Websterrogers Financial Advisors, LLC Reduced Holdings in Q3 2025

Websterrogers Financial Advisors, LLC

  • $327 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-1.09K
- 4.47%
$67.48 - $71.55 $73.4K - $77.8K
23.2K $1.64M
LLY
Eli Lilly & CO

Healthcare
-27
- 8.71%
$625.65 - $812.69 $16.9K - $21.9K
283 $215K
AON
Aon PLC

Financial Services
-66
- 2.43%
$350.91 - $375.27 $23.2K - $24.8K
2.65K $943K
VO
Vanguard Mid Cap ETF

ETFs
-75
- 9.89%
$279.83 - $293.74 $21K - $22K
683 $200K
AVSF
American Centy ETF Tr Avantis

ETFs
-67
- 0.94%
$46.71 - $47.3 $3.13K - $3.17K
7.09K $334K
PEP
Pepsico Inc

Consumer Defensive
-53
- 1.96%
$133.81 - $152.16 $7.09K - $8.06K
2.65K $372K
PSX
Phillips 66

Energy
-28
- 1.66%
$118.37 - $139.46 $3.31K - $3.9K
1.66K $225K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.67K
- 4.02%
$41.91 - $44.87 $70K - $74.9K
39.9K $1.78M
DFAX
Dimensional ETF Tr
-31
- 0.2%
$29.25 - $31.56 $907 - $978
15.2K $477K
BAC
Bank Of America Corp

Financial Services
-4
- 0.05%
$44.92 - $52.42 $180 - $210
7.77K $401K
DFAT
Dimensional ETF Tr U S Target

ETFs
-803
- 3.26%
$53.36 - $59.69 $42.8K - $47.9K
23.8K $1.39M
AVLV
American Centy ETF Tr Avantis
-8K
- 4.18%
$68.33 - $72.69 $547K - $582K
183K $13.3M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.05K
- 1.87%
$67.01 - $72.84 $70.6K - $76.8K
55.2K $4M
AAPL
Apple Inc.

Technology
-167
- 2.7%
$202.38 - $256.87 $33.8K - $42.9K
6.03K $1.53M
VUG
Vanguard Growth ETF

ETFs
-5.12K
- 7.61%
$433.97 - $484.08 $2.22M - $2.48M
62.1K $29.8M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-1.52K
- 0.59%
$29.65 - $31.77 $44.9K - $48.2K
254K $8.04M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-3.8K
- 1.54%
$36.04 - $38.78 $137K - $147K
243K $9.38M
AVEM
American Centy ETF Tr Avantis

ETFs
-9.6K
- 4.52%
$68.33 - $75.41 $656K - $724K
203K $15.2M
AVDE
American Centy ETF Tr Avantis

ETFs
-3.06K
- 1.49%
$73.24 - $79.04 $224K - $242K
203K $16M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-36
- 0.2%
$567.77 - $614.76 $20.4K - $22.1K
18.1K $11.1M
AVIV
American Centy ETF Tr Avantis
-2.87K
- 1.38%
$61.83 - $67.44 $177K - $194K
205K $13.8M
AVUS
American Centy ETF Tr Avantis

ETFs
-4.27K
- 1.63%
$101.2 - $109.16 $432K - $466K
258K $28.1M
Activity Summary
Buys All Purchases 37 New Holdings 5 Increased Positions 32 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Websterrogers Financial Advisors, LLC Portfolio

Follow Websterrogers Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Websterrogers Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Websterrogers Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email