The Analysis of Westover Capital Advisors, LLC's Holdings
Currently, Westover Capital Advisors, LLC holds 217 types of securities in its portfolio with a total value $540.7M. In the most recent quarter, they have increased their positions in MBB (+19.8K shares, valued at $1.9M), GD (+5.1K shares, valued at $1.7M), EXEL (+29.3K shares, valued at $1.2M); decreased their positions in INGR (-19.8K shares, valued at $2.4M), KD (-66.2K shares, valued at $2.0M), CLS (-6.9K shares, valued at $1.7M); initiated new positions in EBAY (+9.6K shares, valued at $868.8K), REVG (+14.0K shares, valued at $794.9K), FCNCA (+388 shares, valued at $694.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC110.7K shares2.07%2025-09-302025-11-06
NVDA NVIDIA CORPORATION149.5K shares0.52%2025-09-302025-11-06 GOOGL ALPHABET INC84.9K shares0.10%2025-09-302025-11-06 MSFT MICROSOFT CORP39.4K shares1.85%2025-09-302025-11-06 AVGO BROADCOM INC59.3K shares-3.77%2025-09-302025-11-06 GLD SPDR GOLD TR50.6K shares-2.39%2025-09-302025-11-06 AMZN AMAZON COM INC71.7K shares1.03%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.45.0K shares-0.80%2025-09-302025-11-06 NFLX NETFLIX INC10.2K shares-0.59%2025-09-302025-11-06 FNDF SCHWAB STRATEGIC TR278.7K shares1.76%2025-09-302025-11-06 USIG ISHARES TR220.8K shares5.38%2025-09-302025-11-06 SCHO SCHWAB STRATEGIC TR460.7K shares2.50%2025-09-302025-11-06 MBB ISHARES TR112.7K shares21.38%2025-09-302025-11-06 SCHP SCHWAB STRATEGIC TR396.5K shares1.68%2025-09-302025-11-06 CLS CELESTICA INC39.3K shares-14.88%2025-09-302025-11-06 GS GOLDMAN SACHS GROUP INC12.0K shares0.80%2025-09-302025-11-06 VRP INVESCO EXCH TRADED FD TR II354.6K shares2.76%2025-09-302025-11-06 VST VISTRA CORP44.3K shares-3.83%2025-09-302025-11-06 JAAA JANUS DETROIT STR TR148.6K shares9.94%2025-09-302025-11-06 COST COSTCO WHSL CORP NEW7.5K shares-1.36%2025-09-302025-11-06 CYBR CYBERARK SOFTWARE LTD13.4K shares-0.61%2025-09-302025-11-06 SPSB SPDR SERIES TRUST202.1K shares1.20%2025-09-302025-11-06 GDX VANECK ETF TRUST79.0K shares2.10%2025-09-302025-11-06 META META PLATFORMS INC8.1K shares4.79%2025-09-302025-11-06 TSM TAIWAN SEMICONDUCTOR MFG LTD20.3K shares4.24%2025-09-302025-11-06 EME EMCOR GROUP INC8.4K shares-18.93%2025-09-302025-11-06 FNDE SCHWAB STRATEGIC TR148.2K shares5.53%2025-09-302025-11-06 WMT WALMART INC50.8K shares1.45%2025-09-302025-11-06 AZO AUTOZONE INC1.1K shares-0.80%2025-09-302025-11-06 COR CENCORA INC14.5K shares-2.46%2025-09-302025-11-06 IAU ISHARES GOLD TR62.2K shares-1.54%2025-09-302025-11-06 MUB ISHARES TR42.4K shares4.24%2025-09-302025-11-06 WELL WELLTOWER INC25.0K shares-2.68%2025-09-302025-11-06 GD GENERAL DYNAMICS CORP12.9K shares65.64%2025-09-302025-11-06 EHC ENCOMPASS HEALTH CORP33.5K