Wescott Financial Advisory Group, LLC Reduced Holdings in Q4 2024

Wescott Financial Advisory Group, LLC

  • $862 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-4.82K
- 2.86%
$96.31 - $114.76 $464K - $553K
163K $16.3M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-43.7K
- 4.87%
$40.38 - $44.35 $1.77M - $1.94M
855K $35M
IWS
Ishares Russell Midcap Value E

ETFs
-5.79K
- 2.45%
$128.08 - $140.32 $741K - $812K
230K $29.8M
VO
Vanguard Mid Cap ETF

ETFs
-4.44K
- 15.75%
$261.5 - $284.63 $1.16M - $1.26M
23.7K $6.27M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-5.7K
- 77.26%
$131.66 - $144.0 $750K - $821K
1.68K $221K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-18.3K
- 5.19%
$28.88 - $29.33 $529K - $537K
334K $9.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-6.81K
- 12.96%
$77.02 - $78.58 $525K - $535K
45.7K $3.53M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.77K
- 0.55%
$77.86 - $79.27 $138K - $140K
319K $24.9M
CSL
Carlisle Companies Inc

Industrials
-1
- 0.02%
$368.67 - $480.91 $369 - $481
6.4K $2.36M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-8.65K
- 18.09%
$51.54 - $52.55 $446K - $454K
39.1K $2.02M
NSC
Norfolk Southern Corp

Industrials
-681
- 3.49%
$230.6 - $277.0 $157K - $189K
18.8K $4.42M
LMT
Lockheed Martin Corp

Industrials
-180
- 6.89%
$479.66 - $614.62 $86.3K - $111K
2.43K $1.18M
MGC
Vanguard Mega Cap ETF

ETFs
-1.76K
- 28.49%
$204.21 - $220.18 $359K - $388K
4.42K $939K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-3.9K
- 46.79%
$62.71 - $68.47 $244K - $267K
4.43K $278K
XLK
Technology Sector Spdr

ETFs
-1.3K
- 57.29%
$220.26 - $241.44 $286K - $313K
967 $224K
HSY
Hershey CO

Consumer Defensive
-8
- 0.08%
$168.67 - $193.65 $1.35K - $1.55K
9.99K $1.69M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.15K
- 42.08%
$178.39 - $215.0 $205K - $247K
1.58K $304K
VBR
Vanguard Small Cap Value ETF

ETFs
-872
- 12.57%
$197.36 - $217.3 $172K - $189K
6.06K $1.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.07K
- 42.41%
$80.13 - $83.77 $166K - $173K
2.81K $225K
VGSH
Vanguard

ETFs
-2.23K
- 4.69%
$58.02 - $58.88 $130K - $132K
45.4K $2.64M
VTV
Vanguard Value ETF

ETFs
-25
- 0.09%
$168.32 - $181.87 $4.21K - $4.55K
27.9K $4.72M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.01K
- 5.2%
$88.59 - $94.57 $89.4K - $95.4K
18.4K $1.63M
VOE
Vanguard Mid Cap Value Index F

ETFs
-469
- 5.14%
$160.89 - $176.18 $75.5K - $82.6K
8.66K $1.4M
OGN
Organon & Co.

Healthcare
-1.96K
- 10.51%
$14.44 - $18.83 $28.3K - $36.9K
16.7K $248K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.01K
- 17.12%
$129.96 - $144.97 $131K - $146K
4.89K $681K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-566
- 0.62%
$47.65 - $48.6 $27K - $27.5K
90.1K $4.31M
LVS
Las Vegas Sands Corp

Consumer Cyclical
-1.97K
- 32.85%
$47.96 - $55.17 $94.6K - $109K
4.03K $207K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-1.48K
- 5.71%
$49.58 - $50.28 $73.1K - $74.2K
24.4K $1.21M
VB
Vanguard Small Cap ETF

ETFs
-402
- 12.34%
$233.76 - $261.58 $94K - $105K
2.86K $686K
PWP
Perella Weinberg Partners

Financial Services
-9.93K
- 28.42%
$19.44 - $25.98 $193K - $258K
25K $596K
IBB
Ishares Biotechnology ETF

ETFs
-254
- 8.4%
$131.21 - $148.85 $33.3K - $37.8K
2.77K $366K
VEU
Vanguard Ftse All World Ex Us

ETFs
-102
- 0.84%
$57.29 - $63.1 $5.84K - $6.44K
12.1K $693K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-720
- 6.24%
$124.26 - $134.12 $89.5K - $96.6K
10.8K $1.39M
PEP
Pepsico Inc

Consumer Defensive
-90
- 3.62%
$151.29 - $176.1 $13.6K - $15.8K
2.4K $364K
VGT
Vanguard Information Technolog

ETFs
-121
- 19.09%
$571.78 - $647.97 $69.2K - $78.4K
513 $318K
VUG
Vanguard Growth ETF

ETFs
-1.37K
- 7.08%
$378.79 - $428.11 $518K - $585K
17.9K $7.37M
VTI
Vanguard Total Stock Market Et

ETFs
-262
- 5.69%
$280.04 - $302.45 $73.4K - $79.2K
4.35K $1.26M
SUB
Ishares Short Term National Mu

ETFs
-234
- 1.34%
$104.94 - $106.2 $24.6K - $24.9K
17.3K $1.82M
MCD
Mcdonalds Corp

Consumer Cyclical
-16
- 1.26%
$288.47 - $316.54 $4.62K - $5.06K
1.25K $362K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-130
- 2.82%
$100.16 - $100.7 $13K - $13.1K
4.49K $450K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-304
- 3.72%
$65.31 - $74.15 $19.9K - $22.5K
7.86K $530K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-34
- 2.02%
$176.42 - $186.91 $6K - $6.35K
1.65K $294K
SPY
Spdr S&P 500 ETF Trust

ETFs
-15
- 0.8%
$567.81 - $607.81 $8.52K - $9.12K
1.85K $1.08M
LRGF
Ishares Tr

ETFs
-1.78K
- 2.04%
$58.25 - $63.26 $104K - $113K
85.6K $5.17M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-327
- 0.62%
$66.77 - $71.52 $21.8K - $23.4K
52.5K $3.62M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.34K
- 1.4%
$311.11 - $335.64 $416K - $449K
93.9K $30.3M
Activity Summary
Buys All Purchases 115 New Holdings 8 Increased Positions 107 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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