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| Happy Holidays!! thanks for using AUM13F!! |
| Foster Victor Wealth Advisors LLC
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| CRD # | 283656 |
| SEC # | 801-107775 |
| CIK # | 0001769063 |
| AUM | $2.2 B (2025-06-06) |
| Employees | 38 (50% Investors, 0% Brokers) |
| Phone | 864-720-2000 |
| Address | 10 Toy Street Greenville, SC 29601 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001769063 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 39.9 | ||
| Microsoft Corp | 34.9 | ||
| Mastercard Inc | 28.0 | ||
| Alphabet Inc | 25.6 | ||
| Nasdaq OMX Group Inc | 25.4 | ||
| Qualcomm Inc/DE | 24.2 | ||
| Lam Research Corp | 23.3 | ||
| Facebook Inc | 22.3 | ||
| SS&C Technologies Holdings Inc | 22.1 | ||
| LPL Investment Holdings Inc | 21.2 | ||
| O Reilly Automotive Inc | 20.8 | ||
| Adobe Systems Inc | 19.7 | ||
| Canadian Pacific Railway Ltd/Cn | 19.5 | ||
| Boston Scientific Corp | 18.9 | ||
| Halliburton Co | 18.3 | ||
| Emerson Electric Co | 18.2 | ||
| Cigna Corp | 18.1 | ||
| Steris PLC | 17.4 | ||
| Philip Morris International Inc | 17.2 | ||
| Valero Energy Corp/Tx | 17.2 | ||
| Broadcom Inc | 17.1 | ||
| Costar Group Inc | 17.0 | ||
| Garmin Ltd | 16.7 | ||
| Priceline Com Inc | 16.7 | ||
| McGraw-hill Companies Inc | 16.6 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 906 | 0.3 |
| (b) Individuals (high net worth individuals) | 621 | 1.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 85 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,795 | 2.2 |
| By Discretionary | ||
| Discretionary | 4,785 | 2.1 |
| Non-Discretionary | 1,010 | 0.1 |
| Total | 5,795 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 5,795 | 2.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001769063] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Shufro Rose & Co LLC
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|
NY | 2.2 |
|
Duncan Williams Asset Management LLC
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|
TN | 2.2 |
|
Fulton Breakefield Broenniman LLC
✚
|
MD | 2.2 |
|
GC Wealth Management RIA LLC
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|
MA | 2.2 |
|
Woodley Farra Manion Portfolio Management Inc
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|
IN | 2.1 |
|
Freedom Investment Management Inc
✚
|
CT | 2.1 |
|
Washington Crossing Advisors LLC
✚
|
NJ | 2.1 |
|
DDD Partners LLC
✚
|
WA | 2.1 |
|
Warwick Investment Management Inc
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|
TX | 2.1 |
|
Bridgewater Advisors Inc
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|
NY | 2.1 |