0001221073-19-000096.txt : 20191011 0001221073-19-000096.hdr.sgml : 20191011 20191011150048 ACCESSION NUMBER: 0001221073-19-000096 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191011 DATE AS OF CHANGE: 20191011 EFFECTIVENESS DATE: 20191011 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: 191148037 BUSINESS ADDRESS: STREET 1: 10 S. ACADEMY STREET. SUITE 250 CITY: GREENVILLE STATE: SC ZIP: 29601 BUSINESS PHONE: 864-720-2000 MAIL ADDRESS: STREET 1: 10 S. ACADEMY STREET. SUITE 250 CITY: GREENVILLE STATE: SC ZIP: 29601 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001769063 XXXXXXXX 09-30-2019 09-30-2019 Foster Victor Wealth Advisors, LLC
10 S. ACADEMY STREET. SUITE 250 GREENVILLE SC 29601
13F HOLDINGS REPORT 028-19436 N
KYLIE FELKER CHIEF COMPLIANCE OFFICER 864 720-2000 /s/KYLIE FELKER GREENVILLE SC 10-09-2019 0 101 179784 false
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ADOBE INCCOM00724F10121167643SHSOLE 007643ALPHABET INCCAP STK CL A02079K30522731881SHSOLE 001881ALPHABET INCCAP STK CL C02079K107281233SHSOLE 00233ALPHABET INCCAP STK CL C02079K10751100SHCallSOLE 00100ALTRIA GROUP INCCOM02209S103193745936SHSOLE 0045936AMAZON COM INCCOM02313510632871897SHSOLE 001897AMERICAN ELEC PWR CO INCCOM025537101164017497SHSOLE 0017497AMERICAN TOWER CORP NEWCOM03027X100233710376SHSOLE 0010376AMERICAN TOWER CORP NEWCOM03027X10039300SHCallSOLE 00300AMERISOURCEBERGEN CORPCOM03073E1057829555SHSOLE 009555AMGEN INCCOM031162100267013544SHSOLE 0013544ANAVEX LIFE SCIENCES CORPCOM NEW0327973007625028SHSOLE 0025028APPLE INCCOM0378331007883472SHSOLE 003472APPLE INCCOM03783310015100SHCallSOLE 00100ARISTA NETWORKS INCCOM040413106208900SHSOLE 00900ARISTA NETWORKS INCCOM0404131066200SHCallSOLE 00200BANK AMER CORPCOM0605051042739655SHSOLE 009655BB&T CORPCOM054937107165932144SHSOLE 0032144BERKSHIRE HATHAWAY INC DELCL B NEW0846707025212514SHSOLE 002514BLACKROCK INCCOM09247X10114583445SHSOLE 003445BOOKING HLDGS INCCOM09857L10820961074SHSOLE 001074BROADCOM INCCOM11135F10125489228SHSOLE 009228CERNER CORPCOM156782104115117363SHSOLE 0017363COCA COLA COCOM1912161002845267SHSOLE 005267DISNEY WALT COCOM DISNEY2546871062571960SHSOLE 001960DOMINION ENERGY INCCOM25746U109111313713SHSOLE 0013713DUKE ENERGY CORP NEWCOM NEW26441C2043703814SHSOLE 003814EMERSON ELEC COCOM291011104100315563SHSOLE 0015563ENBRIDGE INCCOM29250N105113132494SHSOLE 0032494FACEBOOK INCCL A30303M102271615116SHSOLE 0015116FIDELITY COVINGTON TRMSCI CONSM DIS31609220445910173SHSOLE 0010173GENERAL ELECTRIC COCOM36960410312714850SHSOLE 0014850GENERAL MLS INCCOM37033410486515866SHSOLE 0015866GENUINE PARTS COCOM372460105250826524SHSOLE 0026524HOME DEPOT INCCOM4370761023581579SHSOLE 001579HUBBELL INCCOM4435106076024656SHSOLE 004656ILLUMINA INCCOM45232710923287719SHSOLE 007719ISHARES SILVER TRUSTISHARES46428Q1091489076SHSOLE 009076ISHARES SILVER TRUSTISHARES46428Q109820000SHCallSOLE 0020000ISHARES TRCORE S&P500 ETF464287200208706SHSOLE 00706ISHARES TRMIN VOL EAFE ETF46429B689415856947SHSOLE 0056947ISHARES TRMSCI MIN VOL ETF46429B6972153371SHSOLE 003371JOHNSON & JOHNSONCOM478160104267120057SHSOLE 0020057JP MORGAN EXCHANGE TRADED FDDIVERSFD EQT ETF46641Q84513461452007SHSOLE 00452007JP MORGAN EXCHANGE