Wescott Financial Advisory Group

Latest statistics and disclosures from Wescott Financial Advisory Group's latest quarterly 13F-HR filing:

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Positions held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wescott Financial Advisory Group

Companies in the Wescott Financial Advisory Group portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 26.5 $41M -6% 128k 319.13
Ishares Tr Rus Mdcp Val Etf (IWS) 19.4 $30M -3% 273k 109.30
Ishares Tr Rus 1000 Etf (IWB) 17.4 $27M 120k 223.83
Apple (AAPL) 4.9 $7.6M +219% 62k 122.14
Ishares Tr Msci Usa Multift (LRGF) 3.3 $5.1M +2% 125k 40.64
Procter & Gamble Company (PG) 2.0 $3.1M 23k 135.42
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.0 $3.1M -12% 36k 86.26
Ishares Tr Core Msci Eafe (IEFA) 1.7 $2.6M +3% 36k 72.04
Johnson & Johnson (JNJ) 1.3 $2.1M +4% 13k 164.33
Merck & Co (MRK) 1.3 $2.0M +4% 26k 77.09
Empire St Rlty Tr Cl A (ESRT) 1.1 $1.7M 152k 11.13
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $1.6M +19% 14k 113.85
Ishares Tr Msci Usa Min Vol (USMV) 1.0 $1.6M +9% 23k 69.17
Ishares Tr Esg Awre 1 5 Yr (SUSB) 1.0 $1.5M +10% 57k 25.98

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Ishares Tr S&p 500 Grwt Etf (IVW) 1.0 $1.5M +8% 23k 65.10
Ishares Tr S&p 500 Val Etf (IVE) 0.8 $1.2M +11% 8.8k 141.22
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $1.1M +12% 4.3k 260.32
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.7 $1.1M 16k 71.82
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.7 $1.1M +9% 21k 51.30
Facebook Cl A (FB) 0.6 $889k +15% 3.0k 294.37
Microsoft Corporation (MSFT) 0.5 $815k +162% 3.5k 235.82
Old Republic International Corporation (ORI) 0.5 $813k 37k 21.84
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.5 $770k +5% 28k 27.50
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $752k +6% 6.9k 108.58
Ishares Tr Msci Intl Multft (INTF) 0.5 $739k +13% 26k 28.72
Thermo Fisher Scientific (TMO) 0.5 $716k NEW 1.6k 456.63
Ishares Tr Msci Acwi Etf (ACWI) 0.4 $688k +35% 7.2k 95.11
Walt Disney Company (DIS) 0.4 $615k +14% 3.3k 184.46
Hershey Company (HSY) 0.4 $594k 3.8k 158.23
Bank of America Corporation (BAC) 0.4 $591k 15k 38.68
Ishares Tr Msci Usa Sml Cp (SMLF) 0.4 $583k +10% 11k 52.44
Alphabet Cap Stk Cl A (GOOGL) 0.4 $582k +3% 282.00 2063.83
Ishares Core Msci Emkt (IEMG) 0.4 $554k +4% 8.6k 64.37
Amazon (AMZN) 0.3 $498k 161.00 3093.17
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $465k +41% 11k 43.04
Ishares Tr Esg Aware Msci (ESML) 0.3 $447k +3% 12k 38.55
Ishares Gold Tr Ishares 0.3 $440k 27k 16.25
Ishares Tr Nasdaq Biotech (IBB) 0.3 $436k +4% 2.9k 150.60
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $436k +3% 8.0k 54.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $419k +30% 1.6k 255.18
Home Depot (HD) 0.2 $376k NEW 1.2k 304.95
Las Vegas Sands (LVS) 0.2 $365k 6.0k 60.83
Meridian Bank (MRBK) 0.2 $348k 13k 25.97
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $344k +3% 4.7k 72.94
Pacer Fds Tr Trendp 100 Etf (PTNQ) 0.2 $343k NEW 6.5k 52.46
Ishares Tr Msci Usa Esg Slc (SUSA) 0.2 $341k +16% 3.9k 87.84
Coca-Cola Company (KO) 0.2 $318k 6.0k 52.71
Trane Technologies SHS (TT) 0.2 $301k 1.8k 165.38
WesBan (WSBC) 0.2 $300k 8.3k 36.00
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.2 $291k NEW 8.4k 34.84
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.2 $279k NEW 8.0k 34.76
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $275k +26% 3.6k 75.84
Ishares Msci Emerg Mkt (EMGF) 0.2 $257k +18% 4.9k 51.95
Etf Ser Solutions Us Glb Jets (JETS) 0.2 $250k NEW 9.3k 26.93
Spdr Ser Tr S&p Transn Etf (XTN) 0.2 $240k NEW 2.7k 87.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $232k NEW 637.00 364.21
Penumbra (PEN) 0.1 $230k NEW 850.00 270.59
Shift Technologies Cl A (SFT) 0.1 $196k NEW 24k 8.30
Empire St Rlty Op Unit Ltd Prt 60 (OGCP) 0.1 $184k 17k 11.17
Empire St Rlty Op Unit Ltd Prtnsp (ESBA) 0.1 $182k 16k 11.09
General Electric Company (GE) 0.1 $147k +7% 11k 13.09
Ampio Pharmaceuticals (AMPE) 0.0 $35k 21k 1.71

Past Filings by Wescott Financial Advisory Group

SEC 13F filings are viewable for Wescott Financial Advisory Group going back to 2021