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Foster Victor Wealth Advisors, LLC
CIK:0001769063
Investment Adviser
$2B AUM
221 holdings
Greenville, SC, USA
A boutique wealth firm redefining financial planning for successful families, entrepreneurs, and professionals.
Latest 13F Filing Activity
Foster Victor Wealth Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 219 equity positions and 2 options positions with a total 13F market value of $2B. The fund increased holdings in International Business Machs, Citigroup Inc., Electronic Arts Inc. among other positions. Foster Victor Wealth Advisors, LLC reduced exposure to Crocs Inc., First Solar Inc., Ishares TR among others.
Top Holdings
Equity Positions (219)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | VANGUARD INDEX FDS | 3.43% | $55.1M | 293,726 | $129.98 | $186.49 | +$2.5M |
A AMZN | AMAZON COM INC | 2.52% | $40.5M | 184,535 | $137.77 | $219.57 | +$634.6K |
M MSFT | MICROSOFT CORP | 2.26% | $36.4M | 70,289 | $297.44 | $517.95 | +$1.5M |
S SCHX | SCHWAB STRATEGIC TR | 2.10% | $33.8M | 1,276,776 | $16.07 | $26.34 | +$1.5M |
M MA | MASTERCARD INCORPORATED | 1.88% | $30.1M | 51,934 | $355.24 | $568.81 | +$2.1M |
Options Positions (2)
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+8.1%
PHARMACEUTICAL PREPARATIONS
+6.2%
SERVICES-BUSINESS SERVICES, NEC
+5.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.3%
NATIONAL COMMERCIAL BANKS
+2.9%
Investment Team (7)
| Name | Role | Location | |
|---|---|---|---|
A Andrew Duncan | Portfolio Manager | Greenville, SC , United States | |
J Jonathan McAdams | Chief Investment Officer | SC , United States | |
 | Portfolio Manager | Greenville, SC , United States | |
 | Principal | Greenville, SC , United States | |
 | Trading Analyst | Greenville, SC , United States | |
 | Portfolio Manager | Charlotte, NC , United States | |
 | Principal | Greenville, SC , United States |
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