Westover Capital Advisors, LLC Portfolio Holdings

Westover Capital Advisors, LLC

  • $485 Million
  • Q2 2025

Westover Capital Advisors, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $485 Million distributed in 224 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $23.5M, Apple Inc. with a value of $22.3M, Microsoft Corp with a value of $19.2M, Broadcom Inc. with a value of $17M, and Spdr Gold Trust with a value of $15.8M.

Examining the 13F form we can see an increase of $44.5M in the current position value, from $440M to 485M.

Westover Capital Advisors, LLC is based out at Wilmington, DE

Below you can find more details about Westover Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $485 Million
Technology: $122 Million
ETFs: $118 Million
Financial Services: $50.9 Million
Communication Services: $39.7 Million
Consumer Cyclical: $33.4 Million
Healthcare: $31.9 Million
Industrials: $29.7 Million
Consumer Defensive: $21.7 Million
Other: $37.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$23.5 Million 4.85% of portfolio
148,725
Q2 2025 Reduced 1.03%
$3.69T
$22.3 Million 4.59% of portfolio
108,482
Q2 2025 Reduced 0.47%
$3.95T
$19.2 Million 3.96% of portfolio
38,640
Q2 2025 Reduced 4.5%
$127B
$17 Million 3.5% of portfolio
61,586
Q2 2025 Reduced 1.98%
$106B
$15.8 Million 3.26% of portfolio
51,878
Q2 2025 Reduced 2.05%
$2.26T
$15.6 Million 3.21% of portfolio
70,926
Q2 2025 Added 1.89%
$1.21T
$15 Million 3.08% of portfolio
84,834
Q2 2025 Reduced 13.72%
$545B
$13.8 Million 2.84% of portfolio
10,269
Q2 2025 Reduced 0.15%
$859B
$13.2 Million 2.71% of portfolio
45,400
Q2 2025 Reduced 0.32%
$0
$11 Million 2.26% of portfolio
273,923
Q2 2025 Added 26.35%
$0
$11 Million 2.26% of portfolio
449,523
Q2 2025 Reduced 0.93%
$0
$10.8 Million 2.22% of portfolio
209,536
Q2 2025 Reduced 2.3%
$0
$10.4 Million 2.15% of portfolio
389,974
Q2 2025 Added 6.64%
$87.2B
$8.94 Million 1.84% of portfolio
46,102
Q2 2025 Reduced 9.44%
$0
$8.71 Million 1.8% of portfolio
92,820
Q2 2025 Reduced 1.45%
$254B
$8.43 Million 1.74% of portfolio
11,907
Q2 2025 Added 0.61%
$439B
$7.51 Million 1.55% of portfolio
7,582
Q2 2025 Reduced 1.93%
$0
$6.86 Million 1.41% of portfolio
135,181
Q2 2025 Added 27.4%
$0
$6.03 Million 1.24% of portfolio
199,669
Q2 2025 Reduced 0.68%
$1.78T
$5.68 Million 1.17% of portfolio
7,696
Q2 2025 Added 5.45%
$30.2B
$5.53 Million 1.14% of portfolio
10,340
Q2 2025 Reduced 7.15%
$17B
$5.48 Million 1.13% of portfolio
13,466
Q2 2025 Reduced 1.15%
$281B
$4.9 Million 1.01% of portfolio
50,062
Q2 2025 Added 0.51%
$0
$4.63 Million 0.96% of portfolio
140,391
Q2 2025 Added 11.24%
$172B
$4.61 Million 0.95% of portfolio
4,482
Q2 2025 Added 3.32%
$1.27T
$4.4 Million 0.91% of portfolio
19,441
Q2 2025 Added 6.15%
$0
$4.25 Million 0.88% of portfolio
40,702
Q2 2025 New
$75.9B
$4.17 Million 0.86% of portfolio
1,123
Q2 2025 Added 14.83%
$11.8B
$4.13 Million 0.85% of portfolio
33,713
Q2 2025 Added 1.34%
$0
$4.03 Million 0.83% of portfolio
77,353
Q2 2025 Added 35.5%
$76.4B
$3.94 Million 0.81% of portfolio
25,639
Q2 2025 Reduced 11.07%
$53.5B
$3.94 Million 0.81% of portfolio
63,194
Q2 2025 Added 17.47%
$442B
$3.71 Million 0.76% of portfolio
34,408
Q2 2025 Added 151.48%
$9.07B
$3.63 Million 0.75% of portfolio
23,558
Q2 2025 Reduced 0.64%
$6.71B
$3.6 Million 0.74% of portfolio
85,689
Q2 2025 Added 51.11%
$314B
$3.36 Million 0.69% of portfolio
14,100
Q2 2025 Added 6.45%
$153B
$3.24 Million 0.67% of portfolio
6,362
Q2 2025 Added 11.99%
$8.3B
$3.1 Million 0.64% of portfolio
22,888
Q2 2025 Reduced 5.51%
$1.84B
$3.1 Million 0.64% of portfolio
80,430
Q2 2025 Reduced 3.99%
$4.41B
$3.07 Million 0.63% of portfolio
46,098
Q2 2025 Reduced 4.41%
$6.77B
$2.97 Million 0.61% of portfolio
20,463
Q2 2025 Added 123.64%
$8.21B
$2.95 Million 0.61% of portfolio
28,401
Q2 2025 Added 1.23%
$302B
$2.91 Million 0.6% of portfolio
20,344
Q2 2025 Added 233.95%
$133B
$2.8 Million 0.58% of portfolio
3,129
Q2 2025 Reduced 1.94%
$38.4B
$2.75 Million 0.57% of portfolio
14,861
Q2 2025 Reduced 0.12%
$0
$2.61 Million 0.54% of portfolio
35,931
Q2 2025 Added 0.39%
$187B
$2.46 Million 0.51% of portfolio
6,065
Q2 2025 Reduced 36.23%
$17.7B
$2.35 Million 0.48% of portfolio
30,494
Q2 2025 Added 8.88%
$52.5B
$2.33 Million 0.48% of portfolio
11,392
Q2 2025 Added 18.51%

Summary

  • Portfolio
  • No. of Stocks 224
  • Current Value $485 Million
  • Prior Value $440 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 100 stocks
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