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CIK: 0001769063
Total reported value
$1.9B
$1.9B
242 檔
11.7%
As reported in its official Q1 2026 Form 13F filing, Foster Victor Wealth Advisors, LLC's tracked investment portfolio stood at $1.9B with 242 total positions.
In Q1 2026, Foster Victor Wealth Advisors, LLC displayed an active expansion posture, initiating 25 new positions and adding to 103 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 242 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 3.43% | +0.09% | +1.39% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.68% | -0.44% | +3.48% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.67% | +0.06% | +30.83% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.01% | +0.22% | +2.74% | |
| 5 | LRCX | Lam Research CORP | Stock-Tech | 1.92% | -0.06% | -18.21% | |
| 6 | IQLT | Ishares Msci International Q | ETF-Other | 1.89% | -0.08% | +2.24% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.70% | -0.18% | +4.15% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.63% | +0.22% | +68.18% | |
| 9 | NDAQ | Nasdaq Inc | Stock-Financials | 1.63% | -0.82% | +8.61% | |
| 10 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.45% | -0.58% | +3.43% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 1.44% | -0.03% | -8.57% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.44% | — | -45.79% | |
| 13 | VLO | Valero Energy CORP | Stock-Energy | 1.43% | +0.02% | +0.36% | |
| 14 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 1.38% | -0.49% | +14.39% | |
| 15 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 1.33% | -0.21% | +0.87% | |
| 16 | OKE | Oneok Inc | Stock-Energy | 1.28% | +0.04% | +9.27% | |
| 17 | GRMN | Garmin Ltd. | Stock-Tech | 1.27% | -0.21% | -2.40% | |
| 18 | HAL | Halliburton Co | Stock-Energy | 1.25% | -0.50% | -7.80% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 1.23% | +0.12% | +9.53% | |
| 20 | AMGN | Amgen Inc | Stock-Healthcare | 1.22% | -0.01% | -0.66% | |
| 21 | PFE | Pfizer Inc | Stock-Healthcare | 1.22% | -0.18% | +12.89% | |
| 22 | CP | Canadian Pacific Kansas City | Stock-Industrials | 1.21% | +0.05% | +13.44% | |
| 23 | STE | STERIS plc | Stock-Healthcare | 1.16% | -0.18% | +5.54% | |
| 24 | EMR | Emerson Electric Co | Stock-Industrials | 1.16% | -0.03% | +5.23% | |
| 25 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.15% | -0.16% | -24.96% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.15% | -0.09% | +4.10% | |
| 27 | QCOM | Qualcomm Inc | Stock-Tech | 1.13% | -0.13% | -8.97% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.12% | +0.02% | -8.99% | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 1.11% | +0.08% | +6.51% | |
| 30 | C | Citigroup Inc | Stock-Financials | 1.09% | -0.04% | +3.24% | |
| 31 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.07% | -0.13% | -3.05% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 1.06% | -0.08% | +16.66% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 1.05% | -0.16% | -0.49% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 1.04% | -0.08% | -7.98% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 1.03% | +0.17% | +5.91% | |
| 36 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.99% | -0.09% | -4.71% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.98% | -0.13% | +11.06% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | +0.23% | +133.20% | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.95% | -0.95% | EXIT | |
| 40 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 0.94% | -0.06% | +7.30% | |
| 41 | MAS | Masco CORP | Stock-Industrials | 0.94% | +0.14% | +8.48% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.93% | -0.04% | +6.12% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.93% | -0.08% | +10.19% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.92% | -0.36% | +100.04% | |
| 45 | ENB | Enbridge Inc | Stock-Energy | 0.91% | +0.01% | +5.00% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.90% | -0.04% | +3.57% | |
