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, MSFT, AMZN, and represent 23.19% of Westover Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: VGSH (+$12M), VCIT (+$10M), XOM (+$6.1M), VCSH (+$5.5M), VTEB, CAT, JCI, LLY, VOO, GOOGL.
- Started 26 new stock positions in IBIT, OKE, VCIT, VGSH, VOO, VCSH, CRWV, ORCL, IBM, XOM.
- Reduced shares in these 10 stocks: SCHO (-$11M), USIG (-$10M), , , GDX, MUB, ESE, COR, EME, TEX.
- Sold out of its positions in ABCB, COF, CPRX, ROAD, ERIC, ESE, EXC, Exxon Mobil Corporation, GNRC, NEE. NVS, Oneok, SPSB, SLB, XLU, SO, SYK, TEX, TSN, SMH, AZN, TT.
- Westover Capital Advisors was a net buyer of stock by $16M.
- Westover Capital Advisors has $616M in assets under management (AUM), dropping by 2.28%.
- Central Index Key (CIK): 0001483467
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Portfolio Holdings for Westover Capital Advisors
Westover Capital Advisors holds 244 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.2 | $38M | 115k | 333.02 |
|
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| NVIDIA Corporation (NVDA) | 5.6 | $34M | +2% | 150k | 228.38 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.9 | $30M | +4% | 88k | 344.08 |
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| Microsoft Corporation (MSFT) | 3.3 | $20M | -2% | 39k | 512.90 |
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| Amazon (AMZN) | 3.2 | $20M | +5% | 79k | 249.15 |
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| Broadcom (AVGO) | 2.9 | $18M | 50k | 351.19 |
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| Spdr Gold Tr Gold Shs (GLD) | 2.7 | $17M | 44k | 380.84 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 2.6 | $16M | +3% | 294k | 53.75 |
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| Palo Alto Networks (PANW) | 2.5 | $16M | -3% | 40k | 397.31 |
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| JPMorgan Chase & Co. (JPM) | 2.3 | $14M | +5% | 43k | 330.83 |
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| Celestica (CLS) | 1.9 | $12M | -2% | 33k | 361.43 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.9 | $12M | +8% | 26k | 456.19 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.9 | $12M | NEW | 202k | 57.56 |
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| Goldman Sachs (GS) | 1.8 | $11M | 12k | 900.36 |
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| Ishares Tr Mbs Etf (MBB) | 1.8 | $11M | 121k | 89.62 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.7 | $11M | +8% | 208k | 50.47 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.7 | $10M | 413k | 25.13 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.6 | $10M | NEW | 130k | 78.31 |
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| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 1.6 | $9.9M | +7% | 416k | 23.71 |
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| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 1.2 | $7.5M | +8% | 178k | 41.87 |
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| Meta Platforms Cl A (META) | 1.1 | $7.0M | +7% | 9.6k | 725.18 |
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| Costco Wholesale Corporation (COST) | 1.1 | $6.6M | 7.3k | 910.34 |
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| Caterpillar (CAT) | 1.0 | $6.4M | +70% | 8.0k | 810.79 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 1.0 | $6.1M | NEW | 38k | 162.75 |
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| Netflix (NFLX) | 1.0 | $6.1M | -4% | 87k | 69.58 |
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| Eli Lilly & Co. (LLY) | 1.0 | $6.0M | +38% | 5.1k | 1157.08 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.9 | $5.5M | NEW | 71k | 77.25 |
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| Vistra Energy (VST) | 0.9 | $5.4M | 39k | 138.35 |
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| Exelixis (EXEL) | 0.9 | $5.3M | 91k | 58.41 |
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| Welltower Inc Com reit (WELL) | 0.8 | $5.2M | -4% | 23k | 230.24 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.8 | $5.2M | +2% | 2.9k | 1811.67 |
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| Kla Corp Com New (KLAC) | 0.8 | $5.1M | -5% | 26k | 194.93 |
