Foster Victor Wealth Advisors, LLC Portfolio Holdings
Q3 2025•219 long positions•$1.6B portfolio value
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Holding228 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $55.1M 3.43% | -$208.9K Sold | — 293.7K shares | 294.8K → 293.7K −$208.9K | -0.38% | — — | Q1 2019 Held for 6y 8m | |
Specialty Retail Consumer Cyclical | $40.5M 2.52% | +$1.2M Bought | 0.002% 184.5K shares | 179.2K → 184.5K +$1.2M | +2.99% | $2.34T Mega Cap | Q4 2018 Held for 6y 11m | |
Software - Infrastructure Technology | $36.4M 2.26% | +$508.6K Bought | 0.001% 70.3K shares | 69.3K → 70.3K +$508.6K | +1.42% | $3.85T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $33.8M 2.1% | -$837.4K Sold | — 1.3M shares | 1.3M → 1.3M −$837.4K | -2.42% | — — | Q4 2018 Held for 6y 11m | |
Financial - Credit Services Financial Services | $30.1M 1.88% | +$1.4M Bought | 0.006% 51.9K shares | 49.6K → 51.9K +$1.4M | +4.74% | $514.21B Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $29.7M 1.85% | -$80.3K Sold | — 658.9K shares | 660.7K → 658.9K −$80.3K | -0.27% | — — | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $28.8M 1.79% | -$6.8M Sold | 0.001% 117.4K shares | 145.1K → 117.4K −$6.8M | -19.06% | $2.95T Mega Cap | Q4 2018 Held for 6y 11m | |
Semiconductors Technology | $27.5M 1.71% | -$6.5M Sold | 0.015% 188.3K shares | 233.2K → 188.3K −$6.5M | -19.23% | $168.85B Large Cap | Q4 2018 Held for 6y 11m | |
Semiconductors Technology | $26.9M 1.68% | +$1.2M Bought | 0.015% 159.2K shares | 151.9K → 159.2K +$1.2M | +4.78% | $179.50B Large Cap | Q3 2021 Held for 4y 2m | |
Financial - Data & Stock Exchanges Financial Services | $24.6M 1.53% | -$174.8K Sold | 0.049% 281.2K shares | 283.2K → 281.2K −$174.8K | -0.7% | $50.8B Large Cap | Q2 2020 Held for 5y 5m | |
Specialty Retail Consumer Cyclical | $24.1M 1.5% | +$553.1K Bought | 0.027% 230.0K shares | 224.7K → 230.0K +$553.1K | +2.35% | $91.5B Large Cap | Q4 2018 Held for 6y 11m | |
Software - Application Technology | $24.0M 1.5% | +$747.4K Bought | 0.112% 273.5K shares | 265.0K → 273.5K +$747.4K | +3.21% | $21.7B Large Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $22.8M 1.42% | +$107.4K Bought | — 394.5K shares | 392.6K → 394.5K +$107.4K | +0.47% | — — | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $21.7M 1.35% | +$3.4M Bought | 0.015% 62.6K shares | 52.8K → 62.6K +$3.4M | +18.63% | $147.66B Large Cap | Q4 2018 Held for 6y 11m | |
Internet Content & Information Communication Services | $21.1M 1.31% | -$517.3K Sold | 0.001% 29.7K shares | 30.4K → 29.7K −$517.3K | -2.39% | $1.84T Mega Cap | Q4 2018 Held for 6y 11m | |
Railroads Industrials | $20.7M 1.29% | +$2.1M Bought | 0.029% 266.2K shares | 239.4K → 266.2K +$2.1M | +11.19% | $68.4B Large Cap | Q2 2024 Held for 1y 5m | |
