Wescott Financial Advisory Group, LLC Portfolio Holdings
Q3 2025•177 long positions•$1.1B portfolio value
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Holding179 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $179.7M 16.13% | -$1.4M Sold | — 293.5K shares | 295.9K → 293.5K −$1.4M | -0.79% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $88.1M 7.91% | -$524.1K Sold | — 146.8K shares | 147.7K → 146.8K −$524.1K | -0.59% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $64.8M 5.82% | -$93.9K Sold | — 636.2K shares | 637.1K → 636.2K −$93.9K | -0.14% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $48.2M 4.32% | -$1.4M Sold | — 338.2K shares | 348.4K → 338.2K −$1.4M | -2.91% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $46.2M 4.14% | -$40.3K Sold | — 528.8K shares | 529.3K → 528.8K −$40.3K | -0.09% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $46.1M 4.14% | +$524.1K Bought | — 68.9K shares | 68.1K → 68.9K +$524.1K | +1.15% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $41.8M 3.75% | -$798.1K Sold | — 1.3M shares | 1.3M → 1.3M −$798.1K | -1.88% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $41.2M 3.7% | -$1.2M Sold | — 625.2K shares | 643.3K → 625.2K −$1.2M | -2.81% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $38.0M 3.41% | +$133.5K Bought | — 849.9K shares | 846.9K → 849.9K +$133.5K | +0.35% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $32.3M 2.9% | -$347.9K Sold | — 88.5K shares | 89.5K → 88.5K −$347.9K | -1.06% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $29.4M 2.63% | -$568.0K Sold | — 210.2K shares | 214.3K → 210.2K −$568.0K | -1.9% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $26.5M 2.38% | +$337.4K Bought | — 970.0K shares | 957.6K → 970.0K +$337.4K | +1.29% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $26.0M 2.34% | +$2.7M Bought | — 333.4K shares | 299.2K → 333.4K +$2.7M | +11.42% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $24.4M 2.19% | +$441.5K Bought | — 305.8K shares | 300.3K → 305.8K +$441.5K | +1.84% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $19.4M 1.74% | -$145.2K Sold | — 421.7K shares | 424.8K → 421.7K −$145.2K | -0.74% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $19.3M 1.73% | +$806.0K Bought | — 585.9K shares | 561.4K → 585.9K +$806.0K | +4.36% | — — | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $15.6M 1.4% | +$1.2M Bought | 0.0% 61.2K shares | 56.4K → 61.2K +$1.2M | +8.55% | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $15.0M 1.34% | +$366.0K Bought | — 474.8K shares | 463.2K → 474.8K +$366.0K | +2.51% | — — | Q2 2022 Held for 3y 5m | |
Drug Manufacturers - General Healthcare | $13.1M 1.17% | -$573.3K Sold | 0.006% 155.7K shares | 162.5K → 155.7K −$573.3K | -4.2% | $209.64B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $12.3M 1.1% | +$522.1K Bought | — 179.8K shares | 172.1K → 179.8K +$522.1K | +4.43% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $11.0M 0.983% | +$1.8M Bought | — 167.9K shares | 141.0K → 167.9K +$1.8M | +19.08% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $10.6M 0.95% | +$408.2K Bought | — 87.7K shares | 84.3K → 87.7K +$408.2K | +4.01% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $10.2M 0.911% | +$224.5K Bought | — 101.3K shares | 99.0K → 101.3K +$224.5K | +2.26% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $9.6M 0.866% | +$719.0K Bought | — 197.6K shares | 182.9K → 197.6K +$719.0K | +8.05% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $8.0M 0.715% | -$197.9K Sold | — 271.7K shares | 278.4K → 271.7K −$197.9K | -2.42% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $7.8M 0.698% | +$372.5K Bought | — 37.6K shares | 35.8K → 37.6K +$372.5K | +5.03% | — — | Q4 2020 Held for 4y 11m | |
Insurance - Diversified Financial Services | $7.5M 0.677% | — | 0.001% 10.0 shares | — | — | $1.08T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $7.2M 0.649% | -$165.8K Sold | — 98.5K shares | 100.8K → 98.5K −$165.8K | -2.24% | — — | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $7.1M 0.641% | -$19.8K Sold | 0.001% 9.4K shares | 9.4K → 9.4K −$19.8K | -0.28% | $684.00B Mega Cap | Q2 2023 Held for 2y 5m | |
Software - Infrastructure Technology | $6.7M 0.605% | +$1.3M Bought | 0.0% 13.0K shares | 10.4K → 13.0K +$1.3M | +24.88% | $3.85T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $6.7M 0.599% | -$168.3K Sold | — 13.9K shares | 14.3K → 13.9K −$168.3K | -2.46% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $6.3M 0.563% | -$51.1K Sold | — 21.4K shares | 21.5K → 21.4K −$51.1K | -0.81% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $5.9M 0.528% | +$114.5K Bought | — 42.6K shares | 41.8K → 42.6K +$114.5K | +1.98% | — — | Q4 2020 Held for 4y 11m | |
Railroads Industrials | $5.6M 0.501% | -$76.3K Sold | 0.008% 18.6K shares | 18.8K → 18.6K −$76.3K | -1.35% | $67.4B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $5.5M 0.498% | +$142.8K Bought | — 16.9K shares | 16.5K → 16.9K +$142.8K | +2.64% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $5.5M 0.498% | +$369.4K Bought | — 219.2K shares | 204.6K → 219.2K +$369.4K | +7.13% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.4M 0.489% | -$28.9K Sold | — 78.8K shares | 79.3K → 78.8K −$28.9K | -0.53% | — — | Q4 2020 Held for 4y 11m | |
Insurance - Diversified Financial Services | $5.3M 0.476% | +$10.1K Bought | 0.0% 10.6K shares | 10.5K → 10.6K +$10.1K | +0.19% | $1.08T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.3M 0.472% | -$85.9K Sold | — 87.9K shares | 89.3K → 87.9K −$85.9K | -1.6% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $4.6M 0.415% | +$13.5K Bought | — 39.0K shares | 38.9K → 39.0K +$13.5K | +0.29% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $4.3M 0.382% | -$97.9K Sold | — 22.8K shares | 23.3K → 22.8K −$97.9K | -2.25% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $3.8M 0.342% | -$81.2K Sold | — 46.1K shares | 47.1K → 46.1K −$81.2K | -2.09% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $3.8M 0.341% | +$2.0K Bought | — 79.2K shares | 79.1K → 79.2K +$2.0K | +0.05% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.7M 0.33% | +$244.3K Bought | — 33.0K shares | 30.8K → 33.0K +$244.3K | +7.12% | — — | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $3.6M 0.324% | +$25.8K Bought | 0.001% 19.5K shares | 19.3K → 19.5K +$25.8K | +0.72% | $446.55B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.5M 0.318% | -$187.1K Sold | — 45.2K shares | 47.6K → 45.2K −$187.1K | -5.02% | — — | Q1 2022 Held for 3y 8m | |
Household & Personal Products Consumer Defensive | $3.5M 0.317% | -$8.1K Sold | 0.001% 23.0K shares | 23.1K → 23.0K −$8.1K | -0.23% | $359.62B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.3M 0.295% | -$27.4K Sold | — 41.7K shares | 42.0K → 41.7K −$27.4K | -0.83% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $3.0M 0.273% | -$157.7K Sold | — 102.8K shares | 108.1K → 102.8K −$157.7K | -4.92% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $3.0M 0.267% | +$1.4K Bought | — 6.4K shares | 6.4K → 6.4K +$1.4K | +0.05% | — — | Q2 2021 Held for 4y 5m |
