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Kylie K. Felker

Foster Victor Wealth Advisors, Llc

Assets Managed
$1.75B
Holdings
242
Last Quarter
2026 - Q1
Filed Date
2mo ago
Growth Rate
1.94%(2Q avg: 4.39%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Foster Victor Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 242 positions.

Assets under management

The assets under management (AUM) of Foster Victor Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.75B in assets, with a quarterly growth rate of 1.94% and a 2-quarter average growth rate of 4.39%. The portfolio is managed by Kylie K. Felker, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Value Etf
Recent Activity
Increased 1.39%
3.43%
$60.016M
295,702 shares@ $202.96 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 3.48%
2.69%
$46.913M
188,389 shares@ $249.03 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 30.83%
2.68%
$46.782M
140,526 shares@ $332.91 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 2.75%
2.01%
$35.103M
1.283M shares@ $27.38 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -18.21%
1.92%
$33.516M
123,034 shares@ $272.42 avg price
IQLT
Ishares Msci International Q
Recent Activity
Increased 2.24%
1.89%
$33.048M
669,809 shares@ $49.35 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 4.15%
1.7%
$29.66M
75,450 shares@ $393.11 avg price
AAPL
Apple Inc
Recent Activity
Increased 68.18%
1.63%
$28.513M
110,161 shares@ $258.83 avg price
NDAQ
Nasdaq Inc
Recent Activity
Increased 8.61%
1.63%
$28.502M
328,706 shares@ $86.72 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Increased 3.44%
1.45%
$25.366M
409,058 shares@ $62.01 avg price

1-10 of 242