Foster Victor Wealth Advisors, LLC Portfolio Holdings
Foster Victor Wealth Advisors, LLC
- $1.53 Billion
- Q3 2025
Foster Victor Wealth Advisors, LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.53 Billion distributed in 221 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $54.8M, Amazon Com Inc with a value of $40.5M, Microsoft Corp with a value of $36.4M, Schwab Strategic Tr Us Large C with a value of $33.6M, and Mastercard Inc with a value of $29.5M.
Examining the 13F form we can see an increase of $131M in the current position value, from $1.4B to 1.53B.
Below you can find more details about Foster Victor Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.53 Billion
Technology: $293 Million
ETFs: $246 Million
Financial Services: $206 Million
Healthcare: $176 Million
Consumer Cyclical: $135 Million
Energy: $112 Million
Consumer Defensive: $99.6 Million
Industrials: $91.1 Million
Other: $171 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 221
- Current Value $1.53 Billion
- Prior Value $1.4 Billion
- Filing
- Period Q3 2025
- Filing Date October 10, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 26 stocks
- Additional Purchases 128 stocks
- Sold out of 0 stocks
- Reduced holdings in 55 stocks