Websterrogers Financial Advisors, LLC Portfolio Holdings
Websterrogers Financial Advisors, LLC
- $281 Million
- Q4 2024
Websterrogers Financial Advisors, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $281 Million distributed in 81 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 $26.3M, Vanguard Growth ETF with a value of $26.3M, American Centy ETF Tr Avantis with a value of $20.1M, Dimensional ETF Tr Dimensional with a value of $13.7M, and Dimensional ETF Tr Dimensional with a value of $13.4M.
Examining the 13F form we can see an increase of $2.09M in the current position value, from $279M to 281M.
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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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