Wescott Financial Advisory Group, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $857 Million distributed in 189 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $151M, Invesco Qqq Trust, Series 1 with a value of $68.9M, Ishares Russell Mid Cap Growth with a value of $42.4M, Ishares Tr with a value of $40.4M, and Ishares Core S&P 500 ETF with a value of $37.1M.
Examining the 13F form we can see an decrease of $5.35M in the current position value, from $862M to 857M.
Below you can find more details about Wescott Financial Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$857 Million
ETFs: $755 Million
Healthcare: $28.4 Million
Technology: $20.4 Million
Financial Services: $17.8 Million
Industrials: $13.9 Million
Consumer Defensive: $9.02 Million
Communication Services: $4.27 Million
Energy: $3.79 Million
Other: $3.26 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
