Foster Victor Wealth Advisors, LLC Incresed Positions in Q1 2025

Foster Victor Wealth Advisors, LLC

  • $1.27 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LPLA
Lpl Financial Holdings Inc.

Financial Services
199
+ 0.37%
$308.87 - $383.33 $61.5K - $76.3K
54.7K $17.9M
VGIT
Vanguard Intermediate Term Tre

ETFs
250
+ 0.4%
$57.44 - $59.4 $14.4K - $14.9K
63.5K $3.77M
GLD
Spdr Gold Trust

ETFs
111
+ 9.93%
$243.19 - $288.14 $27K - $32K
1.23K $354K
ET
Energy Transfer LP

Energy
5.26K
+ 29.19%
$17.26 - $21.08 $90.8K - $111K
23.3K $433K
RTX
Raytheon Technologies Corp

Industrials
82
+ 2.13%
$114.1 - $135.66 $9.36K - $11.1K
3.93K $521K
PAYC
Paycom Software, Inc.

Technology
34
+ 0.73%
$199.42 - $225.82 $6.78K - $7.68K
4.72K $1.03M
AZN
Astrazeneca PLC

Healthcare
480
+ 13.99%
$65.37 - $77.96 $31.4K - $37.4K
3.91K $287K
WMB
Williams Companies, Inc.

Energy
130
+ 1.81%
$54.02 - $61.09 $7.02K - $7.94K
7.31K $436K
SLB
Schlumberger Limited

Energy
584
+ 10.47%
$38.4 - $43.74 $22.4K - $25.5K
6.16K $257K
UMC
United Microelectronics Corp

Technology
3.93K
+ 19.49%
$5.69 - $7.15 $22.3K - $28.1K
24.1K $172K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2
+ 0.06%
$59.28 - $66.1 $119 - $132
3.57K $226K
NRZ
New Residential Investment Corp.

Real Estate
1.41K
+ 2.43%
N/A
59.3K $429K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.94K
+ 7.36%
$21.23 - $23.75 $41.1K - $46K
28.2K $605K
TJX
Tjx Companies Inc

Consumer Cyclical
27
+ 1.31%
$112.81 - $126.16 $3.05K - $3.41K
2.09K $254K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
222
+ 0.8%
$19.8 - $19.97 $4.4K - $4.43K
28.1K $557K
DEO
Diageo PLC

Consumer Defensive
439
+ 22.76%
$104.79 - $126.12 $46K - $55.4K
2.37K $248K
Canadian Pacific Kansas City
18.9K
+ 8.87%
N/A
232K $0
Blackrock Inc
1
+ 0.29%
N/A
345 $0
Gsk PLC
51
+ 0.01%
N/A
352K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3
+ 0.13%
$126.11 - $135.06 $378 - $405
2.34K $298K
Lam Research Corp
14.7K
+ 5.99%
N/A
260K $0
XLY
Select Sector Spdr Consumer Di

ETFs
97
+ 9.34%
$192.6 - $233.2 $18.7K - $22.6K
1.14K $223K
CAT
Caterpillar Inc

Industrials
12
+ 1.42%
$326.75 - $407.63 $3.92K - $4.89K
858 $282K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
42
+ 0.25%
$32.42 - $36.13 $1.36K - $1.52K
17.1K $563K
ORCL
Oracle Corp

Technology
385
+ 12.43%
$139.81 - $186.47 $53.8K - $71.8K
3.48K $486K
SON
Sonoco Products CO

Consumer Cyclical
15
+ 0.07%
$44.71 - $49.22 $671 - $738
21.1K $998K
PCT
Pure Cycle Technologies, Inc.

Industrials
7.24K
+ 25.91%
$6.92 - $10.9 $50.1K - $78.9K
35.2K $243K
SFST
Southern First Bancshares Inc

Financial Services
631
+ 6.53%
$31.88 - $38.5 $20.1K - $24.3K
10.3K $338K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1
+ 0.01%
$77.91 - $92.26 $77.9 - $92.3
9.27K $736K
BX
Blackstone Inc.

Financial Services
1
+ 0.04%
$136.53 - $186.74 $137 - $187
2.55K $355K
RF
Regions Financial Corp

Financial Services
15.7K
+ 5.43%
$20.84 - $24.77 $326K - $388K
304K $6.61M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
24
+ 0.01%
$49.25 - $50.66 $1.18K - $1.22K
304K $15M
HBAN
Huntington Bancshares Inc

Financial Services
22K
+ 5.14%
$14.28 - $17.39 $314K - $383K
450K $6.75M
CCJ
Cameco Corp

Energy
32.9K
+ 21.2%
$40.64 - $56.86 $1.34M - $1.87M
188K $7.75M
GOOG
Alphabet Inc.

Communication Services
114
+ 1.42%
$156.06 - $207.71 $17.8K - $23.7K
8.17K $1.28M
NKE
Nike, Inc.

Consumer Cyclical
22.5K
+ 15.87%
$63.29 - $81.72 $1.42M - $1.84M
164K $10.4M
CMI
Cummins Inc

Industrials
2.02K
+ 7.24%
$312.92 - $386.07 $631K - $779K
29.9K $9.37M
NVDA
Nvidia Corp

Technology
3.92K
+ 12.99%
$106.98 - $149.43 $419K - $585K
34.1K $3.69M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
16.4K
+ 13.36%
$47.79 - $59.89 $781K - $979K
139K $6.96M
PYPL
Pay Pal Holdings, Inc.

Financial Services
16.4K
+ 21.51%
$65.15 - $91.81 $1.07M - $1.51M
92.7K $6.05M
TSLA
Tesla, Inc.

Consumer Cyclical
1.03K
+ 18.59%
$222.15 - $428.22 $230K - $443K
6.6K $1.71M
EMR
Emerson Electric CO

Industrials
9.29K
+ 8.03%
$108.64 - $131.17 $1.01M - $1.22M
125K $13.7M
BKNG
Booking Holdings Inc.

Consumer Cyclical
91
+ 3.12%
$4295.4 - $5141.88 $391K - $468K
3.01K $13.8M
DLR
Digital Realty Trust, Inc.

Real Estate
3.05K
+ 7.85%
$142.1 - $183.56 $433K - $559K
41.9K $6M
AAPL
Apple Inc.

Technology
3.1K
+ 5.35%
$209.68 - $247.1 $651K - $767K
61.1K $13.6M
AVGO
Broadcom Inc.

Technology
14.9K
+ 23.51%
$167.43 - $244.7 $2.49M - $3.64M
78.1K $13.1M
CRM
Salesforce, Inc.

Technology
4.72K
+ 10.27%
$268.36 - $359.95 $1.27M - $1.7M
50.7K $13.6M
GOOGL
Alphabet Inc.

Communication Services
9.88K
+ 7.96%
$154.33 - $206.19 $1.52M - $2.04M
134K $20.7M
AMZN
Amazon Com Inc

Consumer Cyclical
9.48K
+ 5.83%
$190.26 - $242.06 $1.8M - $2.3M
172K $32.7M
Activity Summary
Buys All Purchases 119 New Holdings 19 Increased Positions 100 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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