Wescott Financial Advisory Group, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $822 Million distributed in 170 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 $146M, Invesco Qqq Trust, Series 1 with a value of $70.4M, Ishares Tr with a value of $42.1M, Ishares Core S&P 500 ETF with a value of $38.7M, and Dimensional ETF Tr Us Marketwi with a value of $37.4M.
Examining the 13F form we can see an increase of $59.1M in the current position value, from $763M to 822M.
Below you can find more details about Wescott Financial Advisory Group, LLC portfolio as well as his latest detailed transactions.
