Wescott Financial Advisory Group, LLC
Top Portfolio Positions
86 positions ·
$207,061,524 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
150,149 | $86,662,999 | 41.85% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
132,124 | $15,893,195 | 7.68% | |
| AAPL |
Apple Inc.
Technology
|
62,389 | $15,833,704 | 7.65% | |
| LLY |
ELI LILLY & Co
Healthcare
|
9,406 | $8,651,356 | 4.18% | |
| JNJ |
Johnson & Johnson
Healthcare
|
20,826 | $5,090,707 | 2.46% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
10,475 | $5,019,620 | 2.42% | |
| MSFT |
Microsoft Corp
Technology
|
13,016 | $4,818,132 | 2.33% | |
| NSC |
Norfolk Southern Corp
Industrials
|
14,807 | $4,249,609 | 2.05% | |
| XOM |
Exxon Mobil Corp
Energy
|
24,912 | $4,226,569 | 2.04% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
23,178 | $3,347,830 | 1.62% |
Portfolio Trend
22 quarters · across all stocks
Holdings in ANVS
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $92,783 | 41,607 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $143,960 | 41,607 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $86,126 | 41,607 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $90,287 | 41,607 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $62,410 | 41,607 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $209,283 | 41,607 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $335,352 | 41,607 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $239,656 | 41,607 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $495,123 | 41,607 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $778,050 | 41,607 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $394,850 | 41,607 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $594,564 | 41,607 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $641,163 | 41,607 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $558,782 | 41,607 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $570,015 | 41,607 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $471,823 | 41,607 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $555,453 | 41,607 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $731,451 | 41,607 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,321,022 | 41,607 | Shares | Sole | 2021-10-29 | |
| No 13F history on record for this holder in this stock. | ||||||