Foster Victor Wealth Advisors, LLC Portfolio Holdings
Foster Victor Wealth Advisors, LLC
- $1.57 Billion
- Q4 2025
Foster Victor Wealth Advisors, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.57 Billion distributed in 232 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $54.6M, Invesco Qqq Trust, Series 1 with a value of $44.5M, Amazon Com Inc with a value of $42.7M, Microsoft Corp with a value of $36.8M, and Schwab Strategic Tr Us Large C with a value of $33.1M.
Examining the 13F form we can see an increase of $38.6M in the current position value, from $1.53B to 1.57B.
Below you can find more details about Foster Victor Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.57 Billion
ETFs: $291 Million
Technology: $269 Million
Financial Services: $213 Million
Healthcare: $207 Million
Consumer Cyclical: $125 Million
Energy: $111 Million
Consumer Defensive: $102 Million
Industrials: $101 Million
Other: $147 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 232
- Current Value $1.57 Billion
- Prior Value $1.53 Billion
- Filing
- Period Q4 2025
- Filing Date January 23, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 19 stocks
- Additional Purchases 116 stocks
- Sold out of 0 stocks
- Reduced holdings in 84 stocks