Websterrogers Financial Advisors, LLC Incresed Positions in Q4 2024

Websterrogers Financial Advisors, LLC

  • $281 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
18.3K
+ 15.25%
$49.79 - $51.14 $913K - $938K
139K $6.95M
AAPL
Apple Inc.

Technology
2.33K
+ 51.68%
$221.69 - $259.02 $516K - $603K
6.84K $1.71M
MSFT
Microsoft Corp

Technology
1.41K
+ 160.3%
$406.35 - $454.46 $573K - $640K
2.29K $964K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
326
+ 1.87%
$521.84 - $558.82 $170K - $182K
17.8K $9.59M
AVLV
American Centy ETF Tr Avantis
1.18K
+ 0.39%
$65.51 - $71.22 $77.1K - $83.8K
301K $20.1M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
6.76K
+ 35.67%
$68.25 - $75.42 $461K - $510K
25.7K $1.76M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
6.06K
+ 4.93%
$49.74 - $50.43 $301K - $306K
129K $6.43M
WMT
Walmart Inc.

Consumer Defensive
1.71K
+ 64.24%
$79.1 - $95.7 $135K - $164K
4.37K $395K
PEP
Pepsico Inc

Consumer Defensive
1.34K
+ 97.59%
$151.29 - $176.1 $202K - $235K
2.71K $411K
JNJ
Johnson & Johnson

Healthcare
896
+ 53.49%
$143.34 - $165.86 $128K - $149K
2.57K $371K
NVDA
Nvidia Corp

Technology
85
+ 4.39%
$117.0 - $148.88 $9.95K - $12.7K
2.02K $271K
FLRN
Spdr Bloomberg Investment Grad

ETFs
1.06K
+ 1.27%
$30.67 - $30.84 $32.6K - $32.8K
85.1K $2.61M
VGSH
Vanguard

ETFs
3.2K
+ 1.57%
$58.02 - $58.88 $186K - $189K
207K $12M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.02K
+ 2.08%
$77.86 - $79.27 $79.5K - $80.9K
50.2K $3.91M
VB
Vanguard Small Cap ETF

ETFs
3
+ 0.11%
$233.76 - $261.58 $701 - $785
2.7K $647K
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.28%
$280.04 - $302.45 $840 - $907
1.07K $310K
VUSB
Vanguard Bd Index Fds
2.96K
+ 2.29%
N/A
133K $0
SCHO
Schwab Short Term Us Treasury

ETFs
17.2K
+ 102.69%
$24.06 - $48.88 $414K - $841K
34K $817K
CVX
Chevron Corp

Energy
6
+ 0.38%
$141.15 - $162.53 $847 - $975
1.6K $231K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
542
+ 1.4%
$77.02 - $78.58 $41.7K - $42.6K
39.2K $3.03M
XOM
Exxon Mobil Corp

Energy
1
+ 0.05%
$105.51 - $125.37 $106 - $125
1.88K $201K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.08%
$164.99 - $203.87 $165 - $204
1.33K $237K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
11
+ 0.03%
$40.38 - $44.35 $444 - $488
42.1K $1.72M
SCHP
Schwab Strategic Us Tips ETF

ETFs
20.1K
+ 101.04%
$25.74 - $53.78 $518K - $1.08M
40K $1.03M
DFAX
Dimensional ETF Tr
5
+ 0.03%
$24.76 - $27.04 $124 - $135
19.6K $488K
VGIT
Vanguard Intermediate Term Tre

ETFs
2.53K
+ 2.98%
$57.78 - $60.4 $146K - $153K
87.5K $5.08M
JEPI
J P Morgan Exchange Traded Fd

ETFs
344
+ 0.81%
$57.53 - $60.83 $19.8K - $20.9K
42.7K $2.45M
VCIT
Vanguard Intermediate Term Cor

ETFs
815
+ 1.91%
$80.13 - $83.77 $65.3K - $68.3K
43.5K $3.49M
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
2.21K
+ 2.54%
$18.1 - $19.97 $39.9K - $44.1K
89.1K $1.62M
VNQI
Vanguard Global Ex U.S. Real

ETFs
416
+ 1.54%
$39.22 - $47.52 $16.3K - $19.8K
27.5K $1.09M
AVDE
American Centy ETF Tr Avantis

ETFs
15.1K
+ 7.63%
$60.9 - $66.69 $919K - $1.01M
213K $13.1M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.94K
+ 1.5%
$45.17 - $47.23 $133K - $139K
198K $8.99M
VNQ
Vanguard Specialized Funds Van

ETFs
330
+ 1.0%
$87.85 - $98.6 $29K - $32.5K
33.3K $2.97M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
2.02K
+ 2.54%
$74.68 - $81.45 $151K - $164K
81.5K $6.09M
VGLT
Vanguard Long Term Treasury Et

ETFs
2.53K
+ 1.95%
$55.1 - $61.74 $139K - $156K
133K $7.34M
AVIV
American Centy ETF Tr Avantis
551
+ 0.28%
$51.24 - $55.81 $28.2K - $30.8K
199K $10.3M
AVEM
American Centy ETF Tr Avantis

ETFs
2.25K
+ 1.04%
$58.59 - $66.14 $132K - $149K
219K $12.8M
DIHP
Dimensional ETF Tr Dimensional

ETFs
3.59K
+ 0.66%
$25.15 - $27.57 $90.4K - $99.1K
545K $13.7M
Activity Summary
Buys All Purchases 53 New Holdings 14 Increased Positions 39 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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