0001221073-22-000051.txt : 20220719
0001221073-22-000051.hdr.sgml : 20220719
20220718211840
ACCESSION NUMBER: 0001221073-22-000051
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220719
DATE AS OF CHANGE: 20220718
EFFECTIVENESS DATE: 20220719
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Foster Victor Wealth Advisors, LLC
CENTRAL INDEX KEY: 0001769063
IRS NUMBER: 812769033
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19436
FILM NUMBER: 221090219
BUSINESS ADDRESS:
STREET 1: 10 TOY STREET, SUITE 200
CITY: GREENVILLE
STATE: SC
ZIP: 29601
BUSINESS PHONE: 864-720-2000
MAIL ADDRESS:
STREET 1: 10 TOY STREET, SUITE 200
CITY: GREENVILLE
STATE: SC
ZIP: 29601
13F-HR
1
primary_doc.xml
13F-HR
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0001769063
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06-30-2022
06-30-2022
false
Foster Victor Wealth Advisors, LLC
10 TOY STREET, SUITE 200
GREENVILLE
SC
29601
13F HOLDINGS REPORT
028-19436
N
KYLIE FELKER
CHIEF COMPLIANCE OFFICER
864-720-2000
/s/KYLIE FELKER
GREENVILLE
SC
07-08-2022
0
137
671892
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ABBOTT LABS
COM
002824100
1000
9204
SH
SOLE
0
0
9204
ADOBE SYSTEMS INCORPORATED
COM
00724F101
11623
30362
SH
SOLE
0
0
30362
AEYE INC
CL A COM
008183105
29
14000
SH
SOLE
0
0
14000
AGNC INVT CORP
COM
00123Q104
326
28720
SH
SOLE
0
0
28720
ALPHABET INC
CAP STK CL A
02079K305
12550
5477
SH
SOLE
0
0
5477
ALPHABET INC
CAP STK CL C
02079K107
733
318
SH
SOLE
0
0
318
AMAZON COM INC
COM
023135106
13618
119114
SH
SOLE
0
0
119114
AMERICAN ELEC PWR CO INC
COM
025537101
6930
73099
SH
SOLE
0
0
73099
AMERICAN TOWER CORP NEW
COM
03027X100
12828
49677
SH
SOLE
0
0
49677
AMGEN INC
COM
031162100
11856
48343
SH
SOLE
0
0
48343
ANAVEX LIFE SCIENCES CORP
COM NEW
032797300
244
20511
SH
SOLE
0
0
20511
APPLE INC
COM
037833100
3035
21233
SH
SOLE
0
0
21233
ASENSUS SURGICAL INC
COM
04367G103
8
20000
SH
SOLE
0
0
20000
ATLANTIC AMERN CORP
COM
048209100
99
37500
SH
SOLE
0
0
37500
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
922
3345
SH
SOLE
0
0
3345
BJS WHSL CLUB HLDGS INC
COM
05550J101
5098
78124
SH
SOLE
0
0
78124
BK OF AMERICA CORP
COM
060505104
521
16816
SH
SOLE
0
0
16816
BLACKROCK INC
COM
09247X101
7450
12119
SH
SOLE
0
0
12119
BOOKING HOLDINGS INC
COM
09857L108
10472
5981
SH
SOLE
0
0
5981
BOSTON SCIENTIFIC CORP
COM
101137107
7653
203206
SH
SOLE
0
0
203206
BROADCOM INC
COM
11135F101
10244
21225
SH
SOLE
0
0
21225
CIGNA CORP NEW
COM
125523100
7126
26287
SH
SOLE
0
0
26287
CISCO SYS INC
COM
17275R102
8033
188181
SH
SOLE
0
0
188181
COCA COLA CO
COM
191216100
390
6143
SH
SOLE
0
0
6143
COGNEX CORP
COM
192422103
11746
265858
SH
SOLE
0
0
265858
COMCAST CORP NEW
CL A
20030N101
6431
161451
SH
SOLE
0
0
161451
COSTAR GROUP INC
COM
22160N109
6020
96983
SH
SOLE
0
0
96983
COSTCO WHSL CORP NEW
COM
22160K105
233
473
SH
SOLE
0
0
473
CVS HEALTH CORP
COM
126650100
301
3230
SH
SOLE
0
0
3230
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
388
16477
SH
SOLE
0
0
16477
DISNEY WALT CO
COM
254687106
217
2257
SH
SOLE
0
0
2257
DOMINION ENERGY INC
COM
25746U109
4408
55084
SH
SOLE
0
0
55084
DUKE ENERGY CORP NEW
COM NEW
26441C204
387
3602
SH
SOLE
0
0
3602
ELECTRONIC ARTS INC
COM
285512109
7272
58477
SH
SOLE
0
0
58477
EMERSON ELEC CO
COM
291011104
3569
44750
SH
SOLE
0
0
44750
ENBRIDGE INC
COM
29250N105
4108
99509
SH
SOLE
0
0
99509
ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
153
15992
SH
SOLE
0
0
15992
EXXON MOBIL CORP
COM
30231G102
333
3995
SH
SOLE
0
0
3995
FREEPORT-MCMORAN INC
CL B
35671D857
4633
169207
SH
SOLE
0
0
169207
