WESCOTT FINANCIAL ADVISORY GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JPM | 4K | $1.17M |
 | GILD | 4K | $393.62K |
 | META | 3K | $2.33M |
 | BK | 3K | $296.57K |
 | PEP | 3K | $371.08K |
 | GS | 3K | $2.09M |
 | IBM | 2K | $697.61K |
 | QCOM | 2K | $394.49K |
 | LMT | 2K | $1.04M |
 | TSLA | 2K | $892.94K |
 | AVGO | 2K | $629.41K |
 | ORCL | 2K | $495.35K |
 | TT | 2K | $714.98K |
 | PNC | 2K | $327.20K |
 | ADP | 1K | $419.05K |
 | PM | 1K | $215.36K |
 | MCD | 1K | $397.92K |
 | COST | 1K | $1.11M |
 | NOC | 1K | $702.81K |
 | DGX | 1K | $215.16K |
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.17M
Gilead Sciences, Inc.
GILD
Shares Held
4K
Value
$393.62K
Meta Platforms, Inc.
META
Shares Held
3K
Value
$2.33M
The Bank of New York Mellon Corporation
BK
Shares Held
3K
Value
$296.57K
PepsiCo, Inc.
PEP
Shares Held
3K
Value
$371.08K
The Goldman Sachs Group, Inc.
GS
Shares Held
3K
Value
$2.09M
International Business Machines Corporation
IBM
Shares Held
2K
Value
$697.61K
QUALCOMM Incorporated
QCOM
Shares Held
2K
Value
$394.49K
Lockheed Martin Corporation
LMT
Shares Held
2K
Value
$1.04M
Tesla, Inc.
TSLA
Shares Held
2K
Value
$892.94K
Broadcom Inc.
AVGO
Shares Held
2K
Value
$629.41K
Oracle Corporation
ORCL
Shares Held
2K
Value
$495.35K
Trane Technologies plc
TT
Shares Held
2K
Value
$714.98K
The PNC Financial Services Group, Inc.
PNC
Shares Held
2K
Value
$327.20K
Automatic Data Processing, Inc.
ADP
Shares Held
1K
Value
$419.05K
Philip Morris International Inc.
PM
Shares Held
1K
Value
$215.36K
McDonald's Corporation
MCD
Shares Held
1K
Value
$397.92K
Costco Wholesale Corporation
COST
Shares Held
1K
Value
$1.11M
Northrop Grumman Corporation
NOC
Shares Held
1K
Value
$702.81K
Quest Diagnostics Incorporated
DGX
Shares Held
1K
Value
$215.16K