Hardware, Equipment & Parts Technology | $20.2M 1.26% | +$414.4K Bought | 0.041% 78.6K shares | 77.0K → 78.6K +$414.4K | +2.09% | $47.4B Large Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $20.1M 1.25% | -$231.6K Sold | — 33.3K shares | 33.7K → 33.3K −$231.6K | -1.14% | — — | Q1 2020 Held for 5y 8m | |
Medical - Diagnostics & Research Healthcare | $19.7M 1.23% | +$2.7M Bought | 0.013% 91.7K shares | 79.3K → 91.7K +$2.7M | +15.61% | $141.96B Large Cap | Q2 2024 Held for 1y 5m | |
Financial - Capital Markets Financial Services | $19.5M 1.21% | +$1.9M Bought | 0.077% 61.8K shares | 55.6K → 61.8K +$1.9M | +11.11% | $26.6B Large Cap | Q2 2020 Held for 5y 5m | |
Medical - Devices Healthcare | $19.4M 1.21% | +$1.1M Bought | 0.081% 80.0K shares | 75.4K → 80.0K +$1.1M | +6.16% | $24.4B Large Cap | Q2 2020 Held for 5y 5m | |
Oil & Gas Equipment & Services Energy | $19.4M 1.2% | -$798.9K Sold | 0.093% 796.0K shares | 828.9K → 796.0K −$798.9K | -3.96% | $21.0B Large Cap | Q1 2022 Held for 3y 8m | |
Medical - Devices Healthcare | $19.3M 1.2% | +$1.4M Bought | 0.013% 198.8K shares | 184.0K → 198.8K +$1.4M | +8.04% | $144.66B Large Cap | Q2 2020 Held for 5y 5m | |
Drug Manufacturers - General Healthcare | $19.3M 1.2% | +$1.7M Bought | 0.012% 705.3K shares | 644.6K → 705.3K +$1.7M | +9.41% | $144.87B Large Cap | Q4 2018 Held for 6y 11m | |
Electronic Gaming & Multimedia Technology | $18.9M 1.17% | +$530.6K Bought | 0.038% 94.0K shares | 91.3K → 94.0K +$530.6K | +2.9% | $50.3B Large Cap | Q2 2020 Held for 5y 5m | |
Drug Manufacturers - General Healthcare | $18.6M 1.16% | +$750.6K Bought | 0.004% 79.5K shares | 76.3K → 79.5K +$750.6K | +4.21% | $409.03B Mega Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $17.8M 1.11% | +$2.0M Bought | 0.011% 59.7K shares | 53.0K → 59.7K +$2.0M | +12.66% | $151.93B Large Cap | Q4 2018 Held for 6y 11m | |
Real Estate - Services Real Estate | $17.7M 1.1% | +$675.3K Bought | 0.049% 208.7K shares | 200.7K → 208.7K +$675.3K | +3.97% | $35.7B Large Cap | Q1 2021 Held for 4y 8m | |
Oil & Gas Midstream Energy | $17.5M 1.09% | +$3.5M Bought | 0.038% 240.5K shares | 193.0K → 240.5K +$3.5M | +24.61% | $46.0B Large Cap | Q3 2023 Held for 2y 2m | |
Home Improvement Consumer Cyclical | $17.5M 1.09% | +$918.1K Bought | 0.004% 44.3K shares | 42.0K → 44.3K +$918.1K | +5.53% | $403.32B Mega Cap | Q2 2019 Held for 6y 5m | |
Software - Application Technology | $17.5M 1.09% | +$3.2M Bought | 0.008% 72.6K shares | 59.1K → 72.6K +$3.2M | +22.86% | $225.62B Mega Cap | Q1 2021 Held for 4y 8m | |
Hardware, Equipment & Parts Technology | $17.3M 1.08% | -$4.3M Sold | 0.223% 373.9K shares | 466.3K → 373.9K −$4.3M | -19.82% | $7.6B Mid Cap | Q1 2022 Held for 3y 8m | |
Consumer Electronics Technology | $17.2M 1.07% | +$551.1K Bought | 0.0% 66.6K shares | 64.5K → 66.6K +$551.1K | +3.31% | $3.78T Mega Cap | Q4 2018 Held for 6y 11m | |
