Wescott Financial Advisory Group, LLC holdings history

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210 is the total number of securities Wescott Financial Advisory Group, LLC has owned. The longest Wescott Financial Advisory Group, LLC has owned a single stock is 12 quarters.

Wescott Financial Advisory Group, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
QQQ INVESCO QQQ TR12127.41%16.59%30.25%Q4 2020Q3 202312
IWS ISHARES TR12125.34%11.40%19.36%Q4 2020Q3 202312
IWB ISHARES TR12124.63%10.37%17.88%Q4 2020Q3 202312
AAPL APPLE INC12121.81%3.18%4.91%Q4 2020Q3 202312
MRK MERCK & CO. INC12120.98%2.40%3.58%Q4 2020Q3 202312
IEFA ISHARES TR12121.69%2.24%3.13%Q4 2020Q3 202312
LRGF ISHARES TR12120.85%1.83%3.30%Q4 2020Q3 202312
AGG ISHARES TR12120.64%1.71%8.09%Q4 2020Q3 202312
PG PROCTER AND GAMBLE CO12120.58%1.27%2.25%Q4 2020Q3 202312
IJH ISHARES TR12120.59%1.01%1.62%Q4 2020Q3 202312
SUSB ISHARES TR12120.71%0.98%1.54%Q4 2020Q3 202312
SHY ISHARES TR12120.39%0.96%2.47%Q4 2020Q3 202312
IVE ISHARES TR12120.64%0.78%0.97%Q4 2020Q3 202312
IVW ISHARES TR12120.50%0.76%1.12%Q4 2020Q3 202312
IJR ISHARES TR12120.42%0.75%1.22%Q4 2020Q3 202312
USMV ISHARES TR12120.43%0.74%1.09%Q4 2020Q3 202312
JNJ JOHNSON & JOHNSON12120.26%0.74%1.35%Q4 2020Q3 202312
ISTB ISHARES TR12120.49%0.65%0.78%Q4 2020Q3 202312
ESRT EMPIRE ST RLTY TR INC12120.07%0.50%1.10%Q4 2020Q3 202312
SCZ ISHARES TR12120.29%0.50%0.75%Q4 2020Q3 202312
IEMG ISHARES INC12120.33%0.49%0.70%Q4 2020Q3 202312
ACWI ISHARES TR12120.28%0.38%0.59%Q4 2020Q3 202312
INTF ISHARES TR12120.28%0.37%0.51%Q4 2020Q3 202312
ORI OLD REP INTL CORP12120.16%0.33%0.54%Q4 2020Q3 202312
FB META PLATFORMS INC12120.09%0.33%0.73%Q4 2020Q3 202312
HSY HERSHEY CO12120.19%0.30%0.40%Q4 2020Q3 202312
MSFT MICROSOFT CORP12120.19%0.30%0.53%Q4 2020Q3 202312
ESML ISHARES TR12120.22%0.29%0.50%Q4 2020Q3 202312
NUSC NUSHARES ETF TR12120.21%0.29%0.44%Q4 2020Q3 202312
SMLF ISHARES TR12120.17%0.26%0.38%Q4 2020Q3 202312
GOOGL ALPHABET INC12120.11%0.26%0.50%Q4 2020Q3 202312
BRKB BERKSHIRE HATHAWAY INC...12120.15%0.22%0.27%Q4 2020Q3 202312
AMZN AMAZON COM INC12120.06%0.21%0.44%Q4 2020Q3 202312
BAC BK OF AMERICA CORP12120.07%0.21%0.38%Q4 2020Q3 202312
EAGG ISHARES TR12120.10%0.21%0.34%Q4 2020Q3 202312
SUSA ISHARES TR12120.11%0.19%0.32%Q4 2020Q3 202312
DIS DISNEY WALT CO12120.05%0.17%0.40%Q4 2020Q3 202312
IBB ISHARES TR12120.07%0.16%0.29%Q4 2020Q3 202312
EFAV ISHARES TR12120.10%0.15%0.24%Q4 2020Q3 202312