shares-0.71%2025-09-302025-11-06 NOW SERVICENOW INC4.5K shares-0.36%2025-09-302025-11-06 XOM EXXON MOBIL CORP36.0K shares4.50%2025-09-302025-11-06 ENSG ENSIGN GROUP INC23.4K shares-0.54%2025-09-302025-11-06 TMUS T-MOBILE US INC14.0K shares-0.63%2025-09-302025-11-06 KLAC KLA CORP3.1K shares-2.11%2025-09-302025-11-06 EXEL EXELIXIS INC77.0K shares61.43%2025-09-302025-11-06 IBOC INTERNATIONAL BANCSHARES COR44.2K shares-4.13%2025-09-302025-11-06 LRN STRIDE INC20.2K shares-1.42%2025-09-302025-11-06 PANW PALO ALTO NETWORKS INC14.5K shares27.21%2025-09-302025-11-06 TMO THERMO FISHER SCIENTIFIC INC6.0K shares-0.96%2025-09-302025-11-06 DE DEERE & CO6.3K shares-0.69%2025-09-302025-11-06 HESM HESS MIDSTREAM LP82.6K shares2.71%2025-09-302025-11-06 AXS AXIS CAP HLDGS LTD28.3K shares-0.27%2025-09-302025-11-06 SPYM SPDR SERIES TRUST34.6K shares-3.77%2025-09-302025-11-06 FSLR FIRST SOLAR INC11.6K shares-1.05%2025-09-302025-11-06 ASML ASML HOLDING N V2.6K shares-0.68%2025-09-302025-11-06 CAT CATERPILLAR INC4.7K shares0.00%2025-09-302025-11-06 USFD US FOODS HLDG CORP28.8K shares-5.53%2025-09-302025-11-06 J JACOBS SOLUTIONS INC14.7K shares-1.32%2025-09-302025-11-06 CASY CASEYS GEN STORES INC3.8K shares17.06%2025-09-302025-11-06 PWR QUANTA SVCS INC5.1K shares-6.58%2025-09-302025-11-06 GOOG ALPHABET INC8.5K shares0.00%2025-09-302025-11-06 ABBV ABBVIE INC8.8K shares-1.12%2025-09-302025-11-06 V VISA INC5.8K shares6.52%2025-09-302025-11-06 NDAQ NASDAQ INC21.0K shares-0.19%2025-09-302025-11-06 CVX CHEVRON CORP NEW11.8K shares-41.78%2025-09-302025-11-06 BKNG BOOKING HOLDINGS INC330 shares-0.30%2025-09-302025-11-06 PJT PJT PARTNERS INC9.7K shares-0.52%2025-09-302025-11-06 CORT CORCEPT THERAPEUTICS INC20.5K shares-1.04%2025-09-302025-11-06 GILD GILEAD SCIENCES INC15.3K shares1.45%2025-09-302025-11-06 EOG EOG RES INC15.1K shares-0.40%2025-09-302025-11-06 MEDP MEDPACE HLDGS INC3.2K shares-1.11%2025-09-302025-11-06 BSX BOSTON SCIENTIFIC CORP15.9K shares8.79%2025-09-302025-11-06 VB VANGUARD INDEX FDS6.0K shares-0.12%2025-09-302025-11-06 MLI MUELLER INDS INC15.2K shares-6.47%2025-09-302025-11-06 FDX FEDEX CORP6.5K shares-0.89%2025-09-302025-11-06 RTX RTX CORPORATION9.0K shares-0.03%2025-09-302025-11-06 SMLF ISHARES TR19.9K shares-1.30%2025-09-302025-11-06 KKR KKR & CO INC11.1K shares0.00%2025-09-302025-11-06 SCHW SCHWAB CHARLES CORP15.1K shares60.73%2025-09-302025-11-06 LLY ELI LILLY & CO1.9K shares-5.99%2025-09-302025-11-06 HIG HARTFORD INSURANCE GROUP INC10.7K shares134.76%2025-09-302025-11-06 HD HOME DEPOT INC3.5K shares-1.48%2025-09-302025-11-06 TSCO TRACTOR SUPPLY CO24.1K shares0.00%2025-09-302025-11-06 PLTR PALANTIR TECHNOLOGIES INC7.3K shares0.69%2025-09-302025-11-06 ICLR ICON PLC7.5K shares-1.49%2025-09-302025-11-06 