0001221073-21-000049.txt : 20210423
0001221073-21-000049.hdr.sgml : 20210423
20210422210146
ACCESSION NUMBER: 0001221073-21-000049
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210423
DATE AS OF CHANGE: 20210422
EFFECTIVENESS DATE: 20210423
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: 21846466
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
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03-31-2021
03-31-2021
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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
04-15-2021
0
139
537536
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ABBOTT LABS
COM
002824100
232
1889
SH
SOLE
0
0
1889
ADOBE SYSTEMS INCORPORATED
COM
00724F101
11171
21698
SH
SOLE
0
0
21698
AGNC INVT CORP
COM
00123Q104
402
23367
SH
SOLE
0
0
23367
ALPHABET INC
CAP STK CL A
02079K305
11910
5283
SH
SOLE
0
0
5283
ALPHABET INC
CAP STK CL C
02079K107
603
266
SH
SOLE
0
0
266
AMAZON COM INC
COM
023135106
11339
3335
SH
SOLE
0
0
3335
AMERICAN ELEC PWR CO INC
COM
025537101
4123
47542
SH
SOLE
0
0
47542
AMERICAN TOWER CORP NEW
COM
03027X100
10912
44903
SH
SOLE
0
0
44903
AMGEN INC
COM
031162100
6806
27229
SH
SOLE
0
0
27229
ANAVEX LIFE SCIENCES CORP
COM NEW
032797300
272
20261
SH
SOLE
0
0
20261
APPLE INC
COM
037833100
1571
11683
SH
SOLE
0
0
11683
ATLANTIC AMERN CORP
COM
048209100
108
31000
SH
SOLE
0
0
31000
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
349
1306
SH
SOLE
0
0
1306
BJS WHSL CLUB HLDGS INC
COM
05550J101
1985
44716
SH
SOLE
0
0
44716
BK OF AMERICA CORP
COM
060505104
358
9114
SH
SOLE
0
0
9114
BLACKROCK INC
COM
09247X101
7144
8902
SH
SOLE
0
0
8902
BOOKING HOLDINGS INC
COM
09857L108
11331
4713
SH
SOLE
0
0
4713
BOSTON SCIENTIFIC CORP
COM
101137107
3183
80760
SH
SOLE
0
0
80760
BROADCOM INC
COM
11135F101
7097
14635
SH
SOLE
0
0
14635
CIGNA CORP NEW
COM
125523100
2898
11818
SH
SOLE
0
0
11818
CISCO SYS INC
COM
17275R102
5486
106187
SH
SOLE
0
0
106187
CITRIX SYS INC
COM
177376100
2381
17132
SH
SOLE
0
0
17132
COCA COLA CO
COM
191216100
341
6415
SH
SOLE
0
0
6415
COMCAST CORP NEW
CL A
20030N101
2751
51056
SH
SOLE
0
0
51056
COSTAR GROUP INC
COM
22160N109
5111
5643
SH
SOLE
0
0
5643
DISNEY WALT CO
COM
254687106
241
1297
SH
SOLE
0
0
1297
DOCUSIGN INC
COM
256163106
246
1100
SH
SOLE
0
0
1100
DOMINION ENERGY INC
COM
25746U109
2606
33639
SH
SOLE
0
0
33639
DUKE ENERGY CORP NEW
COM NEW
26441C204
259
2625
SH
SOLE
0
0
2625
ELECTRONIC ARTS INC
COM
285512109
2941
20698
SH
SOLE
0
0
20698
EMERSON ELEC CO
COM
291011104
2514
27734
SH
SOLE
0
0
27734
ENBRIDGE INC
COM
29250N105
2567
69878
SH
SOLE
0
0
69878
ENERGY TRANSFER LP
COM UT LTD PTN
29273V100
138
17291
SH
SOLE
0
0
17291
EXXON MOBIL CORP
COM
30231G102
244
4383
SH
SOLE
0
0
4383
FACEBOOK INC
CL A
30303M102
11859
38285
SH
SOLE
0
0
38285
GARMIN LTD
SHS
H2906T109
3433
24760
SH
SOLE
0
0
24760
GENERAL MLS INC
COM
370334104
2002
32998
SH
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0
0
32998
GENUINE PARTS CO
COM
372460105
7137
61533
SH
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0
0
61533
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
1805
50070
SH
SOLE
0
0
50070
HOME DEPOT INC
COM
437076102
484
1510
SH
SOLE
0
0
1510
IDEANOMICS INC
COM
45166V106
47
17500
SH
SOLE
0
0
17500
ILLUMINA INC
COM
452327109
10056
24943
SH
SOLE
0
0
24943
INTERNATIONAL BUSINESS MACHS
COM
459200101
275
2095
SH
SOLE
0
0
2095
INTERPUBLIC GROUP COS INC
COM
460690100
1575
53331
SH
SOLE
0
0
53331
INVESCO EXCH TRADED FD TR II
FTSE RAFI DEV
46138E743
3608
76586
SH
SOLE
0
0
76586
INVESCO QQQ TR
UNIT SER 1
46090E103
464
1362
SH
SOLE
0
0
1362
ISHARES TR
20 YR TR BD ETF
464287432
4881
35247
SH
SOLE
0
0
35247
ISHARES TR
CORE S&P SCP ETF
464287804
12233
112345
SH