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| General Dynamics Corporation (GD) | 0.8 | $5.1M | +5% | 15k | 331.83 |
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| Wal-Mart Stores (WMT) | 0.8 | $5.0M | -3% | 49k | 103.92 |
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| Ishares Gold Tr Ishares New (IAU) | 0.8 | $4.9M | 63k | 78.10 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.7 | $4.5M | NEW | 96k | 47.36 |
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| Deere & Company (DE) | 0.6 | $4.0M | 5.9k | 671.55 |
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| Emcor (EME) | 0.6 | $3.9M | -21% | 5.2k | 754.49 |
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| Frontdoor (FTDR) | 0.6 | $3.8M | +28% | 53k | 73.12 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $3.8M | 5.6k | 675.08 |
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| Ensign (ENSG) | 0.6 | $3.7M | 22k | 172.00 |
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| Hess Midstream Cl A Shs (HESM) | 0.6 | $3.6M | 96k | 37.37 |
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| Applied Materials (AMAT) | 0.6 | $3.5M | +2% | 6.8k | 511.38 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $3.2M | 9.3k | 340.74 |
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| Lam Research Corp Com New (LRCX) | 0.5 | $3.1M | +13% | 9.4k | 328.51 |
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| Charles Schwab Corporation (SCHW) | 0.5 | $3.0M | +21% | 31k | 97.74 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.5 | $3.0M | -3% | 33k | 89.76 |
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| Us Foods Hldg Corp call (USFD) | 0.5 | $2.9M | +8% | 32k | 92.21 |
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| AmerisourceBergen (COR) | 0.5 | $2.9M | -29% | 9.6k | 300.25 |
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| Quanta Services (PWR) | 0.5 | $2.9M | 4.5k | 642.51 |
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| International Bancshares Corporation (IBOC) | 0.5 | $2.8M | 41k | 68.50 |
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| Cardinal Health (CAH) | 0.4 | $2.7M | +53% | 12k | 222.50 |
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| Servicenow (NOW) | 0.4 | $2.6M | 20k | 134.01 |
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| Casey's General Stores (CASY) | 0.4 | $2.5M | +8% | 4.1k | 608.46 |
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| Chevron Corporation (CVX) | 0.4 | $2.4M | 12k | 204.21 |
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| Gilead Sciences (GILD) | 0.4 | $2.3M | -2% | 16k | 149.05 |
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| Johnson Controls Internation SHS (JCI) | 0.4 | $2.3M | +349% | 16k | 148.65 |
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| Abbvie (ABBV) | 0.4 | $2.3M | +2% | 8.8k | 261.59 |
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| Corning Incorporated (GLW) | 0.4 | $2.2M | 14k | 153.76 |
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| Hartford Financial Services (HIG) | 0.4 | $2.2M | 18k | 122.36 |
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| EOG Resources (EOG) | 0.3 | $2.1M | +2% | 16k | 137.76 |
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| Monolithic Power Systems (MPWR) | 0.3 | $2.1M | 1.5k | 1347.22 |
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| Eaton Corp SHS (ETN) | 0.3 | $2.0M | +49% | 4.7k | 429.71 |
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| Vertiv Holdings Com Cl A (VRT) | 0.3 | $2.0M | -7% | 8.4k | 241.31 |
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| Metropcs Communications (TMUS) | 0.3 | $2.0M | +10% | 12k | 163.08 |
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| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.3 | $2.0M | +13% | 7.0k | 284.48 |
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| Medpace Hldgs (MEDP) | 0.3 | $2.0M | 3.2k | 624.18 |
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| Nasdaq Omx (NDAQ) | 0.3 | $1.9M | 20k | 92.01 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.3 | $1.9M | +11% | 22k | 83.56 |
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| Merck & Co (MRK) | 0.3 | $1.9M | +8% | 13k | 145.31 |
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| FedEx Corporation (FDX) | 0.3 | $1.8M | 6.4k | 285.09 |
