The Analysis of Foster Victor Wealth Advisors, LLC's Holdings

Currently, Foster Victor Wealth Advisors, LLC holds 231 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in N/A (+40.4K shares, valued at $25.1M), SCHD (+340.4K shares, valued at $9.8M), BA (+38.0K shares, valued at $9.4M); decreased their positions in EA (-87.1K shares, valued at $17.8M), N/A (-37.9K shares, valued at $8.4M), FSLR (-30.4K shares, valued at $7.4M); initiated new positions in BA (+38.0K shares, valued at $9.4M), N/A (+96.4K shares, valued at $9.3M), ROP (+17.4K shares, valued at $7.2M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS291.7K shares-0.70%2025-12-312026-01-26

INVESCO QQQ TR INVESCO QQQ TR73.7K shares121.40%2025-12-312026-01-26

AMZN AMAZON COM INC182.1K shares-1.34%2025-12-312026-01-26

ALPHABET INC ALPHABET INC107.4K shares-8.53%2025-12-312026-01-26

SCHX SCHWAB STRATEGIC TR1.2M shares-2.23%2025-12-312026-01-26

LAM RESEARCH CORP LAM RESEARCH CORP150.4K shares-20.11%2025-12-312026-01-26

MSFT MICROSOFT CORP72.4K shares3.07%2025-12-312026-01-26

IQLT ISHARES TR655.2K shares-0.56%2025-12-312026-01-26

Sponsored

NDAQ NASDAQ INC302.7K shares7.64%2025-12-312026-01-26

MA MASTERCARD INCORPORATED53.6K shares3.25%2025-12-312026-01-26

QCOM QUALCOMM INC163.7K shares2.85%2025-12-312026-01-26

SSNC SS&C TECHNOLOGIES HLDGS INC295.4K shares8.03%2025-12-312026-01-26

LPLA LPL FINL HLDGS INC65.3K shares5.66%2025-12-312026-01-26

COWZ PACER FDS TR395.5K shares0.25%2025-12-312026-01-26

SPGI S&P GLOBAL INC43.7K shares24.09%2025-12-312026-01-26

FCX FREEPORT-MCMORAN INC392.4K shares2.33%2025-12-312026-01-26

Sponsored

STERIS PLC STERIS PLC85.7K shares7.07%2025-12-312026-01-26

HAL HALLIBURTON CO633.0K shares-20.48%2025-12-312026-01-26

AMGN AMGEN INC61.2K shares2.58%2025-12-312026-01-26

EMR EMERSON ELEC CO133.5K shares4.98%2025-12-312026-01-26

PM PHILIP MORRIS INTL INC114.7K shares7.18%2025-12-312026-01-26

JNJ JOHNSON & JOHNSON89.8K shares-0.97%2025-12-312026-01-26

ORLY OREILLY AUTOMOTIVE INC206.4K shares-10.27%2025-12-312026-01-26

VLO VALERO ENERGY CORP105.7K shares3.69%2025-12-312026-01-26

Sponsored

GSK PLC GSK PLC391.2K shares1.49%2025-12-312026-01-26

DHR DANAHER CORPORATION79.9K shares-12.81%2025-12-312026-01-26

BSX BOSTON SCIENTIFIC CORP213.2K shares7.25%2025-12-312026-01-26

GRMN GARMIN LTD86.1K shares9.56%2025-12-312026-01-26

BROADCOM INC BROADCOM INC51.8K shares3.25%2025-12-312026-01-26

META META PLATFORMS INC29.1K shares-2.00%2025-12-312026-01-26

OKE ONEOK INC NEW242.2K shares0.71%2025-12-312026-01-26

CSCO CISCO SYS INC238.6K shares3.06%2025-12-312026-01-26

Sponsored

CMI CUMMINS INC30.9K shares-2.76%2025-12-312026-01-26

PFE PFIZER INC696.0K shares-1.32%2025-12-312026-01-26

WMT WALMART INC147.2K shares3.18%2025-12-312026-01-26

HD HOME DEPOT INC46.2K shares4.15%2025-12-312026-01-26

ABBV ABBVIE INC81.3K shares2.34%2025-12-312026-01-26

LMT LOCKHEED MARTIN CORP29.6K shares-1.49%2025-12-312026-01-26

IBM INTERNATIONAL BUSINESS MACHS55.8K shares2.50%2025-12-312026-01-26

CITIGROUP INC CITIGROUP INC143.0K shares3.54%2025-12-312026-01-26

Sponsored

AAPL APPLE INC65.5K shares-1.72%2025-12-312026-01-26

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY227.6K shares-14.49%2025-12-312026-01-26

