Sponsored

The Analysis of WESTCO ADVISORY SERVICES INC /ADV's Holdings & P&L

Currently, WESTCO ADVISORY SERVICES INC /ADV holds 104 types of securities in its portfolio with a total value $155.5M. In the most recent quarter, they have increased their positions in SPY (+39.7K shares, valued at $25.8M), AAPL (+60.2K shares, valued at $15.3M), GS (+16.0K shares, valued at $13.6M); initiated new positions in SPY (+39.7K shares, valued at $25.8M), AAPL (+60.2K shares, valued at $15.3M), GS (+16.0K shares, valued at $13.6M).

1M P&L

+4.6M+3.29%

3M P&L

+11.5M+8.54%

HY P&L

+15.0M+11.46%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A38.7M

30.0%

2Capital Markets16.5M

12.8%

3Consumer Electronics15.3M

11.8%

Top Industries by Stock Count

1N/A27 stocks

31.0%

2Oil & Gas Midstream6 stocks

6.9%

3Insurance - Property & Casualty5 stocks

5.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T39.7K sharesnew addition2026-03-312026-05-11

AAPL APPLE INC60.2K sharesnew addition2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC16.0K sharesnew addition2026-03-312026-05-11

JPM JPMORGAN CHASE & CO30.4K sharesnew addition2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL11.6K sharesnew addition2026-03-312026-05-11

MSFT MICROSOFT CORP14.6K sharesnew addition2026-03-312026-05-11

CELESTICA INC CELESTICA INC11.6K sharesnew addition2026-03-312026-05-11

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL8.3K sharesnew addition2026-03-312026-05-11

Sponsored

ODFL OLD DOMINION FREIGHT LINE IN15.1K sharesnew addition2026-03-312026-05-11

ALPHABET INC ALPHABET INC9.8K sharesnew addition2026-03-312026-05-11

GLD SPDR GOLD TR5.4K sharesnew addition2026-03-312026-05-11

TSCO TRACTOR SUPPLY CO48.4K sharesnew addition2026-03-312026-05-11

BAC BANK AMERICA CORP44.6K sharesnew addition2026-03-312026-05-11

FIX COMFORT SYS USA INC1.5K sharesnew addition2026-03-312026-05-11

OUTFRONT MEDIA INC OUTFRONT MEDIA INC74.4K sharesnew addition2026-03-312026-05-11

BROADCOM INC BROADCOM INC6.1K sharesnew addition2026-03-312026-05-11

Sponsored

V VISA INC6.1K sharesnew addition2026-03-312026-05-11

LLY ELI LILLY & CO2.0K sharesnew addition2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION1.7K sharesnew addition2026-03-312026-05-11

NVDA NVIDIA CORPORATION9.5K sharesnew addition2026-03-312026-05-11

CTAS CINTAS CORP9.6K sharesnew addition2026-03-312026-05-11

CVX CHEVRON CORPORATION7.8K sharesnew addition2026-03-312026-05-11

HOOD ROBINHOOD MKTS INC21.6K sharesnew addition2026-03-312026-05-11

BK BANK NEW YORK MELLON CORP11.9K sharesnew addition2026-03-312026-05-11

Sponsored

LAMR LAMAR ADVERTISING CO11.1K sharesnew addition2026-03-312026-05-11

AMGN AMGEN INC3.9K sharesnew addition2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC1.4K sharesnew addition2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC10.9K sharesnew addition2026-03-312026-05-11

