Foster Victor Wealth Advisors, LLC

CIK 0001769063 • 7 13F filings • Apr 17, 2025 – Oct 21, 2026

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Filer information

Filed by: Foster Victor Wealth Advisors, LLC, President & Chief Compliance Officer
Address: 10 TOY STREET, SUITE 200, GREENVILLE, SC, 29601
Phone: 864-720-2004
AUM: $1.72B

AUM over time

$2.02B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $1.24B195 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$451K	0.0%	3,557 SH
ABBVIE INC	COM	$12.0M	1.0%	68,717 SH
ADOBE INC	COM	$18.1M	1.5%	51,229 SH
ALPHABET INC	CAP STK CL A	$21.1M	1.7%	133,996 SH
ALPHABET INC	CAP STK CL C	$1.3M	0.1%	8,165 SH
AMAZON COM INC	COM	$31.8M	2.6%	172,057 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$719K	0.1%	12,507 SH
AMGEN INC	COM	$13.8M	1.1%	48,178 SH
ANAVEX LIFE SCIENCES CORP	COM NEW	$334K	0.0%	37,663 SH
APPLE INC	COM	$12.1M	1.0%	61,056 SH
ASML HOLDING N V	N Y REGISTRY SHS	$437K	0.0%	654 SH
ASTRAZENECA PLC	SPONSORED ADR	$259K	0.0%	3,911 SH
ATLANTIC AMERN CORP	COM	$58K	0.0%	44,000 SH
BAIN CAP SPECIALTY FIN INC	COM STK	$313K	0.0%	22,000 SH
BANK AMERICA CORP	COM	$401K	0.0%	11,141 SH
BECTON DICKINSON & CO	COM	$5.6M	0.5%	27,966 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$784K	0.1%	1 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$14.1M	1.1%	26,991 SH
BJS WHSL CLUB HLDGS INC	COM	$12.9M	1.0%	109,688 SH
BLACKROCK INC	COM	$303K	0.0%	345 SH
BLACKSTONE INC	COM	$324K	0.0%	2,546 SH
BLUE OWL CAPITAL INC	COM CL A	$10.6M	0.9%	624,508 SH
BOOKING HOLDINGS INC	COM	$13.8M	1.1%	3,005 SH
BOSTON SCIENTIFIC CORP	COM	$17.2M	1.4%	183,256 SH
BROADCOM INC	COM	$14.2M	1.1%	78,135 SH
BROOKFIELD CORP	CL A LTD VT SH	$220K	0.0%	4,525 SH
CAMECO CORP	COM	$7.7M	0.6%	188,355 SH
CANADIAN PACIFIC KANSAS CITY	COM	$17.1M	1.4%	232,411 SH
CARRIER GLOBAL CORPORATION	COM	$10.0M	0.8%	169,263 SH
CATERPILLAR INC	COM	$252K	0.0%	858 SH
CHEVRON CORP NEW	COM	$9.3M	0.7%	68,678 SH
CHIPOTLE MEXICAN GRILL INC	COM	$6.9M	0.6%	138,704 SH
CISCO SYS INC	COM	$12.5M	1.0%	218,643 SH
COCA COLA CO	COM	$6.2M	0.5%	86,321 SH
COGNEX CORP	COM	$10.6M	0.8%	440,882 SH
COMCAST CORP NEW	CL A	$8.8M	0.7%	261,062 SH
COSTAR GROUP INC	COM	$15.2M	1.2%	196,388 SH
COSTCO WHSL CORP NEW	COM	$395K	0.0%	410 SH
CROCS INC	COM	$9.0M	0.7%	96,972 SH
CUMMINS INC	COM	$8.5M	0.7%	29,888 SH
DANAHER CORPORATION	COM	$13.4M	1.1%	70,881 SH
DBX ETF TR	XTRACK MSCI EURP	$3.0M	0.2%	73,171 SH
DIAGEO PLC	SPON ADR NEW	$259K	0.0%	2,368 SH
DIGITAL RLTY TR INC	COM	$6.1M	0.5%	41,858 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$343K	0.0%	9,399 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$531K	0.0%	17,067 SH
