Websterrogers Financial Advisors, LLC - Q22026 Holdings

Websterrogers Financial Advisors, LLC holds 103 stocks with a total portfolio value of $ 390.39M as of Q22026. In Q22026, Websterrogers Financial Advisors, LLC added 8 new positions, increased stakes in 32 stocks, reduced 29 holdings, and fully exited 0 positions. The largest holding is Vanguard Index Fds (VUG), representing 9.19% of the total portfolio.