Foster Victor Wealth Advisors, LLC

RIA/Wealth

Foster Victor Wealth Advisors, LLC is a RIA/Wealth based in Greenville, SC led by Kylie Kotowski Felker, reporting $2.2B in AUM as of Q3 2025 with VTV as the largest holding (3% allocation).

PresidentKylie Kotowski Felker

Portfolio Value: $1.6B
Positions: 219
Top Holding: VTV at 3.43%
Last Reported: Q3 2025

Address10 Toy Street, Suite 200, Greenville, SC, 29601, United States

Top Holdings

Largest long holdings in Foster Victor Wealth Advisors, LLC's portfolio (20.8% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Value VTV	ETF ETF	$55.1M	3.43%	-$208.9K Sold	— 293.7K shares	Q1 2019 Held for 6y 8m
2 Amazon AMZN	Specialty Retail Consumer Cyclical	$40.5M	2.52%	+$1.2M Bought	0.00% 184.5K shares	Q4 2018 Held for 6y 11m
3 Microsoft MSFT	Software - Infrastructure Technology	$36.4M	2.26%	+$508.6K Bought	0.00% 70.3K shares	Q4 2018 Held for 6y 11m
4 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$33.8M	2.10%	-$837.4K Sold	— 1.3M shares	Q4 2018 Held for 6y 11m
5 Mastercard MA	Financial - Credit Services Financial Services	$30.1M	1.88%	+$1.4M Bought	0.01% 51.9K shares	Q4 2018 Held for 6y 11m
6 IQLT iShares MSCI Intl Quality Factor IQLT	ETF ETF	$29.7M	1.85%	-$80.3K Sold	— 658.9K shares	Q4 2019 Held for 5y 11m
7 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$28.8M	1.79%	-$6.8M Sold	0.00% 117.4K shares	Q4 2018 Held for 6y 11m
8 Lam Research LRCX	Semiconductors Technology	$27.5M	1.71%	-$6.5M Sold	0.01% 188.3K shares	Q4 2018 Held for 6y 11m
9 Qualcomm QCOM	Semiconductors Technology	$26.9M	1.68%	+$1.2M Bought	0.01% 159.2K shares	Q3 2021 Held for 4y 2m
10 Nasdaq, Inc. NDAQ	Financial - Data & Stock Exchanges Financial Services	$24.6M	1.53%	-$174.8K Sold	0.05% 281.2K shares	Q2 2020 Held for 5y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Foster Victor Wealth Advisors, LLC's latest filing

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Market Value

$1.6B

Prior: $1.5B

Q/Q Change

+8.93%

+$131.7M

Net Flows % of MV

+3.54%

Turnover Ratio

6.25%

New Purchases

20 stocks

$21.5M

Added To

128 stocks

+$104.7M

Sold Out Of

9 stocks

$22.8M

Reduced Holdings

55 stocks

-$46.5M

Increased Positions

Position	Shares Δ	Change
1 Citigroup C	New	0 → 138.1K +$13.5M
2 Republic Services RSG	New	0 → 12.9K +$2.9M
3 iShares International Equity Factor INTF	New	0 → 13.4K +$491.2K
4 Fidelity Small-Mid Multifactor ETF FSMD	New	0 → 10.7K +$470.8K
5 BABA Alibaba Group Holding Limited BABA	New	0 → 1.9K +$366.1K

Decreased Positions

Position	Shares Δ	Change
1 Crocs CROX	Sold	101.7K → 0 −$10.7M
2 iShares Core MSCI Total International Stock IXUS	Sold	49.6K → 0 −$3.9M
3 Vanguard International Dividend Appreciation VIGI	Sold	42.3K → 0 −$3.8M
4 Xtrackers MSCI Europe Hedged Equity DBEU	Sold	78.3K → 0 −$3.5M
5 Vanguard Mid-Cap Value VOE	Sold	1.4K → 0 −$235.2K