Westover Capital Advisors, LLC Incresed Positions in Q2 2025

Westover Capital Advisors, LLC

  • $485 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FNDF
Schwab Fundamental Intl Large

ETFs
57.1K
+ 26.35%
$32.25 - $40.02 $1.84M - $2.29M
274K $11M
AMZN
Amazon Com Inc

Consumer Cyclical
1.31K
+ 1.89%
$167.32 - $223.3 $220K - $293K
70.9K $15.6M
XOM
Exxon Mobil Corp

Energy
20.7K
+ 151.48%
$99.93 - $119.04 $2.07M - $2.47M
34.4K $3.71M
GS
Goldman Sachs Group Inc

Financial Services
72
+ 0.61%
$462.22 - $707.75 $33.3K - $51K
11.9K $8.43M
CVX
Chevron Corp

Energy
14.3K
+ 233.95%
$133.73 - $168.51 $1.91M - $2.4M
20.3K $2.91M
KD
Kyndryl Holdings, Inc.

Technology
29K
+ 51.11%
$27.77 - $41.96 $805K - $1.22M
85.7K $3.6M
LRN
Stride, Inc.

Consumer Defensive
11.3K
+ 123.64%
$124.45 - $160.72 $1.41M - $1.82M
20.5K $2.97M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
29.1K
+ 27.4%
$49.79 - $50.75 $1.45M - $1.48M
135K $6.86M
META
Meta Platforms, Inc.

Communication Services
398
+ 5.45%
$484.66 - $738.09 $193K - $294K
7.7K $5.68M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
20.3K
+ 35.5%
$41.45 - $54.46 $840K - $1.1M
77.4K $4.03M
PJT
Pjt Partners Inc.

Financial Services
6.99K
+ 249.98%
$125.44 - $166.41 $877K - $1.16M
9.79K $1.62M
NOW
Service Now, Inc.

Technology
144
+ 3.32%
$721.65 - $1040.18 $104K - $150K
4.48K $4.61M
BKNG
Booking Holdings Inc.

Consumer Cyclical
138
+ 71.5%
$4164.15 - $5789.24 $575K - $799K
331 $1.92M
ETN
Eaton Corp PLC

Industrials
2.35K
+ 238.92%
$246.52 - $356.99 $580K - $839K
3.34K $1.19M
GILD
Gilead Sciences, Inc.

Healthcare
8.2K
+ 119.05%
$96.91 - $113.0 $795K - $926K
15.1K $1.67M
IAU
Ishares Gold Trust

ETFs
9.4K
+ 17.47%
$56.1 - $64.74 $527K - $608K
63.2K $3.94M
EHC
Encompass Health Corp

Healthcare
447
+ 1.34%
$96.12 - $122.63 $43K - $54.8K
33.7K $4.13M
FNDE
Schwab Fundamental Emerging Mk

ETFs
14.2K
+ 11.24%
$26.66 - $33.09 $378K - $469K
140K $4.63M
PWR
Quanta Services, Inc.

Industrials
222
+ 4.24%
$239.47 - $381.26 $53.2K - $84.6K
5.46K $2.06M
PANW
Palo Alto Networks Inc

Technology
1.78K
+ 18.51%
$152.44 - $204.64 $271K - $364K
11.4K $2.33M
FSLR
First Solar, Inc.

Technology
1.76K
+ 17.69%
$120.38 - $192.98 $212K - $340K
11.7K $1.94M
GD
General Dynamics Corp

Industrials
1.69K
+ 27.64%
$247.68 - $291.66 $418K - $492K
7.79K $2.27M
EXEL
Exelixis, Inc.

Healthcare
6.34K
+ 15.31%
$34.13 - $46.26 $216K - $293K
47.7K $2.1M
SCHP
Schwab Strategic Us Tips ETF

ETFs
24.3K
+ 6.64%
$26.18 - $26.93 $636K - $654K
390K $10.4M
DE
Deere & CO

Industrials
681
+ 11.99%
$412.99 - $531.48 $281K - $362K
6.36K $3.24M
WMT
Walmart Inc.

Consumer Defensive
252
+ 0.51%
$81.79 - $99.98 $20.6K - $25.2K
50.1K $4.9M
USFD
Us Foods Holding Corp.

Consumer Defensive
2.49K
+ 8.88%
$60.47 - $79.12 $150K - $197K
30.5K $2.35M
V
Visa Inc.

Financial Services
1.31K
+ 31.7%
$308.27 - $373.31 $404K - $489K
5.45K $1.93M
CRWD
Crowd Strike Holdings, Inc.

Technology
419
+ 25.42%
$321.63 - $509.31 $135K - $213K
2.07K $1.05M
AZO
Autozone Inc

Consumer Cyclical
145
+ 14.83%
$3478.38 - $3880.15 $504K - $563K
1.12K $4.17M
CAH
Cardinal Health Inc

Healthcare
1.84K
+ 75.75%
$125.0 - $168.0 $230K - $309K
4.26K $716K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
16.7K
+ 135.75%
$21.4 - $26.31 $357K - $439K
29K $628K
LNG
Cheniere Energy, Inc.

Energy
1.1K
+ 26.45%
$197.25 - $244.33 $216K - $268K
5.24K $1.28M
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
6.22K
+ 12.15%
$10.22 - $14.9 $63.6K - $92.7K
57.5K $856K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
138
+ 0.39%
$58.41 - $72.69 $8.06K - $10K
35.9K $2.61M
BSX
Boston Scientific Corp

Healthcare
841
+ 6.12%
$89.7 - $107.41 $75.4K - $90.3K
14.6K $1.57M
AXS
Axis Capital Holdings LTD

Financial Services
346
+ 1.23%
$87.23 - $106.93 $30.2K - $37K
28.4K $2.95M
SPOT
Spotify Technology S.A.

Communication Services
10
+ 1.82%
$503.3 - $775.9 $5.03K - $7.76K
560 $429K
APP
App Lovin Corp

Technology
20
+ 1.52%
$219.37 - $417.89 $4.39K - $8.36K
1.33K $467K
KR
Kroger CO

Consumer Defensive
733
+ 15.96%
$64.62 - $74.0 $47.4K - $54.2K
5.33K $381K
AIQ
Global X Funds Global X Artifi

ETFs
18
+ 0.24%
$31.5 - $43.69 $567 - $786
7.54K $329K
HSBC
Hsbc Holdings PLC

Financial Services
447
+ 5.48%
$46.68 - $61.09 $20.9K - $27.3K
8.6K $522K
HIG
Hartford Financial Services Group, Inc.

Financial Services
283
+ 6.6%
$109.83 - $131.67 $31.1K - $37.3K
4.57K $580K
WMB
Williams Companies, Inc.

Energy
39
+ 0.38%
$54.33 - $62.87 $2.12K - $2.45K
10.2K $643K
MCK
Mckesson Corp

Healthcare
8
+ 2.16%
$652.83 - $732.78 $5.22K - $5.86K
378 $276K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
150
+ 2.99%
$84.41 - $106.28 $12.7K - $15.9K
5.17K $490K
Ge Vernova Inc
34
+ 3.01%
N/A
1.16K $0
Celestica Inc
665
+ 1.46%
N/A
46.2K $0
TMUS
T Mobile Us, Inc.

Communication Services
854
+ 6.45%
$220.99 - $268.54 $189K - $229K
14.1K $3.36M
Activity Summary
Buys All Purchases 62 New Holdings 12 Increased Positions 50 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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