Industrial - Machinery Industrials | $17.1M 1.07% | -$357.7K Sold | 0.023% 127.2K shares | 129.9K → 127.2K −$357.7K | -2.04% | $73.8B Large Cap | Q4 2018 Held for 6y 11m | |
Drug Manufacturers - General Healthcare | $17.1M 1.06% | +$565.4K Bought | 0.004% 90.7K shares | 87.7K → 90.7K +$565.4K | +3.42% | $446.55B Mega Cap | Q4 2018 Held for 6y 11m | |
Semiconductors Technology | $17.0M 1.06% | -$3.9M Sold | 0.001% 50.2K shares | 61.6K → 50.2K −$3.9M | -18.52% | $1.56T Mega Cap | Q4 2018 Held for 6y 11m | |
Financial - Data & Stock Exchanges Financial Services | $16.9M 1.05% | +$1.9M Bought | 0.012% 35.2K shares | 31.3K → 35.2K +$1.9M | +12.52% | $148.59B Large Cap | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $16.7M 1.04% | +$944.1K Bought | — 385.5K shares | 363.7K → 385.5K +$944.1K | +5.99% | — — | Q4 2022 Held for 2y 11m | |
Travel Services Consumer Cyclical | $16.5M 1.03% | +$536.4K Bought | 0.009% 3.0K shares | 2.9K → 3.0K +$536.4K | +3.36% | $174.99B Large Cap | Q4 2018 Held for 6y 11m | |
Tobacco Consumer Defensive | $16.4M 1.02% | +$1.6M Bought | 0.007% 107.1K shares | 96.9K → 107.1K +$1.6M | +10.46% | $252.48B Mega Cap | Q4 2018 Held for 6y 11m | |
Oil & Gas Refining & Marketing Energy | $16.4M 1.02% | -$2.1M Sold | 0.033% 102.0K shares | 115.3K → 102.0K −$2.1M | -11.55% | $52.9B Large Cap | Q2 2019 Held for 6y 5m | |
Construction Industrials | $15.8M 0.985% | +$413.6K Bought | 0.107% 224.8K shares | 218.9K → 224.8K +$413.6K | +2.68% | $14.7B Large Cap | Q3 2020 Held for 5y 2m | |
Insurance - Diversified Financial Services | $15.8M 0.982% | +$1.3M Bought | 0.001% 31.6K shares | 29.0K → 31.6K +$1.3M | +9.3% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Communication Equipment Technology | $15.7M 0.979% | +$533.6K Bought | 0.006% 231.5K shares | 223.7K → 231.5K +$533.6K | +3.51% | $270.48B Mega Cap | Q2 2020 Held for 5y 5m | |
Information Technology Services Technology | $15.7M 0.976% | +$15.2M Bought | 0.006% 54.4K shares | 1.8K → 54.4K +$15.2M | +2,905.36% | $262.84B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $15.2M 0.948% | -$15.9K Sold | — 304.9K shares | 305.2K → 304.9K −$15.9K | -0.1% | — — | Q4 2022 Held for 2y 11m | |
Copper Basic Materials | $15.2M 0.947% | +$816.6K Bought | 0.027% 383.5K shares | 362.9K → 383.5K +$816.6K | +5.67% | $56.3B Large Cap | Q3 2021 Held for 4y 2m | |
Aerospace & Defense Industrials | $15.2M 0.944% | +$1.4M Bought | 0.013% 30.1K shares | 27.3K → 30.1K +$1.4M | +10.27% | $116.55B Large Cap | Q3 2022 Held for 3y 2m | |
Software - Application Technology | $14.8M 0.918% | +$347.7K Bought | 0.007% 152.7K shares | 149.1K → 152.7K +$347.7K | +2.41% | $204.31B Mega Cap | Q2 2024 Held for 1y 5m | |
Discount Stores Consumer Defensive | $14.7M 0.913% | +$2.9M Bought | 0.12% 158.2K shares | 127.4K → 158.2K +$2.9M | +24.25% | $12.3B Large Cap | Q4 2020 Held for 4y 11m |
