Wescott Financial Advisory Group, LLC Purchases in Q4 2024

Wescott Financial Advisory Group, LLC

  • $862 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.98K
+ 13.38%
$38.96 - $43.28 $77.2K - $85.8K
16.8K $661K
CMI
Cummins Inc

Industrials
26
+ 3.19%
$324.93 - $383.42 $8.45K - $9.97K
841 $293K
DFAU
Dimensional ETF Tr

ETFs
73
+ 0.22%
$39.27 - $42.38 $2.87K - $3.09K
33.5K $1.36M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
822
+ 2.16%
$113.92 - $127.38 $93.6K - $105K
38.9K $4.48M
VV
Vanguard Large Cap ETF

ETFs
21
+ 0.63%
$260.27 - $280.65 $5.47K - $5.89K
3.37K $909K
CVX
Chevron Corp

Energy
224
+ 6.85%
$141.15 - $162.53 $31.6K - $36.4K
3.49K $505K
ORCL
Oracle Corp

Technology
159
+ 11.59%
$165.41 - $192.43 $26.3K - $30.6K
1.53K $255K
IBM
International Business Machines Corp

Technology
101
+ 4.47%
$204.9 - $238.04 $20.7K - $24K
2.36K $519K
NUDM
Nuveen Esg International Devel

ETFs
2.22K
+ 15.05%
$30.06 - $33.38 $66.6K - $73.9K
16.9K $508K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
74.5K
+ 201.01%
$27.54 - $83.04 $2.05M - $6.19M
112K $3.09M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
179
+ 1.74%
$442.29 - $483.08 $79.2K - $86.5K
10.5K $4.75M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
381
+ 2.54%
$105.45 - $117.99 $40.2K - $45K
15.4K $1.63M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.81K
+ 200.0%
$22.01 - $66.82 $172K - $522K
11.7K $266K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.03%
$121.89 - $135.52 $122 - $136
3.18K $396K
PULS
Pgim ETF Tr

ETFs
84
+ 1.32%
$49.51 - $49.79 $4.16K - $4.18K
6.44K $319K
IWM
Ishares Russell 2000 ETF

ETFs
3
+ 0.2%
$216.13 - $242.4 $648 - $727
1.49K $328K
ABC
Amerisourcebergen Corp

Healthcare
7
+ 0.19%
N/A
3.78K $700K
SYY
Sysco Corp

Consumer Defensive
79
+ 2.16%
$73.63 - $81.77 $5.82K - $6.46K
3.73K $285K
Dimensional ETF Trust
38.9K
+ 8.63%
N/A
489K $0
Dimensional ETF Trust
9.29K
+ 0.97%
N/A
970K $0
Ge Vernova Inc
47
+ 4.91%
N/A
1.01K $0
Vanguard Wellington Fd
14.7K
+ 2.39%
N/A
632K $0
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.89K
+ 9.83%
$58.88 - $64.8 $523K - $576K
99.3K $5.85M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3
+ 0.09%
$126.68 - $134.74 $380 - $404
3.46K $441K
PPL
Ppl Corp

Utilities
54
+ 0.78%
$31.47 - $35.0 $1.7K - $1.89K
7.01K $227K
JPIB
Jpmorgan International Bond Op

ETFs
58
+ 1.22%
$47.26 - $48.47 $2.74K - $2.81K
4.82K $227K
ECL
Ecolab Inc.

Basic Materials
54
+ 6.62%
$234.32 - $261.43 $12.7K - $14.1K
870 $203K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.23K
+ 10.02%
$75.65 - $83.47 $92.7K - $102K
13.5K $1.02M
CAT
Caterpillar Inc

Industrials
48
+ 5.8%
$360.37 - $416.88 $17.3K - $20K
875 $317K
RTX
Raytheon Technologies Corp

Industrials
125
+ 3.26%
$114.45 - $127.21 $14.3K - $15.9K
3.96K $458K
SPSB
Spdr Portfolio Short Term Corp

ETFs
553
+ 0.94%
$29.77 - $30.19 $16.5K - $16.7K
59.2K $1.77M
MUB
Ishares National Muni Bond ETF

ETFs
43
+ 0.69%
$105.78 - $108.7 $4.55K - $4.67K
6.23K $664K
IWD
Ishares Russell 1000 Val ETF

ETFs
5
+ 0.16%
$183.23 - $199.79 $916 - $999
3.05K $564K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
130
+ 1.52%
$50.14 - $52.56 $6.52K - $6.83K
8.68K $436K
PFE
Pfizer Inc

Healthcare
864
+ 5.57%
$24.8 - $30.19 $21.4K - $26.1K
16.4K $434K
DFAX
Dimensional ETF Tr
69
+ 0.79%
$24.76 - $27.04 $1.71K - $1.87K
8.85K $220K
QCOM
Qualcomm Inc

Technology
112
+ 4.92%
$150.4 - $178.04 $16.8K - $19.9K
2.39K $367K
KO
Coca Cola CO

Consumer Defensive
603
+ 9.8%
$61.74 - $71.71 $37.2K - $43.2K
6.76K $420K
TT
Trane Technologies PLC

Industrials
27
+ 1.57%
$369.35 - $419.14 $9.97K - $11.3K
1.75K $646K
INTF
Ishares Tr

ETFs
224
+ 1.82%
$28.54 - $31.26 $6.39K - $7K
12.5K $359K
NUSC
Nuveen Esg Small Cap ETF

ETFs
231
+ 0.56%
$41.74 - $46.2 $9.64K - $10.7K
41.3K $1.73M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
260
+ 2.5%
$44.04 - $49.49 $11.5K - $12.9K
10.7K $469K
CL
Colgate Palmolive CO

Consumer Defensive
119
+ 3.5%
$90.22 - $102.31 $10.7K - $12.2K
3.52K $319K
CARR
Carrier Global Corp

Industrials
144
+ 3.79%
$66.69 - $82.65 $9.6K - $11.9K
3.94K $269K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
37
+ 0.21%
$51.33 - $53.74 $1.9K - $1.99K
17.6K $907K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.9K
+ 103.48%
$18.41 - $40.87 $237K - $526K
25.3K $467K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.89K
+ 8.26%
$60.13 - $67.31 $113K - $127K
24.7K $1.5M
CI
Cigna Corp

Healthcare
31
+ 3.38%
$265.59 - $358.58 $8.23K - $11.1K
949 $262K
GE
General Electric CO

Industrials
108
+ 2.75%
$159.95 - $194.23 $17.3K - $21K
4.04K $673K
Activity Summary
Buys All Purchases 115 New Holdings 8 Increased Positions 107 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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