Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Foster Victor Wealth Advisors, LLC (CIK 1769063) reported $1.75B across 240 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($60.0M, 3.43%), AMZN ($46.9M, 2.68%), GOOGL ($46.8M, 2.67%), SCHX ($35.1M, 2.01%), LRCX ($33.5M, 1.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $60.0M | 3.43% | 295,702 | Added |
| 2 | AMZN | AMAZON COM INC | $46.9M | 2.68% | 188,389 | Added |
| 3 | GOOGL | ALPHABET INC | $46.8M | 2.67% | 140,526 | Added |
| 4 | SCHX | SCHWAB STRATEGIC TR | $35.1M | 2.01% | 1.3M | Added |
| 5 | LRCX | LAM RESEARCH CORP | $33.5M | 1.92% | 123,034 | Trimmed |
| 6 | IQLT | ISHARES TR | $33.0M | 1.89% | 669,809 | Added |
| 7 | MSFT | MICROSOFT CORP | $29.7M | 1.70% | 75,450 | Added |
| 8 | NDAQ | NASDAQ INC | $28.5M | 1.63% | 328,706 | Added |
| 9 | AAPL | APPLE INC | $28.5M | 1.63% | 110,161 | Added |
| 10 | COWZ | PACER FDS TR | $25.4M | 1.45% | 409,058 | Added |
| 11 | QQQ | INVESCO QQQ TR | $25.1M | 1.44% | 39,977 | Trimmed |
| 12 | MA | MASTERCARD INCORPORATED | $25.2M | 1.44% | 49,026 | Trimmed |
| 13 | VLO | VALERO ENERGY CORP | $25.0M | 1.43% | 106,121 | Added |
| 14 | LPLA | LPL FINL HLDGS INC | $24.1M | 1.38% | 74,731 | Added |
| 15 | GSK | GSK PLC | $23.4M | 1.33% | 394,595 | Added |
| 16 | OKE | ONEOK INC NEW | $22.5M | 1.28% | 264,660 | Added |
| 17 | GRMN | GARMIN LTD | $22.2M | 1.27% | 84,040 | Trimmed |
| 18 | HAL | HALLIBURTON CO | $21.9M | 1.25% | 583,627 | Trimmed |
| 19 | CSCO | CISCO SYS INC | $21.6M | 1.23% | 261,334 | Added |
| 20 | AMGN | AMGEN INC | $21.3M | 1.22% | 60,801 | Trimmed |
| 21 | PFE | PFIZER INC | $21.3M | 1.22% | 785,655 | Added |
| 22 | CP | CANADIAN PACIFIC KANSAS CITY | $21.2M | 1.21% | 258,238 | Added |
| 23 | STE | STERIS PLC | $20.3M | 1.16% | 90,431 | Added |
| 24 | EMR | EMERSON ELEC CO | $20.3M | 1.16% | 140,520 | Added |
| 25 | META | META PLATFORMS INC | $20.1M | 1.15% | 30,294 | Added |
Source: SEC Form 13F filings · as of 2026-03-31