Foster Victor Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 22, 2026, Foster Victor Wealth Advisors, Llc disclosed 251 stock positions valued at approximately $1.90B as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, ALPHABET INC, and AMAZON COM INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 251
- Portfolio Value
- $1.90B
Holdings by Sector
Foster Victor Wealth Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | Other | 3.52% | 306,626 | +10,924 | +3.69% | $67,028,395 |
| ALPHABET INC | GOOGL | Communication Services | 2.73% | 144,453 | +3,927 | +2.79% | $51,932,434 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.24% | 172,397 | -15,992 | -8.49% | $42,666,502 |
| SCHWAB STRATEGIC TR | SCHX | Other | 2.23% | 1,434,875 | +152,322 | +11.88% | $42,515,357 |
| LAM RESEARCH CORP | LRCX | Other | 1.86% | 102,238 | -20,796 | -16.90% | $35,384,653 |
| APPLE INC | AAPL | Technology | 1.85% | 111,885 | +1,724 | +1.56% | $35,228,101 |
| ISHARES TR | IQLT | Other | 1.81% | 697,839 | +28,030 | +4.18% | $34,445,352 |
| MICROSOFT CORP | MSFT | Technology | 1.52% | 75,235 | -215 | -0.28% | $28,960,281 |
| VALERO ENERGY CORP | VLO | Energy | 1.45% | 91,288 | -14,833 | -13.98% | $27,516,833 |
| INVESCO QQQ TR | QQQ | Other | 1.44% | 38,163 | -1,814 | -4.54% | $27,465,608 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.41% | 49,960 | +934 | +1.91% | $26,879,637 |
| CISCO SYS INC | CSCO | Technology | 1.35% | 219,502 | -41,832 | -16.01% | $25,701,478 |
| ONEOK INC NEW | OKE | Energy | 1.32% | 274,058 | +9,398 | +3.55% | $25,185,959 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.27% | 44,090 | -16,375 | -27.08% | $24,167,052 |
| CANADIAN PACIFIC KANSAS CITY | CP | Industrials | 1.26% | 263,228 | +4,990 | +1.93% | $24,045,905 |
| AMGEN INC | AMGN | Healthcare | 1.21% | 64,695 | +3,894 | +6.40% | $22,982,920 |
| ABBVIE INC | ABBV | Healthcare | 1.20% | 93,625 | +7,497 | +8.70% | $22,917,541 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 1.19% | 128,847 | +6,641 | +5.43% | $22,670,554 |
| NVIDIA CORPORATION | NVDA | Technology | 1.14% | 102,648 | +16,347 | +18.94% | $21,740,933 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.14% | 85,335 | +3,582 | +4.38% | $21,662,413 |
| EMERSON ELEC CO | EMR | Industrials | 1.13% | 157,454 | +16,934 | +12.05% | $21,427,934 |
| GSK PLC | GSK | Healthcare | 1.12% | 414,286 | +19,691 | +4.99% | $21,232,133 |
| MASCO CORP | MAS | Industrials | 1.08% | 264,072 | +11,048 | +4.37% | $20,558,012 |
| GARMIN LTD | GRMN | Other | 1.06% | 83,911 | -129 | -0.15% | $20,255,256 |
| META PLATFORMS INC | META | Communication Services | 1.06% | 30,444 | +150 | +0.50% | $20,124,885 |
| CITIGROUP INC | C | Financial Services | 1.05% | 150,446 | +2,840 | +1.92% | $20,049,899 |
| PFIZER INC | PFE | Healthcare | 1.04% | 819,225 | +33,570 | +4.27% | $19,866,197 |
| QUALCOMM INC | QCOM | Technology | 1.00% | 106,805 | -42,241 | -28.34% | $19,021,923 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 0.99% | 303,079 | +8,622 | +2.93% | $18,775,719 |
| STERIS PLC | STE | Healthcare | 0.98% | 89,528 | -903 | -1.00% | $18,687,169 |
Showing 30 of 251 holdings in the latest reporting period.
Foster Victor Wealth Advisors, Llc Options Holdings in Q2 2026