Latest Foster Victor Wealth Advisors, LLC Stock Portfolio

Foster Victor Wealth Advisors, LLC Performance:

2026 Q1: -10.12%YTD: -10.12%2025: 10.92%

Performance for 2026 Q1 is -10.12%, and YTD is -10.12%, and 2025 is 10.92%.

About Foster Victor Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

Foster Victor Wealth Advisors, LLC is a hedge fund based in Greenville, SC. On 2026-04-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Foster Victor Wealth Advisors, LLC reported an equity portfolio of $1.7 Billions as of 31 Mar, 2026.

The top stock holdings of Foster Victor Wealth Advisors, LLC are VB, AMZN, GOOG. The fund has invested 3.4% of it's portfolio in VANGUARD INDEX FDS and 2.7% of portfolio in AMAZON COM INC.

The fund managers got completely rid off NIKE INC (NKE), ROPER TECHNOLOGIES INC (ROP) and COMCAST CORP NEW (CMCSA) stocks. They significantly reduced their stock positions in BOSTON SCIENTIFIC CORP (BSX), NXP SEMICONDUCTORS N V (NXPI) and VISA INC (V). Foster Victor Wealth Advisors, LLC opened new stock positions in ADVANCED MICRO DEVICES INC (AMD), AT&T INC (T) and NETFLIX INC. (NFLX). The fund showed a lot of confidence in some stocks as they added substantially to BOOKING HOLDINGS INC (BKNG), ELI LILLY & CO (LLY) and VANGUARD TAX-MANAGED FDS (VEA).

Foster Victor Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Foster Victor Wealth Advisors, LLC made a return of -10.12% in the last quarter. In trailing 12 months, it's portfolio return was 9.26%.

Performance
S&P 500

New Buys

Ticker	$ Bought
advanced micro devices inc	15,422,800
at&t inc	12,141,900
netflix inc.	11,273,900
eaton corp plc	8,942,680
dell technologies inc	7,626,520
analog devices inc	6,876,480
texas instrs inc	6,836,400
reddit inc	5,409,060

New stocks bought by Foster Victor Wealth Advisors, LLC

Additions

Ticker	% Inc.
booking holdings inc	2,432
eli lilly & co	321
vanguard tax-managed fds	188
nvidia corporation	133
state str spdr s&p 500 etf t	100
honeywell intl inc	89.66
blue owl capital inc	88.23
costar group inc	72.12

Additions to existing portfolio by Foster Victor Wealth Advisors, LLC

Reductions

Ticker	% Reduced
boston scientific corp	-97.49
nxp semiconductors n v	-94.31
visa inc	-92.34
schwab strategic tr	-90.46
vanguard index fds	-76.73
oracle corp	-71.08
ishares u s etf tr	-57.18
schwab strategic tr	-56.3

Foster Victor Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
comcast corp new	-5,040,670
nike inc	-10,551,300
dbx etf tr	-3,602,580
ishares tr	-4,880,040
roper technologies inc	-7,234,180
first solar inc	-4,207,270
huntsman corp	-194,550
oklo inc	-849,992

Foster Victor Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Foster Victor Wealth Advisors, LLC has about 19.9% of it's holdings in Others sector.

Sector	%
Others	19.9
Technology	17.7
Healthcare	11.3
Financial Services	10.4
Industrials	8.4
Energy	7.4
Consumer Cyclical	6.8
Consumer Defensive	6.4
Communication Services	6.1
Real Estate	2.4
Utilities	1.9
Basic Materials	1.2

Market Cap. Distribution

Foster Victor Wealth Advisors, LLC has about 76.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	43.9
MEGA-CAP	32.5
UNALLOCATED	19.9
MID-CAP	3

Stocks belong to which Index?

About 69.7% of the stocks held by Foster Victor Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	69.7
Others	29.3

Top 5 Winners (%)		%
VRT	vertiv holdings co	64.3 %
BE	bloom energy corp	46.5 %
	ge vernova inc	41.6 %
INTC	intel corp	34.8 %
SNX	td synnex corporation	34.1 %

Top 5 Winners ($)		$
LRCX	lam research corp	6.8 M
VLO	valero energy corp	5.5 M
GRMN	garmin ltd	4.5 M
GSK	gsk plc	4.3 M
CGNX	cognex corp	4.2 M

Top 5 Losers (%)		%
BKNG	booking holdings inc	-93.4 %
PCT	purecycle technologies inc	-42.8 %
SGHT	sight sciences inc	-41.0 %
AVXL	anavex life sciences corp	-37.7 %
CSGP	costar group inc	-36.8 %

Top 5 Losers ($)		$
BKNG	booking holdings inc	-208.0 M
OWL	blue owl capital inc	-7.7 M
CSGP	costar group inc	-7.5 M
MSFT	microsoft corp	-4.9 M
NDAQ	nasdaq inc	-4.5 M

Foster Victor Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Foster Victor Wealth Advisors, LLC

Foster Victor Wealth Advisors, LLC has 243 stocks in it's portfolio. About 21% of the portfolio is in top 10 stocks. BKNG proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for Foster Victor Wealth Advisors, LLC last quarter.

Last Reported on: 20 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAME	atlantic amern corp	0.01	44,000	111,320	unchanged	0.00

AAPL	apple inc	1.63	110,161	28,512,900	added	68.18

AAXJ	ishares tr	0.01	3,044	255,574	reduced	-13.99

AAXJ	ishares tr	0.01	3,015	221,964	new

ABBV	abbvie inc	1.03	86,128	18,109,200	added	5.91

ABT	abbott laboratories	0.02	4,152	419,544	added	12.00

ACSG	dbx etf tr	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	1.89	669,809	33,048,400	added	2.24

ACWF	ishares tr	0.03	13,097	543,656	reduced	-0.95

ACWV	ishares inc	0.24	60,456	4,176,300	added	0.19

ADBE	adobe inc	0.45	33,597	7,919,480	reduced	-37.17

ADI	analog devices inc	0.39	19,726	6,876,480	new

AEP	american elec pwr co inc	0.01	1,663	225,256	new

AFTY	pacer fds tr	1.45	409,058	25,365,700	added	3.43

AJG	gallagher arthur j & co	0.01	971	213,481	added	7.89

ALCC	oklo inc	0.00	0.00	0.00	sold off	-100

AMD	advanced micro devices inc	0.88	60,465	15,422,800	new

AMGN	amgen inc	1.22	60,801	21,338,200	reduced	-0.66

AMPS	ishares tr	0.09	16,069	1,501,610	reduced	-0.78

AMPS	ishares tr	0.01	2,632	246,539	unchanged	0.00