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CIK: 0001483467
Total reported value
$601.9M
$601.9M
217 檔
19.4%
According to the latest 13F quarterly dataset, Westover Capital Advisors, LLC managed an equity portfolio of $601.9M at the end of Q3 2025, spanning 217 distinct U.S. exchange-listed positions.
Westover Capital Advisors, LLC executed strategic sector rebalancing during Q3 2025, establishing 2 new positions while fully exiting 4 holdings and trimming 22 positions.
Showing top 200 holdings (of 217 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.21% | +0.21% | +2.07% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.16% | +0.19% | +0.52% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.82% | +0.54% | +0.10% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.77% | -0.25% | +1.85% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.62% | +0.28% | -3.77% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 3.33% | -0.89% | -2.39% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.91% | +0.16% | +1.03% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.63% | -0.08% | -0.80% | |
| 9 | NFLX | Netflix Inc | Stock-Comm Services | 2.26% | -0.57% | -0.59% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.21% | -0.06% | +1.76% | |
| 11 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.13% | -0.22% | +5.38% | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.08% | -0.22% | +2.50% | |
| 13 | MBB | Ishares Mbs ETF | ETF-Other | 1.98% | -0.17% | +21.38% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.98% | -0.14% | +1.68% | |
| 15 | CLS | Celestica Inc | Stock-Tech | 1.79% | +0.22% | -14.88% | |
| 16 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.77% | +0.14% | +0.80% | |
| 17 | VRP | Invesco Variable Rate Prefer | ETF-Other | 1.62% | -0.13% | +2.76% | |
| 18 | VST | Vistra CORP | Stock-Utilities | 1.61% | -0.09% | -3.83% | |
| 19 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.40% | -0.10% | +9.94% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.28% | -0.17% | -1.36% | |
| 21 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 1.20% | — | -0.61% | |
| 22 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.13% | -0.11% | +1.20% | |
| 23 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.12% | -0.37% | +2.10% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.10% | -0.11% | +4.79% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.05% | +0.50% | +4.24% | |
| 26 | EME | Emcor Group Inc | Stock-Industrials | 1.01% | -0.02% | -18.93% | |
| 27 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.99% | -0.03% | +5.53% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.97% | -0.18% | +1.45% | |
| 29 | AZO | Autozone Inc | Stock-Consumer Disc | 0.88% | -0.12% | EXIT | |
| 30 | COR | Cencora Inc | Stock-Healthcare | 0.84% | -0.18% | -2.46% | |
| 31 | IAU | Ishares Gold Trust | ETF-Commodities | 0.84% | -0.22% | -1.54% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.84% | -0.07% | +4.24% | |
| 33 | WELL | Welltower Inc | Stock-Real Estate | 0.82% | +0.03% | -2.68% | |
| 34 | GD | General Dynamics CORP | Stock-Industrials | 0.81% | +0.01% | +65.64% | |
| 35 | EHC | Encompass Health CORP | Stock-Healthcare | 0.79% | — | -0.71% | |
| 36 | NOW | Servicenow Inc | Stock-Tech | 0.76% | -0.05% | -0.36% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | -0.30% | +4.50% | |
| 38 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 0.75% | -0.26% | -0.54% | |
| 39 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.62% | +0.20% | -0.63% | |
| 40 | KLAC | Kla CORP | Stock-Tech | 0.61% | +0.61% | -2.11% | |
| 41 | EXEL | Exelixis Inc | Stock-Healthcare | 0.59% | +0.12% | +61.43% | |
| 42 | IBOC | International Bancshares Crp | Stock-Other | 0.56% | -0.01% | -4.13% | |
| 43 | LRN | Stride Inc | Stock-Consumer Staples | 0.56% | -0.07% | EXIT | |
| 44 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.55% | +1.04% | +27.21% | |
| 45 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.54% | -0.05% | -0.96% | |
| 46 | DE | Deere & Co | Stock-Industrials | 0.53% | +0.01% | -0.69% | |