EMGF ISHARES INC12120.10%0.15%0.19%Q4 2020Q3 202312
ESGD ISHARES TR12120.07%0.14%0.22%Q4 2020Q3 202312
KO COCA COLA CO12120.06%0.13%0.23%Q4 2020Q3 202312
TT TRANE TECHNOLOGIES PLC12120.06%0.13%0.21%Q4 2020Q3 202312
LVS LAS VEGAS SANDS CORP12120.05%0.11%0.25%Q4 2020Q3 202312
WSBC WESBANCO INC12120.04%0.11%0.20%Q4 2020Q3 202312
ESBA EMPIRE ST RLTY OP L P12120.02%0.06%0.12%Q4 2020Q3 202312
OGCP EMPIRE ST RLTY OP L P12120.02%0.06%0.12%Q4 2020Q3 202312
IVV ISHARES TR10100.27%4.21%7.77%Q2 2021Q3 202310
GS GOLDMAN SACHS GROUP INC10100.17%0.45%1.26%Q2 2021Q3 202310
DFAS DIMENSIONAL ETF TRUST10100.14%0.44%0.88%Q2 2021Q3 202310
IWF ISHARES TR10100.26%0.41%0.81%Q2 2021Q3 202310
IAU ISHARES GOLD TR10100.11%0.17%0.28%Q2 2021Q3 202310
IWD ISHARES TR10100.08%0.12%0.18%Q2 2021Q3 202310
DIMENSIONAL ETF TRUST992.33%3.44%6.26%Q3 2021Q3 20239
VTI VANGUARD INDEX FDS990.15%0.24%0.33%Q3 2021Q3 20239
ANVS ANNOVIS BIO INC990.07%0.22%0.75%Q3 2021Q3 20239
NULG NUSHARES ETF TR990.07%0.09%0.14%Q3 2021Q3 20239
NULV NUSHARES ETF TR990.05%0.08%0.13%Q3 2021Q3 20239
PAYO PAYONEER GLOBAL INC990.02%0.06%0.17%Q3 2021Q3 20239
VOO VANGUARD INDEX FDS710.15%4.33%6.41%Q1 2021Q3 20238
VXUS VANGUARD STAR FDS880.14%1.14%1.64%Q4 2021Q3 20238
XTN SPDR SER TR530.05%0.10%0.16%Q1 2021Q1 20238
IWM ISHARES TR880.06%0.08%0.10%Q4 2021Q3 20238
NUDM NUSHARES ETF TR880.04%0.07%0.12%Q4 2021Q3 20238
REE AUTOMOTIVE LTD880.00%0.02%0.09%Q4 2021Q3 20238
AMPE AMPIO PHARMACEUTICALS INC880.00%0.01%0.02%Q4 2020Q3 20228
VCSH VANGUARD SCOTTSDALE FDS773.12%4.05%4.84%Q1 2022Q3 20237
VO VANGUARD INDEX FDS771.27%1.80%2.35%Q1 2022Q3 20237
VUG VANGUARD INDEX FDS771.10%1.44%2.34%Q1 2022Q3 20237
SPSB SPDR SER TR770.62%1.17%2.13%Q1 2022Q3 20237
VTV VANGUARD INDEX FDS770.77%1.14%1.64%Q1 2022Q3 20237
SCHM SCHWAB STRATEGIC TR770.70%0.92%1.18%Q1 2022Q3 20237
SLQD ISHARES TR770.27%0.83%1.70%Q1 2022Q3 20237
SUB ISHARES TR770.23%0.79%1.40%Q1 2022Q3 20237
IXUS ISHARES TR770.58%0.71%0.85%Q1 2022Q3 20237
VEA VANGUARD TAX-MANAGED I...770.50%0.69%1.01%Q1 2022Q3 20237
SPLG SPDR SER TR770.45%0.50%0.61%Q1 2022Q3 20237
VOE VANGUARD INDEX FDS770.35%0.48%0.64%Q1 2022Q3 20237
PULS PGIM ETF TR770.06%0.48%2.24%Q1 2022Q3 20237
ITOT ISHARES TR770.27%0.35%0.42%Q1 2022Q3 20237
VIOO VANGUARD ADMIRAL FDS INC770.23%0.29%0.36%Q1 2022Q3 20237
IGSB ISHARES TR770.14%0.29%0.42%Q1 2022Q3 20237
SDY SPDR SER TR770.18%0.28%0.42%Q1 2022Q3 20237
VBR VANGUARD INDEX FDS770.18%0.27%0.46%Q1 2022Q3 20237
