FV

Foster Victor Wealth Advisors, LLC

13F
Foster Victor Wealth Advisors, LLC
Last update 2025-04-17 195 Stocks (19 new)
Value $1.24 Bil Turnover 9 %
Countries:
Top Holdings: VTV(3.84%)AMZN(2.56%)SCHX(2.24%)IQLT(2.10%)MSFT(2.04%)
Summary Stock Picks Current Portfolio
Foster Victor Wealth Advisors,... Top Holdings of 2025-03-31 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
295,108
47,757.4
-1.83%
3.840
-0.07%
0.030
+8.26%
+7.31%
131,767.6
 
AMZN
Amazon.com Inc
172,057
31,808.2
+5.83%
2.560
+0.14%
0.000
+25.22%
+1.83%
2,371,799.3
Retail - Cyclical
SCHX
Schwab U.S. Large-Cap ETF
1,323,973
27,909.3
-2.30%
2.240
-0.06%
0.060
+17.13%
+7.49%
56,642.8
 
IQLT
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
669,902
26,079.3
-2.41%
2.100
-0.05%
0.300
+11.30%
+17.99%
11,986.6
 
MSFT
Microsoft Corp
65,453
25,425.2
+13.80%
2.040
+0.25%
0.000
+33.94%
+18.80%
3,707,650.2
Software
MA
Mastercard Inc
48,645
24,796.9
+0.42%
1.990
+0.01%
0.010
+7.46%
+8.43%
516,916.7
Credit Services
GOOGL
Alphabet Inc
133,996
21,056.1
+7.96%
1.690
+0.12%
0.000
+19.26%
-4.94%
2,184,120.1
Interactive Media
SSNC
SS&C Technologies Holdings Inc
267,509
20,349.4
-2.07%
1.640
-0.03%
0.110
+4.73%
+10.84%
20,596.3
Software
QCOM
Qualcomm Inc
145,238
20,224.4
+17.48%
1.630
+0.24%
0.010
+17.05%
+6.80%
178,106.6
Semiconductors
NDAQ
Nasdaq Inc
279,815
20,015.2
+3.80%
1.610
+0.06%
0.050
+22.44%
+17.26%
51,711.1
Capital Markets

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
MRK
Merck & Co Inc
2025-03-31
Add
Add
+0.65%
●
83.01 ($93.37) 101.02
$80.93
-13.32%
Add 4240.45%
104,952
102,534
NVS
Novartis AG
2025-03-31
Sold Out
Sold Out
-0.65%
●
97.14 ($106.46) 115.57
$121.90
14.50%
Sold Out
0
-86,724
TEL
TE Connectivity PLC
2025-03-31
Sold Out
Sold Out
-0.49%
●
140.64 ($148) 156.98
$174.29
17.76%
Sold Out
0
-43,608
EOG
EOG Resources Inc
2025-03-31
Add
Add
+0.47%
●
120.54 ($128.69) 138.05
$123.15
-4.30%
Add 3008.35%
56,199
54,391
BDX
Becton Dickinson & Co
2025-03-31
New Buy
New Buy
+0.45%
●
222.79 ($232.01) 249.08
$176.16
-24.07%
New holding
27,966
27,966
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-0.45%
●
551.42 ($587.78) 612.93
$625.34
6.39%
Reduce -80.9%
2,324
-9,843
OKE
ONEOK Inc
2025-03-31
Add
Add
+0.43%
●
89.57 ($99.27) 109.85
$82.14
-17.26%
Add 61.21%
170,959
64,909
KO
Coca-Cola Co
2025-03-31
Add
Add
+0.40%
●
60.81 ($66.78) 72.32
$71.35
6.84%
Add 376.39%
86,321
68,201
EA
Electronic Arts Inc
2025-03-31
Reduce
Reduce
-0.40%
●
116.53 ($135.03) 146.29
$155.37
15.06%
Reduce -29.6%
87,329
-36,723
FSLR
First Solar Inc
2025-03-31
Add
Add
+0.34%
●
126.34 ($156.16) 197.73
$185.03
18.49%
Add 53.15%
96,794
33,593

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

  • 1

Foster Victor Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31

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

  • 1

Discussions on Foster Victor Wealth Advisors, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.