Foster Victor Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), Foster Victor Wealth Advisors, LLC reported 190 stock positions worth $1.3 billion. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 4.0% of the portfolio, followed by Amazon.com (AMZN, 2.8%) and Schwab US Large-Cap ETF (SCHX, 2.5%). Compared with Q3 2024, it opened 12 new positions, sold out of 11, added to 96 and reduced 72. The biggest buy was a new position in US Bancorp (USB) and the biggest sale Palantir Technologies Class A (PLTR, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- GREENVILLE, SC
- CIK
- 0001769063
- Portfolio Value
- $1.3B (Q4 2024)
- SEC Filing
- 0001085146-25-000412 ↗ filed Jan 23, 2025
Holdings Value
Holdings 190 stocks · $1.3B
| VTV Vanguard Mrngstr Val ETF-Aui | 4.02% | 300,602 | $52.5M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 2.81% | 162,574 | $36.7M | Reduce -3.1% |
| SCHX Schwab US Large-Cap ETF | 2.46% | 1,355,107 | $32.1M | Reduce -5.9% |
| IQLT iShares MSCI International Q | 1.99% | 686,429 | $26.0M | Add +4.3% |
| MA Mastercard Inc. Class A | 1.95% | 48,442 | $25.4M | Add +3.6% |
| MSFT Microsoft Corp. | 1.89% | 57,517 | $24.7M | Add +5.0% |
| GOOGL Alphabet Inc. Class A | 1.86% | 124,120 | $24.3M | Reduce -3.1% |
| COWZ Pacer US Cash Cows 100 ETF | 1.73% | 386,867 | $22.6M | Reduce -0.7% |
| ADBE Adobe Inc. | 1.70% | 51,651 | $22.2M | Add +26.1% |
| SSNC Ss&c Technologies Holdings | 1.64% | 273,157 | $21.4M | Add +5.4% |
| NDAQ Nasdaq Inc. | 1.63% | 269,568 | $21.3M | Add +1.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.59% | 39,694 | $20.7M | Add +8.9% |
| QCOM Qualcomm Inc. | 1.56% | 123,625 | $20.3M | Add +18.9% |
| LRCX Lam Research Corp. | 1.51% | 244,891 | $19.7M | Reduce -89.5% |
| BSX Boston Scientific Corp. | 1.48% | 196,112 | $19.3M | Add +0.8% |
| ORLY O'reilly Automotive Inc. | 1.48% | 15,851 | $19.3M | Add +2.8% |
| LPLA LPL Financial Holdings Inc. | 1.46% | 54,459 | $19.0M | Reduce -21.9% |
| EA Electronic Arts Inc. | 1.35% | 124,052 | $17.6M | Add +2.6% |
| MAS Masco Corp. | 1.31% | 219,120 | $17.1M | Add +6.6% |
| CP Canadian Pacific Kansas City | 1.22% | 213,485 | $16.0M | Add +37.2% |
| CI The Cigna Group | 1.20% | 55,109 | $15.7M | Add +20.5% |
| HAL Halliburton Co. | 1.20% | 523,390 | $15.6M | Add +14.8% |
| GRMN Garmin Ltd. | 1.17% | 70,522 | $15.2M | Reduce -5.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.16% | 303,732 | $15.2M | Add +2.8% |
| AVGO Broadcom Inc. | 1.15% | 63,264 | $15.0M | Reduce -41.4% |
| CRM Salesforce Inc. | 1.14% | 45,984 | $14.9M | Reduce -10.3% |
| META Meta Platforms Inc. Class A | 1.14% | 24,214 | $14.8M | Add +2.9% |
