Foster Victor Wealth Advisors, LLC Incresed Positions in Q3 2025

Foster Victor Wealth Advisors, LLC

  • $1.53 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPGI
S&P Global Inc.

Financial Services
3.92K
+ 12.52%
$484.94 - $564.15 $1.9M - $2.21M
35.2K $17.2M
SO
Southern CO

Utilities
3.98K
+ 4.76%
$90.83 - $96.0 $361K - $382K
87.5K $8.29M
NXPI
Nxp Semiconductors N.V.

Technology
1.05K
+ 2.65%
$205.16 - $239.07 $215K - $251K
40.7K $9.27M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
853
+ 56.87%
$567.77 - $614.76 $484K - $524K
2.35K $1.44M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.77K
+ 193.3%
$185.88 - $207.44 $515K - $574K
4.2K $843K
HBAN
Huntington Bancshares Inc

Financial Services
16.3K
+ 3.52%
$15.87 - $17.88 $259K - $291K
479K $8.27M
PEAK
Healthpeak Properties, Inc.

Real Estate
26.7K
+ 6.87%
N/A
416K $7.89M
IVV
Ishares Core S&P 500 ETF

ETFs
567
+ 115.01%
$620.67 - $670.08 $352K - $380K
1.06K $709K
LLY
Eli Lilly & CO

Healthcare
527
+ 79.25%
$625.65 - $812.69 $330K - $428K
1.19K $909K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.32K
+ 98.93%
$132.9 - $142.03 $308K - $329K
4.66K $657K
CSCO
Cisco Systems, Inc.

Technology
7.86K
+ 3.51%
$66.2 - $71.79 $520K - $564K
232K $15.8M
XOM
Exxon Mobil Corp

Energy
2.2K
+ 20.39%
$105.83 - $117.22 $233K - $258K
13K $1.47M
TFC
Truist Financial Corp

Financial Services
2.88K
+ 4.64%
$42.83 - $47.07 $123K - $136K
65K $2.97M
JPM
Jpmorgan Chase & CO

Financial Services
271
+ 3.26%
$282.78 - $316.06 $76.6K - $85.7K
8.57K $2.7M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.21K
+ 39.05%
$53.81 - $57.52 $226K - $242K
15K $861K
DLR
Digital Realty Trust, Inc.

Real Estate
1.89K
+ 4.4%
$161.21 - $180.02 $304K - $340K
44.8K $7.75M
NSC
Norfolk Southern Corp

Industrials
711
+ 70.54%
$259.49 - $300.41 $184K - $214K
1.72K $516K
DUK
Duke Energy Corp

Utilities
1.52K
+ 18.11%
$116.31 - $125.93 $177K - $192K
9.94K $1.23M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.02K
+ 35.67%
$55.61 - $57.37 $223K - $231K
15.3K $872K
BX
Blackstone Inc.

Financial Services
1.03K
+ 39.65%
$152.77 - $188.68 $157K - $194K
3.62K $619K
OWL
Blue Owl Capital Inc.

Financial Services
102K
+ 15.53%
$16.93 - $20.8 $1.72M - $2.11M
756K $12.8M
ASML
Asml Holding Nv

Technology
102
+ 15.6%
$689.63 - $968.09 $70.3K - $98.7K
756 $731K
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.01%
$279.83 - $293.74 $560 - $587
13.9K $4.08M
CAT
Caterpillar Inc

Industrials
231
+ 26.55%
$390.92 - $477.15 $90.3K - $110K
1.1K $525K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
70
+ 2.6%
$224.68 - $282.71 $15.7K - $19.8K
2.76K $771K
CARR
Carrier Global Corp

Industrials
42.2K
+ 24.14%
$58.75 - $80.73 $2.48M - $3.4M
217K $12.9M
V
Visa Inc.

Financial Services
1.65K
+ 5.44%
$332.09 - $358.86 $549K - $594K
32K $10.9M
GLD
Spdr Gold Trust

ETFs
234
+ 20.86%
$300.96 - $355.47 $70.4K - $83.2K
1.36K $482K
MPC
Marathon Petroleum Corp

Energy
359
+ 18.13%
$158.59 - $198.69 $56.9K - $71.3K
2.34K $450K
MDLZ
Mondelez International, Inc.

Consumer Defensive
10.4K
+ 9.66%
$60.9 - $70.75 $636K - $739K
119K $7.41M
UNH
Unitedhealth Group Inc

Healthcare
228
+ 28.18%
$237.77 - $353.61 $54.2K - $80.6K
1.04K $358K
AZN
Astrazeneca PLC

Healthcare
1.02K
+ 26.61%
$68.72 - $82.11 $70K - $83.7K
4.85K $372K
INTC
Intel Corp

Technology
267
+ 3.1%
$19.31 - $35.5 $5.16K - $9.48K
8.88K $297K
VGIT
Vanguard Intermediate Term Tre

ETFs
1.37K
+ 2.15%
$58.97 - $60.36 $80.6K - $82.5K
65K $3.9M
EPD
Enterprise Products Partners L.P.

Energy
2.48K
+ 38.29%
$30.74 - $32.14 $76.3K - $79.7K
8.96K $280K
LOW
Lowes Companies Inc

Consumer Cyclical
19
+ 0.79%
$215.01 - $273.02 $4.09K - $5.19K
2.42K $608K
EEMV
Ishares Msci Emerging Markets

ETFs
171
+ 0.28%
$61.94 - $64.63 $10.6K - $11.1K
61.4K $3.92M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
576
+ 2.01%
$23.82 - $25.84 $13.7K - $14.9K
29.2K $751K
SLB
Schlumberger Limited

Energy
1.84K
+ 29.62%
$32.37 - $37.31 $59.5K - $68.6K
8.04K $276K
BAC
Bank Of America Corp

Financial Services
176
+ 1.53%
$44.92 - $52.42 $7.91K - $9.23K
11.7K $601K
NKE
Nike, Inc.

Consumer Cyclical
4.25K
+ 2.29%
$69.24 - $79.24 $294K - $336K
189K $13.2M
TJX
Tjx Companies Inc

Consumer Cyclical
54
+ 2.54%
$121.35 - $144.54 $6.55K - $7.81K
2.18K $314K
VGT
Vanguard Information Technolog

ETFs
33
+ 10.61%
$656.44 - $753.15 $21.7K - $24.9K
344 $256K
IVW
Ishares S&P 500 Growth ETF

ETFs
260
+ 14.23%
$108.97 - $121.65 $28.3K - $31.6K
2.09K $251K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
48
+ 0.28%
$36.04 - $38.78 $1.73K - $1.86K
17.2K $662K
LYG
Lloyds Banking Group PLC

Financial Services
7.69K
+ 16.25%
$4.03 - $4.63 $31K - $35.6K
55K $249K
VB
Vanguard Small Cap ETF

ETFs
69
+ 6.74%
$237.58 - $259.17 $16.4K - $17.9K
1.09K $277K
UMC
United Microelectronics Corp

Technology
4.87K
+ 20.67%
$6.58 - $7.86 $32.1K - $38.3K
28.5K $215K
VIG
Vanguard Dividend Appreciation

ETFs
175
+ 3.9%
N/A
4.66K $848K
Activity Summary
Buys All Purchases 154 New Holdings 26 Increased Positions 128 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 2
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