WESTCO ADVISORY SERVICES INC /ADV
All 13F Filings
- Location
- Lynbrook, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 166,462
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 98 | 166,462 | 13F-HR | WESTCO ADVISORY SERVICES INC /ADV |
| Q2 2026 | 7/28/2026 | 99 | 165,687 | 13F-HR | WESTCO ADVISORY SERVICES INC /ADV |
| Q1 2026 | 5/11/2026 | 104 | 155,512 | 13F-HR | WESTCO ADVISORY SERVICES INC /ADV |
| Q4 2025 | 5/13/2026 | 93 | 162,747 | 13F-HR | WESTCO ADVISORY SERVICES INC /ADV |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 123.9 K | 74.4% | 357 | 0 | 357 |
| ETFs | 42.55 K | 25.6% | 415 | 0 | 415 |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
166,462
Holdings
98
QoQ value change ($000)
775
(0.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.