MS MORGAN STANLEY7.3K sharesnew addition2026-03-312026-05-11

TMO THERMO FISHER SCIENTIFIC INC2.4K sharesnew addition2026-03-312026-05-11

BLACKSTONE INC BLACKSTONE INC10.1K sharesnew addition2026-03-312026-05-11

SCHX SCHWAB STRATEGIC TR43.9K sharesnew addition2026-03-312026-05-11

Sponsored

WMB WILLIAMS COS INC15.4K sharesnew addition2026-03-312026-05-11

MFC MANULIFE FINL CORP30.7K sharesnew addition2026-03-312026-05-11

IUSG ISHARES TR6.4K sharesnew addition2026-03-312026-05-11

CENCORA INC CENCORA INC3.1K sharesnew addition2026-03-312026-05-11

DHT DHT HOLDINGS INC51.3K sharesnew addition2026-03-312026-05-11

MCD MCDONALDS CORP3.0K sharesnew addition2026-03-312026-05-11

VRTX VERTEX PHARMACEUTICALS INC2.0K sharesnew addition2026-03-312026-05-11

ROL ROLLINS INC16.4K sharesnew addition2026-03-312026-05-11

Sponsored

CHD CHURCH & DWIGHT CO INC9.2K sharesnew addition2026-03-312026-05-11

IWY ISHARES TR3.4K sharesnew addition2026-03-312026-05-11

ITW ILLINOIS TOOL WKS INC3.1K sharesnew addition2026-03-312026-05-11

ABBV ABBVIE INC3.4K sharesnew addition2026-03-312026-05-11

CINF CINCINNATI FINL CORP4.4K sharesnew addition2026-03-312026-05-11

GIL GILDAN ACTIVEWEAR INC11.2K sharesnew addition2026-03-312026-05-11

SPMD SPDR SERIES TRUST10.4K sharesnew addition2026-03-312026-05-11

FFLC FIDELITY COVINGTON TRUST12.0K sharesnew addition2026-03-312026-05-11

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.7K sharesnew addition2026-03-312026-05-11

SDY SPDR SERIES TRUST4.0K sharesnew addition2026-03-312026-05-11

SPAB SPDR SERIES TRUST22.2K sharesnew addition2026-03-312026-05-11

MOD MODINE MFG CO2.5K sharesnew addition2026-03-312026-05-11

CAT CATERPILLAR INC765 sharesnew addition2026-03-312026-05-11

AON PLC AON PLC1.6K sharesnew addition2026-03-312026-05-11

AEP AMERICAN ELEC PWR CO INC3.8K sharesnew addition2026-03-312026-05-11

MPLX MPLX LP7.9K sharesnew addition2026-03-312026-05-11

Sponsored

APH AMPHENOL CORP3.6K sharesnew addition2026-03-312026-05-11

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET15.0K sharesnew addition2026-03-312026-05-11

PAGP PLAINS GP HLDGS L P18.5K sharesnew addition2026-03-312026-05-11

PKG PACKAGING CORP AMER2.1K sharesnew addition2026-03-312026-05-11

AMZN AMAZON COM INC2.1K sharesnew addition2026-03-312026-05-11

ALL ALLSTATE CORP2.1K sharesnew addition2026-03-312026-05-11

WRB BERKLEY W R CORP6.1K sharesnew addition2026-03-312026-05-11

XLE SELECT SECTOR SPDR TR6.6K sharesnew addition2026-03-312026-05-11

Sponsored

KMI KINDER MORGAN INC DEL11.8K sharesnew addition2026-03-312026-05-11

ARISTA NETWORKS INC ARISTA NETWORKS INC3.1K sharesnew addition2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS642 sharesnew addition2026-03-312026-05-11

