Westover Capital Advisors
Latest statistics and disclosures from Westover Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, GOOGL, GLD, AVGO, and represent 20.94% of Westover Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: PANW, LOW, YUMC, LLY, JAAA, AZN, TEX, AAPL, MRK, TSM.
- Started 29 new stock positions in Hologic, PFE, KO, SO, VTV, BP, YUMC, ARM, BHP, APH.
- Reduced shares in these 10 stocks: CYBR (-$5.9M), LRN, SE, CARG, TILE, AVGO, GLD, V, Rev, AstraZeneca.
- Sold out of its positions in ACAD, BABA, ANET, AstraZeneca, CARG, CORT, DHR, DELL, EHC, FCNCA. TILE, KMI, KD, MRSH, ORLY, PGR, QCOM, Rev, CRM, SE, TPG, UHS, GCT, CYBR.
- Westover Capital Advisors was a net seller of stock by $-3.2M.
- Westover Capital Advisors has $543M in assets under management (AUM), dropping by -1.09%.
- Central Index Key (CIK): 0001483467
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Portfolio Holdings for Westover Capital Advisors
Westover Capital Advisors holds 235 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.3 | $29M | +2% | 113k | 253.79 |
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| NVIDIA Corporation (NVDA) | 4.7 | $26M | 146k | 174.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.5 | $24M | 85k | 287.56 |
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| Spdr Gold Tr Gold Shs (GLD) | 3.6 | $20M | -5% | 46k | 430.30 |
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| Broadcom (AVGO) | 2.9 | $16M | -8% | 50k | 309.51 |
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| Amazon (AMZN) | 2.8 | $15M | +2% | 74k | 208.27 |
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| Microsoft Corporation (MSFT) | 2.7 | $15M | 40k | 370.17 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 2.6 | $14M | 284k | 48.93 |
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| JPMorgan Chase & Co. (JPM) | 2.3 | $12M | 42k | 294.17 |
|
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 2.2 | $12M | +3% | 504k | 24.27 |
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| Ishares Tr Mbs Etf (MBB) | 2.1 | $11M | 120k | 94.95 |
|
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| Ishares Tr Usd Inv Grde Etf (USIG) | 2.1 | $11M | 220k | 51.23 |
|
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 2.0 | $11M | +3% | 404k | 26.61 |
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| Goldman Sachs (GS) | 1.9 | $10M | 12k | 845.99 |
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| Celestica (CLS) | 1.8 | $9.9M | -3% | 35k | 281.68 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.7 | $9.2M | +10% | 183k | 50.37 |
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| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 1.7 | $9.2M | +2% | 383k | 23.98 |
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| Netflix (NFLX) | 1.7 | $9.0M | -2% | 93k | 96.15 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.4 | $7.6M | +10% | 22k | 337.95 |
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| Costco Wholesale Corporation (COST) | 1.3 | $7.1M | 7.2k | 996.43 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 1.3 | $7.0M | -3% | 76k | 91.77 |
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| Palo Alto Networks (PANW) | 1.3 | $6.9M | +198% | 43k | 160.32 |
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| Wal-Mart Stores (WMT) | 1.1 | $6.1M | 49k | 124.28 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 1.1 | $6.1M | +4% | 160k | 38.26 |
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| Vistra Energy (VST) | 1.1 | $6.1M | 41k | 150.33 |
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| Spdr Series Trust State Street Spd (SPSB) | 1.1 | $6.1M | 202k | 30.07 |
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| Exxon Mobil Corporation (XOM) | 1.1 | $5.9M | 35k | 169.66 |
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| Ishares Gold Tr Ishares New (IAU) | 1.0 | $5.5M | 62k | 88.16 |
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| Meta Platforms Cl A (META) | 0.9 | $5.1M | 9.0k | 572.13 |
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| Emcor (EME) | 0.9 | $5.1M | -3% | 6.9k | 738.31 |
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| Welltower Inc Com reit (WELL) | 0.9 | $4.6M | 24k | 197.71 |
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| Ensign (ENSG) | 0.8 | $4.6M | 23k | 201.50 |
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| Ishares Tr National Mun Etf (MUB) | 0.8 | $4.6M | 43k | 106.15 |
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| General Dynamics Corporation (GD) | 0.8 | $4.5M | 13k | 343.22 |
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| AmerisourceBergen (COR) | 0.8 | $4.5M | 14k | 314.14 |
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| Kla Corp Com New (KLAC) | 0.8 | $4.2M | -2% | 2.9k | 1472.41 |
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| Exelixis (EXEL) | 0.7 | $3.8M | +2% | 89k | 42.89 |
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| Hess Midstream Cl A Shs (HESM) | 0.7 | $3.7M | 96k | 38.87 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.7 | $3.6M | +3% | 2.7k | 1320.83 |
