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, BRK.B, and represent 44.47% of Westco Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: MRK, DHT, COST, GIL, MOD, CVX, BTC, PAGP, KMI, VOO.
- Started 20 new stock positions in BTC, SPLV, GIL, MRK, PAGP, GSK, PAHC, VRT, T, DHT. VOO, HON, DRI, FPEI, KMI, AIR, ICVT, KO, FTI, MOD.
- Reduced shares in these 10 stocks: ADP, BX, ARES, SPY, GBTC, AAPL, PAYX, MRSH, ODFL, ABT.
- Sold out of its positions in ABT, ARES, ADP, GBTC, MRSH, ORCL, PAYX, UHS, WTW.
- Westco Advisory Services was a net buyer of stock by $143k.
- Westco Advisory Services has $156M in assets under management (AUM), dropping by -4.45%.
- Central Index Key (CIK): 0000946310
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Portfolio Holdings for Westco Advisory Services
Westco Advisory Services holds 104 positions in its portfolio as reported in the March 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) | 16.6 | $26M | -2% | 40k | 650.35 |
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| Apple (AAPL) | 9.8 | $15M | -3% | 60k | 253.79 |
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| Goldman Sachs (GS) | 8.7 | $14M | 16k | 845.99 |
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| JPMorgan Chase & Co. (JPM) | 5.7 | $8.9M | 30k | 294.16 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.6 | $5.6M | 12k | 479.20 |
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| Microsoft Corporation (MSFT) | 3.5 | $5.4M | 15k | 370.17 |
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| Celestica (CLS) | 2.1 | $3.3M | 12k | 281.68 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 2.1 | $3.3M | 8.3k | 391.76 |
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| Old Dominion Freight Line (ODFL) | 1.9 | $2.9M | -9% | 15k | 195.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $2.8M | 9.8k | 287.56 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.5 | $2.3M | 5.4k | 430.29 |
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| Tractor Supply Company (TSCO) | 1.4 | $2.2M | 48k | 45.30 |
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| Bank of America Corporation (BAC) | 1.4 | $2.2M | 45k | 48.75 |
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| Comfort Systems USA (FIX) | 1.3 | $2.0M | 1.5k | 1378.99 |
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| Outfront Media Com New (OUT) | 1.3 | $2.0M | -2% | 74k | 26.50 |
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| Broadcom (AVGO) | 1.2 | $1.9M | 6.1k | 309.51 |
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| Visa Com Cl A (V) | 1.2 | $1.9M | -11% | 6.1k | 302.24 |
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| Eli Lilly & Co. (LLY) | 1.2 | $1.8M | -4% | 2.0k | 919.77 |
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| Costco Wholesale Corporation (COST) | 1.1 | $1.7M | +67% | 1.7k | 996.43 |
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| NVIDIA Corporation (NVDA) | 1.1 | $1.7M | 9.5k | 174.40 |
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| Cintas Corporation (CTAS) | 1.0 | $1.6M | -2% | 9.6k | 169.14 |
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| Chevron Corporation (CVX) | 1.0 | $1.6M | +42% | 7.8k | 206.90 |
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| Robinhood Mkts Com Cl A (HOOD) | 1.0 | $1.5M | -3% | 22k | 69.30 |
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| Bank of New York Mellon Corporation (BK) | 0.9 | $1.4M | 12k | 118.63 |
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| Lamar Advertising Cl A (LAMR) | 0.9 | $1.4M | 11k | 126.66 |
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| Amgen (AMGN) | 0.9 | $1.4M | +4% | 3.9k | 351.85 |
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| Blackrock (BLK) | 0.9 | $1.3M | 1.4k | 961.71 |
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| Merck & Co (MRK) | 0.8 | $1.3M | NEW | 11k | 120.29 |
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| Morgan Stanley Com New (MS) | 0.8 | $1.2M | 7.3k | 164.57 |
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| Thermo Fisher Scientific (TMO) | 0.8 | $1.2M | -8% | 2.4k | 491.53 |
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| Blackstone Group Inc Com Cl A (BX) | 0.8 | $1.2M | -55% | 10k | 114.99 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $1.1M | -3% | 44k | 25.64 |
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| Williams Companies (WMB) | 0.7 | $1.1M | -2% | 15k | 72.78 |
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| Manulife Finl Corp (MFC) | 0.7 | $1.1M | -3% | 31k | 34.44 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.6 | $989k | -2% | 6.4k | 155.11 |
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| AmerisourceBergen (COR) | 0.6 | $976k | -3% | 3.1k | 314.14 |
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| Dht Holdings Shs New (DHT) | 0.6 | $938k | NEW | 51k | 18.27 |
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| McDonald's Corporation (MCD) | 0.6 | $925k | 3.0k | 310.79 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.6 | $915k | -3% | 2.0k | 446.54 |
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| Rollins (ROL) | 0.6 | $878k | 16k | 53.41 |
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| Church & Dwight (CHD) | 0.6 | $856k | 9.2k | 93.32 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.5 | $839k | +4% | 3.4k | 248.84 |
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| Illinois Tool Works (ITW) | 0.5 | $819k | -5% | 3.1k | 260.29 |
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| Abbvie (ABBV) | 0.5 | $730k | 3.4k | 217.49 |
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| Cincinnati Financial Corporation (CINF) | 0.4 | $696k | 4.4k | 157.35 |
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| Gildan Activewear Inc Com Cad (GIL) | 0.4 | $624k | NEW | 11k | 55.65 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.4 | $615k | -2% | 10k | 59.22 |
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| Fidelity Covington Trust Fundamental Larg (FFLC) | 0.4 | $614k | 12k | 51.28 |
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| General Dynamics Corporation (GD) | 0.4 | $591k | 1.7k | 343.22 |
