Websterrogers Financial Advisors, LLC Portfolio Holdings
Websterrogers Financial Advisors, LLC
- $279 Million
- Q3 2024
Websterrogers Financial Advisors, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $279 Million distributed in 68 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $25.9M, Vanguard Growth ETF with a value of $24.7M, American Centy ETF Tr Avantis with a value of $19.7M, Dimensional ETF Tr Dimensional with a value of $15M, and American Centy ETF Tr Avantis with a value of $14M.
Examining the 13F form we can see an increase of $5.61M in the current position value, from $274M to 279M.
Below you can find more details about Websterrogers Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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