Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Wescott Financial Advisory Group, Llc > Profile

Instuitional Investor - Wescott Financial Advisory Group, Llc

Fund Profile
Filing Period:
Fund Name: Wescott Financial Advisory Group, Llc
Portfolio Value $965,018,510
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 281,434 $151,639,295 15.71%
2.
Invesco Qqq Tr
 146,844 $75,071,146 7.77%
3.
Vanguard Wellington Fd
 631,786 $63,336,540 6.56%
4.
Ishares Trust
 IEF 341,734 $43,314,726 4.48%
5.
Ishares Trust
 IEF 69,108 $40,682,683 4.21%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)