Westover Capital Advisors, LLC Purchases in Q1 2025

Westover Capital Advisors, LLC

  • $440 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
366K
New
$25.69 - $26.89 $9.39M - $9.83M
366K $9.83M
FNDF
Schwab Fundamental Intl Large

ETFs
217K
New
$32.9 - $37.45 $7.13M - $8.12M
217K $7.84M
FNDE
Schwab Fundamental Emerging Mk

ETFs
126K
New
$28.11 - $32.0 $3.55M - $4.04M
126K $3.89M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
70.8K
+ 200.84%
$50.48 - $51.04 $3.58M - $3.62M
106K $5.38M
EHC
Encompass Health Corp

Healthcare
33.3K
New
$91.05 - $102.2 $3.03M - $3.4M
33.3K $3.37M
AXS
Axis Capital Holdings LTD

Financial Services
28.1K
New
$85.54 - $100.24 $2.4M - $2.81M
28.1K $2.81M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
57.1K
New
$34.58 - $45.97 $1.97M - $2.62M
57.1K $2.62M
EOG
Eog Resources Inc

Energy
15.8K
+ 101.07%
$120.54 - $138.05 $1.91M - $2.19M
31.5K $4.04M
CORT
Corcept Therapeutics Inc

Healthcare
5.43K
+ 34.84%
$49.85 - $114.22 $271K - $620K
21K $2.4M
AZO
Autozone Inc

Consumer Cyclical
312
+ 46.85%
$3193.96 - $3828.11 $997K - $1.19M
978 $3.73M
SCHO
Schwab Short Term Us Treasury

ETFs
43.7K
+ 10.65%
$24.1 - $24.34 $1.05M - $1.06M
454K $11M
MBB
Ishares Tr

ETFs
9.71K
+ 11.5%
$90.37 - $94.08 $878K - $914K
94.2K $8.83M
FTNT
Fortinet, Inc.

Technology
9.13K
New
$92.49 - $114.57 $845K - $1.05M
9.13K $879K
GILD
Gilead Sciences, Inc.

Healthcare
6.89K
New
$89.14 - $117.41 $614K - $809K
6.89K $771K
IAU
Ishares Gold Trust

ETFs
3.76K
+ 7.51%
$49.74 - $58.96 $187K - $222K
53.8K $3.17M
ABC
Amerisourcebergen Corp

Healthcare
3.57K
+ 31.61%
N/A
14.9K $2.75M
WMT
Walmart Inc.

Consumer Defensive
8.41K
+ 20.31%
$84.5 - $105.05 $711K - $883K
49.8K $4.37M
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
51.2K
New
$9.68 - $16.7 $496K - $856K
51.2K $549K
HESM
Hess Midstream LP

Energy
1.26K
+ 1.53%
$37.59 - $43.88 $47.3K - $55.2K
83.8K $3.54M
APO
Apollo Global Management, Inc.

Financial Services
5.23K
+ 54.68%
$126.01 - $172.06 $659K - $899K
14.8K $2.02M
CRM
Salesforce, Inc.

Technology
2.17K
+ 97.93%
$268.36 - $359.95 $583K - $782K
4.39K $1.18M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.92K
New
$92.45 - $106.69 $362K - $418K
3.92K $363K
LRN
Stride, Inc.

Consumer Defensive
1.45K
+ 18.75%
$106.34 - $142.28 $154K - $206K
9.15K $1.16M
APP
App Lovin Corp

Technology
1.31K
New
$238.08 - $510.13 $313K - $670K
1.31K $348K
FISV
Fiserv Inc

Technology
2.6K
+ 28.64%
N/A
11.7K $1.46M
KR
Kroger CO

Consumer Defensive
4.59K
New
$58.36 - $67.72 $268K - $311K
4.59K $310K
FSLR
First Solar, Inc.

Technology
4.57K
+ 84.83%
$126.34 - $197.73 $577K - $904K
9.96K $1.26M
GS
Goldman Sachs Group Inc

Financial Services
1.07K
+ 9.94%
$524.81 - $672.19 $562K - $719K
11.8K $6.47M
AIQ
Global X Funds Global X Artifi

ETFs
7.52K
New
$36.38 - $42.77 $274K - $322K
7.52K $273K
VRT
Vertiv Holdings CO

Industrials
3.08K
+ 34.5%
N/A
12K $1.04M
MCK
Mckesson Corp

Healthcare
370
New
$566.21 - $672.99 $209K - $249K
370 $249K
ETR
Entergy Corp

Utilities
2.4K
+ 66.67%
$75.26 - $87.89 $181K - $211K
6K $512K
GD
General Dynamics Corp

Industrials
660
+ 12.13%
$241.94 - $272.58 $160K - $180K
6.1K $1.66M
MCO
Moodys Corp

Financial Services
490
New
$437.8 - $527.48 $215K - $258K
490 $228K
IVE
Ishares S&P 500 Value ETF

ETFs
1.13K
New
$185.78 - $198.58 $211K - $225K
1.13K $216K
EWBC
East West Bancorp Inc

Financial Services
2.33K
New
$84.35 - $103.91 $196K - $242K
2.33K $208K
D
Dominion Energy, Inc

Utilities
3.7K
New
$52.85 - $57.43 $196K - $212K
3.7K $207K
CMCSA
Comcast Corp

Communication Services
5.48K
New
$33.19 - $38.23 $182K - $209K
5.48K $202K
SYK
Stryker Corp

Healthcare
500
+ 75.19%
$355.18 - $399.9 $178K - $200K
1.17K $433K
VTI
Vanguard Total Stock Market Et

ETFs
753
+ 38.26%
$271.18 - $303.12 $204K - $228K
2.72K $747K
META
Meta Platforms, Inc.

Communication Services
466
+ 6.82%
$576.36 - $736.67 $269K - $343K
7.3K $4.21M
JNJ
Johnson & Johnson

Healthcare
184
+ 3.08%
$142.06 - $167.7 $26.1K - $30.9K
6.17K $1.02M
ABT
Abbott Laboratories

Healthcare
13
+ 0.17%
$111.1 - $140.22 $1.44K - $1.82K
7.7K $1.02M
CVX
Chevron Corp

Energy
33
+ 0.54%
$146.71 - $167.97 $4.84K - $5.54K
6.09K $1.02M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
1.86K
+ 58.68%
$93.57 - $120.35 $174K - $223K
5.02K $479K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.6K
+ 24.44%
$165.25 - $224.62 $594K - $808K
18.3K $3.04M
CAH
Cardinal Health Inc

Healthcare
665
+ 37.78%
$118.02 - $137.77 $78.5K - $91.6K
2.43K $334K
ASML
Asml Holding Nv

Technology
283
+ 12.04%
$662.63 - $776.99 $188K - $220K
2.63K $1.75M
PJT
Pjt Partners Inc.

Financial Services
1.06K
+ 61.12%
$135.97 - $177.59 $144K - $188K
2.8K $385K
Activity Summary
Buys All Purchases 89 New Holdings 20 Increased Positions 69 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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