66K $0
Gsk PLC
21.8K
+ 5.99%
N/A
385K $0
SON
Sonoco Products CO

Consumer Cyclical
128
+ 0.61%
$42.77 - $48.68 $5.47K - $6.23K
21.3K $916K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
62.9K
+ 42.95%
$38.58 - $58.24 $2.43M - $3.66M
209K $8.21M
EOG
Eog Resources Inc

Energy
3.77K
+ 6.37%
$112.12 - $126.1 $422K - $475K
62.9K $7.05M
HON
Honeywell International Inc

Industrials
17
+ 1.34%
$207.7 - $240.4 $3.53K - $4.09K
1.29K $271K
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 1.45%
$915.95 - $994.57 $6.41K - $6.96K
490 $453K
HDB
Hdfc Bank LTD

Financial Services
2.93K
+ 98.89%
$34.14 - $78.94 $100K - $231K
5.89K $201K
PM
Philip Morris International Inc.

Consumer Defensive
10.1K
+ 10.46%
$157.77 - $183.27 $1.6M - $1.86M
107K $17.4M
LPLA
Lpl Financial Holdings Inc.

Financial Services
6.18K
+ 11.11%
$332.69 - $399.0 $2.06M - $2.47M
61.8K $20.6M
PYPL
Pay Pal Holdings, Inc.

Financial Services
10.9K
+ 7.45%
$65.64 - $78.22 $718K - $855K
158K $10.6M
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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