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  Name: WEBSTERROGERS FINANCIAL ADVISORS LLC
  City: FLORENCE
  State: SC
  Zip: 29505-2801
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $281,214,000
  Total Value Change : $41,394,000
  Securities Held Change : 3
   
All Securities Held : 74
  New Positions : 10
  Closed Positions : 7
  Increased Positions : 32
  Unchanged Positions : 13
  Decreased Positions : 19

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CLX)1 Year Chart         CLX Clorox Co 75 Closed $131.56 $0 0 0% -217,000 -1,522 0    Cleaning Products
   (PSX)1 Year Chart         PSX Phillips 66 81 Closed $142.11 $0 0 0% -309,000 -2,318 0    Oil & Gas Refining, P...
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 80 Closed $270.82 $0 0 0% -526,000 -2,328 0    Property & Casualty I...
   (BR)1 Year Chart         BR Broadridge Financial Soluti... 79 Closed $200.77 $0 0 0% -457,000 -2,223 0    Business Services
   (ADI)1 Year Chart         ADI Analog Devices Inc 78 Closed $234.49 $0 0 0% -318,000 -1,600 0    Semiconductor- Broad...
   (FDS)1 Year Chart         FDS Factset Research Systems Inc 77 Closed $404.26 $0 0 0% -369,000 -774 0    Information & Deliver...
   (KO)1 Year Chart         KO Coca-Cola Co 76 Closed $62.93 $0 0 0% -349,000 -5,917 0    Beverage Soft Drinks...

      7 Records Found
  1    
Page 1 of 1
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