Westover Capital Advisors
Latest statistics and disclosures from Westover Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, NVDA, AVGO, AMZN, and represent 21.54% of Westover Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: KLAC (+$7.5M), FTDR, TMUS, ESE, MCRI, TSM, AMD, FIVE, FDXF, INTC.
- Started 22 new stock positions in ILMN, FDXF, PSX, IWD, MSI, ABCB, INTC, ADI, FIVE, GNRC. HONA, FCNCA, VTWG, SCHB, FTDR, MCRI, ESE, NVS, TT, PM, SMH, HON.
- Reduced shares in these 10 stocks: LOW, YUMC, SUPN, PJT, WCN, J, PANW, AZO, LWLG, CLS.
- Sold out of its positions in ALB, AZO, BP, BSX, AIQ, HAL, Hologic, Honeywell International, LWLG, LMT. LOW, OXY, PFE, LRN, SUPN, YUMC, SPOT.
- Westover Capital Advisors was a net buyer of stock by $6.7M.
- Westover Capital Advisors has $602M in assets under management (AUM), dropping by 10.77%.
- Central Index Key (CIK): 0001483467
Tip: Access up to 7 years of quarterly data
Positions held by Westover Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Westover Capital Advisors
Westover Capital Advisors holds 240 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.5 | $33M | 115k | 289.36 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.0 | $30M | 85k | 357.37 |
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| NVIDIA Corporation (NVDA) | 4.9 | $29M | 147k | 200.09 |
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| Broadcom (AVGO) | 3.1 | $19M | 50k | 377.75 |
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| Amazon (AMZN) | 3.0 | $18M | +2% | 76k | 238.34 |
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| Spdr Gold Tr Gold Shs (GLD) | 2.7 | $16M | -2% | 44k | 368.38 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 2.5 | $15M | 285k | 52.76 |
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| Microsoft Corporation (MSFT) | 2.5 | $15M | 40k | 373.02 |
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| Palo Alto Networks (PANW) | 2.3 | $14M | -5% | 41k | 341.02 |
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| JPMorgan Chase & Co. (JPM) | 2.2 | $13M | -3% | 41k | 327.33 |
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| Celestica (CLS) | 2.0 | $12M | -4% | 34k | 364.80 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 2.0 | $12M | 507k | 24.14 |
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| Goldman Sachs (GS) | 2.0 | $12M | 12k | 1011.37 |
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| Ishares Tr Mbs Etf (MBB) | 1.9 | $12M | +2% | 123k | 94.52 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.9 | $12M | +7% | 24k | 477.57 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 1.9 | $11M | 217k | 51.29 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.8 | $11M | +3% | 419k | 26.50 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.6 | $9.7M | +4% | 191k | 50.49 |
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| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 1.6 | $9.4M | 386k | 24.31 |
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| Kla Corp Com New (KLAC) | 1.4 | $8.4M | +866% | 28k | 301.71 |
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| Costco Wholesale Corporation (COST) | 1.1 | $6.9M | +2% | 7.3k | 935.47 |
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| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 1.1 | $6.5M | +3% | 165k | 39.68 |
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| Netflix (NFLX) | 1.1 | $6.5M | -2% | 91k | 71.40 |
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| Vistra Energy (VST) | 1.0 | $6.2M | -3% | 39k | 158.63 |
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| Spdr Series Trust St Shor Corp Etf (SPSB) | 1.0 | $6.1M | 202k | 30.01 |
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| Wal-Mart Stores (WMT) | 0.9 | $5.7M | 50k | 113.26 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.9 | $5.5M | +2% | 2.8k | 1989.44 |
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| Emcor (EME) | 0.9 | $5.5M | -3% | 6.6k | 829.88 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.9 | $5.5M | -4% | 72k | 75.45 |
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| Welltower Inc Com reit (WELL) | 0.9 | $5.3M | 23k | 226.97 |
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| General Dynamics Corporation (GD) | 0.9 | $5.1M | +9% | 15k | 354.24 |
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| Meta Platforms Cl A (META) | 0.8 | $5.0M | 9.0k | 563.29 |
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| Caterpillar (CAT) | 0.8 | $5.0M | 4.7k | 1064.90 |
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| Exelixis (EXEL) | 0.8 | $5.0M | +2% | 91k | 54.41 |
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| Applied Materials (AMAT) | 0.8 | $4.8M | 6.7k | 723.00 |
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| Ishares Gold Tr Ishares New (IAU) | 0.8 | $4.7M | 63k | 75.51 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $4.7M | 34k | 136.72 |
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| Ishares Tr National Mun Etf (MUB) | 0.8 | $4.6M | 43k | 107.62 |
