Foster Victor Wealth Advisors, LLC

13F filer, CIK 1769063, GREENVILLE, SC

Foster Victor Wealth Advisors, LLC reported $1,305,661,982 across 192 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-23. Its ten largest share positions make up 22.06% of the portfolio.

Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001085146-25-000412

Period: 2024-12-31
Reported value: $1.31B
Holdings: 192
Top 10 weight: 22.06%
New: 15
Sold out: 13

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHXadded	+874,973	$20.7M
LRCXnew	+244,891	$19.7M
USBnew	+187,984	$9.09M
HDadded	+15,167	$6.21M
HSYnew	+36,785	$5.62M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
LAM RESEARCH CORPexited	-232,901	-$19.3M
PLTRreduced	-209,149	-$15M
AVGOreduced	-44,755	-$10.6M
OWLreduced	-246,376	-$5.98M
LPLAreduced	-15,272	-$5.33M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001085146-25-000412, largest first. % of portfolio is the value over $1,305,661,404, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VTVVANGUARD INDEX FDS	300,602	$52.5M	4.02%	-5,586	Timeline
AMZNAMAZON COM INC	162,574	$36.7M	2.81%	-5,248	Timeline
SCHXSCHWAB STRATEGIC TR	1,355,107	$32.1M	2.46%	+874,973	Timeline
IQLTISHARES TR	686,429	$26M	1.99%	+28,006	Timeline
MAMASTERCARD INCORPORATED	48,442	$25.4M	1.95%	+1,672	Timeline
MSFTMICROSOFT CORP	57,517	$24.7M	1.89%	+2,724	Timeline
GOOGLALPHABET INC	124,120	$24.3M	1.86%	-3,924	Timeline
COWZPACER FDS TR	386,867	$22.6M	1.73%	-2,889	Timeline
ADBEADOBE INC	51,651	$22.2M	1.7%	+10,690	Timeline
SSNCSS&C TECH HLDGS	273,157	$21.4M	1.64%	+14,072	Timeline
NDAQNASDAQ INC	269,568	$21.3M	1.63%	+4,717	Timeline
QQQINVESCO QQQ TR	39,694	$20.7M	1.59%	+3,249	Timeline
QCOMQUALCOMM INC	123,625	$20.3M	1.56%	+19,635	Timeline
LRCXLAM RESEARCH CORP	244,891	$19.7M	1.51%	new	Timeline
BSXBOSTON SCIENTIFIC CORP	196,112	$19.3M	1.48%	+1,517	Timeline
ORLYOREILLY AUTOMOTIVE INC	15,851	$19.3M	1.48%	+433	Timeline
LPLALPL FINL HLDGS INC	54,459	$19M	1.46%	-15,272	Timeline
EAELECTRONIC ARTS INC	124,052	$17.6M	1.35%	+3,138	Timeline
MASMASCO CORP	219,120	$17.1M	1.31%	+13,568	Timeline
CPCANADIAN PACIFIC KANSAS CITY	213,485	$16M	1.22%	+57,866	Timeline
CITHE CIGNA GROUP	55,109	$15.7M	1.2%	+9,364	Timeline
HALHALLIBURTON CO	523,390	$15.6M	1.2%	+67,495	Timeline
GRMNGARMIN LTD	70,522	$15.2M	1.17%	-4,440	Timeline
VTEBVANGUARD MUN BD FDS	303,732	$15.2M	1.16%	+8,350	Timeline
AVGOBROADCOM INC	63,264	$15M	1.15%	-44,755	Timeline
CRMSALESFORCE INC	45,984	$14.9M	1.14%	-5,297	Timeline
