Wescott Financial Advisory Group, LLC Incresed Positions in Q4 2024

Wescott Financial Advisory Group, LLC

  • $862 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWP
Ishares Russell Mid Cap Growth

ETFs
283K
+ 482.48%
$116.4 - $138.52 $32.9M - $39.2M
342K $43.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.23K
+ 1.89%
$521.84 - $558.82 $2.73M - $2.92M
281K $152M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.6K
+ 1.8%
$481.22 - $538.17 $1.25M - $1.4M
147K $75.1M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
67.1K
+ 37.02%
$74.5 - $78.37 $5M - $5.26M
248K $18.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
30K
+ 45.15%
$96.64 - $101.23 $2.9M - $3.04M
96.6K $9.36M
IVV
Ishares Core S&P 500 ETF

ETFs
2.02K
+ 3.01%
$570.51 - $610.59 $1.15M - $1.23M
69.1K $40.7M
AAPL
Apple Inc.

Technology
1.84K
+ 3.28%
$221.69 - $259.02 $408K - $477K
58.1K $14.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.36K
+ 8.82%
$94.43 - $105.47 $601K - $671K
78.5K $7.97M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
20.6K
+ 13.56%
$47.58 - $48.56 $979K - $999K
172K $8.24M
NVDA
Nvidia Corp

Technology
3.91K
+ 98.94%
$117.0 - $148.88 $457K - $582K
7.85K $1.05M
AMZN
Amazon Com Inc

Consumer Cyclical
1.34K
+ 57.99%
$180.88 - $232.93 $242K - $312K
3.65K $800K
MSFT
Microsoft Corp

Technology
972
+ 12.5%
$406.35 - $454.46 $395K - $442K
8.75K $3.69M
NEAR
Blackrock Short Maturity Bond

ETFs
6.25K
+ 16.18%
$50.28 - $51.08 $314K - $319K
44.9K $2.27M
IEMG
Ishares Inc

ETFs
4.98K
+ 0.77%
N/A
654K $35.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.65K
+ 12.44%
$81.68 - $82.93 $298K - $303K
33K $2.7M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.64K
+ 15.97%
$106.56 - $113.11 $388K - $412K
26.4K $2.82M
GOOGL
Alphabet Inc.

Communication Services
756
+ 19.53%
$161.86 - $196.66 $122K - $149K
4.63K $875K
GS
Goldman Sachs Group Inc

Financial Services
30
+ 1.1%
$486.1 - $608.57 $14.6K - $18.3K
2.75K $1.57M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.83K
+ 1.9%
$63.58 - $71.15 $180K - $201K
151K $9.86M
IVE
Ishares S&P 500 Value ETF

ETFs
2.08K
+ 6.69%
$189.5 - $206.17 $394K - $429K
33.2K $6.34M
MAR
Marriott International Inc

Consumer Cyclical
35
+ 0.63%
$246.06 - $292.59 $8.61K - $10.2K
5.55K $1.55M
DIS
Walt Disney CO

Communication Services
454
+ 5.9%
$92.39 - $117.6 $41.9K - $53.4K
8.15K $907K
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.05%
$370.24 - $418.94 $1.11K - $1.26K
6.13K $2.46M
GOOG
Alphabet Inc.

Communication Services
587
+ 31.85%
$163.08 - $198.16 $95.7K - $116K
2.43K $462K
JPM
Jpmorgan Chase & CO

Financial Services
313
+ 11.97%
$205.18 - $250.29 $64.2K - $78.3K
2.93K $701K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.09K
+ 19.12%
$46.33 - $48.6 $189K - $199K
25.5K $1.18M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
861
+ 7.82%
$118.0 - $127.04 $102K - $109K
11.9K $1.44M
META
Meta Platforms, Inc.

Communication Services
105
+ 3.55%
$554.08 - $632.68 $58.2K - $66.4K
3.06K $1.81M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.77K
+ 1.58%
$61.68 - $67.87 $109K - $120K
114K $7.1M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
323
+ 11.92%
$278.19 - $315.36 $89.9K - $102K
3.03K $872K
NFLX
Netflix Inc

Communication Services
54
+ 18.18%
$687.65 - $936.56 $37.1K - $50.6K
351 $312K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
770
+ 7.73%
$81.6 - $90.89 $62.8K - $70K
10.7K $920K
COST
Costco Wholesale Corp

Consumer Defensive
65
+ 5.58%
$873.59 - $994.69 $56.8K - $64.7K
1.23K $1.13M
BAC
Bank Of America Corp

Financial Services
413
+ 2.75%
$39.22 - $47.77 $16.2K - $19.7K
15.4K $677K
ACWI
Ishares Msci Acwi ETF

ETFs
1.26K
+ 3.39%
$117.05 - $123.03 $148K - $155K
38.5K $4.52M
FSK
Fs Kkr Capital Corp

Financial Services
1.22K
+ 5.76%
$19.71 - $22.22 $24K - $27K
22.3K $485K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
5.64K
+ 3.1%
$24.61 - $25.12 $139K - $142K
187K $4.63M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.04%
$316.94 - $357.88 $317 - $358
2.47K $846K
ADP
Automatic Data Processing Inc

Industrials
89
+ 5.41%
$280.08 - $307.97 $24.9K - $27.4K
1.73K $507K
GILD
Gilead Sciences, Inc.

Healthcare
182
+ 5.4%
$83.95 - $97.9 $15.3K - $17.8K
3.55K $328K
EFG
Msci Eafe Growth ETF

ETFs
1.32K
+ 16.97%
$96.83 - $106.88 $128K - $141K
9.11K $881K
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
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
Track This Portfolio

Track Wescott Financial Advisory Group, LLC Portfolio

Follow Wescott Financial Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wescott Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wescott Financial Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email