DFAI DIMENSIONAL ETF TRUST770.08%0.25%0.40%Q1 2022Q3 20237
DLS WISDOMTREE TR770.14%0.24%0.39%Q1 2022Q3 20237
MAR MARRIOTT INTL INC NEW770.19%0.22%0.28%Q1 2022Q3 20237
MGC VANGUARD WORLD FD770.18%0.21%0.26%Q1 2022Q3 20237
VB VANGUARD INDEX FDS770.13%0.20%0.30%Q1 2022Q3 20237
IGIB ISHARES TR770.16%0.19%0.27%Q1 2022Q3 20237
VV VANGUARD INDEX FDS770.12%0.15%0.20%Q1 2022Q3 20237
VYM VANGUARD WHITEHALL FDS770.12%0.14%0.20%Q1 2022Q3 20237
UL UNILEVER PLC770.10%0.12%0.14%Q1 2022Q3 20237
BMY BRISTOLMYERS SQUIBB CO770.04%0.12%0.22%Q2 2021Q4 20227
VEU VANGUARD INTL EQUITY I...770.06%0.12%0.18%Q1 2022Q3 20237
MGK VANGUARD WORLD FD770.09%0.11%0.15%Q1 2022Q3 20237
OGN ORGANON & CO770.06%0.11%0.16%Q1 2022Q3 20237
BND VANGUARD BD INDEX FDS770.06%0.10%0.20%Q3 2021Q1 20237
TSLA TESLA INC770.05%0.10%0.15%Q1 2022Q3 20237
SPY SPDR SP 500 ETF TR770.09%0.10%0.13%Q1 2022Q3 20237
ET ENERGY TRANSFER LP610.05%0.10%0.18%Q4 2020Q3 20237
GOOG ALPHABET INC430.05%0.10%0.16%Q2 2021Q3 20237
SCHG SCHWAB STRATEGIC TR770.08%0.10%0.12%Q1 2022Q3 20237
PEN PENUMBRA INC430.04%0.10%0.15%Q1 2021Q3 20237
XLK SELECT SECTOR SPDR TR770.08%0.09%0.11%Q1 2022Q3 20237
VWO VANGUARD INTL EQUITY I...770.06%0.08%0.12%Q1 2022Q3 20237
IJJ ISHARES TR770.07%0.08%0.10%Q1 2022Q3 20237
SCHF SCHWAB STRATEGIC TR770.07%0.08%0.09%Q1 2022Q3 20237
VCIT VANGUARD SCOTTSDALE FDS770.05%0.07%0.10%Q1 2022Q3 20237
PWV INVESCO EXCHANGE TRADE...770.06%0.07%0.09%Q1 2022Q3 20237
GLD SPDR GOLD TR770.04%0.05%0.06%Q1 2022Q3 20237
FSK FS KKR CAP CORP770.04%0.05%0.06%Q1 2022Q3 20237
GIM TEMPLETON GLOBAL INCOM...770.01%0.02%0.02%Q1 2022Q3 20237
DIMENSIONAL ETF TRUST665.95%6.76%7.72%Q2 2022Q3 20236
BSV VANGUARD BD INDEX FDS660.80%1.20%1.74%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST660.13%0.74%1.16%Q2 2022Q3 20236
DFAE DIMENSIONAL ETF TRUST660.14%0.68%1.16%Q2 2022Q3 20236
ESGE ISHARES INC660.05%0.22%0.28%Q2 2022Q3 20236
LMT LOCKHEED MARTIN CORP660.16%0.22%0.26%Q2 2022Q3 20236
SPIB SPDR SER TR660.04%0.21%0.48%Q1 2022Q2 20236
MRBK MERIDIAN CORPORATION660.09%0.19%0.23%Q4 2020Q1 20226
ADP AUTOMATIC DATA PROCESS...660.09%0.13%0.20%Q2 2022Q3 20236
PFE PFIZER INC420.04%0.11%0.25%Q1 2022Q3 20236
CVS CVS HEALTH CORP660.07%0.09%0.12%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST660.06%0.07%0.10%Q2 2022Q3 20236
SYY SYSCO CORP660.04%0.07%0.12%Q2 2022Q3 20236
VOT VANGUARD INDEX FDS510.04%0.05%0.06%Q1 2022Q3 20236
SPTS SPDR SER TR551.59%2.10%2.58%Q3 2022Q3 20235
BIV VANGUARD BD INDEX FDS550.15%0.81%1.10%Q3 2022Q3 20235
