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CIK: 0001483467
Total reported value
$615.7M
$615.7M
213 檔
13.5%
According to the latest 13F quarterly dataset, Westover Capital Advisors, LLC managed an equity portfolio of $615.7M at the end of Q2 2024, spanning 213 distinct U.S. exchange-listed positions.
During Q2 2024, Westover Capital Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 213 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.89% | +0.70% | -2.15% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.43% | -0.09% | +3.85% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.27% | +0.79% | -0.07% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.76% | +0.68% | +1031.00% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 3.07% | -0.01% | -0.54% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.98% | +0.22% | +9.95% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.94% | -0.27% | -3.61% | |
| 8 | PFF | Ishares Preferred & Income S | ETF-Other | 2.31% | — | -4.06% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.25% | +0.09% | +12.02% | |
| 10 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.22% | -1.80% | -2.31% | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 2.04% | -0.16% | -0.63% | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.86% | — | +0.03% | |
| 13 | NFLX | Netflix Inc | Stock-Comm Services | 1.78% | -0.10% | +4.47% | |
| 14 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 1.71% | — | — | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.61% | -0.06% | -1.79% | |
| 16 | VST | Vistra CORP | Stock-Utilities | 1.54% | -0.16% | -6.06% | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.36% | +0.05% | -2.17% | |
| 18 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.34% | +0.10% | -4.77% | |
| 19 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.27% | +0.14% | -0.08% | |
| 20 | ICLR | ICON Public Limited Company | Stock-Healthcare | 1.26% | -0.01% | -1.26% | |
| 21 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 1.02% | — | +2.41% | |
| 22 | EME | Emcor Group Inc | Stock-Industrials | 1.01% | -0.27% | -0.85% | |
| 23 | NOW | Servicenow Inc | Stock-Tech | 0.98% | +0.10% | -8.33% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.96% | +0.74% | NEW | |
| 25 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.95% | -0.01% | -1.25% | |
| 26 | WELL | Welltower Inc | Stock-Real Estate | 0.88% | -0.04% | +1.43% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.87% | -0.02% | -8.88% | |
| 28 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.82% | — | -0.75% | |
| 29 | KLAC | Kla CORP | Stock-Tech | 0.81% | -0.56% | -9.61% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.78% | -0.13% | +6.38% | |
| 31 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 0.78% | +0.02% | -3.94% | |
| 32 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.75% | -0.01% | -4.01% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.73% | — | -3.06% | |
| 34 | IBOC | International Bancshares Crp | Stock-Other | 0.72% | -0.06% | -2.21% | |
| 35 | HESM | Hess Midstream LP - Class A | Stock-Other | 0.71% | -0.03% | +1.77% | |
| 36 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.70% | — | — | |
| 37 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.70% | — | +4.99% | |
| 38 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.69% | +0.02% | -1.97% | |
| 39 | COR | Cencora Inc | Stock-Healthcare | 0.68% | -0.17% | -3.06% | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.67% | +0.89% | NEW | |
| 41 | ASML | ASML Holding N.V. | Stock-Tech | 0.64% | -0.08% | +77.80% | |
| 42 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.61% | +0.03% | -2.65% | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.58% | -0.23% | -2.12% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | +0.30% | +14.16% | |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | -0.02% | +0.08% | |
| 46 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.58% | — | +2.46% | |
| 47 | J | Jacobs Solutions Inc | Stock-Industrials | 0.57% | — | +0.44% | |
| 48 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 0.55% | +0.04% | +3.41% | |
| 49 | SNPS | Synopsys Inc | Stock-Tech | 0.55% | -0.01% | -3.08% | |
| 50 | EOG | Eog Resources Inc | Stock-Energy | 0.52% | +0.03% | -1.54% |
According to official SEC Form 13F filings, Westover Capital Advisors, LLC reported a total U.S. public equity portfolio value of $615.7M across 213 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, GOOGL, MSFT) accounted for 13.5% of total reported equity market value during Q2 2024.
During Q2 2024, Westover Capital Advisors, LLC's top holdings by market value included AAPL (5.9%)、GOOGL (4.4%)、MSFT (4.3%). The largest single position, AAPL, represented 5.9% of total portfolio value.
In Q2 2024, Westover Capital Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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