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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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| Holdings
Found :
7 |
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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 |
|
AVSF |
Avantis Shortterm Fixed Inc... |
55 |
New |
$0.00 |
$334,000 |
7,203 |
0.14% |
334,000 |
7,203 |
0.08 |
N/A |
|
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PFF |
iShares S&P U.S. Preferred ... |
59 |
New |
$31.67 |
$295,000 |
9,461 |
0.12% |
295,000 |
9,461 |
0.002 |
Closed - End Fund - E... |
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CVX |
Chevron Corp |
65 |
New |
$161.09 |
$249,000 |
1,668 |
0.1% |
249,000 |
1,668 |
0 |
Integrated Oil & Gas |
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MCD |
McDonalds Corp |
66 |
New |
$273.51 |
$236,000 |
796 |
0.1% |
236,000 |
796 |
0 |
Restaurants |
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CAT |
Caterpillar Inc |
68 |
New |
$350.72 |
$216,000 |
730 |
0.09% |
216,000 |
730 |
0 |
Farm & Construction M... |
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AVUV |
Avantis Us Small Cap Value Etf |
69 |
New |
$93.29 |
$213,000 |
2,367 |
0.09% |
213,000 |
2,367 |
0.003 |
N/A |
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ABBV |
Abbvie Inc. |
71 |
New |
$164.35 |
$207,000 |
1,333 |
0.09% |
207,000 |
1,333 |
0 |
Drug Manufacturers - ... |
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