13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001769063
Total reported value
$1.9B
$1.9B
202 檔
9.9%
At the close of Q2 2025, Foster Victor Wealth Advisors, LLC disclosed equity holdings valued at approximately $1.9B, spread across 202 reported holdings.
In Q2 2025, Foster Victor Wealth Advisors, LLC displayed an active expansion posture, initiating 4 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 202 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 3.56% | +0.09% | -0.09% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.70% | -0.44% | +4.13% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.37% | -0.18% | +5.89% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.19% | +0.22% | -1.18% | |
| 5 | IQLT | Ishares Msci International Q | ETF-Other | 1.94% | -0.08% | -1.38% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 1.90% | -0.03% | +1.93% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.74% | +0.06% | +8.27% | |
| 8 | NDAQ | Nasdaq Inc | Stock-Financials | 1.72% | -0.82% | +1.20% | |
| 9 | QCOM | Qualcomm Inc | Stock-Tech | 1.64% | -0.13% | +4.60% | |
| 10 | LRCX | Lam Research CORP | Stock-Tech | 1.58% | -0.06% | -10.18% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.51% | -0.09% | +4.94% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.51% | -0.58% | +1.98% | |
| 13 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.50% | -0.08% | -0.95% | |
| 14 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 1.44% | -0.49% | +1.81% | |
| 15 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.41% | -0.13% | +1571.78% | |
| 16 | ADBE | Adobe Inc | Stock-Tech | 1.34% | -0.04% | +2.98% | |
| 17 | CP | Canadian Pacific Kansas City | Stock-Industrials | 1.32% | +0.05% | +3.01% | |
| 18 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.28% | -0.01% | +0.40% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.27% | — | -0.25% | |
| 20 | HAL | Halliburton Co | Stock-Energy | 1.24% | -0.50% | +14.72% | |
| 21 | EMR | Emerson Electric Co | Stock-Industrials | 1.23% | -0.03% | +3.91% | |
| 22 | CI | THE Cigna Group | Stock-Healthcare | 1.23% | +0.06% | +9.87% | |
| 23 | STE | STERIS plc | Stock-Healthcare | 1.18% | -0.18% | +3.70% | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 1.17% | +0.08% | +0.52% | |
| 25 | VLO | Valero Energy CORP | Stock-Energy | 1.17% | +0.02% | +4.43% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 1.16% | -0.08% | -21.22% | |
| 27 | CSGP | Costar Group Inc | Stock-Real Estate | 1.15% | -0.73% | EXIT | |
| 28 | GRMN | Garmin Ltd. | Stock-Tech | 1.13% | -0.21% | +5.73% | |
| 29 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.13% | +0.04% | -1.90% | |
| 30 | SPGI | S&p Global Inc | Stock-Financials | 1.12% | -0.02% | +4.62% | |
| 31 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.12% | -0.16% | -4.00% | |
| 32 | PFE | Pfizer Inc | Stock-Healthcare | 1.12% | -0.18% | +7.71% | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 1.09% | +0.07% | +16.55% | |
| 34 | DHR | Danaher CORP | Stock-Healthcare | 1.08% | -0.95% | EXIT | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 1.06% | -0.01% | +9.92% | |
| 36 | FSLR | First Solar Inc | Stock-Tech | 1.06% | — | -2.47% | |
| 37 | OKE | Oneok Inc | Stock-Energy | 1.06% | +0.04% | +12.89% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 1.06% | -0.08% | +8.63% | |
| 39 | CGNX | Cognex CORP | Stock-Tech | 1.05% | +0.02% | +5.76% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 1.05% | +0.12% | +2.30% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.01% | -0.04% | +0.47% | |
| 42 | MAS | Masco CORP | Stock-Industrials | 0.99% | +0.14% | -14.24% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.99% | +0.17% | +10.97% | |
| 44 | UBER | Uber Technologies Inc | Stock-Industrials | 0.98% | -0.04% | -11.87% | |
| 45 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.96% | -0.21% | +3.23% | |
