Websterrogers Financial Advisors, LLC Portfolio Holdings by Sector

Websterrogers Financial Advisors, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs AVUS VUG DIHP AVEM DUHP AVDE VGSH DFAC 46 stocks	$235,888 97.26% of portfolio	16	26	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,049 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ ABBV 3 stocks	$976 0.4% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON 1 stocks	$969 0.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services PDT 1 stocks	$689 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$453 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$378 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MFC 1 stocks	$355 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC 1 stocks	$308 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$302 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$285 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$235 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$232 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$214 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$207 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts

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