METAMETA PLATFORMS INC	24,214	$14.8M	1.14%	+686	Timeline
PFEPFIZER INC	564,035	$14.8M	1.14%	+112,616	Timeline
VLOVALERO ENERGY CORP	105,009	$14.8M	1.13%	+18,491	Timeline
EMREMERSON ELEC CO	115,674	$14.4M	1.1%	-2,190	Timeline
BKNGBOOKING HOLDINGS INC	2,914	$14.4M	1.1%	-503	Timeline
SPGIS&P GLOBAL INC	28,512	$14.3M	1.1%	+2,859	Timeline
PMPHILIP MORRIS INTL INC	117,473	$14.3M	1.09%	-29,921	Timeline
STESTERIS PLC	68,126	$14.3M	1.09%	+6,266	Timeline
METMETLIFE INC	163,515	$14.2M	1.09%	+4,074	Timeline
AMGNAMGEN INC	51,341	$14M	1.07%	+11,804	Timeline
HDHOME DEPOT INC	33,981	$13.9M	1.07%	+15,167	Timeline
CSGPCOSTAR GROUP INC	187,869	$13.9M	1.06%	+20,977	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	29,430	$13.8M	1.05%	+838	Timeline
BJBJS WHSL CLUB HLDGS INC	140,795	$13.4M	1.02%	+5,205	Timeline
AAPLAPPLE INC	57,953	$13.3M	1.02%	+50	Timeline
ABBVABBVIE INC	75,059	$12.9M	0.99%	+12,214	Timeline
CSCOCISCO SYS INC	210,156	$12.7M	0.97%	-77,823	Timeline
DHRDANAHER CORP DEL	53,029	$12.6M	0.97%	+16,555	Timeline
WMTWALMART INC	136,998	$12.6M	0.96%	-938	Timeline
CGNXCOGNEX CORP	314,609	$12.5M	0.96%	+20,827	Timeline
FSLRFIRST SOLAR INC	63,201	$12.2M	0.93%	+15,994	Timeline
JNJJOHNSON & JOHNSON	81,766	$12M	0.92%	+9,827	Timeline
FCXFREEPORT MCMORAN INC	297,725	$12M	0.92%	+45,289	Timeline
OWLBLUE OWL CAPITAL INC	491,922	$11.9M	0.91%	-246,376	Timeline
ENBENBRIDGE INC	267,033	$11.9M	0.91%	+8,299	Timeline
GSKGSK PLC	352,260	$11.8M	0.9%	+79,343	Timeline
OKEONEOK INC NEW	106,050	$11.6M	0.89%	-18,700	Timeline
LMTLOCKHEED MARTIN CORP	23,300	$11.4M	0.88%	+4,445	Timeline
PEPPEPSICO INC	74,769	$11.1M	0.85%	+11,546	Timeline
UBERUBER TECHNOLOGIES INC	159,361	$10.7M	0.82%	+38,413	Timeline
CVXCHEVRON CORPORATION	65,601	$10.6M	0.81%	+4,861	Timeline
NXPINXP SEMICONDUCTORS N V	48,704	$10.5M	0.8%	+7,477	Timeline
VRTXVERTEX PHARMACEUTICALS INC	24,588	$10.4M	0.79%	+3,062	Timeline
CARRCARRIER GLOBAL CORPORATION	148,117	$10.3M	0.79%	+9,332	Timeline
CMICUMMINS INC	27,871	$10.2M	0.78%	-1,254	Timeline
VVISA INC	31,403	$10M	0.77%	+1,380	Timeline
NKENIKE INC	141,594	$10M	0.77%	+48,631	Timeline
CROXCROCS INC	91,647	$9.16M	0.7%	+32,254	Timeline
USBUS BANCORP	187,984	$9.09M	0.7%	new	Timeline
CMCSACOMCAST CORP NEW	231,304	$8.46M	0.65%	+13,447	Timeline
NVSNOVARTIS AG	86,724	$8.46M	0.65%	+15,212	Timeline
MGYMAGNOLIA OIL & GAS CORP	314,515	$8.34M	0.64%	+19,777	Timeline
CCJCAMECO CORP	155,406	$8.02M	0.61%	-11,389	Timeline
SPTLSPDR SERIES TRUST	295,605	$7.72M	0.59%	+13,683	Timeline
FTNTFORTINET INC	81,851	$7.71M	0.59%	-10,366	Timeline