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| Eli Lilly & Co. (LLY) | 0.6 | $3.4M | +76% | 3.7k | 919.77 |
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| Caterpillar (CAT) | 0.6 | $3.3M | 4.7k | 708.46 |
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| Deere & Company (DE) | 0.6 | $3.3M | 5.8k | 563.30 |
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| International Bancshares Corporation (IBOC) | 0.5 | $2.9M | 43k | 67.29 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.5 | $2.8M | -11% | 37k | 76.54 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $2.8M | -2% | 5.7k | 491.55 |
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| Casey's General Stores (CASY) | 0.5 | $2.8M | +2% | 3.9k | 727.86 |
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| Lowe's Companies (LOW) | 0.5 | $2.7M | +653% | 11k | 236.28 |
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| Quanta Services (PWR) | 0.5 | $2.6M | -2% | 4.7k | 549.02 |
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| Us Foods Hldg Corp call (USFD) | 0.5 | $2.5M | +6% | 27k | 92.21 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.5M | 8.6k | 286.86 |
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| Charles Schwab Corporation (SCHW) | 0.4 | $2.4M | +20% | 26k | 93.98 |
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| Chevron Corporation (CVX) | 0.4 | $2.4M | 12k | 206.90 |
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| Hartford Financial Services (HIG) | 0.4 | $2.4M | +4% | 18k | 135.23 |
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| FedEx Corporation (FDX) | 0.4 | $2.3M | 6.5k | 356.18 |
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| EOG Resources (EOG) | 0.4 | $2.3M | +2% | 16k | 144.57 |
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| Applied Materials (AMAT) | 0.4 | $2.3M | +8% | 6.7k | 341.79 |
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| Gilead Sciences (GILD) | 0.4 | $2.3M | +8% | 16k | 139.37 |
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| Vertiv Holdings Com Cl A (VRT) | 0.4 | $2.2M | 8.7k | 250.58 |
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| First Solar (FSLR) | 0.4 | $2.1M | 11k | 197.26 |
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| Servicenow (NOW) | 0.4 | $2.1M | -6% | 20k | 104.55 |
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| Corning Incorporated (GLW) | 0.4 | $2.0M | 15k | 135.97 |
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| Abbvie (ABBV) | 0.3 | $1.9M | -2% | 8.6k | 217.49 |
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| Nasdaq Omx (NDAQ) | 0.3 | $1.8M | -17% | 22k | 84.89 |
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| Jacobs Engineering Group (J) | 0.3 | $1.8M | -5% | 14k | 127.28 |
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| Yum China Holdings (YUMC) | 0.3 | $1.7M | NEW | 36k | 48.78 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $1.7M | 8.0k | 213.66 |
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| Monolithic Power Systems (MPWR) | 0.3 | $1.7M | +10% | 1.6k | 1093.35 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.7M | 8.7k | 192.90 |
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| Supernus Pharmaceuticals (SUPN) | 0.3 | $1.7M | 32k | 51.69 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.6M | 6.2k | 261.92 |
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| Mueller Industries (MLI) | 0.3 | $1.6M | -2% | 15k | 110.80 |
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| Medpace Hldgs (MEDP) | 0.3 | $1.5M | 3.2k | 480.19 |
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| Cardinal Health (CAH) | 0.3 | $1.5M | +31% | 7.2k | 211.31 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.3 | $1.5M | 20k | 75.49 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.5M | 6.0k | 244.44 |
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| Applovin Corp Com Cl A (APP) | 0.3 | $1.5M | +70% | 3.7k | 398.00 |
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| Merck & Co (MRK) | 0.3 | $1.4M | +109% | 12k | 120.30 |
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| EastGroup Properties (EGP) | 0.2 | $1.3M | +9% | 7.2k | 185.09 |
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| Morgan Stanley Com New (MS) | 0.2 | $1.3M | 8.0k | 164.57 |
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| Cummins (CMI) | 0.2 | $1.3M | 2.4k | 538.02 |
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| Pepsi (PEP) | 0.2 | $1.2M | 8.0k | 155.29 |
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| Pjt Partners Com Cl A (PJT) | 0.2 | $1.2M | -6% | 8.9k | 139.72 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.2 | $1.2M | +20% | 21k | 57.07 |
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| Home Depot (HD) | 0.2 | $1.2M | 3.6k | 328.89 |
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| Waste Management (WM) | 0.2 | $1.2M | 5.1k | 229.79 |
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| Deckers Outdoor Corporation (DECK) | 0.2 | $1.2M | 12k | 100.09 |