DUKE ENERGY CORP NEW	COM NEW	$1.0M	0.1%	8,415 SH
ELECTRONIC ARTS INC	COM	$12.5M	1.0%	87,329 SH
ELI LILLY & CO	COM	$476K	0.0%	651 SH
EMERSON ELEC CO	COM	$12.6M	1.0%	124,968 SH
ENBRIDGE INC	COM	$11.3M	0.9%	262,467 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$380K	0.0%	23,296 SH
EOG RES INC	COM	$6.1M	0.5%	56,199 SH
EQUIFAX INC	COM	$321K	0.0%	1,459 SH
EXXON MOBIL CORP	COM	$1.1M	0.1%	10,657 SH
FIRST SOLAR INC	COM	$12.2M	1.0%	96,794 SH
FIRST TR EXCH TRADED FD III	SHRT DUR MNG MUN	$554K	0.0%	28,092 SH
FORTINET INC	COM	$8.0M	0.6%	82,198 SH
FRANKLIN TEMPLETON DIGITAL H	BITCOIN ETF SHS	$601K	0.0%	12,375 SH
FREEPORT-MCMORAN INC	CL B	$12.6M	1.0%	378,014 SH
GARMIN LTD	SHS	$13.8M	1.1%	72,814 SH
GE AEROSPACE	COM NEW	$411K	0.0%	2,262 SH
GENUINE PARTS CO	COM	$6.4M	0.5%	55,701 SH
GSK PLC	SPONSORED ADR	$12.2M	1.0%	352,311 SH
GXO LOGISTICS INCORPORATED	COMMON STOCK	$5.5M	0.4%	160,801 SH
HALLIBURTON CO	COM	$15.2M	1.2%	722,558 SH
HDFC BANK LTD	SPONSORED ADS	$204K	0.0%	3,017 SH
HEALTHPEAK PROPERTIES INC	COM	$5.8M	0.5%	318,488 SH
HERSHEY CO	COM	$9.2M	0.7%	55,623 SH
HOME DEPOT INC	COM	$13.7M	1.1%	38,678 SH
HONEYWELL INTL INC	COM	$262K	0.0%	1,319 SH
HUBBELL INC	COM	$1.3M	0.1%	3,590 SH
HUNTINGTON BANCSHARES INC	COM	$5.8M	0.5%	450,031 SH
INTERNATIONAL BUSINESS MACHS	COM	$426K	0.0%	1,810 SH
INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$3.5M	0.3%	69,019 SH
INVESCO QQQ TR	UNIT SER 1	$15.3M	1.2%	33,777 SH
ISHARES TR	CORE MSCI TOTAL	$3.5M	0.3%	51,541 SH
ISHARES TR	CORE S&P MCP ETF	$241K	0.0%	4,432 SH
ISHARES TR	CORE S&P SCP ETF	$1.3M	0.1%	13,724 SH
ISHARES TR	CORE S&P500 ETF	$284K	0.0%	530 SH
ISHARES TR	EAFE SML CP ETF	$222K	0.0%	3,566 SH
ISHARES TR	MSCI EAFE ETF	$316K	0.0%	4,003 SH
ISHARES TR	MSCI EAFE MIN VL	$1.4M	0.1%	18,296 SH
ISHARES TR	MSCI INTL QUALTY	$26.1M	2.1%	669,902 SH
ISHARES TR	MSCI USA MIN VOL	$223K	0.0%	2,478 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$593K	0.0%	10,986 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$529K	0.0%	10,675 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$558K	0.0%	11,068 SH
JOHNSON & JOHNSON	COM	$12.8M	1.0%	84,564 SH
JPMORGAN CHASE & CO.	COM	$1.9M	0.2%	8,126 SH
LAM RESEARCH CORP	COM NEW	$17.5M	1.4%	259,569 SH
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$174K	0.0%	48,592 SH
LOCKHEED MARTIN CORP	COM	$12.2M	1.0%	25,726 SH
LOWES COS INC	COM	$510K	0.0%	2,316 SH
LPL FINL HLDGS INC	COM	$17.0M	1.4%	54,658 SH
MAGNOLIA OIL & GAS CORP	CL A	$6.9M	0.6%	336,917 SH
MARATHON PETE CORP	COM	$242K	0.0%	1,962 SH
MASCO CORP	COM	$15.8M	1.3%	255,269 SH
