EdgeMarket › What Foster Victor Wealth Advisors, Llc reported owning
What Foster Victor Wealth Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.7BPositions
243Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VTV Vanguard Morningstar Value ETF | 60.0M | 3.4% | 295.7K | 226.40 | +24.6% |
| AMZN AMAZON COM INC | 46.9M | 2.7% | 188.4K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 46.8M | 2.7% | 140.5K | 344.82 | +73.0% |
| SCHX Schwab U.S. Large-Cap ETF | 35.1M | 2.0% | 1.3M | 30.21 | +19.6% |
| LRCX LAM RESEARCH CORP | 33.5M | 1.9% | 123.0K | 314.00 | +216.7% |
| IQLT iShares MSCI Intl Quality Factor ETF | 33.0M | 1.9% | 669.8K | 52.06 | +20.1% |
| MSFT MICROSOFT CORP | 29.7M | 1.7% | 75.5K | 483.24 | -4.4% |
| AAPL Apple Inc. | 28.5M | 1.6% | 110.2K | 309.35 | +36.9% |
| NDAQ NASDAQ, INC. | 28.5M | 1.6% | 328.7K | 98.22 | +3.9% |
| COWZ Pacer US Cash Cows 100 ETF | 25.4M | 1.4% | 409.1K | 72.02 | +26.3% |
| MA Mastercard Inc | 25.2M | 1.4% | 49.0K | 580.63 | -2.0% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 25.1M | 1.4% | 40.0K | 713.44 | +26.1% |
| VLO VALERO ENERGY CORP/TX | 25.0M | 1.4% | 106.1K | 348.86 | +148.3% |
| LPLA LPL Financial Holdings Inc. | 24.1M | 1.4% | 74.7K | 361.35 | +1.7% |
| GSK GSK plc | 23.4M | 1.3% | 394.6K | 52.41 | +30.8% |
| OKE ONEOK INC /NEW/ | 22.5M | 1.3% | 264.7K | 93.33 | +26.7% |
| GRMN GARMIN LTD | 22.2M | 1.3% | 84.0K | 294.85 | +28.1% |
| HAL HALLIBURTON CO | 21.9M | 1.3% | 583.6K | 35.34 | +67.5% |
| CSCO CISCO SYSTEMS, INC. | 21.6M | 1.2% | 261.3K | 111.04 | +65.5% |
| AMGN AMGEN INC | 21.3M | 1.2% | 60.8K | 439.33 | +48.2% |
| PFE PFIZER INC | 21.3M | 1.2% | 785.7K | 28.07 | +10.6% |
| CP CANADIAN PACIFIC KANSAS CITY LTD/CN | 21.2M | 1.2% | 258.2K | 96.69 | +30.2% |
| STE STERIS plc | 20.3M | 1.2% | 90.4K | 237.93 | -4.7% |
| EMR EMERSON ELECTRIC CO | 20.3M | 1.2% | 140.5K | 157.26 | +20.1% |
| FCX FREEPORT-MCMORAN INC | 20.1M | 1.1% | 294.5K | 76.66 | +85.6% |
| META Meta Platforms, Inc. | 20.1M | 1.1% | 30.3K | 549.90 | -26.5% |
| QCOM QUALCOMM INC/DE | 19.8M | 1.1% | 149.0K | 160.75 | +3.4% |
| JNJ JOHNSON & JOHNSON | 19.6M | 1.1% | 81.8K | 270.24 | +51.1% |
| PM Philip Morris International Inc. | 19.5M | 1.1% | 122.2K | 188.23 | +8.9% |
| C CITIGROUP INC | 19.1M | 1.1% | 147.6K | 131.65 | +41.3% |
| ORLY O REILLY AUTOMOTIVE INC | 18.7M | 1.1% | 200.1K | 89.11 | -14.3% |
| HD HOME DEPOT, INC. | 18.5M | 1.1% | 53.9K | 335.61 | -16.5% |
| WMT Walmart Inc. | 18.3M | 1.0% | 146.4K | 103.70 | +1.1% |
| AVGO Broadcom Inc. | 18.1M | 1.0% | 47.6K | 368.45 | +26.5% |
| ABBV AbbVie Inc. | 18.1M | 1.0% | 86.1K | 264.96 | +26.7% |
| LMT LOCKHEED MARTIN CORP | 17.3M | 1.0% | 28.2K | 563.57 | +26.4% |
| PEP PEPSICO INC | 17.2M | 1.0% | 110.2K | 143.48 | -4.8% |
| NVDA NVIDIA CORP | 17.0M | 1.0% | 86.3K | 214.72 | +22.4% |
| DHR DANAHER CORP /DE/ | 16.6M | 0.9% | 83.5K | 218.85 | +3.5% |
| BJ BJ's Wholesale Club Holdings, Inc. | 16.5M | 0.9% | 179.4K | 96.42 | -10.2% |
| MAS MASCO CORP /DE/ | 16.4M | 0.9% | 253.0K | 73.29 | +0.4% |
| unmapped CUSIP 084670702 | 16.3M | 0.9% | 34.2K | — | — |
| CVX CHEVRON CORP | 16.2M | 0.9% | 86.8K | 205.27 | +34.0% |
| SPY SPDR S&P 500 ETF TRUST | 16.1M | 0.9% | 23.1K | 765.72 | +20.0% |
| ENB ENBRIDGE INC | 15.9M | 0.9% | 300.6K | 50.46 | +5.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 15.8M | 0.9% | 313.6K | 49.54 | +1.4% |
| CARR CARRIER GLOBAL Corp | 15.7M | 0.9% | 242.4K | 60.37 | -9.7% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 15.6M | 0.9% | 64.8K | 235.68 | -2.8% |
| AMD ADVANCED MICRO DEVICES INC | 15.4M | 0.9% | 60.5K | 473.25 | +186.5% |
| UBER Uber Technologies, Inc | 14.8M | 0.8% | 203.1K | 78.80 | -15.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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