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| Spdr Series Trust State Street Spd (SDY) | 0.4 | $586k | 4.0k | 145.94 |
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| Spdr Series Trust State Street Spd (SPAB) | 0.4 | $569k | 22k | 25.62 |
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| Modine Manufacturing (MOD) | 0.4 | $551k | NEW | 2.5k | 216.71 |
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| Caterpillar (CAT) | 0.3 | $542k | 765.00 | 708.46 |
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| Aon Shs Cl A (AON) | 0.3 | $503k | 1.6k | 322.78 |
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| American Electric Power Company (AEP) | 0.3 | $498k | 3.8k | 131.08 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.3 | $452k | +10% | 7.9k | 57.07 |
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| Amphenol Corp Cl A (APH) | 0.3 | $452k | 3.6k | 126.35 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.3 | $449k | NEW | 15k | 29.99 |
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| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.3 | $449k | NEW | 19k | 24.28 |
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| Packaging Corporation of America (PKG) | 0.3 | $445k | 2.1k | 212.22 |
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| Amazon (AMZN) | 0.3 | $436k | 2.1k | 208.27 |
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| Allstate Corporation (ALL) | 0.3 | $435k | 2.1k | 207.34 |
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| W.R. Berkley Corporation (WRB) | 0.3 | $407k | -3% | 6.1k | 66.28 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.3 | $406k | 6.6k | 61.26 |
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| Kinder Morgan (KMI) | 0.3 | $395k | NEW | 12k | 33.53 |
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| Arista Networks Com Shs (ANET) | 0.2 | $384k | -6% | 3.1k | 122.78 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $384k | NEW | 642.00 | 597.55 |
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| Coca-Cola Company (KO) | 0.2 | $383k | NEW | 5.0k | 76.05 |
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| Technipfmc (FTI) | 0.2 | $373k | NEW | 5.4k | 69.13 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.2 | $359k | 13k | 27.85 |
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| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.2 | $357k | 4.7k | 76.02 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.2 | $353k | 3.2k | 110.78 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.2 | $350k | 6.4k | 54.55 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $344k | 1.1k | 318.07 |
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| Honeywell International (HON) | 0.2 | $341k | NEW | 1.5k | 226.03 |
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| Hershey Company (HSY) | 0.2 | $333k | 1.6k | 207.89 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $332k | 2.3k | 144.95 |
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| Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ) | 0.2 | $327k | 5.5k | 59.70 |
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| Travelers Companies (TRV) | 0.2 | $324k | +23% | 1.1k | 291.68 |
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| Vertiv Holdings Com Cl A (VRT) | 0.2 | $323k | NEW | 1.3k | 250.58 |
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| Darden Restaurants (DRI) | 0.2 | $318k | NEW | 1.6k | 196.04 |
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| Spdr Series Trust State Street Spd (SPHY) | 0.2 | $298k | +12% | 13k | 23.32 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $297k | 454.00 | 653.50 |
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| Old Republic International Corporation (ORI) | 0.2 | $291k | 7.3k | 39.90 |
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| Fox Corp Cl A Com (FOXA) | 0.2 | $279k | 4.8k | 58.40 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.2 | $278k | NEW | 2.7k | 101.79 |
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| Vaneck Etf Trust Retail Etf (RTH) | 0.2 | $265k | 1.1k | 250.89 |
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| Aar (AIR) | 0.2 | $256k | NEW | 2.3k | 109.46 |
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| GSK Sponsored Adr (GSK) | 0.2 | $244k | NEW | 4.4k | 55.19 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.2 | $239k | 5.8k | 41.17 |
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| Sofi Technologies (SOFI) | 0.2 | $239k | -5% | 15k | 15.88 |
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| Public Storage (PSA) | 0.1 | $230k | 850.00 | 270.88 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $223k | 7.7k | 29.08 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $220k | +3% | 7.1k | 30.96 |
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| Phibro Animal Health Corp Cl A Com (PAHC) | 0.1 | $219k | NEW | 4.0k | 55.31 |
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| Wisdomtree Tr Glb High Div Fd (DEW) | 0.1 | $218k | 3.3k | 66.33 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $216k | -4% | 2.3k | 93.98 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $215k | 3.8k | 56.58 |
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| Marriott Intl Cl A (MAR) | 0.1 | $212k | 649.00 | 327.07 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $211k | 530.00 | 398.00 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $210k | NEW | 2.9k | 73.14 |
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| At&t (T) | 0.1 | $209k | NEW | 7.2k | 28.99 |
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| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.1 | $205k | NEW | 11k | 19.00 |
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| Spdr Series Trust State Street Spd (KIE) | 0.1 | $204k | 3.7k | 55.00 |
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Past Filings by Westco Advisory Services
SEC 13F filings are viewable for Westco Advisory Services going back to 2026
- Westco Advisory Services 2025 Q4 filed May 13, 2026
- Westco Advisory Services 2026 Q1 filed May 11, 2026