Wescott Financial Advisory Group, LLC Reduced Holdings in Q3 2024

Wescott Financial Advisory Group, LLC

  • $822 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWS
Ishares Russell Midcap Value E

ETFs
-36K
- 13.24%
$119.52 - $132.25 $4.31M - $4.76M
236K $31.2M
PWP
Perella Weinberg Partners

Financial Services
-57.9K
- 62.37%
$15.78 - $20.47 $914K - $1.19M
34.9K $674K
VOE
Vanguard Mid Cap Value Index F

ETFs
-3.21K
- 25.98%
$149.02 - $167.67 $478K - $537K
9.13K $1.53M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-6.59K
- 15.1%
$75.47 - $83.18 $497K - $548K
37.1K $3.08M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-5.22K
- 9.04%
$76.38 - $78.87 $399K - $412K
52.6K $4.14M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.73K
- 19.16%
$113.41 - $125.62 $310K - $343K
11.5K $1.45M
WAL
Western Alliance Bancorporation

Financial Services
-5K
- 50.0%
$61.15 - $88.41 $306K - $442K
5K $432K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.63K
- 32.0%
$117.9 - $128.2 $192K - $209K
3.46K $443K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.53K
- 35.99%
$156.14 - $187.2 $239K - $287K
2.73K $503K
XLK
Technology Sector Spdr

ETFs
-611
- 21.25%
$197.34 - $237.68 $121K - $145K
2.26K $511K
DFAX
Dimensional ETF Tr
-3.45K
- 28.23%
$24.29 - $27.25 $83.9K - $94.1K
8.78K $237K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-820
- 11.85%
$92.63 - $105.69 $76K - $86.7K
6.1K $635K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-2.75K
- 4.47%
$29.58 - $30.31 $81.3K - $83.3K
58.7K $1.78M
VB
Vanguard Small Cap ETF

ETFs
-485
- 12.96%
$214.77 - $237.72 $104K - $115K
3.26K $772K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.66K
- 13.78%
$41.9 - $48.26 $69.7K - $80.3K
10.4K $497K
CVX
Chevron Corp

Energy
-9
- 0.27%
$137.88 - $161.97 $1.24K - $1.46K
3.27K $481K
OGN
Organon & Co.

Healthcare
-12
- 0.06%
$18.65 - $23.03 $224 - $276
18.6K $356K
DIS
Walt Disney CO

Communication Services
-39
- 0.5%
$85.6 - $98.61 $3.34K - $3.85K
7.7K $740K
DFAI
Dimensional ETF Tr

ETFs
-4.82K
- 8.01%
$28.69 - $32.06 $138K - $155K
55.4K $1.76M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-1.05K
- 11.38%
$60.1 - $66.57 $63K - $69.8K
8.16K $541K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-749
- 8.26%
$61.97 - $69.37 $46.4K - $52K
8.32K $574K
IWD
Ishares Russell 1000 Val ETF

ETFs
-271
- 8.17%
$173.36 - $189.8 $47K - $51.4K
3.05K $577K
Dimensional ETF Trust
-147K
- 13.26%
N/A
961K $0
IWM
Ishares Russell 2000 ETF

ETFs
-130
- 8.06%
$200.87 - $224.6 $26.1K - $29.2K
1.48K $327K
MGC
Vanguard Mega Cap ETF

ETFs
-271
- 4.2%
$185.93 - $206.64 $50.4K - $56K
6.18K $1.28M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-156
- 2.48%
$332.02 - $382.76 $51.8K - $59.7K
6.13K $2.3M
INTF
Ishares Tr

ETFs
-538
- 4.19%
$28.08 - $31.79 $15.1K - $17.1K
12.3K $386K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-34
- 0.34%
$73.86 - $84.2 $2.51K - $2.86K
9.96K $822K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-320
- 1.22%
$49.07 - $50.44 $15.7K - $16.1K
25.8K $1.3M
COST
Costco Wholesale Corp

Consumer Defensive
-32
- 2.68%
$801.83 - $917.05 $25.7K - $29.3K
1.16K $1.03M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-139
- 4.19%
$111.9 - $124.28 $15.6K - $17.3K
3.18K $392K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-877
- 1.8%
$51.02 - $52.74 $44.7K - $46.3K
47.8K $2.52M
VV
Vanguard Large Cap ETF

ETFs
-86
- 2.5%
$236.92 - $263.4 $20.4K - $22.7K
3.35K $882K
UL
Unilever PLC

Consumer Defensive
-1.2K
- 11.73%
$54.7 - $65.59 $65.6K - $78.7K
9.03K $586K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-5.61K
- 1.57%
$28.75 - $29.46 $161K - $165K
353K $10.4M
NUDM
Nuveen Esg International Devel

ETFs
-212
- 1.42%
$30.15 - $34.01 $6.39K - $7.21K
14.7K $495K
CMI
Cummins Inc

Industrials
-25
- 2.98%
$266.63 - $326.4 $6.67K - $8.16K
815 $263K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-24
- 0.4%
$37.86 - $51.12 $909 - $1.23K
6K $302K
MAR
Marriott International Inc

Consumer Cyclical
-9
- 0.16%
$211.35 - $255.11 $1.9K - $2.3K
5.52K $1.37M
XOM
Exxon Mobil Corp

Energy
-59
- 0.25%
$109.72 - $119.0 $6.47K - $7.02K
24K $2.81M
VGSH
Vanguard

ETFs
-62
- 0.13%
$57.74 - $59.13 $3.58K - $3.67K
47.6K $2.81M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-295
- 1.95%
$37.61 - $41.72 $11.1K - $12.3K
14.8K $618K
KO
Coca Cola CO

Consumer Defensive
-22
- 0.36%
$62.69 - $73.01 $1.38K - $1.61K
6.16K $442K
VBR
Vanguard Small Cap Value ETF

ETFs
-341
- 4.69%
$179.99 - $201.6 $61.4K - $68.7K
6.94K $1.39M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-12
- 0.1%
$75.63 - $84.89 $908 - $1.02K
12.2K $1.03M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-149
- 1.34%
$108.44 - $120.37 $16.2K - $17.9K
11K $1.33M
IAU
Ishares Gold Trust

ETFs
-436
- 2.61%
$44.06 - $50.5 $19.2K - $22K
16.2K $807K
HSY
Hershey CO

Consumer Defensive
-19
- 0.19%
$182.45 - $203.25 $3.47K - $3.86K
10K $1.92M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-619
- 3.09%
$83.76 - $91.82 $51.8K - $56.8K
19.4K $1.77M
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