KO COCA COLA CO5.0K sharesnew addition2026-03-312026-05-11

FTI TECHNIPFMC PLC5.4K sharesnew addition2026-03-312026-05-11

FNDX SCHWAB STRATEGIC TR12.9K sharesnew addition2026-03-312026-05-11

XSMO INVESCO EXCHANGE TRADED FD T4.7K sharesnew addition2026-03-312026-05-11

AIRR FIRST TR EXCHANGE TRADED FD3.2K sharesnew addition2026-03-312026-05-11

Sponsored

XLG INVESCO EXCHANGE TRADED FD T6.4K sharesnew addition2026-03-312026-05-11

OEF ISHARES TR1.1K sharesnew addition2026-03-312026-05-11

HON HONEYWELL INTL INC1.5K sharesnew addition2026-03-312026-05-11

HSY HERSHEY CO1.6K sharesnew addition2026-03-312026-05-11

MGV VANGUARD WORLD FD2.3K sharesnew addition2026-03-312026-05-11

SOXQ INVESCO EXCH TRADED FD TR II5.5K sharesnew addition2026-03-312026-05-11

TRV TRAVELERS COMPANIES INC1.1K sharesnew addition2026-03-312026-05-11

VRT VERTIV HOLDINGS CO1.3K sharesnew addition2026-03-312026-05-11

Sponsored

DRI DARDEN RESTAURANTS INC1.6K sharesnew addition2026-03-312026-05-11

SPHY SPDR SERIES TRUST12.8K sharesnew addition2026-03-312026-05-11

IVV ISHARES TR454 sharesnew addition2026-03-312026-05-11

ORI OLD REP INTL CORP7.3K sharesnew addition2026-03-312026-05-11

FOXA FOX CORP4.8K sharesnew addition2026-03-312026-05-11

ICVT ISHARES TR2.7K sharesnew addition2026-03-312026-05-11

RTH VANECK ETF TRUST1.1K sharesnew addition2026-03-312026-05-11

AIR AAR CORP2.3K sharesnew addition2026-03-312026-05-11

Sponsored

GSK PLC GSK PLC4.4K sharesnew addition2026-03-312026-05-11

WES WESTERN MIDSTREAM PARTNERS L5.8K sharesnew addition2026-03-312026-05-11

SOFI SOFI TECHNOLOGIES INC15.0K sharesnew addition2026-03-312026-05-11

PSA PUBLIC STORAGE OPER CO850 sharesnew addition2026-03-312026-05-11

SCHA SCHWAB STRATEGIC TR7.7K sharesnew addition2026-03-312026-05-11

SCHM SCHWAB STRATEGIC TR7.1K sharesnew addition2026-03-312026-05-11

PAHC PHIBRO ANIMAL HEALTH CORP4.0K sharesnew addition2026-03-312026-05-11

DEW WISDOMTREE TR3.3K sharesnew addition2026-03-312026-05-11

Sponsored

SCHW SCHWAB CHARLES CORP2.3K sharesnew addition2026-03-312026-05-11

SPYV SPDR SERIES TRUST3.8K sharesnew addition2026-03-312026-05-11

MAR MARRIOTT INTL INC NEW649 sharesnew addition2026-03-312026-05-11

APP APPLOVIN CORP530 sharesnew addition2026-03-312026-05-11

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II2.9K sharesnew addition2026-03-312026-05-11

T AT&T INC7.2K sharesnew addition2026-03-312026-05-11

FPEI FIRST TR EXCH TRADED FD III10.8K sharesnew addition2026-03-312026-05-11

KIE SPDR SERIES TRUST3.7K sharesnew addition2026-03-312026-05-11

Sponsored

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares39.7K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

