Westover Capital Advisors
Latest statistics and disclosures from Westover Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, PFF, USIG, MBB, SPTL, and represent 19.55% of Westover Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHO (+$18M), SPTL (+$15M), SPSB (+$14M), AVGO (+$12M), PFF (+$10M), MBB (+$10M), USIG (+$10M), VTEB, SCHF, EMXC.
- Started 42 new stock positions in ETR, SBUX, Amentum Holdings, PLTR, VOO, KMI, VERA, C, NTRS, D.
- Reduced shares in these 10 stocks: FLTR (-$6.6M), STIP (-$5.7M), SCHW, , NTNX, , ALV, VCSH, RXST, PINS.
- Sold out of its positions in ALV, DELL, MCK, NI, NTNX, PINS, RRC, RXST, SM, ULTA. FLTR, ALTM.
- Westover Capital Advisors was a net buyer of stock by $128M.
- Westover Capital Advisors has $520M in assets under management (AUM), dropping by 34.05%.
- Central Index Key (CIK): 0001483467
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Portfolio Holdings for Westover Capital Advisors
Westover Capital Advisors holds 243 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.1 | $27M | +5% | 114k | 233.00 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 3.8 | $20M | +109% | 595k | 33.23 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 3.7 | $19M | +111% | 362k | 52.58 |
|
| Ishares Tr Mbs Etf (MBB) | 3.5 | $18M | +121% | 192k | 95.81 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 3.4 | $18M | +516% | 615k | 29.07 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 3.4 | $18M | NEW | 359k | 48.98 |
|
| Microsoft Corporation (MSFT) | 3.4 | $17M | +9% | 41k | 430.30 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $16M | +4% | 99k | 165.85 |
|
| NVIDIA Corporation (NVDA) | 3.0 | $16M | +8% | 128k | 121.44 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 2.6 | $14M | NEW | 450k | 30.28 |
|
| Spdr Gold Tr Gold Shs (GLD) | 2.6 | $13M | 55k | 243.06 |
|
|
| Broadcom (AVGO) | 2.5 | $13M | +961% | 76k | 172.50 |
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| Amazon (AMZN) | 2.3 | $12M | +8% | 65k | 186.33 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $9.7M | +7% | 46k | 210.86 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.7 | $8.6M | +127% | 169k | 51.12 |
|
| Vistra Energy (VST) | 1.5 | $8.0M | -3% | 68k | 118.54 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.4 | $7.4M | +144% | 181k | 41.12 |
|
| Netflix (NFLX) | 1.4 | $7.4M | +2% | 10k | 709.27 |
|
| Costco Wholesale Corporation (COST) | 1.4 | $7.1M | +9% | 8.0k | 886.52 |
|
| Thermo Fisher Scientific (TMO) | 1.2 | $6.1M | +10% | 9.8k | 618.59 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.1 | $5.7M | +102% | 93k | 61.11 |
|
| Goldman Sachs (GS) | 1.0 | $5.1M | +105% | 10k | 495.11 |
|
| Emcor (EME) | 0.9 | $4.8M | +3% | 11k | 430.53 |
|
| Merck & Co (MRK) | 0.9 | $4.7M | 42k | 113.56 |
|
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.9 | $4.7M | +99% | 70k | 67.51 |
|
| Icon SHS (ICLR) | 0.9 | $4.5M | 16k | 287.30 |
|
|
| Servicenow (NOW) | 0.8 | $4.3M | 4.8k | 894.39 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.8 | $4.3M | +168% | 86k | 49.70 |
|
| Welltower Inc Com reit (WELL) | 0.8 | $4.2M | 33k | 128.03 |
|
|
| Cyberark Software SHS (CYBR) | 0.8 | $4.2M | 14k | 291.61 |
|
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| Arch Cap Group Ord (ACGL) | 0.8 | $4.0M | 36k | 111.88 |
|
|
| Ingredion Incorporated (INGR) | 0.7 | $3.8M | 28k | 137.43 |
|
|
| UnitedHealth (UNH) | 0.7 | $3.8M | -2% | 6.5k | 584.68 |
|
| Meta Platforms Cl A (META) | 0.7 | $3.7M | +43% | 6.4k | 572.44 |
|
| Ensign (ENSG) | 0.7 | $3.5M | 24k | 143.82 |
|
|
| Wal-Mart Stores (WMT) | 0.7 | $3.4M | -4% | 43k | 80.75 |
|
| Metropcs Communications (TMUS) | 0.6 | $3.1M | 15k | 206.36 |
|
|
| Kla Corp Com New (KLAC) | 0.6 | $3.0M | 3.8k | 774.41 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $2.9M | +83% | 12k | 237.21 |
|
| International Bancshares Corporation (IBOC) | 0.6 | $2.9M | 49k | 59.79 |
|
|
