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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.23B
$12.6 Million 0.9% of portfolio
654,566
Q2 2025 Added 4.81%
$122B
$12.6 Million 0.9% of portfolio
27,255
Q2 2025 Added 5.94%
$197B
$12.4 Million 0.88% of portfolio
93,666
Q2 2025 Added 17.85%
$98.4B
$11.8 Million 0.85% of portfolio
260,855
Q2 2025 Reduced 0.61%
$99.7B
$11.3 Million 0.81% of portfolio
25,364
Q2 2025 Added 10.64%
$63.2B
$11.1 Million 0.79% of portfolio
137,966
Q2 2025 Added 2.13%
$75.9B
$10.9 Million 0.78% of portfolio
146,726
Q2 2025 Added 58.3%
$553B
$10.8 Million 0.77% of portfolio
30,383
Q2 2025 Added 3.03%
$309B
$10.6 Million 0.76% of portfolio
73,916
Q2 2025 Added 7.63%
$57.1B
$10.4 Million 0.75% of portfolio
31,826
Q2 2025 Added 6.48%
$5B
$10.3 Million 0.74% of portfolio
101,700
Q2 2025 Added 4.88%
$34.4B
$10.4 Million 0.74% of portfolio
140,296
Q2 2025 Reduced 25.52%
$27.3B
$10.2 Million 0.73% of portfolio
61,539
Q2 2025 Added 10.64%
$885B
$10 Million 0.72% of portfolio
45,941
Q2 2025 Added 1,219.39%
$213B
$9.3 Million 0.66% of portfolio
117,453
Q2 2025 Added 11.91%
$183B
$8.81 Million 0.63% of portfolio
203,600
Q2 2025 Added 2.64%
$57.6B
$8.66 Million 0.62% of portfolio
39,642
Q2 2025 Reduced 15.01%
$1.07B
$8.23 Million 0.59% of portfolio
146,508
Q2 2025 Added 5.63%
$373B
$8.05 Million 0.58% of portfolio
50,521
Q2 2025 Added 7.78%
$4.59B
$8.16 Million 0.58% of portfolio
363,030
Q2 2025 Added 7.75%
$5.97B
$7.8 Million 0.56% of portfolio
160,258
Q2 2025 Reduced 0.34%
$73.1B
$7.73 Million 0.55% of portfolio
170,862
Q2 2025 Reduced 7.19%
$99.7B
$7.67 Million 0.55% of portfolio
83,551
Q2 2025 Added 3.81%
$25.5B
$7.76 Million 0.55% of portfolio
462,857
Q2 2025 Added 2.85%
$50B
$7.48 Million 0.54% of portfolio
42,931
Q2 2025 Added 2.56%
$10.2B
$7.39 Million 0.53% of portfolio
389,384
Q2 2025 Added 22.26%
$25.3B
$7.42 Million 0.53% of portfolio
315,402
Q2 2025 Added 3.75%
$85.3B
$7.3 Million 0.52% of portfolio
108,187
Q2 2025 Added 3.12%
$147B
$7.15 Million 0.51% of portfolio
200,341
Q2 2025 Reduced 23.26%
$70.5B
$7.07 Million 0.51% of portfolio
59,134
Q2 2025 Added 5.22%
$36.7B
$6.99 Million 0.5% of portfolio
121,337
Q2 2025 Added 3.9%
$19.7B
$7 Million 0.5% of portfolio
57,708
Q2 2025 Added 3.6%
$26.3B
$6.89 Million 0.49% of portfolio
203,297
Q2 2025 Added 1.03%
$140B
$6.85 Million 0.49% of portfolio
98,683
Q2 2025 Added 5.52%
$53.7B
$6.76 Million 0.48% of portfolio
39,274
Q2 2025 Added 40.43%
$293B
$5.92 Million 0.42% of portfolio
83,660
Q2 2025 Reduced 3.08%
$0
$5.7 Million 0.41% of portfolio
214,338
Q2 2025 Reduced 28.07%
$0
$5.17 Million 0.37% of portfolio
153,868
Q2 2025 Reduced 1.27%
$442B
$4.85 Million 0.35% of portfolio
30,693
Q2 2025 Reduced 9.87%
$0
$3.88 Million 0.28% of portfolio
13,880
Q2 2025 Reduced 1.01%
$0
$3.89 Million 0.28% of portfolio
91,275
Q2 2025 New
$0
$3.84 Million 0.27% of portfolio
61,188
Q2 2025 New
$0
$3.81 Million 0.27% of portfolio
66,378
Q2 2025 Reduced 3.83%
$0
$3.8 Million 0.27% of portfolio
63,600
Q2 2025 Added 0.11%
$0
$3.81 Million 0.27% of portfolio
42,268
Q2 2025 New
$0
$3.83 Million 0.27% of portfolio
49,554
Q2 2025 Reduced 3.86%
$0
$3.45 Million 0.25% of portfolio
78,342
Q2 2025 Added 7.07%
$0
$3.1 Million 0.22% of portfolio
106,054
Q2 2025 Reduced 7.96%
$59.9B
$2.67 Million 0.19% of portfolio
62,087
Q2 2025 Added 0.39%

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
Track This Portfolio

Track Foster Victor Wealth Advisors, LLC Portfolio

Follow Foster Victor Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foster Victor Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foster Victor Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email