Westover Capital Advisors, LLC
CIK: 0001483467SEC EDGAR →
Portfolio Value
$549.0M
Holdings
230
As of
Q4 2025
New Positions
16
Closed Positions
23
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 110,385 | $30.0M | 5.46% |
| 2 | NVIDIA CORPORATION | 148,039 | $27.0M | 4.92% |
| 3 | ALPHABET INC | 83,844 | $26.0M | 4.74% |
| 4 | MICROSOFT CORP | 39,618 | $19.0M | 3.46% |
| 5 | SPDR GOLD TR | 48,323 | $19.0M | 3.46% |
| 6 | BROADCOM INC | 54,879 | $18.0M | 3.28% |
| 7 | AMAZON COM INC | 71,786 | $16.0M | 2.91% |
| 8 | JPMORGAN CHASE & CO. | 43,153 | $13.0M | 2.37% |
| 9 | SCHWAB STRATEGIC TR | 279,246 | $12.0M | 2.19% |
| 10 | SCHWAB STRATEGIC TR | 488,649 | $11.0M | 2.00% |
Quarterly Changes
New Positions (22)
$2.0M · 17K shares
$1.0M · 32K shares
$1.0M · 50K shares
$1.0M · 62K shares
$0 · 4K shares
$0 · 4K shares
$0 · 5K shares
$0 · 6K shares
$0 · 15K shares
$0 · 19K shares
$0 · 4K shares
$0 · 11K shares
$0 · 953 shares
$0 · 2K shares
$0 · 7K shares
$0 · 3K shares
$0 · 9K shares
$0 · 8K shares
$0 · 1K shares
$0 · 5K shares
$0 · 6K shares
$0 · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 68 | $134.0M | 30.4% |
| Technology | 32 | $131.0M | 29.7% |
| Communication Services | 7 | $41.0M | 9.3% |
| Consumer Cyclical | 24 | $30.0M | 6.8% |
| Unknown | 10 | $28.0M | 6.3% |
| Industrials | 23 | $23.0M | 5.2% |
| Healthcare | 27 | $17.0M | 3.9% |
| Consumer Defensive | 5 | $15.0M | 3.4% |
| Energy | 17 | $11.0M | 2.5% |
| Utilities | 7 | $6.0M | 1.4% |
| Real Estate | 3 | $5.0M | 1.1% |
| Basic Materials | 7 | $0 | 0.0% |