| 46 | EA | Electronic Arts Inc | Stock-Comm Services | 0.95% | — | +4.58% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | -0.04% | +7.28% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.93% | +0.02% | +3.72% | |
| 49 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 0.93% | -0.06% | +16.12% | |
| 50 | AAPL | Apple Inc | Stock-Tech | 0.92% | +0.22% | +5.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +0.7% | +1219.39% | Add |
| 2 | MSFT | Microsoft CORP | +0.3% | +5.89% | Add |
| 3 | PYPL | Paypal Holdings Inc | +0.3% | +58.30% | Add |
| 4 | SCHC | Schwab Intl Small-cap Equity | +0.3% | NEW | New buy |
| 5 | EEMV | Ishares Msci Emg Mkt Min Vol | +0.3% | NEW | New buy |
| 6 | VIGI | Vanguard Int Div App Indx Fd | +0.3% | NEW | New buy |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +4.94% | Add |
| 8 | EMR | Emerson Electric Co | +0.2% | +3.91% | Add |
| 9 | CGNX | Cognex CORP | +0.2% | +5.76% | Add |
| 10 | NKE | Nike Inc -cl B | +0.2% | +12.85% | Add |
| 11 | VLO | Valero Energy CORP | +0.2% | +4.43% | Add |
| 12 | JBND | Jpmorgan Active Bond ETF | +0.2% | NEW | New buy |
| 13 | LRCX | Lam Research CORP | +0.2% | -10.18% | Trim |
| 14 | AMZN | Amazon.com Inc | +0.1% | +4.13% | Add |
| 15 | NDAQ | Nasdaq Inc | +0.1% | +1.20% | Add |
| 16 | FCX | Freeport-mcmoran Inc | +0.1% | -4.00% | Trim |
| 17 | GXO | Gxo Logistics Inc | +0.1% | -0.34% | Trim |
| 18 | CARR | Carrier Global CORP | +0.1% | +3.16% | Add |
| 19 | FSLR | First Solar Inc | +0.1% | -2.47% | Trim |
| 20 | HBAN | Huntington Bancshares Inc | +0.1% | +2.85% | Add |
| 21 | LPLA | Lpl Financial Holdings Inc | +0.1% | +1.81% | Add |
| 22 | PFE | Pfizer Inc | +0.1% | +7.71% | Add |
| 23 | RF | Regions Financial CORP | +0.1% | +3.75% | Add |
| 24 | CCJ | Cameco CORP | +0.1% | -25.52% | Trim |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | +8.27% | Add |
| 26 | CRM | Salesforce Inc | +0.1% | +16.55% | Add |
| 27 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.25% | Trim |
| 28 | CSCO | Cisco Systems Inc | 0% | +2.30% | Add |
| 29 | CMI | Cummins Inc | 0% | +6.48% | Add |
| 30 | HAL | Halliburton Co | 0% | +14.72% | Add |
| 31 | BKNG | Booking Holdings Inc | 0% | -1.90% | Trim |
| 32 | GRMN | Garmin Ltd. | 0% | +5.73% | Add |
| 33 | AVGO | Broadcom Inc | 0% | -21.22% | Trim |
| 34 | ABBV | Abbvie Inc | 0% | +10.97% | Add |
| 35 | CVX | Chevron CORP | 0% | +7.63% | Add |
| 36 | QCOM | Qualcomm Inc | 0% | +4.60% | Add |
| 37 | OWL | Blue Owl Capital Inc | 0% | +4.81% | Add |
| 38 | SPGI | S&p Global Inc | — | +4.62% | Add |
| 39 | DHR | Danaher CORP | — | +11.85% | Add |
| 40 | UBER | Uber Technologies Inc | — | -11.87% | Trim |
| 41 | PM | Philip Morris International | 0% | +0.52% | Add |
| 42 | GSK | Gsk Plc-spon Adr | 0% | +3.23% | Add |
| 43 | COWZ | Pacer US Cash Cows 100 ETF | 0% | +1.98% | Add |
| 44 | SCHX | Schwab US Large-cap ETF | -0.1% | -1.18% | Trim |
| 45 | CP | Canadian Pacific Kansas City | -0.1% | +3.01% | Add |
| 46 | MA | Mastercard Inc - A | -0.1% | +1.93% | Add |
| 47 | ORLY | O'reilly Automotive Inc | -0.1% | +1571.78% | Add |
| 48 | IQLT | Ishares Msci International Q | -0.2% | -1.38% | Trim |
| 49 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | -0.3% | -28.07% | Trim |
| 50 | VTV | Vanguard Value ETF | -0.3% | -0.09% | Trim |
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 202 disclosed positions in Q2 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, MSFT) accounted for 9.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
SCHC
市值: $3.9M
Top Position Liquidated / Trimmed
VTV
前期市值: $47.8M
During Q2 2025, Foster Victor Wealth Advisors, LLC's top holdings by market value included VTV (3.6%)、AMZN (2.7%)、MSFT (2.4%). The largest single position, VTV, represented 3.6% of total portfolio value.
In Q2 2025, Foster Victor Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 33 positions, trimming 13 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.