Westover Capital Advisors

Latest statistics and disclosures from Westover Capital Advisors's latest quarterly 13F-HR filing:

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Positions held by Westover Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Westover Capital Advisors

Companies in the Westover Capital Advisors portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.5 $18M 137k 132.69
Amazon (AMZN) 3.8 $10M 3.2k 3256.87
Alphabet Cap Stk Cl A (GOOGL) 3.2 $8.9M 5.1k 1752.70
Spdr Ser Tr Portfolio Intrmd (SPIB) 3.1 $8.7M +11% 235k 37.18
Ishares Tr Pfd And Incm Sec (PFF) 3.0 $8.5M +3% 220k 38.51
Walt Disney Company (DIS) 2.7 $7.6M -4% 42k 181.19
Thermo Fisher Scientific (TMO) 2.6 $7.1M -6% 15k 465.80
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 2.4 $6.8M -19% 221k 30.71
Spdr Gold Tr Gold Shs (GLD) 2.4 $6.8M +4% 38k 178.35
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.3 $6.4M 127k 50.11
United Parcel Service CL B (UPS) 2.1 $5.8M 34k 168.40
Comcast Corp Cl A (CMCSA) 2.0 $5.5M +13% 105k 52.40
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 2.0 $5.4M 120k 45.13
Truist Financial Corp equities (TFC) 1.9 $5.3M +7% 110k 47.93

