Foster Victor Wealth Advisors, LLC

CIK

1769063

Location

GREENVILLE, SC

Portfolio Value

Mid $1,770,290,722

Diversification

Diversified

Filing Date

Global Rank

#1,065 / 8,232 ▲ 251

Top Industry

Travel Services 19.7%

3Y Alpha vs SPY

-5.2%

Period ended 2 months ago

Filed Apr 20, 2026 · 54d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+54.7%

SPY

+76.5%

Annualised alpha

-5.2%

Max drawdown

−16.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

183 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

19.3%

+16.1 pts

Top 5

26.9%

+13.8 pts

Top 10

34.2%

+11.7 pts

HHI

452

Diversified+322

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	24.7%	$436,954,234	14
Technology	16.2%	$286,328,671	30
Healthcare	12.5%	$221,507,350	23
Financial Services	10.8%	$191,398,831	34
Energy	8.4%	$149,217,851	18
Industrials	7.7%	$135,731,224	26
Consumer Defensive	6.6%	$117,267,813	11
Communication Services	5.7%	$100,534,325	7
Real Estate	2.4%	$41,805,485	6
Unclassified	2.2%	$39,418,208	4
Utilities	1.7%	$30,618,527	5
Basic Materials	1.1%	$19,508,203	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
OWL	Blue Owl Capital Inc.	+693,723	1,479,987	$13,512,281
CSGP	Costar Group, Inc.	+142,783	340,762	$13,746,339
DOC	Healthpeak Properties, Inc.	+125,838	529,418	$8,698,337
PFE	Pfizer Inc	+89,704	785,655	$22,061,192
BKNG	Booking Holdings Inc.	+77,904	81,107	$341,486,408
CARR	CARRIER GLOBAL Corp	+58,896	242,430	$13,651,233
NVDA	Nvidia Corp	+49,293	86,301	$15,050,894
UBER	Uber Technologies, Inc	+46,400	203,139	$14,611,788
AAPL	Apple Inc.	+44,659	110,161	$27,957,760
GOOGL	Alphabet Inc.	+33,114	140,526	$40,409,656
HBAN	Huntington Bancshares Inc /Md/	+32,032	542,972	$8,497,511
CP	Canadian Pacific Kansas City Ltd/Cn	+30,605	258,238	$20,313,001
MDLZ	Mondelez International, Inc.	+28,407	145,639	$8,394,631
RPRX	Royalty Pharma plc	+26,465	207,122	$9,935,642
NDAQ	Nasdaq, Inc.	+26,051	328,706	$27,903,852
CSCO	Cisco Systems, Inc.	+22,728	261,334	$20,276,905
OKE	Oneok Inc /New/	+22,460	264,660	$23,922,617
MAS	Masco Corp /De/	+19,785	253,024	$15,275,058
VZ	Verizon Communications Inc	+19,700	259,441	$13,023,938
BA	Boeing Co	+16,904	54,874	$10,921,572
PPL	PPL Corp	+15,166	238,430	$9,108,026
CRM	Salesforce, Inc.	+15,089	84,377	$15,750,654
ENB	Enbridge Inc	+14,314	300,613	$16,275,187
RF	Regions Financial Corp	+14,261	354,611	$9,262,439
BJ	BJ's Wholesale Club Holdings, Inc.	+12,206	179,405	$17,657,040
