Westover Capital Advisors

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

Portfolio Holdings for Westover Capital Advisors

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

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Apple (AAPL) 4.98 36212 254.28
Spdr Ser Tr shrt trsry etf 4.83 290643 +4% 30.72
SPDR Barclay Cp Intr Trm Cr Bd (ITR) 3.63 197460 34.01
Spdr Ser Tr cmn 3.45 216878 29.40
Amazon (AMZN) 3.29 3118 +14% 1949.65
Alphabet Inc Class A cs 3.10 4923 1161.89
SPDR Barclays Capital Long Term Tr (TLO) 2.99 116795 47.24
SPDR Gold Trust (GLD) 2.85 35571 148.04
Thermo Fisher Scientific (TMO) 2.75 17931 -2% 283.59
Walt Disney Company (DIS) 2.32 44291 +9% 96.61
Icon 2.18 29565 -3% 136.01
Costco Wholesale Corporation (COST) 2.14 13851 +638% 285.11
Dollar General (DG) 2.09 25577 151.00
JPMorgan Chase & Co. (JPM) 2.06 42243 90.03
Five9 1.83 44296 -6% 76.46
UnitedHealth (UNH) 1.76 13050 -4% 249.35
Comcast Corporation (CMCSA) 1.74 93523 34.38
SPDR Barclays Capital TIPS (IPE) 1.71 108843 -2% 29.04
Duke Energy 1.67 38176 +340% 80.89
Truist Financial Corp equities 1.67 99933 +35% 30.84
Broadcom Ltd 1.62 12659 237.06
Goldman Sachs (GS) 1.57 18813 -11% 154.57
SPDR S&P; World ex-US (GWL) 1.51 116931 NEW 23.94
Wal-Mart Stores (WMT) 1.44 23396 +6% 113.61
Microsoft Corporation (MSFT) 1.41 16473 +17% 157.71
Servicenow 1.40 8994 +2% 286.64
Proshares Ultrashort S&p 500 1.39 84571 NEW 30.45
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf etf 1.33 86596 28.47
American Tower Reit 1.29 10970 217.78
Bristol Myers Squibb (BMY) 1.19 39602 -3% 55.73
Home Depot (HD) 1.18 11703 -5% 186.70
Pepsi (PEP) 1.17 17939 -4% 120.07
Tc Energy Corp 1.08 44898 -3% 44.30
Lockheed Martin Corporation (LMT) 1.04 5687 +39% 339.02
Cisco Systems (CSCO) 1.04 49004 -13% 39.30
CVS Caremark Corporation (CVS) 1.02 31760 +74% 59.32
Chevron Corporation (CVX) 1.02 25897 +9% 72.44
McDonald's Corporation (MCD) 0.99 11004 +2% 165.39
EastGroup Properties (EGP) 0.92 16282 +3% 104.47
United Parcel Service (UPS) 0.83 16338 +604% 93.40
Adaptive Biotechnologies Cor 0.81 53800 NEW 27.79
Waste Connections Inc Com stock 0.74 17646 77.52
Adobe Systems Incorporated (ADBE) 0.72 4169 +187% 318.30
American Express Company (AXP) 0.69 14904 -11% 85.61
NASDAQ OMX (NDAQ) 0.68 13190 +199% 94.92
SPDR DJ Wilshire Large Cap (ELR) 0.67 40803 +5% 30.24
Medpace Hldgs Inc Com stock 0.65 16267 73.40
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.63 10348 +5% 112.97
Delta Air Lines (DAL) 0.59 38235 +24% 28.53
Monolithic Power Systems (MPWR) 0.57 6343 -3% 167.43
NVIDIA Corporation (NVDA) 0.56 3914 +3% 263.67
Visa (V) 0.50 5775 +3% 161.04
Nuveen Barclays Shrt Term Muni bdfund 0.50 18892 48.91