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| Eli Lilly & Co. (LLY) | 0.7 | $4.5M | 3.7k | 1199.43 |
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| AmerisourceBergen (COR) | 0.6 | $3.8M | -4% | 14k | 282.98 |
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| Deere & Company (DE) | 0.6 | $3.7M | 5.8k | 634.33 |
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| Corning Incorporated (GLW) | 0.6 | $3.7M | 14k | 255.43 |
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| Hess Midstream Cl A Shs (HESM) | 0.6 | $3.6M | 97k | 37.60 |
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| Lam Research Corp Com New (LRCX) | 0.6 | $3.6M | +2% | 8.2k | 433.33 |
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| Ensign (ENSG) | 0.6 | $3.5M | -3% | 22k | 160.30 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $3.3M | +8% | 9.4k | 353.33 |
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| Quanta Services (PWR) | 0.5 | $3.2M | -4% | 4.5k | 720.04 |
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| Frontdoor (FTDR) | 0.5 | $3.2M | NEW | 41k | 77.59 |
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| International Bancshares Corporation (IBOC) | 0.5 | $3.2M | -2% | 42k | 75.95 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.5 | $3.0M | -6% | 35k | 87.88 |
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| Vertiv Holdings Com Cl A (VRT) | 0.5 | $3.0M | +4% | 9.1k | 334.82 |
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| Casey's General Stores (CASY) | 0.5 | $3.0M | 3.8k | 794.79 |
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| Us Foods Hldg Corp call (USFD) | 0.5 | $3.0M | +8% | 29k | 102.25 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $2.8M | 5.7k | 501.38 |
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| First Solar (FSLR) | 0.4 | $2.5M | -3% | 11k | 235.96 |
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| Hartford Financial Services (HIG) | 0.4 | $2.4M | +4% | 18k | 132.52 |
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| Charles Schwab Corporation (SCHW) | 0.4 | $2.4M | 26k | 92.27 |
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| Abbvie (ABBV) | 0.4 | $2.2M | 8.5k | 251.64 |
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| Monolithic Power Systems (MPWR) | 0.4 | $2.1M | 1.5k | 1382.36 |
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| Applovin Corp Com Cl A (APP) | 0.3 | $2.0M | +6% | 3.9k | 515.23 |
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| FedEx Corporation (FDX) | 0.3 | $2.0M | 6.4k | 313.13 |
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| Gilead Sciences (GILD) | 0.3 | $2.0M | -2% | 16k | 126.34 |
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| Servicenow (NOW) | 0.3 | $2.0M | 20k | 99.28 |
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| EOG Resources (EOG) | 0.3 | $2.0M | -4% | 15k | 129.73 |
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| Chevron Corporation (CVX) | 0.3 | $1.9M | 12k | 165.76 |
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| Metropcs Communications (TMUS) | 0.3 | $1.9M | +305% | 11k | 167.73 |
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| Cardinal Health (CAH) | 0.3 | $1.9M | +9% | 7.9k | 237.56 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.9M | 6.2k | 303.12 |
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| Morgan Stanley Com New (MS) | 0.3 | $1.8M | +8% | 8.7k | 209.04 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.3 | $1.8M | 20k | 89.14 |
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| Mueller Industries (MLI) | 0.3 | $1.7M | -2% | 14k | 122.93 |
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| Medpace Hldgs (MEDP) | 0.3 | $1.7M | 3.2k | 529.59 |
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| Cummins (CMI) | 0.3 | $1.7M | 2.3k | 713.21 |
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| Nasdaq Omx (NDAQ) | 0.3 | $1.6M | -5% | 20k | 78.82 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.6M | -3% | 8.4k | 189.73 |
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| Advanced Micro Devices (AMD) | 0.3 | $1.6M | +50% | 2.7k | 580.91 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.5M | 6.0k | 253.97 |
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| EastGroup Properties (EGP) | 0.3 | $1.5M | +4% | 7.5k | 202.53 |
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| Merck & Co (MRK) | 0.3 | $1.5M | 12k | 128.50 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.2 | $1.4M | +16% | 25k | 56.33 |
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| Ge Vernova (GEV) | 0.2 | $1.4M | 1.2k | 1174.86 |
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| Eaton Corp SHS (ETN) | 0.2 | $1.4M | 3.2k | 426.12 |
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| Comfort Systems USA (FIX) | 0.2 | $1.3M | +13% | 660.00 | 1981.95 |
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| Rbc Cad (RY) | 0.2 | $1.3M | 6.2k | 206.97 |
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| ESCO Technologies (ESE) | 0.2 | $1.3M | NEW | 3.6k | 350.04 |
