WEBSTERROGERS FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MFC | 12K | $414.18K |
 | BAC | 8K | $373.72K |
 | SO | 6K | $556.53K |
 | AAPL | 5K | $1.37M |
 | CSCO | 5K | $350.40K |
 | WMT | 4K | $558.71K |
 | DUK | 4K | $519.44K |
 | JNJ | 3K | $658.94K |
 | AON | 3K | $854.40K |
 | PEP | 3K | $399.10K |
 | NVDA | 2K | $406.88K |
 | MSFT | 2K | $844.36K |
 | AFL | 2K | $235.66K |
 | XOM | 2K | $352.58K |
 | PSX | 2K | $302.24K |
 | CVX | 2K | $331.38K |
 | LOW | 2K | $372.38K |
 | ABBV | 1K | $311.84K |
 | PG | 1K | $206.69K |
 | JPM | 1K | $379.42K |
Manulife Financial Corporation
MFC
Shares Held
12K
Value
$414.18K
Bank of America Corporation
BAC
Shares Held
8K
Value
$373.72K
The Southern Company
SO
Shares Held
6K
Value
$556.53K
Apple Inc.
AAPL
Shares Held
5K
Value
$1.37M
Cisco Systems, Inc.
CSCO
Shares Held
5K
Value
$350.40K
Walmart Inc.
WMT
Shares Held
4K
Value
$558.71K
Duke Energy Corporation
DUK
Shares Held
4K
Value
$519.44K
Johnson & Johnson
JNJ
Shares Held
3K
Value
$658.94K
Aon plc
AON
Shares Held
3K
Value
$854.40K
PepsiCo, Inc.
PEP
Shares Held
3K
Value
$399.10K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$406.88K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$844.36K
Aflac Incorporated
AFL
Shares Held
2K
Value
$235.66K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$352.58K
Phillips 66
PSX
Shares Held
2K
Value
$302.24K
Chevron Corporation
CVX
Shares Held
2K
Value
$331.38K
Lowe's Companies, Inc.
LOW
Shares Held
2K
Value
$372.38K
AbbVie Inc.
ABBV
Shares Held
1K
Value
$311.84K
The Procter & Gamble Company
PG
Shares Held
1K
Value
$206.69K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$379.42K