| PFE Pfizer Inc. | 1.14% | 564,035 | $14.8M | Add +24.9% |
| VLO Valero Energy Corp. | 1.13% | 105,009 | $14.8M | Add +21.4% |
| EMR Emerson Electric Co. | 1.10% | 115,674 | $14.4M | Reduce -1.9% |
| BKNG Booking Holdings Inc. | 1.10% | 2,914 | $14.4M | Reduce -14.7% |
| SPGI S&P Global Inc. | 1.10% | 28,512 | $14.3M | Add +11.1% |
| PM Philip Morris International | 1.09% | 117,473 | $14.3M | Reduce -20.3% |
| STE Steris PLC | 1.09% | 68,126 | $14.3M | Add +10.1% |
| MET Metlife Inc. | 1.09% | 163,515 | $14.2M | Add +2.6% |
| AMGN Amgen Inc. | 1.07% | 51,341 | $14.0M | Add +29.9% |
| HD Home Depot Inc. | 1.07% | 33,981 | $13.9M | Add +80.6% |
| CSGP Costar Group Inc. | 1.06% | 187,869 | $13.9M | Add +12.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.05% | 29,430 | $13.8M | Add +2.9% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 1.02% | 140,795 | $13.4M | Add +3.8% |
| AAPL Apple Inc. | 1.02% | 57,953 | $13.3M | Add +0.1% |
| ABBV Abbvie Inc. | 0.99% | 75,059 | $12.9M | Add +19.4% |
| CSCO Cisco Systems Inc. | 0.97% | 210,156 | $12.7M | Reduce -27.0% |
| DHR Danaher Corp. | 0.97% | 53,029 | $12.6M | Add +45.4% |
| WMT Walmart Inc. | 0.96% | 136,998 | $12.6M | Reduce -0.7% |
| CGNX Cognex Corp. | 0.96% | 314,609 | $12.5M | Add +7.1% |
| FSLR First Solar Inc. | 0.93% | 63,201 | $12.2M | Add +33.9% |
| JNJ Johnson & Johnson | 0.92% | 81,766 | $12.0M | Add +13.7% |
| FCX Freeport-McMoran Inc. | 0.92% | 297,725 | $12.0M | Add +17.9% |
| OWL Blue Owl Capital Inc. | 0.91% | 491,922 | $11.9M | Reduce -33.4% |
| ENB Enbridge Inc. | 0.91% | 267,033 | $11.9M | Add +3.2% |
| GSK GSK PLC-Spon ADR | 0.90% | 352,260 | $11.8M | Add +29.1% |
| OKE Oneok Inc. | 0.89% | 106,050 | $11.6M | Reduce -15.0% |
| LMT Lockheed Martin Corp. | 0.88% | 23,300 | $11.4M | Add +23.6% |
| PEP Pepsico Inc. | 0.85% | 74,769 | $11.1M | Add +18.3% |
| UBER Uber Technologies Inc. | 0.82% | 159,361 | $10.7M | Add +31.8% |
| CVX Chevron Corp. | 0.81% | 65,601 | $10.6M | Add +8.0% |
| NXPI NXP Semiconductors NV | 0.80% | 48,704 | $10.5M | Add +18.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.79% | 24,588 | $10.4M | Add +14.2% |
| CARR Carrier Global Corp. | 0.79% | 148,117 | $10.3M | Add +6.7% |
| CMI Cummins Inc. | 0.78% | 27,871 | $10.2M | Reduce -4.3% |
| V Visa Inc. Class A | 0.77% | 31,403 | $10.0M | Add +4.6% |
| NKE Nike Inc. Class B | 0.77% | 141,594 | $10.0M | Add +52.3% |
| CROX Crocs Inc. | 0.70% | 91,647 | $9.2M | Add +54.3% |
| USB US Bancorp | 0.70% | 187,984 | $9.1M | New |
| CMCSA Comcast Corp. Class A | 0.65% | 231,304 | $8.5M | Add +6.2% |
| NVS Novartis AG-Sponsored ADR | 0.65% | 86,724 | $8.5M | Add +21.3% |
