Foster Victor Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Greenville, SC
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
254
Total value ($000)
$1,904,012
Net value change ($000)
+154,245 (8.8%)
New positions
25
Sold out positions
15
Turnover %
6.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
BAC 14,733 2287.7%
AEP 14,466 6429.3%
IVE 13,973 5008.2%
LHX 11,083 NEW
RDDT 10,396 192.2%
DELL 10,326 135.4%
NOW 9,946 NEW
COP 9,573 NEW
LLY 9,142 101.4%
SFM 9,120 NEW
Top Reduces (Value $000, Stocks/ETFs)
DHR -16,593 -100.0%
NDAQ -13,112 -46.0%
CSGP -12,813 -100.0%
COWZ -8,859 -34.9%
CMG -8,059 -100.0%
HAL -7,604 -34.7%
LPLA -7,243 -30.1%
PYPL -6,970 -100.0%
SPY -5,337 -33.2%
MGY -5,057 -41.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,209 (0.1% 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