Wescott Financial Advisory Group, LLC Purchases in Q1 2025

Wescott Financial Advisory Group, LLC

  • $857 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
10
New
$663000.0 - $801950.0 $6.63M - $8.02M
10 $7.98M
DFIS
Dimensional ETF Tr Dimensional

ETFs
127K
+ 10.29%
$23.92 - $26.89 $3.04M - $3.42M
1.36M $35.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
33.9K
+ 13.66%
$73.78 - $76.59 $2.5M - $2.6M
282K $21.6M
DFIV
Dimensional ETF Tr

ETFs
6.36K
+ 1.52%
$35.33 - $40.77 $225K - $259K
424K $16.7M
MSFT
Microsoft Corp

Technology
4.78K
+ 54.65%
$375.39 - $447.2 $1.79M - $2.14M
13.5K $5.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
+ 0.48%
$442.66 - $534.52 $22.1K - $26.7K
10.5K $5.61M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.53K
+ 3.65%
$95.85 - $99.25 $338K - $350K
100K $9.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
16.6K
+ 14.57%
$57.21 - $65.8 $950K - $1.09M
131K $7.62M
LLY
Eli Lilly & CO

Healthcare
6
+ 0.06%
$725.72 - $929.72 $4.35K - $5.58K
9.39K $7.75M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
8.16K
+ 4.73%
$47.59 - $48.35 $388K - $395K
181K $8.73M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.84K
+ 10.74%
$105.1 - $109.61 $298K - $311K
29.3K $3.18M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
9.27K
+ 4.94%
$24.6 - $24.99 $228K - $232K
197K $4.92M
MMM
3 M CO

Industrials
6
+ 0.04%
$129.7 - $155.12 $778 - $931
15.7K $2.31M
IVE
Ishares S&P 500 Value ETF

ETFs
1.28K
+ 3.84%
$185.78 - $198.58 $237K - $253K
34.5K $6.57M
AMGN
Amgen Inc

Healthcare
719
New
$258.59 - $327.36 $186K - $235K
719 $224K
ACWI
Ishares Msci Acwi ETF

ETFs
2.21K
+ 5.75%
$115.16 - $124.13 $255K - $275K
40.7K $4.74M
PM
Philip Morris International Inc.

Consumer Defensive
1.34K
New
$117.15 - $158.79 $157K - $213K
1.34K $212K
OTIS
Otis Worldwide Corp

Industrials
1.96K
New
$90.77 - $104.01 $178K - $204K
1.96K $202K
NEE
Nextera Energy Inc

Utilities
2.85K
New
$66.96 - $76.16 $191K - $217K
2.85K $202K
NEAR
Blackrock Short Maturity Bond

ETFs
3.59K
+ 8.0%
$50.4 - $50.89 $181K - $183K
48.5K $2.47M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.73K
+ 5.22%
$32.74 - $36.2 $89.2K - $98.6K
54.9K $1.92M
CVX
Chevron Corp

Energy
374
+ 10.71%
$146.71 - $167.97 $54.9K - $62.8K
3.87K $646K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.39K
+ 4.2%
$81.83 - $82.73 $113K - $115K
34.4K $2.84M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.13K
+ 8.37%
$45.92 - $47.58 $97.9K - $101K
27.6K $1.31M
EFG
Msci Eafe Growth ETF

ETFs
870
+ 9.56%
$96.1 - $106.37 $83.6K - $92.5K
9.98K $997K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
253
+ 1.02%
$59.28 - $66.1 $15K - $16.7K
25K $1.59M
IBM
International Business Machines Corp

Technology
59
+ 2.5%
$217.4 - $264.74 $12.8K - $15.6K
2.42K $602K
IWM
Ishares Russell 2000 ETF

ETFs
545
+ 36.7%
$198.1 - $229.79 $108K - $125K
2.03K $404K
RTX
Raytheon Technologies Corp

Industrials
56
+ 1.41%
$114.1 - $135.66 $6.39K - $7.6K
4.02K $532K
KO
Coca Cola CO

Consumer Defensive
132
+ 1.95%
$60.81 - $72.32 $8.03K - $9.55K
6.89K $493K
GILD
Gilead Sciences, Inc.

Healthcare
17
+ 0.48%
$89.14 - $117.41 $1.52K - $2K
3.57K $400K
EPD
Enterprise Products Partners L.P.

Energy
1.5K
+ 21.96%
$31.75 - $34.14 $47.6K - $51.2K
8.33K $284K
AVLV
American Centy ETF Tr Avantis
875
+ 28.11%
$63.51 - $70.42 $55.6K - $61.6K
3.99K $260K
CI
Cigna Corp

Healthcare
3
+ 0.32%
$274.49 - $329.0 $823 - $987
952 $313K
VZ
Verizon Communications Inc

Communication Services
324
+ 5.91%
$37.81 - $46.49 $12.3K - $15.1K
5.81K $263K
NUDM
Nuveen Esg International Devel

ETFs
249
+ 1.47%
$29.75 - $33.12 $7.41K - $8.25K
17.2K $547K
CSCO
Cisco Systems, Inc.

Technology
468
+ 11.53%
$58.74 - $64.87 $27.5K - $30.4K
4.53K $279K
MCD
Mcdonalds Corp

Consumer Cyclical
17
+ 1.36%
$279.74 - $321.29 $4.76K - $5.46K
1.27K $395K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
10K
New
$3.25 - $5.47 $32.5K - $54.7K
10K $32K
HSY
Hershey CO

Consumer Defensive
58
+ 0.58%
$144.74 - $186.36 $8.39K - $10.8K
10.1K $1.72M
ECL
Ecolab Inc.

Basic Materials
14
+ 1.61%
$229.72 - $269.82 $3.22K - $3.78K
884 $224K
JPM
Jpmorgan Chase & CO

Financial Services
16
+ 0.55%
$225.19 - $279.95 $3.6K - $4.48K
2.94K $721K
BK
Bank Of New York Mellon Corp

Financial Services
3
+ 0.11%
$75.42 - $88.95 $226 - $267
2.7K $226K
NFLX
Netflix Inc

Communication Services
6
+ 1.71%
$828.4 - $1058.6 $4.97K - $6.35K
357 $332K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
18
+ 0.1%
$50.82 - $52.7 $915 - $949
17.6K $926K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
120
+ 1.38%
$49.67 - $51.43 $5.96K - $6.17K
8.8K $449K
IWD
Ishares Russell 1000 Val ETF

ETFs
4
+ 0.13%
$182.82 - $196.21 $731 - $785
3.05K $574K
QCOM
Qualcomm Inc

Technology
48
+ 2.01%
$151.94 - $175.86 $7.29K - $8.44K
2.44K $374K
JPIB
Jpmorgan International Bond Op

ETFs
58
+ 1.2%
$46.97 - $48.35 $2.72K - $2.8K
4.88K $233K
Activity Summary
Buys All Purchases 82 New Holdings 6 Increased Positions 76 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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