Stock Taper

WEBSTERROGERS FINANCIAL ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Manulife Financial CorporationMFC12.03K$487.17K
Bank of America CorporationBAC7.67K$436.81K
The Southern CompanySO5.67K$542.96K
Apple Inc.AAPL5.02K$1.45M
Cisco Systems, Inc.CSCO4.52K$530.45K
Walmart Inc.WMT4.5K$509.17K
Duke Energy CorporationDUK3.97K$502.14K
Johnson & JohnsonJNJ2.69K$684.63K
Aon plcAON2.65K$877.98K
PepsiCo, Inc.PEP2.57K$347.98K
Microsoft CorporationMSFT2.28K$851.23K
Aflac IncorporatedAFL2.15K$251.85K
NVIDIA CorporationNVDA2.13K$426.19K
Exxon Mobil CorporationXOM1.83K$250.49K
KLA CorporationKLAC1.75K$527.99K
Phillips 66PSX1.66K$280.45K
Chevron CorporationCVX1.58K$262.34K
Lowe's Companies, Inc.LOW1.58K$347.49K
AbbVie Inc.ABBV1.43K$360.85K
The Procter & Gamble CompanyPG1.43K$209.84K