| Marriott Intl Cl A (MAR) | 0.6 | $2.9M | -2% | 12k | 248.60 |
|
| Hess Midstream Cl A Shs (HESM) | 0.5 | $2.8M | +4% | 79k | 35.27 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.5 | $2.8M | +99% | 42k | 66.35 |
|
| AmerisourceBergen (COR) | 0.5 | $2.6M | -2% | 12k | 225.08 |
|
| Nxp Semiconductors N V (NXPI) | 0.5 | $2.4M | +22% | 10k | 240.01 |
|
| Deere & Company (DE) | 0.5 | $2.4M | +103% | 5.7k | 417.33 |
|
| Marathon Petroleum Corp (MPC) | 0.4 | $2.3M | +4% | 14k | 162.91 |
|
| Abbvie (ABBV) | 0.4 | $2.2M | -2% | 11k | 197.48 |
|
| Monolithic Power Systems (MPWR) | 0.4 | $2.2M | 2.4k | 924.50 |
|
|
| Vertex Cl A (VERX) | 0.4 | $2.1M | +254% | 55k | 38.51 |
|
| Celestica (CLS) | 0.4 | $2.1M | +86% | 41k | 51.12 |
|
| Jacobs Engineering Group (J) | 0.4 | $2.1M | 16k | 130.90 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $2.0M | 2.4k | 833.25 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.4 | $2.0M | +491% | 12k | 159.45 |
|
| EOG Resources (EOG) | 0.4 | $1.9M | 16k | 122.93 |
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|
| Pepsi (PEP) | 0.4 | $1.9M | +6% | 11k | 170.05 |
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| AutoZone (AZO) | 0.4 | $1.9M | NEW | 610.00 | 3150.04 |
|
| Hilton Worldwide Holdings (HLT) | 0.4 | $1.9M | +18% | 8.3k | 230.50 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $1.9M | +9% | 2.1k | 885.94 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $1.8M | +22% | 16k | 117.22 |
|
| FedEx Corporation (FDX) | 0.3 | $1.8M | +12% | 6.7k | 273.68 |
|
| Medpace Hldgs (MEDP) | 0.3 | $1.8M | +4% | 5.5k | 333.80 |
|
| Pulte (PHM) | 0.3 | $1.8M | +74% | 13k | 143.53 |
|
| Summit Matls Cl A (SUM) | 0.3 | $1.8M | +6% | 46k | 39.03 |
|
| Cigna Corp (CI) | 0.3 | $1.8M | +13% | 5.2k | 346.44 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $1.8M | +74% | 10k | 173.67 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $1.8M | -34% | 22k | 79.42 |
|
| Synopsys (SNPS) | 0.3 | $1.8M | -2% | 3.5k | 506.39 |
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| Palo Alto Networks (PANW) | 0.3 | $1.7M | +41% | 4.9k | 341.80 |
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| Quanta Services (PWR) | 0.3 | $1.7M | -4% | 5.6k | 298.15 |
|
| Caterpillar (CAT) | 0.3 | $1.7M | +22% | 4.2k | 391.12 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.3 | $1.6M | -77% | 16k | 101.32 |
|
| General Dynamics Corporation (GD) | 0.3 | $1.6M | 5.3k | 302.20 |
|
|
| Waste Connections (WCN) | 0.3 | $1.6M | 9.0k | 178.82 |
|
|
| Nasdaq Omx (NDAQ) | 0.3 | $1.6M | 22k | 73.01 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $1.6M | +187% | 18k | 87.80 |
|
| Cummins (CMI) | 0.3 | $1.6M | 4.8k | 323.79 |
|
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| Mueller Industries (MLI) | 0.3 | $1.5M | -3% | 21k | 74.10 |
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| Home Depot (HD) | 0.3 | $1.5M | 3.7k | 405.20 |
|
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| Tractor Supply Company (TSCO) | 0.3 | $1.5M | 5.0k | 290.93 |
|
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| Kkr & Co (KKR) | 0.3 | $1.5M | +72% | 11k | 130.58 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.4M | +359% | 8.5k | 167.19 |
|
| Kyndryl Hldgs Common Stock (KD) | 0.3 | $1.4M | +91% | 61k | 22.98 |
|
| First Solar (FSLR) | 0.3 | $1.4M | -3% | 5.6k | 249.44 |
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| EastGroup Properties (EGP) | 0.3 | $1.4M | 7.4k | 186.82 |
|
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| Casey's General Stores (CASY) | 0.3 | $1.4M | +10% | 3.7k | 375.71 |
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| Steel Dynamics (STLD) | 0.3 | $1.4M | -4% | 11k | 126.08 |
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| Boston Scientific Corporation (BSX) | 0.2 | $1.3M | -5% | 15k | 83.80 |
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| Waste Management (WM) | 0.2 | $1.2M | 6.0k | 207.60 |
|