GARMIN LTD
SHS
H2906T109
7591
75445
SH
SOLE
0
0
75445
GENERAL MLS INC
COM
370334104
3869
50756
SH
SOLE
0
0
50756
GENUINE PARTS CO
COM
372460105
12007
88744
SH
SOLE
0
0
88744
GSK PLC
SPONSORED ADR
37733W105
5062
117411
SH
SOLE
0
0
117411
GXO LOGISTICS INCORPORATED
COMMON STOCK
36262G101
1999
47516
SH
SOLE
0
0
47516
HALLIBURTON CO
COM
406216101
5256
185002
SH
SOLE
0
0
185002
HOME DEPOT INC
COM
437076102
839
2958
SH
SOLE
0
0
2958
HUBBELL INC
COM
443510607
747
4080
SH
SOLE
0
0
4080
ILLUMINA INC
COM
452327109
11278
57719
SH
SOLE
0
0
57719
INTERNATIONAL BUSINESS MACHS
COM
459200101
280
2029
SH
SOLE
0
0
2029
INTERPUBLIC GROUP COS INC
COM
460690100
3170
115982
SH
SOLE
0
0
115982
INVESCO QQQ TR
UNIT SER 1
46090E103
744
2575
SH
SOLE
0
0
2575
ISHARES INC
CORE MSCI EMKT
46434G103
271
5653
SH
SOLE
0
0
5653
ISHARES TR
CORE MSCI EAFE
46432F842
286
4944
SH
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0
0
4944
ISHARES TR
CORE S&P MCP ETF
464287507
203
892
SH
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0
0
892
ISHARES TR
CORE S&P SCP ETF
464287804
11153
120834
SH
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0
0
120834
ISHARES TR
CORE S&P500 ETF
464287200
465
1206
SH
SOLE
0
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1206
ISHARES TR
CORE US AGGBD ET
464287226
340
3334
SH
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0
0
3334
ISHARES TR
EAFE SML CP ETF
464288273
204
3819
SH
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0
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3819
ISHARES TR
MSCI EAFE ETF
464287465
392
6385
SH
SOLE
0
0
6385
ISHARES TR
MSCI EAFE MIN VL
46429B689
10399
164669
SH
SOLE
0
0
164669
ISHARES TR
MSCI INTL QUALTY
46434V456
371
12190
SH
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0
0
12190
ISHARES TR
NATIONAL MUN ETF
464288414
11036
103100
SH
SOLE
0
0
103100
ISHARES TR
SHRT NAT MUN ETF
464288158
494
4714
SH
SOLE
0
0
4714
ISHARES U S ETF TR
BLACKROCK ST MAT
46431W507
2088
42417
SH
SOLE
0
0
42417
JOHNSON & JOHNSON
COM
478160104
12825
71932
SH
SOLE
0
0
71932
JPMORGAN CHASE & CO
COM
46625H100
699
6246
SH
SOLE
0
0
6246
KEURIG DR PEPPER INC
COM
49271V100
11404
317221
SH
SOLE
0
0
317221
LAM RESEARCH CORP
COM
512807108
10666
27231
SH
SOLE
0
0
27231
LLOYDS BANKING GROUP PLC
SPONSORED ADR
539439109
156
78945
SH
SOLE
0
0
78945
LOWES COS INC
COM
548661107
9489
52992
SH
SOLE
0
0
52992
LPL FINL HLDGS INC
COM
50212V100
6295
35668
SH
SOLE
0
0
35668
MASCO CORP
COM
574599106
6735
128507
SH
SOLE
0
0
128507
MASTERCARD INCORPORATED
CL A
57636Q104
12442
38860
SH
SOLE
0
0
38860
MCDONALDS CORP
COM
580135101
248
985
SH
SOLE
0
0
985
META PLATFORMS INC
CL A
30303M102
11943
70351
SH
SOLE
0
0
70351
METLIFE INC
COM
59156R108
3352
54118
SH
SOLE
0
0
54118
MICROSOFT CORP
COM
594918104
11075
41603
SH
SOLE
0
0
41603
MONDELEZ INTL INC
CL A
609207105
3424
54861
SH
SOLE
0
0
54861
NASDAQ INC
COM
631103108
7912
50461
SH
SOLE
0
0
50461
NOVARTIS AG
SPONSORED ADR
66987V109
8105
96805
SH
SOLE
0
0
96805
NXP SEMICONDUCTORS N V
COM
N6596X109
7484
51347
SH
SOLE
0
0
51347
ORACLE CORP
COM
68389X105
205
2867
SH
SOLE
0
0
2867
OREILLY AUTOMOTIVE INC
COM
67103H107
12349
18774
SH
SOLE
0
0
18774
OSHKOSH CORP
COM
688239201
2106
26224
SH
SOLE
0
0
26224
PAYCOM SOFTWARE INC
COM
70432V102
1052
3365
SH
SOLE
0
0
3365
PEPSICO INC
COM
713448108
4357
25526
SH
SOLE
0
0
25526
PFIZER INC
COM
717081103
5969
113164
SH
SOLE
0
0
113164
PHILIP MORRIS INTL INC
COM
718172109
3416
35962
SH
SOLE
0
0
35962
PPL CORP
COM
69351T106
3286
121477
SH
SOLE
0
0
121477
PRECISION BIOSCIENCES INC
COM
74019P108
36
23599
SH
SOLE
