Foster Victor Wealth Advisors, LLC Portfolio Holdings
Foster Victor Wealth Advisors, LLC
- $1.4 Billion
- Q2 2025
Foster Victor Wealth Advisors, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.4 Billion distributed in 203 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $52.1M, Amazon Com Inc with a value of $39.3M, Microsoft Corp with a value of $34.5M, Schwab Strategic Tr Us Large C with a value of $32M, and Ishares Msci Intl Quality Fact with a value of $28.6M.
Examining the 13F form we can see an increase of $127M in the current position value, from $1.27B to 1.4B.
Below you can find more details about Foster Victor Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.4 Billion
Technology: $260 Million
ETFs: $233 Million
Financial Services: $183 Million
Healthcare: $161 Million
Consumer Cyclical: $135 Million
Energy: $99 Million
Consumer Defensive: $90.9 Million
Communication Services: $80.2 Million
Other: $157 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 203
- Current Value $1.4 Billion
- Prior Value $1.27 Billion
- Filing
- Period Q2 2025
- Filing Date July 15, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 18 stocks
- Additional Purchases 120 stocks
- Sold out of 0 stocks
- Reduced holdings in 51 stocks