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 September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.5 $16M +288% 137k 115.81
Amazon (AMZN) 4.1 $9.9M 3.2k 3148.88
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 3.5 $8.4M -4% 275k 30.70
Spdr Ser Tr Portfolio Intrmd (SPIB) 3.2 $7.8M +3% 211k 36.76
Ishares Tr Pfd And Incm Sec (PFF) 3.2 $7.7M +6% 212k 36.45
Alphabet Cap Stk Cl A (GOOGL) 3.0 $7.4M +2% 5.0k 1465.60
Thermo Fisher Scientific (TMO) 3.0 $7.2M -3% 16k 441.50
Spdr Gold Tr Gold Shs (GLD) 2.7 $6.5M 37k 177.12
United Parcel Service CL B (UPS) 2.3 $5.7M 34k 166.63
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 2.3 $5.6M 119k 46.74
Disney Walt Com Disney (DIS) 2.2 $5.5M 44k 124.07
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.2 $5.4M +221% 125k 43.24
Dollar General (DG) 2.1 $5.2M +2% 25k 209.62
Icon SHS (ICLR) 2.1 $5.0M 26k 191.09

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Costco Wholesale Corporation (COST) 2.0 $5.0M 14k 354.97
Servicenow (NOW) 1.8 $4.4M 9.0k 485.05
Microsoft Corporation (MSFT) 1.8 $4.3M +12% 21k 210.31
Comcast Corp Cl A (CMCSA) 1.8 $4.3M 93k 46.27
JPMorgan Chase & Co. (JPM) 1.7 $4.0M 42k 96.26
UnitedHealth (UNH) 1.6 $3.9M 13k 311.80
Truist Financial Corp equities (TFC) 1.6 $3.9M +2% 103k 38.05
Broadcom (AVGO) 1.6 $3.9M -13% 11k 364.33
Five9 (FIVN) 1.6 $3.9M -16% 30k 129.67
Wal-Mart Stores (WMT) 1.4 $3.5M +4% 25k 139.93
Spdr Ser Tr Portfli Tips Etf (SPIP) 1.4 $3.5M 112k 30.87
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.4 $3.3M +84% 82k 40.90
Spdr Ser Tr Portfolio Short (SPSB) 1.1 $2.7M +455% 85k 31.37
Adobe Systems Incorporated (ADBE) 1.0 $2.5M -12% 5.0k 490.37
Home Depot (HD) 1.0 $2.5M -10% 8.9k 277.66
McDonald's Corporation (MCD) 1.0 $2.3M -4% 11k 219.47
Pepsi (PEP) 1.0 $2.3M -2% 17k 138.62
Lockheed Martin Corporation (LMT) 0.9 $2.3M +3% 5.9k 383.30
Bristol Myers Squibb (BMY) 0.9 $2.3M 38k 60.28
American Tower Reit (AMT) 0.9 $2.2M -2% 9.0k 241.76
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.9 $2.1M 73k 29.25
EastGroup Properties (EGP) 0.8 $2.0M -2% 15k 129.35
Jacobs Engineering (J) 0.8 $1.9M +30% 21k 92.78
CVS Caremark Corporation (CVS) 0.8 $1.9M +4% 33k 58.39
Nasdaq Omx (NDAQ) 0.8 $1.9M 15k 122.70
Dominion Resources (D) 0.7 $1.8M -47% 23k 78.93
Clearway Energy CL C (CWEN) 0.7 $1.8M NEW 67k 26.96
Waste Connections (WCN) 0.7 $1.8M 18k 103.83
Adaptive Biotechnologies Cor (ADPT) 0.7 $1.8M -16% 37k 48.64
Cisco Systems (CSCO) 0.7 $1.7M -8% 43k 39.39
NVIDIA Corporation (NVDA) 0.7 $1.7M -18% 3.1k 541.14
Pjt Partners Com Cl A (PJT) 0.7 $1.6M NEW 27k 60.60
ConocoPhillips (COP) 0.6 $1.5M -17% 45k 32.84
Tyson Foods Cl A (TSN) 0.6 $1.4M +9% 24k 59.47
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.6 $1.4M -2% 36k 39.35
Ishares Tr Mbs Etf (MBB) 0.6 $1.4M NEW 13k 110.37
Monolithic Power Systems (MPWR) 0.6 $1.4M -21% 4.9k 279.59
Abbott Laboratories (ABT) 0.5 $1.3M +5% 12k 108.80
Ishares Tr National Mun Etf (MUB) 0.5 $1.2M +4% 11k 115.96
Medpace Hldgs (MEDP) 0.5 $1.2M -19% 11k 111.77
Microchip Technology (MCHP) 0.5 $1.2M 12k 102.76
Asml Holding N V N Y Registry Shs (ASML) 0.5 $1.2M +11% 3.2k 369.13
Merck & Co (MRK) 0.5 $1.1M +28% 14k 82.92
Paycom Software (PAYC) 0.5 $1.1M -9% 3.7k 311.21
Sanofi Sponsored Adr (SNY) 0.4 $1.1M +21% 22k 50.18
Visa Com Cl A (V) 0.4 $1.0M +12% 5.2k 199.96
salesforce (CRM) 0.4 $999k -9% 4.0k 251.38
Kla Corp Com New (KLAC) 0.4 $982k +3% 5.1k 193.76
Waste Management (WM) 0.4 $972k -3% 8.6k 113.18
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.4 $951k +3% 19k 49.85
Cdw (CDW) 0.4 $930k -8% 7.8k 119.54
