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CIK: 0001483467
Total reported value
$601.9M
$601.9M
237 檔
16.5%
According to the latest 13F quarterly dataset, Westover Capital Advisors, LLC managed an equity portfolio of $601.9M at the end of Q4 2024, spanning 237 distinct U.S. exchange-listed positions.
During Q4 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 237 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.27% | +0.21% | -0.46% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.07% | +0.54% | -1.00% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.99% | +0.19% | +5.04% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.78% | -0.25% | +0.45% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.77% | +0.28% | -2.17% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.19% | +0.16% | +1.32% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 2.89% | -0.89% | -1.09% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.44% | -0.08% | +0.09% | |
| 9 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.44% | -0.22% | -39.20% | |
| 10 | PFF | Ishares Preferred & Income S | ETF-Other | 2.17% | — | -47.23% | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.17% | -0.22% | +14.33% | |
| 12 | NFLX | Netflix Inc | Stock-Comm Services | 2.03% | -0.57% | -0.82% | |
| 13 | VST | Vistra CORP | Stock-Utilities | 1.75% | -0.09% | -14.30% | |
| 14 | MBB | Ishares Mbs ETF | ETF-Other | 1.70% | -0.17% | -55.96% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.59% | -0.17% | -1.80% | |
| 16 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.39% | -0.11% | -53.01% | |
| 17 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.36% | +0.14% | +4.72% | |
| 18 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.22% | — | -65.58% | |
| 19 | EME | Emcor Group Inc | Stock-Industrials | 1.14% | -0.02% | +3.68% | |
| 20 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.11% | -0.05% | -1.11% | |
| 21 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 1.03% | — | -1.48% | |
| 22 | NOW | Servicenow Inc | Stock-Tech | 1.02% | -0.05% | -9.07% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.97% | — | -47.93% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | -0.11% | +6.50% | |
| 25 | WELL | Welltower Inc | Stock-Real Estate | 0.87% | +0.03% | -4.41% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.84% | -0.01% | -8.36% | |
| 27 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.83% | — | -2.03% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.82% | -0.18% | -3.01% | |
| 29 | CLS | Celestica Inc | Stock-Tech | 0.81% | +0.22% | -1.98% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.75% | — | +1.55% | |
| 31 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.73% | -0.01% | -0.56% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.71% | +0.03% | -0.62% | |
| 33 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.70% | — | -2.96% | |
| 34 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 0.70% | -0.26% | -1.08% | |
| 35 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.69% | +0.02% | -4.01% | |
| 36 | HESM | Hess Midstream LP - Class A | Stock-Other | 0.67% | -0.08% | +4.69% | |
| 37 | IBOC | International Bancshares Crp | Stock-Other | 0.67% | -0.01% | -1.42% | |
| 38 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.67% | +0.20% | -8.53% | |
| 39 | VERX | Vertex Inc - Class A | Stock-Other | 0.65% | — | +1.15% | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.64% | +0.50% | +43.20% | |
| 41 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.57% | — | -49.40% | |
| 42 | COR | Cencora Inc | Stock-Healthcare | 0.56% | -0.18% | -1.29% | |
| 43 | IAU | Ishares Gold Trust | ETF-Commodities | 0.55% | -0.22% | -42.00% | |
| 44 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.54% | -0.02% | -1.11% | |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | -0.01% | -49.25% | |
| 46 | DE | Deere & Co | Stock-Industrials | 0.53% | +0.01% | — | |
| 47 | 7SU | Summit Materials Inc -cl A | Stock-Other | 0.51% | — | -1.32% | |
| 48 | KLAC | Kla CORP | Stock-Tech | 0.49% | +0.61% | -8.23% | |
| 49 | KD | Kyndryl Holdings Inc | Stock-Tech | 0.47% | — | +2.04% | |
| 50 | AZO | Autozone Inc | Stock-Consumer Disc | 0.47% | -0.12% | EXIT |
According to official SEC Form 13F filings, Westover Capital Advisors, LLC reported a total U.S. public equity portfolio value of $601.9M across 237 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, GOOGL, NVDA) accounted for 16.5% of total reported equity market value during Q4 2024.
During Q4 2024, Westover Capital Advisors, LLC's top holdings by market value included AAPL (6.3%)、GOOGL (4.1%)、NVDA (4.0%). The largest single position, AAPL, represented 6.3% of total portfolio value.
In Q4 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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