Top 50 Foster Victor Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 3.43% | 295.7K | $60.0M | +1.39%(+4.04K) | $109.92(+89.57%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.68% | 188.4K | $46.9M | +3.48%(+6.33K) | $144.46(+86.99%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.67% | 140.5K | $46.8M | +30.83%(+33.11K) | $147.99(+172.06%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 2.01% | 1.28M | $35.1M | +2.74%(+34.22K) | $16.77(+73.93%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 1.92% | 123.0K | $33.5M | -18.21%(-27.40K) | $87.68(+236.93%) | 2026-03-31 | |
| IQLT | ISHARES TR | 1.89% | 669.8K | $33.0M | +2.24%(+14.64K) | $34.52(+43.06%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.7% | 75.5K | $29.7M | +4.15%(+3.00K) | $320.50(+26.43%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.63% | 110.2K | $28.5M | +68.18%(+44.66K) | $197.64(+51.22%) | 2026-03-31 | |
| NDAQ | NASDAQ INC | 1.63% | 328.7K | $28.5M | +8.61%(+26.05K) | $62.06(+45.36%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 1.45% | 409.1K | $25.4M | +3.43%(+13.58K) | $48.10(+30.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.82% | +51.37% |
| Top 20 Holdings Unweighted | +15.18% | +52.79% |
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