MASTERCARD INCORPORATED	CL A	$24.8M	2.0%	48,645 SH
MCDONALDS CORP	COM	$474K	0.0%	1,529 SH
MERCK & CO INC	COM	$8.3M	0.7%	104,952 SH
META PLATFORMS INC	CL A	$15.8M	1.3%	28,992 SH
METLIFE INC	COM	$9.6M	0.8%	135,091 SH
MICROSOFT CORP	COM	$25.4M	2.0%	65,453 SH
MONDELEZ INTL INC	CL A	$7.0M	0.6%	104,918 SH
NASDAQ INC	COM	$20.0M	1.6%	279,815 SH
NEW GOLD INC CDA	COM	$43K	0.0%	11,939 SH
NEXTERA ENERGY INC	COM	$6.2M	0.5%	93,524 SH
NIKE INC	CL B	$8.9M	0.7%	164,067 SH
NORFOLK SOUTHN CORP	COM	$218K	0.0%	1,000 SH
NORTHROP GRUMMAN CORP	COM	$212K	0.0%	397 SH
NVIDIA CORPORATION	COM	$3.8M	0.3%	34,056 SH
NXP SEMICONDUCTORS N V	COM	$7.9M	0.6%	46,642 SH
ONEOK INC NEW	COM	$14.1M	1.1%	170,959 SH
ORACLE CORP	COM	$461K	0.0%	3,482 SH
OREILLY AUTOMOTIVE INC	COM	$18.7M	1.5%	13,443 SH
PACER FDS TR	US CASH COWS 100	$19.2M	1.5%	384,991 SH
PALANTIR TECHNOLOGIES INC	CL A	$265K	0.0%	2,997 SH
PAYCOM SOFTWARE INC	COM	$1.0M	0.1%	4,718 SH
PAYPAL HLDGS INC	COM	$5.8M	0.5%	92,691 SH
PEPSICO INC	COM	$11.5M	0.9%	79,478 SH
PFIZER INC	COM	$13.1M	1.1%	598,475 SH
PHILIP MORRIS INTL INC	COM	$14.8M	1.2%	96,407 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$554K	0.0%	5,531 SH
PNC FINL SVCS GROUP INC	COM	$214K	0.0%	1,409 SH
PPL CORP	COM	$7.0M	0.6%	201,233 SH
PROCTER AND GAMBLE CO	COM	$7.8M	0.6%	46,875 SH
PRUDENTIAL FINL INC	COM	$201K	0.0%	2,034 SH
PURECYCLE TECHNOLOGIES INC	COM	$219K	0.0%	35,193 SH
QUALCOMM INC	COM	$20.2M	1.6%	145,238 SH
REALTY INCOME CORP	COM	$6.4M	0.5%	116,787 SH
REGIONS FINANCIAL CORP NEW	COM	$5.8M	0.5%	304,011 SH
RITHM CAPITAL CORP	COM NEW	$578K	0.0%	59,257 SH
RTX CORPORATION	COM	$505K	0.0%	3,934 SH
S&P GLOBAL INC	COM	$13.9M	1.1%	29,940 SH
SALESFORCE INC	COM	$12.9M	1.0%	50,706 SH
SAP SE	SPON ADR	$350K	0.0%	1,350 SH
SCHLUMBERGER LTD	COM STK	$209K	0.0%	6,160 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$321K	0.0%	12,196 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$231K	0.0%	6,629 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$884K	0.1%	40,064 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$204K	0.0%	8,121 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$1.3M	0.1%	52,336 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$578K	0.0%	28,243 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.8M	0.2%	115,229 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$27.9M	2.2%	1,323,973 SH
SCHWAB STRATEGIC TR	US REIT ETF	$213K	0.0%	10,726 SH
SELECT SECTOR SPDR TR	SBI CONS DISCR	$215K	0.0%	1,135 SH
SHERWIN WILLIAMS CO	COM	$674K	0.1%	2,002 SH
SIGHT SCIENCES INC	COM	$85K	0.0%	35,895 SH
SONOCO PRODS CO	COM	$917K	0.1%	21,135 SH
