WESCOTT FINANCIAL ADVISORY GROUP, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MRK | 132K | $15.89M |
 | AAPL | 62K | $15.83M |
 | ANVS | 42K | $92.78K |
 | FSK | 28K | $289.23K |
 | XOM | 25K | $4.23M |
 | PG | 23K | $3.35M |
 | ET | 22K | $415.32K |
 | JNJ | 21K | $5.09M |
 | PWP | 20K | $370.86K |
 | BAC | 18K | $886.31K |
 | PAYO | 17K | $84.41K |
 | MMM | 16K | $2.29M |
 | NSC | 15K | $4.25M |
 | NVDA | 14K | $2.42M |
 | MSFT | 13K | $4.82M |
 | BRK-B | 10K | $5.02M |
 | VZ | 10K | $477.75K |
 | LLY | 9K | $8.65M |
 | KO | 9K | $685.02K |
 | PFE | 9K | $250.32K |
Merck & Co., Inc.
MRK
Shares Held
132K
Value
$15.89M
Apple Inc.
AAPL
Shares Held
62K
Value
$15.83M
Annovis Bio, Inc.
ANVS
Shares Held
42K
Value
$92.78K
FS KKR Capital Corp.
FSK
Shares Held
28K
Value
$289.23K
Exxon Mobil Corporation
XOM
Shares Held
25K
Value
$4.23M
The Procter & Gamble Company
PG
Shares Held
23K
Value
$3.35M
Energy Transfer LP
ET
Shares Held
22K
Value
$415.32K
Johnson & Johnson
JNJ
Shares Held
21K
Value
$5.09M
Perella Weinberg Partners
PWP
Shares Held
20K
Value
$370.86K
Bank of America Corporation
BAC
Shares Held
18K
Value
$886.31K
Payoneer Global Inc.
PAYO
Shares Held
17K
Value
$84.41K
3M Company
MMM
Shares Held
16K
Value
$2.29M
Norfolk Southern Corporation
NSC
Shares Held
15K
Value
$4.25M
NVIDIA Corporation
NVDA
Shares Held
14K
Value
$2.42M
Microsoft Corporation
MSFT
Shares Held
13K
Value
$4.82M
Berkshire Hathaway Inc.
BRK-B
Shares Held
10K
Value
$5.02M
Verizon Communications Inc.
VZ
Shares Held
10K
Value
$477.75K
Eli Lilly and Company
LLY
Shares Held
9K
Value
$8.65M
The Coca-Cola Company
KO
Shares Held
9K
Value
$685.02K
Pfizer Inc.
PFE
Shares Held
9K
Value
$250.32K