Foster Victor Wealth Advisors, LLC Reduced Holdings in Q1 2025

Foster Victor Wealth Advisors, LLC

  • $1.27 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-9.84K
- 80.9%
$551.42 - $612.93 $5.43M - $6.03M
2.32K $1.3M
EA
Electronic Arts Inc.

Communication Services
-36.7K
- 29.6%
$116.53 - $146.29 $4.28M - $5.37M
87.3K $12.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5.92K
- 14.91%
$468.34 - $539.52 $2.77M - $3.19M
33.8K $15.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-129K
- 52.77%
$24.91 - $29.02 $3.21M - $3.74M
115K $2.88M
ADBE
Adobe Inc.

Technology
-422
- 0.82%
$377.84 - $464.11 $159K - $196K
51.2K $19.6M
MET
Metlife Inc

Financial Services
-28.4K
- 17.38%
$77.7 - $87.0 $2.21M - $2.47M
135K $10.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-31.1K
- 2.3%
$21.75 - $24.28 $677K - $756K
1.32M $29.1M
NXPI
Nxp Semiconductors N.V.

Technology
-2.06K
- 4.23%
$189.99 - $245.86 $392K - $507K
46.6K $8.86M
USB
Us Bancorp \De\

Financial Services
-3.89K
- 2.07%
$40.92 - $50.9 $159K - $198K
184K $7.77M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.88K
- 0.48%
$53.6 - $58.97 $101K - $111K
385K $20.9M
VTV
Vanguard Value ETF

ETFs
-5.49K
- 1.83%
$167.73 - $179.21 $922K - $985K
295K $50.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-6.53K
- 37.28%
$56.17 - $59.71 $367K - $390K
11K $622K
VO
Vanguard Mid Cap ETF

ETFs
-785
- 5.3%
$251.87 - $277.95 $198K - $218K
14K $3.61M
VUG
Vanguard Growth ETF

ETFs
-190
- 5.31%
$369.1 - $427.61 $70.1K - $81.2K
3.39K $1.26M
FNDX
Schwab Fundamental U S Large C

ETFs
-7.74K
- 16.2%
$23.03 - $25.01 $178K - $194K
40.1K $936K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-387
- 2.74%
$102.49 - $119.96 $39.7K - $46.4K
13.7K $1.44M
TFC
Truist Financial Corp

Financial Services
-128
- 0.21%
$39.48 - $48.15 $5.05K - $6.16K
61.8K $2.54M
VOE
Vanguard Mid Cap Value Index F

ETFs
-605
- 16.95%
$156.61 - $168.02 $94.7K - $102K
2.96K $471K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-111
- 8.36%
$507.05 - $563.67 $56.3K - $62.6K
1.22K $625K
BAC
Bank Of America Corp

Financial Services
-1.45K
- 11.5%
$39.61 - $47.74 $57.3K - $69.1K
11.1K $464K
UPS
United Parcel Service Inc

Industrials
-33
- 0.76%
$109.66 - $136.26 $3.62K - $4.5K
4.33K $476K
VEA
Vanguard Ftse Developed Market

ETFs
-2.48K
- 15.09%
$47.4 - $52.99 $118K - $132K
14K $716K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-31.1K
- 22.09%
$88.0 - $115.5 $2.74M - $3.59M
110K $12.5M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.86K
- 19.0%
$25.81 - $28.52 $73.8K - $81.6K
12.2K $336K
FNDA
Schwab Fundamental U S Small C

ETFs
-1.38K
- 14.49%
$26.87 - $30.99 $37K - $42.6K
8.12K $222K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-2.26K
- 17.38%
$20.2 - $22.24 $45.6K - $50.2K
10.7K $228K
COST
Costco Wholesale Corp

Consumer Defensive
-61
- 12.95%
$890.62 - $1076.86 $54.3K - $65.7K
410 $387K
FNDF
Schwab Fundamental Intl Large

ETFs
-1.83K
- 21.6%
$32.9 - $37.45 $60.1K - $68.4K
6.63K $241K
LOW
Lowes Companies Inc

Consumer Cyclical
-28
- 1.19%
$222.66 - $268.42 $6.23K - $7.52K
2.32K $540K
LLY
Eli Lilly & CO

Healthcare
-91
- 12.26%
$725.72 - $929.72 $66K - $84.6K
651 $537K
IVV
Ishares Core S&P 500 ETF

ETFs
-22
- 3.99%
$554.06 - $615.85 $12.2K - $13.5K
530 $297K
SCHO
Schwab Short Term Us Treasury

ETFs
-1.6K
- 2.97%
$24.1 - $24.34 $38.6K - $38.9K
52.3K $1.27M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4
- 0.09%
$57.21 - $65.8 $229 - $263
4.43K $258K
UNH
Unitedhealth Group Inc

Healthcare
-52
- 6.05%
$461.52 - $548.18 $24K - $28.5K
808 $423K
NOC
Northrop Grumman Corp

Industrials
-50
- 11.19%
$433.45 - $513.82 $21.7K - $25.7K
397 $203K
IBM
International Business Machines Corp

Technology
-261
- 12.6%
$217.4 - $264.74 $56.7K - $69.1K
1.81K $450K
JPM
Jpmorgan Chase & CO

Financial Services
-203
- 2.44%
$225.19 - $279.95 $45.7K - $56.8K
8.13K $1.99M
PLTR
Palantir Technologies Inc.

Technology
-374
- 11.09%
$64.98 - $124.62 $24.3K - $46.6K
3K $252K
MPC
Marathon Petroleum Corp

Energy
-102
- 4.94%
$134.72 - $159.03 $13.7K - $16.2K
1.96K $285K
Trisalus Life Sciences Inc
-5.73K
- 31.25%
N/A
12.6K $0
NSC
Norfolk Southern Corp

Industrials
-1
- 0.1%
$227.69 - $259.76 $228 - $260
1K $236K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-62
- 2.44%
$87.68 - $94.52 $5.44K - $5.86K
2.48K $232K
SAP
Sap Se

Technology
-89
- 6.18%
$241.4 - $293.69 $21.5K - $26.1K
1.35K $362K
SHW
Sherwin Williams CO

Basic Materials
-24
- 1.18%
$330.16 - $365.55 $7.92K - $8.77K
2K $699K
LYG
Lloyds Banking Group PLC

Financial Services
-5.67K
- 10.44%
$2.58 - $3.9 $14.6K - $22.1K
48.6K $185K
ABT
Abbott Laboratories

Healthcare
-15
- 0.42%
$111.1 - $140.22 $1.67K - $2.1K
3.56K $471K
GE
General Electric CO

Industrials
-39
- 1.69%
$168.59 - $212.13 $6.58K - $8.27K
2.26K $452K
DUK
Duke Energy Corp

Utilities
-433
- 4.89%
$105.87 - $121.97 $45.8K - $52.8K
8.42K $1.03M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-722
- 3.8%
$69.81 - $78.9 $50.4K - $57K
18.3K $1.43M
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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