Foster Victor Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Foster Victor Wealth Advisors, LLCInvestment ActivityFoster Victor Wealth Advisors, LLC has $1.75 billion in total holdings as of March 31, 2026.Foster Victor Wealth Advisors, LLC owns shares of 242 different stocks, but just 71 companies or ETFs make up 80% of its holdings.Approximately 13.52% of the portfolio was purchased this quarter.About 10.56% of the portfolio was sold this quarter.This quarter, Foster Victor Wealth Advisors, LLC has purchased 231 new stocks and bought additional shares in 132 stocks.Foster Victor Wealth Advisors, LLC sold shares of 61 stocks and completely divested from 14 stocks this quarter.Largest Holdings Vanguard Value ETF $60,015,672Amazon.com $46,912,629Alphabet $46,782,354Schwab US Large-Cap ETF $35,103,488LAM RESEARCH CORP $33,515,749 Largest New Holdings this Quarter 007903107 - Advanced Micro Devices $15,422,847 Holding00206R102 - AT&T $12,141,916 Holding64110L106 - Netflix $11,273,864 HoldingG29183103 - Eaton $8,942,677 Holding24703L202 - Dell Technologies $7,626,517 Holding Largest Purchases this Quarter Advanced Micro Devices 60,465 shares (about $15.42M)Booking 77,904 shares (about $14.11M)AT&T 473,923 shares (about $12.14M)Apple 44,659 shares (about $11.56M)Netflix 106,077 shares (about $11.27M) Largest Sales this Quarter Invesco QQQ 33,772 shares (about $21.23M)Boston Scientific 207,835 shares (about $13.26M)Schwab US Dividend Equity ETF 322,210 shares (about $9.90M)Visa 30,132 shares (about $9.38M)S&P Global 21,240 shares (about $9.03M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFoster Victor Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$60,015,672$819,958 ▲1.4%295,7023.4%ETFAMZNAmazon.com$46,912,629$1,575,799 ▲3.5%188,3892.7%Retail/WholesaleGOOGLAlphabet$46,782,354$11,023,945 ▲30.8%140,5262.7%Computer and TechnologySCHXSchwab US Large-Cap ETF$35,103,488$936,574 ▲2.7%1,282,5532.0%ETFLAM RESEARCH CORP$33,515,749$7,463,229 ▼-18.2%123,0341.9%COM NEWIQLTiShares MSCI Intl Quality Factor ETF$33,048,391$722,535 ▲2.2%669,8091.9%ETFMSFTMicrosoft$29,659,965$1,180,895 ▲4.1%75,4501.7%Computer and TechnologyAAPLApple$28,512,898$11,559,059 ▲68.2%110,1611.6%Computer and TechnologyNDAQNasdaq$28,502,136$2,258,885 ▲8.6%328,7061.6%FinanceCOWZPacer US Cash Cows 100 ETF$25,365,671$842,033 ▲3.4%409,0581.4%ETFMAMastercard$25,157,949$2,359,488 ▼-8.6%49,0261.4%Business ServicesQQQInvesco QQQ$25,129,700$21,229,213 ▼-45.8%39,9771.4%FinanceVLOValero Energy$25,000,013$89,520 ▲0.4%106,1211.4%EnergyLPLALPL Financial$24,096,878$3,031,981 ▲14.4%74,7311.4%FinanceGSKGSK$23,352,119$200,620 ▲0.9%394,5951.3%MedicalOKEONEOK$22,453,771$1,905,508 ▲9.3%264,6601.3%EnergyGRMNGarmin$22,226,805$547,736 ▼-2.4%84,0401.3%Computer and TechnologyHALHalliburton$21,891,847$1,851,456 ▼-7.8%583,6271.3%EnergyCSCOCisco