WC

Westover Capital Advisors, LLC

13F
Westover Capital Advisors, LLC
Last update 2025-05-06 232 Stocks (20 new)
Value $450.00 Mil Turnover 13 %
Countries:
Top Holdings: AAPL(5.38%)NVDA(3.62%)GLD(3.39%)GOOGL(3.38%)MSFT(3.37%)
Summary Stock Picks Current Portfolio
Westover Capital Advisors, LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
108,999
24,212.0
-4.23%
5.380
-0.27%
0.000
-16.84%
-19.60%
2,999,860.7
Hardware
NVDA 		NVIDIA Corp
150,277
16,287.0
+11.38%
3.620
+0.37%
0.000
+8.18%
+0.63%
3,295,490.6
Semiconductors
GLD 		SPDR Gold Shares ETF
52,966
15,261.7
-2.41%
3.390
-0.07%
0.020
+15.32%
+25.39%
97,667.1
 
GOOGL 		Alphabet Inc
98,320
15,204.2
+0.60%
3.380
+0.02%
0.000
+0.97%
-9.17%
2,090,081.7
Interactive Media
MSFT 		Microsoft Corp
40,461
15,188.7
-0.62%
3.370
-0.02%
0.000
+16.18%
+9.64%
3,421,645.9
Software
AMZN 		Amazon.com Inc
69,613
13,244.6
+5.31%
2.940
+0.15%
0.000
-3.42%
-6.55%
2,176,458.4
Retail - Cyclical
JPM 		JPMorgan Chase & Co
45,544
11,171.9
-1.47%
2.480
-0.04%
0.000
+0.37%
+11.38%
733,680.9
Banks
SCHO 		Schwab Short-Term U.S. Treasury ETF
453,720
11,043.5
+10.65%
2.450
+0.24%
0.100
+1.01%
+2.51%
10,919.7
 
USIG 		iShares U.S. Credit Bond ETF
214,461
10,954.7
-2.66%
2.430
-0.06%
0.080
-0.21%
+2.47%
13,695.1
 
AVGO 		Broadcom Inc
62,827
10,519.0
-14.90%
2.340
-0.56%
0.000
+21.75%
+4.73%
1,138,200.7
Semiconductors

Westover Capital Advisors, LLC's Historical Top Holdings Breakdowns

Westover Capital Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHP 		Schwab U.S. Tips ETF2025-03-31New Buy
+2.18%
●
25.69 ($26.29) 26.89
$26.51
0.84%
New holding
365,695
365,695
FNDF 		Schwab Fundamental International Equity ETF2025-03-31New Buy
+1.74%
●
32.9 ($35.31) 37.45
$39.02
10.51%
New holding
216,799
216,799
SPTL 		SPDR Portfolio Long Term Treasury ETF2025-03-31Sold Out
-1.22%
●
25.54 ($26.65) 27.64
$26.01
-2.40%
Sold Out
0
-211,538
FNDE 		Schwab Fundamental Emerging Markets Equity ETF2025-03-31New Buy
+0.86%
●
28.11 ($30.22) 32
$31.41
3.94%
New holding
126,209
126,209
JAAA 		Janus Henderson AAA CLO ETF2025-03-31Add
+0.80%
●
50.48 ($50.78) 51.04
$50.75
-0.06%
Add 200.84%
106,105
70,836
EHC 		Encompass Health Corp2025-03-31New Buy
+0.75%
●
91.05 ($97.64) 102.2
$120.90
23.82%
New holding
33,266
33,266
MRK 		Merck & Co Inc2025-03-31Reduce
-0.72%
●
83.01 ($93.37) 101.02
$76.84
-17.70%
Reduce -85.37%
5,593
-32,631
VERX 		Vertex Inc2025-03-31Sold Out
-0.65%
●
31.15 ($45.68) 58.95
$39.53
-13.46%
Sold Out
0
-55,427
AXS 		Axis Capital Holdings Ltd2025-03-31New Buy
+0.62%
●
85.54 ($92.32) 100.24
$103.80
12.44%
New holding
28,055
28,055
GDX 		VanEck Gold Miners ETF2025-03-31New Buy
+0.58%
●
34.58 ($40.44) 45.97
$50.65
25.25%
New holding
57,086
57,086

Westover Capital Advisors, LLC Total Holding History ($B)

To

Westover Capital Advisors, LLC's Asset Allocation

To

Westover Capital Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Westover Capital Advisors, LLC's Hypothetical Growth since 2025-03-31

Westover Capital Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Westover Capital Advisors, LLC's Holdings Heat Map

Size field:

Westover Capital Advisors, LLC's Holdings Bubble Chart

Westover Capital Advisors, LLC News

  • 1

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