MAS MASCO CORP233.2K shares3.76%2025-12-312026-01-26

BKNG BOOKING HOLDINGS INC3.2K shares5.12%2025-12-312026-01-26

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL32.3K shares1.90%2025-12-312026-01-26

ADBE ADOBE INC53.5K shares-14.57%2025-12-312026-01-26

CRM SALESFORCE INC69.3K shares-4.57%2025-12-312026-01-26

BJ BJS WHSL CLUB HLDGS INC167.2K shares5.66%2025-12-312026-01-26

Sponsored

VTEB VANGUARD MUN BD FDS302.8K shares-0.69%2025-12-312026-01-26

MERCK & CO INC MERCK & CO INC135.0K shares3.66%2025-12-312026-01-26

CGNX COGNEX CORP357.5K shares-4.38%2025-12-312026-01-26

VRTX VERTEX PHARMACEUTICALS INC32.9K shares-2.74%2025-12-312026-01-26

PEP PEPSICO INC99.3K shares1.22%2025-12-312026-01-26

CCJ CAMECO CORP123.2K shares-10.28%2025-12-312026-01-26

ENB ENBRIDGE INC286.3K shares5.36%2025-12-312026-01-26

HSY HERSHEY CO68.4K shares5.20%2025-12-312026-01-26

Sponsored

UBER UBER TECHNOLOGIES INC156.7K shares2.64%2025-12-312026-01-26

CVX CHEVRON CORP NEW78.8K shares-2.15%2025-12-312026-01-26

CSGP COSTAR GROUP INC198.0K shares-5.13%2025-12-312026-01-26

THE CIGNA GROUP THE CIGNA GROUP46.1K shares-1.98%2025-12-312026-01-26

OWL BLUE OWL CAPITAL INC786.3K shares3.97%2025-12-312026-01-26

MET METLIFE INC152.5K shares5.64%2025-12-312026-01-26

V VISA INC32.6K shares1.85%2025-12-312026-01-26

NKE NIKE INC163.9K shares-13.46%2025-12-312026-01-26

Sponsored

BDX BECTON DICKINSON & CO50.0K shares23.51%2025-12-312026-01-26

CARR CARRIER GLOBAL CORPORATION183.5K shares-15.34%2025-12-312026-01-26

SCHD SCHWAB STRATEGIC TR356.2K shares2156.73%2025-12-312026-01-26

USB US BANCORP DEL176.6K shares0.26%2025-12-312026-01-26

NXPI NXP SEMICONDUCTORS N V39.9K shares-1.85%2025-12-312026-01-26

CMG CHIPOTLE MEXICAN GRILL INC236.9K shares13.11%2025-12-312026-01-26

RF REGIONS FINANCIAL CORP NEW340.4K shares6.02%2025-12-312026-01-26

MGY MAGNOLIA OIL & GAS CORP417.2K shares9.22%2025-12-312026-01-26

Sponsored

BA BOEING CO38.0K sharesnew addition2025-12-312026-01-26

NEE NEXTERA ENERGY INC111.7K shares2.33%2025-12-312026-01-26

VZ VERIZON COMMUNICATIONS INC239.7K shares9.38%2025-12-312026-01-26

MEDTRONIC PLC MEDTRONIC PLC96.4K sharesnew addition2025-12-312026-01-26

PG PROCTER AND GAMBLE CO64.2K shares8.21%2025-12-312026-01-26

HBAN HUNTINGTON BANCSHARES INC510.9K shares6.63%2025-12-312026-01-26

PYPL PAYPAL HLDGS INC158.9K shares0.78%2025-12-312026-01-26

GXO GXO LOGISTICS INCORPORATED156.7K shares-2.01%2025-12-312026-01-26

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS13.3K shares465.66%2025-12-312026-01-26

