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
CARR
Carrier Global Corp

Industrials
8
+ 0.21%
$61.9 - $80.88 $495 - $647
3.8K $305K
ADP
Automatic Data Processing Inc

Industrials
9
+ 0.55%
$233.44 - $279.45 $2.1K - $2.52K
1.65K $455K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
342
+ 1.63%
$46.18 - $48.92 $15.8K - $16.7K
21.4K $1.04M
VEU
Vanguard Ftse All World Ex Us

ETFs
20
+ 0.16%
$56.47 - $63.69 $1.13K - $1.27K
12.2K $767K
CAT
Caterpillar Inc

Industrials
18
+ 2.22%
$316.8 - $391.12 $5.7K - $7.04K
827 $323K
GILD
Gilead Sciences, Inc.

Healthcare
6
+ 0.18%
$66.59 - $83.99 $400 - $504
3.37K $282K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
26
+ 0.15%
$50.85 - $53.88 $1.32K - $1.4K
17.6K $944K
GLD
Spdr Gold Trust

ETFs
26
+ 2.03%
$215.56 - $246.98 $5.6K - $6.42K
1.31K $318K
SUB
Ishares Short Term National Mu

ETFs
85
+ 0.49%
$104.3 - $106.3 $8.87K - $9.04K
17.5K $1.86M
VCIT
Vanguard Intermediate Term Cor

ETFs
238
+ 5.13%
$79.29 - $84.02 $18.9K - $20K
4.87K $408K
JPM
Jpmorgan Chase & CO

Financial Services
60
+ 2.35%
$194.9 - $224.8 $11.7K - $13.5K
2.61K $550K
QUAL
Ishares Msci Usa Quality Facto

ETFs
82
+ 5.12%
$162.64 - $179.3 $13.3K - $14.7K
1.69K $302K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
11
+ 0.19%
$116.79 - $133.54 $1.28K - $1.47K
5.9K $778K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
94
+ 1.11%
$49.82 - $52.8 $4.68K - $4.96K
8.55K $449K
CL
Colgate Palmolive CO

Consumer Defensive
11
+ 0.32%
$95.54 - $108.77 $1.05K - $1.2K
3.4K $352K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.04%
$285.48 - $330.24 $285 - $330
2.47K $793K
CI
Cigna Corp

Healthcare
5
+ 0.55%
$319.12 - $367.1 $1.6K - $1.84K
918 $318K
MUB
Ishares National Muni Bond ETF

ETFs
31
+ 0.5%
$106.13 - $108.7 $3.29K - $3.37K
6.19K $672K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7
+ 0.18%
$59.93 - $66.52 $420 - $466
3.91K $259K
PEP
Pepsico Inc

Consumer Defensive
11
+ 0.44%
$161.9 - $179.3 $1.78K - $1.97K
2.49K $422K
FSK
Fs Kkr Capital Corp

Financial Services
600
+ 2.92%
$18.74 - $20.43 $11.2K - $12.3K
21.1K $416K
JPIB
Jpmorgan International Bond Op

ETFs
56
+ 1.19%
$46.96 - $48.73 $2.63K - $2.73K
4.76K $231K
AMZN
Amazon Com Inc

Consumer Cyclical
113
+ 5.15%
$161.02 - $200.0 $18.2K - $22.6K
2.31K $430K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
58
+ 1.27%
$100.3 - $100.74 $5.82K - $5.84K
4.62K $465K
BAC
Bank Of America Corp

Financial Services
149
+ 1.0%
$36.65 - $44.13 $5.46K - $6.58K
15K $595K
PULS
Pgim ETF Tr

ETFs
90
+ 1.44%
$49.47 - $49.8 $4.45K - $4.48K
6.36K $316K
Vanguard Wellington Fd
35.1K
+ 6.04%
N/A
617K $0
Dimensional ETF Trust
68.1K
+ 17.83%
N/A
450K $0
Solventum Corp
17
+ 0.44%
N/A
3.92K $0
GOOG
Alphabet Inc.

Communication Services
89
+ 5.07%
$149.54 - $192.66 $13.3K - $17.1K
1.84K $308K
GOOGL
Alphabet Inc.

Communication Services
200
+ 5.45%
$148.65 - $191.18 $29.7K - $38.2K
3.87K $642K
QCOM
Qualcomm Inc

Technology
24
+ 1.06%
$156.12 - $209.64 $3.75K - $5.03K
2.28K $387K
MSFT
Microsoft Corp

Technology
68
+ 0.88%
$395.15 - $467.56 $26.9K - $31.8K
7.78K $3.35M
LLY
Eli Lilly & CO

Healthcare
9
+ 0.1%
$772.14 - $960.02 $6.95K - $8.64K
9.28K $8.22M
MRK
Merck & Co., Inc.

Healthcare
1.64K
+ 0.98%
$111.15 - $128.97 $182K - $211K
168K $19.1M
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
Track This Portfolio

Track Wescott Financial Advisory Group, LLC Portfolio

Follow Wescott Financial Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wescott Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wescott Financial Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email