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| First Solar (FSLR) | 0.3 | $1.8M | 10k | 175.16 |
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| EastGroup Properties (EGP) | 0.3 | $1.7M | +17% | 8.9k | 197.45 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $1.7M | -72% | 20k | 87.80 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.7M | +3% | 6.2k | 264.74 |
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| Advanced Micro Devices (AMD) | 0.3 | $1.6M | 2.7k | 611.76 |
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| Morgan Stanley Com New (MS) | 0.3 | $1.6M | 8.7k | 188.08 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.6M | +4% | 8.8k | 185.65 |
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| Mueller Industries (MLI) | 0.2 | $1.5M | +75% | 25k | 60.61 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $1.4M | +6% | 7.6k | 187.05 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.2 | $1.4M | 25k | 56.32 |
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| Cummins (CMI) | 0.2 | $1.4M | +16% | 2.7k | 516.57 |
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| Monarch Casino & Resort (MCRI) | 0.2 | $1.4M | +60% | 12k | 115.00 |
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| Bank of America Corporation (BAC) | 0.2 | $1.4M | +17% | 25k | 54.43 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.3M | NEW | 1.8k | 700.75 |
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| Rbc Cad (RY) | 0.2 | $1.3M | +3% | 6.4k | 196.59 |
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| Ge Vernova (GEV) | 0.2 | $1.2M | +8% | 1.3k | 950.49 |
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| Comfort Systems USA (FIX) | 0.2 | $1.2M | +8% | 719.00 | 1654.09 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $1.2M | +257% | 4.4k | 264.75 |
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| Krystal Biotech (KRYS) | 0.2 | $1.1M | NEW | 3.3k | 332.56 |
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| Steel Dynamics (STLD) | 0.2 | $1.1M | -2% | 5.0k | 221.61 |
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| Applovin Corp Com Cl A (APP) | 0.2 | $1.1M | -4% | 3.8k | 290.43 |
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| Home Depot (HD) | 0.2 | $1.1M | +11% | 3.8k | 284.51 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $1.1M | 4.0k | 264.90 |
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| eBay (EBAY) | 0.2 | $1.0M | 9.9k | 106.05 |
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| Cheniere Energy Com New (LNG) | 0.2 | $1.0M | 3.8k | 269.03 |
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| Rio Tinto Sponsored Adr (RIO) | 0.2 | $1.0M | +4% | 11k | 94.17 |
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| Amgen (AMGN) | 0.2 | $1.0M | 2.4k | 421.51 |
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| Arista Networks Com Shs (ANET) | 0.2 | $982k | NEW | 4.8k | 203.59 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $971k | +4% | 9.8k | 99.31 |
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| Marriott Intl Cl A (MAR) | 0.2 | $965k | 2.7k | 355.67 |
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| Entergy Corporation (ETR) | 0.2 | $943k | +58% | 9.5k | 99.26 |
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| Waste Management (WM) | 0.2 | $935k | +2% | 4.6k | 203.92 |
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| Axogen (AXGN) | 0.2 | $929k | 22k | 41.92 |
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| Icon Pub SHS (ICLR) | 0.1 | $914k | 5.4k | 169.99 |
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| Williams Companies (WMB) | 0.1 | $900k | 13k | 67.97 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $896k | NEW | 5.9k | 150.86 |
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| Jacobs Engineering Group (J) | 0.1 | $893k | 6.6k | 135.26 |
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| Deckers Outdoor Corporation (DECK) | 0.1 | $887k | 11k | 78.14 |
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| State Street Corporation (STT) | 0.1 | $863k | 4.9k | 174.59 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $856k | +2% | 8.2k | 104.54 |
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| First Bancorp Corporation Com New (FBP) | 0.1 | $846k | -2% | 32k | 26.34 |