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.4 $898k +2% 17k 51.92
Docusign (DOCU) 0.4 $890k -18% 4.1k 215.18
Tractor Supply Company (TSCO) 0.4 $882k -13% 6.2k 143.39
MarketAxess Holdings (MKTX) 0.4 $874k 1.8k 481.81
At&t (T) 0.3 $810k +7% 28k 28.51
Goldman Sachs (GS) 0.3 $789k -69% 3.9k 201.07
Qorvo (QRVO) 0.3 $788k 6.1k 129.01
AmerisourceBergen (ABC) 0.3 $756k +7% 7.8k 96.90
Abbvie (ABBV) 0.3 $754k 8.6k 87.61
FedEx Corporation (FDX) 0.3 $754k 3.0k 251.42
Assurant (AIZ) 0.3 $724k -36% 6.0k 121.33
EOG Resources (EOG) 0.3 $720k -4% 20k 35.94
Air Products & Chemicals (APD) 0.3 $707k -6% 2.4k 298.06
Advanced Micro Devices (AMD) 0.3 $641k NEW 7.8k 81.99
Epam Systems (EPAM) 0.3 $625k -22% 1.9k 323.50
Prologis (PLD) 0.2 $590k -6% 5.9k 100.61
Procter & Gamble Company (PG) 0.2 $587k 4.2k 138.97
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $583k NEW 8.3k 70.46
Exelon Corporation (EXC) 0.2 $564k -8% 16k 35.79
Intel Corporation (INTC) 0.2 $527k 10k 51.73
Autodesk (ADSK) 0.2 $523k NEW 2.3k 231.11
Veeva Sys Cl A Com (VEEV) 0.2 $506k 1.8k 281.11
Netflix (NFLX) 0.2 $495k NEW 989.00 500.51
Gilead Sciences (GILD) 0.2 $486k -18% 7.7k 63.13
Johnson & Johnson (JNJ) 0.2 $457k +9% 3.1k 149.01
Twitter (TWTR) 0.2 $445k 10k 44.48
Facebook Cl A (FB) 0.2 $440k -7% 1.7k 261.75
Pfizer (PFE) 0.2 $427k NEW 12k 36.68
Mastercard Incorporated Cl A (MA) 0.2 $420k NEW 1.2k 338.44
Amgen (AMGN) 0.2 $414k NEW 1.6k 253.99
Duke Energy Corp Com New (DUK) 0.2 $405k NEW 4.6k 88.64
West Pharmaceutical Services (WST) 0.2 $385k 1.4k 275.00
Ufp Industries (UFPI) 0.2 $384k NEW 6.8k 56.45
Applied Materials (AMAT) 0.1 $364k 6.1k 59.50
Medtronic SHS (MDT) 0.1 $359k +29% 3.5k 103.88
MKS Instruments (MKSI) 0.1 $359k +60% 3.3k 109.28
Marsh & McLennan Companies (MMC) 0.1 $329k NEW 2.9k 114.87
Paylocity Holding Corporation (PCTY) 0.1 $320k 2.0k 161.53
Eli Lilly & Co. (LLY) 0.1 $319k 2.2k 148.23
Chevron Corporation (CVX) 0.1 $299k NEW 4.1k 72.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $293k -15% 1.4k 212.63
Colgate-Palmolive Company (CL) 0.1 $286k 3.7k 77.13
Enterprise Products Partners (EPD) 0.1 $285k NEW 18k 15.81
Astrazeneca Sponsored Adr (AZN) 0.1 $277k +9% 5.1k 54.72
D.R. Horton (DHI) 0.1 $276k NEW 3.6k 75.66
Paypal Holdings (PYPL) 0.1 $274k 1.4k 197.12
Republic Services (RSG) 0.1 $271k 2.9k 93.45
Spdr Ser Tr Wells Fg Pfd Etf (PSK) 0.1 $270k 6.2k 43.55
Synopsys (SNPS) 0.1 $266k NEW 1.2k 213.83
Tesla Motors (TSLA) 0.1 $266k NEW 620.00 429.03
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $263k -33% 7.2k 36.63
3M Company (MMM) 0.1 $261k +12% 1.6k 160.32
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $260k +5% 1.8k 147.48
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $256k -8% 1.5k 169.99
Smucker J M Com New (SJM) 0.1 $253k +9% 2.2k 115.68
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $241k NEW 5.9k 40.88
Medical Properties Trust (MPW) 0.1 $233k NEW 13k 17.62
Boeing Company (BA) 0.1 $225k 1.4k 165.44
Philip Morris International (PM) 0.1 $225k NEW 3.0k 75.05
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $222k NEW 1.7k 128.70
Draftkings Com Cl A (DKNG) 0.1 $219k NEW 3.7k 58.87
Toyota Motor Corp Sp Adr Rep2com (TM) 0.1 $218k NEW 1.6k 132.52
Northrop Grumman Corporation (NOC) 0.1 $218k 690.00 315.94
Churchill Downs (CHDN) 0.1 $212k NEW 1.3k 163.71
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $201k NEW 3.2k 63.61
Kinder Morgan (KMI) 0.1 $170k NEW 14k 12.35
General Electric Company (GE) 0.0 $73k NEW 12k 6.24

Past Filings by Westover Capital Advisors

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

View all past filings