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  Name: Wescott Financial Advisory Group LLC
  City: PHILADELPHIA
  State: PA
  Zip: 19103
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $713,925,000
  Total Value Change : $166,937,000
  Securities Held Change : 6
   
All Securities Held : 164
  New Positions : 10
  Closed Positions : 6
  Increased Positions : 75
  Unchanged Positions : 25
  Decreased Positions : 54

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (PFE)1 Year Chart         PFE Pfizer Inc 167 Closed $28.01 $0 0 0% -213,000 -6,433 0    Drug Manufacturers - ...
   (REE)1 Year Chart         REE Ree Automotive Ltd. 166 Closed $0.13 $0 0 0% -14,000 -97,404 0    N/A
   (ESRT)1 Year Chart         ESRT Empire State Realty Trust, ... 165 Closed $9.58 $0 0 0% -378,000 -47,003 0    REIT - Diversified
   (VOT)1 Year Chart         VOT Van Kampen Municipal Opport... 170 Closed $230.36 $0 0 0% -216,000 -1,107 0    Closed - End Fund - Debt
   (ORI)1 Year Chart         ORI Old Republic International ... 169 Closed $31.41 $0 0 0% -973,000 -36,122 0    Surety & Title Insurance
   (ETE)1 Year Chart         ETE Energy Transfer Equity LP 168 Closed $15.94 $0 0 0% -264,000 -18,840 0    Oil & Gas Pipelines &...

      6 Records Found
  1    
Page 1 of 1
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