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| Citigroup Com New (C) | 0.1 | $841k | +13% | 6.5k | 129.48 |
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| Visa Com Cl A (V) | 0.1 | $836k | +14% | 2.3k | 359.33 |
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| Wells Fargo & Company (WFC) | 0.1 | $820k | 10k | 80.05 |
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| Bk Nova Cad (BNS) | 0.1 | $763k | +31% | 8.4k | 90.84 |
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| Texas Pacific Land Corp (TPL) | 0.1 | $748k | 2.3k | 325.83 |
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| Brightspring Health Svcs (BTSG) | 0.1 | $746k | -27% | 13k | 56.75 |
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| Abbott Laboratories (ABT) | 0.1 | $741k | 7.5k | 98.83 |
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| PNC Financial Services (PNC) | 0.1 | $741k | +18% | 3.3k | 222.26 |
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| Kkr & Co (KKR) | 0.1 | $736k | 8.1k | 91.30 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $736k | -93% | 31k | 23.86 |
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| McDonald's Corporation (MCD) | 0.1 | $734k | 3.2k | 230.94 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $719k | +110% | 6.3k | 114.01 |
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| UnitedHealth (UNH) | 0.1 | $701k | 1.9k | 367.08 |
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| Intel Corporation (INTC) | 0.1 | $690k | +77% | 5.7k | 120.23 |
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| Oneok (OKE) | 0.1 | $688k | NEW | 8.1k | 85.27 |
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| Apollo Global Mgmt (APO) | 0.1 | $683k | -7% | 5.9k | 116.06 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $679k | +7% | 9.7k | 70.00 |
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| Toll Brothers (TOL) | 0.1 | $660k | 4.9k | 134.75 |
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| Truist Financial Corp equities (TFC) | 0.1 | $640k | 14k | 46.30 |
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| AFLAC Incorporated (AFL) | 0.1 | $615k | 5.5k | 111.78 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $613k | 1.6k | 395.42 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $604k | 5.1k | 117.53 |
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| Simon Property (SPG) | 0.1 | $602k | 3.0k | 200.76 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $602k | 5.4k | 112.09 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $588k | +3% | 5.9k | 99.70 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.1 | $576k | +8% | 6.8k | 84.84 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $564k | 13k | 44.37 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $558k | 3.9k | 142.26 |
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| Cisco Systems (CSCO) | 0.1 | $555k | +24% | 5.2k | 107.63 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $546k | 23k | 23.72 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.1 | $545k | 1.5k | 374.24 |
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| M&T Bank Corporation (MTB) | 0.1 | $540k | +5% | 2.5k | 217.60 |
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| Arm Holdings Sponsored Ads (ARM) | 0.1 | $521k | 1.8k | 289.66 |
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| Synopsys (SNPS) | 0.1 | $521k | -3% | 1.2k | 434.94 |
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| Enterprise Products Partners (EPD) | 0.1 | $521k | 15k | 35.61 |
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| Qorvo | 0.1 | $520k | 4.5k | 114.48 |
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| Ge Aerospace Com New (GE) | 0.1 | $516k | +19% | 1.7k | 312.29 |
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| Rush Street Interactive (RSI) | 0.1 | $511k | 25k | 20.33 |
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| Five Below (FIVE) | 0.1 | $509k | -17% | 2.3k | 219.57 |
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| Emerson Electric (EMR) | 0.1 | $496k | 3.2k | 155.10 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $493k | 7.0k | 70.61 |
