Websterrogers Financial Advisors, LLC's portfolio and holdings - Jun 2025

As per corporate shareholdings filed for May-2025, people matching Websterrogers Financial Advisors, LLC publicly holds 28 stocks with a net worth of over US$ 11.2 M.

These are shares held by Websterrogers Financial Advisors, LLC as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Month Ending
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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Apple Inc Websterrogers Financial Advisors, Llc 210.02 6,193 0.00% 0.00 1.3 M
Abbvie Inc Websterrogers Financial Advisors, Llc 191.40 1,334 0.00% 0.00 255.3 K
Abbott Laboratories Websterrogers Financial Advisors, Llc 120.51 2,287 0.00% 0.00 275.6 K
Analog Devices Inc. Websterrogers Financial Advisors, Llc 240.97 1,032 0.00% 0.00 248.7 K
Automatic Data Processing Inc. Websterrogers Financial Advisors, Llc 302.12 1,115 0.00% 0.00 336.9 K
Aflac Inc. Websterrogers Financial Advisors, Llc 101.42 2,148 0.00% 0.00 217.9 K
Aon plc. - Ordinary Shares - Class A Websterrogers Financial Advisors, Llc 354.63 2,713 0.00% 0.00 962.1 K
Bank Of America Corp. Websterrogers Financial Advisors, Llc 47.02 7,778 0.00% 0.00 365.7 K
Blackrock Inc. Websterrogers Financial Advisors, Llc 1105.38 218 0.00% 0.00 241.0 K
Caterpillar Inc. Websterrogers Financial Advisors, Llc 418.07 730 0.00% 0.00 305.2 K
Cisco Systems, Inc. Websterrogers Financial Advisors, Llc 68.30 4,192 0.00% 0.00 286.3 K
Chevron Corp. Websterrogers Financial Advisors, Llc 151.38 1,655 0.00% 0.00 250.5 K
Illinois Tool Works, Inc. Websterrogers Financial Advisors, Llc 257.70 863 0.00% 0.00 222.4 K
Johnson & Johnson Websterrogers Financial Advisors, Llc 162.98 2,571 0.00% 0.00 419.0 K
JPMorgan Chase & Co. Websterrogers Financial Advisors, Llc 289.90 1,147 0.00% 0.00 332.5 K
Lilly(Eli) & Co Websterrogers Financial Advisors, Llc 761.50 310 0.00% 0.00 236.1 K
Lowe`s Cos., Inc. Websterrogers Financial Advisors, Llc 218.58 1,620 0.00% 0.00 354.1 K
McDonald`s Corp Websterrogers Financial Advisors, Llc 300.37 1,103 0.00% 0.00 331.3 K
Manulife Financial Corp. Websterrogers Financial Advisors, Llc 30.91 12,026 0.00% 0.00 371.7 K
Microsoft Corporation Websterrogers Financial Advisors, Llc 511.70 2,281 0.00% 0.00 1.2 M
NVIDIA Corp Websterrogers Financial Advisors, Llc 173.00 2,064 0.00% 0.00 357.1 K
John Hancock Premium Dividend Fund Websterrogers Financial Advisors, Llc 13.17 52,000 0.11% 0.00 684.8 K
PepsiCo Inc Websterrogers Financial Advisors, Llc 145.44 2,705 0.00% 0.00 393.4 K
Procter & Gamble Co. Websterrogers Financial Advisors, Llc 155.62 1,455 0.00% 0.00 226.4 K
Phillips 66 Websterrogers Financial Advisors, Llc 125.18 1,687 0.00% 0.00 211.2 K
Waste Management, Inc. Websterrogers Financial Advisors, Llc 225.70 1,000 0.00% 0.00 225.7 K
Walmart Inc Websterrogers Financial Advisors, Llc 95.09 4,438 0.00% 0.00 422.0 K
Exxon Mobil Corp. Websterrogers Financial Advisors, Llc 111.66 1,879 0.00% 0.00 209.8 K
Accenture plc - Ordinary Shares - Class A 282.70 - Investor holds below 1%
Unitedhealth Group Inc 288.07 - Investor holds below 1%
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