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
USFD
Us Foods Holding Corp.

Consumer Defensive
2.28K
+ 8.88%
$63.38 - $72.02 $145K - $164K
28K $1.83M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
18
+ 1.62%
$442.66 - $534.52 $7.97K - $9.62K
1.13K $599K
MCD
Mcdonalds Corp

Consumer Cyclical
23
+ 0.73%
$279.74 - $321.29 $6.43K - $7.39K
3.16K $986K
MMSI
Merit Medical Systems Inc

Healthcare
168
+ 2.56%
$95.64 - $110.29 $16.1K - $18.5K
6.73K $711K
HSBC
Hsbc Holdings PLC

Financial Services
200
+ 2.52%
$48.68 - $61.58 $9.74K - $12.3K
8.15K $468K
LNG
Cheniere Energy, Inc.

Energy
24
+ 0.58%
$209.32 - $253.66 $5.02K - $6.09K
4.14K $958K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
38
+ 2.06%
$208.48 - $244.03 $7.92K - $9.27K
1.88K $459K
MA
Mastercard Inc

Financial Services
55
+ 4.79%
$504.67 - $576.31 $27.8K - $31.7K
1.2K $659K
CSCO
Cisco Systems, Inc.

Technology
645
+ 18.47%
$58.74 - $64.87 $37.9K - $41.8K
4.14K $255K
XLE
Energy Sector Spdr

ETFs
13
+ 0.21%
$85.7 - $93.96 $1.11K - $1.22K
6.21K $580K
INTF
Ishares Tr

ETFs
731
+ 10.45%
$28.43 - $31.96 $20.8K - $23.4K
7.73K $238K
FNDX
Schwab Fundamental U S Large C

ETFs
1.64K
+ 14.31%
$23.03 - $25.01 $37.8K - $41.1K
13.1K $309K
PLD
Prologis, Inc.

Real Estate
154
+ 5.23%
$103.59 - $124.04 $16K - $19.1K
3.1K $346K
WDFC
Wd 40 CO

Basic Materials
100
+ 11.11%
$226.67 - $250.92 $22.7K - $25.1K
1K $244K
UFPI
Ufp Industries Inc

Basic Materials
450
+ 8.3%
$103.91 - $118.67 $46.8K - $53.4K
5.87K $628K
UBS
Ubs Group Ag

Financial Services
533
+ 7.3%
$30.28 - $35.78 $16.1K - $19.1K
7.83K $239K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
221
+ 4.11%
$55.41 - $60.74 $12.2K - $13.4K
5.6K $316K
LMT
Lockheed Martin Corp

Industrials
109
+ 10.7%
$423.19 - $506.29 $46.1K - $55.2K
1.13K $503K
IBOC
International Bancshares Corp

Financial Services
123
+ 0.26%
$60.62 - $67.91 $7.46K - $8.35K
48.2K $3.04M
CAT
Caterpillar Inc

Industrials
430
+ 10.13%
$326.75 - $407.63 $141K - $175K
4.68K $1.54M
Arista Networks Inc
164
+ 4.1%
N/A
4.16K $0
Celestica Inc
5.72K
+ 14.39%
N/A
45.5K $0
Ge Vernova Inc
25
+ 2.26%
N/A
1.13K $0
Fidelity Wise Origin Bitcoin
2.27K
+ 30.9%
N/A
9.6K $0
PH
Parker Hannifin Corp

Industrials
15
+ 3.14%
$591.65 - $707.05 $8.87K - $10.6K
493 $299K
CBT
Cabot Corp

Basic Materials
77
+ 3.16%
$81.12 - $92.51 $6.25K - $7.12K
2.51K $208K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
23
+ 0.2%
$51.3 - $56.76 $1.18K - $1.31K
11.7K $621K
AXP
American Express CO

Financial Services
62
+ 4.37%
$255.39 - $325.87 $15.8K - $20.2K
1.48K $398K
BAC
Bank Of America Corp

Financial Services
64
+ 0.37%
$39.61 - $47.74 $2.54K - $3.06K
17.5K $731K
EMR
Emerson Electric CO

Industrials
66
+ 2.06%
$108.64 - $131.17 $7.17K - $8.66K
3.27K $358K
CEG
Constellation Energy Corp

Utilities
12
+ 0.5%
$201.63 - $347.44 $2.42K - $4.17K
2.44K $491K
NVO
Novo Nordisk A S

Healthcare
264
+ 5.25%
$69.3 - $90.95 $18.3K - $24K
5.29K $367K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
357
+ 1.01%
$64.88 - $72.1 $23.2K - $25.7K
35.8K $2.35M
BX
Blackstone Inc.

Financial Services
120
+ 1.75%
$136.53 - $186.74 $16.4K - $22.4K
7K $977K
GOOG
Alphabet Inc.

Communication Services
39
+ 0.46%
$156.06 - $207.71 $6.09K - $8.1K
8.58K $1.34M
AMZN
Amazon Com Inc

Consumer Cyclical
3.51K
+ 5.31%
$190.26 - $242.06 $668K - $850K
69.6K $13.2M
NVDA
Nvidia Corp

Technology
15.4K
+ 11.38%
$106.98 - $149.43 $1.64M - $2.29M
150K $16.3M
GOOGL
Alphabet Inc.

Communication Services
590
+ 0.6%
$154.33 - $206.19 $91.1K - $122K
98.3K $15.2M
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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