CHIEF COMPLIANCE OFFICER

0001221073-23-000013.txt : 20230127 0001221073-23-000013.hdr.sgml : 20230127 20230127172237 ACCESSION NUMBER: 0001221073-23-000013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230127 DATE AS OF CHANGE: 20230127 EFFECTIVENESS DATE: 20230127 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: 23564380 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 X0202 13F-HR LIVE false false false 0001769063 XXXXXXXX 12-31-2022 12-31-2022 false Foster Victor Wealth Advisors, LLC

10 TOY STREET, SUITE 200 GREENVILLE SC 29601

13F HOLDINGS REPORT 028-19436 000283656 801-107775 N KYLIE FELKER CHIEF COMPLIANCE OFFICER 864-720-2000 /s/KYLIE FELKER GREENVILLE SC 01-16-2023 0 161 785660633 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 BBG001S5N9M6 1047116 9322 SH SOLE 0 0 9322 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 445194 2673 SH SOLE 0 0 2673 ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 13131979 39465 SH SOLE 0 0 39465 AEYE INC CL A COM 008183105 BBG00YQ7K6F9 7707 14000 SH SOLE 0 0 14000 AGNC INVT CORP COM 00123Q104 BBG001T074G2 332486 30644 SH SOLE 0 0 30644 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 11010692 126067 SH SOLE 0 0 126067 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 603720 6848 SH SOLE 0 0 6848 AMAZON COM INC COM 023135106 BBG001S5PQL7 13170412 153002 SH SOLE 0 0 153002 AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 7971028 82576 SH SOLE 0 0 82576 AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 12898543 59032 SH SOLE 0 0 59032 AMGEN INC COM 031162100 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18763 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 BBG0051J0PJ9 1127510 20575 SH SOLE 0 0 20575 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 BBG0051NXNX3 294652 6122 SH SOLE 0 0 6122 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 BBG0051K49J8 301923 10024 SH SOLE 0 0 10024 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 4091319 84427 SH SOLE 0 0 84427 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 404759 8906 SH SOLE 0 0 8906 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 355920 4585 SH SOLE 0 0 4585 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 2510468 45340 SH SOLE 0 0 45340 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 50219646 1097218 SH SOLE 0 0 1097218 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 202247 3006 SH SOLE 0 0 3006 SCHWAB STRATEGIC TR US REIT ETF 808524847 BBG001V039G2 374890 19040 SH SOLE 0 0 19040 SCHWAB STRATEGIC TR US TIPS ETF 808524870 BBG001T9F777 216744 4135 SH SOLE 0 0 4135 SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 482211 2045 SH SOLE 0 0 2045 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 BBG00RRGP4W4 247017 21185 SH SOLE 0 0 21185 SONOCO PRODS CO COM 835495102 BBG001S7M9F1 1290688 21461 SH SOLE 0 0 21461 SOUTHERN CO COM 842587107 BBG001S5W777 4388417 61265 SH SOLE 0 0 61265 SOUTHERN FIRST BANCSHARES COM 842873101 BBG001SD2Z08 291375 6536 SH SOLE 0 0 6536 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 519989 1340 SH SOLE 0 0 1340 SPDR SER TR PORTFOLIO INTRMD 78464A375 BBG001T2HCY9 3971663 123076 SH SOLE 0 0 123076 SPDR SER TR PORTFOLIO LN TSR 78464A664 BBG001STKCY7 5761188 188644 SH SOLE 0 0 188644 SPDR SER TR S&P 400 MDCP GRW 78464A821 BBG001SPTBN0 969661 14630 SH SOLE 0 0 14630 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 848914 11542 SH SOLE 0 0 11542 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 BBG001STPPK8 9289806 173966 SH SOLE 0 0 173966 STARBUCKS CORP COM 855244109 BBG001S72KH6 228986 2146 SH SOLE 0 0 2146 STERIS PLC SHS USD G8473T100 BBG00MRHG532 7571249 39485 SH SOLE 0 0 39485 STRYVE FOODS INC CLASS A COM 863685103 BBG00MNTKT06 27834 35000 SH SOLE 0 0 35000 SURGERY PARTNERS INC COM 86881A100 BBG009T0TKW7 225504 8100 SH SOLE 0 0 8100 T STAMP INC CL A NEW 873048300 BBG00FB4Y6T3 6670 12840 SH SOLE 0 0 12840 TE CONNECTIVITY LTD SHS H84989104 BBG001STLRP3 10942640 90886 SH SOLE 0 0 90886 TESLA INC COM 88160R101 BBG001SQKGD7 541331 4788 SH SOLE 0 0 4788 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 242863 454 SH SOLE 0 0 454 TJX COS INC NEW COM 872540109 BBG001S5WQ93 243776 2947 SH SOLE 0 0 2947 TRUIST FINL CORP COM 89832Q109 BBG001S5YYC0 8477156 184849 SH SOLE 0 0 184849 UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 BBG001SG1LP6 279713 39959 SH SOLE 0 0 39959 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 4220803 23586 SH SOLE 0 0 23586 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 481670 983 SH SOLE 0 0 983 VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 14372188 112670 SH SOLE 0 0 112670 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 1264515 5905 SH SOLE 0 0 5905 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 BBG001SRN7W1 599432 4297 SH SOLE 0 0 4297 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 21998837 105871 SH SOLE 0 0 105871 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 7888555 93500 SH SOLE 0 0 93500 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 21462841 149671 SH SOLE 0 0 149671 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 13179867 263334 SH SOLE 0 0 263334 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 BBG001T62M92 3355323 56439 SH SOLE 0 0 56439 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 378600 5000 SH SOLE 0 0 5000 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 756270 17378 SH SOLE 0 0 17378 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 292445 6932 SH SOLE 0 0 6932 VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 3842961 13242 SH SOLE 0 0 13242 WALMART INC COM 931142103 BBG001S5XH92 10081368 68684 SH SOLE 0 0 68684 XPO INC COM 983793100 BBG001SJW3C0 3021145 83944 SH SOLE 0 0 83944