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Westover Capital Advisors, LLC Buys Costco Wholesale Corp, Truist Financial Corp, SPDR Portfolio Developed World ex-US, Sells iShares Edge MSCI Min Vol Emerging Markets, Truist Financial Corp, Dominion Energy Inc

Wilmington, DE, based Investment company Westover Capital Advisors, LLC (Current Portfolio) buys Costco Wholesale Corp, Truist Financial Corp, SPDR Portfolio Developed World ex-US, ProShares UltraShort S&P500, Duke Energy Corp, sells iShares Edge MSCI Min Vol Emerging Markets, Truist Financial Corp, Dominion Energy Inc, Palo Alto Networks Inc, General Motors Co during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Westover Capital Advisors, LLC. As of 2020Q1, Westover Capital Advisors, LLC owns 111 stocks with a total value of $182 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) - 36,212 shares, 5.07% of the total portfolio. Shares reduced by 0.21%
  2. SPDR Portfolio Short Term Treasury (SPTS) - 290,643 shares, 4.92% of the total portfolio. Shares added by 4.28%
  3. SPDR Portfolio Intermediate Term Corporate Bond (SPIB) - 197,460 shares, 3.70% of the total portfolio. Shares added by 0.06%
  4. SPDR Bloomberg Barclays Investment Grade Floating (FLRN) - 216,878 shares, 3.51% of the total portfolio. Shares added by 0.53%
  5. Amazon.com Inc (AMZN) - 3,118 shares, 3.35% of the total portfolio. Shares added by 14.51%
New Purchase: Truist Financial Corp (TFC)

Westover Capital Advisors, LLC initiated holding in Truist Financial Corp. The purchase prices were between $25.69 and $56.67, with an estimated average price of $47.68. The stock is now traded at around $34.15. The impact to a portfolio due to this purchase was 1.7%. The holding were 99,933 shares as of .

New Purchase: SPDR Portfolio Developed World ex-US (SPDW)

Westover Capital Advisors, LLC initiated holding in SPDR Portfolio Developed World ex-US. The purchase prices were between $20.71 and $31.78, with an estimated average price of $28.87. The stock is now traded at around $25.95. The impact to a portfolio due to this purchase was 1.54%. The holding were 116,931 shares as of .

New Purchase: ProShares UltraShort S&P500 (SDS)

Westover Capital Advisors, LLC initiated holding in ProShares UltraShort S&P500. The purchase prices were between $22.5 and $42.76, with an estimated average price of $26.81. The stock is now traded at around $21.97. The impact to a portfolio due to this purchase was 1.42%. The holding were 84,571 shares as of .

New Purchase: Adaptive Biotechnologies Corp (ADPT)

Westover Capital Advisors, LLC initiated holding in Adaptive Biotechnologies Corp. The purchase prices were between $16.96 and $34.16, with an estimated average price of $27.98. The stock is now traded at around $39.30. The impact to a portfolio due to this purchase was 0.82%. The holding were 53,800 shares as of .

New Purchase: MarketAxess Holdings Inc (MKTX)

Westover Capital Advisors, LLC initiated holding in MarketAxess Holdings Inc. The purchase prices were between $281.31 and $380.25, with an estimated average price of $349.1. The stock is now traded at around $492.66. The impact to a portfolio due to this purchase was 0.34%. The holding were 1,864 shares as of .

New Purchase: DocuSign Inc (DOCU)

Westover Capital Advisors, LLC initiated holding in DocuSign Inc. The purchase prices were between $68.68 and $92.4, with an estimated average price of $80.34. The stock is now traded at around $122.92. The impact to a portfolio due to this purchase was 0.25%. The holding were 4,911 shares as of .

Added: Costco Wholesale Corp (COST)

Westover Capital Advisors, LLC added to a holding in Costco Wholesale Corp by 638.72%. The purchase prices were between $279.85 and $324.08, with an estimated average price of $303.54. The stock is now traded at around $302.76. The impact to a portfolio due to this purchase was 1.88%. The holding were 13,851 shares as of .

Added: Duke Energy Corp (DUK)

Westover Capital Advisors, LLC added to a holding in Duke Energy Corp by 340.78%. The purchase prices were between $64.15 and $102.43, with an estimated average price of $92.02. The stock is now traded at around $84.92. The impact to a portfolio due to this purchase was 1.31%. The holding were 38,176 shares as of .

Added: United Parcel Service Inc (UPS)

Westover Capital Advisors, LLC added to a holding in United Parcel Service Inc by 604.83%. The purchase prices were between $86.17 and $118.61, with an estimated average price of $104.08. The stock is now traded at around $96.10. The impact to a portfolio due to this purchase was 0.72%. The holding were 16,338 shares as of .

Added: Adobe Inc (ADBE)

Westover Capital Advisors, LLC added to a holding in Adobe Inc by 187.52%. The purchase prices were between $285 and $383.28, with an estimated average price of $342.56. The stock is now traded at around $367.97. The impact to a portfolio due to this purchase was 0.48%. The holding were 4,169 shares as of .

Added: Nasdaq Inc (NDAQ)

Westover Capital Advisors, LLC added to a holding in Nasdaq Inc by 199.50%. The purchase prices were between $72.86 and $118.67, with an estimated average price of $106.43. The stock is now traded at around $114.94. The impact to a portfolio due to this purchase was 0.46%. The holding were 13,190 shares as of .

Added: CVS Health Corp (CVS)

Westover Capital Advisors, LLC added to a holding in CVS Health Corp by 74.18%. The purchase prices were between $52.3 and $76.05, with an estimated average price of $67.09. The stock is now traded at around $63.73. The impact to a portfolio due to this purchase was 0.44%. The holding were 31,760 shares as of .

Sold Out: iShares Edge MSCI Min Vol Emerging Markets (EEMV)

Westover Capital Advisors, LLC sold out a holding in iShares Edge MSCI Min Vol Emerging Markets. The sale prices were between $42.59 and $59.58, with an estimated average price of $53.96.

Sold Out: Truist Financial Corp (BBK)

Westover Capital Advisors, LLC sold out a holding in Truist Financial Corp. The sale prices were between $24.4 and $51, with an estimated average price of $43.17.

Sold Out: Dominion Energy Inc (D)

Westover Capital Advisors, LLC sold out a holding in Dominion Energy Inc. The sale prices were between $59.39 and $89.8, with an estimated average price of $81.8.

Sold Out: Palo Alto Networks Inc (PANW)

Westover Capital Advisors, LLC sold out a holding in Palo Alto Networks Inc. The sale prices were between $132.58 and $249.22, with an estimated average price of $210.86.

Sold Out: General Motors Co (GM)

Westover Capital Advisors, LLC sold out a holding in General Motors Co. The sale prices were between $16.8 and $37.38, with an estimated average price of $30.77.

Sold Out: Dover Corp (DOV)

Westover Capital Advisors, LLC sold out a holding in Dover Corp. The sale prices were between $65.37 and $119.92, with an estimated average price of $106.59.



Here is the complete portfolio of Westover Capital Advisors, LLC. Also check out:

1. Westover Capital Advisors, LLC's Undervalued Stocks
2. Westover Capital Advisors, LLC's Top Growth Companies, and
3. Westover Capital Advisors, LLC's High Yield stocks
4. Stocks that Westover Capital Advisors, LLC keeps buying

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