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| Eaton Corp SHS (ETN) | 0.2 | $1.1M | 3.2k | 357.67 |
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| Waste Connections (WCN) | 0.2 | $1.1M | -3% | 6.8k | 162.44 |
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| Cheniere Energy Com New (LNG) | 0.2 | $1.1M | 3.9k | 283.76 |
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| Texas Pacific Land Corp (TPL) | 0.2 | $1.1M | 2.3k | 474.56 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $1.1M | 7.3k | 146.28 |
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| Kkr & Co (KKR) | 0.2 | $1.0M | 11k | 92.50 |
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| Rbc Cad (RY) | 0.2 | $1.0M | 6.3k | 161.78 |
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| Ge Vernova (GEV) | 0.2 | $1.0M | 1.2k | 872.90 |
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| McDonald's Corporation (MCD) | 0.2 | $1.0M | +4% | 3.2k | 310.79 |
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| Tractor Supply Company (TSCO) | 0.2 | $979k | -10% | 22k | 45.30 |
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| Bank of America Corporation (BAC) | 0.2 | $968k | +15% | 20k | 48.75 |
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| Williams Companies (WMB) | 0.2 | $964k | +29% | 13k | 72.78 |
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| Rio Tinto Sponsored Adr (RIO) | 0.2 | $961k | +221% | 10k | 93.29 |
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| Steel Dynamics (STLD) | 0.2 | $917k | 5.1k | 180.00 |
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| Marriott Intl Cl A (MAR) | 0.2 | $916k | 2.8k | 327.07 |
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| eBay (EBAY) | 0.2 | $907k | 10k | 91.02 |
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| Astrazeneca Ord (AZN) | 0.2 | $880k | NEW | 4.5k | 197.22 |
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| Amgen (AMGN) | 0.2 | $843k | +2% | 2.4k | 351.85 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $819k | 7.7k | 106.50 |
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| Wells Fargo & Company (WFC) | 0.2 | $816k | 10k | 79.61 |
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| Comfort Systems USA (FIX) | 0.1 | $805k | +5% | 584.00 | 1378.99 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $799k | 6.9k | 114.99 |
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| Terex Corporation (TEX) | 0.1 | $792k | NEW | 13k | 59.10 |
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| Brightspring Health Svcs (BTSG) | 0.1 | $782k | 18k | 42.61 |
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| Constellation Energy (CEG) | 0.1 | $775k | +14% | 2.8k | 279.25 |
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| Abbott Laboratories (ABT) | 0.1 | $770k | 7.5k | 102.67 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $768k | 9.3k | 82.49 |
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| Axogen (AXGN) | 0.1 | $753k | +48% | 23k | 33.13 |
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| First Bancorp Corporation Com New (FBP) | 0.1 | $746k | -11% | 35k | 21.36 |
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| Icon SHS (ICLR) | 0.1 | $734k | -10% | 6.6k | 110.67 |
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| Oneok (OKE) | 0.1 | $729k | 8.1k | 90.39 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $726k | 4.0k | 181.42 |
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| Apollo Global Mgmt (APO) | 0.1 | $720k | +24% | 6.5k | 111.42 |
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| Visa Com Cl A (V) | 0.1 | $698k | -57% | 2.3k | 302.24 |
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| Entergy Corporation (ETR) | 0.1 | $674k | 6.0k | 112.36 |
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| Toll Brothers (TOL) | 0.1 | $669k | +32% | 4.9k | 136.47 |
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| State Street Corporation (STT) | 0.1 | $639k | -2% | 5.0k | 126.56 |
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| Truist Financial Corp equities (TFC) | 0.1 | $635k | +37% | 14k | 45.97 |
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| AutoZone (AZO) | 0.1 | $635k | -16% | 188.00 | 3377.78 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $606k | 13k | 45.89 |
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| AFLAC Incorporated (AFL) | 0.1 | $603k | 5.5k | 109.71 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $600k | 5.8k | 103.43 |
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| Uber Technologies (UBER) | 0.1 | $592k | 8.2k | 71.93 |
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| PNC Financial Services (PNC) | 0.1 | $585k | 2.8k | 208.09 |
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| Metropcs Communications (TMUS) | 0.1 | $583k | -28% | 2.8k | 210.03 |
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| Tesla Motors (TSLA) | 0.1 | $572k | +11% | 1.5k | 371.75 |
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| Lightwave Logic Inc C ommon (LWLG) | 0.1 | $569k | 81k | 7.03 |