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| Applied Materials (AMAT) | 0.2 | $1.2M | -10% | 6.1k | 202.05 |
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| Apollo Global Mgmt (APO) | 0.2 | $1.2M | -7% | 9.7k | 124.91 |
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| Federal Agric Mtg Corp CL C (AGM) | 0.2 | $1.2M | +9% | 6.4k | 187.41 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $1.2M | -74% | 18k | 64.81 |
|
| Visa Com Cl A (V) | 0.2 | $1.2M | -2% | 4.3k | 274.95 |
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| Fiserv (FI) | 0.2 | $1.1M | NEW | 6.4k | 179.65 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.1M | +6% | 9.0k | 121.16 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.0M | +51% | 6.7k | 153.13 |
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| First Bancorp P R Com New (FBP) | 0.2 | $985k | +38% | 47k | 21.17 |
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| Johnson & Johnson (JNJ) | 0.2 | $981k | 6.1k | 162.06 |
|
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| United Parcel Service CL B (UPS) | 0.2 | $977k | -4% | 7.2k | 136.34 |
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| McDonald's Corporation (MCD) | 0.2 | $960k | 3.2k | 304.51 |
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| Chevron Corporation (CVX) | 0.2 | $892k | +7% | 6.1k | 147.27 |
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| Abbott Laboratories (ABT) | 0.2 | $877k | +33% | 7.7k | 114.01 |
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| Unum (UNM) | 0.2 | $870k | +46% | 15k | 59.44 |
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| Construction Partners Com Cl A (ROAD) | 0.2 | $851k | 12k | 69.80 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $850k | 8.0k | 106.19 |
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| Booking Holdings (BKNG) | 0.2 | $847k | 201.00 | 4212.12 |
|
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| Astrazeneca Sponsored Adr (AZN) | 0.2 | $844k | -3% | 11k | 77.91 |
|
| Amgen (AMGN) | 0.2 | $839k | +8% | 2.6k | 322.21 |
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| Cabot Corporation (CBT) | 0.2 | $835k | +55% | 7.5k | 111.77 |
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| Rbc Cad (RY) | 0.2 | $816k | -4% | 6.5k | 124.73 |
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| Morgan Stanley Com New (MS) | 0.2 | $796k | +31% | 7.6k | 104.24 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $770k | +197% | 7.7k | 99.49 |
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| Oneok (OKE) | 0.1 | $735k | 8.1k | 91.13 |
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| Ufp Industries (UFPI) | 0.1 | $711k | 5.4k | 131.21 |
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| Corcept Therapeutics Incorporated (CORT) | 0.1 | $700k | NEW | 15k | 46.28 |
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| Texas Pacific Land Corp (TPL) | 0.1 | $677k | 765.00 | 884.74 |
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| Corning Incorporated (GLW) | 0.1 | $665k | +145% | 15k | 45.15 |
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| Lam Research Corporation (LRCX) | 0.1 | $653k | 800.00 | 816.08 |
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| J P Morgan Exchange Traded F Us Momentum (JMOM) | 0.1 | $649k | +100% | 11k | 57.13 |
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| Bank of America Corporation (BAC) | 0.1 | $647k | 16k | 39.68 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $646k | 1.2k | 517.78 |
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| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 0.1 | $641k | NEW | 12k | 55.70 |
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| Constellation Energy (CEG) | 0.1 | $639k | 2.5k | 260.02 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $628k | +102% | 3.0k | 206.57 |
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| AFLAC Incorporated (AFL) | 0.1 | $615k | +139% | 5.5k | 111.80 |
