WEBSTERROGERS FINANCIAL ADVISORS, LLC

Q2 2025 13F-HR Holdings

Location
Florence, SC
Holdings as of
6/30/2025
Date filed
7/10/2025
Form type
13F-HR
Num holdings
86
Total value ($000)
$314,531
Net value change ($000)
—
New positions
84
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 10/9/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VUG 29,472 —
AVUS 26,452 —
DIHP 15,864 —
AVDE 15,246 —
AVEM 14,568 —
DUHP 14,270 —
AVLV 13,057 —
AVIV 12,930 —
VMBS 12,047 —
VGSH 11,919 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type