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| Name: |
Wescott Financial Advisory Group LLC |
| City: |
PHILADELPHIA |
| State: |
PA |
| Zip: |
19103 |
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data |
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| Holdings
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10 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CSL |
Carlisle Companies Inc |
68 |
New |
$427.92 |
$1,254,000 |
3,200 |
0.16% |
1,254,000 |
3,200 |
0.006 |
Rubber & Plastics |
|
|
MMM |
3M Co |
82 |
New |
$99.67 |
$827,000 |
7,801 |
0.1% |
827,000 |
7,801 |
0.001 |
Conglomerates |
|
|
EFG |
iShares MSCI EAFE Growth ETF |
105 |
New |
$0.00 |
$550,000 |
5,298 |
0.07% |
550,000 |
5,298 |
0.001 |
Closed - End Fund - E... |
|
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IWO |
iShares Russell 2000 Growth |
113 |
New |
$264.39 |
$458,000 |
1,691 |
0.06% |
458,000 |
1,691 |
0.004 |
Closed - End Fund - E... |
|
|
SGOV |
Ishares 03 Month Treasury B... |
137 |
New |
$0.00 |
$303,000 |
3,012 |
0.04% |
303,000 |
3,012 |
0.003 |
N/A |
|
|
VBK |
Vanguard Small Cap Gr VIPERS |
143 |
New |
$253.07 |
$250,000 |
958 |
0.03% |
250,000 |
958 |
0.002 |
Closed - End Fund - E... |
|
|
CMI |
Cummins Inc |
145 |
New |
$284.91 |
$247,000 |
839 |
0.03% |
247,000 |
839 |
0.001 |
Diversified Machinery |
|
|
ELF |
E L F Beauty Inc |
146 |
New |
$191.42 |
$245,000 |
1,250 |
0.03% |
245,000 |
1,250 |
0.002 |
N/A |
|
|
CI |
Cigna Corporation |
148 |
New |
$332.61 |
$239,000 |
657 |
0.03% |
239,000 |
657 |
0 |
Health Care Plans |
|
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ASML |
ASML Holding N.V. (ADR) |
152 |
New |
$0.00 |
$218,000 |
225 |
0.03% |
218,000 |
225 |
0 |
Semiconductor Equipme... |
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