News + Filings Holdings
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Wescott Financial Advisory Group, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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ELI LILLY & Co
| LLY | Common | 7,917 | 7,917 | 3,712,915,000 | 3,712,915,000 | 0.66 | 0.00 |
Hist
| 06/30/2023 |
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AMERISOURCEBERGEN CORP
| ABC | Common | 5,848 | 5,848 | 1,125,331,000 | 1,125,331,000 | 0.20 | 0.00 |
Hist
| 06/30/2023 |
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PEPSICO INC
| PEP | Common | 2,136 | 2,136 | 395,544,000 | 395,544,000 | 0.07 | |
Hist
| 06/30/2023 |
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NEXTERA ENERGY INC
| FPL | common | 4,160 | 4,160 | 308,672,000 | 308,672,000 | 0.05 | |
Hist
| 06/30/2023 |
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Wendy's Co
| WEN | COM | 11,028 | 11,028 | 239,859,000 | 239,859,000 | 0.04 | 0.01 |
Hist
| 06/30/2023 |
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KLA CORP
| KLAC | Common | 478 | 478 | 231,840,000 | 231,840,000 | 0.04 | 0.00 |
Hist
| 06/30/2023 |
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ORACLE CORP
| ORCL | Common | 1,925 | 1,925 | 229,248,000 | 229,248,000 | 0.04 | 0.00 |
Hist
| 06/30/2023 |
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Restaurant Brands International Inc.
| QSR | COM | 2,881 | 2,881 | 223,335,000 | 223,335,000 | 0.04 | 0.00 |
Hist
| 06/30/2023 |
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INTERNATIONAL BUSINESS MACHINES CORP
| IBM | Common | 1,529 | 1,529 | 204,586,000 | 204,586,000 | 0.04 | |
Hist
| 06/30/2023 |
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