Wescott Financial Advisory Group, LLC Reduced Holdings in Q2 2025

Wescott Financial Advisory Group, LLC

  • $932 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-598
- 0.37%
$73.47 - $87.12 $43.9K - $52.1K
163K $12.9M
AAPL
Apple Inc.

Technology
-777
- 1.36%
$172.42 - $223.89 $134K - $174K
56.4K $11.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-13.2K
- 4.22%
$77.94 - $79.5 $1.03M - $1.05M
300K $23.9M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-23K
- 7.63%
$29.07 - $29.38 $668K - $676K
278K $8.16M
IEMG
Ishares Inc

ETFs
-8.2K
- 1.26%
N/A
643K $34.5M
LLY
Eli Lilly & CO

Healthcare
-3
- 0.03%
$713.71 - $898.95 $2.14K - $2.7K
9.38K $7.32M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-8.14K
- 21.14%
$51.68 - $52.76 $421K - $429K
30.4K $1.6M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.77K
- 32.67%
$162.76 - $195.77 $287K - $346K
3.64K $709K
XOM
Exxon Mobil Corp

Energy
-74
- 0.31%
$99.93 - $119.04 $7.39K - $8.81K
24K $2.59M
PG
Procter & Gamble CO

Consumer Defensive
-79
- 0.34%
$157.66 - $172.39 $12.5K - $13.6K
23.1K $3.67M
MUB
Ishares National Muni Bond ETF

ETFs
-1.68K
- 29.89%
$102.31 - $105.8 $172K - $178K
3.95K $412K
CVX
Chevron Corp

Energy
-496
- 12.83%
$133.73 - $168.51 $66.3K - $83.6K
3.37K $482K
HSY
Hershey CO

Consumer Defensive
-609
- 6.06%
$151.29 - $173.13 $92.1K - $105K
9.44K $1.57M
VGSH
Vanguard

ETFs
-2.49K
- 5.51%
$58.32 - $58.95 $145K - $147K
42.7K $2.51M
SUB
Ishares Short Term National Mu

ETFs
-1.34K
- 8.79%
$104.77 - $106.34 $141K - $143K
13.9K $1.48M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-3.84K
- 7.61%
$29.82 - $30.19 $114K - $116K
46.6K $1.41M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.08K
- 1.08%
$96.84 - $99.46 $105K - $108K
99K $9.82M
EPD
Enterprise Products Partners L.P.

Energy
-992
- 11.91%
$28.95 - $34.22 $28.7K - $33.9K
7.34K $227K
PEP
Pepsico Inc

Consumer Defensive
-121
- 5.22%
$128.02 - $151.37 $15.5K - $18.3K
2.2K $290K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-593
- 0.74%
$46.77 - $47.89 $27.7K - $28.4K
79.1K $3.75M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-632
- 1.48%
$77.74 - $78.78 $49.1K - $49.8K
42K $3.31M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-739
- 3.17%
$49.79 - $50.59 $36.8K - $37.4K
22.6K $1.14M
VZ
Verizon Communications Inc

Communication Services
-233
- 4.01%
$41.67 - $45.62 $9.71K - $10.6K
5.57K $241K
KO
Coca Cola CO

Consumer Defensive
-179
- 2.6%
$68.37 - $73.9 $12.2K - $13.2K
6.71K $474K
ADP
Automatic Data Processing Inc

Industrials
-72
- 4.89%
$276.76 - $326.81 $19.9K - $23.5K
1.4K $431K
NOC
Northrop Grumman Corp

Industrials
-4
- 0.35%
$456.3 - $540.39 $1.83K - $2.16K
1.14K $567K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-206
- 0.6%
$82.21 - $83.12 $16.9K - $17.1K
34.2K $2.83M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-141
- 0.85%
$85.42 - $94.39 $12K - $13.3K
16.4K $1.54M
GILD
Gilead Sciences, Inc.

Healthcare
-19
- 0.53%
$96.91 - $113.0 $1.84K - $2.15K
3.55K $393K
ABC
Amerisourcebergen Corp

Healthcare
-42
- 1.15%
N/A
3.6K $667K
SYY
Sysco Corp

Consumer Defensive
-124
- 3.22%
$68.0 - $75.91 $8.43K - $9.41K
3.72K $282K
QCOM
Qualcomm Inc

Technology
-95
- 3.9%
$124.66 - $159.48 $11.8K - $15.2K
2.34K $373K
Ge Vernova Inc
-45
- 4.44%
N/A
968 $0
Dimensional ETF Trust
-9.05K
- 0.94%
N/A
958K $0
Vanguard Wellington Fd
-10.2K
- 1.58%
N/A
637K $0
CVS
Cvs Health Corp

Healthcare
-16
- 0.39%
$60.04 - $70.18 $961 - $1.12K
4.14K $285K
ECL
Ecolab Inc.

Basic Materials
-22
- 2.49%
$225.65 - $270.95 $4.96K - $5.96K
862 $232K
CMI
Cummins Inc

Industrials
-1
- 0.12%
$267.12 - $336.65 $267 - $337
830 $271K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.83K
- 9.21%
$58.41 - $72.69 $282K - $351K
47.6K $3.46M
CSCO
Cisco Systems, Inc.

Technology
-266
- 5.87%
$53.19 - $69.38 $14.1K - $18.5K
4.26K $295K
INTF
Ishares Tr

ETFs
-615
- 5.45%
$27.6 - $34.51 $17K - $21.2K
10.7K $365K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-917
- 8.14%
$108.12 - $135.04 $99.1K - $124K
10.3K $1.4M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-52
- 1.03%
$54.28 - $67.95 $2.82K - $3.53K
5K $339K
VOE
Vanguard Mid Cap Value Index F

ETFs
-36
- 0.42%
$141.87 - $164.49 $5.11K - $5.92K
8.54K $1.4M
VB
Vanguard Small Cap ETF

ETFs
-28
- 1.0%
$193.73 - $237.37 $5.42K - $6.65K
2.77K $655K
COST
Costco Wholesale Corp

Consumer Defensive
-17
- 1.39%
$908.13 - $1056.85 $15.4K - $18K
1.21K $1.19M
VXF
Vanguard Extended Market ETF

ETFs
-36
- 1.29%
$150.43 - $192.71 $5.42K - $6.94K
2.75K $529K
BAC
Bank Of America Corp

Financial Services
-384
- 2.45%
$34.39 - $47.46 $13.2K - $18.2K
15.3K $724K
MSFT
Microsoft Corp

Technology
-3.11K
- 22.95%
$354.56 - $497.45 $1.1M - $1.54M
10.4K $5.19M
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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