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CIK: 0000946310
Total reported value
$165.7M
$165.7M
93 檔
45.7%
At the close of Q4 2025, Westco Advisory Services Inc /adv disclosed equity holdings valued at approximately $165.7M, spread across 93 reported holdings.
During Q4 2025, Westco Advisory Services Inc /adv's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 17.02% | +0.12% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 10.43% | +0.42% | — | |
| 3 | GS | Goldman Sachs Group Inc | Stock-Financials | 8.65% | +0.63% | — | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 6.11% | +0.01% | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.35% | -0.49% | — | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.65% | -0.23% | — | |
| 7 | BX | Blackstone Inc | Stock-Financials | 2.15% | -0.05% | — | |
| 8 | CLS | Celestica Inc | Stock-Tech | 2.15% | +0.32% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.92% | +0.16% | — | |
| 10 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.60% | — | — | |
| 11 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.55% | +0.28% | — | |
| 12 | BAC | Bank Of America CORP | Stock-Financials | 1.53% | -1.40% | EXIT | |
| 13 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.52% | -1.41% | EXIT | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.50% | +0.07% | — | |
| 15 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.41% | +2.54% | — | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.36% | +0.16% | — | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.33% | -0.38% | — | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.30% | +0.19% | — | |
| 19 | ADP | Automatic Data Processing | Stock-Tech | 1.23% | — | — | |
| 20 | CTAS | Cintas CORP | Stock-Industrials | 1.14% | -0.06% | — | |
| 21 | OUT | Outfront Media Inc | Stock-Other | 1.13% | +0.13% | — | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.10% | +0.04% | — | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.93% | -0.21% | — | |
| 24 | BLK | Blackrock Inc | Stock-Financials | 0.90% | -0.05% | — | |
| 25 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.87% | +0.12% | — | |
| 26 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.86% | +0.17% | — | |
| 27 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.85% | +0.35% | — | |
| 28 | MS | Morgan Stanley | Stock-Financials | 0.80% | +0.22% | — | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.75% | +0.04% | — | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.74% | -0.10% | — | |
| 31 | ARES | Ares Management CORP - A | Stock-Financials | 0.72% | — | — | |
| 32 | MFC | Manulife Financial CORP | Stock-Financials | 0.71% | +0.04% | — | |
| 33 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.68% | +0.07% | — | |
| 34 | COR | Cencora Inc | Stock-Healthcare | 0.67% | -0.14% | — | |
| 35 | ROL | Rollins Inc | Stock-Consumer Disc | 0.61% | -0.25% | — | |
| 36 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.59% | +0.01% | — | |
| 37 | WMB | Williams Cos Inc | Stock-Energy | 0.58% | -0.04% | — | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.56% | -0.17% | — | |
| 39 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.55% | +0.02% | — | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.15% | — | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.51% | -0.29% | — | |
| 42 | ITW | Illinois Tool Works | Stock-Industrials | 0.51% | -0.13% | — | |
| 43 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.47% | -0.01% | — | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | +0.02% | — | |
| 45 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.45% | +0.03% | — | |
| 46 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-Other | 0.40% | +0.03% | — | |
| 47 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.38% | +0.01% | — | |
| 48 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.36% | — | — | |
| 49 | GD | General Dynamics CORP | Stock-Industrials | 0.36% | -0.02% | — | |
| 50 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.36% | -0.04% | — |
According to official SEC Form 13F filings, Westco Advisory Services Inc /adv reported a total U.S. public equity portfolio value of $165.7M across 93 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, AAPL, GS) accounted for 45.7% of total reported equity market value during Q4 2025.
During Q4 2025, Westco Advisory Services Inc /adv's top holdings by market value included SPY (17.0%)、AAPL (10.4%)、GS (8.7%). The largest single position, SPY, represented 17.0% of total portfolio value.
In Q4 2025, Westco Advisory Services Inc /adv made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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