WESTCO ADVISORY SERVICES INC /ADV

Q1 2026 13F-HR Holdings

Location
Lynbrook, NY
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
104
Total value ($000)
$155,512
Net value change ($000)
—
New positions
104
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: — SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 25,815 —
AAPL 15,283 —
GS 13,559 —
JPM 8,936 —
BRK-B 5,568 —
MSFT 5,395 —
CLS 3,275 —
STX 3,256 —
ODFL 2,941 —
GOOGL 2,817 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type