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| Simon Property (SPG) | 0.1 | $560k | 3.0k | 186.53 |
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| Rush Street Interactive (RSI) | 0.1 | $559k | -52% | 26k | 21.75 |
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| Enterprise Products Partners (EPD) | 0.1 | $553k | 15k | 37.84 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $544k | -23% | 1.4k | 390.41 |
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| Dick's Sporting Goods (DKS) | 0.1 | $535k | 2.7k | 198.29 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $529k | 9.0k | 58.78 |
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| UnitedHealth (UNH) | 0.1 | $529k | -8% | 2.0k | 270.59 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $523k | +64% | 13k | 41.17 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $514k | 23k | 22.33 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $497k | -36% | 995.00 | 499.66 |
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| Synopsys (SNPS) | 0.1 | $494k | 1.2k | 396.48 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $490k | +12% | 1.0k | 479.20 |
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| M&T Bank Corporation (MTB) | 0.1 | $487k | 2.4k | 206.72 |
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| Honeywell International (HON) | 0.1 | $487k | 2.2k | 226.03 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $483k | -3% | 1.5k | 320.81 |
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| Booking Holdings (BKNG) | 0.1 | $467k | 111.00 | 4210.32 |
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| Citigroup Com New (C) | 0.1 | $466k | 4.1k | 113.41 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $463k | 2.2k | 206.09 |
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| Arch Cap Group Ord (ACGL) | 0.1 | $463k | -3% | 4.8k | 95.99 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.1 | $454k | NEW | 6.2k | 72.74 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $453k | -2% | 7.1k | 64.08 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $448k | 500.00 | 895.24 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $445k | 7.5k | 59.03 |
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| Bk Nova Cad (BNS) | 0.1 | $444k | 6.4k | 69.31 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $443k | 3.9k | 113.11 |
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| Boeing Company (BA) | 0.1 | $438k | -3% | 2.2k | 199.03 |
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| SLB Com Stk (SLB) | 0.1 | $434k | NEW | 8.5k | 51.39 |
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| Nextera Energy (NEE) | 0.1 | $420k | 4.5k | 92.88 |
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| Argan (AGX) | 0.1 | $419k | -2% | 770.00 | 544.65 |
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| Emerson Electric (EMR) | 0.1 | $419k | 3.2k | 131.02 |
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| American Express Company (AXP) | 0.1 | $417k | 1.4k | 302.48 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $404k | 1.6k | 248.00 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $404k | 1.3k | 304.08 |
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| WSFS Financial Corporation (WSFS) | 0.1 | $400k | 6.1k | 65.46 |
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| Cibc Cad (CM) | 0.1 | $398k | 4.2k | 94.75 |
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| Republic Services (RSG) | 0.1 | $394k | 1.8k | 219.02 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $392k | +49% | 3.0k | 130.94 |
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| Ge Aerospace Com New (GE) | 0.1 | $391k | 1.4k | 283.77 |
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| Us Bancorp Com New (USB) | 0.1 | $390k | +87% | 7.5k | 52.01 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $379k | -50% | 1.6k | 244.18 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $371k | 19k | 19.30 |
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| Stride (LRN) | 0.1 | $368k | -88% | 4.2k | 88.17 |
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| Advanced Micro Devices (AMD) | 0.1 | $365k | NEW | 1.8k | 203.43 |
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| Newmont Mining Corporation (NEM) | 0.1 | $358k | -2% | 3.3k | 108.25 |
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| Qorvo (QRVO) | 0.1 | $354k | 4.6k | 77.40 |
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| General Motors Company (GM) | 0.1 | $350k | 4.7k | 74.50 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $346k | -2% | 12k | 27.85 |
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| MKS Instruments (MKSI) | 0.1 | $345k | 1.5k | 229.81 |
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| Boston Scientific Corporation (BSX) | 0.1 | $342k | 5.4k | 62.75 |
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| ConocoPhillips (COP) | 0.1 | $340k | 2.6k | 132.00 |
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| Global X Fds Artificial Etf (AIQ) | 0.1 | $336k | -4% | 7.2k | 46.67 |