New

Shares60.2K

Event2026-03-31

Filed2026-05-11

GOLDMAN SACHS GROUP INC

New

Shares16.0K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

New

Shares30.4K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

New

Shares11.6K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

New

Shares14.6K

Event2026-03-31

Filed2026-05-11

CELESTICA INC

New

Shares11.6K

Event2026-03-31

Filed2026-05-11

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares8.3K

Event2026-03-31

Filed2026-05-11

ODFL

OLD DOMINION FREIGHT LINE IN

New

Shares15.1K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

New

Shares9.8K

Event2026-03-31

Filed2026-05-11

GLD

SPDR GOLD TR

New

Shares5.4K

Event2026-03-31

Filed2026-05-11

TSCO

TRACTOR SUPPLY CO

New

Shares48.4K

Event2026-03-31

Filed2026-05-11

BAC

BANK AMERICA CORP

New

Shares44.6K

Event2026-03-31

Filed2026-05-11

FIX

COMFORT SYS USA INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-11

OUTFRONT MEDIA INC

New

Shares74.4K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

New

Shares6.1K

Event2026-03-31

Filed2026-05-11

VISA INC

New

Shares6.1K

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & CO

New

Shares2.0K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION

New

Shares1.7K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

New

Shares9.5K

Event2026-03-31

Filed2026-05-11

CTAS

CINTAS CORP

New

Shares9.6K

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORPORATION

New

Shares7.8K

Event2026-03-31

Filed2026-05-11

HOOD

ROBINHOOD MKTS INC

New

Shares21.6K

Event2026-03-31

Filed2026-05-11

BANK NEW YORK MELLON CORP

New

Shares11.9K

Event2026-03-31

Filed2026-05-11

LAMR

LAMAR ADVERTISING CO

New

Shares11.1K

Event2026-03-31

Filed2026-05-11

AMGN

AMGEN INC

New

Shares3.9K

Event2026-03-31

Filed2026-05-11

BLACKROCK INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-11

MERCK & CO INC

New

Shares10.9K

Event2026-03-31

Filed2026-05-11

MORGAN STANLEY

New

Shares7.3K

Event2026-03-31

Filed2026-05-11

TMO

THERMO FISHER SCIENTIFIC INC

New

Shares2.4K

Event2026-03-31

Filed2026-05-11

BLACKSTONE INC

New

Shares10.1K

Event2026-03-31

Filed2026-05-11

SCHX

SCHWAB STRATEGIC TR

New

Shares43.9K

Event2026-03-31

Filed2026-05-11

WMB

WILLIAMS COS INC

New

Shares15.4K

Event2026-03-31

Filed2026-05-11

MFC

MANULIFE FINL CORP

New

Shares30.7K

Event2026-03-31

Filed2026-05-11

IUSG

ISHARES TR

New

Shares6.4K

Event2026-03-31

Filed2026-05-11

CENCORA INC

New

Shares3.1K

Event2026-03-31

Filed2026-05-11

DHT

DHT HOLDINGS INC

New

Shares51.3K

Event2026-03-31

Filed2026-05-11

MCD

MCDONALDS CORP

New

Shares3.0K

Event2026-03-31

Filed2026-05-11

VRTX

VERTEX PHARMACEUTICALS INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-11

