WESTCO ADVISORY SERVICES INC /ADV - Portfolio overview

WESTCO ADVISORY SERVICES INC /ADV has 93 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

  1. SPY - SPDR S&P 500 ETF TR, 17.02%
  2. AAPL - APPLE INC, 10.43%
  3. GS - GOLDMAN SACHS GROUP INC, 8.65%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.