HBANHUNTINGTON BANCSHARES INC	428,014	$7.28M	0.56%	+2,758	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	12,167	$7.27M	0.56%	+2,282	Timeline
VZVERIZON COMMUNICATIONS INC	186,393	$7.23M	0.55%	+9,042	Timeline
PGPROCTER & GAMBLE CO	44,721	$7.21M	0.55%	+2,583	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	122,353	$7.04M	0.54%	+6,996	Timeline
PYPLPAYPAL HLDGS INC	76,283	$7M	0.54%	-3,533	Timeline
RFREGIONS FINANCIAL CORP NEW	288,359	$6.98M	0.53%	+9,184	Timeline
DLRDIGITAL RLTY TR INC	38,810	$6.92M	0.53%	+547	Timeline
SCHGSCHWAB STRATEGIC TR	243,997	$6.9M	0.53%	+174,560	Timeline
PPLPPL CORP	203,755	$6.77M	0.52%	+8,467	Timeline
SOSOUTHERN CO	77,493	$6.5M	0.5%	+3,580	Timeline
TELTE CONNECTIVITY PLC	43,608	$6.35M	0.49%	-17,815	Timeline
DOCHEALTHPEAK PROPERTIES INC	301,632	$6.27M	0.48%	+15,679	Timeline
GPCGENUINE PARTS CO	52,818	$6.26M	0.48%	-21,609	Timeline
GXOGXO LOGISTICS INCORPORATED	136,872	$6.02M	0.46%	+27,435	Timeline
OREALTY INCOME CORP	110,098	$6.01M	0.46%	+7,177	Timeline
MDLZMONDELEZ INTL INC	103,128	$5.97M	0.46%	+19,516	Timeline
NEENEXTERA ENERGY INC	81,727	$5.78M	0.44%	+6,086	Timeline
HSYHERSHEY CO	36,785	$5.62M	0.43%	new	Timeline
SPIBSPDR SERIES TRUST	154,334	$5.06M	0.39%	+6,642	Timeline
NVDANVIDIA CORPORATION	30,140	$4.15M	0.32%	+7,097	Timeline
VOVANGUARD INDEX FDS	14,806	$4.05M	0.31%	-670	Timeline
SCHASCHWAB STRATEGIC TR	140,400	$3.73M	0.29%	new	Timeline
SCHMSCHWAB STRATEGIC TR	127,427	$3.67M	0.28%	+81,555	Timeline
VGITVANGUARD SCOTTSDALE FDS	63,282	$3.67M	0.28%	+2,467	Timeline
TFCTRUIST FINL CORP	61,973	$2.95M	0.23%	+23	Timeline
TSLATESLA INC	5,563	$2.37M	0.18%	+23	Timeline
JPMJPMORGAN CHASE & CO	8,329	$2.16M	0.17%	+81	Timeline
IJRISHARES TR	14,111	$1.67M	0.13%	-1,068	Timeline
GOOGALPHABET INC	8,051	$1.59M	0.12%	-20	Timeline
HUBBHUBBELL INC	3,590	$1.57M	0.12%	-247	Timeline
SCHDSCHWAB STRATEGIC TR	54,729	$1.53M	0.12%	new	Timeline
VUGVANGUARD INDEX FDS	3,580	$1.49M	0.11%	-222	Timeline
EFAVISHARES TR	19,018	$1.35M	0.1%	-1,255	Timeline
SCHOSCHWAB STRATEGIC TR	53,936	$1.3M	0.1%	+24,362	Timeline
XOMEXXON MOBIL CORP	10,885	$1.22M	0.09%	-2,447	Timeline
FNDXSCHWAB STRATEGIC TR	47,808	$1.17M	0.09%	+31,464	Timeline
KOCOCA COLA CO	18,120	$1.14M	0.09%	+4,123	Timeline
UBSIUNITED BANKSHARES INC WEST V	26,598	$1.02M	0.08%	-32	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	17,517	$1.02M	0.08%	-35	Timeline
SONSONOCO PRODS CO	21,120	$1.01M	0.08%	+14	Timeline
PAYCPAYCOM SOFTWARE INC	4,684	$980K	0.08%	+1,354	Timeline
DUKDUKE ENERGY CORP NEW	8,848	$967K	0.07%	+110	Timeline