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| Brightspring Health Svcs (BTSG) | 0.2 | $1.3M | 18k | 69.74 |
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| Bank of America Corporation (BAC) | 0.2 | $1.2M | +7% | 21k | 56.98 |
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| Home Depot (HD) | 0.2 | $1.2M | -4% | 3.4k | 352.68 |
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| Steel Dynamics (STLD) | 0.2 | $1.2M | 5.1k | 229.46 |
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| Deckers Outdoor Corporation (DECK) | 0.2 | $1.1M | 11k | 99.29 |
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| eBay (EBAY) | 0.2 | $1.1M | 9.9k | 111.75 |
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| Pepsi (PEP) | 0.2 | $1.1M | 8.0k | 135.40 |
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| Axogen (AXGN) | 0.2 | $1.0M | 22k | 46.19 |
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| Marriott Intl Cl A (MAR) | 0.2 | $1.0M | -2% | 2.7k | 370.59 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $1.0M | 4.0k | 252.23 |
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| Texas Pacific Land Corp (TPL) | 0.2 | $1.0M | 2.3k | 437.64 |
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| Waste Management (WM) | 0.2 | $993k | -12% | 4.5k | 222.88 |
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| Monarch Casino & Resort (MCRI) | 0.2 | $988k | NEW | 7.5k | 131.61 |
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| Williams Companies (WMB) | 0.2 | $984k | 13k | 74.34 |
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| Rio Tinto Sponsored Adr (RIO) | 0.2 | $978k | 10k | 94.93 |
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| Icon Pub SHS (ICLR) | 0.2 | $935k | -18% | 5.4k | 173.69 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $929k | -12% | 1.2k | 763.14 |
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| Cheniere Energy Com New (LNG) | 0.2 | $909k | 3.8k | 239.01 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $886k | 9.3k | 95.09 |
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| Terex Corporation (TEX) | 0.1 | $886k | -8% | 12k | 72.39 |
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| McDonald's Corporation (MCD) | 0.1 | $868k | 3.2k | 270.31 |
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| Amgen (AMGN) | 0.1 | $860k | 2.4k | 362.12 |
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| First Bancorp Corporation Com New (FBP) | 0.1 | $858k | -5% | 33k | 26.07 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $847k | +3% | 8.0k | 106.47 |
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| Jacobs Engineering Group (J) | 0.1 | $847k | -51% | 6.7k | 125.99 |
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| State Street Corporation (STT) | 0.1 | $847k | 5.0k | 169.60 |
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| Wells Fargo & Company (WFC) | 0.1 | $847k | 10k | 82.64 |
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| Astrazeneca Ord (AZN) | 0.1 | $845k | 4.5k | 189.62 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $840k | 7.2k | 116.67 |
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| Toll Brothers (TOL) | 0.1 | $807k | 4.9k | 164.75 |
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| UnitedHealth (UNH) | 0.1 | $807k | 1.9k | 415.63 |
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| Citigroup Com New (C) | 0.1 | $804k | +39% | 5.7k | 139.96 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.1 | $794k | +32% | 18k | 45.34 |
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| Apollo Global Mgmt (APO) | 0.1 | $749k | -2% | 6.3k | 118.31 |
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| Rush Street Interactive (RSI) | 0.1 | $749k | 25k | 29.74 |
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| Kkr & Co (KKR) | 0.1 | $740k | -27% | 8.1k | 91.78 |
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| Oneok (OKE) | 0.1 | $702k | 8.1k | 86.94 |
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| Visa Com Cl A (V) | 0.1 | $695k | -12% | 2.0k | 343.09 |
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| PNC Financial Services (PNC) | 0.1 | $692k | 2.8k | 246.22 |
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| Entergy Corporation (ETR) | 0.1 | $689k | 6.0k | 114.86 |
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| Constellation Energy (CEG) | 0.1 | $689k | 2.8k | 248.37 |
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| Truist Financial Corp equities (TFC) | 0.1 | $688k | 14k | 49.82 |
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| Abbott Laboratories (ABT) | 0.1 | $681k | 7.5k | 90.74 |
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| Simon Property (SPG) | 0.1 | $671k | 3.0k | 223.65 |
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| MKS Instruments (MKSI) | 0.1 | $667k | 1.5k | 444.80 |
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| AFLAC Incorporated (AFL) | 0.1 | $645k | 5.5k | 117.25 |
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| Arm Holdings Sponsored Ads (ARM) | 0.1 | $638k | 1.8k | 354.57 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $632k | -22% | 5.4k | 117.67 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $624k | +58% | 5.1k | 121.43 |
