ADDISON JUSTIN DRUMMOND

Westco Advisory Services Inc Adv

Assets Managed

$155.512M

Holdings

104

Last Quarter

2026 - Q1

Filed Date

1mo 25d ago

Growth Rate

0%(2Q avg: 0%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Westco Advisory Services Inc Adv's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 104 positions.

Assets under management

The assets under management (AUM) of Westco Advisory Services Inc Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 155.512M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by ADDISON JUSTIN DRUMMOND, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPY Spdr S&p 500 Etf Trust Recent Activity New Position	16.6%	$25.815M 39,694 shares@ $650.35 avg price	New Position
AAPL Apple Inc Recent Activity New Position	9.83%	$15.283M 60,220 shares@ $253.8 avg price	New Position
GS Goldman Sachs Group Inc Recent Activity New Position	8.72%	$13.559M 16,027 shares@ $846.0 avg price	New Position
JPM Jpmorgan Chase & Co Recent Activity New Position	5.75%	$8.936M 30,378 shares@ $294.16 avg price	New Position
BRK.B Berkshire Hathaway Inc-cl B Recent Activity New Position	3.59%	$5.568M 11,620 shares@ $479.2 avg price	New Position
MSFT Microsoft Corp Recent Activity New Position	3.47%	$5.395M 14,575 shares@ $370.18 avg price	New Position
CLS Celestica Inc Recent Activity New Position	2.11%	$3.275M 11,628 shares@ $281.68 avg price	New Position
STX Seagate Technology Holdings Recent Activity New Position	2.1%	$3.256M 8,311 shares@ $391.76 avg price	New Position
ODFL Old Dominion Freight Line Recent Activity New Position	1.9%	$2.941M 15,053 shares@ $195.4 avg price	New Position
GOOGL Alphabet Inc-cl A Recent Activity New Position	1.82%	$2.817M 9,795 shares@ $287.56 avg price	New Position

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