Foster Victor Wealth Advisors, LLC Incresed Positions in Q2 2025

Foster Victor Wealth Advisors, LLC

  • $1.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
19
+ 0.24%
$243.75 - $303.93 $4.63K - $5.77K
8.06K $2.45M
MET
Metlife Inc

Financial Services
2.88K
+ 2.13%
$68.42 - $82.49 $197K - $237K
138K $11.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
283
+ 23.25%
$456.74 - $568.03 $129K - $161K
1.5K $852K
NEE
Nextera Energy Inc

Utilities
5.16K
+ 5.52%
$64.11 - $75.0 $331K - $387K
98.7K $6.85M
O
Realty Income Corp

Real Estate
4.55K
+ 3.9%
$52.27 - $58.52 $238K - $266K
121K $6.99M
PLTR
Palantir Technologies Inc.

Technology
295
+ 9.84%
$74.01 - $144.25 $21.8K - $42.6K
3.29K $448K
DBEU
Xtrackers Msci Europe Hedged E

ETFs
5.17K
+ 7.07%
$38.92 - $46.4 $201K - $240K
78.3K $3.45M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.44K
+ 10.64%
$421.16 - $509.5 $1.03M - $1.24M
25.4K $11.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.27K
+ 3.12%
$63.54 - $68.5 $208K - $224K
108K $7.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
23
+ 0.86%
$141.37 - $228.57 $3.25K - $5.26K
2.69K $609K
TFC
Truist Financial Corp

Financial Services
242
+ 0.39%
$34.79 - $42.99 $8.42K - $10.4K
62.1K $2.67M
COST
Costco Wholesale Corp

Consumer Defensive
73
+ 17.8%
$908.13 - $1056.85 $66.3K - $77.2K
483 $478K
BAC
Bank Of America Corp

Financial Services
347
+ 3.11%
$34.39 - $47.46 $11.9K - $16.5K
11.5K $543K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
426
+ 1.51%
$19.1 - $23.83 $8.14K - $10.2K
28.7K $683K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2
+ 0.02%
$70.44 - $86.87 $141 - $174
9.27K $805K
PG
Procter & Gamble CO

Consumer Defensive
3.65K
+ 7.78%
$157.66 - $172.39 $575K - $629K
50.5K $8.05M
OWL
Blue Owl Capital Inc.

Financial Services
30.1K
+ 4.81%
$15.9 - $21.16 $478K - $636K
655K $12.6M
XLY
Select Sector Spdr Consumer Di

ETFs
161
+ 14.19%
$176.34 - $218.59 $28.4K - $35.2K
1.3K $281K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
338
+ 9.48%
$57.14 - $72.68 $19.3K - $24.6K
3.9K $283K
CAT
Caterpillar Inc

Industrials
12
+ 1.4%
$273.94 - $388.21 $3.29K - $4.66K
870 $337K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
51
+ 0.3%
$29.12 - $35.84 $1.49K - $1.83K
17.1K $613K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
12
+ 0.17%
$72.61 - $88.75 $871 - $1.07K
7.07K $627K
MPC
Marathon Petroleum Corp

Energy
18
+ 0.92%
$118.55 - $170.08 $2.13K - $3.06K
1.98K $328K
VGIT
Vanguard Intermediate Term Tre

ETFs
68
+ 0.11%
$58.63 - $59.9 $3.99K - $4.07K
63.6K $3.8M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
100
+ 0.94%
$45.88 - $54.4 $4.59K - $5.44K
10.8K $586K
BX
Blackstone Inc.

Financial Services
49
+ 1.92%
$120.07 - $151.11 $5.88K - $7.4K
2.6K $388K
ABT
Abbott Laboratories

Healthcare
124
+ 3.49%
$123.95 - $138.08 $15.4K - $17.1K
3.68K $500K
WMB
Williams Companies, Inc.

Energy
49
+ 0.67%
$54.33 - $62.87 $2.66K - $3.08K
7.36K $461K
EFX
Equifax Inc

Industrials
8
+ 0.55%
$205.5 - $280.54 $1.64K - $2.24K
1.47K $380K
NSC
Norfolk Southern Corp

Industrials
8
+ 0.8%
$206.34 - $257.46 $1.65K - $2.06K
1.01K $258K
PNC
Pnc Financial Services Group, Inc.

Financial Services
23
+ 1.63%
$149.76 - $186.42 $3.44K - $4.29K
1.43K $266K
JEPI
J P Morgan Exchange Traded Fd

ETFs
281
+ 2.56%
$51.14 - $57.0 $14.4K - $16K
11.3K $640K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1
+ 0.04%
$114.78 - $133.31 $115 - $133
2.34K $312K
NRZ
New Residential Investment Corp.

Real Estate
1.36K
+ 2.3%
N/A
60.6K $439K
TJX
Tjx Companies Inc

Consumer Cyclical
35
+ 1.67%
$119.13 - $135.03 $4.17K - $4.73K
2.13K $262K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
151
+ 0.54%
$19.58 - $19.93 $2.96K - $3.01K
28.2K $562K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
56
+ 2.26%
$85.42 - $94.39 $4.78K - $5.29K
2.53K $237K
CROX
Crocs, Inc.

Consumer Cyclical
4.73K
+ 4.88%
$88.67 - $120.26 $419K - $569K
102K $10.3M
Brookfield Corp
1
+ 0.02%
N/A
4.53K $0
Canadian Pacific Kansas City
7K
+ 3.01%
N/A
239K $0
Blackrock Inc
5
+ 1.45%
N/A
350 $0
Gsk PLC
11.4K
+ 3.23%
N/A
364K $0
NOC
Northrop Grumman Corp

Industrials
3
+ 0.76%
$456.3 - $540.39 $1.37K - $1.62K
400 $199K
PRU
Prudential Financial Inc

Financial Services
25
+ 1.23%
$95.12 - $112.71 $2.38K - $2.82K
2.06K $221K
SHW
Sherwin Williams CO

Basic Materials
14
+ 0.7%
$313.51 - $363.51 $4.39K - $5.09K
2.02K $692K
ET
Energy Transfer LP

Energy
238
+ 1.02%
$15.65 - $18.93 $3.72K - $4.51K
23.5K $426K
LOW
Lowes Companies Inc

Consumer Cyclical
86
+ 3.71%
$210.83 - $235.28 $18.1K - $20.2K
2.4K $532K
MCD
Mcdonalds Corp

Consumer Cyclical
46
+ 3.01%
$285.55 - $321.23 $13.1K - $14.8K
1.58K $460K
LLY
Eli Lilly & CO

Healthcare
14
+ 2.15%
$713.71 - $898.95 $9.99K - $12.6K
665 $518K
Activity Summary
Buys All Purchases 138 New Holdings 18 Increased Positions 120 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 1
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