Websterrogers Financial Advisors, LLC Portfolio Holdings
Websterrogers Financial Advisors, LLC
- $274 Million
- Q1 2024
Websterrogers Financial Advisors, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $274 Million distributed in 74 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 $30.4M, Vanguard Growth ETF with a value of $21.6M, American Centy ETF Tr Avantis with a value of $19.3M, American Centy ETF Tr Avantis 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 $41M in the current position value, from $233M to 274M.
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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