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Westco Advisory Services Inc /Adv

Portfolio Manager
Westco Advisory Services Inc /Adv
Performance
0% (N/A)
AUM (13F)
$155.51M
# of Holdings
104
Performance Rank
N/A
Allocation (Top 20)
68.48%

Westco Advisory Services Inc /Adv Holdings Map

Top 50 Westco Advisory Services Inc /Adv Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
STATE STR SPDR S&P 500 ETF T
16.6%39.7K$25.8M
-2.29%(-929)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 40.6K shares2026-Q1: 39.7K shares
$674.05(+10.49%)
2026-03-31
AAPL
APPLE INC
9.83%60.2K$15.3M
-3.53%(-2.20K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 62.4K shares2026-Q1: 60.2K shares
$263.24(+17.24%)
2026-03-31
GS
GOLDMAN SACHS GROUP INC
8.72%16.0K$13.6M
+0.11%(+18)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 16.0K shares2026-Q1: 16.0K shares
$837.70(+21.88%)
2026-03-31
JPM
JPMORGAN CHASE & CO
5.75%30.4K$8.9M
-1.53%(-472)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 30.9K shares2026-Q1: 30.4K shares
$318.82(+4.91%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
3.58%11.6K$5.6M
-1.59%(-188)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 11.8K shares2026-Q1: 11.6K shares
$493.90(+2.81%)
2026-03-31
MSFT
MICROSOFT CORP
3.47%14.6K$5.4M
-0.40%(-58)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 14.6K shares2026-Q1: 14.6K shares
$500.79(-22.02%)
2026-03-31
CLS
CELESTICA INC
2.11%11.6K$3.3M
-1.69%(-200)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 11.8K shares2026-Q1: 11.6K shares
$270.99(+24.07%)
2026-03-31
STX
SEAGATE TECHNOLOGY HLDNGS PL
2.09%8.3K$3.3M
-0.48%(-40)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 8.4K shares2026-Q1: 8.3K shares
$255.73(+220.72%)
2026-03-31
ODFL
OLD DOMINION FREIGHT LINE IN
1.89%15.1K$2.9M
-9.41%(-1.56K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 16.6K shares2026-Q1: 15.1K shares
$148.79(+46.28%)
2026-03-31
GOOGL
ALPHABET INC
1.81%9.8K$2.8M
-1.64%(-163)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 10.0K shares2026-Q1: 9.8K shares
$278.05(+29.44%)
2026-03-31

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