MPWR MONOLITHIC PWR SYS INC1.4K shares-1.66%2025-09-302025-11-06 ETN EATON CORP PLC3.5K shares3.48%2025-09-302025-11-06 WCN WASTE CONNECTIONS INC7.2K shares-18.12%2025-09-302025-11-06 AMAT APPLIED MATLS INC6.1K shares0.00%2025-09-302025-11-06 WM WASTE MGMT INC DEL5.7K shares-1.52%2025-09-302025-11-06 APP APPLOVIN CORP1.7K shares28.04%2025-09-302025-11-06 LNG CHENIERE ENERGY INC5.2K shares-0.95%2025-09-302025-11-06 MS MORGAN STANLEY7.5K shares0.00%2025-09-302025-11-06 BX BLACKSTONE INC7.0K shares0.00%2025-09-302025-11-06 DECK DECKERS OUTDOOR CORP11.8K shares-0.46%2025-09-302025-11-06 GLW CORNING INC14.5K shares0.00%2025-09-302025-11-06 VRT VERTIV HOLDINGS CO7.6K shares2.27%2025-09-302025-11-06 JNJ JOHNSON & JOHNSON6.0K shares0.00%2025-09-302025-11-06 RSI RUSH STREET INTERACTIVE INC54.5K shares-5.22%2025-09-302025-11-06 EGP EASTGROUP PPTYS INC6.5K shares-0.53%2025-09-302025-11-06 LRCX LAM RESEARCH CORP8.0K shares0.00%2025-09-302025-11-06 CRWD CROWDSTRIKE HLDGS INC2.2K shares5.32%2025-09-302025-11-06 CMI CUMMINS INC2.4K shares-5.01%2025-09-302025-11-06 ABT ABBOTT LABS7.5K shares-0.92%2025-09-302025-11-06 MA MASTERCARD INCORPORATED1.7K shares39.04%2025-09-302025-11-06 FBTC FIDELITY WISE ORIGIN BITCOIN9.5K shares0.00%2025-09-302025-11-06 MCD MCDONALDS CORP3.1K shares-0.86%2025-09-302025-11-06 FBP FIRST BANCORP P R41.7K shares6.07%2025-09-302025-11-06 RY ROYAL BK CDA6.2K shares-1.58%2025-09-302025-11-06 BAC BANK AMERICA CORP17.3K shares-0.75%2025-09-302025-11-06 MPLX MPLX LP17.8K shares0.00%2025-09-302025-11-06 EBAY EBAY INC.9.6K sharesnew addition2025-09-302025-11-06 WFC WELLS FARGO CO NEW10.2K shares13.26%2025-09-302025-11-06 CEG CONSTELLATION ENERGY CORP2.4K shares-0.16%2025-09-302025-11-06 REVG REV GROUP INC14.0K sharesnew addition2025-09-302025-11-06 IYW ISHARES TR4.0K shares0.00%2025-09-302025-11-06 MAR MARRIOTT INTL INC NEW2.9K shares-24.67%2025-09-302025-11-06 SUB ISHARES TR7.0K shares0.00%2025-09-302025-11-06 UNH UNITEDHEALTH GROUP INC2.2K shares-12.09%2025-09-302025-11-06 CAH CARDINAL HEALTH INC4.7K shares11.29%2025-09-302025-11-06 GEV GE VERNOVA INC1.2K shares0.00%2025-09-302025-11-06 TPL TEXAS PACIFIC LAND CORPORATI765 shares0.00%2025-09-302025-11-06 STLD STEEL DYNAMICS INC5.1K shares-1.16%2025-09-302025-11-06 FCNCA FIRST CTZNS BANCSHARES INC D388 sharesnew addition2025-09-302025-11-06 APO APOLLO GLOBAL MGMT INC5.2K shares-1.14%2025-09-302025-11-06 STIP ISHARES TR6.5K shares-4.21%2025-09-302025-11-06 AMGN AMGEN INC2.4K shares-3.29%2025-09-302025-11-06 WMB WILLIAMS COS INC10.2K shares0.00%2025-09-302025-11-06 SNPS SYNOPSYS INC1.3K shares-47.82%2025-09-302025-11-06 HSBC HSBC HLDGS PLC8.9K shares4.07%2025-09-302025-11-06 AFL AFLAC INC5.5K shares0.00%2025-09-302025-11-06 