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Websterrogers Financial Advisors, Llc Buys AvalonBay Communities Inc, Equity Residential, Essex ...

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·5 min read
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Investment company Websterrogers Financial Advisors, Llc (Current Portfolio) buys AvalonBay Communities Inc, Equity Residential, Essex Property Trust Inc, Apartment Investment & Management Co, Vanguard Short-Term Bond ETF, sells Vanguard Real Estate Index Fund ETF, Schwab Short-Term U.S. Treasury ETF, Dimensional U.S. Targeted Value ETF, Microsoft Corp, PIMCO Enhanced Short Maturity Active Exchange-Trad during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Websterrogers Financial Advisors, Llc. As of 2021Q4, Websterrogers Financial Advisors, Llc owns 64 stocks with a total value of $442 million. These are the details of the buys and sells.

  • New Purchases: AVB, EQR, ESS, AIV, BR, FDS, CB, VFC, CLX, VUSB,

  • Added Positions: BSV, BND, EPRF, SMMU, VTEB, FLRN, FNDF, VTI, BAC, BNDX, SCHP, VXUS, AMZN, SE,

  • Reduced Positions: VNQ, SCHO, AVUS, VOO, VEA, DFAC, DFUS, VOOV, VTWO, DFAT, AVUV, SCHH, DFAS, VNQI, ARKF, VWO, AVDV, AAPL, JHSC, VIG, MDY, DFAX, JPM, VB, EEM,

  • Sold Out: MSFT, MINT, JNJ, DFIV,


For the details of WEBSTERROGERS FINANCIAL ADVISORS, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/websterrogers+financial+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of WEBSTERROGERS FINANCIAL ADVISORS, LLC

  1. Avantis U.S. Equity ETF (AVUS) - 1,522,985 shares, 27.63% of the total portfolio. Shares reduced by 3.77%

  2. Vanguard S&P 500 ETF (VOO) - 153,803 shares, 15.20% of the total portfolio. Shares reduced by 4.09%

  3. Avantis International Equity ETF (AVDE) - 690,553 shares, 9.91% of the total portfolio. Shares reduced by 0.72%

  4. Vanguard FTSE Developed Markets ETF (VEA) - 605,229 shares, 6.99% of the total portfolio. Shares reduced by 5.02%

  5. Avantis Emerging Markets Equity ETF (AVEM) - 264,711 shares, 3.79% of the total portfolio. Shares added by 0.45%

New Purchase: AvalonBay Communities Inc (AVB)

Websterrogers Financial Advisors, Llc initiated holding in AvalonBay Communities Inc. The purchase prices were between $223.81 and $252.59, with an estimated average price of $238.94. The stock is now traded at around $234.020000. The impact to a portfolio due to this purchase was 0.72%. The holding were 12,611 shares as of 2021-12-31.

New Purchase: Equity Residential (EQR)

Websterrogers Financial Advisors, Llc initiated holding in Equity Residential. The purchase prices were between $82.66 and $90.55, with an estimated average price of $86.16. The stock is now traded at around $86.020000. The impact to a portfolio due to this purchase was 0.72%. The holding were 35,168 shares as of 2021-12-31.

New Purchase: Essex Property Trust Inc (ESS)

Websterrogers Financial Advisors, Llc initiated holding in Essex Property Trust Inc. The purchase prices were between $325.49 and $357.25, with an estimated average price of $340.89. The stock is now traded at around $323.770000. The impact to a portfolio due to this purchase was 0.7%. The holding were 8,810 shares as of 2021-12-31.

New Purchase: Apartment Investment & Management Co (AIV)

Websterrogers Financial Advisors, Llc initiated holding in Apartment Investment & Management Co. The purchase prices were between $7.08 and $8.14, with an estimated average price of $7.65. The stock is now traded at around $6.490000. The impact to a portfolio due to this purchase was 0.68%. The holding were 388,641 shares as of 2021-12-31.

New Purchase: Broadridge Financial Solutions Inc (BR)

Websterrogers Financial Advisors, Llc initiated holding in Broadridge Financial Solutions Inc. The purchase prices were between $162.55 and $184.48, with an estimated average price of $175.95. The stock is now traded at around $153.220000. The impact to a portfolio due to this purchase was 0.13%. The holding were 3,210 shares as of 2021-12-31.

New Purchase: FactSet Research Systems Inc (FDS)

Websterrogers Financial Advisors, Llc initiated holding in FactSet Research Systems Inc. The purchase prices were between $394.82 and $488.85, with an estimated average price of $450.06. The stock is now traded at around $408.670000. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,118 shares as of 2021-12-31.

Added: Vanguard Short-Term Bond ETF (BSV)

Websterrogers Financial Advisors, Llc added to a holding in Vanguard Short-Term Bond ETF by 26.33%. The purchase prices were between $80.65 and $81.49, with an estimated average price of $80.98. The stock is now traded at around $80.300000. The impact to a portfolio due to this purchase was 0.53%. The holding were 138,762 shares as of 2021-12-31.

Sold Out: Microsoft Corp (MSFT)

Websterrogers Financial Advisors, Llc sold out a holding in Microsoft Corp. The sale prices were between $283.11 and $343.11, with an estimated average price of $325.12.

Sold Out: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

Websterrogers Financial Advisors, Llc sold out a holding in PIMCO Enhanced Short Maturity Active Exchange-Trad. The sale prices were between $101.51 and $101.8, with an estimated average price of $101.63.

Sold Out: Dimensional International Value ETF (DFIV)

Websterrogers Financial Advisors, Llc sold out a holding in Dimensional International Value ETF. The sale prices were between $31.05 and $33.6, with an estimated average price of $32.71.

Sold Out: Johnson & Johnson (JNJ)

Websterrogers Financial Advisors, Llc sold out a holding in Johnson & Johnson. The sale prices were between $155.93 and $173.01, with an estimated average price of $163.78.



Here is the complete portfolio of WEBSTERROGERS FINANCIAL ADVISORS, LLC. Also check out:

1. WEBSTERROGERS FINANCIAL ADVISORS, LLC's Undervalued Stocks

2. WEBSTERROGERS FINANCIAL ADVISORS, LLC's Top Growth Companies, and

3. WEBSTERROGERS FINANCIAL ADVISORS, LLC's High Yield stocks

4. Stocks that WEBSTERROGERS FINANCIAL ADVISORS, LLC keeps buyingThis article first appeared on GuruFocus.