| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 12 | Q3 2023 | 30.3% |
| ISHARES TR | 12 | Q3 2023 | 19.4% |
| ISHARES TR | 12 | Q3 2023 | 17.9% |
| APPLE INC | 12 | Q3 2023 | 4.9% |
| MERCK & CO. INC | 12 | Q3 2023 | 3.6% |
| ISHARES TR | 12 | Q3 2023 | 3.1% |
| ISHARES TR | 12 | Q3 2023 | 3.3% |
| ISHARES TR | 12 | Q3 2023 | 8.1% |
| PROCTER AND GAMBLE CO | 12 | Q3 2023 | 2.3% |
| ISHARES TR | 12 | Q3 2023 | 1.6% |
View Wescott Financial Advisory Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-01-31 |
| 13F-HR | 2021-10-29 |
View Wescott Financial Advisory Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.