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| salesforce (CRM) | 0.1 | $609k | -9% | 2.2k | 273.71 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $607k | NEW | 4.0k | 151.62 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $600k | 14k | 44.46 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $599k | 5.0k | 119.07 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $590k | +101% | 10k | 56.57 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $574k | -4% | 1.2k | 493.80 |
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| Toll Brothers (TOL) | 0.1 | $572k | 3.7k | 154.49 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $569k | 974.00 | 584.56 |
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| Dick's Sporting Goods (DKS) | 0.1 | $564k | 2.7k | 208.70 |
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| Enterprise Products Partners (EPD) | 0.1 | $546k | 19k | 29.11 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $540k | +95% | 7.5k | 71.76 |
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| PNC Financial Services (PNC) | 0.1 | $540k | 2.9k | 184.85 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $537k | NEW | 1.9k | 280.47 |
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| Qorvo (QRVO) | 0.1 | $535k | 5.2k | 103.30 |
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| Hartford Financial Services (HIG) | 0.1 | $535k | 4.5k | 117.61 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $533k | NEW | 6.6k | 80.78 |
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| Us Foods Hldg Corp call (USFD) | 0.1 | $529k | -3% | 8.6k | 61.50 |
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| Truist Financial Corp equities (TFC) | 0.1 | $523k | +74% | 12k | 42.77 |
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| Wells Fargo & Company (WFC) | 0.1 | $511k | 9.0k | 56.49 |
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| Simon Property (SPG) | 0.1 | $507k | 3.0k | 169.02 |
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| Amentum Holdings | 0.1 | $507k | NEW | 16k | 32.25 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $504k | NEW | 9.2k | 54.68 |
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| Cheniere Energy Com New (LNG) | 0.1 | $504k | 2.8k | 179.84 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $498k | 1.1k | 460.26 |
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| Stride (LRN) | 0.1 | $493k | +2% | 5.8k | 85.31 |
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| W.W. Grainger (GWW) | 0.1 | $489k | +46% | 471.00 | 1038.81 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $487k | 1.7k | 283.16 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $472k | +89% | 7.9k | 59.51 |
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| Uber Technologies (UBER) | 0.1 | $467k | -21% | 6.2k | 75.16 |
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| ConocoPhillips (COP) | 0.1 | $467k | 4.4k | 105.28 |
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| Williams Companies (WMB) | 0.1 | $466k | 10k | 45.65 |
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| M&T Bank Corporation (MTB) | 0.1 | $464k | 2.6k | 178.12 |
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| Shell Spon Ads (SHEL) | 0.1 | $462k | 7.0k | 65.95 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $449k | 9.0k | 49.92 |
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| Honeywell International (HON) | 0.1 | $449k | 2.2k | 206.71 |
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| Diamondback Energy (FANG) | 0.1 | $447k | 2.6k | 172.40 |
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| Danaher Corporation (DHR) | 0.1 | $445k | NEW | 1.6k | 278.02 |
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| Cdw (CDW) | 0.1 | $424k | 1.9k | 226.30 |
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| Westlake Chemical Corporation (WLK) | 0.1 | $423k | 2.8k | 150.29 |