VTI VANGUARD INDEX FDS1.9K shares-31.28%2025-09-302025-11-06 TSLA TESLA INC1.4K shares-1.43%2025-09-302025-11-06 UBER UBER TECHNOLOGIES INC6.2K shares0.00%2025-09-302025-11-06 CRM SALESFORCE INC2.6K shares-0.93%2025-09-302025-11-06 DKS DICKS SPORTING GOODS INC2.7K shares0.00%2025-09-302025-11-06 MPC MARATHON PETE CORP3.1K shares0.00%2025-09-302025-11-06 OKE ONEOK INC NEW8.1K shares0.00%2025-09-302025-11-06 KD KYNDRYL HLDGS INC19.5K shares-77.29%2025-09-302025-11-06 ANET ARISTA NETWORKS INC4.0K shares0.00%2025-09-302025-11-06 XLU SELECT SECTOR SPDR TR6.6K shares0.00%2025-09-302025-11-06 PNC PNC FINL SVCS GROUP INC2.8K shares-1.05%2025-09-302025-11-06 SPG SIMON PPTY GROUP INC NEW3.0K shares0.00%2025-09-302025-11-06 ETR ENTERGY CORP NEW6.0K shares0.00%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares-2.31%2025-09-302025-11-06 TXN TEXAS INSTRS INC3.0K shares0.00%2025-09-302025-11-06 MTB M & T BK CORP2.6K shares0.00%2025-09-302025-11-06 TOL TOLL BROTHERS INC3.7K shares0.00%2025-09-302025-11-06 AZN ASTRAZENECA PLC6.6K sharesnew addition2025-09-302025-11-06 BABA ALIBABA GROUP HLDG LTD2.8K shares0.00%2025-09-302025-11-06 PEP PEPSICO INC3.6K shares49.45%2025-09-302025-11-06 BA BOEING CO2.2K sharesnew addition2025-09-302025-11-06 IVW ISHARES TR3.9K shares0.00%2025-09-302025-11-06 AXP AMERICAN EXPRESS CO1.4K shares-5.53%2025-09-302025-11-06 ACGL ARCH CAP GROUP LTD5.1K shares-2.57%2025-09-302025-11-06 TFC TRUIST FINL CORP10.0K shares0.00%2025-09-302025-11-06 EPD ENTERPRISE PRODS PARTNERS L14.6K shares0.00%2025-09-302025-11-06 HON HONEYWELL INTL INC2.1K shares-1.06%2025-09-302025-11-06 FIX COMFORT SYS USA INC526 shares6.48%2025-09-302025-11-06 SYK STRYKER CORPORATION1.2K shares0.00%2025-09-302025-11-06 QRVO QORVO INC4.7K shares0.00%2025-09-302025-11-06 TM TOYOTA MOTOR CORP2.2K shares0.00%2025-09-302025-11-06 NXPI NXP SEMICONDUCTORS N V1.9K shares98.10%2025-09-302025-11-06 EMR EMERSON ELEC CO3.2K shares0.00%2025-09-302025-11-06 C CITIGROUP INC4.1K shares3.79%2025-09-302025-11-06 BNS BANK NOVA SCOTIA HALIFAX6.4K shares31.96%2025-09-302025-11-06 RSG REPUBLIC SVCS INC1.8K shares0.00%2025-09-302025-11-06 GE GE AEROSPACE1.4K shares0.00%2025-09-302025-11-06 TPG TPG INC7.1K shares0.00%2025-09-302025-11-06 UFPI UFP INDUSTRIES INC4.3K shares-11.32%2025-09-302025-11-06 IWM ISHARES TR1.6K shares0.00%2025-09-302025-11-06 PAA PLAINS ALL AMERN PIPELINE L23.0K shares0.00%2025-09-302025-11-06 SPOT SPOTIFY TECHNOLOGY S A560 shares0.00%2025-09-302025-11-06 INGR INGREDION INC3.1K shares-86.34%2025-09-302025-11-06 COF CAPITAL ONE FINL CORP1.8K sharesnew addition2025-09-302025-11-06 AIQ GLOBAL X FDS7.6K shares0.16%2025-09-302025-11-06 FCX FREEPORT-MCMORAN INC9.0K shares0.00%2025-09-302025-11-06 