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CIK: 0001769063
Total reported value
$1.9B
$1.9B
195 檔
8.3%
According to the latest 13F quarterly dataset, Foster Victor Wealth Advisors, LLC managed an equity portfolio of $1.9B at the end of Q1 2025, spanning 195 distinct U.S. exchange-listed positions.
In Q1 2025, Foster Victor Wealth Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 3.84% | +0.09% | -1.83% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.56% | -0.44% | +5.83% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.24% | +0.22% | -2.30% | |
| 4 | IQLT | Ishares Msci International Q | ETF-Other | 2.10% | -0.08% | -2.41% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.04% | -0.18% | +13.80% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 1.99% | -0.03% | +0.42% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.69% | +0.06% | +7.96% | |
| 8 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.64% | -0.08% | -2.07% | |
| 9 | QCOM | Qualcomm Inc | Stock-Tech | 1.63% | -0.13% | +17.48% | |
| 10 | NDAQ | Nasdaq Inc | Stock-Financials | 1.61% | -0.82% | +3.80% | |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.54% | -0.58% | -0.48% | |
| 12 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.50% | -0.13% | -15.19% | |
| 13 | ADBE | Adobe Inc | Stock-Tech | 1.45% | -0.04% | -0.82% | |
| 14 | CI | THE Cigna Group | Stock-Healthcare | 1.41% | +0.06% | -3.33% | |
| 15 | LRCX | Lam Research CORP | Stock-Tech | 1.41% | -0.06% | +5.99% | |
| 16 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.38% | -0.01% | -6.56% | |
| 17 | CP | Canadian Pacific Kansas City | Stock-Industrials | 1.37% | +0.05% | +8.87% | |
| 18 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 1.37% | -0.49% | +0.37% | |
| 19 | STE | STERIS plc | Stock-Healthcare | 1.29% | -0.18% | +6.70% | |
| 20 | MAS | Masco CORP | Stock-Industrials | 1.27% | +0.14% | +16.50% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.27% | -0.09% | +19.73% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.23% | — | -14.91% | |
| 23 | HAL | Halliburton Co | Stock-Energy | 1.22% | -0.50% | +38.05% | |
| 24 | CSGP | Costar Group Inc | Stock-Real Estate | 1.22% | -0.73% | EXIT | |
| 25 | PM | Philip Morris International | Stock-Consumer Staples | 1.19% | +0.08% | -17.93% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.18% | -0.04% | +0.01% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 1.14% | -0.08% | +23.51% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.14% | -0.04% | -8.29% | |
| 29 | OKE | Oneok Inc | Stock-Energy | 1.13% | +0.04% | +61.21% | |
| 30 | SPGI | S&p Global Inc | Stock-Financials | 1.12% | -0.02% | +5.01% | |
| 31 | GRMN | Garmin Ltd. | Stock-Tech | 1.11% | -0.21% | +3.25% | |
| 32 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.11% | +0.04% | +3.12% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 1.11% | -0.01% | -6.16% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 1.10% | -0.08% | +13.82% | |
| 35 | DHR | Danaher CORP | Stock-Healthcare | 1.08% | -0.95% | EXIT | |
| 36 | PFE | Pfizer Inc | Stock-Healthcare | 1.05% | -0.18% | +6.11% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 1.04% | +0.07% | +10.27% | |
| 38 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 1.04% | -0.06% | -22.09% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.03% | +0.02% | +3.42% | |
| 40 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.01% | -0.16% | +26.97% | |
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 1.01% | -0.03% | +8.03% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 1.01% | +0.12% | +4.04% | |
| 43 | EA | Electronic Arts Inc | Stock-Comm Services | 1.00% | — | -29.60% | |
| 44 | UBER | Uber Technologies Inc | Stock-Industrials | 0.98% | -0.04% | +6.16% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.98% | -0.16% | -3.85% | |
| 46 | VLO | Valero Energy CORP | Stock-Energy | 0.98% | +0.02% | +5.14% | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.98% | -0.09% | +10.41% | |
| 48 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.98% | -0.21% | +0.01% | |
| 49 | FSLR | First Solar Inc | Stock-Tech | 0.98% | — | +53.15% | |
| 50 | AAPL | Apple Inc | Stock-Tech | 0.97% | +0.22% | +5.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 3 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 4 | IQLT | Ishares Msci International Q | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | MA | Mastercard Inc - A | — | NEW | New buy |
| 7 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 8 | SSNC | Ss&c Technologies Holdings | — | NEW | New buy |
| 9 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 10 | NDAQ | Nasdaq Inc | — | NEW | New buy |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | — | NEW | New buy |
| 12 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 13 | ADBE | Adobe Inc | — | NEW | New buy |
| 14 | CI | THE Cigna Group | — | NEW | New buy |
| 15 | LRCX | Lam Research CORP | — | NEW | New buy |
| 16 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 17 | CP | Canadian Pacific Kansas City | — | NEW | New buy |
| 18 | LPLA | Lpl Financial Holdings Inc | — | NEW | New buy |
| 19 | STE | STERIS plc | — | NEW | New buy |
| 20 | MAS | Masco CORP | — | NEW | New buy |
| 21 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 22 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 23 | HAL | Halliburton Co | — | NEW | New buy |
| 24 | CSGP | Costar Group Inc | — | NEW | New buy |
| 25 | PM | Philip Morris International | — | NEW | New buy |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | New buy |
| 27 | AVGO | Broadcom Inc | — | NEW | New buy |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 29 | OKE | Oneok Inc | — | NEW | New buy |
| 30 | SPGI | S&p Global Inc | — | NEW | New buy |
| 31 | GRMN | Garmin Ltd. | — | NEW | New buy |
| 32 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 33 | AMGN | Amgen Inc | — | NEW | New buy |
| 34 | HD | Home Depot Inc | — | NEW | New buy |
| 35 | DHR | Danaher CORP | — | NEW | New buy |
| 36 | PFE | Pfizer Inc | — | NEW | New buy |
| 37 | CRM | Salesforce Inc | — | NEW | New buy |
| 38 | BJ | Bj's Wholesale Club Holdings | — | NEW | New buy |
| 39 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 40 | FCX | Freeport-mcmoran Inc | — | NEW | New buy |
| 41 | EMR | Emerson Electric Co | — | NEW | New buy |
| 42 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 43 | EA | Electronic Arts Inc | — | NEW | New buy |
| 44 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 45 | WMT | Walmart Inc | — | NEW | New buy |
| 46 | VLO | Valero Energy CORP | — | NEW | New buy |
| 47 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 48 | GSK | Gsk Plc-spon Adr | — | NEW | New buy |
| 49 | FSLR | First Solar Inc | — | NEW | New buy |
| 50 | AAPL | Apple Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Foster Victor Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $1.9B across 195 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTV, AMZN, SCHX) accounted for 8.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTV
市值: $47.8M
During Q1 2025, Foster Victor Wealth Advisors, LLC's top holdings by market value included VTV (3.8%)、AMZN (2.6%)、SCHX (2.2%). The largest single position, VTV, represented 3.8% of total portfolio value.
In Q1 2025, Foster Victor Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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