Wescott Financial Advisory Group, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $862 Million distributed in 191 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 $152M, Invesco Qqq Trust, Series 1 with a value of $75.1M, Ishares Russell Mid Cap Growth with a value of $43.3M, Ishares Core S&P 500 ETF with a value of $40.7M, and Ishares Tr with a value of $38M.
Examining the 13F form we can see an increase of $39.6M in the current position value, from $822M to 862M.
Below you can find more details about Wescott Financial Advisory Group, LLC portfolio as well as his latest detailed transactions.
