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Foster Victor Wealth Advisors, LLC

Portfolio Manager
Foster Victor Wealth Advisors, LLC
Performance
-4.32% (2026 Q1)
AUM (13F)
$1.75B
# of Holdings
242
Performance Rank
Allocation (Top 20)
34.28%

Foster Victor Wealth Advisors, LLC Holdings Map

Top 50 Foster Victor Wealth Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTV
VANGUARD INDEX FDS
3.43%295.7K$60.0M
+1.39%(+4.04K)
2025-Q1: 295.1K shares2025-Q2: 294.8K shares2025-Q3: 293.7K shares2025-Q4: 291.7K shares2026-Q1: 295.7K shares
$109.92(+89.57%)
2026-03-31
AMZN
AMAZON COM INC
2.68%188.4K$46.9M
+3.48%(+6.33K)
2025-Q1: 172.1K shares2025-Q2: 179.2K shares2025-Q3: 184.5K shares2025-Q4: 182.1K shares2026-Q1: 188.4K shares
$144.46(+86.99%)
2026-03-31
GOOGL
ALPHABET INC
2.67%140.5K$46.8M
+30.83%(+33.11K)
2025-Q1: 134.0K shares2025-Q2: 145.1K shares2025-Q3: 117.4K shares2025-Q4: 107.4K shares2026-Q1: 140.5K shares
$147.99(+172.06%)
2026-03-31
SCHX
SCHWAB STRATEGIC TR
2.01%1.28M$35.1M
+2.74%(+34.22K)
2025-Q1: 1.32M shares2025-Q2: 1.31M shares2025-Q3: 1.28M shares2025-Q4: 1.25M shares2026-Q1: 1.28M shares
$16.77(+73.93%)
2026-03-31
LRCX
LAM RESEARCH CORP
1.92%123.0K$33.5M
-18.21%(-27.40K)
2025-Q1: 259.6K shares2025-Q2: 233.2K shares2025-Q3: 188.3K shares2025-Q4: 150.4K shares2026-Q1: 123.0K shares
$87.68(+236.93%)
2026-03-31
IQLT
ISHARES TR
1.89%669.8K$33.0M
+2.24%(+14.64K)
2025-Q1: 669.9K shares2025-Q2: 660.7K shares2025-Q3: 658.9K shares2025-Q4: 655.2K shares2026-Q1: 669.8K shares
$34.52(+43.06%)
2026-03-31
MSFT
MICROSOFT CORP
1.7%75.5K$29.7M
+4.15%(+3.00K)
2025-Q1: 65.5K shares2025-Q2: 69.3K shares2025-Q3: 70.3K shares2025-Q4: 72.4K shares2026-Q1: 75.5K shares
$320.50(+26.43%)
2026-03-31
AAPL
APPLE INC
1.63%110.2K$28.5M
+68.18%(+44.66K)
2025-Q1: 61.1K shares2025-Q2: 64.5K shares2025-Q3: 66.6K shares2025-Q4: 65.5K shares2026-Q1: 110.2K shares
$197.64(+51.22%)
2026-03-31
NDAQ
NASDAQ INC
1.63%328.7K$28.5M
+8.61%(+26.05K)
2025-Q1: 279.8K shares2025-Q2: 283.2K shares2025-Q3: 281.2K shares2025-Q4: 302.7K shares2026-Q1: 328.7K shares
$62.06(+45.36%)
2026-03-31
COWZ
PACER FDS TR
1.45%409.1K$25.4M
+3.43%(+13.58K)
2025-Q1: 385.0K shares2025-Q2: 392.6K shares2025-Q3: 394.5K shares2025-Q4: 395.5K shares2026-Q1: 409.1K shares
$48.10(+30.91%)
2026-03-31

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