1y return+13.4%S&P 500 +20.9%
3y return+41.7%S&P 500 +68.5%
5y return+37.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $212 against $299 in the S&P 500.2
Foster Victor Wealth Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTVVanguard Index Fds | $67.0M | 3.5% | +3.7% |
| GOOGLAlphabet Inc | $51.9M | 2.7% | +2.8% |
| AMZNAmazon Com Inc | $42.7M | 2.2% | −8.5% |
| SCHXSchwab Strategic Tr | $42.5M | 2.2% | +11.9% |
| LRCXLam Research Corp | $35.4M | 1.9% | −16.9% |
| AAPLApple Inc | $35.2M | 1.9% | +1.6% |
| IQLTIshares Tr | $34.4M | 1.8% | +4.2% |
| MSFTMicrosoft Corp | $29.0M | 1.5% | |
| VLOValero Energy Corp | $27.5M | 1.4% | −14.0% |
| QQQInvesco Qqq Tr | $27.5M | 1.4% | −4.5% |
| MAMastercard Incorporated | $26.9M | 1.4% | +1.9% |
| CSCOCisco Sys Inc | $25.7M | 1.4% | −16.0% |
| Oneok Inc NewCUSIP 682680103 | $25.2M | 1.3% | +3.6% |
| AMDAdvanced Micro Devices Inc | $24.2M | 1.3% | −27.1% |
| CPCanadian Pacific Kansas City | $24.0M | 1.3% | +1.9% |
| AMGNAmgen Inc | $23.0M | 1.2% | +6.4% |
| ABBVAbbvie Inc | $22.9M | 1.2% | +8.7% |
| PMPhilip Morris Intl Inc | $22.7M | 1.2% | +5.4% |
| NVDANvidia Corporation | $21.7M | 1.1% | +18.9% |
| JNJJohnson & Johnson | $21.7M | 1.1% | +4.4% |
| EMREmerson Elec Co | $21.4M | 1.1% | +12.1% |
| GSKGsk PLC | $21.2M | 1.1% | +5.0% |
| MASMasco Corp | $20.6M | 1.1% | +4.4% |
| Garmin LtdCUSIP H2906T109 | $20.3M | 1.1% | |
| METAMeta Platforms Inc | $20.1M | 1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $18.3M |
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $21.7M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $35.4M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $51.9M |
| VLOValero Energy Corp | June 30, 2020 | +342.8% | $27.5M |
| ORLYOreilly Automotive Inc | June 30, 2020 | +227.6% | $17.8M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $35.2M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $27.5M |
| AMDAdvanced Micro Devices Inc | March 31, 2026 | +185.6% | $24.2M |
| METAMeta Platforms Inc | March 31, 2023 | +165.8% | $20.1M |
Sold off last quarter
- DHRDanaher Corp Del was $16.6M
- CSGPCostar Group Inc was $12.8M
- CMGChipotle Mexican Grill Inc was $8.1M
- PYPLPaypal Hldgs Inc was $7.0M
- PXFInvesco Exch Traded Fd Tr II was $4.1M
- Honeywell Intl IncCUSIP 438516106 was $539K
- VTVanguard Intl Equity Index F was $398K
- SGOVIshares Tr was $281K
- NOCNorthrop Grumman Corp was $273K
- DGRWWisdomtree Tr was $250K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.6% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +5.1% | +7.8% |
| June 30, 2025 | +5.9% | +10.5% |
| March 31, 2025 | −0.7% | −4.6% |
| December 31, 2024 | −1.9% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +0.8% | +4.0% |
| March 31, 2024 | +8.1% | +10.0% |
| December 31, 2023 | +9.1% | +11.2% |
| September 30, 2023 | −3.4% | −3.6% |
| June 30, 2023 | +5.4% | +8.3% |
| March 31, 2023 | +5.0% | +7.0% |
| December 31, 2022 | +9.3% | +7.1% |
| September 30, 2022 | −5.9% | −5.3% |
| June 30, 2022 | −13.8% | −16.5% |
| March 31, 2022 | −6.5% | −4.9% |
| December 31, 2021 | +7.2% | +10.7% |
| September 30, 2021 | −1.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Foster Victor Wealth Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1769063&type=13F-HR&dateb=&owner=include&count=40CIK 1769063
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1769063/000176906326000003/Filed July 22, 2026 · accession 0001769063-26-000003