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| Bhp Group Sponsored Ads (BHP) | 0.1 | $414k | NEW | 6.7k | 62.11 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $411k | 1.8k | 223.09 |
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| Arcbest (ARCB) | 0.1 | $409k | +8% | 3.8k | 108.45 |
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| TPG Com Cl A (TPG) | 0.1 | $409k | 7.1k | 57.56 |
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| Stryker Corporation (SYK) | 0.1 | $403k | NEW | 1.1k | 361.26 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $401k | 2.2k | 178.57 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $400k | 23k | 17.37 |
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| Dover Corporation (DOV) | 0.1 | $394k | 2.1k | 191.74 |
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| American Express Company (AXP) | 0.1 | $391k | 1.4k | 271.20 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $387k | NEW | 734.00 | 527.67 |
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| Arista Networks (ANET) | 0.1 | $384k | 1.0k | 383.82 |
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| Microchip Technology (MCHP) | 0.1 | $383k | -4% | 4.8k | 80.29 |
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| Prologis (PLD) | 0.1 | $376k | 3.0k | 126.28 |
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| Invitation Homes (INVH) | 0.1 | $373k | NEW | 11k | 35.26 |
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| Tesla Motors (TSLA) | 0.1 | $366k | 1.4k | 261.63 |
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| Republic Services (RSG) | 0.1 | $362k | 1.8k | 200.84 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $360k | NEW | 1.6k | 220.89 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $359k | +28% | 8.0k | 45.19 |
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| Pfizer (PFE) | 0.1 | $358k | +71% | 12k | 28.94 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $356k | NEW | 6.4k | 55.53 |
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| Dow (DOW) | 0.1 | $350k | -16% | 6.4k | 54.63 |
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| Emerson Electric (EMR) | 0.1 | $350k | 3.2k | 109.37 |
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| Integer Hldgs (ITGR) | 0.1 | $344k | -2% | 2.6k | 130.00 |
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| West Pharmaceutical Services (WST) | 0.1 | $339k | 1.1k | 300.16 |
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| Qualcomm (QCOM) | 0.1 | $338k | 2.0k | 170.05 |
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| Procter & Gamble Company (PG) | 0.1 | $337k | +48% | 1.9k | 173.20 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $336k | 320.00 | 1051.24 |
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| Sarepta Therapeutics (SRPT) | 0.1 | $328k | 2.6k | 124.89 |
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| International Paper Company (IP) | 0.1 | $327k | 6.7k | 48.85 |
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| Eaton Corp SHS (ETN) | 0.1 | $326k | 984.00 | 331.44 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $322k | +4% | 6.1k | 52.81 |
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| WSFS Financial Corporation (WSFS) | 0.1 | $315k | 6.2k | 50.99 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $310k | 491.00 | 631.82 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $308k | 19k | 16.05 |
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| Allison Transmission Hldngs I (ALSN) | 0.1 | $304k | NEW | 3.2k | 96.07 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $297k | 2.8k | 106.12 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $295k | 7.7k | 38.26 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $284k | NEW | 1.0k | 284.00 |
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| Boeing Company (BA) | 0.1 | $281k | -3% | 1.8k | 152.04 |
