Wescott Financial Advisory Group, LLC Sells in Q3 2025

Wescott Financial Advisory Group, LLC

  • $995 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
-18.1K
- 2.81%
N/A
625K $33.5M
VV
Vanguard Large Cap ETF

ETFs
-1.58K
- 29.57%
$285.05 - $309.14 $451K - $489K
3.77K $1.16M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-6.75K
- 2.42%
$29.12 - $29.34 $197K - $198K
272K $7.97M
LLY
Eli Lilly & CO

Healthcare
-26
- 0.28%
$625.65 - $812.69 $16.3K - $21.1K
9.36K $7.14M
IWP
Ishares Russell Mid Cap Growth

ETFs
-10.1K
- 2.91%
$137.51 - $145.26 $1.39M - $1.47M
338K $48.2M
PG
Procter & Gamble CO

Consumer Defensive
-53
- 0.23%
$150.47 - $161.22 $7.97K - $8.54K
23K $3.54M
DFAI
Dimensional ETF Tr

ETFs
-6.23K
- 9.48%
$34.05 - $36.55 $212K - $228K
59.5K $2.16M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-3.45K
- 7.4%
$30.02 - $30.29 $103K - $104K
43.1K $1.31M
LMT
Lockheed Martin Corp

Industrials
-363
- 14.88%
$410.74 - $499.21 $149K - $181K
2.08K $1.04M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.66K
- 21.29%
$49.43 - $54.52 $131K - $145K
9.84K $532K
UL
Unilever PLC

Consumer Defensive
-1.01K
- 11.18%
$58.43 - $65.01 $59.1K - $65.7K
8.03K $476K
CARR
Carrier Global Corp

Industrials
-37
- 0.92%
$58.75 - $80.73 $2.17K - $2.99K
3.98K $237K
PWP
Perella Weinberg Partners

Financial Services
-4.94K
- 19.59%
$19.12 - $23.14 $94.4K - $114K
20.3K $437K
CI
Cigna Corp

Healthcare
-34
- 3.52%
$262.23 - $334.39 $8.92K - $11.4K
931 $268K
AMZN
Amazon Com Inc

Consumer Cyclical
-199
- 4.98%
$211.65 - $238.24 $42.1K - $47.4K
3.8K $834K
PFE
Pfizer Inc

Healthcare
-2.18K
- 12.75%
$23.29 - $25.88 $50.7K - $56.3K
14.9K $379K
OGN
Organon & Co.

Healthcare
-4.45K
- 26.41%
$8.4 - $10.85 $37.4K - $48.3K
12.4K $132K
PM
Philip Morris International Inc.

Consumer Defensive
-19
- 1.41%
$157.77 - $183.27 $3K - $3.48K
1.33K $215K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-347
- 0.83%
$78.11 - $79.07 $27.1K - $27.4K
41.7K $3.29M
ABC
Amerisourcebergen Corp

Healthcare
-94
- 2.61%
N/A
3.51K $649K
VCIT
Vanguard Intermediate Term Cor

ETFs
-79
- 3.0%
$81.75 - $84.54 $6.46K - $6.68K
2.56K $214K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-778
- 7.52%
$135.0 - $146.02 $105K - $114K
9.57K $1.39M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-145
- 0.64%
$50.29 - $50.86 $7.29K - $7.37K
22.5K $1.14M
DGX
Quest Diagnostics Inc

Healthcare
-3
- 0.27%
N/A
1.13K $154K
Solventum Corp
-6
- 0.15%
N/A
3.92K $0
GILD
Gilead Sciences, Inc.

Healthcare
-5
- 0.14%
$108.22 - $120.47 $541 - $602
3.55K $393K
Vanguard Wellington Fd
-921
- 0.14%
N/A
636K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-168
- 5.13%
$132.9 - $142.03 $22.3K - $23.9K
3.11K $438K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-195
- 1.19%
$92.18 - $95.14 $18K - $18.6K
16.2K $1.54M
IWM
Ishares Russell 2000 ETF

ETFs
-209
- 9.31%
$214.92 - $244.84 $44.9K - $51.2K
2.04K $492K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-5.32K
- 4.92%
$28.15 - $30.13 $150K - $160K
103K $3.05M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-221
- 4.42%
$68.27 - $75.58 $15.1K - $16.7K
4.78K $355K
VGT
Vanguard Information Technolog

ETFs
-29
- 5.46%
$656.44 - $753.15 $19K - $21.8K
502 $374K
MGC
Vanguard Mega Cap ETF

ETFs
-215
- 4.85%
$224.2 - $245.55 $48.2K - $52.8K
4.22K $1.03M
VB
Vanguard Small Cap ETF

ETFs
-34
- 1.23%
$237.58 - $259.17 $8.08K - $8.81K
2.73K $694K
HSY
Hershey CO

Consumer Defensive
-810
- 8.58%
$161.95 - $193.45 $131K - $157K
8.63K $1.61M
DFAU
Dimensional ETF Tr

ETFs
-1.05K
- 3.13%
$42.42 - $45.96 $44.6K - $48.3K
32.6K $1.49M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.39K
- 5.02%
$72.65 - $78.68 $173K - $188K
45.2K $3.54M
GLD
Spdr Gold Trust

ETFs
-18
- 1.0%
$300.96 - $355.47 $5.42K - $6.4K
1.79K $635K
VTV
Vanguard Value ETF

ETFs
-525
- 2.25%
$175.51 - $186.57 $92.1K - $97.9K
22.8K $4.25M
IXUS
Ishares Tr

ETFs
-983
- 2.09%
$76.35 - $82.58 $75.1K - $81.2K
46.1K $3.81M
VEA
Vanguard Ftse Developed Market

ETFs
-1.43K
- 1.6%
$56.02 - $60.3 $80.3K - $86.4K
87.9K $5.27M
MRK
Merck & Co., Inc.

Healthcare
-6.83K
- 4.2%
$77.6 - $87.37 $530K - $597K
156K $13.1M
VO
Vanguard Mid Cap ETF

ETFs
-174
- 0.81%
$279.83 - $293.74 $48.7K - $51.1K
21.4K $6.28M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.26K
- 2.24%
$68.24 - $73.73 $154K - $166K
98.5K $7.24M
LRGF
Ishares Tr

ETFs
-419
- 0.53%
$64.13 - $69.24 $26.9K - $29K
78.8K $5.45M
VUG
Vanguard Growth ETF

ETFs
-351
- 2.46%
$433.97 - $484.08 $152K - $170K
13.9K $6.67M
NSC
Norfolk Southern Corp

Industrials
-254
- 1.35%
$259.49 - $300.41 $65.9K - $76.3K
18.6K $5.58M
IWS
Ishares Russell Midcap Value E

ETFs
-4.07K
- 1.9%
$132.83 - $140.61 $540K - $572K
210K $29.4M
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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