| 47 | CARR | Carrier Global CORP | Stock-Industrials | 0.90% | +0.02% | +32.09% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.89% | -0.11% | +16.26% | |
| 49 | AMD | Advanced Micro Devices | Stock-Tech | 0.88% | +0.39% | — | |
| 50 | UBER | Uber Technologies Inc | Stock-Industrials | 0.85% | -0.04% | +29.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.7% | +68.18% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | +30.83% | Add |
| 3 | NVDA | Nvidia CORP | +0.6% | +133.20% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +100.04% | Add |
| 5 | LLY | Eli Lilly & Co | +0.4% | +321.39% | Add |
| 6 | VLO | Valero Energy CORP | +0.3% | +0.36% | Add |
| 7 | CARR | Carrier Global CORP | +0.3% | +32.09% | Add |
| 8 | CP | Canadian Pacific Kansas City | +0.3% | +13.44% | Add |
| 9 | GSK | Gsk Plc-spon Adr | +0.2% | +0.87% | Add |
| 10 | OKE | Oneok Inc | +0.2% | +9.27% | Add |
| 11 | GRMN | Garmin Ltd. | +0.2% | -2.40% | Trim |
| 12 | CSCO | Cisco Systems Inc | +0.2% | +9.53% | Add |
| 13 | PFE | Pfizer Inc | +0.2% | +12.89% | Add |
| 14 | CVX | Chevron CORP | +0.2% | +10.19% | Add |
| 15 | RPRX | Royalty Pharma plc | +0.2% | +14.65% | Add |
| 16 | EOG | Eog Resources Inc | +0.2% | +11.83% | Add |
| 17 | BA | Boeing Co/the | +0.2% | +44.52% | Add |
| 18 | AMZN | Amazon.com Inc | +0.1% | +3.48% | Add |
| 19 | MGY | Magnolia Oil & Gas CORP - A | +0.1% | +1.70% | Add |
| 20 | PEP | Pepsico Inc | +0.1% | +11.06% | Add |
| 21 | VZ | Verizon Communications Inc | +0.1% | +8.22% | Add |
| 22 | ENB | Enbridge Inc | +0.1% | +5.00% | Add |
| 23 | DLR | Digital Realty Trust Inc | +0.1% | +7.48% | Add |
| 24 | C | Citigroup Inc | +0.1% | +3.24% | Add |
| 25 | META | Meta Platforms Inc-class A | +0.1% | +4.10% | Add |
| 26 | IQLT | Ishares Msci International Q | +0.1% | +2.24% | Add |
| 27 | DOC | Healthpeak Properties Inc | +0.1% | +31.18% | Add |
| 28 | MDLZ | Mondelez International Inc-a | +0.1% | +24.23% | Add |
| 29 | CI | THE Cigna Group | +0.1% | +13.31% | Add |
| 30 | UBER | Uber Technologies Inc | +0.1% | +29.60% | Add |
| 31 | PG | Procter & Gamble Co/the | +0.1% | +14.93% | Add |
| 32 | SO | Southern Co/the | +0.1% | +7.68% | Add |
| 33 | VTV | Vanguard Value ETF | +0.1% | +1.39% | Add |
| 34 | PPL | Ppl CORP | +0.1% | +6.79% | Add |
| 35 | NEE | Nextera Energy Inc | +0.1% | +3.19% | Add |
| 36 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | +21.53% | Add |
| 37 | HAL | Halliburton Co | +0.1% | -7.80% | Trim |
| 38 | OWL | Blue Owl Capital Inc | +0.1% | +88.23% | Add |
| 39 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +18.94% | Add |
| 40 | AMGN | Amgen Inc | 0% | -0.66% | Trim |
| 41 | O | Realty Income CORP | 0% | +7.42% | Add |
| 42 | HD | Home Depot Inc | 0% | +16.66% | Add |
| 43 | COWZ | Pacer US Cash Cows 100 ETF | 0% | +3.43% | Add |
| 44 | BJ | Bj's Wholesale Club Holdings | 0% | +7.30% | Add |
| 45 | USB | US Bancorp | 0% | +3.76% | Add |
| 46 | VEA | Vanguard Ftse Developed ETF | 0% | +188.62% | Add |
| 47 | JBND | Jpmorgan Active Bond ETF | 0% | +16.90% | Add |
| 48 | SCHX | Schwab US Large-cap ETF | 0% | +2.74% | Add |
| 49 | WMT | Walmart Inc | 0% | -0.49% | Trim |
| 50 | MET | Metlife Inc | 0% | +5.78% | Add |
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 242 disclosed positions in Q1 2026.
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, GOOGL) accounted for 11.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
AMD
市值: $15.4M
Top Position Liquidated / Trimmed
NKE
前期市值: $10.6M
During Q1 2026, Foster Victor Wealth Advisors, LLC's top holdings by market value included VTV (3.4%)、AMZN (2.7%)、GOOGL (2.7%). The largest single position, VTV, represented 3.4% of total portfolio value.
In Q1 2026, Foster Victor Wealth Advisors, LLC made 188 total portfolio adjustments, initiating 25 new buys, adding to 103 positions, trimming 46 holdings, and fully liquidating 14 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.
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