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| Dick's Sporting Goods (DKS) | 0.1 | $612k | 2.7k | 226.81 |
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| Tractor Supply Company (TSCO) | 0.1 | $588k | -13% | 19k | 31.61 |
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| Tesla Motors (TSLA) | 0.1 | $588k | -9% | 1.4k | 420.60 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $582k | 5.7k | 102.16 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $566k | 9.0k | 62.89 |
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| M&T Bank Corporation (MTB) | 0.1 | $561k | 2.4k | 238.01 |
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| Synopsys (SNPS) | 0.1 | $556k | 1.2k | 446.07 |
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| Bk Nova Cad (BNS) | 0.1 | $556k | 6.4k | 86.84 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $556k | 13k | 43.76 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $539k | 3.9k | 137.53 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $539k | -3% | 1.5k | 370.04 |
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| Enterprise Products Partners (EPD) | 0.1 | $537k | 15k | 36.76 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.1 | $520k | 6.2k | 83.31 |
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| Ge Aerospace Com New (GE) | 0.1 | $515k | 1.4k | 373.73 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $512k | 23k | 22.26 |
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| Argan (AGX) | 0.1 | $505k | -17% | 632.00 | 798.55 |
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| Five Below (FIVE) | 0.1 | $504k | NEW | 2.8k | 179.79 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $503k | +42% | 3.4k | 146.11 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $497k | 7.0k | 71.25 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $489k | 1.6k | 300.45 |
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| Cisco Systems (CSCO) | 0.1 | $487k | 4.1k | 117.46 |
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| Fedex Fght Hldg Common Stock (FDXF) | 0.1 | $485k | NEW | 3.2k | 151.00 |
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| Cibc Cad (CM) | 0.1 | $483k | 4.2k | 115.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $480k | -6% | 960.00 | 500.39 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $477k | -2% | 488.00 | 978.12 |
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| Boeing Company (BA) | 0.1 | $476k | 2.2k | 216.47 |
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| Viking Holdings Ord Shs (VIK) | 0.1 | $471k | 4.5k | 104.67 |
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| WSFS Financial Corporation (WSFS) | 0.1 | $469k | 6.1k | 76.73 |
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| American Express Company (AXP) | 0.1 | $467k | 1.4k | 338.25 |
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| Arch Cap Group Ord (ACGL) | 0.1 | $461k | 4.7k | 97.06 |
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| Emerson Electric (EMR) | 0.1 | $458k | 3.2k | 143.15 |
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| Us Bancorp Com New (USB) | 0.1 | $453k | 7.5k | 60.40 |
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| Intel Corporation (INTC) | 0.1 | $452k | NEW | 3.2k | 139.63 |
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| Booking Holdings (BKNG) | 0.1 | $450k | +2174% | 2.5k | 178.24 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $447k | 1.5k | 298.07 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $438k | 1.3k | 330.46 |
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| Amphenol Corp Cl A (APH) | 0.1 | $426k | +44% | 2.4k | 176.32 |
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| Qorvo (QRVO) | 0.1 | $424k | 4.5k | 93.27 |
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| Uber Technologies (UBER) | 0.1 | $413k | -30% | 5.7k | 72.16 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $408k | -20% | 794.00 | 513.60 |
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| West Pharmaceutical Services (WST) | 0.1 | $402k | 1.1k | 359.00 |
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| Nextera Energy (NEE) | 0.1 | $397k | 4.5k | 87.77 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $396k | 1.6k | 255.67 |
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| Catalyst Pharmaceutical Partners (CPRX) | 0.1 | $396k | +18% | 13k | 31.43 |
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| Northern Trust Corporation (NTRS) | 0.1 | $396k | 2.3k | 173.84 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $394k | 1.0k | 393.96 |
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| SLB Com Stk (SLB) | 0.1 | $393k | 8.5k | 46.49 |
