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CIK: 0001769063
Total reported value
$1.9B
$1.9B
231 檔
11.4%
The Q4 2025 SEC filing reveals that Foster Victor Wealth Advisors, LLC held a total portfolio value of $1.9B, covering 231 public equity positions.
In Q4 2025, Foster Victor Wealth Advisors, LLC displayed an active expansion posture, initiating 6 new positions and adding to 22 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 231 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 3.37% | +0.09% | -0.70% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.67% | — | +121.40% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.54% | -0.44% | -1.34% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.06% | +0.06% | -8.53% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.99% | +0.22% | -2.23% | |
| 6 | LRCX | Lam Research CORP | Stock-Tech | 1.95% | -0.06% | -20.11% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.94% | -0.18% | +3.07% | |
| 8 | IQLT | Ishares Msci International Q | ETF-Other | 1.80% | -0.08% | -0.56% | |
| 9 | NDAQ | Nasdaq Inc | Stock-Financials | 1.78% | -0.82% | +7.64% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 1.69% | -0.03% | +3.25% | |
| 11 | QCOM | Qualcomm Inc | Stock-Tech | 1.52% | -0.13% | +2.85% | |
| 12 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.48% | -0.08% | +8.03% | |
| 13 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 1.44% | -0.49% | +5.66% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.42% | -0.58% | +0.25% | |
| 15 | SPGI | S&p Global Inc | Stock-Financials | 1.39% | -0.02% | +24.09% | |
| 16 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.34% | -0.16% | +2.33% | |
| 17 | STE | STERIS plc | Stock-Healthcare | 1.34% | -0.18% | +7.07% | |
| 18 | HAL | Halliburton Co | Stock-Energy | 1.20% | -0.50% | -20.48% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 1.18% | -0.01% | +2.58% | |
| 20 | EMR | Emerson Electric Co | Stock-Industrials | 1.16% | -0.03% | +4.98% | |
| 21 | PM | Philip Morris International | Stock-Consumer Staples | 1.16% | +0.08% | +7.18% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.14% | +0.02% | -0.97% | |
| 23 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.14% | -0.13% | -10.27% | |
| 24 | VLO | Valero Energy CORP | Stock-Energy | 1.13% | +0.02% | +3.69% | |
| 25 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 1.10% | -0.21% | +1.49% | |
| 26 | DHR | Danaher CORP | Stock-Healthcare | 1.10% | -0.95% | EXIT | |
| 27 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.09% | -0.01% | +7.25% | |
| 28 | GRMN | Garmin Ltd. | Stock-Tech | 1.06% | -0.21% | +9.56% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 1.06% | -0.08% | +3.25% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | -0.09% | -2.00% | |
| 31 | OKE | Oneok Inc | Stock-Energy | 1.05% | +0.04% | +0.71% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 1.05% | +0.12% | +3.06% | |
| 33 | CMI | Cummins Inc | Stock-Industrials | 1.04% | +0.02% | -2.76% | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 1.04% | -0.18% | -1.32% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 1.03% | -0.16% | +3.18% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 1.02% | -0.08% | +4.15% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 1.02% | +0.17% | +2.34% | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.00% | -0.09% | -1.49% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.99% | -0.11% | +2.50% | |
| 40 | C | Citigroup Inc | Stock-Financials | 0.98% | -0.04% | +3.54% | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.98% | +0.22% | -1.72% | |
| 42 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.96% | +0.05% | -14.49% | |
| 43 | MAS | Masco CORP | Stock-Industrials | 0.96% | +0.14% | +3.76% | |
| 44 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.95% | +0.04% | +5.12% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.93% | -0.04% | +1.90% | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.92% | -0.04% | -14.57% | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.92% | +0.07% | -4.57% | |
