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
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
28
+ 0.62%
$100.34 - $100.68 $2.81K - $2.82K
4.52K $454K
SYY
Sysco Corp

Consumer Defensive
116
+ 3.11%
$70.0 - $77.13 $8.12K - $8.95K
3.85K $288K
PULS
Pgim ETF Tr

ETFs
27
+ 0.42%
$49.56 - $49.78 $1.34K - $1.34K
6.47K $321K
OGN
Organon & Co.

Healthcare
177
+ 1.06%
$14.29 - $16.41 $2.53K - $2.9K
16.9K $250K
Dimensional ETF Trust
33.8K
+ 6.92%
N/A
523K $0
Ge Vernova Inc
8
+ 0.8%
N/A
1.01K $0
Vanguard Wellington Fd
15.5K
+ 2.46%
N/A
647K $0
META
Meta Platforms, Inc.

Communication Services
47
+ 1.54%
$576.36 - $736.67 $27.1K - $34.6K
3.11K $1.79M
ITOT
Ishares Core S&P Total U.S. St

ETFs
450
+ 4.16%
$120.29 - $134.6 $54.1K - $60.6K
11.3K $1.37M
CARR
Carrier Global Corp

Industrials
51
+ 1.29%
$62.07 - $70.55 $3.17K - $3.6K
3.99K $253K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
291
+ 9.59%
$254.58 - $302.92 $74.1K - $88.1K
3.32K $849K
BAC
Bank Of America Corp

Financial Services
283
+ 1.84%
$39.61 - $47.74 $11.2K - $13.5K
15.7K $654K
ORCL
Oracle Corp

Technology
31
+ 2.02%
$139.81 - $186.47 $4.33K - $5.78K
1.56K $218K
VGT
Vanguard Information Technolog

ETFs
2
+ 0.39%
$542.38 - $646.34 $1.08K - $1.29K
515 $279K
VV
Vanguard Large Cap ETF

ETFs
12
+ 0.36%
$253.32 - $282.66 $3.04K - $3.39K
3.39K $870K
MGC
Vanguard Mega Cap ETF

ETFs
13
+ 0.29%
$199.2 - $222.69 $2.59K - $2.89K
4.43K $892K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
7
+ 0.14%
$126.86 - $146.45 $888 - $1.03K
4.9K $622K
VTI
Vanguard Total Stock Market Et

ETFs
14
+ 0.32%
$271.18 - $303.12 $3.8K - $4.24K
4.36K $1.2M
DFAU
Dimensional ETF Tr

ETFs
44
+ 0.13%
$37.84 - $42.29 $1.66K - $1.86K
33.6K $1.29M
AVGO
Broadcom Inc.

Technology
48
+ 3.76%
$167.43 - $244.7 $8.04K - $11.7K
1.33K $222K
GOOG
Alphabet Inc.

Communication Services
37
+ 1.52%
$156.06 - $207.71 $5.77K - $7.69K
2.47K $385K
AMZN
Amazon Com Inc

Consumer Cyclical
119
+ 3.26%
$190.26 - $242.06 $22.6K - $28.8K
3.77K $716K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.02K
+ 2.58%
$37.84 - $44.02 $38.7K - $45K
40.6K $1.56M
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.1K
+ 2.66%
$37.9 - $43.9 $41.5K - $48.1K
42.4K $1.62M
PWP
Perella Weinberg Partners

Financial Services
87
+ 0.35%
$18.4 - $26.41 $1.6K - $2.3K
25.1K $461K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.02%
$154.33 - $206.19 $154 - $206
4.63K $715K
CSL
Carlisle Companies Inc

Industrials
3
+ 0.05%
$326.43 - $408.24 $979 - $1.22K
6.4K $2.18M
DFAS
Dimensional ETF Tr U S Small C

ETFs
9.34K
+ 6.17%
$58.81 - $68.2 $549K - $637K
161K $9.61M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.25K
+ 4.14%
$92.45 - $106.69 $301K - $347K
81.8K $7.59M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12.7K
+ 4.51%
$507.05 - $563.67 $6.44M - $7.16M
294K $151M
IWP
Ishares Russell Mid Cap Growth

ETFs
19.3K
+ 5.66%
$114.9 - $139.6 $2.22M - $2.7M
361K $42.4M
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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