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| Republic Services (RSG) | 0.1 | $384k | 1.8k | 213.08 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $379k | 3.0k | 126.58 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $378k | 2.2k | 168.42 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.1 | $378k | NEW | 1.3k | 287.68 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $372k | -3% | 12k | 31.10 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $367k | 19k | 19.12 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $365k | 5.1k | 72.28 |
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| General Motors Company (GM) | 0.1 | $362k | 4.7k | 77.08 |
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| Ubs Group SHS (UBS) | 0.1 | $362k | 7.3k | 49.56 |
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| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.1 | $362k | 900.00 | 401.84 |
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| Regions Financial Corporation (RF) | 0.1 | $348k | +21% | 12k | 30.20 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $344k | -10% | 6.7k | 51.05 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $338k | -7% | 1.6k | 217.93 |
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| Capital One Financial (COF) | 0.1 | $327k | 1.6k | 200.62 |
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| Phillips 66 (PSX) | 0.1 | $323k | NEW | 1.9k | 169.05 |
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| Wintrust Financial Corporation (WTFC) | 0.1 | $311k | 1.9k | 160.72 |
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| Newmont Mining Corporation (NEM) | 0.1 | $309k | 3.3k | 93.40 |
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| Ufp Industries (UFPI) | 0.1 | $307k | 3.4k | 90.74 |
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| J.B. Hunt Transport Services (JBHT) | 0.0 | $289k | 1.0k | 289.43 |
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| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.0 | $286k | 5.6k | 50.83 |
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| Corteva (CTVA) | 0.0 | $283k | -13% | 3.3k | 84.69 |
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| McKesson Corporation (MCK) | 0.0 | $274k | 363.00 | 755.60 |
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| Coca-Cola Company (KO) | 0.0 | $271k | -6% | 3.3k | 81.27 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $269k | NEW | 410.00 | 655.89 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $269k | -42% | 956.00 | 281.03 |
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| ConocoPhillips (COP) | 0.0 | $268k | 2.6k | 103.96 |
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| Pjt Partners Com Cl A (PJT) | 0.0 | $262k | -80% | 1.7k | 150.94 |
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| W.W. Grainger (GWW) | 0.0 | $260k | 191.00 | 1360.40 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $258k | 1.1k | 227.06 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.0 | $252k | +6% | 3.7k | 68.01 |
|
| Generac Holdings (GNRC) | 0.0 | $249k | NEW | 850.00 | 292.81 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $247k | 4.3k | 57.25 |
|
|
| Illumina (ILMN) | 0.0 | $246k | NEW | 1.4k | 175.83 |
|
| Zions Bancorporation (ZION) | 0.0 | $242k | 3.5k | 69.19 |
|
|
| Evergy (EVRG) | 0.0 | $242k | 2.8k | 86.43 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $242k | 2.4k | 102.19 |
|
|
| Honeywell International (HON) | 0.0 | $241k | NEW | 1.1k | 223.80 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $241k | 4.2k | 57.62 |
|
|
| Southern Company (SO) | 0.0 | $239k | 2.5k | 95.71 |
|
|
| Honeywell Aerospace (HONA) | 0.0 | $238k | NEW | 1.1k | 221.08 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM) | 0.0 | $232k | 3.3k | 70.92 |
|
|
| Waste Connections (WCN) | 0.0 | $229k | -79% | 1.4k | 166.69 |
|
| Construction Partners Com Cl A (ROAD) | 0.0 | $226k | -2% | 1.9k | 118.77 |
|
| Ameris Ban (ABCB) | 0.0 | $220k | NEW | 2.4k | 90.26 |
|
| Diamondback Energy (FANG) | 0.0 | $220k | 1.3k | 175.78 |
|
|
| Analog Devices (ADI) | 0.0 | $220k | NEW | 553.00 | 397.17 |
|
| Canadian Natural Resources (CNQ) | 0.0 | $217k | 5.5k | 39.50 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $216k | NEW | 520.00 | 415.29 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $211k | NEW | 872.00 | 242.43 |
|
| Trane Technologies SHS (TT) | 0.0 | $210k | NEW | 427.00 | 491.16 |
|
| Exelon Corporation (EXC) | 0.0 | $210k | 4.5k | 46.62 |
|
|
| Stryker Corporation (SYK) | 0.0 | $209k | 665.00 | 314.84 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $209k | 2.7k | 77.54 |
|
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $209k | 19k | 11.15 |
|
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.0 | $208k | NEW | 100.00 | 2080.79 |
|
| Philip Morris International (PM) | 0.0 | $206k | NEW | 1.1k | 180.91 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $204k | NEW | 1.3k | 156.72 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $203k | NEW | 7.0k | 28.96 |
|
| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.0 | $200k | 12k | 16.16 |
|
Past Filings by Westover Capital Advisors
SEC 13F filings are viewable for Westover Capital Advisors going back to 2010
- 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
- Westover Capital Advisors 2022 Q3 filed Nov. 14, 2022