Systems$21,588,796$1,877,560 ▲9.5%261,3341.2%Computer and TechnologyAMGNAmgen$21,338,194$140,731 ▼-0.7%60,8011.2%MedicalPFEPfizer$21,299,117$2,431,877 ▲12.9%785,6551.2%MedicalCPCanadian Pacific Kansas City$21,224,599$2,515,427 ▲13.4%258,2381.2%TransportationSTESTERIS$20,331,696$1,067,048 ▲5.5%90,4311.2%MedicalEMREmerson Electric$20,313,549$1,008,883 ▲5.2%140,5201.2%IndustrialsFCXFreeport-McMoRan$20,102,585$6,687,799 ▼-25.0%294,4571.1%Basic MaterialsMETAMeta Platforms$20,069,516$791,015 ▲4.1%30,2941.1%Computer and TechnologyQCOMQualcomm$19,799,320$1,950,229 ▼-9.0%149,0461.1%Computer and TechnologyJNJJohnson & Johnson$19,629,012$1,939,299 ▼-9.0%81,7531.1%MedicalPMPhilip Morris International$19,488,122$1,191,556 ▲6.5%122,2061.1%Consumer StaplesCCitigroup$19,126,814$600,475 ▲3.2%147,6061.1%Financial ServicesORLYO'Reilly Automotive$18,712,697$588,521 ▼-3.0%200,0931.1%Retail/WholesaleHDHome Depot$18,463,245$2,636,480 ▲16.7%53,8741.1%Retail/WholesaleWALMART INC$18,311,899$90,661 ▼-0.5%146,4371.0%COMAVGOBroadcom$18,144,073$1,574,517 ▼-8.0%47,6501.0%Computer and TechnologyABBVAbbVie$18,109,217$1,010,296 ▲5.9%86,1281.0%MedicalLMTLockheed Martin$17,254,875$851,919 ▼-4.7%28,2141.0%AerospacePEPPepsiCo$17,167,267$1,709,657 ▲11.1%110,2441.0%Consumer StaplesNVDANVIDIA$16,958,938$9,686,527 ▲133.2%86,3011.0%Computer and TechnologyDHRDanaher$16,593,499$721,750 ▲4.5%83,5480.9%MedicalBJBJ's Wholesale Club$16,455,027$1,119,534 ▲7.3%179,4050.9%Consumer StaplesMASMasco$16,423,797$1,284,245 ▲8.5%253,0240.9%ConstructionBRK.BBerkshire Hathaway$16,343,807$943,142 ▲6.1%34,2250.9%FinanceCVXChevron$16,231,197$1,501,202 ▲10.2%86,7890.9%EnergySPYSPDR S&P 500 ETF Trust$16,056,264$8,029,868 ▲100.0%23,1210.9%FinanceENBEnbridge$15,929,483$758,499 ▲5.0%300,6130.9%EnergyVTEBVanguard Tax-Exempt Bond ETF$15,784,877$543,370 ▲3.6%313,5650.9%ETFCARRCarrier Global$15,675,510$3,808,212 ▲32.1%242,4300.9%ConstructionIBMInternational Business Machines$15,575,359$2,178,061 ▲16.3%64,8240.9%Computer and TechnologyAMDAdvanced Micro Devices$15,422,847$15,422,847 ▲New Holding60,4650.9%Computer and TechnologyUBERUber Technologies$14,810,864$3,383,024 ▲29.6%203,1390.8%Computer and TechnologyCMICummins$14,721,919$4,300,972 ▼-22.6%23,9160.8%Auto/Tires/TrucksBKNGBooking$14,690,071$14,109,945 ▲2,432.2%81,1070.8%Retail/WholesaleCRMSalesforce$14,454,702$2,584,911 ▲21.8%84,3770.8%Computer and TechnologyCICigna Group$14,235,856$1,672,113 ▲13.3%52,2230.8%MedicalMRKMerck & Co., Inc.