Foster Victor Wealth Advisors, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.75B
Q ending 2026-03-31
Prior quarter
$1.72B
Q ending 2025-12-31
Change
+1.9% QoQ · +40.7% YoY
Positions
243
reported holdings

Largest positions

Top 100 of 243 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard Index FdsVTVShares$60.0M296K
Amazon Com IncAMZNShares$46.9M188K
Alphabet IncGOOGLShares$46.8M141K
Schwab Strategic TrSCHXShares$35.1M1.3M
Lam Research CorpLRCXShares$33.5M123K
Ishares TrIQLTShares$33.0M670K
Microsoft CorpMSFTShares$29.7M75K
Apple IncAAPLShares$28.5M110K
Nasdaq IncNDAQShares$28.5M329K
Pacer Fds TrCOWZShares$25.4M409K
Mastercard IncorporatedMAShares$25.2M49K
Invesco Qqq TrQQQShares$25.1M40K
Valero Energy CorpVLOShares$25.0M106K
Lpl Finl Hldgs IncLPLAShares$24.1M75K
Gsk PlcGSKShares$23.4M395K
Oneok Inc NewOKEShares$22.5M265K
Garmin LtdShares$22.2M84K
Halliburton CoHALShares$21.9M584K
Cisco Sys IncCSCOShares$21.6M261K
Amgen IncAMGNShares$21.3M61K
Pfizer IncPFEShares$21.3M786K
Canadian Pacific Kansas CityCPShares$21.2M258K
Steris PlcShares$20.3M90K
Emerson Elec CoEMRShares$20.3M141K
Freeport Mcmoran IncFCXShares$20.1M294K
Meta Platforms IncMETAShares$20.1M30K
Qualcomm IncQCOMShares$19.8M149K
Johnson & JohnsonJNJShares$19.6M82K
Philip Morris Intl IncPMShares$19.5M122K
Citigroup IncCShares$19.1M148K
Oreilly Automotive IncORLYShares$18.7M200K
Home Depot IncHDShares$18.5M54K
Walmart IncWMTShares$18.3M146K
Broadcom IncAVGOShares$18.1M48K
Abbvie IncABBVShares$18.1M86K
Lockheed Martin CorpLMTShares$17.3M28K
Pepsico IncPEPShares$17.2M110K
Nvidia CorporationNVDAShares$17.0M86K
Danaher Corp DelDHRShares$16.6M84K
Bjs Whsl Club Hldgs IncBJShares$16.5M179K
Masco CorpMASShares$16.4M253K
Berkshire Hathaway Inc DelBRK/BShares$16.3M34K
Chevron CorporationCVXShares$16.2M87K
State Str Spdr S&P 500 Etf TSPYShares$16.1M23K
Enbridge IncENBShares$15.9M301K
Vanguard Mun Bd FdsVTEBShares$15.8M314K
Carrier Global CorporationCARRShares$15.7M242K
International Business MachsIBMShares$15.6M65K
Advanced Micro Devices IncAMDShares$15.4M60K
Uber Technologies IncUBERShares$14.8M203K
Cummins IncCMIShares$14.7M24K
Booking Holdings IncBKNGShares$14.7M81K
Salesforce IncCRMShares$14.5M84K
The Cigna GroupCIShares$14.2M52K
Merck & Co IncMRKShares$14.0M116K
Hershey CoHSYShares$13.9M70K
Vertex Pharmaceuticals IncVRTXShares$13.7M31K
Blue Owl Capital IncOWLShares$13.6M1.5M
Costar Group IncCSGPShares$12.8M341K
Ss&C Tech HldgsSSNCShares$12.7M181K
Boeing CoBAShares$12.3M55K
Metlife IncMETShares$12.3M161K
At&T IncTShares$12.1M474K
Magnolia Oil & Gas CorpMGYShares$12.1M424K
Cameco CorpCCJShares$12.1M104K
Verizon Communications IncVZShares$11.8M259K
Cognex CorpCGNXShares$11.6M210K
Netflix Inc.NFLXShares$11.3M106K
Procter & Gamble CoPGShares$10.7M74K
Nextera Energy IncNEEShares$10.5M115K
Us BancorpUSBShares$10.3M183K
Royalty Pharma PlcShares$10.1M207K
Eog Res IncEOGShares$10.0M75K
Digital Rlty Tr IncDLRShares$9.9M51K
Regions Financial Corp NewRFShares$9.8M355K
S&P Global IncSPGIShares$9.6M22K
Medtronic PlcShares$9.6M108K
Southern CoSOShares$9.5M99K
Ppl CorpPPLShares$9.4M238K
Realty Income CorpOShares$9.2M144K
Gxo Logistics IncorporatedGXOShares$9.1M160K
Eli Lilly & CoLLYShares$9.0M10K
Huntington Bancshares IncHBANShares$9.0M543K
Eaton Corp PlcShares$8.9M22K
Healthpeak Properties IncDOCShares$8.9M529K
Becton Dickinson & CoBDXShares$8.8M56K
Mondelez Intl IncMDLZShares$8.4M146K
Chipotle Mexican Grill IncCMGShares$8.1M231K
Adobe IncADBEShares$7.9M34K
Coca Cola CoKOShares$7.8M103K
Dell Technologies IncDELLShares$7.6M41K
Genuine Parts CoGPCShares$7.6M69K
Paypal Hldgs IncPYPLShares$7.0M145K
Analog Devices IncADIShares$6.9M20K
Texas Instrs IncTXNShares$6.8M31K
Spdr Series TrustSPTLShares$6.3M238K
Spdr Series TrustSPIBShares$6.1M182K
Reddit IncRDDTShares$5.4M35K
Jpmorgan Chase & CoJPMShares$4.5M14K
Ishares IncEEMVShares$4.2M60K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.