$464 Million is the total value of Wescott Financial Advisory Group, LLC's 157 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMPE | Exit | AMPIO PHARMACEUTICALS INC | $0 | – | -20,486 | -100.0% | 0.00% | – |
| EUSA | Exit | ISHARES INCmsci equal weite | $0 | – | -4,457 | -100.0% | -0.08% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -15,000 | -100.0% | -0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-06
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 | 2024-05-13 |
| 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 |
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.