Foster Victor Wealth Advisors, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.27 Billion distributed in 195 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $50.4M, Amazon Com Inc with a value of $32.7M, Schwab Strategic Tr Us Large C with a value of $29.1M, Mastercard Inc with a value of $26.7M, and Ishares Msci Intl Quality Fact with a value of $26.6M.

Examining the 13F form we can see an increase of $52.1M in the current position value, from $1.22B to 1.27B.

Below you can find more details about Foster Victor Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.27 Billion
Technology: $221 Million
ETFs: $215 Million
Financial Services: $165 Million
Healthcare: $155 Million
Consumer Cyclical: $118 Million
Energy: $99.1 Million
Consumer Defensive: $82.7 Million
Industrials: $73.6 Million
Other: $142 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 195
  • Current Value $1.27 Billion
  • Prior Value $1.22 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 19 stocks
  • Additional Purchases 100 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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