| 47 | HESM | Hess Midstream LP - Class A | Stock-Other | 0.53% | -0.08% | +2.71% | |
| 48 | AXS | AXIS Capital Holdings Limited | Stock-Financials | 0.50% | — | -0.27% | |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | -0.01% | -3.77% | |
| 50 | FSLR | First Solar Inc | Stock-Tech | 0.47% | +0.02% | -1.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | +0.52% | Trim |
| 2 | AVGO | Broadcom Inc | +1.3% | -3.77% | Trim |
| 3 | CLS | Celestica Inc | +1% | -14.88% | Trim |
| 4 | GDX | Vaneck Gold Miners ETF | +0.5% | +2.10% | Add |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.5% | +1.76% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.10% | Trim |
| 7 | GD | General Dynamics CORP | +0.4% | +65.64% | Add |
| 8 | MSFT | Microsoft CORP | +0.4% | +1.85% | Trim |
| 9 | XOM | Exxon Mobil CORP | +0.4% | +4.50% | Add |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +4.24% | Add |
| 11 | GS | Goldman Sachs Group Inc | +0.3% | +0.80% | Add |
| 12 | LRN | Stride Inc | +0.3% | -1.42% | Add |
| 13 | VST | Vistra CORP | +0.3% | -3.83% | Trim |
| 14 | EXEL | Exelixis Inc | +0.3% | +61.43% | Add |
| 15 | PJT | Pjt Partners Inc - A | +0.2% | -0.52% | Add |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | +9.94% | Add |
| 17 | PANW | Palo Alto Networks Inc | +0.2% | +27.21% | Add |
| 18 | FSLR | First Solar Inc | +0.2% | -1.05% | Add |
| 19 | ✓ | Cyberark Software LTD. Cmn | +0.2% | -0.61% | Trim |
| 20 | ETN | Eaton Corporation plc | +0.2% | +3.48% | Add |
| 21 | META | Meta Platforms Inc-class A | +0.2% | +4.79% | Add |
| 22 | JPM | Jpmorgan Chase & Co | +0.2% | -0.80% | Trim |
| 23 | IAU | Ishares Gold Trust | +0.1% | -1.54% | Add |
| 24 | GILD | Gilead Sciences Inc | +0.1% | +1.45% | Add |
| 25 | HIG | Hartford Insurance Group Inc | +0.1% | +134.76% | Add |
| 26 | NFLX | Netflix Inc | +0.1% | -0.59% | Trim |
| 27 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | +0.1% | +5.53% | Add |
| 28 | KLAC | Kla CORP | +0.1% | -2.11% | Trim |
| 29 | EME | Emcor Group Inc | +0.1% | -18.93% | Trim |
| 30 | ENSG | Ensign Group Inc/the | +0.1% | -0.54% | Trim |
| 31 | AZO | Autozone Inc | +0.1% | -0.80% | Add |
| 32 | MBB | Ishares Mbs ETF | 0% | +21.38% | Add |
| 33 | AMZN | Amazon.com Inc | 0% | +1.03% | Add |
| 34 | GLD | Spdr Gold Shares | -0.1% | -2.39% | Trim |
| 35 | AAPL | Apple Inc | -0.2% | +2.07% | Add |
| 36 | KD | Kyndryl Holdings Inc | -0.3% | -77.29% | Trim |
| 37 | APO | Apollo Global Management Inc | -0.3% | -1.14% | Trim |
| 38 | HLT | Hilton Worldwide Holdings In | -0.3% | — | Trim |
| 39 | MAR | Marriott International -cl A | -0.4% | -24.67% | Trim |
| 40 | TMO | Thermo Fisher Scientific Inc | -0.5% | -0.96% | Trim |
| 41 | EOG | Eog Resources Inc | -0.6% | -0.40% | Trim |
| 42 | UNH | Unitedhealth Group Inc | -0.6% | -12.09% | Trim |
| 43 | INGR | Ingredion Inc | -0.7% | -86.34% | Trim |
| 44 | PFF | Ishares Preferred & Income S | -2.1% | -8.08% | Trim |
| 45 | VRP | Invesco Variable Rate Prefer | — | NEW | New buy |
| 46 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | — | EXIT | Sold out |
| 48 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 49 | SCHF | Schwab Intl Equity ETF | — | EXIT | Sold out |
| 50 | UNM | Unum Group | — | EXIT | Sold out |
According to official SEC Form 13F filings, Westover Capital Advisors, LLC reported a total U.S. public equity portfolio value of $601.9M across 217 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, GOOGL) accounted for 19.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
VRP
市值: $8.8M
Top Position Liquidated / Trimmed
VTEB
前期市值: $4.3M
During Q3 2025, Westover Capital Advisors, LLC's top holdings by market value included AAPL (5.2%)、NVDA (5.2%)、GOOGL (3.8%). The largest single position, AAPL, represented 5.2% of total portfolio value.
In Q3 2025, Westover Capital Advisors, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 22 positions, trimming 22 holdings, and fully liquidating 4 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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