FV

Foster Victor Wealth Advisors, LLC

13F
Foster Victor Wealth Advisors, LLC
Last update 2025-07-16 203 Stocks (18 new)
Value $1.48 Bil Turnover 6 %
Countries:
Top Holdings: VTV(3.56%)AMZN(2.70%)MSFT(2.37%)SCHX(2.19%)IQLT(1.94%)
Summary Stock Picks Current Portfolio
Foster Victor Wealth Advisors,... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTV
Vanguard Value ETF
294,840
52,555.2
-0.09%
3.560
0%
0.040
+9.77%
+7.66%
135,262.4
 
AMZN
Amazon.com Inc
179,171
39,872.7
+4.13%
2.700
+0.11%
0.000
+24.35%
+5.73%
2,462,569.1
Retail - Cyclical
MSFT
Microsoft Corp
69,306
34,896.2
+5.89%
2.370
+0.13%
0.000
+32.59%
+22.07%
3,809,699.0
Software
SCHX
Schwab U.S. Large-Cap ETF
1,308,401
32,356.8
-1.18%
2.190
-0.03%
0.060
+16.80%
+9.21%
57,707.1
 
IQLT
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
660,653
28,599.7
-1.38%
1.940
-0.03%
0.240
+8.01%
+18.98%
12,110.5
 
MA
Mastercard Inc
49,586
28,021.3
+1.93%
1.900
+0.04%
0.010
+5.75%
+7.86%
513,506.8
Credit Services
GOOGL
Alphabet Inc
145,079
25,623.8
+8.27%
1.740
+0.13%
0.000
+21.75%
+2.56%
2,351,451.6
Interactive Media
NDAQ
Nasdaq Inc
283,172
25,437.4
+1.20%
1.720
+0.02%
0.050
+26.93%
+23.12%
54,294.7
Capital Markets
QCOM
Qualcomm Inc
151,925
24,209.3
+4.60%
1.640
+0.07%
0.010
+8.04%
+4.09%
173,593.8
Semiconductors
LRCX
Lam Research Corp
233,152
23,271.0
-10.18%
1.580
-0.14%
0.020
+38.02%
+35.88%
124,854.7
Semiconductors

Foster Victor Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Foster Victor Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ORCL
Oracle Corp
2025-06-30
Add
Add
+0.67%
●
122.82 ($161.13) 218.63
$242.80
50.69%
Add 1219.39%
45,941
42,459
PYPL
PayPal Holdings Inc
2025-06-30
Add
Add
+0.27%
●
57.41 ($68.43) 74.81
$77.92
13.86%
Add 58.3%
146,726
54,035
SCHC
Schwab International Small-Cap Equity ETF
Schwab International Small-Cap Equity ETF
2025-06-30
New Buy
New Buy
+0.27%
●
32.41 ($38.69) 42.59
$43.69
12.92%
New holding
91,275
91,275
EEMV
iShares MSCI Emerging Markets Min Vol Factor ETF
iShares MSCI Emerging Markets Min Vol Factor ETF
2025-06-30
New Buy
New Buy
+0.26%
●
54.12 ($60.14) 62.8
$63.23
5.14%
New holding
61,188
61,188
VIGI
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
2025-06-30
New Buy
New Buy
+0.26%
●
75.29 ($86.32) 91.16
$90.43
4.76%
New holding
42,268
42,268
AVGO
Broadcom Inc
2025-06-30
Reduce
Reduce
-0.24%
●
146.29 ($216.36) 275.65
$288.97
33.56%
Reduce -21.22%
61,555
-16,580
JBND
JP MORGAN ETF TRUS
2025-06-30
New Buy
New Buy
+0.18%
●
52.31 ($52.96) 53.89
$53.13
0.33%
New holding
49,975
49,975
MAS
Masco Corp
2025-06-30
Reduce
Reduce
-0.18%
●
58.73 ($63.09) 71.06
$67.36
6.77%
Reduce -14.24%
218,906
-36,363
SPTL
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
2025-06-30
Reduce
Reduce
-0.18%
●
25.35 ($26.26) 27.78
$25.99
-1.05%
Reduce -28.07%
214,338
-83,631
CMCSA
Comcast Corp
2025-06-30
Reduce
Reduce
-0.17%
●
32.84 ($34.63) 36.9
$35.46
2.40%
Reduce -23.26%
200,341
-60,721

Foster Victor Wealth Advisors, LLC Total Holding History ($B)

To

Foster Victor Wealth Advisors, LLC's Asset Allocation

To

Foster Victor Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Foster Victor Wealth Advisors, LLC's Hypothetical Growth since 2025-06-30

Foster Victor Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Foster Victor Wealth Advisors, LLC's Holdings Heat Map

Size field:

Foster Victor Wealth Advisors, LLC's Holdings Bubble Chart

Foster Victor Wealth Advisors, LLC News

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