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| Vericel (VCEL) | 0.1 | $279k | NEW | 6.6k | 42.25 |
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| Vera Therapeutics Cl A (VERA) | 0.1 | $275k | NEW | 6.2k | 44.20 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $273k | 4.3k | 63.26 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $271k | NEW | 2.8k | 96.38 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $268k | NEW | 7.2k | 37.20 |
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| Bk Nova Cad (BNS) | 0.1 | $264k | 4.9k | 54.49 |
|
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| Infosys Sponsored Adr (INFY) | 0.1 | $263k | 12k | 22.27 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $258k | 1.0k | 246.48 |
|
|
| Cibc Cad (CM) | 0.0 | $258k | NEW | 4.2k | 61.34 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $257k | 1.8k | 143.01 |
|
|
| Catalyst Pharmaceutical Partners (CPRX) | 0.0 | $254k | -11% | 13k | 19.88 |
|
| Citigroup Com New (C) | 0.0 | $248k | NEW | 4.0k | 62.60 |
|
| Ge Aerospace Com New (GE) | 0.0 | $247k | 1.3k | 188.58 |
|
|
| SPS Commerce (SPSC) | 0.0 | $244k | 1.3k | 194.17 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $242k | +5% | 2.1k | 115.30 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $239k | 2.3k | 103.81 |
|
|
| Entergy Corporation (ETR) | 0.0 | $237k | NEW | 1.8k | 131.61 |
|
| Starbucks Corporation (SBUX) | 0.0 | $234k | NEW | 2.4k | 97.49 |
|
| BP Sponsored Adr (BP) | 0.0 | $232k | 7.4k | 31.39 |
|
|
| WD-40 Company (WDFC) | 0.0 | $232k | NEW | 900.00 | 257.88 |
|
| Pjt Partners Com Cl A (PJT) | 0.0 | $232k | NEW | 1.7k | 133.34 |
|
| Exelon Corporation (EXC) | 0.0 | $232k | NEW | 5.7k | 40.55 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $228k | NEW | 3.2k | 71.17 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $227k | 1.0k | 223.48 |
|
|
| Ubs Group SHS (UBS) | 0.0 | $226k | 7.3k | 30.91 |
|
|
| Lightwave Logic Inc C ommon (LWLG) | 0.0 | $223k | 81k | 2.76 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $216k | NEW | 4.2k | 51.74 |
|
| Chubb (CB) | 0.0 | $216k | NEW | 750.00 | 288.39 |
|
| Air Products & Chemicals (APD) | 0.0 | $214k | NEW | 720.00 | 297.74 |
|
| Dominion Resources (D) | 0.0 | $214k | NEW | 3.7k | 57.79 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $212k | NEW | 5.1k | 41.77 |
|
| Kinder Morgan (KMI) | 0.0 | $209k | NEW | 9.5k | 22.09 |
|
| Ferrari Nv Ord (RACE) | 0.0 | $208k | NEW | 442.00 | 470.11 |
|
| CSX Corporation (CSX) | 0.0 | $207k | 6.0k | 34.53 |
|
|
| Charles River Laboratories (CRL) | 0.0 | $207k | 1.1k | 196.97 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $205k | NEW | 955.00 | 215.03 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $205k | NEW | 2.3k | 90.03 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $203k | NEW | 550.00 | 368.53 |
|
| Schwab Charles Family Amt Tax Free Mny (SCTXX) | 0.0 | $32k | -36% | 32k | 1.00 |
|
Past Filings by Westover Capital Advisors
SEC 13F filings are viewable for Westover Capital Advisors going back to 2010
- Westover Capital Advisors 2024 Q3 filed Nov. 8, 2024
- Westover Capital Advisors 2024 Q2 filed Aug. 8, 2024
- Westover Capital Advisors 2024 Q1 filed May 3, 2024
- Westover Capital Advisors 2023 Q4 filed Feb. 6, 2024
- Westover Capital Advisors 2023 Q3 filed Nov. 13, 2023
- Westover Capital Advisors 2023 Q2 filed Aug. 11, 2023
- Westover Capital Advisors 2023 Q1 filed May 22, 2023
- Westover Capital Advisors 2022 Q4 filed May 18, 2023
- Westover Capital Advisors 2022 Q3 filed Nov. 14, 2022
- Westover Capital Advisors 2022 Q2 filed Aug. 12, 2022
- Westover Capital Advisors 2022 Q1 filed May 13, 2022
- Westover Capital Advisors 2021 Q4 filed Feb. 14, 2022
- Westover Capital Advisors 2021 Q3 filed Nov. 15, 2021
- Westover Capital Advisors 2021 Q2 filed Aug. 10, 2021
- Westover Capital Advisors 2021 Q1 filed May 18, 2021
- Westover Capital Advisors 2020 Q4 filed Feb. 16, 2021