$13,970,093$2,225,023 ▼-13.7%116,4560.8%MedicalHSYHershey$13,916,828$391,405 ▲2.9%70,4010.8%Consumer StaplesVRTXVertex Pharmaceuticals$13,663,387$966,309 ▼-6.6%30,7540.8%MedicalOWLBlue Owl Capital$13,571,480$6,361,440 ▲88.2%1,479,9870.8%FinanceCSGPCoStar Group$12,812,651$5,368,641 ▲72.1%340,7620.7%Computer and TechnologySSNCSS&C Technologies$12,679,776$7,999,095 ▼-38.7%181,1400.7%Computer and TechnologyBABoeing$12,279,140$3,782,603 ▲44.5%54,8740.7%AerospaceMETMetLife$12,269,606$670,446 ▲5.8%161,3570.7%FinanceTAT&T$12,141,916$12,141,916 ▲New Holding473,9230.7%Computer and TechnologyMGYMagnolia Oil & Gas$12,134,178$202,488 ▲1.7%424,2720.7%EnergyCCJCameco$12,122,467$2,174,964 ▼-15.2%104,4500.7%Basic MaterialsVZVerizon Communications$11,799,390$895,957 ▲8.2%259,4410.7%Computer and TechnologyCGNXCognex$11,648,182$8,220,896 ▼-41.4%209,5750.7%Computer and TechnologyNFLXNetflix$11,273,864$11,273,864 ▲New Holding106,0770.6%Consumer DiscretionaryPGProcter & Gamble$10,651,686$1,383,745 ▲14.9%73,7750.6%Consumer StaplesNEENextEra Energy$10,520,275$325,063 ▲3.2%115,2150.6%UtilitiesUSBU.S. Bancorp$10,277,798$372,886 ▲3.8%183,2380.6%FinanceRPRXRoyalty Pharma$10,111,713$1,292,023 ▲14.6%207,1220.6%MedicalEOGEOG Resources$9,989,642$1,056,836 ▲11.8%74,7780.6%EnergyDLRDigital Realty Trust$9,930,225$690,744 ▲7.5%50,7190.6%FinanceRFRegions Financial$9,840,449$395,742 ▲4.2%354,6110.6%FinanceSPGIS&P Global$9,565,653$9,031,984 ▼-48.6%22,4950.5%FinanceMDTMedtronic$9,552,683$1,058,501 ▲12.5%108,4050.5%MedicalSOSouthern$9,466,464$674,983 ▲7.7%98,6500.5%UtilitiesPPLPPL$9,444,206$600,725 ▲6.8%238,4300.5%UtilitiesORealty Income$9,177,084$634,080 ▲7.4%143,8190.5%FinanceGXOGXO Logistics$9,073,047$176,359 ▲2.0%159,7930.5%TransportationLLYEli Lilly and Company$9,014,553$6,875,303 ▲321.4%9,7720.5%MedicalHBANHuntington Bancshares$9,007,907$531,411 ▲6.3%542,9720.5%FinanceETNEaton$8,942,677$8,942,677 ▲New Holding22,2510.5%IndustrialsHEALTHPEAK PROPERTIES INC$8,931,287$2,122,888 ▲31.2%529,4180.5%COMBDXBecton, Dickinson and Company$8,767,644$973,473 ▲12.5%56,3000.5%MedicalMDLZMondelez International$8,423,784$1,643,066 ▲24.2%145,6390.5%Consumer StaplesCMGChipotle Mexican Grill$8,059,396$212,558 ▼-2.6%230,7960.5%Retail/WholesaleADBEAdobe$7,919,485$4,684,935 ▼-37.2%33,5970.5%Computer and TechnologyKOCocaCola$7,828,674$1,496,455 ▼-16.0%119,1260.4%Consumer StaplesDELLDell Technologies$7,626,517$7,626,517 ▲New Holding41,3340.4%Computer and TechnologyGPCGenuine Parts$7,597,174$839,857 ▲12.4%69,1280.4%Retail/WholesalePYPLPayPal$6,970,431$651,481 ▼-8.5%145,3080.4%Business ServicesADIAnalog Devices$6,876,484$6,876,484 ▲New Holding19,7260.4%Computer and TechnologyTXNTexas Instruments$6,836,404$6,836,404 ▲New Holding31,2350.4%Computer and TechnologySPTLSPDR Portfolio Long Term Treasury ETF$6,308,969$1,117,539 ▲21.5%238,4340.4%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$6,133,770$976,673 ▲18.9%182,0650.4%ETFREDDIT INC$5,409,055$5,409,055 ▲New Holding35,0010.3%CL AJPMJPMorgan Chase & Co.$4,462,153$88,671 ▲2.0%14,3420.3%FinanceEEMViShares MSCI Emerging Markets Min Vol Factor ETF$4,176,300$7,875 ▲0.2%60,4560.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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