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BSX	Boston Scientific Corp	−207,835	5,349	$335,649
CGNX	Cognex Corp	−147,911	209,575	$10,267,079
SSNC	SS&C Technologies Holdings Inc	−114,273	181,140	$12,239,629
FCX	Freeport-Mcmoran Inc	−97,961	294,457	$17,308,182
HAL	Halliburton Co	−49,359	583,627	$22,755,616
NXPI	NXP Semiconductors N.V.	−37,666	2,272	$447,265
QQQ	Invesco Qqq Trust, Series 1	−33,772	39,977	$23,073,924
V	Visa Inc.	−30,132	2,498	$754,995
LRCX	Lam Research Corp	−27,397	123,034	$26,287,444
ORCL	Oracle Corp	−24,606	10,013	$1,473,012
KO	Coca Cola Co	−22,771	119,126	$9,059,532
SPGI	S&P Global Inc.	−21,240	22,495	$9,568,023
ADBE	Adobe Inc.	−19,875	33,597	$8,166,758
CCJ	Cameco Corp	−18,740	104,450	$11,344,314
MRK	Merck & Co., Inc.	−18,548	116,456	$14,008,492
QCOM	Qualcomm Inc/De	−14,681	149,046	$19,194,143
PYPL	PayPal Holdings, Inc.	−13,581	145,308	$6,572,280
JNJ	Johnson & Johnson	−8,077	81,753	$19,983,703
CMI	Cummins Inc	−6,987	23,916	$12,867,286
ORLY	O Reilly Automotive Inc	−6,293	200,093	$18,470,584
CMG	Chipotle Mexican Grill Inc	−6,087	230,796	$7,387,779
MA	Mastercard Inc	−4,598	49,026	$24,496,331
AVGO	Broadcom Inc.	−4,135	47,650	$14,748,151
VRTX	Vertex Pharmaceuticals Inc / Ma	−2,175	30,754	$13,732,891
GRMN	Garmin Ltd	−2,071	84,040	$19,498,120
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
T	At&T Inc.	473,923	$13,739,027
AMD	Advanced Micro Devices Inc	60,465	$12,300,394
NFLX	Netflix Inc	106,077	$10,199,303
ETN	Eaton Corp plc	22,251	$7,958,515
DELL	Dell Technologies Inc.	41,334	$6,784,149
ADI	Analog Devices Inc	19,726	$6,275,629
TXN	Texas Instruments Inc	31,235	$6,063,962
RDDT	Reddit, Inc.	35,001	$4,712,884
AZN	Astrazeneca PLC	3,191	$629,329
PNFP	Pinnacle Financial Partners, Inc.	3,300	$284,262
GLW	Corning Inc /Ny	1,941	$263,917
LNG	Cheniere Energy, Inc.	860	$244,033
AEP	American Electric Power Co Inc	1,663	$217,986
TRMD	TORM plc	7,450	$207,855
FITB	Fifth Third Bancorp	4,073	$189,231
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
NKE	NIKE, Inc.	163,891	$10,441,495
ROP	Roper Technologies Inc	17,384	$7,738,139
CMCSA	Comcast Corp	181,189	$5,075,665
FSLR	First Solar, Inc.	17,262	$4,509,352
OKLO	Oklo Inc.	8,952	$642,395
ICLR	Icon PLC	1,573	$286,632
MU	Micron Technology Inc	745	$212,630
HCC	Warrior Met Coal, Inc.	2,320	$204,554
HUN	Huntsman CORP	16,335	$163,350
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