ROL

ROLLINS INC

New

Shares16.4K

Event2026-03-31

Filed2026-05-11

CHD

CHURCH & DWIGHT CO INC

New

Shares9.2K

Event2026-03-31

Filed2026-05-11

IWY

ISHARES TR

New

Shares3.4K

Event2026-03-31

Filed2026-05-11

ITW

ILLINOIS TOOL WKS INC

New

Shares3.1K

Event2026-03-31

Filed2026-05-11

ABBV

ABBVIE INC

New

Shares3.4K

Event2026-03-31

Filed2026-05-11

CINF

CINCINNATI FINL CORP

New

Shares4.4K

Event2026-03-31

Filed2026-05-11

GIL

GILDAN ACTIVEWEAR INC

New

Shares11.2K

Event2026-03-31

Filed2026-05-11

SPMD

SPDR SERIES TRUST

New

Shares10.4K

Event2026-03-31

Filed2026-05-11

FFLC

FIDELITY COVINGTON TRUST

New

Shares12.0K

Event2026-03-31

Filed2026-05-11

GENERAL DYNAMICS CORP

New

Shares1.7K

Event2026-03-31

Filed2026-05-11

SDY

SPDR SERIES TRUST

New

Shares4.0K

Event2026-03-31

Filed2026-05-11

SPAB

SPDR SERIES TRUST

New

Shares22.2K

Event2026-03-31

Filed2026-05-11

MOD

MODINE MFG CO

New

Shares2.5K

Event2026-03-31

Filed2026-05-11

CAT

CATERPILLAR INC

New

Shares765

Event2026-03-31

Filed2026-05-11

AON PLC

New

Shares1.6K

Event2026-03-31

Filed2026-05-11

AEP

AMERICAN ELEC PWR CO INC

New

Shares3.8K

Event2026-03-31

Filed2026-05-11

MPLX

MPLX LP

New

Shares7.9K

Event2026-03-31

Filed2026-05-11

APH

AMPHENOL CORP

New

Shares3.6K

Event2026-03-31

Filed2026-05-11

GRAYSCALE BITCOIN MINI TR ET

New

Shares15.0K

Event2026-03-31

Filed2026-05-11

PAGP

PLAINS GP HLDGS L P

New

Shares18.5K

Event2026-03-31

Filed2026-05-11

PKG

PACKAGING CORP AMER

New

Shares2.1K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

New

Shares2.1K

Event2026-03-31

Filed2026-05-11

ALL

ALLSTATE CORP

New

Shares2.1K

Event2026-03-31

Filed2026-05-11

WRB

BERKLEY W R CORP

New

Shares6.1K

Event2026-03-31

Filed2026-05-11

XLE

SELECT SECTOR SPDR TR

New

Shares6.6K

Event2026-03-31

Filed2026-05-11

KMI

KINDER MORGAN INC DEL

New

Shares11.8K

Event2026-03-31

Filed2026-05-11

ARISTA NETWORKS INC

New

Shares3.1K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

New

Shares642

Event2026-03-31

Filed2026-05-11

COCA COLA CO

New

Shares5.0K

Event2026-03-31

Filed2026-05-11

FTI

TECHNIPFMC PLC

New

Shares5.4K

Event2026-03-31

Filed2026-05-11

FNDX

SCHWAB STRATEGIC TR

New

Shares12.9K

Event2026-03-31

Filed2026-05-11

XSMO

INVESCO EXCHANGE TRADED FD T

New

Shares4.7K

Event2026-03-31

Filed2026-05-11

AIRR

FIRST TR EXCHANGE TRADED FD

New

Shares3.2K

Event2026-03-31

Filed2026-05-11

XLG

INVESCO EXCHANGE TRADED FD T

New

Shares6.4K

Event2026-03-31

Filed2026-05-11

OEF

ISHARES TR

New

Shares1.1K

Event2026-03-31

Filed2026-05-11

HON

HONEYWELL INTL INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-11

HSY

HERSHEY CO

New

Shares1.6K

Event2026-03-31

Filed2026-05-11

MGV

VANGUARD WORLD FD

New

Shares2.3K

Event2026-03-31

Filed2026-05-11

SOXQ

INVESCO EXCH TRADED FD TR II

New

Shares5.5K

Event2026-03-31

Filed2026-05-11

TRV

TRAVELERS COMPANIES INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-11

VRT

VERTIV HOLDINGS CO

New

Shares1.3K

Event2026-03-31

Filed2026-05-11

DRI

DARDEN RESTAURANTS INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-11

SPHY

SPDR SERIES TRUST

New

Shares12.8K

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

New

Shares454

Event2026-03-31

Filed2026-05-11

ORI

OLD REP INTL CORP

New

Shares7.3K

Event2026-03-31

Filed2026-05-11

FOXA

FOX CORP

New

Shares4.8K

Event2026-03-31

Filed2026-05-11

ICVT

ISHARES TR

New

Shares2.7K

Event2026-03-31

Filed2026-05-11

RTH

VANECK ETF TRUST

New

Shares1.1K

Event2026-03-31

Filed2026-05-11

AIR

AAR CORP

New

Shares2.3K

Event2026-03-31

Filed2026-05-11

GSK PLC

New

Shares4.4K

Event2026-03-31

Filed2026-05-11

WES

WESTERN MIDSTREAM PARTNERS L

New

Shares5.8K

Event2026-03-31

Filed2026-05-11

SOFI

SOFI TECHNOLOGIES INC

New

Shares15.0K

Event2026-03-31

Filed2026-05-11

PSA

PUBLIC STORAGE OPER CO

New

Shares850

Event2026-03-31

Filed2026-05-11

SCHA

SCHWAB STRATEGIC TR

New

Shares7.7K

Event2026-03-31

Filed2026-05-11

SCHM

SCHWAB STRATEGIC TR

New

Shares7.1K

Event2026-03-31

Filed2026-05-11

PAHC

PHIBRO ANIMAL HEALTH CORP

New

Shares4.0K

Event2026-03-31

Filed2026-05-11

DEW

WISDOMTREE TR

New

Shares3.3K

Event2026-03-31

Filed2026-05-11

SCHW

SCHWAB CHARLES CORP

New

Shares2.3K

Event2026-03-31

Filed2026-05-11

SPYV

SPDR SERIES TRUST

New

Shares3.8K

Event2026-03-31

Filed2026-05-11

MAR

MARRIOTT INTL INC NEW

New

Shares649

Event2026-03-31

Filed2026-05-11

APP

APPLOVIN CORP

New

Shares530

Event2026-03-31

Filed2026-05-11

INVESCO EXCH TRADED FD TR II

New

Shares2.9K

Event2026-03-31

Filed2026-05-11

AT&T INC

New

Shares7.2K

Event2026-03-31

Filed2026-05-11

FPEI

FIRST TR EXCH TRADED FD III

New

Shares10.8K

Event2026-03-31

Filed2026-05-11

KIE

SPDR SERIES TRUST

New

Shares3.7K

Event2026-03-31

Filed2026-05-11

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available