HLT HILTON WORLDWIDE HLDGS INC1.3K shares0.00%2025-09-302025-11-06 JQUA J P MORGAN EXCHANGE TRADED F5.4K shares-1.22%2025-09-302025-11-06 CM CANADIAN IMPERIAL BANK OF CO4.2K shares0.00%2025-09-302025-11-06 PH PARKER-HANNIFIN CORP442 shares-7.72%2025-09-302025-11-06 FNDX SCHWAB STRATEGIC TR12.7K shares0.05%2025-09-302025-11-06 WSFS WSFS FINL CORP6.2K shares0.00%2025-09-302025-11-06 ET ENERGY TRANSFER L P19.2K shares0.00%2025-09-302025-11-06 IWO ISHARES TR1.0K shares0.00%2025-09-302025-11-06 QCOM QUALCOMM INC1.9K shares0.00%2025-09-302025-11-06 PGR PROGRESSIVE CORP1.3K sharesnew addition2025-09-302025-11-06 NTRS NORTHERN TR CORP2.3K shares0.00%2025-09-302025-11-06 WES WESTERN MIDSTREAM PARTNERS L7.7K shares0.00%2025-09-302025-11-06 LWLG LIGHTWAVE LOGIC INC80.9K shares18.09%2025-09-302025-11-06 UBS UBS GROUP AG7.3K shares0.00%2025-09-302025-11-06 WST WEST PHARMACEUTICAL SVSC INC1.1K shares0.00%2025-09-302025-11-06 MCK MCKESSON CORP378 shares0.00%2025-09-302025-11-06 NEM NEWMONT CORP3.4K sharesnew addition2025-09-302025-11-06 GM GENERAL MTRS CO4.7K sharesnew addition2025-09-302025-11-06 CSCO CISCO SYS INC4.1K shares0.00%2025-09-302025-11-06 CTVA CORTEVA INC4.2K shares-0.48%2025-09-302025-11-06 VIK VIKING HOLDINGS LTD4.5K shares0.00%2025-09-302025-11-06 KMI KINDER MORGAN INC DEL9.5K shares0.00%2025-09-302025-11-06 TD TORONTO DOMINION BK ONT3.3K sharesnew addition2025-09-302025-11-06 WTFC WINTRUST FINL CORP2.0K shares0.00%2025-09-302025-11-06 ARM ARM HOLDINGS PLC1.8K shares0.00%2025-09-302025-11-06 ROAD CONSTRUCTION PARTNERS INC2.0K shares-82.85%2025-09-302025-11-06 XLB SELECT SECTOR SPDR TR2.8K shares0.00%2025-09-302025-11-06 KR KROGER CO3.7K shares-30.12%2025-09-302025-11-06 DUK DUKE ENERGY CORP NEW2.0K shares0.00%2025-09-302025-11-06 IBIT ISHARES BITCOIN TRUST ETF3.8K shares0.00%2025-09-302025-11-06 AGX ARGAN INC911 sharesnew addition2025-09-302025-11-06 COP CONOCOPHILLIPS2.6K shares-0.77%2025-09-302025-11-06 MMC MARSH & MCLENNAN COS INC1.2K shares-36.81%2025-09-302025-11-06 EXC EXELON CORP5.3K shares-1.55%2025-09-302025-11-06 IVE ISHARES TR1.1K shares0.00%2025-09-302025-11-06 DELL DELL TECHNOLOGIES INC1.6K sharesnew addition2025-09-302025-11-06 NMIH NMI HLDGS INC5.8K sharesnew addition2025-09-302025-11-06 EVRG EVERGY INC2.8K sharesnew addition2025-09-302025-11-06 RIO RIO TINTO PLC3.2K sharesnew addition2025-09-302025-11-06 TOST TOAST INC5.8K shares-1.20%2025-09-302025-11-06 CPRX CATALYST PHARMACEUTICALS INC10.6K shares-63.33%2025-09-302025-11-06 BR BROADRIDGE FINL SOLUTIONS IN875 shares0.00%2025-09-302025-11-06 MSGS MADISON SQUARE GRDN SPRT COR900 sharesnew addition2025-09-302025-11-06 PFF ISHARES TR6.3K shares-8.08%2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available