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| Tesla Motors (TSLA) | 0.1 | $489k | 1.4k | 354.81 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $486k | +10% | 881.00 | 551.47 |
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| Phillips 66 (PSX) | 0.1 | $484k | 1.9k | 255.31 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $468k | -2% | 940.00 | 497.95 |
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| Delta Air Lines Com New (DAL) | 0.1 | $467k | NEW | 5.6k | 83.46 |
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| Cibc Cad (CM) | 0.1 | $463k | 4.2k | 110.18 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $462k | 484.00 | 955.42 |
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| WSFS Financial Corporation (WSFS) | 0.1 | $462k | 6.1k | 75.57 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $453k | 1.6k | 277.89 |
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| Twilio Cl A (TWLO) | 0.1 | $449k | NEW | 1.5k | 292.46 |
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| Tractor Supply Company (TSCO) | 0.1 | $437k | -25% | 14k | 31.29 |
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| Rivian Automotive Com Cl A (RIVN) | 0.1 | $433k | NEW | 29k | 14.94 |
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| Us Bancorp Com New (USB) | 0.1 | $433k | 7.5k | 57.76 |
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| Encompass Health Corp (EHC) | 0.1 | $430k | NEW | 3.5k | 121.49 |
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| Arch Cap Group Ord (ACGL) | 0.1 | $428k | -2% | 4.6k | 92.36 |
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| Tapestry (TPR) | 0.1 | $426k | NEW | 3.7k | 115.04 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $421k | 1.3k | 318.12 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $420k | 1.5k | 280.09 |
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| American Express Company (AXP) | 0.1 | $420k | 1.4k | 304.10 |
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| Ubs Group SHS (UBS) | 0.1 | $419k | +19% | 8.7k | 48.13 |
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| Bristol Myers Squibb (BMY) | 0.1 | $417k | +59% | 6.7k | 62.40 |
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| West Pharmaceutical Services (WST) | 0.1 | $415k | 1.1k | 370.76 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $411k | 2.2k | 183.10 |
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| Booking Holdings (BKNG) | 0.1 | $410k | 2.5k | 162.91 |
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| Boeing Company (BA) | 0.1 | $409k | 2.2k | 186.05 |
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| Amphenol Corp Cl A (APH) | 0.1 | $404k | +98% | 4.8k | 84.30 |
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| Honeywell Aerospace (HONA) | 0.1 | $398k | +138% | 2.6k | 154.97 |
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| MKS Instruments (MKSI) | 0.1 | $398k | 1.5k | 265.36 |
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| Uber Technologies (UBER) | 0.1 | $392k | 5.7k | 68.51 |
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| Viking Holdings Ord Shs (VIK) | 0.1 | $392k | +11% | 5.0k | 78.33 |
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| Northern Trust Corporation (NTRS) | 0.1 | $385k | 2.3k | 169.36 |
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| Oracle Corporation (ORCL) | 0.1 | $384k | NEW | 2.8k | 137.30 |
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| Illumina (ILMN) | 0.1 | $383k | 1.4k | 273.68 |
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| Newmont Mining Corporation (NEM) | 0.1 | $382k | 3.3k | 115.34 |
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| Coca-Cola Company (KO) | 0.1 | $381k | +32% | 4.4k | 86.08 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $380k | 19k | 19.77 |
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| Republic Services (RSG) | 0.1 | $378k | 1.8k | 209.87 |
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| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.1 | $365k | 900.00 | 405.21 |
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| Dick's Sporting Goods (DKS) | 0.1 | $363k | 2.7k | 134.29 |
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| General Motors Company (GM) | 0.1 | $362k | 4.7k | 77.00 |
