Websterrogers Financial Advisors, LLC Reduced Holdings in Q1 2025

Websterrogers Financial Advisors, LLC

  • $288 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVLV
American Centy ETF Tr Avantis
-110K
- 36.41%
$63.51 - $70.42 $6.96M - $7.71M
191K $12.4M
AVUS
American Centy ETF Tr Avantis

ETFs
-5.23K
- 1.93%
$90.7 - $101.57 $474K - $531K
266K $24.4M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-25.5K
- 9.32%
$32.42 - $36.13 $826K - $920K
248K $8.13M
AVSC
American Centy ETF Tr Avantis
-513
- 0.52%
$48.08 - $56.12 $24.7K - $28.8K
97.6K $4.73M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-151
- 0.85%
$507.05 - $563.67 $76.6K - $85.1K
17.6K $9.02M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-3.98K
- 1.0%
$32.57 - $35.82 $130K - $142K
393K $12.9M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.35K
- 2.34%
$59.61 - $66.71 $80.5K - $90.1K
56.4K $3.39M
AAPL
Apple Inc.

Technology
-386
- 5.65%
$209.68 - $247.1 $80.9K - $95.4K
6.45K $1.43M
VGSH
Vanguard

ETFs
-6.47K
- 3.12%
$58.07 - $58.68 $375K - $379K
201K $11.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3.96K
- 10.11%
$76.94 - $78.24 $305K - $310K
35.2K $2.76M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-3.34K
- 24.69%
$73.78 - $76.59 $246K - $256K
10.2K $777K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-22
- 0.57%
$468.34 - $539.52 $10.3K - $11.9K
3.86K $1.81M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-2.4K
- 10.16%
$47.35 - $48.24 $113K - $116K
21.2K $1.01M
LLY
Eli Lilly & CO

Healthcare
-174
- 35.95%
$725.72 - $929.72 $126K - $162K
310 $256K
MSFT
Microsoft Corp

Technology
-7
- 0.31%
$375.39 - $447.2 $2.63K - $3.13K
2.28K $856K
AVEM
American Centy ETF Tr Avantis

ETFs
-7.12K
- 3.26%
$57.11 - $62.4 $407K - $444K
211K $12.8M
DFAX
Dimensional ETF Tr
-4.42K
- 22.48%
$24.45 - $27.2 $108K - $120K
15.2K $402K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.65K
- 3.28%
$77.7 - $78.94 $128K - $130K
48.5K $3.83M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-132
- 1.0%
$58.81 - $68.2 $7.76K - $9K
13.1K $780K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-19K
- 6.95%
$23.92 - $26.89 $453K - $510K
254K $6.64M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-1.36K
- 5.3%
$66.9 - $71.57 $91.2K - $97.5K
24.3K $1.7M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-1.25K
- 0.97%
$49.75 - $50.27 $62.2K - $62.9K
128K $6.37M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-989
- 0.8%
$50.72 - $50.92 $50.2K - $50.4K
123K $6.24M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-546
- 1.3%
$39.96 - $43.3 $21.8K - $23.6K
41.5K $1.7M
VO
Vanguard Mid Cap ETF

ETFs
-56
- 6.73%
$251.87 - $277.95 $14.1K - $15.6K
776 $199K
ADI
Analog Devices Inc

Technology
-37
- 3.46%
$201.56 - $243.82 $7.46K - $9.02K
1.03K $208K
VUSB
Vanguard Bd Index Fds
-49.2K
- 37.11%
N/A
83.4K $0
MCD
Mcdonalds Corp

Consumer Cyclical
-23
- 2.04%
$279.74 - $321.29 $6.43K - $7.39K
1.1K $344K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-11.7K
- 2.15%
$25.1 - $27.85 $294K - $327K
533K $14.5M
AVDE
American Centy ETF Tr Avantis

ETFs
-2.67K
- 1.26%
$60.63 - $68.55 $162K - $183K
210K $14.1M
Activity Summary
Buys All Purchases 27 New Holdings 3 Increased Positions 24 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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