Westover Capital Advisors, LLC Buys iShares U.S. Preferred Stock, Dominion Energy Inc, SPDR Portfolio TIPS ETF, Sells SPDR SERIES TRUST, Duke Energy Corp, PROSHARES TRUST

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Wilmington, DE, based Investment company Westover Capital Advisors, LLC (Current Portfolio) buys iShares U.S. Preferred Stock, Dominion Energy Inc, SPDR Portfolio TIPS ETF, ConocoPhillips, United Parcel Service Inc, sells SPDR SERIES TRUST, Duke Energy Corp, PROSHARES TRUST, TC Energy Corp, Chevron Corp during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Westover Capital Advisors, LLC. As of 2020Q2, Westover Capital Advisors, LLC owns 109 stocks with a total value of $213 million. These are the details of the buys and sells.

For the details of Westover Capital Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/westover+capital+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Westover Capital Advisors, LLC
  1. Apple Inc (AAPL) - 35,378 shares, 6.05% of the total portfolio. Shares reduced by 2.3%
  2. SPDR SERIES TRUST (SPTS) - 286,816 shares, 4.13% of the total portfolio. Shares reduced by 1.32%
  3. Amazon.com Inc (AMZN) - 3,106 shares, 4.02% of the total portfolio. Shares reduced by 0.38%
  4. SPDR SERIES TRUST (SPIB) - 203,494 shares, 3.49% of the total portfolio. Shares added by 3.06%
  5. Alphabet Inc (GOOGL) - 4,891 shares, 3.25% of the total portfolio. Shares reduced by 0.65%
New Purchase: Dominion Energy Inc (D)

Westover Capital Advisors, LLC initiated holding in Dominion Energy Inc. The purchase prices were between $69.55 and $87, with an estimated average price of $80.11. The stock is now traded at around $78.48. The impact to a portfolio due to this purchase was 1.67%. The holding were 43,876 shares as of .

New Purchase: SPDR Portfolio TIPS ETF (SPIP)

Westover Capital Advisors, LLC initiated holding in SPDR Portfolio TIPS ETF. The purchase prices were between $29.04 and $30.16, with an estimated average price of $29.75. The stock is now traded at around $30.87. The impact to a portfolio due to this purchase was 1.56%. The holding were 110,156 shares as of .

New Purchase: ConocoPhillips (COP)

Westover Capital Advisors, LLC initiated holding in ConocoPhillips. The purchase prices were between $29.62 and $50.31, with an estimated average price of $40.26. The stock is now traded at around $40.24. The impact to a portfolio due to this purchase was 1.07%. The holding were 54,134 shares as of .

New Purchase: VANGUARD TAX MANAG (VEA)

Westover Capital Advisors, LLC initiated holding in VANGUARD TAX MANAG. The purchase prices were between $31.83 and $40.85, with an estimated average price of $36.43. The stock is now traded at around $42.00. The impact to a portfolio due to this purchase was 0.81%. The holding were 44,309 shares as of .

New Purchase: VANGUARD INTL EQUI (VWO)

Westover Capital Advisors, LLC initiated holding in VANGUARD INTL EQUI. The purchase prices were between $32.36 and $40.59, with an estimated average price of $36.92. The stock is now traded at around $44.22. The impact to a portfolio due to this purchase was 0.72%. The holding were 38,788 shares as of .

New Purchase: Jacobs Engineering Group Inc (J)

Westover Capital Advisors, LLC initiated holding in Jacobs Engineering Group Inc. The purchase prices were between $71.6 and $89.51, with an estimated average price of $81.41. The stock is now traded at around $90.21. The impact to a portfolio due to this purchase was 0.63%. The holding were 15,965 shares as of .

Added: iShares U.S. Preferred Stock (PFF)

Westover Capital Advisors, LLC added to a holding in iShares U.S. Preferred Stock by 2107.19%. The purchase prices were between $30.01 and $35.86, with an estimated average price of $34.03. The stock is now traded at around $36.54. The impact to a portfolio due to this purchase was 3.08%. The holding were 198,647 shares as of .

Added: United Parcel Service Inc (UPS)

Westover Capital Advisors, LLC added to a holding in United Parcel Service Inc by 107.61%. The purchase prices were between $90 and $111.18, with an estimated average price of $99.66. The stock is now traded at around $160.87. The impact to a portfolio due to this purchase was 0.92%. The holding were 33,919 shares as of .

Added: Tyson Foods Inc (TSN)

Westover Capital Advisors, LLC added to a holding in Tyson Foods Inc by 226.50%. The purchase prices were between $53.82 and $68.67, with an estimated average price of $60.55. The stock is now traded at around $64.00. The impact to a portfolio due to this purchase was 0.42%. The holding were 21,621 shares as of .

Added: Adobe Inc (ADBE)

Westover Capital Advisors, LLC added to a holding in Adobe Inc by 37.32%. The purchase prices were between $293.61 and $440.55, with an estimated average price of $369.18. The stock is now traded at around $458.86. The impact to a portfolio due to this purchase was 0.32%. The holding were 5,725 shares as of .

Added: Merck & Co Inc (MRK)

Westover Capital Advisors, LLC added to a holding in Merck & Co Inc by 233.59%. The purchase prices were between $73.8 and $83.98, with an estimated average price of $78.88. The stock is now traded at around $84.60. The impact to a portfolio due to this purchase was 0.27%. The holding were 10,755 shares as of .

Added: AT&T Inc (T)

Westover Capital Advisors, LLC added to a holding in AT&T Inc by 138.42%. The purchase prices were between $27.46 and $33.23, with an estimated average price of $30.14. The stock is now traded at around $29.87. The impact to a portfolio due to this purchase was 0.22%. The holding were 26,541 shares as of .

Sold Out: SPDR SERIES TRUST (FLRN)

Westover Capital Advisors, LLC sold out a holding in SPDR SERIES TRUST. The sale prices were between $29.22 and $30.43, with an estimated average price of $30.08.

Sold Out: Duke Energy Corp (DUK)

Westover Capital Advisors, LLC sold out a holding in Duke Energy Corp. The sale prices were between $76.02 and $91.91, with an estimated average price of $84.51.

Sold Out: PROSHARES TRUST (SDS)

Westover Capital Advisors, LLC sold out a holding in PROSHARES TRUST. The sale prices were between $18.16 and $33.17, with an estimated average price of $22.81.

Sold Out: TC Energy Corp (TRP)

Westover Capital Advisors, LLC sold out a holding in TC Energy Corp. The sale prices were between $40.81 and $48.6, with an estimated average price of $44.86.

Sold Out: Chevron Corp (CVX)

Westover Capital Advisors, LLC sold out a holding in Chevron Corp. The sale prices were between $68.56 and $103.24, with an estimated average price of $89.2.

Sold Out: American Express Co (AXP)

Westover Capital Advisors, LLC sold out a holding in American Express Co. The sale prices were between $73.6 and $113.67, with an estimated average price of $91.97.



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