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Dollar General (DG) 1.9 $5.2M 25k 210.30
Microsoft Corporation (MSFT) 1.8 $5.1M +10% 23k 222.41
Icon SHS (ICLR) 1.8 $5.0M 26k 194.99
Costco Wholesale Corporation (COST) 1.8 $5.0M -4% 13k 376.77
Spdr Ser Tr Portfolio Short (SPSB) 1.8 $4.9M +84% 156k 31.40
Servicenow (NOW) 1.7 $4.7M -4% 8.6k 550.46
Broadcom (AVGO) 1.6 $4.6M -2% 11k 437.89
Ishares Tr Mbs Etf (MBB) 1.6 $4.5M +218% 41k 110.12
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.6 $4.3M +12% 92k 47.21
JPMorgan Chase & Co. (JPM) 1.5 $4.2M -20% 33k 127.06
UnitedHealth (UNH) 1.5 $4.1M -7% 12k 350.72
Five9 (FIVN) 1.5 $4.1M -22% 23k 174.38
Spdr Ser Tr Portfli Tips Etf (SPIP) 1.3 $3.6M +3% 117k 31.17
Wal-Mart Stores (WMT) 1.3 $3.6M 25k 144.13
Adobe Systems Incorporated (ADBE) 0.9 $2.5M 5.0k 500.20
Pepsi (PEP) 0.9 $2.4M -3% 16k 148.30
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.8 $2.3M -4% 70k 33.75
Home Depot (HD) 0.8 $2.3M 8.8k 265.64
Bristol Myers Squibb (BMY) 0.8 $2.3M 37k 62.03
Jacobs Engineering (J) 0.8 $2.3M 21k 108.96
McDonald's Corporation (MCD) 0.8 $2.2M 11k 214.55
CVS Caremark Corporation (CVS) 0.8 $2.2M 32k 68.31
Clearway Energy CL C (CWEN) 0.8 $2.1M 67k 31.93
Nasdaq Omx (NDAQ) 0.8 $2.1M +5% 16k 132.76
Pjt Partners Com Cl A (PJT) 0.8 $2.1M +3% 28k 75.25
EastGroup Properties (EGP) 0.7 $2.1M 15k 138.05
American Tower Reit (AMT) 0.7 $2.0M 8.9k 224.47
Monolithic Power Systems (MPWR) 0.6 $1.8M 4.9k 366.30
EOG Resources (EOG) 0.6 $1.8M +76% 35k 49.88
Waste Connections (WCN) 0.6 $1.8M 17k 102.54
Adaptive Biotechnologies Cor (ADPT) 0.6 $1.7M -20% 29k 59.14
Microchip Technology (MCHP) 0.6 $1.7M +3% 12k 138.10
Total Se Sponsored Ads (TOT) 0.6 $1.6M NEW 39k 41.90
Dominion Resources (D) 0.6 $1.6M -7% 21k 75.19
Tyson Foods Cl A (TSN) 0.6 $1.6M +4% 25k 64.44
NVIDIA Corporation (NVDA) 0.6 $1.6M 3.0k 522.14
Asml Holding N V N Y Registry Shs (ASML) 0.6 $1.6M 3.2k 487.67
Cisco Systems (CSCO) 0.6 $1.5M -19% 35k 44.74
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.6 $1.5M -2% 35k 43.97
Ishares Tr National Mun Etf (MUB) 0.6 $1.5M +21% 13k 117.23
Paycom Software (PAYC) 0.5 $1.5M -9% 3.3k 452.19
Medpace Hldgs (MEDP) 0.5 $1.5M 11k 139.20
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.5 $1.4M +135% 19k 69.43
Abbott Laboratories (ABT) 0.5 $1.3M 12k 109.50
Lockheed Martin Corporation (LMT) 0.5 $1.3M -36% 3.7k 354.85
Kla Corp Com New (KLAC) 0.5 $1.3M 5.1k 258.89
Qorvo (QRVO) 0.4 $1.2M +14% 7.0k 166.24
Merck & Co (MRK) 0.4 $1.1M 14k 81.83
Sanofi Sponsored Adr (SNY) 0.4 $1.1M +9% 24k 48.60
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.4 $1.1M +18% 23k 49.79
Visa Com Cl A (V) 0.4 $1.1M -3% 5.0k 218.63
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.4 $1.0M +15% 20k 52.47
MarketAxess Holdings (MKTX) 0.4 $1.0M 1.8k 570.32
Goldman Sachs (GS) 0.4 $1.0M 3.9k 263.69
Waste Management (WM) 0.4 $1.0M 8.5k 117.88
Cdw (CDW) 0.4 $995k -2% 7.5k 131.81
Docusign (DOCU) 0.3 $904k 4.1k 222.33
At&t (T) 0.3 $891k +9% 31k 28.75
salesforce (CRM) 0.3 $883k 4.0k 222.53
Tractor Supply Company (TSCO) 0.3 $861k 6.1k 140.50
Abbvie (ABBV) 0.3 $840k -8% 7.8k 107.17
Assurant (AIZ) 0.3 $802k 5.9k 136.19
FedEx Corporation (FDX) 0.3 $779k 3.0k 259.75
Netflix (NFLX) 0.3 $763k +42% 1.4k 540.75
AmerisourceBergen (ABC) 0.3 $761k 7.8k 97.78
Autodesk (ADSK) 0.3 $714k +3% 2.3k 305.39
Advanced Micro Devices (AMD) 0.3 $711k 7.8k 91.65
Boeing Company (BA) 0.3 $702k +141% 3.3k 214.02
Exelon Corporation (EXC) 0.2 $654k 16k 42.22
Gibraltar Industries (ROCK) 0.2 $643k NEW 8.9k 71.92
Epam Systems (EPAM) 0.2 $636k -8% 1.8k 358.51
Rbc Cad (RY) 0.2 $636k NEW 7.8k 82.00