GPC GENUINE PARTS CO61.5K shares2.95%2025-12-312026-01-26

O REALTY INCOME CORP133.9K shares5.28%2025-12-312026-01-26

PPL PPL CORP223.3K shares5.12%2025-12-312026-01-26

SO SOUTHERN CO91.6K shares4.67%2025-12-312026-01-26

SPY SPDR S&P 500 ETF TR11.6K shares21.24%2025-12-312026-01-26

DLR DIGITAL RLTY TR INC47.2K shares5.29%2025-12-312026-01-26

KO COCA COLA CO109.5K shares-0.18%2025-12-312026-01-26

Sponsored

SCHG SCHWAB STRATEGIC TR233.2K shares3.80%2025-12-312026-01-26

ROP ROPER TECHNOLOGIES INC17.4K sharesnew addition2025-12-312026-01-26

DOC HEALTHPEAK PROPERTIES INC403.6K shares-3.01%2025-12-312026-01-26

RPRX ROYALTY PHARMA PLC180.7K sharesnew addition2025-12-312026-01-26

EOG EOG RES INC66.9K shares6.31%2025-12-312026-01-26

NVDA NVIDIA CORPORATION37.0K shares15.51%2025-12-312026-01-26

MDLZ MONDELEZ INTL INC117.2K shares-1.18%2025-12-312026-01-26

ORCL ORACLE CORP34.6K shares-3.79%2025-12-312026-01-26

Sponsored

SPTL SPDR SERIES TRUST196.2K shares-8.04%2025-12-312026-01-26

SPIB SPDR SERIES TRUST153.1K shares0.92%2025-12-312026-01-26

CMCSA COMCAST CORP NEW181.2K shares-13.61%2025-12-312026-01-26

IXUS ISHARES TR55.3K sharesnew addition2025-12-312026-01-26

JPM JPMORGAN CHASE & CO.14.1K shares63.99%2025-12-312026-01-26

FSLR FIRST SOLAR INC17.3K shares-63.78%2025-12-312026-01-26

SCHA SCHWAB STRATEGIC TR135.1K shares-3.10%2025-12-312026-01-26

VO VANGUARD INDEX FDS13.4K shares-3.54%2025-12-312026-01-26

Sponsored

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II58.6K shares-7.30%2025-12-312026-01-26

EEMV ISHARES INC60.3K shares-1.66%2025-12-312026-01-26

VGIT VANGUARD SCOTTSDALE FDS64.3K shares-1.00%2025-12-312026-01-26

DBEU DBX ETF TR72.0K sharesnew addition2025-12-312026-01-26

TFC TRUIST FINL CORP59.9K shares-7.81%2025-12-312026-01-26

RSG REPUBLIC SVCS INC13.2K shares2.12%2025-12-312026-01-26

VTI VANGUARD INDEX FDS8.1K shares-4.74%2025-12-312026-01-26

JBND J P MORGAN EXCHANGE TRADED F49.2K shares0.00%2025-12-312026-01-26

Sponsored

ALPHABET INC ALPHABET INC7.6K shares-3.91%2025-12-312026-01-26

LLY ELI LILLY & CO2.3K shares94.55%2025-12-312026-01-26

HUBBELL INC HUBBELL INC3.5K shares0.00%2025-12-312026-01-26

XOM EXXON MOBIL CORP12.9K shares-0.97%2025-12-312026-01-26

IJR ISHARES TR12.8K shares-3.58%2025-12-312026-01-26

TSLA TESLA INC3.6K shares-42.90%2025-12-312026-01-26

EFAV ISHARES TR16.2K shares-4.45%2025-12-312026-01-26

EA ELECTRONIC ARTS INC6.8K shares-92.72%2025-12-312026-01-26

Sponsored

SCHO SCHWAB STRATEGIC TR52.1K shares9.01%2025-12-312026-01-26

TSM TAIWAN SEMICONDUCTOR MFG LTD3.1K shares11.37%2025-12-312026-01-26

VIG VANGUARD SPECIALIZED FUNDS4.7K shares-0.11%2025-12-312026-01-26

ASML ASML HOLDING N V765 shares1.19%2025-12-312026-01-26

UBSI UNITED BANKSHARES INC WEST V25.0K shares0.00%2025-12-312026-01-26

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW8.5K shares-14.65%2025-12-312026-01-26

