Holdings
Websterrogers Financial Advisors, LLC
As of Jun 30, 2026, Websterrogers Financial Advisors, LLC reported 33 positions worth US$13.8M. Largest: Apple Inc, Microsoft Corp. and Caterpillar, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 5,016 | US$1.45M | −379 | Jun 30, 2026 |
| Microsoft Corp. | 2,282 | US$851K | +1 | Jun 30, 2026 |
| Caterpillar, Inc. | 730 | US$777K | no change | Jun 30, 2026 |
| Johnson & Johnson | 2,695 | US$685K | no change | Jun 30, 2026 |
| Southern Company (the) | 5,673 | US$543K | −93 | Jun 30, 2026 |
| Applied Materials, Inc. | 750 | US$542K | no change | Jun 30, 2026 |
| Cisco Systems, Inc. | 4,516 | US$530K | no change | Jun 30, 2026 |
| Kla Corporation | 1,750 | US$528K | +1,575 | Jun 30, 2026 |
| Walmart Inc. | 4,495 | US$509K | no change | Jun 30, 2026 |
| Duke Energy Corporation (holding Company) | 3,967 | US$502K | no change | Jun 30, 2026 |