This chart displays the top 10 holdings in Websterrogers Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 81 positions.

The assets under management (AUM) of Websterrogers Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 287.952M in assets, with a quarterly growth rate of 0.77% and a 2-quarter average growth rate of 1.28%. The portfolio is managed by Dana M. Jones, and others.