Wescott Financial Advisory Group, LLC Incresed Positions in Q2 2025

Wescott Financial Advisory Group, LLC

  • $932 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.74K
+ 0.59%
$456.74 - $568.03 $792K - $986K
296K $168M
QQQ
Invesco Qqq Trust, Series 1

ETFs
835
+ 0.57%
$416.06 - $551.64 $347K - $461K
148K $81.5M
IVV
Ishares Core S&P 500 ETF

ETFs
2.05K
+ 3.11%
$498.8 - $620.9 $1.02M - $1.27M
68.1K $42.3M
VTI
Vanguard Total Stock Market Et

ETFs
12.1K
+ 277.93%
$243.75 - $303.93 $2.95M - $3.68M
16.5K $5.01M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.5K
+ 3.06%
$82.96 - $110.1 $207K - $275K
84.3K $9.28M
DFAE
Dimensional ETF Tr

ETFs
7.55K
+ 1.66%
$22.87 - $28.95 $173K - $218K
463K $13.4M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
16.8K
+ 5.94%
$75.05 - $77.34 $1.26M - $1.3M
299K $23.1M
DFIV
Dimensional ETF Tr

ETFs
739
+ 0.17%
$34.67 - $43.21 $25.6K - $31.9K
425K $18.2M
DFAS
Dimensional ETF Tr U S Small C

ETFs
11.4K
+ 7.06%
$52.31 - $63.72 $594K - $724K
172K $11M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.81K
+ 9.58%
$55.54 - $69.09 $489K - $609K
101K $6.96M
VEA
Vanguard Ftse Developed Market

ETFs
9.36K
+ 11.7%
$45.65 - $57.01 $427K - $533K
89.3K $5.09M
VV
Vanguard Large Cap ETF

ETFs
1.96K
+ 58.0%
$228.25 - $285.3 $448K - $560K
5.35K $1.53M
ACWI
Ishares Msci Acwi ETF

ETFs
1.07K
+ 2.63%
$103.59 - $128.6 $111K - $138K
41.8K $5.37M
IWF
Ishares Russell 1000 Gr ETF

ETFs
358
+ 5.97%
$320.42 - $424.58 $115K - $152K
6.35K $2.7M
NVDA
Nvidia Corp

Technology
802
+ 10.3%
$94.31 - $157.99 $75.6K - $127K
8.59K $1.36M
META
Meta Platforms, Inc.

Communication Services
5
+ 0.16%
$484.66 - $738.09 $2.42K - $3.69K
3.11K $2.3M
IVE
Ishares S&P 500 Value ETF

ETFs
1.37K
+ 3.98%
$168.34 - $195.42 $231K - $268K
35.8K $7M
GS
Goldman Sachs Group Inc

Financial Services
9
+ 0.35%
$462.22 - $707.75 $4.16K - $6.37K
2.61K $1.85M
VEU
Vanguard Ftse All World Ex Us

ETFs
4.94K
+ 43.84%
$54.19 - $67.22 $268K - $332K
16.2K $1.09M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.99K
+ 16.96%
$101.97 - $126.75 $203K - $252K
13.7K $1.74M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.18K
+ 3.96%
$30.87 - $39.17 $67.2K - $85.3K
57.1K $2.24M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.61K
+ 15.79%
$70.54 - $93.95 $113K - $151K
11.8K $1.11M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
5.72K
+ 20.73%
$46.41 - $47.7 $266K - $273K
33.3K $1.58M
AVGO
Broadcom Inc.

Technology
445
+ 33.56%
$146.29 - $275.65 $65.1K - $123K
1.77K $488K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
712
+ 1.87%
$90.56 - $109.49 $64.5K - $78K
38.9K $4.25M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
180
+ 0.72%
$57.14 - $72.68 $10.3K - $13.1K
25.1K $1.83M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.73K
+ 16.45%
$73.02 - $90.22 $127K - $156K
12.3K $1.09M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
7.86K
+ 4.0%
$24.66 - $25.17 $194K - $198K
205K $5.15M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
708
+ 14.46%
$113.67 - $150.4 $80.5K - $106K
5.61K $842K
DIS
Walt Disney CO

Communication Services
95
+ 1.19%
$81.72 - $124.01 $7.76K - $11.8K
8.06K $1M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.55K
+ 5.28%
$105.23 - $109.61 $163K - $169K
30.8K $3.38M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
332
+ 9.99%
$224.16 - $285.86 $74.4K - $94.9K
3.66K $1.05M
GLD
Spdr Gold Trust

ETFs
557
+ 44.6%
$273.71 - $316.29 $152K - $176K
1.81K $550K
EFG
Msci Eafe Growth ETF

ETFs
640
+ 6.42%
$89.8 - $112.0 $57.5K - $71.7K
10.6K $1.19M
MAR
Marriott International Inc

Consumer Cyclical
21
+ 0.4%
$211.12 - $274.14 $4.43K - $5.76K
5.25K $1.44M
NUDM
Nuveen Esg International Devel

ETFs
3.3K
+ 19.2%
$28.66 - $35.49 $94.5K - $117K
20.5K $726K
TT
Trane Technologies PLC

Industrials
13
+ 0.78%
$315.21 - $437.41 $4.1K - $5.69K
1.68K $735K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.31K
+ 3.22%
$33.46 - $41.33 $43.8K - $54.1K
41.9K $1.73M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
3.5K
+ 20.9%
$36.02 - $41.92 $126K - $147K
20.2K $848K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.31K
+ 1.28%
$47.89 - $48.65 $111K - $112K
183K $8.9M
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.56K
+ 3.69%
$33.38 - $40.81 $52.1K - $63.7K
43.9K $1.79M
TSLA
Tesla, Inc.

Consumer Cyclical
195
+ 11.28%
$221.86 - $362.89 $43.3K - $70.8K
1.92K $611K
NFLX
Netflix Inc

Communication Services
12
+ 3.36%
$855.86 - $1339.13 $10.3K - $16.1K
369 $494K
AMZN
Amazon Com Inc

Consumer Cyclical
231
+ 6.13%
$167.32 - $223.3 $38.7K - $51.6K
4K $877K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.03K
+ 19.44%
$39.89 - $49.46 $81.1K - $101K
12.5K $618K
NEAR
Blackrock Short Maturity Bond

ETFs
2.59K
+ 5.34%
$50.41 - $51.17 $130K - $132K
51.1K $2.61M
JPM
Jpmorgan Chase & CO

Financial Services
22
+ 0.75%
$210.28 - $289.91 $4.63K - $6.38K
2.97K $859K
DFAU
Dimensional ETF Tr

ETFs
54
+ 0.16%
$34.04 - $42.36 $1.84K - $2.29K
33.6K $1.42M
ORCL
Oracle Corp

Technology
12
+ 0.77%
$122.82 - $218.63 $1.47K - $2.62K
1.57K $344K
Activity Summary
Buys All Purchases 94 New Holdings 9 Increased Positions 85 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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