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Kylie K. Felker

Foster Victor Wealth Advisors, Llc

Assets Managed
$1.904B
Holdings
252
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
8.82%(2Q avg: 5.38%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Foster Victor Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 252 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.904B in assets, with a quarterly growth rate of 8.82% and a 2-quarter average growth rate of 5.38%. The portfolio is managed by Kylie K. Felker, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Value Etf
Recent Activity
Increased 3.7%
3.53%
$67.028M
306,626 shares@ $218.6 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 2.8%
2.73%
$51.932M
144,453 shares@ $359.52 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -8.48%
2.25%
$42.667M
172,397 shares@ $247.49 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 11.88%
2.24%
$42.515M
1.435M shares@ $29.64 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -16.9%
1.86%
$35.385M
102,238 shares@ $346.11 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.57%
1.86%
$35.228M
111,885 shares@ $314.86 avg price
IQLT
Ishares Msci International Q
Recent Activity
Increased 4.19%
1.81%
$34.445M
697,839 shares@ $49.37 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.28%
1.53%
$28.96M
75,235 shares@ $384.94 avg price
VLO
Valero Energy Corp
Recent Activity
Decreased -13.97%
1.45%
$27.517M
91,288 shares@ $301.43 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -4.53%
1.45%
$27.466M
38,163 shares@ $719.7 avg price

1-10 of 252