Wescott Financial Advisory Group, LLC Portfolio Holdings
Wescott Financial Advisory Group, LLC
- $862 Million
- Q4 2024
Wescott Financial Advisory Group, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $862 Million distributed in 191 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $152M, Invesco Qqq Trust, Series 1 with a value of $75.1M, Ishares Russell Mid Cap Growth with a value of $43.3M, Ishares Core S&P 500 ETF with a value of $40.7M, and Ishares Tr with a value of $38M.
Examining the 13F form we can see an increase of $39.6M in the current position value, from $822M to 862M.
Below you can find more details about Wescott Financial Advisory Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 191
- Current Value $862 Million
- Prior Value $822 Million
- Filing
- Period Q4 2024
- Filing Date February 12, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 8 stocks
- Additional Purchases 107 stocks
- Sold out of 0 stocks
- Reduced holdings in 47 stocks