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| Viking Holdings Ord Shs (VIK) | 0.1 | $331k | 4.5k | 73.48 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $330k | NEW | 1.7k | 196.20 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $327k | -6% | 1.7k | 196.86 |
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| Cisco Systems (CSCO) | 0.1 | $323k | 4.2k | 77.59 |
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| Corteva (CTVA) | 0.1 | $322k | 3.8k | 83.71 |
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| Northern Trust Corporation (NTRS) | 0.1 | $318k | 2.3k | 139.57 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $316k | NEW | 2.4k | 130.95 |
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| McKesson Corporation (MCK) | 0.1 | $314k | 363.00 | 865.36 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $314k | 1.0k | 313.81 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $313k | -4% | 5.1k | 61.32 |
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| Ufp Industries (UFPI) | 0.1 | $311k | 3.4k | 92.12 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $303k | 3.3k | 93.31 |
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| Capital One Financial (COF) | 0.1 | $297k | -8% | 1.6k | 182.43 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $291k | -50% | 1.5k | 194.14 |
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| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.1 | $289k | 900.00 | 321.40 |
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| Ubs Group SHS (UBS) | 0.1 | $285k | 7.3k | 39.07 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.1 | $281k | 5.6k | 49.97 |
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| West Pharmaceutical Services (WST) | 0.1 | $281k | 1.1k | 250.64 |
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| Tyson Foods Cl A (TSN) | 0.1 | $276k | NEW | 4.3k | 64.07 |
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| Arm Holdings Sponsored Ads (ARM) | 0.1 | $272k | NEW | 1.8k | 151.28 |
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| Coca-Cola Company (KO) | 0.1 | $272k | NEW | 3.6k | 76.05 |
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| Wintrust Financial Corporation (WTFC) | 0.1 | $272k | 2.0k | 138.94 |
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| Canadian Natural Resources (CNQ) | 0.0 | $268k | NEW | 5.5k | 48.73 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $267k | 550.00 | 484.91 |
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| Catalyst Pharmaceutical Partners (CPRX) | 0.0 | $263k | 11k | 24.76 |
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| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.0 | $257k | NEW | 12k | 20.75 |
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| Bristol Myers Squibb (BMY) | 0.0 | $254k | 4.2k | 60.65 |
|
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| Occidental Petroleum Corporation (OXY) | 0.0 | $254k | NEW | 3.9k | 65.00 |
|
| Shell Spon Ads (SHEL) | 0.0 | $251k | NEW | 2.7k | 93.00 |
|
| BP Sponsored Adr (BP) | 0.0 | $249k | NEW | 5.3k | 47.00 |
|
| Regions Financial Corporation (RF) | 0.0 | $248k | 9.5k | 26.12 |
|
|
| Diamondback Energy (FANG) | 0.0 | $247k | NEW | 1.3k | 197.79 |
|
| Southern Company (SO) | 0.0 | $241k | NEW | 2.5k | 96.52 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $239k | 1.1k | 211.15 |
|
|
| Evergy (EVRG) | 0.0 | $229k | 2.8k | 81.92 |
|
|
| Albemarle Corporation (ALB) | 0.0 | $226k | NEW | 1.3k | 179.53 |
|
| Halliburton Company (HAL) | 0.0 | $222k | NEW | 5.7k | 38.99 |
|
| Exelon Corporation (EXC) | 0.0 | $221k | -14% | 4.5k | 49.02 |
|
| Stryker Corporation (SYK) | 0.0 | $219k | 665.00 | 328.59 |
|
|
| Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM) | 0.0 | $217k | NEW | 3.3k | 65.12 |
|
| Construction Partners Com Cl A (ROAD) | 0.0 | $217k | 1.9k | 111.12 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $213k | NEW | 352.00 | 604.39 |
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $212k | NEW | 1.0k | 211.90 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $212k | NEW | 1.7k | 126.35 |
|
| Starbucks Corporation (SBUX) | 0.0 | $212k | NEW | 2.4k | 89.59 |
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $211k | NEW | 19k | 11.27 |
|
| W.W. Grainger (GWW) | 0.0 | $208k | NEW | 191.00 | 1090.81 |
|
| Hologic | 0.0 | $204k | NEW | 2.7k | 75.59 |
|
| Pfizer (PFE) | 0.0 | $202k | NEW | 7.2k | 28.08 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.0 | $202k | +3% | 3.5k | 58.18 |
|
| Zions Bancorporation (ZION) | 0.0 | $202k | 3.5k | 57.62 |
|
Past Filings by Westover Capital Advisors
SEC 13F filings are viewable for Westover Capital Advisors going back to 2010
- Westover Capital Advisors 2026 Q1 filed May 5, 2026
- Westover Capital Advisors 2025 Q4 filed Feb. 9, 2026
- Westover Capital Advisors 2025 Q3 filed Nov. 6, 2025
- Westover Capital Advisors 2025 Q2 filed Aug. 11, 2025
- Westover Capital Advisors 2025 Q1 filed May 6, 2025
- Westover Capital Advisors 2024 Q4 filed Feb. 6, 2025
- 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