| MGY Magnolia Oil & Gas Corp. Class A | 0.64% | 314,515 | $8.3M | Add +6.7% |
| CCJ Cameco Corp. | 0.61% | 155,406 | $8.0M | Reduce -6.8% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.59% | 295,605 | $7.7M | Add +4.8% |
| FTNT Fortinet Inc. | 0.59% | 81,851 | $7.7M | Reduce -11.2% |
| HBAN Huntington Bancshares Inc. | 0.56% | 428,014 | $7.3M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.56% | 12,167 | $7.3M | Add +23.1% |
| VZ Verizon Communications Inc. | 0.55% | 186,393 | $7.2M | Add +5.1% |
| PG The Procter & Gamble Co. | 0.55% | 44,721 | $7.2M | Add +6.1% |
| CMG Chipotle Mexican Grill Inc. | 0.54% | 122,353 | $7.0M | Add +6.1% |
| PYPL PayPal Holdings Inc. | 0.54% | 76,283 | $7.0M | Reduce -4.4% |
| RF Regions Financial Corp. | 0.53% | 288,359 | $7.0M | Add +3.3% |
| DLR Digital Realty Trust Inc. | 0.53% | 38,810 | $6.9M | Add +1.4% |
| SCHG Schwab US Large-Cap Growth | 0.53% | 243,997 | $6.9M | Reduce -12.2% |
| PPL PPL Corp. | 0.52% | 203,755 | $6.8M | Add +4.3% |
| SO The Southern Co. | 0.50% | 77,493 | $6.5M | Add +4.8% |
| TEL Te Connectivity PLC | 0.49% | 43,608 | $6.4M | Reduce -29.0% |
| DOC Healthpeak Properties Inc. | 0.48% | 301,632 | $6.3M | Add +5.5% |
| GPC Genuine Parts Co. | 0.48% | 52,818 | $6.3M | Reduce -29.0% |
| GXO Gxo Logistics Inc. | 0.46% | 136,872 | $6.0M | Add +25.1% |
| O Realty Income Corp. | 0.46% | 110,098 | $6.0M | Add +7.0% |
| MDLZ Mondelez International Inc. Class A | 0.46% | 103,128 | $6.0M | Add +23.3% |
| NEE Nextera Energy Inc. | 0.44% | 81,727 | $5.8M | Add +8.1% |
| HSY The Hershey Co. | 0.43% | 36,785 | $5.6M | New |
| SPIB SS SPDR P Int C Corp. ETF | 0.39% | 154,334 | $5.1M | Add +4.5% |
| NVDA Nvidia Corp. | 0.32% | 30,140 | $4.2M | Add +30.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.31% | 14,806 | $4.1M | Reduce -4.3% |
| SCHA Schwab US Small-Cap ETF | 0.29% | 140,400 | $3.7M | New |
| SCHM Schwab US Mid Cap ETF | 0.28% | 127,427 | $3.7M | Reduce -7.4% |
| VGIT Vanguard Intermediate-Term T | 0.28% | 63,282 | $3.7M | Add +4.1% |
| TFC Truist Financial Corp. | 0.23% | 61,973 | $3.0M | Add +0.0% |
| TSLA Tesla Inc. | 0.18% | 5,563 | $2.4M | Add +0.4% |
| JPM JPMorgan Chase & Co. | 0.17% | 8,329 | $2.2M | Add +1.0% |
| IJR iShares Core S&P Small-Cap E | 0.13% | 14,111 | $1.7M | Reduce -7.0% |
Options reported separately and not counted above: FPI puts ($578).
Other holdings (1): bonds, preferreds, convertibles and warrants · $22K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| TLSIW Medtech Acquisition Corp.-CW | *W EXP 08/10/202 | 18,328 | $22K | Reduce -17.3% |
Total filed on the 13F, all lines: $1.3B.