| 48 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 0.91% | -0.06% | +5.66% | |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.89% | -0.04% | -0.69% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.86% | -0.03% | +3.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +1.4% | +121.40% | Add |
| 2 | SCHD | Schwab US Dvd Equity ETF | +0.6% | +2156.73% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +0.4% | +465.66% | Add |
| 4 | FCX | Freeport-mcmoran Inc | +0.4% | +2.33% | Add |
| 5 | SPGI | S&p Global Inc | +0.3% | +24.09% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | -8.53% | Trim |
| 7 | NDAQ | Nasdaq Inc | +0.3% | +7.64% | Add |
| 8 | LRCX | Lam Research CORP | +0.2% | -20.11% | Trim |
| 9 | LPLA | Lpl Financial Holdings Inc | +0.2% | +5.66% | Add |
| 10 | CMI | Cummins Inc | +0.2% | -2.76% | Trim |
| 11 | PM | Philip Morris International | +0.1% | +7.18% | Add |
| 12 | C | Citigroup Inc | +0.1% | +3.54% | Add |
| 13 | MRK | Merck & Co. Inc. | +0.1% | +3.66% | Add |
| 14 | STE | STERIS plc | +0.1% | +7.07% | Add |
| 15 | WMT | Walmart Inc | +0.1% | +3.18% | Add |
| 16 | CCJ | Cameco CORP | +0.1% | -10.28% | Trim |
| 17 | VLO | Valero Energy CORP | +0.1% | +3.69% | Add |
| 18 | BDX | Becton Dickinson And Co | +0.1% | +23.51% | Add |
| 19 | EMR | Emerson Electric Co | +0.1% | +4.98% | Add |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +63.99% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | -0.97% | Trim |
| 22 | AMGN | Amgen Inc | +0.1% | +2.58% | Add |
| 23 | CSCO | Cisco Systems Inc | +0.1% | +3.06% | Add |
| 24 | GSK | Gsk Plc-spon Adr | +0.1% | +1.49% | Add |
| 25 | LMT | Lockheed Martin CORP | +0.1% | -1.49% | Trim |
| 26 | AMZN | Amazon.com Inc | 0% | -1.34% | Trim |
| 27 | VTV | Vanguard Value ETF | -0.1% | -0.70% | Trim |
| 28 | PYPL | Paypal Holdings Inc | -0.2% | +0.78% | Add |
| 29 | CI | THE Cigna Group | -0.2% | -1.98% | Trim |
| 30 | CARR | Carrier Global CORP | -0.2% | -15.34% | Trim |
| 31 | GRMN | Garmin Ltd. | -0.2% | +9.56% | Add |
| 32 | CGNX | Cognex CORP | -0.2% | -4.38% | Trim |
| 33 | NKE | Nike Inc -cl B | -0.2% | -13.46% | Trim |
| 34 | ORCL | Oracle CORP | -0.3% | -3.79% | Trim |
| 35 | META | Meta Platforms Inc-class A | -0.3% | -2.00% | Trim |
| 36 | MSFT | Microsoft CORP | -0.3% | +3.07% | Add |
| 37 | CP | Canadian Pacific Kansas City | -0.3% | -14.49% | Trim |
| 38 | CSGP | Costar Group Inc | -0.4% | -5.13% | Trim |
| 39 | ORLY | O'reilly Automotive Inc | -0.4% | -10.27% | Trim |
| 40 | FSLR | First Solar Inc | -0.4% | -63.78% | Trim |
| 41 | ADBE | Adobe Inc | -0.4% | -14.57% | Trim |
| 42 | EA | Electronic Arts Inc | -1.1% | -92.72% | Trim |
| 43 | FTNT | Fortinet Inc | — | EXIT | Sold out |
| 44 | BA | Boeing Co/the | — | NEW | New buy |
| 45 | MDT | Medtronic plc | — | NEW | New buy |
| 46 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 47 | RPRX | Royalty Pharma plc | — | NEW | New buy |
| 48 | IXUS | Ishares Core Intl Stock ETF | — | NEW | New buy |
| 49 | SCHC | Schwab Intl Small-cap Equity | — | EXIT | Sold out |
| 50 | DBEU | Xtrackers Msci Europe Hedged | — | 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 231 disclosed positions in Q4 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, QQQ, AMZN) accounted for 11.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
BA
市值: $9.4M
Top Position Liquidated / Trimmed
FTNT
前期市值: $9.9M
During Q4 2025, Foster Victor Wealth Advisors, LLC's top holdings by market value included VTV (3.4%)、QQQ (2.7%)、AMZN (2.5%). The largest single position, VTV, represented 3.4% of total portfolio value.
In Q4 2025, Foster Victor Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 22 positions, trimming 20 holdings, and fully liquidating 2 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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