Foster Victor Wealth Advisors, LLC New Holdings in Q3 2025

Foster Victor Wealth Advisors, LLC

  • $1.53 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
C
Citigroup Inc

Financial Services
138K
New
$85.57 - $103.49 $11.8M - $14.3M
138K $14M
SCHA
Schwab Strategic Tr Us Small C

ETFs
139K
New
$25.29 - $28.33 $3.53M - $3.95M
139K $3.89M
RSG
Republic Services, Inc.

Industrials
12.9K
New
$225.33 - $246.01 $2.91M - $3.18M
12.9K $2.97M
INTF
Ishares Tr

ETFs
13.4K
New
$33.72 - $36.17 $453K - $486K
13.4K $482K
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
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.95K
New
$103.83 - $179.9 $202K - $350K
1.95K $347K
SHEL
Shell PLC

Energy
4.6K
New
$69.82 - $73.93 $321K - $340K
4.6K $328K
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
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
RIO
Rio Tinto PLC

Basic Materials
3.95K
New
$57.66 - $66.01 $228K - $261K
3.95K $260K
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
UAL
United Airlines Holdings, Inc.

Industrials
2.43K
New
$80.05 - $109.36 $194K - $266K
2.43K $234K
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
IVE
Ishares S&P 500 Value ETF

ETFs
994
New
$194.44 - $206.51 $193K - $205K
994 $205K
SNOW
Snowflake Inc.

Technology
874
New
$191.73 - $241.0 $168K - $211K
874 $197K
ICLR
Icon PLC

Healthcare
1.13K
New
$139.63 - $195.01 $157K - $220K
1.13K $197K
VRT
Vertiv Holdings CO

Industrials
1.62K
New
N/A
1.62K $140K
Linde PLC
483
New
N/A
483 $0
CRH.L
Crh PLC

Basic Materials
2.29K
New
N/A
2.29K $0
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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