MDYGSPDR SERIES TRUST	9,271	$839K	0.06%	-398	Timeline
VEAVANGUARD TAX-MANAGED FDS	16,464	$800K	0.06%	+732	Timeline
EZBCFRANKLIN TEMPLETON DIGITAL H	12,375	$753K	0.06%	new	Timeline
VOOVANGUARD INDEX FDS	1,328	$730K	0.06%	+447	Timeline
SHWSHERWIN WILLIAMS CO	2,026	$717K	0.05%	0	Timeline
SLYGSPDR SERIES TRUST	7,055	$657K	0.05%	-278	Timeline
RITMRITHM CAPITAL CORP	57,849	$657K	0.05%	+1,457	Timeline
LOWLOWES COS INC	2,344	$612K	0.05%	-174	Timeline
SCHBSCHWAB STRATEGIC TR	26,306	$611K	0.05%	+18,265	Timeline
DFACDIMENSIONAL ETF TRUST	17,025	$604K	0.05%	+49	Timeline
VOEVANGUARD INDEX FDS	3,569	$593K	0.05%	-127	Timeline
BACBANK OF AMER CORP	12,588	$586K	0.04%	+470	Timeline
FBNCFIRST BANCORP N C	12,995	$574K	0.04%	0	Timeline
UPSUNITED PARCEL SVCS INC	4,363	$566K	0.04%	0	Timeline
FSMBFIRST TR EXCH TRADED FD III	27,870	$554K	0.04%	+1,793	Timeline
LLYELI LILLY & CO	742	$538K	0.04%	-20	Timeline
ORCLORACLE CORP	3,097	$499K	0.04%	-319	Timeline
RTXRTX CORPORATION	3,852	$466K	0.04%	+36	Timeline
IBMINTERNATIONAL BUSINESS MACHS	2,071	$466K	0.04%	+10	Timeline
BXBLACKSTONE INC	2,545	$458K	0.04%	-291	Timeline
COSTCOSTCO WHOLESALE CORPORATION	471	$445K	0.03%	-62	Timeline
UNHUNITEDHEALTH GROUP INC	860	$438K	0.03%	-40	Timeline
WMBWILLIAMS COS INC	7,176	$424K	0.03%	new	Timeline
GEGE AEROSPACE	2,301	$421K	0.03%	new	Timeline
ABTABBOTT LABORATORIES	3,572	$405K	0.03%	-320	Timeline
SCHESCHWAB STRATEGIC TR	15,056	$400K	0.03%	+55	Timeline
EFXEQUIFAX INC	1,459	$384K	0.03%	0	Timeline
AGNCAGNC INVT CORP	39,701	$382K	0.03%	0	Timeline
SAPSAP SE	1,439	$378K	0.03%	-179	Timeline
VTIVANGUARD INDEX FDS	1,239	$367K	0.03%	+103	Timeline
ETENERGY TRANSFER L P	18,033	$366K	0.03%	+26	Timeline
SFSTSOUTHERN FIRST BANCSHARES	9,656	$357K	0.03%	-639	Timeline
BCSFBAIN CAP SPECIALTY FIN INC	20,000	$348K	0.03%	0	Timeline
AVXLANAVEX LIFE SCIENCES CORP	37,663	$347K	0.03%	+2,000	Timeline
BLKBLACKROCK INC	344	$346K	0.03%	new	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	1,581	$334K	0.03%	new	Timeline
IVVISHARES TR	552	$332K	0.03%	-88	Timeline
CATCATERPILLAR INC	846	$327K	0.03%	+35	Timeline
ASMLASML HLDG NV	430	$325K	0.02%	+71	Timeline
MPCMARATHON PETE CORP	2,064	$315K	0.02%	0	Timeline
VYMVANGUARD WHITEHALL FDS	2,340	$308K	0.02%	-24	Timeline
EFAISHARES TR	4,003	$307K	0.02%	+4	Timeline
HONHONEYWELL INTL INC	1,319	$294K	0.02%	+43	Timeline
FNDASCHWAB STRATEGIC TR	9,497	$290K	0.02%	+4,492	Timeline
IJHISHARES TR	4,436	$287K	0.02%	-2,570	Timeline
SCHVSCHWAB STRATEGIC TR	10,640	$286K	0.02%	-38,049	Timeline