Portfolio Sells Q3 2024 → Q4 2024
| PLTR Palantir Technologies Inc. Class A | Reduce -98.4% | 0.02% | −0.72 |
| AVGO Broadcom Inc. | Reduce -41.4% | 1.15% | −0.46 |
| PM Philip Morris International | Reduce -20.3% | 1.09% | −0.33 |
| EEMV iShares MSCI Emg MKT Min Vol | Sold out | 0.00% | −0.32 |
| RWO State Street SPDR Dow Jones | Sold out | 0.00% | −0.32 |
| GPC Genuine Parts Co. | Reduce -29.0% | 0.48% | −0.32 |
| OWL Blue Owl Capital Inc. | Reduce -33.4% | 0.91% | −0.31 |
| SCHV Schwab US Large-Cap Value | Reduce -92.7% | 0.02% | −0.29 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.8% | 4.02% | −0.27 |
| CSCO Cisco Systems Inc. | Reduce -27.0% | 0.97% | −0.27 |
| TEL Te Connectivity PLC | Reduce -29.0% | 0.49% | −0.24 |
| SCHX Schwab US Large-Cap ETF | Reduce -5.9% | 2.46% | −0.17 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -0.7% | 1.73% | −0.08 |
| BKNG Booking Holdings Inc. | Reduce -14.7% | 1.10% | −0.08 |
| OKE Oneok Inc. | Reduce -15.0% | 0.89% | −0.06 |
| CCJ Cameco Corp. | Reduce -6.8% | 0.61% | −0.06 |
| SCHG Schwab US Large-Cap Growth | Reduce -12.2% | 0.53% | −0.06 |
| LRCX Lam Research Corp. | Reduce -89.5% | 1.51% | −0.04 |
| CRM Salesforce Inc. | Reduce -10.3% | 1.14% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -18.4% | 0.09% | −0.04 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.03 |
| CRH CRH PLC | Sold out | 0.00% | −0.03 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Reduce -7.4% | 0.28% | −0.02 |
| HDB HDFC Bank Ltd.-ADR | Sold out | 0.00% | −0.02 |
| TRMD Torm PLC-A | Sold out | 0.00% | −0.02 |
| RIO Rio Tinto PLC-Spon ADR | Sold out | 0.00% | −0.02 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -6.2% | 0.10% | −0.02 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.02 |
| AXP American Express Co. | Sold out | 0.00% | −0.02 |
| HUBB Hubbell Inc. | Reduce -6.4% | 0.12% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -4.3% | 0.31% | −0.02 |
| UMC United Microelectron-SP ADR | Reduce -51.7% | 0.01% | −0.02 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −0.02 |
| SCHO Schwab Short-Term US Treas | Reduce -8.8% | 0.10% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -2.6% | 0.04% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -36.7% | 0.02% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -7.0% | 0.13% | −0.01 |
| ORCL Oracle Corp. | Reduce -9.3% | 0.04% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -6.9% | 0.05% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -4.4% | 0.03% | −0.01 |
| LYG Lloyds Banking Group PLC-ADR | Reduce -29.0% | 0.01% | −0.01 |
| SLB SLB Ltd. | Reduce -20.1% | 0.02% | −0.01 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -8.7% | 0.02% | −0.01 |
| ABT Abbott Laboratories | Reduce -8.2% | 0.03% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -11.6% | 0.03% | −0.00 |
| JEPI JPMorgan Equity Premium Inco | Reduce -0.2% | 0.08% | −0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -2.5% | 0.09% | −0.00 |
| PCT Purecycle Technologies Inc. | Reduce -17.7% | 0.02% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -13.8% | 0.03% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| USB US Bancorp | New | 0.70% | +0.70 |
| HD Home Depot Inc. | Add +80.6% | 1.07% | +0.44 |
| HSY The Hershey Co. | New | 0.43% | +0.43 |
| SCHA Schwab US Small-Cap ETF | New | 0.29% | +0.29 |
| CP Canadian Pacific Kansas City | Add +37.2% | 1.22% | +0.22 |
