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
IAU
Ishares Gold Trust

ETFs
1.21K
+ 9.45%
$56.1 - $64.74 $67.8K - $78.3K
14K $873K
IBM
International Business Machines Corp

Technology
14
+ 0.58%
$221.03 - $294.78 $3.09K - $4.13K
2.44K $718K
GOOGL
Alphabet Inc.

Communication Services
82
+ 1.77%
$144.7 - $178.6 $11.9K - $14.6K
4.71K $830K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.11%
$496.48 - $617.85 $993 - $1.24K
1.76K $1.09M
MMM
3 M CO

Industrials
29
+ 0.18%
$126.09 - $154.15 $3.66K - $4.47K
15.7K $2.4M
IWM
Ishares Russell 2000 ETF

ETFs
215
+ 10.59%
$174.82 - $215.79 $37.6K - $46.4K
2.25K $484K
VGT
Vanguard Information Technolog

ETFs
16
+ 3.11%
$470.37 - $663.28 $7.53K - $10.6K
531 $352K
GOOG
Alphabet Inc.

Communication Services
97
+ 3.93%
$146.58 - $180.01 $14.2K - $17.5K
2.56K $454K
CAT
Caterpillar Inc

Industrials
15
+ 1.78%
$273.94 - $388.21 $4.11K - $5.82K
856 $332K
RTX
Raytheon Technologies Corp

Industrials
3
+ 0.07%
$113.75 - $148.48 $341 - $445
4.02K $587K
LMT
Lockheed Martin Corp

Industrials
15
+ 0.62%
$430.82 - $486.45 $6.46K - $7.3K
2.44K $1.13M
CARR
Carrier Global Corp

Industrials
20
+ 0.5%
$55.55 - $75.83 $1.11K - $1.52K
4.01K $293K
PM
Philip Morris International Inc.

Consumer Defensive
6
+ 0.45%
$149.23 - $184.95 $895 - $1.11K
1.35K $245K
PWP
Perella Weinberg Partners

Financial Services
99
+ 0.39%
$15.45 - $19.88 $1.53K - $1.97K
25.2K $489K
PFE
Pfizer Inc

Healthcare
1.78K
+ 11.63%
$21.59 - $24.84 $38.4K - $44.2K
17.1K $413K
PNC
Pnc Financial Services Group, Inc.

Financial Services
42
+ 2.69%
$149.76 - $186.42 $6.29K - $7.83K
1.61K $299K
IWD
Ishares Russell 1000 Val ETF

ETFs
5
+ 0.16%
$166.82 - $194.23 $834 - $971
3.06K $594K
BK
Bank Of New York Mellon Corp

Financial Services
14
+ 0.52%
$73.31 - $91.62 $1.03K - $1.28K
2.71K $246K
QUAL
Ishares Msci Usa Quality Facto

ETFs
3
+ 0.19%
$152.42 - $182.82 $457 - $548
1.62K $295K
UL
Unilever PLC

Consumer Defensive
11
+ 0.12%
$57.9 - $65.43 $637 - $720
9.04K $553K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
3K
+ 30.0%
$2.75 - $4.79 $8.25K - $14.4K
13K $48K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
29
+ 0.16%
$51.1 - $53.29 $1.48K - $1.55K
17.7K $941K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3
+ 0.09%
$114.78 - $133.31 $344 - $400
3.28K $436K
FSK
Fs Kkr Capital Corp

Financial Services
615
+ 2.75%
$17.95 - $21.5 $11K - $13.2K
22.9K $476K
JPIB
Jpmorgan International Bond Op

ETFs
59
+ 1.21%
$47.18 - $48.62 $2.78K - $2.87K
4.94K $240K
CI
Cigna Corp

Healthcare
13
+ 1.37%
$301.89 - $340.04 $3.92K - $4.42K
965 $319K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
48
+ 0.55%
$49.73 - $51.44 $2.39K - $2.47K
8.85K $455K
VCIT
Vanguard Intermediate Term Cor

ETFs
18
+ 0.69%
$79.56 - $82.92 $1.43K - $1.49K
2.64K $218K
PULS
Pgim ETF Tr

ETFs
78
+ 1.21%
$49.39 - $49.76 $3.85K - $3.88K
6.55K $325K
CL
Colgate Palmolive CO

Consumer Defensive
111
+ 3.22%
$87.57 - $96.0 $9.72K - $10.7K
3.56K $323K
Dimensional ETF Trust
38.5K
+ 7.37%
N/A
561K $0
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 0.63%
$285.55 - $321.23 $2.28K - $2.57K
1.27K $372K
JNJ
Johnson & Johnson

Healthcare
110
+ 0.57%
$146.36 - $159.82 $16.1K - $17.6K
19.3K $2.95M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11
+ 0.1%
$483.48 - $539.8 $5.32K - $5.94K
10.5K $5.12M
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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