VGSH VANGUARD SCOTTSDALE FDS550.22%0.36%0.44%Q3 2022Q3 20235
FNDX SCHWAB STRATEGIC TR550.11%0.18%0.22%Q1 2022Q1 20235
MUB ISHARES TR550.06%0.17%0.34%Q3 2022Q3 20235
DFAU DIMENSIONAL ETF TRUST550.12%0.16%0.21%Q3 2022Q3 20235
JPM JPMORGAN CHASE & CO410.05%0.10%0.19%Q3 2021Q3 20235
GOVT ISHARES TR550.06%0.07%0.10%Q3 2022Q3 20235
IDEV ISHARES TR410.04%0.07%0.13%Q2 2022Q3 20235
EEMV ISHARES INC550.06%0.07%0.07%Q3 2022Q3 20235
SCHB SCHWAB STRATEGIC TR550.05%0.05%0.06%Q3 2022Q3 20235
JPIB J P MORGAN EXCHANGE-TR...410.04%0.04%0.05%Q1 2022Q3 20235
EFFECTOR THERAPEUTICS INC550.00%0.00%0.01%Q3 2022Q3 20235
DIMENSIONAL ETF TRUST440.90%1.39%1.95%Q4 2022Q3 20234
DIMENSIONAL ETF TRUST440.07%0.44%0.88%Q4 2022Q3 20234
PHB INVESCO EXCH TRADED FD...440.07%0.28%0.43%Q1 2022Q4 20224
XOM EXXON MOBIL CORP440.12%0.18%0.20%Q4 2022Q3 20234
IUSG ISHARES TR440.10%0.11%0.12%Q4 2022Q3 20234
RTM INVESCO EXCHANGE TRADE...440.04%0.09%0.13%Q1 2022Q4 20224
NVDA NVIDIA CORPORATION310.05%0.09%0.14%Q3 2021Q3 20234
NOC NORTHROP GRUMMAN CORP440.07%0.09%0.11%Q4 2022Q3 20234
CVX CHEVRON CORP NEW440.05%0.09%0.12%Q4 2022Q3 20234
USIG ISHARES TR440.07%0.08%0.09%Q4 2022Q3 20234
DIMENSIONAL ETF TRUST440.06%0.07%0.08%Q4 2022Q3 20234
RTX RTX CORPORATION440.05%0.06%0.08%Q4 2022Q3 20234
KPLT KATAPULT HOLDINGS INC440.00%0.01%0.01%Q3 2022Q2 20234
DIMENSIONAL ETF TRUST330.23%3.19%4.74%Q1 2023Q3 20233
FREL FIDELITY COVINGTON TRUST330.37%0.45%0.50%Q4 2020Q2 20213
EUSA ISHARES INC330.08%0.10%0.12%Q1 2022Q3 20223
GE GENERAL ELECTRIC CO330.08%0.09%0.10%Q4 2020Q2 20213
WAL WESTERN ALLIANCE BANCORP330.06%0.08%0.08%Q1 2023Q3 20233
NKE NIKE INC210.04%0.05%0.06%Q1 2022Q1 20233
CL COLGATE PALMOLIVE CO330.04%0.05%0.06%Q1 2023Q3 20233
CARR CARRIER GLOBAL CORPORA...330.04%0.05%0.05%Q1 2023Q3 20233
CAT CATERPILLAR INC330.04%0.05%0.05%Q1 2023Q3 20233
VANGUARD WELLINGTON FD227.84%8.03%8.22%Q2 2023Q3 20232
LLY LILLY ELI & CO220.66%0.72%0.78%Q2 2023Q3 20232
IAU ISHARES GOLD TRUST220.29%0.32%0.34%Q4 2020Q1 20212
TMO THERMO FISHER SCIENTIF...220.12%0.29%0.46%Q1 2021Q2 20212
ABC CENCORA INC220.12%0.16%0.20%Q2 2023Q3 20232
JETS ETF SER SOLUTIONS220.13%0.15%0.16%Q1 2021Q2 20212
PFF ISHARES TR220.13%0.13%0.13%Q2 2022Q3 20222
SFT SHIFT TECHNOLOGIES INC220.12%0.12%0.13%Q1 2021Q2 20212
COST COSTCO WHSL CORP NEW220.06%0.09%0.12%Q4 2021Q1 20222
PEP PEPSICO INC220.05%0.06%0.07%Q2 2023Q3 20232
VMBS VANGUARD SCOTTSDALE FDS220.06%0.06%0.06%Q1 2022Q2 20222