SOLE
0
0
112345
ISHARES TR
CORE S&P500 ETF
464287200
298
720
SH
SOLE
0
0
720
ISHARES TR
EAFE SML CP ETF
464288273
660
8855
SH
SOLE
0
0
8855
ISHARES TR
MSCI EAFE ETF
464287465
325
4169
SH
SOLE
0
0
4169
ISHARES TR
MSCI EAFE MIN VL
46429B689
10500
141317
SH
SOLE
0
0
141317
ISHARES TR
MSCI INTL QUALTY
46434V456
723
19117
SH
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0
0
19117
ISHARES TR
MSCI USA MIN VOL
46429B697
227
3196
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3196
ISHARES TR
NATIONAL MUN ETF
464288414
8643
74191
SH
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0
0
74191
ISHARES TR
PHLX SEMICND ETF
464287523
218
494
SH
SOLE
0
0
494
ISHARES TR
SHRT NAT MUN ETF
464288158
416
3858
SH
SOLE
0
0
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ISHARES U S ETF TR
BLACKROCK ST MAT
46431W507
1853
36936
SH
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0
0
36936
JOHNSON & JOHNSON
COM
478160104
6996
43869
SH
SOLE
0
0
43869
JPMORGAN CHASE & CO
COM
46625H100
807
5238
SH
SOLE
0
0
5238
KEURIG DR PEPPER INC
COM
49271V100
7191
203254
SH
SOLE
0
0
203254
KIMBERLY-CLARK CORP
COM
494368103
1867
13607
SH
SOLE
0
0
13607
LAM RESEARCH CORP
COM
512807108
12186
18894
SH
SOLE
0
0
18894
LOWES COS INC
COM
548661107
9198
46055
SH
SOLE
0
0
46055
LPL FINL HLDGS INC
COM
50212V100
2997
20538
SH
SOLE
0
0
20538
MASCO CORP
COM
574599106
2929
46643
SH
SOLE
0
0
46643
MASTERCARD INCORPORATED
CL A
57636Q104
11334
29975
SH
SOLE
0
0
29975
MERCADOLIBRE INC
COM
58733R102
440
275
SH
SOLE
0
0
275
METLIFE INC
COM
59156R108
2204
35527
SH
SOLE
0
0
35527
MICROSOFT CORP
COM
594918104
8728
33767
SH
SOLE
0
0
33767
MICROSOFT CORP
COM
594918104
28
300
SH
Call
SOLE
0
0
300
MONDELEZ INTL INC
CL A
609207105
2026
34518
SH
SOLE
0
0
34518
MONGODB INC
CL A
60937P106
284
900
SH
SOLE
0
0
900
MONGODB INC
CL A
60937P106
23
100
SH
Call
SOLE
0
0
100
NASDAQ INC
COM
631103108
3406
21567
SH
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0
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21567
NETEASE INC
SPONSORED ADS
64110W102
3051
28728
SH
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0
0
28728
NOVARTIS AG
SPONSORED ADR
66987V109
4521
52194
SH
SOLE
0
0
52194
NVIDIA CORPORATION
COM
67066G104
707
1127
SH
SOLE
0
0
1127
NXP SEMICONDUCTORS N V
COM
N6596X109
7912
39170
SH
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0
0
39170
OREILLY AUTOMOTIVE INC
COM
67103H107
10701
20763
SH
SOLE
0
0
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OSHKOSH CORP
COM
688239201
1027
8559
SH
SOLE
0
0
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PAYCOM SOFTWARE INC
COM
70432V102
312
800
SH
SOLE
0
0
800
PAYPAL HLDGS INC
COM
70450Y103
11295
41008
SH
SOLE
0
0
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PEPSICO INC
COM
713448108
2434
17018
SH
SOLE
0
0
17018
PFIZER INC
COM
717081103
3329
89588
SH
SOLE
0
0
89588
PHILIP MORRIS INTL INC
COM
718172109
2124
23397
SH
SOLE
0
0
23397
PPL CORP
COM
69351T106
1940
67576
SH
SOLE
0
0
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PROCTER AND GAMBLE CO
COM
742718109
2495
18465
SH
SOLE
0
0
18465
PRUDENTIAL FINL INC
COM
744320102
221
2324
SH
SOLE
0
0
2324
REALTY INCOME CORP
COM
756109104
6919
104828
SH
SOLE
0
0
104828
SALESFORCE COM INC
COM
79466L302
6937
29899
SH
SOLE
0
0
29899
SANDSTORM GOLD LTD
COM NEW
80013R206
80
10510
SH
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EMRG MKTEQ ETF
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258
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SCHWAB STRATEGIC TR
INTL SCEQT ETF
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3744
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SH
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0