| DHR Danaher Corp. | Add +45.4% | 0.97% | +0.18 |
| VLO Valero Energy Corp. | Add +21.4% | 1.13% | +0.17 |
| NKE Nike Inc. Class B | Add +52.3% | 0.77% | +0.15 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.9% | 1.59% | +0.15 |
| QCOM Qualcomm Inc. | Add +18.9% | 1.56% | +0.14 |
| BSX Boston Scientific Corp. | Add +0.8% | 1.48% | +0.13 |
| SCHD Schwab US DVD Equity ETF | New | 0.12% | +0.12 |
| V Visa Inc. Class A | Add +4.6% | 0.77% | +0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +23.1% | 0.56% | +0.10 |
| SSNC Ss&c Technologies Holdings | Add +5.4% | 1.64% | +0.09 |
| NDAQ Nasdaq Inc. | Add +1.8% | 1.63% | +0.09 |
| HAL Halliburton Co. | Add +14.8% | 1.20% | +0.09 |
| CVX Chevron Corp. | Add +8.0% | 0.81% | +0.08 |
| ADBE Adobe Inc. | Add +26.1% | 1.70% | +0.08 |
| FSLR First Solar Inc. | Add +33.9% | 0.93% | +0.08 |
| TSLA Tesla Inc. | Add +0.4% | 0.18% | +0.07 |
| MA Mastercard Inc. Class A | Add +3.6% | 1.95% | +0.07 |
| NVDA Nvidia Corp. | Add +30.8% | 0.32% | +0.07 |
| BJ Bj's Wholesale Club Holdings | Add +3.8% | 1.02% | +0.07 |
| UBER Uber Technologies Inc. | Add +31.8% | 0.82% | +0.07 |
| ENB Enbridge Inc. | Add +3.2% | 0.91% | +0.06 |
| CROX Crocs Inc. | Add +54.3% | 0.70% | +0.06 |
| EZBC Franklin Bitcoin ETF | New | 0.06% | +0.06 |
| MSFT Microsoft Corp. | Add +5.0% | 1.89% | +0.06 |
| CSGP Costar Group Inc. | Add +12.6% | 1.06% | +0.05 |
| AMGN Amgen Inc. | Add +29.9% | 1.07% | +0.05 |
| HBAN Huntington Bancshares Inc. | Add +0.7% | 0.56% | +0.05 |
| PFE Pfizer Inc. | Add +24.9% | 1.14% | +0.04 |
| DLR Digital Realty Trust Inc. | Add +1.4% | 0.53% | +0.04 |
| CGNX Cognex Corp. | Add +7.1% | 0.96% | +0.04 |
| WMB Williams Cos Inc. | New | 0.03% | +0.03 |
| GE General Electric | New | 0.03% | +0.03 |
| PAYC Paycom Software Inc. | Add +40.7% | 0.07% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.03% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +1.0% | 0.17% | +0.02 |
| SPGI S&P Global Inc. | Add +11.1% | 1.10% | +0.02 |
| META Meta Platforms Inc. Class A | Add +2.9% | 1.14% | +0.02 |
| ORLY O'reilly Automotive Inc. | Add +2.8% | 1.48% | +0.02 |
| GSK GSK PLC-Spon ADR | Add +29.1% | 0.90% | +0.02 |
| PPL PPL Corp. | Add +4.3% | 0.52% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +50.7% | 0.06% | +0.02 |
| RF Regions Financial Corp. | Add +3.3% | 0.53% | +0.02 |
| OKLO Oklo Inc. | New | 0.02% | +0.02 |
| EPD Enterprise Products Partners | New | 0.02% | +0.02 |
| NXPI NXP Semiconductors NV | Add +18.1% | 0.80% | +0.02 |
Options Activity Q3 2024 → Q4 2024
| FPI Farmland Partners Inc. | put | New | 10,000 | $578 |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2024 → Q4 2024
| TLSIW Medtech Acquisition Corp.-CW | *W EXP 08/10/202 | Reduce -17.3% | 18,328 | $22K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 252 | $1.9B | VTV, GOOGL, AMZN, SCHX, LRCX |
| Q1 2026 | 242 | $1.7B | VTV, AMZN, GOOGL, SCHX, LRCX |
| Q4 2025 | 231 | $1.7B | VTV, QQQ, AMZN, GOOGL, SCHX |
| Q3 2025 | 219 | $1.6B | VTV, AMZN, MSFT, SCHX, MA |
| Q2 2025 | 202 | $1.5B | VTV, AMZN, MSFT, SCHX, IQLT |
| Q1 2025 | 194 | $1.2B | VTV, AMZN, SCHX, IQLT, MSFT |
| Q4 2024 | 190 | $1.3B | VTV, AMZN, SCHX, IQLT, MA |
| Q3 2024 | 189 | $1.2B | VTV, SCHX, AMZN, IQLT, MA |
| Q2 2024 | 190 | $1.2B | VTV, SCHX, AMZN, IQLT, ADBE |
| Q1 2024 | 172 | $1.1B | VTV, SCHX, AMZN, IQLT, LRCX |