WESTCO ADVISORY SERVICES INC /ADV 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WA WESTCO ADVISORY SERVICES INC /ADV | Institutional Filer | ▼ 47.94% | $318.3M | 113 |
Current Portfolio Holdings
Showing top 197 reported positions by value (Total positions in database: 99)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | — | 41K | $27.7M | 16.72% |
| 2 | SPY | SPDR S&P 500 ETF Trust | — | 40K | $25.8M | 15.58% |
| 3 | AAPL | Apple Inc. | Technology | 62K | $17.0M | 10.24% |
| 4 | AAPL | Apple Inc. | Technology | 60K | $15.3M | 9.22% |
| 5 | GS | The Goldman Sachs Group, Inc. | Financial Services | 16K | $14.1M | 8.49% |
| 6 | GS | The Goldman Sachs Group, Inc. | Financial Services | 16K | $13.6M | 8.18% |
| 7 | JPM | JPMorgan Chase & Co. | Financial Services | 31K | $9.9M | 6.00% |
| 8 | JPM | JPMorgan Chase & Co. | Financial Services | 30K | $8.9M | 5.39% |
| 9 | MSFT | Microsoft Corporation | Technology | 15K | $7.1M | 4.27% |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 12K | $5.9M | 3.58% |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 12K | $5.6M | 3.36% |
| 12 | MSFT | Microsoft Corporation | Technology | 15K | $5.4M | 3.26% |
| 13 | BX | Blackstone Inc. | Financial Services | 23K | $3.5M | 2.11% |
| 14 | CLS | Celestica Inc. | Technology | 12K | $3.5M | 2.11% |
| 15 | CLS | Celestica Inc. | Technology | 12K | $3.3M | 1.98% |
Showing 1 to 15 of 197 holdings