WEBSTERROGERS FINANCIAL ADVISORS, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    florence, SC
  • CIK
    0001841757
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

81

$287.95M
AVUS, VUG, AVLV, DIHP
13F-HR
Jan 14, 2025
000172554725000085

68

$285.76M
AVUS, VUG, AVLV, DIHP
13F-HR
Oct 15, 2024
000172554724005911

68

$280.74M
AVUS, VUG, AVLV, DIHP
13F-HR
Jul 12, 2024
000172554724003167

74

$281.22M
AVUS, VUG, AVLV, AVDE
13F-HR
May 14, 2024
000172554724002140

71

$239.82M
AVUS, BSV, AVLV, DUHP
13F-HR
Feb 14, 2024
000172554724000520

63

$227.40M
AVUS, BIV, AVLV, VUG
13F-HR
Nov 1, 2023
000172554723001687

60

$229.63M
AVUS, AVLV, BIV, AVDE
13F-HR
Jul 26, 2023
000172554723000154

60

$217.40M
AVUS, BIV, AVDE, AVLV
13F-HR
May 3, 2023
000172554723000093

61

$206.52M
AVUS, BSV, AVDE, AVLV
13F-HR
Feb 6, 2023
000172554723000018

51

$190.17M
AVUS, AVDE, BSV, VUSB
13F-HR
Oct 26, 2022
000172554722000160

56

$204.62M
AVUS, AVDE, BSV, VUSB
13F-HR
Jul 25, 2022
000172554722000113

65

$195.47M
AVUS, AVDE, BND, BSV
13F-HR
Apr 14, 2022
000172554722000056

64

$441.88M
AVUS, VOO, AVDE, VEA
13F-HR
Jan 24, 2022
000172554722000009

60

$431.24M
AVUS, VOO, AVDE, VEA
13F-HR
Oct 12, 2021
000172554721000086

61

$418.79M
AVUS, VOO, AVDE, VEA
13F-HR
Aug 5, 2021
000172554721000076

54

$369.71M
AVUS, VOO, AVDE, VEA
13F-HR
May 7, 2021
000172554721000039

51

$342.79M
AVUS, VOO, AVDE, VEA
13F-HR
Feb 11, 2021
000172554721000018
Websterrogers Financial Advisors, Llc 13F Filings