Foster Victor Wealth Advisors, LLC Reduced Holdings in Q3 2025

Foster Victor Wealth Advisors, LLC

  • $1.53 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CI
Cigna Corp

Healthcare
-11.5K
- 19.67%
$262.23 - $334.39 $3.02M - $3.85M
47K $13.6M
FSLR
First Solar, Inc.

Technology
-46.7K
- 49.52%
$160.84 - $223.53 $7.52M - $10.4M
47.7K $10.5M
META
Meta Platforms, Inc.

Communication Services
-728
- 2.39%
$695.21 - $791.73 $506K - $576K
29.7K $21.8M
EMR
Emerson Electric CO

Industrials
-2.65K
- 2.04%
$128.6 - $149.63 $341K - $397K
127K $16.7M
NDAQ
Nasdaq, Inc.

Financial Services
-2K
- 0.7%
$86.73 - $96.94 $173K - $193K
281K $24.9M
AVGO
Broadcom Inc.

Technology
-11.4K
- 18.52%
$264.74 - $369.57 $3.02M - $4.21M
50.2K $16.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-6.4K
- 62.8%
$62.09 - $66.51 $397K - $425K
3.79K $247K
VUG
Vanguard Growth ETF

ETFs
-831
- 43.69%
$433.97 - $484.08 $361K - $402K
1.07K $513K
FNDX
Schwab Fundamental U S Large C

ETFs
-12K
- 58.2%
$24.38 - $26.34 $293K - $317K
8.64K $227K
UPS
United Parcel Service Inc

Industrials
-464
- 13.96%
$82.58 - $105.54 $38.3K - $49K
2.86K $238K
DEO
Diageo PLC

Consumer Defensive
-266
- 11.34%
$93.64 - $115.33 $24.9K - $30.7K
2.08K $198K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-478
- 2.74%
$81.76 - $86.36 $39.1K - $41.3K
17K $1.44M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-2.2K
- 1.43%
$33.26 - $34.01 $73K - $74.7K
152K $5.14M
DIS
Walt Disney CO

Communication Services
-63
- 3.3%
$112.25 - $124.0 $7.07K - $7.81K
1.85K $211K
ET
Energy Transfer LP

Energy
-89
- 0.38%
$17.11 - $18.16 $1.52K - $1.62K
23.4K $402K
VEA
Vanguard Ftse Developed Market

ETFs
-759
- 9.03%
$56.02 - $60.3 $42.5K - $45.8K
7.65K $458K
SCHO
Schwab Short Term Us Treasury

ETFs
-840
- 1.73%
$24.23 - $24.42 $20.4K - $20.5K
47.8K $1.17M
PRU
Prudential Financial Inc

Financial Services
-25
- 1.21%
$100.68 - $109.89 $2.52K - $2.75K
2.03K $211K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-324
- 8.3%
$72.04 - $77.35 $23.3K - $25.1K
3.58K $274K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-526
- 1.86%
$19.85 - $20.2 $10.4K - $10.6K
27.7K $556K
EFX
Equifax Inc

Industrials
-8
- 0.55%
$234.03 - $265.73 $1.87K - $2.13K
1.46K $374K
Blackrock Inc
-10
- 2.86%
N/A
340 $0
J P Morgan Exchange Traded F
-824
- 1.65%
N/A
49.2K $0
Lam Research Corp
-44.8K
- 19.23%
N/A
188K $0
SHW
Sherwin Williams CO

Basic Materials
-5
- 0.25%
$330.88 - $375.23 $1.65K - $1.88K
2.01K $696K
IEFA
Ishares Tr

ETFs
-19
- 0.64%
$81.7 - $87.53 $1.55K - $1.66K
2.96K $258K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-265
- 2.86%
$87.07 - $93.06 $23.1K - $24.7K
9.01K $824K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-24
- 4.54%
$404.94 - $499.99 $9.72K - $12K
505 $244K
RTX
Raytheon Technologies Corp

Industrials
-274
- 7.25%
$144.19 - $167.33 $39.5K - $45.8K
3.5K $586K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-22
- 0.31%
$87.69 - $96.0 $1.93K - $2.11K
7.05K $664K
GE
General Electric CO

Industrials
-203
- 8.83%
$244.75 - $305.63 $49.7K - $62K
2.1K $630K
NOC
Northrop Grumman Corp

Industrials
-2
- 0.5%
$498.9 - $609.32 $998 - $1.22K
398 $242K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-996
- 0.46%
$25.67 - $27.21 $25.6K - $27.1K
213K $5.75M
SFST
Southern First Bancshares Inc

Financial Services
-243
- 2.36%
$38.64 - $45.54 $9.39K - $11.1K
10K $443K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-3.12K
- 4.7%
$56.98 - $61.66 $178K - $192K
63.3K $3.87M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-4.22K
- 4.62%
$42.28 - $45.71 $178K - $193K
87.1K $3.96M
ORCL
Oracle Corp

Technology
-9.96K
- 21.67%
$218.96 - $328.33 $2.18M - $3.27M
36K $10.1M
SNX
Td Synnex Corp

Technology
-21
- 0.72%
$135.82 - $166.01 $2.85K - $3.49K
2.88K $471K
PLTR
Palantir Technologies Inc.

Technology
-212
- 6.44%
$130.68 - $186.97 $27.7K - $39.6K
3.08K $561K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-69
- 0.52%
$108.46 - $120.63 $7.48K - $8.32K
13.3K $1.58M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-318
- 0.1%
$48.5 - $50.19 $15.4K - $16K
305K $15.3M
GOOG
Alphabet Inc.

Communication Services
-13
- 0.16%
$175.16 - $255.24 $2.28K - $3.32K
7.9K $1.92M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.78K
- 0.27%
$41.43 - $44.2 $73.8K - $78.7K
659K $29.1M
GXO
Gxo Logistics, Inc.

Industrials
-360
- 0.22%
$48.07 - $54.59 $17.3K - $19.7K
160K $8.46M
TSLA
Tesla, Inc.

Consumer Cyclical
-133
- 2.09%
$293.94 - $444.72 $39.1K - $59.1K
6.24K $2.78M
CCJ
Cameco Corp

Energy
-3K
- 2.14%
$70.47 - $86.89 $211K - $260K
137K $11.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-384
- 1.14%
$546.99 - $602.2 $210K - $231K
33.3K $20M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-31.6K
- 2.42%
$24.46 - $26.5 $774K - $838K
1.28M $33.6M
VLO
Valero Energy Corp

Energy
-13.3K
- 11.55%
$131.77 - $175.63 $1.75M - $2.34M
102K $17.4M
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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