Westover Capital Advisors, LLC Incresed Positions in Q4 2024

Westover Capital Advisors, LLC

  • $445 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
6.47K
+ 5.04%
$117.0 - $148.88 $757K - $964K
135K $18.1M
AMZN
Amazon Com Inc

Consumer Cyclical
858
+ 1.32%
$180.88 - $232.93 $155K - $200K
66.1K $14.5M
JPM
Jpmorgan Chase & CO

Financial Services
40
+ 0.09%
$205.18 - $250.29 $8.21K - $10K
46.2K $11.1M
USFD
Us Foods Holding Corp.

Consumer Defensive
17.1K
+ 199.2%
$60.65 - $72.33 $1.04M - $1.24M
25.7K $1.74M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.44K
+ 43.2%
$172.07 - $207.36 $764K - $921K
14.7K $2.91M
GS
Goldman Sachs Group Inc

Financial Services
485
+ 4.72%
$486.1 - $608.57 $236K - $295K
10.8K $6.16M
VERX
Vertex, Inc.

Technology
632
+ 1.15%
$39.21 - $56.92 $24.8K - $36K
55.4K $2.96M
KD
Kyndryl Holdings, Inc.

Technology
1.24K
+ 2.04%
$22.43 - $35.79 $27.7K - $44.2K
61.8K $2.14M
EME
Emcor Group, Inc.

Industrials
407
+ 3.68%
$427.96 - $526.95 $174K - $214K
11.5K $5.2M
LNG
Cheniere Energy, Inc.

Energy
1.32K
+ 47.11%
$181.07 - $225.92 $239K - $298K
4.12K $885K
FISV
Fiserv Inc

Technology
2.71K
+ 42.49%
N/A
9.08K $1.14M
LRN
Stride, Inc.

Consumer Defensive
1.93K
+ 33.42%
$64.04 - $110.79 $124K - $214K
7.71K $800K
PLTR
Palantir Technologies Inc.

Technology
130
+ 1.81%
$36.46 - $82.38 $4.74K - $10.7K
7.33K $554K
HESM
Hess Midstream LP

Energy
3.7K
+ 4.69%
$34.2 - $37.9 $126K - $140K
82.5K $3.06M
MPLX
Mplx LP

Energy
4.3K
+ 31.85%
$43.77 - $51.66 $188K - $222K
17.8K $851K
AZO
Autozone Inc

Consumer Cyclical
56
+ 9.18%
$2981.19 - $3370.27 $167K - $189K
666 $2.13M
TSLA
Tesla, Inc.

Consumer Cyclical
24
+ 1.72%
$213.65 - $479.86 $5.13K - $11.5K
1.42K $573K
BX
Blackstone Inc.

Financial Services
210
+ 3.15%
$148.45 - $199.05 $31.2K - $41.8K
6.88K $1.19M
BAC
Bank Of America Corp

Financial Services
1.16K
+ 7.12%
$39.22 - $47.77 $45.5K - $55.5K
17.5K $767K
VRT
Vertiv Holdings CO

Industrials
1.2K
+ 15.51%
N/A
8.94K $774K
PANW
Palo Alto Networks Inc

Technology
4.84K
+ 98.73%
$181.96 - $405.9 $880K - $1.96M
9.74K $1.77M
CORT
Corcept Therapeutics Inc

Healthcare
456
+ 3.01%
$44.66 - $60.85 $20.4K - $27.7K
15.6K $785K
VTI
Vanguard Total Stock Market Et

ETFs
250
+ 14.55%
$280.04 - $302.45 $70K - $75.6K
1.97K $570K
AGM
Federal Agricultural Mortgage Corp

Financial Services
75
+ 1.17%
$181.72 - $216.45 $13.6K - $16.2K
6.51K $1.28M
ETR
Entergy Corp

Utilities
1.8K
+ 100.0%
$73.19 - $156.4 $132K - $282K
3.6K $272K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
26
+ 2.4%
$442.29 - $483.08 $11.5K - $12.6K
1.11K $502K
Fidelity Wise Origin Bitcoin
920
+ 14.35%
N/A
7.33K $0
FLQM
Franklin Templeton ETF Tr Libe

ETFs
187
+ 1.62%
$54.15 - $58.81 $10.1K - $11K
11.7K $635K
QCOM
Qualcomm Inc

Technology
120
+ 6.05%
$150.4 - $178.04 $18K - $21.4K
2.11K $323K
GE
General Electric CO

Industrials
66
+ 5.04%
$159.95 - $194.23 $10.6K - $12.8K
1.38K $229K
LMT
Lockheed Martin Corp

Industrials
45
+ 4.62%
$479.66 - $614.62 $21.6K - $27.7K
1.02K $495K
TSCO
Tractor Supply CO

Consumer Cyclical
19.9K
+ 398.2%
$52.59 - $303.74 $1.05M - $6.05M
24.9K $1.32M
GD
General Dynamics Corp

Industrials
100
+ 1.87%
$260.28 - $314.03 $26K - $31.4K
5.44K $1.43M
FNDX
Schwab Fundamental U S Large C

ETFs
3.95K
+ 52.42%
$23.49 - $71.77 $92.7K - $283K
11.5K $271K
MSFT
Microsoft Corp

Technology
182
+ 0.45%
$406.35 - $454.46 $74K - $82.7K
40.7K $17.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.81K
+ 1.55%
$18.41 - $40.87 $51.7K - $115K
184K $3.4M
SCHO
Schwab Short Term Us Treasury

ETFs
51.4K
+ 14.33%
$24.06 - $48.88 $1.24M - $2.51M
410K $9.87M
Activity Summary
Buys All Purchases 52 New Holdings 14 Increased Positions 38 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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