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SCHWAB STRATEGIC TR
SCHWAB FDT US LG
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931
17713
SH
SOLE
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SCHWAB STRATEGIC TR
SCHWAB FDT US SC
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684
13374
SH
SOLE
0
0
13374
SCHWAB STRATEGIC TR
SCHWB FDT EMK LG
808524730
263
8575
SH
SOLE
0
0
8575
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
808524755
546
16702
SH
SOLE
0
0
16702
SCHWAB STRATEGIC TR
SCHWB FDT INT SC
808524748
209
5430
SH
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SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
6771
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SH
SOLE
0
0
132045
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
285
2837
SH
SOLE
0
0
2837
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
3124
22363
SH
SOLE
0
0
22363
SCHWAB STRATEGIC TR
US LCAP VA ETF
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3288
49519
SH
SOLE
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SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
55252
550754
SH
SOLE
0
0
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SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
2546
33288
SH
SOLE
0
0
33288
SCHWAB STRATEGIC TR
US REIT ETF
808524847
369
8676
SH
SOLE
0
0
8676
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
3561
35379
SH
SOLE
0
0
35379
SHOPIFY INC
CL A
82509L107
807
650
SH
SOLE
0
0
650
SONOCO PRODS CO
COM
835495102
1370
21420
SH
SOLE
0
0
21420
SOUTHERN CO
COM
842587107
2215
34848
SH
SOLE
0
0
34848
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3975
9628
SH
SOLE
0
0
9628
SPDR SER TR
S&P 400 MDCP GRW
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1377
17865
SH
SOLE
0
0
17865
SPDR SER TR
S&P 600 SMCP GRW
78464A201
1110
12824
SH
SOLE
0
0
12824
SQUARE INC
CL A
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944
3454
SH
SOLE
0
0
3454
SS&C TECHNOLOGIES HLDGS INC
COM
78467J100
3268
45102
SH
SOLE
0
0
45102
STERIS PLC
SHS USD
G8473T100
2575
12692
SH
SOLE
0
0
12692
TE CONNECTIVITY LTD
REG SHS
H84989104
5803
44151
SH
SOLE
0
0
44151
TESLA INC
COM
88160R101
364
477
SH
SOLE
0
0
477
THE TRADE DESK INC
COM CL A
88339J105
576
797
SH
SOLE
0
0
797
THERMO FISHER SCIENTIFIC INC
COM
883556102
226
466
SH
SOLE
0
0
466
TRUIST FINL CORP
COM
89832Q109
4087
69298
SH
SOLE
0
0
69298
UNITED PARCEL SERVICE INC
CL B
911312106
2159
12031
SH
SOLE
0
0
12031
VALERO ENERGY CORP
COM
91913Y100
6349
90336
SH
SOLE
0
0
90336
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
5616
68295
SH
SOLE
0
0
68295
VANGUARD INDEX FDS
GROWTH ETF
922908736
921
3350
SH
SOLE
0
0
3350
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
1115
8138
SH
SOLE
0
0
8138
VANGUARD INDEX FDS
MID CAP ETF
922908629
24446
106965
SH
SOLE
0
0
106965
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
8533
90049
SH
SOLE
0
0
90049
VANGUARD INDEX FDS
VALUE ETF
922908744
12600
94541
SH
SOLE
0
0
94541
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
320
5825
SH
SOLE
0
0
5825
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
8782
130034
SH
SOLE
0
0
130034
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
609
12038
SH
SOLE
0
0
12038
VANGUARD WHITEHALL FDS
EMERG MKT BD ETF
921946885
299
3808
SH
SOLE
0
0
3808
VERIZON COMMUNICATIONS INC
COM
92343V104
2002
34740
SH
SOLE
0
0
34740
VERTEX PHARMACEUTICALS INC
COM
92532F100
3127
14483
SH
SOLE
0
0
14483
VISA INC
COM CL A
92826C839
237
1073
SH
SOLE
0
0
1073
WALMART INC
COM
931142103
3453
24776
SH
SOLE
0
0
24776
WHEATON PRECIOUS METALS CORP
COM
962879102
294
7164
SH
SOLE
0
0
7164
XPO LOGISTICS INC
COM
983793100
2155
16043
SH
SOLE
0
0
16043