Wescott Financial Advisory Group, LLC Incresed Positions in Q3 2024

Wescott Financial Advisory Group, LLC

  • $822 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFIS
Dimensional ETF Tr Dimensional

ETFs
612K
+ 102.34%
$24.06 - $26.97 $14.7M - $16.5M
1.21M $32.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
17
+ 0.01%
$475.2 - $527.7 $8.08K - $8.97K
276K $146M
IEFA
Ishares Tr

ETFs
20.9K
+ 4.02%
$70.09 - $78.74 $1.46M - $1.64M
540K $42.1M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
37.6K
+ 26.13%
$74.26 - $78.84 $2.79M - $2.96M
181K $14.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.31K
+ 3.08%
$434.77 - $502.96 $1.87M - $2.17M
144K $70.4M
IVV
Ishares Core S&P 500 ETF

ETFs
1.02K
+ 1.54%
$520.18 - $576.82 $528K - $585K
67.1K $38.7M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
299
+ 0.03%
$38.51 - $41.69 $11.5K - $12.5K
898K $37.4M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
13.7K
+ 4.48%
$76.94 - $79.54 $1.06M - $1.09M
321K $25.5M
DFAS
Dimensional ETF Tr U S Small C

ETFs
11.2K
+ 8.11%
$59.25 - $65.33 $661K - $728K
149K $9.64M
DFIV
Dimensional ETF Tr

ETFs
5.41K
+ 1.35%
$34.66 - $38.38 $188K - $208K
405K $15.4M
JNJ
Johnson & Johnson

Healthcare
3.72K
+ 22.37%
$145.48 - $167.38 $541K - $623K
20.4K $3.3M
IVE
Ishares S&P 500 Value ETF

ETFs
1.36K
+ 4.57%
$181.06 - $197.17 $246K - $268K
31.1K $6.14M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
10.5K
+ 7.45%
$47.18 - $48.74 $497K - $513K
152K $7.39M
NSC
Norfolk Southern Corp

Industrials
92
+ 0.47%
$213.75 - $259.69 $19.7K - $23.9K
19.5K $4.85M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.47K
+ 5.5%
$96.25 - $101.98 $334K - $354K
66.5K $6.74M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.37K
+ 2.38%
$103.87 - $117.59 $142K - $161K
58.7K $6.88M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.16K
+ 1.96%
$57.32 - $62.65 $124K - $135K
112K $7M
ACWI
Ishares Msci Acwi ETF

ETFs
2.54K
+ 7.32%
$107.24 - $119.84 $272K - $304K
37.2K $4.45M
MMM
3 M CO

Industrials
18
+ 0.12%
$99.69 - $139.42 $1.79K - $2.51K
15.7K $2.14M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.4K
+ 17.52%
$106.11 - $113.72 $360K - $386K
22.8K $2.57M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
809
+ 2.17%
$105.53 - $118.34 $85.4K - $95.7K
38.1K $4.45M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.62K
+ 3.77%
$84.77 - $97.13 $222K - $254K
72.2K $6.91M
NOC
Northrop Grumman Corp

Industrials
10
+ 0.2%
$423.73 - $533.14 $4.24K - $5.33K
5.02K $2.65M
LMT
Lockheed Martin Corp

Industrials
7
+ 0.27%
$460.3 - $584.56 $3.22K - $4.09K
2.61K $1.53M
NEAR
Blackrock Short Maturity Bond

ETFs
4.61K
+ 13.54%
$50.09 - $51.31 $231K - $236K
38.6K $1.98M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
4.36K
+ 2.46%
$24.38 - $25.2 $106K - $110K
182K $4.57M
PFE
Pfizer Inc

Healthcare
7.52K
+ 94.08%
$27.7 - $31.39 $208K - $236K
15.5K $449K
META
Meta Platforms, Inc.

Communication Services
30
+ 1.03%
$453.41 - $572.44 $13.6K - $17.2K
2.96K $1.69M
PG
Procter & Gamble CO

Consumer Defensive
45
+ 0.19%
$160.76 - $177.82 $7.23K - $8K
23.2K $4.02M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.83K
+ 6.66%
$81.31 - $83.29 $149K - $153K
29.3K $2.44M
NUSC
Nuveen Esg Small Cap ETF

ETFs
638
+ 1.58%
$38.89 - $42.97 $24.8K - $27.4K
41K $1.76M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
346
+ 14.64%
$256.4 - $289.78 $88.7K - $100K
2.71K $769K
TSLA
Tesla, Inc.

Consumer Cyclical
65
+ 3.25%
$191.76 - $263.26 $12.5K - $17.1K
2.07K $540K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
285
+ 0.73%
$38.03 - $42.06 $10.8K - $12K
39.5K $1.65M
EFG
Msci Eafe Growth ETF

ETFs
845
+ 12.18%
$96.84 - $108.77 $81.8K - $91.9K
7.78K $837K
GS
Goldman Sachs Group Inc

Financial Services
18
+ 0.67%
$459.02 - $510.25 $8.26K - $9.18K
2.72K $1.35M
GE
General Electric CO

Industrials
23
+ 0.59%
$156.66 - $189.66 $3.6K - $4.36K
3.93K $741K
NVDA
Nvidia Corp

Technology
997
+ 33.79%
$98.91 - $134.91 $98.6K - $135K
3.95K $479K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
34
+ 0.46%
$125.95 - $142.04 $4.28K - $4.83K
7.38K $1.05M
IBM
International Business Machines Corp

Technology
17
+ 0.76%
$175.1 - $223.38 $2.98K - $3.8K
2.26K $500K
TT
Trane Technologies PLC

Industrials
28
+ 1.65%
$314.21 - $388.71 $8.8K - $10.9K
1.72K $669K
IEMG
Ishares Inc

ETFs
690
+ 0.11%
$53.64 - $53.64 $37K - $37K
649K $34.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
98
+ 5.55%
$517.38 - $573.86 $50.7K - $56.2K
1.87K $1.07M
CVS
Cvs Health Corp

Healthcare
1.04K
+ 17.33%
$55.81 - $63.18 $57.8K - $65.4K
7.01K $440K
VTI
Vanguard Total Stock Market Et

ETFs
50
+ 1.1%
$255.18 - $283.2 $12.8K - $14.2K
4.61K $1.3M
RTX
Raytheon Technologies Corp

Industrials
34
+ 0.89%
$99.55 - $123.34 $3.38K - $4.19K
3.84K $464K
DFAU
Dimensional ETF Tr

ETFs
53
+ 0.16%
$35.8 - $39.69 $1.9K - $2.1K
33.4K $1.33M
MCD
Mcdonalds Corp

Consumer Cyclical
37
+ 3.01%
$245.82 - $304.51 $9.1K - $11.3K
1.27K $385K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
40
+ 0.04%
$47.7 - $48.54 $1.91K - $1.94K
90.7K $4.4M
Activity Summary
Buys All Purchases 94 New Holdings 8 Increased Positions 86 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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