WEBSTERROGERS FINANCIAL ADVISORS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$286M
Signature - Title
Dana M. Jones - Chief Compliance Officer/Chief Operating Officer
Location
Florence, SC
Summary
This page shows a list of all the recent 13F filings made by WEBSTERROGERS FINANCIAL ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WEBSTERROGERS FINANCIAL ADVISORS, LLC reported 68 stock holdings with total value $286M as of Q3 2024. Top holdings included AVUS, VUG, AVLV, DIHP, and AVEM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 68 $286M +$3.95M -$12.9M -$8.93M AVUS, VUG, AVLV, DIHP, AVEM 13F-HR 10/15/2024, 10:05 AM
Q2 2024 68 $281M +$8.94M -$10.4M -$1.46M AVUS, VUG, AVLV, DIHP, AVEM 13F-HR 7/12/2024, 10:22 AM
Q1 2024 74 $281M +$66.1M -$36.1M +$30.1M AVUS, VUG, AVLV, AVDE, DIHP 13F-HR 5/14/2024, 09:06 AM
Q4 2023 71 $240M +$30.7M -$37.1M -$6.37M AVUS, BSV, AVLV, DUHP, AVDE 13F-HR 2/14/2024, 09:12 AM
Q3 2023 63 $227M +$18.1M -$12.5M +$5.57M AVUS, BIV, AVLV, VUG, AVDE 13F-HR 11/1/2023, 10:42 AM
Q2 2023 61 $228M +$14.6M -$9.3M +$5.29M AVUS, AVLV, BIV, AVDE, VUSB 13F-HR 7/26/2023, 04:37 PM
Q1 2023 60 $217M +$19.9M -$17.4M +$2.48M AVUS, BIV, AVDE, AVLV, VUSB 13F-HR 5/3/2023, 11:28 AM
Q4 2022 61 $207M +$58.1M -$54.6M +$3.57M AVUS, BSV, AVDE, AVLV, BIV 13F-HR 2/6/2023, 12:04 PM
Q3 2022 51 $190M +$15.9M -$20.9M -$4.98M AVUS, AVDE, BSV, VUSB, FLRN 13F-HR 10/26/2022, 03:30 PM
Q2 2022 56 $205M +$56M -$24.3M +$31.7M AVUS, AVDE, BSV, VUSB, FLRN 13F-HR 7/25/2022, 03:52 PM
Q1 2022 65 $195M +$31.5M -$261M -$229M AVUS, AVDE, BND, BSV, DFAC 13F-HR 4/14/2022, 02:25 PM
Q4 2021 64 $442M +$23.8M -$29.7M -$5.89M AVUS, VOO, AVDE, VEA, AVEM 13F-HR 1/24/2022, 10:03 AM
Q3 2021 59 $427M +$11.8M -$3.01M +$8.79M AVUS, VOO, AVDE, VEA, AVEM 13F-HR 10/12/2021, 10:10 AM
Q2 2021 60 $415M +$40.4M -$1.24M +$39.2M AVUS, VOO, AVDE, VEA, AVEM 13F-HR 8/5/2021, 11:12 AM
Q1 2021 54 $370M +$22.8M -$7.63M +$15.1M AVUS, VOO, AVDE, VEA, AVEM 13F-HR 5/7/2021, 02:29 PM
Q4 2020 50 $343M $0 $0 AVUS, VOO, AVDE, VEA, AVEM 13F-HR 2/11/2021, 05:27 PM