Websterrogers Financial Advisors, LLC - Q42025 Holdings

Websterrogers Financial Advisors, LLC holds 94 stocks with a total portfolio value of $ 344.43M as of Q42025. In Q42025, Websterrogers Financial Advisors, LLC added 5 new positions, increased stakes in 29 stocks, reduced 36 holdings, and fully exited 2 positions. The largest holding is Vanguard Index Fds (VUG), representing 8.75% of the total portfolio.