0
0
23599
PROCTER AND GAMBLE CO
COM
742718109
4266
29211
SH
SOLE
0
0
29211
QUALCOMM INC
COM
747525103
8225
64732
SH
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0
0
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RAYTHEON TECHNOLOGIES CORP
COM
75513E101
225
2392
SH
SOLE
0
0
2392
REALTY INCOME CORP
COM
756109104
12105
174171
SH
SOLE
0
0
174171
SALESFORCE INC
COM
79466L302
7371
42671
SH
SOLE
0
0
42671
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
448
17994
SH
SOLE
0
0
17994
SCHWAB STRATEGIC TR
SCHWAB FDT US LG
808524771
1091
21344
SH
SOLE
0
0
21344
SCHWAB STRATEGIC TR
SCHWAB FDT US SC
808524763
276
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SH
SOLE
0
0
6102
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
808524755
287
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SH
SOLE
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SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
6186
125816
SH
SOLE
0
0
125816
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
300
6676
SH
SOLE
0
0
6676
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
2663
44370
SH
SOLE
0
0
44370
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
49115
1082783
SH
SOLE
0
0
1082783
SCHWAB STRATEGIC TR
US REIT ETF
808524847
285
13337
SH
SOLE
0
0
13337
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
8762
157479
SH
SOLE
0
0
157479
SIBANYE STILLWATER LTD
SPONSORED ADR
82575P107
158
15693
SH
SOLE
0
0
15693
SONOCO PRODS CO
COM
835495102
1242
21492
SH
SOLE
0
0
21492
SOUTHERN CO
COM
842587107
3868
54116
SH
SOLE
0
0
54116
SOUTHERN FIRST BANCSHARES
COM
842873101
294
6696
SH
SOLE
0
0
6696
SPDR S&P 500 ETF TR
TR UNIT
78462F103
440
1148
SH
SOLE
0
0
1148
SPDR SER TR
S&P 400 MDCP GRW
78464A821
951
15454
SH
SOLE
0
0
15454
SPDR SER TR
S&P 600 SMCP GRW
78464A201
864
12169
SH
SOLE
0
0
12169
SS&C TECHNOLOGIES HLDGS INC
COM
78467J100
7391
125499
SH
SOLE
0
0
125499
STERIS PLC
SHS USD
G8473T100
6099
28990
SH
SOLE
0
0
28990
SURGERY PARTNERS INC
COM
86881A100
239
8100
SH
SOLE
0
0
8100
T STAMP INC
CL A NEW
873048300
20
12840
SH
SOLE
0
0
12840
TE CONNECTIVITY LTD
SHS
H84989104
8627
76530
SH
SOLE
0
0
76530
TESLA INC
COM
88160R101
1080
1554
SH
SOLE
0
0
1554
THERMO FISHER SCIENTIFIC INC
COM
883556102
330
594
SH
SOLE
0
0
594
TRUIST FINL CORP
COM
89832Q109
7411
155536
SH
SOLE
0
0
155536
UNITED MICROELECTRONICS CORP
SPON ADR NEW
910873405
189
29768
SH
SOLE
0
0
29768
UNITED PARCEL SERVICE INC
CL B
911312106
3563
19242
SH
SOLE
0
0
19242
UNITEDHEALTH GROUP INC
COM
91324P102
435
845
SH
SOLE
0
0
845
VALERO ENERGY CORP
COM
91913Y100
10013
98445
SH
SOLE
0
0
98445
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
7720
100464
SH
SOLE
0
0
100464
VANGUARD INDEX FDS
GROWTH ETF
922908736
1185
5148
SH
SOLE
0
0
5148
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
590
4537
SH
SOLE
0
0
4537
VANGUARD INDEX FDS
MID CAP ETF
922908629
21308
106689
SH
SOLE
0
0
106689
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
8197
88784
SH
SOLE
0
0
88784
VANGUARD INDEX FDS
VALUE ETF
922908744
20578
156063
SH
SOLE
0
0
156063
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
509
10131
SH
SOLE
0
0
10131
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
7537
122980
SH
SOLE
0
0
122980
VANGUARD TAX-MANAGED INTL FD
VAN FTSE DEV MKT
921943858
766
19141
SH
SOLE
0
0
19141
VERIZON COMMUNICATIONS INC
COM
92343V104
3739
72590
SH
SOLE
0
0
72590
VERTEX PHARMACEUTICALS INC
COM
92532F100
4127
14175
SH
SOLE
0
0
14175
WALMART INC
COM
931142103
8045
64293
SH
SOLE
0
0
64293
XPO LOGISTICS INC
COM
983793100
2211
46840
SH
SOLE
0
0
46840