CHIEF COMPLIANCE OFFICER

0001221073-23-000029.txt : 20230420 0001221073-23-000029.hdr.sgml : 20230420 20230420114828 ACCESSION NUMBER: 0001221073-23-000029 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230420 DATE AS OF CHANGE: 20230420 EFFECTIVENESS DATE: 20230420 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: 23832039 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 028-19436 03-31-2023 03-31-2023 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 04-20-2023 0 162 824779443 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 1134940 11040 SH SOLE 0 0 11040 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 453406 2838 SH SOLE 0 0 2838 ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 15564682 40412 SH SOLE 0 0 40412 AEYE INC CL A COM 008183105 BBG00YQ7K6F9 4340 14000 SH SOLE 0 0 14000 AGNC INVT CORP COM 00123Q104 BBG001T074G2 320988 31624 SH SOLE 0 0 31624 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 14929616 142567 SH SOLE 0 0 142567 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 792079 7535 SH SOLE 0 0 7535 AMAZON COM INC COM 023135106 BBG001S5PQL7 16846137 162060 SH SOLE 0 0 162060 AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 8018901 87955 SH SOLE 0 0 87955 AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 13417323 65949 SH SOLE 0 0 65949 AMGEN 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165653 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 14481318 39795 SH SOLE 0 0 39795 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 808421 3765 SH SOLE 0 0 3765 METLIFE INC COM 59156R108 BBG001S5T3R8 6296118 109612 SH SOLE 0 0 109612 MICROSOFT CORP COM 594918104 BBG001S5TD05 13618841 47423 SH SOLE 0 0 47423 MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 4677873 66334 SH SOLE 0 0 66334 NASDAQ INC COM 631103108 BBG001SKTBJ6 9187220 167956 SH SOLE 0 0 167956 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 228718 2964 SH SOLE 0 0 2964 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 205225 1001 SH SOLE 0 0 1001 NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 11115052 118903 SH SOLE 0 0 118903 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 733365 2671 SH SOLE 0 0 2671 NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 9946201 56474 SH SOLE 0 0 56474 ORACLE CORP COM 68389X105 BBG001S5SJG6 319168 3395 SH SOLE 0 0 3395 OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 13072926 15123 SH SOLE 0 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STRATEGIC TR US TIPS ETF 808524870 BBG001T9F777 215147 4000 SH SOLE 0 0 4000 SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 452955 2029 SH SOLE 0 0 2029 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 BBG00RRGP4W4 253166 29925 SH SOLE 0 0 29925 SONOCO PRODS CO COM 835495102 BBG001S7M9F1 1293080 21696 SH SOLE 0 0 21696 SOUTHERN CO COM 842587107 BBG001S5W777 4547025 65303 SH SOLE 0 0 65303 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 502469 1230 SH SOLE 0 0 1230 SPDR SER TR PORTFOLIO INTRMD 78464A375 BBG001T2HCY9 3952723 121212 SH SOLE 0 0 121212 SPDR SER TR PORTFOLIO LN TSR 78464A664 BBG001STKCY7 5932008 190556 SH SOLE 0 0 190556 SPDR SER TR S&P 400 MDCP GRW 78464A821 BBG001SPTBN0 928254 13772 SH SOLE 0 0 13772 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 812242 11253 SH SOLE 0 0 11253 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 BBG001STPPK8 10114790 181431 SH SOLE 0 0 181431 STARBUCKS CORP COM 855244109 BBG001S72KH6 231241 2223 SH SOLE 0 0 2223 STERIS PLC SHS USD G8473T100 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SOLE 0 0 4369 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 4552113 21858 SH SOLE 0 0 21858 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 2064084 25089 SH SOLE 0 0 25089 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 42680751 309191 SH SOLE 0 0 309191 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 13115478 258484 SH SOLE 0 0 258484 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 BBG001T62M92 3424875 56731 SH SOLE 0 0 56731 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 382150 5000 SH SOLE 0 0 5000 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 760574 16705 SH SOLE 0 0 16705 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 BBG00C863MQ1 4375304 59030 SH SOLE 0 0 59030 VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 353195 923 SH SOLE 0 0 923 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 255694 6449 SH SOLE 0 0 6449 VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 4326419 13760 SH SOLE 0 0 13760 VISA 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