WESTCO ADVISORY SERVICES INC /ADV
Top Portfolio Positions
77 positions ·
$144,328,861 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
39,694 | $25,814,595 | 17.89% | |
| AAPL |
Apple Inc.
Technology
|
60,220 | $15,283,233 | 10.59% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
16,027 | $13,558,681 | 9.39% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
30,378 | $8,935,992 | 6.19% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
11,620 | $5,568,304 | 3.86% | |
| MSFT |
Microsoft Corp
Technology
|
14,575 | $5,395,227 | 3.74% | |
| CLS |
Celestica Inc
Technology
|
11,628 | $3,275,375 | 2.27% | |
| STX |
Seagate Technology Holdings plc
Technology
|
8,311 | $3,255,917 | 2.26% | |
| ODFL |
Old Dominion Freight Line, Inc.
Industrials
|
15,053 | $2,941,356 | 2.04% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,795 | $2,816,650 | 1.95% |
Portfolio Trend
2 quarters · across all stocks
Holdings in OUT
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,971,865 | 74,410 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,845,746 | 76,587 | Shares | Sole | 2026-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||