Foster Victor Wealth Advisors, LLC Portfolio Holdings
Foster Victor Wealth Advisors, LLC
- $1.27 Billion
- Q1 2025
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 Market Cap. of Under $50 Millions
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