FNDFSCHWAB STRATEGIC TR	8,455	$285K	0.02%	+712	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	503	$282K	0.02%	+12	Timeline
GLDSPDR GOLD TR	1,118	$279K	0.02%	-25	Timeline
SCHHSCHWAB STRATEGIC TR	12,982	$274K	0.02%	-463	Timeline
PCTPURECYCLE TECHNOLOGIES INC	27,951	$268K	0.02%	-6,000	Timeline
FLRFLUOR CORP	5,177	$261K	0.02%	-80	Timeline
TJXTJX COS INC NEW	2,063	$251K	0.02%	+101	Timeline
EOGEOG RES INC	1,808	$247K	0.02%	-23	Timeline
NSCNORFOLK SOUTHN CORP	1,001	$246K	0.02%	-42	Timeline
SLBSLB LIMITED	5,576	$243K	0.02%	-1,404	Timeline
PRUPRUDENTIAL FINL INC	2,034	$242K	0.02%	0	Timeline
PLTRPALANTIR TECHNOLOGIES INC	3,371	$242K	0.02%	-209,149	Timeline
XLYSELECT SECTOR SPDR TR	1,038	$238K	0.02%	-12	Timeline
MRKMERCK & CO INC	2,418	$237K	0.02%	-17	Timeline
DEODIAGEO PLC	1,929	$229K	0.02%	+33	Timeline
AZNASTRAZENECA PLC-SPONS ADR	3,431	$229K	0.02%	-328	Timeline
USMVISHARES TR	2,540	$228K	0.02%	-123	Timeline
IVWISHARES TR	2,176	$226K	0.02%	+1	Timeline
MCDMCDONALDS CORP	797	$224K	0.02%	-68	Timeline
XLKSELECT SECTOR SPDR TR	951	$223K	0.02%	-50	Timeline
OKLOOKLO INC	8,353	$218K	0.02%	new	Timeline
EPDENTERPRISE PRODS PARTNERS L	6,478	$217K	0.02%	new	Timeline
SCZISHARES TR	3,564	$217K	0.02%	-289	Timeline
NOCNORTHROP GRUMMAN CORP	447	$216K	0.02%	-11	Timeline
GEVGE VERNOVA INC	517	$208K	0.02%	new	Timeline
LYGLLOYDS BANKING GROUP PLC	54,259	$155K	0.01%	-22,125	Timeline
UMCUNITED MICROELECTRONICS CORP	20,147	$127K	0.01%	-21,550	Timeline
SNAPSNAP INC	10,150	$110K	0.01%	new	Timeline
AAMEATLANTIC AMERN CORP	44,000	$66K	0.01%	0	Timeline
NGDNEW GOLD INC	11,939	$32.8K	<0.01%	0	Timeline
TLSIWTRISALUS LIFE SCIENCES INC	18,328	$22.2K	<0.01%	-3,830	Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

Security	Type	Amount	Value	Change
FPIFARMLAND PARTNERS INC REIT	put	10,000	$578	new

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
LAM RESEARCH CORPLAM RESEARCH CORP	232,901	$19.3M	shares
EEMVISHARES INC	65,325	$4.04M	shares
RWOSPDR INDEX SHS FDS	86,656	$3.98M	shares
BPBP PLC	13,527	$433K	shares
BLACKROCK INCBLACKROCK INC	377	$361K	shares
CRHCRH PLC	3,637	$328K	shares
SHELSHELL PLC	4,380	$299K	shares
HDBHDFC BANK LTD	4,780	$287K	shares
TRMDTORM PLC	8,200	$262K	shares
RIORIO TINTO PLC	3,755	$249K	shares
DISDISNEY WALT CO	2,422	$227K	shares
AXPAMERICAN EXPRESS CO	831	$226K	shares
OXYOCCIDENTAL PETE CORP	3,863	$208K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001085146-25-000412	base		2025-01-23	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC