Westco Advisory Services
Latest statistics and disclosures from Westco Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, AAPL, GS, JPM, STX, and represent 46.71% of Westco Advisory Services's stock portfolio.
- Added to shares of these 9 stocks: TD, QQQ, IWR, MS, BNY, AVGO, VRT, VOO, XLE.
- Started 3 new stock positions in TD, QQQ, IWR.
- Reduced shares in these 10 stocks: TSCO, BAC, SPY, GS, GIL, MSFT, AAPL, JPM, STX, Honeywell International.
- Sold out of its positions in T, BAC, GIL, Honeywell International, PAHC, SCHW, SOFI, TSCO.
- Westco Advisory Services was a net seller of stock by $-13M.
- Westco Advisory Services has $166M in assets under management (AUM), dropping by 6.54%.
- Central Index Key (CIK): 0000946310
Tip: Access up to 7 years of quarterly data
Positions held by Westco Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Westco Advisory Services
Westco Advisory Services holds 99 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 16.7 | $28M | -6% | 37k | 746.78 |
|
| Apple (AAPL) | 10.3 | $17M | -2% | 59k | 289.36 |
|
| Goldman Sachs (GS) | 9.4 | $16M | -4% | 15k | 1011.37 |
|
| JPMorgan Chase & Co. (JPM) | 5.8 | $9.5M | -3% | 29k | 327.33 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 4.6 | $7.7M | -4% | 8.0k | 965.00 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.4 | $5.6M | -4% | 11k | 500.39 |
|
| Microsoft Corporation (MSFT) | 3.0 | $4.9M | -9% | 13k | 373.02 |
|
| Celestica (CLS) | 2.4 | $4.0M | -4% | 11k | 364.80 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $3.3M | -6% | 9.1k | 357.37 |
|
| Old Dominion Freight Line (ODFL) | 1.9 | $3.1M | -3% | 15k | 216.60 |
|
| Comfort Systems USA (FIX) | 1.7 | $2.8M | -6% | 1.4k | 1981.95 |
|
| Broadcom (AVGO) | 1.4 | $2.3M | 6.2k | 377.75 |
|
|
| Outfront Media Com New (OUT) | 1.4 | $2.3M | -5% | 71k | 32.76 |
|
| Eli Lilly & Co. (LLY) | 1.3 | $2.2M | -6% | 1.8k | 1199.43 |
|
| Visa Com Cl A (V) | 1.3 | $2.1M | 6.1k | 343.09 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 1.2 | $2.1M | -4% | 21k | 100.28 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $1.8M | -3% | 9.2k | 200.09 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $1.8M | -7% | 4.9k | 368.38 |
|
| Bank of New York Mellon Corporation (BNY) | 1.1 | $1.8M | +3% | 12k | 144.61 |
|
| Lamar Advertising Cl A (LAMR) | 1.0 | $1.7M | 11k | 155.98 |
|
|
| Morgan Stanley Com New (MS) | 1.0 | $1.7M | +8% | 7.9k | 209.04 |
|
| Cintas Corporation (CTAS) | 1.0 | $1.6M | 9.5k | 170.08 |
|
|
| Costco Wholesale Corporation (COST) | 1.0 | $1.6M | 1.7k | 935.47 |
|
|
| Merck & Co (MRK) | 0.8 | $1.4M | -3% | 11k | 128.50 |
|
| Blackrock (BLK) | 0.8 | $1.3M | 1.4k | 961.56 |
|
|
| Amgen (AMGN) | 0.8 | $1.3M | -8% | 3.6k | 362.12 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.8 | $1.3M | -2% | 43k | 29.43 |
|
| Chevron Corporation (CVX) | 0.7 | $1.2M | -4% | 7.5k | 165.76 |
|
| Manulife Finl Corp (MFC) | 0.7 | $1.2M | -3% | 30k | 40.51 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.7 | $1.2M | -2% | 6.2k | 188.09 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.7 | $1.2M | -3% | 9.8k | 117.67 |
|
| Williams Companies (WMB) | 0.7 | $1.1M | 15k | 74.34 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.6 | $992k | -2% | 2.0k | 496.73 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.6 | $928k | -5% | 3.2k | 290.62 |
|
| Thermo Fisher Scientific (TMO) | 0.6 | $915k | -23% | 1.8k | 501.36 |
|
| Church & Dwight (CHD) | 0.5 | $887k | 9.2k | 96.88 |
|
|
| Abbvie (ABBV) | 0.5 | $814k | -3% | 3.2k | 251.64 |
|
| AmerisourceBergen (COR) | 0.5 | $808k | -8% | 2.9k | 282.98 |
|
| Dht Holdings Shs New (DHT) | 0.5 | $808k | -4% | 49k | 16.53 |
|
| Cincinnati Financial Corporation (CINF) | 0.5 | $799k | -2% | 4.3k | 185.14 |
|
| McDonald's Corporation (MCD) | 0.4 | $700k | -12% | 2.6k | 270.31 |
|
| Caterpillar (CAT) | 0.4 | $698k | -14% | 655.00 | 1064.90 |
|
| Fidelity Covington Trust Fun Lar Cor Etf (FFLC) | 0.4 | $693k | 12k | 58.91 |
|
|
| Spdr Series Trust St Str P400mid (SPMD) | 0.4 | $684k | -2% | 10k | 67.56 |
|
| Illinois Tool Works (ITW) | 0.4 | $669k | -21% | 2.5k | 270.47 |
|
| Modine Manufacturing (MOD) | 0.4 | $656k | -3% | 2.5k | 267.02 |
|
| Amphenol Corp Cl A (APH) | 0.4 | $630k | 3.6k | 176.32 |
|
|
| Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ) | 0.4 | $611k | 5.5k | 112.10 |
|
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.4 | $602k | 4.0k | 152.18 |
|
|
| General Dynamics Corporation (GD) | 0.4 | $600k | 1.7k | 354.24 |
|
|
| Spdr Series Trust St Str Aggre Etf (SPAB) | 0.3 | $551k | -2% | 22k | 25.52 |
|
| Rollins (ROL) | 0.3 | $521k | -24% | 13k | 41.74 |
|
| Aon Shs Cl A (AON) | 0.3 | $516k | 1.6k | 331.69 |
|
|
| Allstate Corporation (ALL) | 0.3 | $499k | 2.1k | 237.94 |
|
|
| Amazon (AMZN) | 0.3 | $499k | 2.1k | 238.34 |
|
|
| Arista Networks Com Shs (ANET) | 0.3 | $498k | -6% | 2.9k | 169.88 |
|
| Packaging Corporation of America (PKG) | 0.3 | $482k | -3% | 2.0k | 238.28 |
|
| American Electric Power Company (AEP) | 0.3 | $479k | -7% | 3.5k | 136.81 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $449k | 653.00 | 686.81 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.3 | $446k | +3% | 1.3k | 334.82 |
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.3 | $443k | 18k | 24.27 |
|
|
| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.3 | $438k | 4.7k | 93.63 |
|
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.3 | $427k | -4% | 7.6k | 56.33 |
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.3 | $425k | 3.2k | 133.25 |
|
|
| W.R. Berkley Corporation (WRB) | 0.3 | $424k | 6.0k | 70.53 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.2 | $400k | 13k | 31.10 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.2 | $392k | 6.4k | 61.23 |
|
|
| Coca-Cola Company (KO) | 0.2 | $391k | -4% | 4.8k | 81.27 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $383k | -3% | 1.0k | 365.87 |
|
| Kinder Morgan (KMI) | 0.2 | $375k | 12k | 31.97 |
|
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $373k | 2.3k | 163.45 |
|
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.2 | $372k | -4% | 14k | 25.95 |
|
| Travelers Companies (TRV) | 0.2 | $363k | 1.1k | 330.12 |
|
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.2 | $354k | 6.7k | 53.11 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $338k | 451.00 | 749.52 |
|
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.2 | $330k | 2.7k | 121.74 |
|
|
| Darden Restaurants (DRI) | 0.2 | $327k | -2% | 1.6k | 206.01 |
|
| Technipfmc (FTI) | 0.2 | $326k | -8% | 4.9k | 66.30 |
|
| Spdr Series Trust St Port High Etf (SPHY) | 0.2 | $296k | 13k | 23.44 |
|
|
| Old Republic International Corporation (ORI) | 0.2 | $293k | -2% | 7.2k | 40.92 |
|
| Aar (AIR) | 0.2 | $292k | -12% | 2.0k | 142.93 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $277k | 7.7k | 36.13 |
|
|
| Applovin Corp Com Cl A (APP) | 0.2 | $273k | 530.00 | 515.23 |
|
|
| Vaneck Etf Trust Retail Etf (RTH) | 0.2 | $270k | 1.1k | 255.74 |
|
|
| Hershey Company (HSY) | 0.2 | $263k | -6% | 1.5k | 175.45 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $262k | 7.1k | 36.87 |
|
|
| Fox Corp Cl A Com (FOXA) | 0.1 | $244k | -2% | 4.7k | 52.16 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $241k | 649.00 | 370.59 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $237k | NEW | 2.0k | 121.43 |
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $237k | -6% | 5.4k | 43.76 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $236k | NEW | 320.00 | 736.40 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.1 | $229k | 3.8k | 60.79 |
|
|
| Wisdomtree Tr Glb High Div Fd (DEW) | 0.1 | $226k | 3.3k | 68.69 |
|
|
| Spdr Series Trust St Str Sp Ins (KIE) | 0.1 | $226k | 3.7k | 60.99 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $218k | NEW | 2.0k | 110.32 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $215k | 2.9k | 74.90 |
|
|
| GSK Sponsored Adr (GSK) | 0.1 | $214k | -7% | 4.1k | 52.42 |
|
| Public Storage (PSA) | 0.1 | $207k | -23% | 650.00 | 318.31 |
|
| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.1 | $201k | -3% | 10k | 19.29 |
|
Past Filings by Westco Advisory Services
SEC 13F filings are viewable for Westco Advisory Services going back to 2026
- Westco Advisory Services 2026 Q2 filed July 28, 2026
- Westco Advisory Services 2025 Q4 filed May 13, 2026
- Westco Advisory Services 2026 Q1 filed May 11, 2026