Air Products & Chemicals (APD) 0.2 $634k -2% 2.3k 273.39
D.R. Horton (DHI) 0.2 $613k +143% 8.9k 68.90
Procter & Gamble Company (PG) 0.2 $585k 4.2k 139.09
Prologis (PLD) 0.2 $580k 5.8k 99.59
Ericsson Adr B Sek 10 (ERIC) 0.2 $548k NEW 46k 11.95
Twitter (TWTR) 0.2 $542k 10k 54.18
Applied Materials (AMAT) 0.2 $528k 6.1k 86.30
Johnson & Johnson (JNJ) 0.2 $517k +7% 3.3k 157.43
Intel Corporation (INTC) 0.2 $508k 10k 49.87
Veeva Sys Cl A Com (VEEV) 0.2 $490k 1.8k 272.22
MKS Instruments (MKSI) 0.2 $485k 3.2k 150.43
Facebook Cl A (FB) 0.2 $455k 1.7k 273.27
Lowe's Companies (LOW) 0.2 $440k NEW 2.7k 160.47
Medtronic SHS (MDT) 0.2 $434k +7% 3.7k 117.17
Duke Energy Corp Com New (DUK) 0.1 $416k 4.5k 91.47
Medical Properties Trust (MPW) 0.1 $413k +43% 19k 21.78
Ufp Industries (UFPI) 0.1 $410k +8% 7.4k 55.51
Mastercard Incorporated Cl A (MA) 0.1 $397k -10% 1.1k 356.69
Eli Lilly & Co. (LLY) 0.1 $397k +9% 2.4k 168.79
West Pharmaceutical Services (WST) 0.1 $397k 1.4k 283.57
Synopsys (SNPS) 0.1 $395k +22% 1.5k 259.53
Paylocity Holding Corporation (PCTY) 0.1 $391k -4% 1.9k 205.68
Amgen (AMGN) 0.1 $384k +2% 1.7k 229.67
Pfizer (PFE) 0.1 $364k -14% 9.9k 36.78
Marsh & McLennan Companies (MMC) 0.1 $361k +7% 3.1k 117.06
Enterprise Products Partners (EPD) 0.1 $353k 18k 19.58
Paypal Holdings (PYPL) 0.1 $325k 1.4k 234.49
Marvell Technology Group Ord (MRVL) 0.1 $309k NEW 6.5k 47.49
Chevron Corporation (CVX) 0.1 $308k -11% 3.7k 84.36
Colgate-Palmolive Company (CL) 0.1 $305k -3% 3.6k 85.48
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $300k 7.1k 42.16
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $299k +10% 6.5k 46.03
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $296k 1.5k 194.48
Tesla Motors (TSLA) 0.1 $289k -33% 410.00 704.88
Micron Technology (MU) 0.1 $286k NEW 3.8k 75.26
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $284k 1.8k 161.09
3M Company (MMM) 0.1 $283k 1.6k 174.91
Republic Services (RSG) 0.1 $279k 2.9k 96.21
Masco Corporation (MAS) 0.1 $277k NEW 5.0k 54.87
Spdr Ser Tr Wells Fg Pfd Etf (PSK) 0.1 $275k 6.2k 44.35
Morgan Stanley Com New (MS) 0.1 $274k NEW 4.0k 68.50
Teladoc (TDOC) 0.1 $273k NEW 1.4k 199.71
WSFS Financial Corporation (WSFS) 0.1 $269k NEW 6.0k 44.83
Simon Property (SPG) 0.1 $256k NEW 3.0k 85.33
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $254k +4% 1.8k 141.27
Toyota Motor Corp Sp Adr Rep2com (TM) 0.1 $254k 1.6k 154.41
Smucker J M Com New (SJM) 0.1 $253k 2.2k 115.68
Slack Technologies Com Cl A (WORK) 0.1 $237k NEW 5.6k 42.32
Astrazeneca Sponsored Adr (AZN) 0.1 $230k -8% 4.6k 49.89
Skyworks Solutions (SWKS) 0.1 $229k NEW 1.5k 152.97
SPS Commerce (SPSC) 0.1 $225k NEW 2.1k 108.49
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $224k NEW 3.5k 64.22
Uber Technologies (UBER) 0.1 $224k NEW 4.4k 50.91
Arthur J. Gallagher & Co. (AJG) 0.1 $223k NEW 1.8k 123.89
Illumina (ILMN) 0.1 $222k NEW 600.00 370.00
Laboratory Corp Amer Hldgs Com New (LH) 0.1 $220k NEW 1.1k 203.89
PNC Financial Services (PNC) 0.1 $217k NEW 1.5k 148.83
Corning Incorporated (GLW) 0.1 $216k NEW 6.0k 36.00
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $214k NEW 2.9k 73.36
Northrop Grumman Corporation (NOC) 0.1 $210k 690.00 304.35
Texas Pac Ld Tr Sub Ctf Prop I T (TPL) 0.1 $206k NEW 284.00 725.35
Williams Companies (WMB) 0.1 $205k NEW 10k 20.10
Churchill Downs (CHDN) 0.1 $204k -19% 1.0k 195.22
Kinder Morgan (KMI) 0.1 $161k -14% 12k 13.68
General Electric Company (GE) 0.0 $126k 12k 10.77

Past Filings by Westover Capital Advisors

SEC 13F filings are viewable for Westover Capital Advisors going back to 2010

View all past filings