SOUTHERN CO	COM	$7.2M	0.6%	80,483 SH
SOUTHERN FIRST BANCSHARES	COM	$317K	0.0%	10,287 SH
SPDR GOLD TR	GOLD SHS	$366K	0.0%	1,229 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.2M	0.1%	2,324 SH
SPDR SER TR	PORTFOLIO INTRMD	$5.1M	0.4%	155,847 SH
SPDR SER TR	PORTFOLIO LN TSR	$7.8M	0.6%	297,969 SH
SPDR SER TR	S&P 400 MDCP GRW	$700K	0.1%	9,272 SH
SPDR SER TR	S&P 600 SMCP GRW	$544K	0.0%	7,055 SH
SPDR SER TR	S&P DIVID ETF	$289K	0.0%	2,257 SH
SS&C TECHNOLOGIES HLDGS INC	COM	$20.3M	1.6%	267,509 SH
STERIS PLC	SHS USD	$16.1M	1.3%	72,692 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$419K	0.0%	2,668 SH
TD SYNNEX CORPORATION	COM	$295K	0.0%	2,898 SH
TESLA INC	COM	$1.7M	0.1%	6,597 SH
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$168K	0.0%	12,500 SH
THE CIGNA GROUP	COM	$17.6M	1.4%	53,276 SH
THERMO FISHER SCIENTIFIC INC	COM	$220K	0.0%	503 SH
TJX COS INC NEW	COM	$268K	0.0%	2,090 SH
TRISALUS LIFE SCIENCES INC	*W EXP 08/10/202	$15K	0.0%	12,601 SH
TRUIST FINL CORP	COM	$2.2M	0.2%	61,845 SH
UBER TECHNOLOGIES INC	COM	$12.2M	1.0%	169,185 SH
UNITED BANKSHARES INC WEST V	COM	$847K	0.1%	26,598 SH
UNITED MICROELECTRONICS CORP	SPON ADR NEW	$165K	0.0%	24,074 SH
UNITED PARCEL SERVICE INC	CL B	$420K	0.0%	4,330 SH
UNITEDHEALTH GROUP INC	COM	$484K	0.0%	808 SH
US BANCORP DEL	COM NEW	$7.0M	0.6%	184,097 SH
VALERO ENERGY CORP	COM	$12.2M	1.0%	110,402 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.2M	0.1%	3,390 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$444K	0.0%	2,964 SH
VANGUARD INDEX FDS	MID CAP ETF	$3.4M	0.3%	14,021 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$597K	0.0%	1,217 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.1M	0.2%	8,041 SH
VANGUARD INDEX FDS	VALUE ETF	$47.8M	3.8%	295,108 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$14.6M	1.2%	303,756 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$3.7M	0.3%	63,532 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$830K	0.1%	4,491 SH
VANGUARD STAR FDS	VG TL INTL STK F	$399K	0.0%	6,641 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$691K	0.1%	13,980 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$284K	0.0%	2,343 SH
VERIZON COMMUNICATIONS INC	COM	$8.7M	0.7%	198,365 SH
VERTEX PHARMACEUTICALS INC	COM	$11.1M	0.9%	22,924 SH
VISA INC	COM CL A	$9.8M	0.8%	29,490 SH
WALMART INC	COM	$12.2M	1.0%	131,730 SH
WILLIAMS COS INC	COM	$412K	0.0%	7,306 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 26, 2026	Q4 2025	13F-HR	0001769063-26-000001	$1.72B	View
Oct 21, 2026	Q3 2026	13F-HR	0001769063-26-000005	$2.02B	View
Oct 10, 2025	Q3 2025