Foster Victor Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Greenville, SC
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
243
Total value ($000)
$1,749,767
Net value change ($000)
+33,193 (1.9%)
New positions
25
Sold out positions
14
Turnover %
7.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMD 15,423 NEW
T 12,142 NEW
AAPL 11,775 70.3%
GOOGL 11,336 32.0%
NFLX 11,274 NEW
NVDA 10,067 146.1%
ETN 8,943 NEW
SPY 8,062 100.9%
DELL 7,627 NEW
ADI 6,876 NEW
Top Reduces (Value $000, Stocks/ETFs)
QQQ -20,688 -45.2%
BSX -18,434 -98.2%
SPGI -14,328 -60.0%
SSNC -12,661 -50.0%
NKE -10,551 -100.0%
V -9,934 -92.7%
SCHD -9,251 -89.9%
NXPI -8,993 -95.0%
ADBE -7,915 -50.0%
ROP -7,234 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type