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| Fedex Fght Hldg Common Stock (FDXF) | 0.1 | $349k | 3.2k | 109.38 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $346k | -8% | 11k | 31.47 |
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| Shell Spon Ads (SHEL) | 0.1 | $337k | +31% | 3.5k | 95.05 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $336k | -31% | 4.6k | 72.64 |
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| ConocoPhillips (COP) | 0.1 | $323k | 2.6k | 125.15 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.1 | $317k | -5% | 1.5k | 216.08 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $315k | +23% | 4.6k | 69.26 |
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| Constellation Energy (CEG) | 0.1 | $311k | -55% | 1.2k | 254.02 |
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| International Business Machines (IBM) | 0.1 | $310k | NEW | 1.4k | 219.93 |
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| Regions Financial Corporation (RF) | 0.1 | $310k | 12k | 26.88 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $308k | -17% | 4.2k | 73.80 |
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| McKesson Corporation (MCK) | 0.0 | $306k | 358.00 | 853.81 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $303k | -15% | 850.00 | 356.90 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $302k | -97% | 6.2k | 48.71 |
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| Procter & Gamble Company (PG) | 0.0 | $289k | NEW | 2.0k | 145.28 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $274k | -93% | 2.7k | 101.10 |
|
| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.0 | $274k | 5.6k | 48.70 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $266k | NEW | 6.0k | 43.99 |
|
| Pepsi (PEP) | 0.0 | $266k | -73% | 2.1k | 126.72 |
|
| Ufp Industries (UFPI) | 0.0 | $261k | 3.4k | 77.22 |
|
|
| Canadian Natural Resources (CNQ) | 0.0 | $259k | 5.5k | 47.07 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $259k | 1.1k | 228.28 |
|
|
| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.0 | $259k | 12k | 20.87 |
|
|
| Corteva (CTVA) | 0.0 | $257k | 3.3k | 77.65 |
|
|
| Wintrust Financial Corporation (WTFC) | 0.0 | $256k | -6% | 1.8k | 141.82 |
|
| Starbucks Corporation (SBUX) | 0.0 | $248k | +11% | 2.6k | 93.96 |
|
| Lumentum Hldgs (LITE) | 0.0 | $243k | NEW | 250.00 | 971.26 |
|
| Pjt Partners Com Cl A (PJT) | 0.0 | $241k | -2% | 1.7k | 142.71 |
|
| W.W. Grainger (GWW) | 0.0 | $238k | 191.00 | 1245.76 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $232k | 520.00 | 445.97 |
|
|
| Diamondback Energy (FANG) | 0.0 | $230k | 1.3k | 183.81 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $227k | 956.00 | 237.53 |
|
|
| Argan (AGX) | 0.0 | $224k | -6% | 593.00 | 377.95 |
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $224k | 1.0k | 224.05 |
|
|
| Halozyme Therapeutics (HALO) | 0.0 | $224k | NEW | 2.0k | 110.40 |
|
| Danaher Corporation (DHR) | 0.0 | $222k | NEW | 1.0k | 221.55 |
|
| Evergy (EVRG) | 0.0 | $220k | 2.8k | 78.44 |
|
|
| Analog Devices (ADI) | 0.0 | $219k | 553.00 | 396.71 |
|
|
| Zions Bancorporation (ZION) | 0.0 | $219k | 3.5k | 62.65 |
|
|
| Honeywell International (HON) | 0.0 | $218k | -3% | 1.0k | 210.94 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $216k | 872.00 | 247.93 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.0 | $212k | -38% | 813.00 | 260.58 |
|
| Waste Connections (WCN) | 0.0 | $212k | 1.4k | 153.93 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $211k | NEW | 4.5k | 47.34 |
|
| Philip Morris International (PM) | 0.0 | $211k | -3% | 1.1k | 190.82 |
|
| Pfizer (PFE) | 0.0 | $209k | NEW | 7.3k | 28.52 |
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.0 | $206k | 100.00 | 2060.20 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $206k | 7.0k | 29.31 |
|
|
| Okta Cl A (OKTA) | 0.0 | $204k | NEW | 977.00 | 209.11 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM) | 0.0 | $204k | -10% | 2.9k | 69.75 |
|
| Coreweave Com Cl A (CRWV) | 0.0 | $200k | NEW | 2.3k | 87.12 |
|
Past Filings by Westover Capital Advisors
SEC 13F filings are viewable for Westover Capital Advisors going back to 2010
- Westover Capital Advisors 2026 Q3 filed Oct. 26, 2026
- Westover Capital Advisors 2026 Q2 filed Aug. 4, 2026
- 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