VZ VERIZON COMMUNICATIONS...110.04%0.05%0.06%Q2 2022Q4 20222
HBAN HUNTINGTON BANCSHARES INC220.04%0.05%0.05%Q3 2022Q4 20222
VLU SPDR SER TR220.05%0.05%0.05%Q4 2022Q1 20232
AMGN AMGEN INC110.04%0.04%0.05%Q1 2023Q3 20232
OTIS OTIS WORLDWIDE CORP220.04%0.04%0.04%Q1 2023Q2 20232
ORCL ORACLE CORP220.04%0.04%0.04%Q2 2023Q3 20232
KLAC KLA CORP220.04%0.04%0.04%Q2 2023Q3 20232
IBM INTERNATIONAL BUSINESS...220.04%0.04%0.04%Q2 2023Q3 20232
EPD ENTERPRISE PRODS PARTN...110.50%0.50%0.50%Q4 2020Q4 20201
MPLX MPLX LP110.32%0.32%0.32%Q4 2020Q4 20201
MMP MAGELLAN MIDSTREAM PRT...110.30%0.30%0.30%Q4 2020Q4 20201
HD HOME DEPOT INC110.24%0.24%0.24%Q1 2021Q1 20211
PTNQ PACER FDS TR110.22%0.22%0.22%Q1 2021Q1 20211
PRF INVESCO EXCHANGE TRADE...110.22%0.22%0.22%Q1 2022Q1 20221
NEAR ISHARES U S ETF TR110.21%0.21%0.21%Q4 2022Q4 20221
PTMC PACER FDS TR110.19%0.19%0.19%Q1 2021Q1 20211
BDX BECTON DICKINSON & CO110.18%0.18%0.18%Q4 2020Q4 20201
PTLC PACER FDS TR110.18%0.18%0.18%Q1 2021Q1 20211
MILE METROMILE INC110.18%0.18%0.18%Q2 2021Q2 20211
HYS PIMCO ETF TR110.17%0.17%0.17%Q1 2022Q1 20221
PAA PLAINS ALL AMERN PIPEL...110.16%0.16%0.16%Q4 2020Q4 20201
WES WESTERN MIDSTREAM PART...110.13%0.13%0.13%Q4 2020Q4 20201
BK BANK NEW YORK MELLON CORP110.10%0.10%0.10%Q4 2021Q4 20211
IMXI INTERNATIONAL MNY EXPR...110.09%0.09%0.09%Q3 2021Q3 20211
DIMENSIONAL ETF TRUST110.09%0.09%0.09%Q4 2022Q4 20221
PNC PNC FINL SVCS GROUP INC110.08%0.08%0.08%Q3 2023Q3 20231
SCHV SCHWAB STRATEGIC TR110.07%0.07%0.07%Q1 2022Q1 20221
VBK VANGUARD INDEX FDS110.07%0.07%0.07%Q1 2022Q1 20221
NEE NEXTERA ENERGY INC110.06%0.06%0.06%Q2 2023Q2 20231
EVN EATON VANCE MUNI INCOM...110.05%0.05%0.05%Q2 2022Q2 20221
IGRO ISHARES TR110.05%0.05%0.05%Q1 2022Q1 20221
CI CIGNA CORP NEW110.04%0.04%0.04%Q4 2022Q4 20221
DIMENSIONAL ETF TRUST110.04%0.04%0.04%Q4 2022Q4 20221
WEN WENDYS CO110.04%0.04%0.04%Q2 2023Q2 20231
QSR RESTAURANT BRANDS INTL...110.04%0.04%0.04%Q2 2023Q2 20231
ROK ROCKWELL AUTOMATION INC110.04%0.04%0.04%Q3 2023Q3 20231
WEJO GROUP LIMITED110.00%0.00%0.00%Q4 2022Q4 20221
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The securities at the top of the list , including INVESCO QQQ TR, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of Wescott Financial Advisory Group, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Wescott Financial Advisory Group, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Wescott Financial Advisory Group, LLC owns currently or has owned in the past.