Wescott Financial Advisory Group, LLC Incresed Positions in Q3 2025

Wescott Financial Advisory Group, LLC

  • $995 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
4.82K
+ 8.55%
$202.38 - $256.87 $975K - $1.24M
61.2K $15.6M
IVV
Ishares Core S&P 500 ETF

ETFs
783
+ 1.15%
$620.67 - $670.08 $486K - $525K
68.9K $46.1M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
34.2K
+ 11.42%
$76.16 - $78.59 $2.6M - $2.69M
333K $26M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
26.9K
+ 19.08%
$62.09 - $66.51 $1.67M - $1.79M
168K $11M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
2.99K
+ 0.35%
$41.91 - $44.87 $125K - $134K
850K $38M
DFAE
Dimensional ETF Tr

ETFs
11.6K
+ 2.51%
$28.84 - $31.84 $335K - $370K
475K $15M
MSFT
Microsoft Corp

Technology
2.59K
+ 24.88%
$491.09 - $535.64 $1.27M - $1.39M
13K $6.74M
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.63K
+ 4.43%
$63.41 - $69.69 $484K - $531K
180K $12.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.38K
+ 4.01%
$108.97 - $121.65 $368K - $411K
87.7K $10.6M
IVE
Ishares S&P 500 Value ETF

ETFs
1.8K
+ 5.03%
$194.44 - $206.51 $351K - $373K
37.6K $7.77M
JNJ
Johnson & Johnson

Healthcare
139
+ 0.72%
$155.17 - $185.42 $21.6K - $25.8K
19.5K $3.61M
GOOGL
Alphabet Inc.

Communication Services
1.25K
+ 26.48%
$174.36 - $254.72 $217K - $318K
5.96K $1.45M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.52K
+ 1.84%
$78.96 - $80.04 $436K - $442K
306K $24.4M
VTI
Vanguard Total Stock Market Et

ETFs
435
+ 2.64%
$303.93 - $329.86 $132K - $143K
16.9K $5.55M
ACWI
Ishares Msci Acwi ETF

ETFs
828
+ 1.98%
$128.32 - $138.41 $106K - $115K
42.6K $5.89M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
6.91K
+ 16.48%
$41.34 - $45.65 $286K - $315K
48.8K $2.2M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
5.11K
+ 8.94%
$39.06 - $43.42 $199K - $222K
62.2K $2.7M
NUSC
Nuveen Esg Small Cap ETF

ETFs
6.98K
+ 15.89%
$40.43 - $44.52 $282K - $311K
50.9K $2.24M
GOOG
Alphabet Inc.

Communication Services
1.17K
+ 45.48%
$175.16 - $255.24 $204K - $298K
3.73K $908K
NVDA
Nvidia Corp

Technology
1K
+ 11.67%
$153.3 - $186.58 $154K - $187K
9.59K $1.79M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
14.6K
+ 7.13%
$25.0 - $25.33 $365K - $370K
219K $5.55M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
114
+ 0.29%
$108.46 - $120.63 $12.4K - $13.8K
39K $4.63M
WMT
Walmart Inc.

Consumer Defensive
3.1K
+ 141.53%
$94.4 - $104.27 $293K - $323K
5.29K $545K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.24K
+ 2.26%
$97.75 - $100.75 $219K - $226K
101K $10.2M
JPM
Jpmorgan Chase & CO

Financial Services
735
+ 24.79%
$282.78 - $316.06 $208K - $232K
3.7K $1.17M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.19K
+ 7.12%
$107.66 - $112.36 $236K - $246K
33K $3.68M
TSLA
Tesla, Inc.

Consumer Cyclical
84
+ 4.37%
$293.94 - $444.72 $24.7K - $37.4K
2.01K $892K
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.05%
$420.11 - $472.68 $1.26K - $1.42K
6.35K $2.98M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.1K
+ 8.04%
$126.64 - $135.65 $140K - $150K
14.8K $2.01M
GS
Goldman Sachs Group Inc

Financial Services
19
+ 0.73%
$696.56 - $806.32 $13.2K - $15.3K
2.63K $2.09M
GE
General Electric CO

Industrials
107
+ 2.76%
$244.75 - $305.63 $26.2K - $32.7K
3.98K $1.2M
NEAR
Blackrock Short Maturity Bond

ETFs
3.71K
+ 7.27%
$50.8 - $51.32 $189K - $191K
54.8K $2.81M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
204
+ 5.58%
$284.45 - $324.95 $58K - $66.3K
3.86K $1.24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
20
+ 0.19%
$459.11 - $506.91 $9.18K - $10.1K
10.6K $5.31M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.63K
+ 10.06%
$66.38 - $71.68 $108K - $117K
17.8K $1.27M
CVX
Chevron Corp

Energy
897
+ 26.62%
$145.57 - $161.83 $131K - $145K
4.27K $662K
ORCL
Oracle Corp

Technology
187
+ 11.88%
$218.96 - $328.33 $40.9K - $61.4K
1.76K $495K
AVGO
Broadcom Inc.

Technology
137
+ 7.74%
$264.74 - $369.57 $36.3K - $50.6K
1.91K $629K
XOM
Exxon Mobil Corp

Energy
155
+ 0.65%
$105.83 - $117.22 $16.4K - $18.2K
24.1K $2.72M
NOC
Northrop Grumman Corp

Industrials
18
+ 1.59%
$498.9 - $609.32 $8.98K - $11K
1.15K $702K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.47K
+ 7.4%
$46.86 - $48.27 $116K - $119K
35.8K $1.72M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.55K
+ 4.54%
$82.38 - $83.0 $128K - $129K
35.7K $2.96M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
794
+ 6.47%
$87.05 - $93.19 $69.1K - $74K
13.1K $1.21M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
131
+ 0.52%
$72.04 - $77.35 $9.44K - $10.1K
25.3K $1.94M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.34K
+ 6.64%
$41.5 - $43.83 $55.8K - $58.9K
21.6K $946K
MGK
Vanguard Mega Cap Growth ETF

ETFs
18
+ 0.73%
$362.31 - $405.74 $6.52K - $7.3K
2.48K $999K
NUDM
Nuveen Esg International Devel

ETFs
1.28K
+ 6.26%
$34.72 - $37.63 $44.5K - $48.2K
21.8K $818K
VOE
Vanguard Mid Cap Value Index F

ETFs
25
+ 0.29%
$164.63 - $174.58 $4.12K - $4.36K
8.56K $1.49M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
49
+ 0.87%
$148.97 - $165.88 $7.3K - $8.13K
5.65K $930K
Activity Summary
Buys All Purchases 106 New Holdings 5 Increased Positions 101 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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