Paycom Software 0.47 4295 -11% 202.10
Abbott Laboratories (ABT) 0.47 10983 +25% 78.94
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni 0.46 16927 49.98
Cdw 0.45 8826 -8% 93.25
Waste Management (WM) 0.44 8875 92.51
Microchip Technology (MCHP) 0.44 11959 -4% 67.81
Procter & Gamble Company (PG) 0.40 6682 -6% 110.00
Air Products & Chemicals (APD) 0.39 3621 -2% 199.67
Exelon Corporation (EXC) 0.37 18339 36.81
AmerisourceBergen (ABC) 0.36 7473 88.45
Abbvie 0.35 8530 +8% 76.20
Boeing Company (BA) 0.35 4315 -42% 149.25
salesforce (CRM) 0.35 4429 -2% 144.05
Tractor Supply Company (TSCO) 0.34 7399 84.61
MarketAxess Holdings (MKTX) 0.34 1864 NEW 332.62
Assurant (AIZ) 0.33 5830 104.12
Coca-Cola Company (KO) 0.32 13568 44.22
Southwest Airlines (LUV) 0.31 16198 -3% 35.62
Asml Holding N.v. 0.30 2142 +6% 261.44
Prologis Inc. 0.30 6911 +2% 80.31
Intel Corporation (INTC) 0.30 10187 54.09
Qorvo 0.27 6108 80.55
CACI International (CACI) 0.26 2251 -5% 211.02
Epam Systems 0.26 2556 -12% 185.84
Db-x Msci Eafe Currency-hedged 0.25 17497 -15% 26.80
Johnson & Johnson (JNJ) 0.25 3472 -5% 131.05
Berkshire Hathaway (BRK.B) 0.25 2485 +79% 182.70
Docusign Inc 0.25 4911 NEW 92.45
SPDR S&P; Emerging Markets (GMM) 0.24 15751 NEW 28.44
FedEx Corporation (FDX) 0.21 3165 121.33
Tyson Foods (TSN) 0.21 6622 +181% 57.84
KLA-Tencor Corporation (KLAC) 0.20 2570 +28% 143.58
BP (BP) 0.19 14107 NEW 24.39
AT&T; (T) 0.18 11132 +4% 29.11
Genpact Limited shs 0.17 10939 +18% 29.16
Cummins (CMI) 0.17 2317 -81% 135.52
Facebook Inc cl a 0.16 1767 -3% 166.95
Boston Scientific Corporation (BSX) 0.16 8988 -8% 32.60
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.16 9000 31.89
Lennar Corporation (LEN) 0.15 7400 -18% 38.24
Veeva Sys Inc cl a 0.15 1800 156.11
Applied Materials (AMAT) 0.15 6000 45.83
Morgan Stanley (MS) 0.15 8000 34.00
Cabot Microelectronics Corporation (CCMP) 0.14 2340 114.10
Hershey Company (HSY) 0.14 1913 -10% 132.25
Gilead Sciences (GILD) 0.14 3373 NEW 74.71
Merck & Co (MRK) 0.13 3224 NEW 76.92
Colgate-Palmolive Company (CL) 0.13 3716 +3% 66.47
Twitter 0.13 10004 24.59
SPDR Wells Fargo Prfd Stk ETF (PSK) 0.13 6200 39.19
Eli Lilly & Co. (LLY) 0.13 1685 138.87
FirstEnergy (FE) 0.13 5776 39.99
J.M. Smucker Company (SJM) 0.12 2000 111.00
Republic Services (RSG) 0.12 2900 75.17
West Pharmaceutical Services (WST) 0.12 1400 152.14
Vanguard Total Stock Market ETF (VTI) 0.12 1651 -40% 129.01
Northrop Grumman Corporation (NOC) 0.11 690 NEW 302.90
AstraZeneca (AZN) 0.11 4610 44.69
Telefonaktiebolaget LM Ericsson (ERIC) 0.07 16930 -68% 8.09

Past Filings by Westover Capital Advisors

View past SEC 13F filings by Westover Capital Advisors

View all filings