SON SONOCO PRODS CO20.5K shares-3.64%2025-12-312026-01-26

PNC PNC FINL SVCS GROUP INC4.2K shares0.17%2025-12-312026-01-26

Sponsored

PLTR PALANTIR TECHNOLOGIES INC5.4K shares76.40%2025-12-312026-01-26

GE AEROSPACE GE AEROSPACE2.7K shares28.11%2025-12-312026-01-26

MDYG SPDR SERIES TRUST8.6K shares-4.11%2025-12-312026-01-26

OKLO OKLO INC9.0K shares0.91%2025-12-312026-01-26

SCHB SCHWAB STRATEGIC TR30.9K shares5.81%2025-12-312026-01-26

JEPQ J P MORGAN EXCHANGE TRADED F13.9K shares-7.24%2025-12-312026-01-26

JEPI J P MORGAN EXCHANGE TRADED F13.7K shares-10.58%2025-12-312026-01-26

WELL WELLTOWER INC4.1K sharesnew addition2025-12-312026-01-26

Sponsored

IVV ISHARES TR1.1K shares5.38%2025-12-312026-01-26

RITM RITHM CAPITAL CORP63.3K shares2.35%2025-12-312026-01-26

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-26

SHW SHERWIN WILLIAMS CO2.0K shares-0.10%2025-12-312026-01-26

RTX RTX CORPORATION3.5K shares1.23%2025-12-312026-01-26

DFAC DIMENSIONAL ETF TRUST17.2K shares0.23%2025-12-312026-01-26

PAYC PAYCOM SOFTWARE INC4.7K shares-0.72%2025-12-312026-01-26

EZBC FRANKLIN TEMPLETON DIGITAL H12.4K shares0.46%2025-12-312026-01-26

Sponsored

LOW LOWES COS INC2.4K shares-0.04%2025-12-312026-01-26

SLYG SPDR SERIES TRUST6.7K shares-5.38%2025-12-312026-01-26

BLACKSTONE INC BLACKSTONE INC4.0K shares10.13%2025-12-312026-01-26

GLD SPDR GOLD TR1.5K shares7.74%2025-12-312026-01-26

BAC BANK AMERICA CORP11.5K shares-1.00%2025-12-312026-01-26

LINDE PLC LINDE PLC1.4K shares186.54%2025-12-312026-01-26

AZN ASTRAZENECA PLC5.9K shares21.55%2025-12-312026-01-26

NEAR ISHARES U S ETF TR10.8K sharesnew addition2025-12-312026-01-26

Sponsored

FSMB FIRST TR EXCH TRADED FD III27.2K shares-2.00%2025-12-312026-01-26

BE BLOOM ENERGY CORP3.6K sharesnew addition2025-12-312026-01-26

VYM VANGUARD WHITEHALL FDS3.5K shares-24.79%2025-12-312026-01-26

BTI BRITISH AMERN TOB PLC8.9K shares126.11%2025-12-312026-01-26

TRGP TARGA RES CORP2.8K sharesnew addition2025-12-312026-01-26

SFST SOUTHERN FIRST BANCSHARES9.3K shares-7.47%2025-12-312026-01-26

INTF ISHARES TR13.2K shares-1.61%2025-12-312026-01-26

CAT CATERPILLAR INC798 shares-27.52%2025-12-312026-01-26

Sponsored

SAP SAP SE2.2K shares37.87%2025-12-312026-01-26

MPC MARATHON PETE CORP2.9K shares22.32%2025-12-312026-01-26

MCD MCDONALDS CORP1.6K shares0.57%2025-12-312026-01-26

VUG VANGUARD INDEX FDS1.0K shares-5.88%2025-12-312026-01-26

WMB WILLIAMS COS INC7.9K shares1.77%2025-12-312026-01-26

ABT ABBOTT LABS3.7K shares-1.80%2025-12-312026-01-26

FSMD FIDELITY COVINGTON TRUST9.6K shares-10.03%2025-12-312026-01-26

COST COSTCO WHSL CORP NEW461 shares-5.92%2025-12-312026-01-26

Sponsored

NSC NORFOLK SOUTHN CORP1.5K shares-12.74%2025-12-312026-01-26

IBN ICICI BANK LIMITED13.9K shares92.09%2025-12-312026-01-26

INTC INTEL CORP8.9K shares0.07%2025-12-312026-01-26

BN BROOKFIELD CORP8.6K shares83.94%2025-12-312026-01-26

SHEL SHELL PLC5.4K shares18.07%2025-12-312026-01-26

BCSF BAIN CAP SPECIALTY FIN INC29.3K shares33.08%2025-12-312026-01-26

HDB HDFC BANK LTD12.3K shares109.34%2025-12-312026-01-26

BLACKROCK INC BLACKROCK INC343 shares0.88%2025-12-312026-01-26

Sponsored

EFA ISHARES TR4.0K shares-1.75%2025-12-312026-01-26

TEVA TEVA PHARMACEUTICAL INDS LTD12.5K shares0.00%2025-12-312026-01-26

ET ENERGY TRANSFER L P22.6K shares-3.77%2025-12-312026-01-26

TM TOYOTA MOTOR CORP1.7K shares32.31%2025-12-312026-01-26