TRADED FDDIVERSFED RTRN46641Q88618172277169SHSOLE 00277169JP MORGAN EXCHANGE TRADED FDJPMORGAN DIVER46641Q40718243244217SHSOLE 00244217JPMORGAN CHASE & COCOM46625H1005955199SHSOLE 005199KEURIG DR PEPPER INCCOM49271V100246189574SHSOLE 0089574LAM RESEARCH CORPCOM512807108249210735SHSOLE 0010735LOWES COS INCCOM548661107181816799SHSOLE 0016799MASTERCARD INCCL A57636Q10423818746SHSOLE 008746MERCADOLIBRE INCCOM58733R102206376SHSOLE 00376MERCADOLIBRE INCCOM58733R10277200SHCallSOLE 00200METLIFE INCCOM59156R10881218054SHSOLE 0018054MICROSOFT CORPCOM5949181043732723SHSOLE 002723NVIDIA CORPCOM67066G1043051652SHSOLE 001652NXP SEMICONDUCTORS N VCOMN6596X109165615338SHSOLE 0015338O REILLY AUTOMOTIVE INC NEWCOM67103H10721255463SHSOLE 005463PEPSICO INCCOM71344810810737759SHSOLE 007759PFIZER INCCOM717081103138738719SHSOLE 0038719PHILIP MORRIS INTL INCCOM71817210996912555SHSOLE 0012555PIMCO DYNMIC CREDIT AND MRTCOM SHS72202D1062108500SHSOLE 008500PPL CORPCOM69351T10680326068SHSOLE 0026068PROCTER & GAMBLE COCOM742718109129310526SHSOLE 0010526REALTY INCOME CORPCOM756109104277035597SHSOLE 0035597SCHWAB STRATEGIC TREMRG MKTEQ ETF8085247062078258SHSOLE 008258SCHWAB STRATEGIC TRSCHWAB FDT US LG80852477169317874SHSOLE 0017874SCHWAB STRATEGIC TRSCHWAB FDT US SC80852476348012960SHSOLE 0012960SCHWAB STRATEGIC TRSCHWB FDT EMK LG8085247302047497SHSOLE 007497SCHWAB STRATEGIC TRSCHWB FDT INT LG80852475540514987SHSOLE 0014987SCHWAB STRATEGIC TRSHT TM US TRES808524862290957442SHSOLE 0057442SCHWAB STRATEGIC TRUS LCAP GR ETF808524300324038719SHSOLE 0038719SCHWAB STRATEGIC TRUS LCAP VA ETF80852440919735354687SHSOLE 00354687SCHWAB STRATEGIC TRUS LRG CAP ETF808524201185026399SHSOLE 0026399SCHWAB STRATEGIC TRUS MID-CAP ETF808524508508991629SHSOLE 0091629SCHWAB STRATEGIC TRUS REIT ETF8085248473096557SHSOLE 006557SCHWAB STRATEGIC TRUS SML CAP ETF808524607185427099SHSOLE 0027099SHOPIFY INCCL A82509L10798300SHSOLE 00300SHOPIFY INCCL A82509L1072341000SHCallSOLE 001000SOUTHERN COCOM84258710796915652SHSOLE 0015652SPDR INDEX SHS FDSDJ GLB RL ES ETF78463X749170332768SHSOLE 0032768SPDR SERIES TRUSTPORTFOLIO INTRMD78464A375167347333SHSOLE 0047333SPDR SERIES TRUSTS&P 400 MDCP GRW78464A8214899242SHSOLE 009242SQUARE INCCL A8522341033044881SHSOLE 004881SQUARE INCCL A8522341039500SHCallSOLE 00500THE TRADE DESK INCCOM CL A88339J1053101600SHSOLE 001600THE TRADE DESK INCCOM CL A88339J10514100SHCallSOLE 00100UNITED PARCEL SERVICE INCCL B9113121069007786SHSOLE 007786VALERO ENERGY CORP NEWCOM91913Y100268632204SHSOLE 0032204VANGUARD INDEX FDSGROWTH ETF9229087367184344SHSOLE 004344VANGUARD INDEX FDSMCAP VL IDXVIP9229085128377570SHSOLE 007570VANGUARD INDEX FDSVALUE ETF9229087442202006SHSOLE 002006VANGUARD MUN BD FD INCTAX EXEMPT BD9229077462755128SHSOLE 005128VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF92194385845211187SHSOLE 0011187VANGUARD WHITEHALL FDS INCEMERG MKT BD ETF9219468853043779SHSOLE 003779VERIZON COMMUNICATIONS INCCOM92343V10498916423SHSOLE 0016423VISA INCCOM CL A92826C8392791598SHSOLE 001598VULCAN MATLS COCOM929160109193313092SHSOLE 0013092WALMART INCCOM9311421032101788SHSOLE 001788WELLS FARGO CO NEWCOM94974610194219305SHSOLE 0019305WELLTOWER INCCOM95040Q104283830999SHSOLE 0030999