Foster Victor Wealth Advisors, LLC
Annual return '25
+32.1%
SPY '25
+17.7%
Alpha
+14.4ptsvs SPY
Invested
$1.7B
Holdings
241
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 84%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTV
VANGUARD INDEX FDS
Q4 2025: Exited (was 293.7k shares)
3.4%
02
$AMZN
AMAZON COM INC
Q1 2026: Sold 37.6% (1.52M → 947.7k shares)
2.7%
03
$GOOGL
ALPHABET INC
Q1 2026: Sold 4.8% (2.08M → 1.98M shares)
2.7%
04
$SCHX
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 1.28M shares)
2.0%
05
$LRCX
LAM RESEARCH CORP
Q4 2025: Exited (was 188.3k shares)
1.9%
06
$IQLT
ISHARES TR
Q4 2025: Exited (was 658.9k shares)
1.9%
07
$MSFT
MICROSOFT CORP
Q1 2026: Sold 17.8% (1.40M → 1.15M shares)
1.7%
08
$AAPL
APPLE INC
Q1 2026: Sold 9.3% (2.30M → 2.09M shares)
1.6%
09
$NDAQ
NASDAQ INC
Q1 2026: Increased +32.8% (58.6k → 77.9k shares)
1.6%
10
$COWZ
PACER FDS TR
Q4 2025: Exited (was 394.5k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 17:50 UTC.