SLB SLB LIMITED8.3K shares2.96%2025-12-312026-01-26

BABA ALIBABA GROUP HLDG LTD2.3K shares19.57%2025-12-312026-01-26

LYG LLOYDS BANKING GROUP PLC70.1K shares27.38%2025-12-312026-01-26

SNX TD SYNNEX CORPORATION2.6K shares-11.33%2025-12-312026-01-26

Sponsored

RIO RIO TINTO PLC4.4K shares11.37%2025-12-312026-01-26

PCT PURECYCLE TECHNOLOGIES INC31.1K shares14.78%2025-12-312026-01-26

UMC UNITED MICROELECTRONICS CORP38.6K shares35.79%2025-12-312026-01-26

NVO NOVO-NORDISK A S5.7K shares4.92%2025-12-312026-01-26

FLR FLUOR CORP NEW8.0K sharesnew addition2025-12-312026-01-26

IWS ISHARES TR2.3K shares0.00%2025-12-312026-01-26

CRH PLC CRH PLC2.7K shares19.95%2025-12-312026-01-26

FHN FIRST HORIZON CORPORATION13.8K shares1.43%2025-12-312026-01-26

Sponsored

TJX TJX COS INC NEW2.1K shares-4.45%2025-12-312026-01-26

EFX EQUIFAX INC1.5K shares0.00%2025-12-312026-01-26

XLY SELECT SECTOR SPDR TR2.6K shares100.00%2025-12-312026-01-26

TMO THERMO FISHER SCIENTIFIC INC505 shares0.00%2025-12-312026-01-26

VB VANGUARD INDEX FDS1.1K shares0.09%2025-12-312026-01-26

VGT VANGUARD WORLD FD394 shares14.53%2025-12-312026-01-26

ICLR ICON PLC1.6K shares39.57%2025-12-312026-01-26

VRT VERTIV HOLDINGS CO1.6K shares0.06%2025-12-312026-01-26

Sponsored

SCZ ISHARES TR3.5K shares-1.15%2025-12-312026-01-26

IVW ISHARES TR2.3K shares10.49%2025-12-312026-01-26

EPD ENTERPRISE PRODS PARTNERS L8.7K shares-3.28%2025-12-312026-01-26

IVE ISHARES TR1.3K shares30.78%2025-12-312026-01-26

VEA VANGUARD TAX-MANAGED FDS4.3K shares-43.89%2025-12-312026-01-26

IEFA ISHARES TR3.0K shares0.00%2025-12-312026-01-26

MU MICRON TECHNOLOGY INC745 sharesnew addition2025-12-312026-01-26

NOC NORTHROP GRUMMAN CORP402 shares1.01%2025-12-312026-01-26

Sponsored

AXP AMERICAN EXPRESS CO733 shares-3.81%2025-12-312026-01-26

HON HONEYWELL INTL INC1.2K shares-5.50%2025-12-312026-01-26

IJH ISHARES TR3.8K shares0.29%2025-12-312026-01-26

UNH UNITEDHEALTH GROUP INC777 shares-25.07%2025-12-312026-01-26

PRU PRUDENTIAL FINL INC2.3K shares12.93%2025-12-312026-01-26

UAL UNITED AIRLS HLDGS INC2.3K shares-7.17%2025-12-312026-01-26

TLT ISHARES TR2.9K sharesnew addition2025-12-312026-01-26

DEO DIAGEO PLC2.8K shares35.96%2025-12-312026-01-26

Sponsored

PNFP PINNACLE FINL PARTNERS INC2.5K sharesnew addition2025-12-312026-01-26

MELI MERCADOLIBRE INC120 sharesnew addition2025-12-312026-01-26

USMV ISHARES TR2.6K shares0.00%2025-12-312026-01-26

BND VANGUARD BD INDEX FDS3.2K shares-3.18%2025-12-312026-01-26

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP647 shares0.47%2025-12-312026-01-26

GEV GE VERNOVA INC343 sharesnew addition2025-12-312026-01-26

MS MORGAN STANLEY1.2K sharesnew addition2025-12-312026-01-26

AJG GALLAGHER ARTHUR J & CO900 shares0.56%2025-12-312026-01-26

Sponsored

SGHT SIGHT SCIENCES INC35.9K shares0.00%2025-12-312026-01-26

HCC WARRIOR MET COAL INC2.3K sharesnew addition2025-12-312026-01-26

UPS UNITED PARCEL SERVICE INC1.9K shares-34.37%2025-12-312026-01-26

AVXL ANAVEX LIFE SCIENCES CORP39.9K shares-1.37%2025-12-312026-01-26

HUN HUNTSMAN CORP16.3K shares8.88%2025-12-312026-01-26

AAME ATLANTIC AMERN CORP44.0K shares0.00%2025-12-312026-01-26

AEYE INC AEYE INC10.6K sharesnew addition2025-12-312026-01-26

Call Option Holdings

No call option holdings data available

Put Option Holdings

KO Put PutCOCA COLA CO32.4K shares-1.82%2025-12-312026-01-26