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Dana M. Jones

@Websterrogers Financial Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$287.952MTotal holdings81
Assets growth rate0.77%Assets growth rate (2-Q avg)1.28%Continuous growth in asset value2 quarters

Portfolio positions

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.

Assets under management

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.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AFLAflac Inc
Recent Activity
New Position
0.08%
$222,189
2,148 shares@ $103.44 avg price
VOVanguard Index Fds
Recent Activity
New Position
0.08%
$219,771
832 shares@ $264.15 avg price
ITWIllinois Tool Wks Inc
Recent Activity
New Position
0.08%
$218,822
863 shares@ $253.56 avg price
VFHVanguard World Fd
Recent Activity
New Position
0.08%
$214,655
1,818 shares@ $118.08 avg price