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| Name: |
WEBSTERROGERS FINANCIAL ADVISORS LLC |
| City: |
FLORENCE |
| State: |
SC |
| Zip: |
29505-2801 |
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data |
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Filing Period: |
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| Holdings
Found :
13 |
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Unchanged Positions |
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Page 1 of 1 |
Menu
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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 |
|
QQQ |
Invesco QQQ Trust Series I |
31 |
- |
$463.53 |
$1,721,000 |
3,876 |
0.61% |
133,000 |
0 |
0.001 |
Closed - End Fund - Debt |
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VOOG |
Vanguard S&P 500 Growth Etf |
36 |
- |
$321.10 |
$1,212,000 |
3,976 |
0.43% |
135,000 |
0 |
0.019 |
N/A |
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AON |
Aon Plc |
42 |
- |
$285.58 |
$1,007,000 |
3,018 |
0.36% |
129,000 |
0 |
0.001 |
Life & Health Insurance |
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PDT |
Hancock John Patriot Premiu... |
48 |
- |
$11.61 |
$606,000 |
52,000 |
0.22% |
52,000 |
0 |
0 |
Closed - End Fund - Debt |
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LLY |
Eli Lilly & Co |
50 |
- |
$831.76 |
$467,000 |
600 |
0.17% |
117,000 |
0 |
0 |
Drug Manufacturers - ... |
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AVMU |
Avantis Core Municipal Fixe... |
55 |
- |
$0.00 |
$363,000 |
7,802 |
0.13% |
-3,000 |
0 |
0.087 |
N/A |
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AVSF |
Avantis Shortterm Fixed Inc... |
56 |
- |
$0.00 |
$333,000 |
7,203 |
0.12% |
-1,000 |
0 |
0.08 |
N/A |
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PFF |
iShares S&P U.S. Preferred ... |
58 |
- |
$31.73 |
$305,000 |
9,461 |
0.11% |
10,000 |
0 |
0.002 |
Closed - End Fund - E... |
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IWP |
iShares Tr Russell MidCap Gr |
63 |
- |
$109.26 |
$280,000 |
2,450 |
0.1% |
24,000 |
0 |
0 |
Closed - End Fund - E... |
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CAT |
Caterpillar Inc |
64 |
- |
$329.45 |
$267,000 |
730 |
0.09% |
51,000 |
0 |
0 |
Farm & Construction M... |
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ABBV |
Abbvie Inc. |
67 |
- |
$165.44 |
$243,000 |
1,333 |
0.09% |
36,000 |
0 |
0 |
Drug Manufacturers - ... |
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MCD |
McDonalds Corp |
70 |
- |
$259.99 |
$224,000 |
796 |
0.08% |
-12,000 |
0 |
0 |
Restaurants |
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AVUV |
Avantis Us Small Cap Value Etf |
71 |
- |
$90.99 |
$222,000 |
2,367 |
0.08% |
9,000 |
0 |
0.003 |
N/A |
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