183 positions · $1,770,290,722 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 183 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	81,107	+77,904	$341,486,408	+1890.8%	19.29%
GOOGL	Alphabet Inc. Communication Services	Added	140,526	+33,114	$40,409,656	+20.2%	2.28%
AMZN	Amazon Com Inc Consumer Cyclical	Added	188,389	+6,328	$39,235,777	−6.6%	2.22%
AAPL	Apple Inc. Technology	Added	110,161	+44,659	$27,957,760	+57.0%	1.58%
MSFT	Microsoft Corp Technology	Added	75,450	+3,004	$27,929,326	−20.3%	1.58%
NDAQ	Nasdaq, Inc. Financial Services	Added	328,706	+26,051	$27,903,852	−5.1%	1.58%
LRCX	Lam Research Corp Technology	Reduced	123,034	-27,397	$26,287,444	+2.1%	1.48%
VLO	Valero Energy Corp/Tx Energy	Added	106,121	+380	$26,220,376	+52.3%	1.48%
MA	Mastercard Inc Financial Services	Reduced	49,026	-4,598	$24,496,331	−20.0%	1.38%
OKE	Oneok Inc /New/ Energy	Added	264,660	+22,460	$23,922,617	+34.4%	1.35%
QQQ	Invesco Qqq Trust, Series 1	Reduced	39,977	-33,772	$23,073,924	−49.1%	1.30%
HAL	Halliburton Co Energy	Reduced	583,627	-49,359	$22,755,616	+27.2%	1.29%
LPLA	LPL Financial Holdings Inc. Financial Services	Added	74,731	+9,403	$22,481,326	−3.7%	1.27%
PFE	Pfizer Inc Healthcare	Added	785,655	+89,704	$22,061,192	+27.3%	1.25%
GSK	GSK plc Healthcare	Added	394,595	+3,390	$21,777,698	+13.5%	1.23%
AMGN	Amgen Inc Healthcare	Reduced	60,801	-401	$21,392,831	+6.8%	1.21%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Added	258,238	+30,605	$20,313,001	+21.2%	1.15%
CSCO	Cisco Systems, Inc. Technology	Added	261,334	+22,728	$20,276,905	+10.3%	1.15%
PM	Philip Morris International Inc. Consumer Defensive	Added	122,206	+7,472	$20,205,540	+9.8%	1.14%
STE	STERIS plc Healthcare	Added	90,431	+4,746	$19,997,007	−7.9%	1.13%
JNJ	Johnson & Johnson Healthcare	Reduced	81,753	-8,077	$19,983,703	+7.5%	1.13%
GRMN	Garmin Ltd Technology	Reduced	84,040	-2,071	$19,498,120	+11.6%	1.10%
QCOM	Qualcomm Inc/De Technology	Reduced	149,046	-14,681	$19,194,143	−31.5%	1.08%
ABBV	AbbVie Inc. Healthcare	Added	86,128	+4,805	$18,731,978	+0.8%	1.06%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	200,093	-6,293	$18,470,584	−1.9%	1.04%
EMR	Emerson Electric Co Industrials	Added	140,520	+6,979	$18,410,930	+3.9%	1.04%
WMT	Walmart Inc. Consumer Defensive	Reduced	146,437	-725	$18,199,190	+11.0%	1.03%
CVX	Chevron Corp Energy	Added	86,789	+8,027	$17,956,644	+49.6%	1.01%
HD	Home Depot, Inc. Consumer Cyclical	Added	53,874	+7,693	$17,718,619	+11.5%	1.00%
BJ	BJ's Wholesale Club Holdings, Inc. Consumer Defensive	Added	179,405	+12,206	$17,657,040	+17.3%	1.00%
META	Meta Platforms, Inc. Communication Services	Added	30,294	+1,194	$17,332,106	−9.8%	0.98%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	294,457	-97,961	$17,308,182	−13.2%	0.98%
PEP	Pepsico Inc Consumer Defensive	Added	110,244	+10,979	$17,119,790	+20.2%	0.97%
LMT	Lockheed Martin Corp Industrials	Reduced	28,214	-1,393	$17,052,259	+19.1%	0.96%
C	Citigroup Inc Financial Services	Added	147,606	+4,634	$16,739,996	+0.3%	0.95%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	34,225	+1,975	$16,400,620	+1.2%	0.93%
ENB	Enbridge Inc Energy	Added	300,613	+14,314	$16,275,187	+18.9%	0.92%
DHR	Danaher Corp /De/ Healthcare	Added	83,548	+3,634	$15,840,700	−13.4%	0.89%
CRM	Salesforce, Inc. Technology	Added	84,377	+15,089	$15,750,654	−14.2%	0.89%
IBM	International Business Machines Corp Technology	Added	64,824	+9,065	$15,712,689	−4.9%	0.89%
MAS	Masco Corp /De/ Industrials	Added	253,024	+19,785	$15,275,058	+3.2%	0.86%
NVDA	Nvidia Corp Technology	Added	86,301	+49,293	$15,050,894	+118.1%	0.85%
SPY	Spdr S&P 500 ETF Trust	Added	23,121	+11,563	$15,036,511	+90.8%	0.85%
AVGO	Broadcom Inc. Technology	Reduced	47,650	-4,135	$14,748,151	−17.7%	0.83%
HSY	Hershey Co Consumer Defensive	Added	70,401	+1,980	$14,635,663	+17.5%	0.83%
UBER	Uber Technologies, Inc Technology	Added	203,139	+46,400	$14,611,788	+14.1%	0.83%
MRK	Merck & Co., Inc. Healthcare	Reduced	116,456	-18,548	$14,008,492	−1.4%	0.79%
CI	Cigna Group Healthcare	Added	52,223	+6,134	$13,930,485	+9.8%	0.79%
CSGP	Costar Group, Inc. Real Estate	Added	340,762	+142,783	$13,746,339	+3.3%	0.78%
T	At&T Inc. Communication Services	NEW	473,923	NEW	$13,739,027	NEW	0.78%