Westover Capital Advisors, LLC Incresed Positions in Q3 2024

Westover Capital Advisors, LLC

  • $513 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPTL
Spdr Portfolio Long Term Treas

ETFs
515K
+ 516.96%
$26.69 - $29.87 $13.7M - $15.4M
615K $17.9M
PFF
Ishares Trust Ishares Pfd And

ETFs
311K
+ 109.54%
$31.18 - $33.5 $9.7M - $10.4M
595K $19.8M
MBB
Ishares Tr

ETFs
105K
+ 121.88%
$90.85 - $96.66 $9.57M - $10.2M
192K $18.4M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
191K
+ 111.04%
$49.82 - $52.8 $9.5M - $10.1M
362K $19.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
94.5K
+ 127.7%
$49.93 - $51.15 $4.72M - $4.83M
168K $8.61M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
107K
+ 144.86%
$36.98 - $41.55 $3.96M - $4.45M
181K $7.45M
AAPL
Apple Inc.

Technology
5.84K
+ 5.38%
$207.23 - $234.82 $1.21M - $1.37M
114K $26.6M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
47K
+ 102.68%
$56.04 - $62.99 $2.63M - $2.96M
92.8K $5.67M
IAU
Ishares Gold Trust

ETFs
54.1K
+ 168.42%
$44.06 - $50.5 $2.39M - $2.73M
86.3K $4.29M
GS
Goldman Sachs Group Inc

Financial Services
5.28K
+ 105.72%
$459.02 - $510.25 $2.43M - $2.7M
10.3K $5.09M
AVGO
Broadcom Inc.

Technology
68.4K
+ 961.43%
$136.27 - $1745.86 $9.32M - $119M
75.5K $13M
VERX
Vertex, Inc.

Technology
39.3K
+ 254.34%
$34.62 - $40.01 $1.36M - $1.57M
54.8K $2.11M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
20.7K
+ 99.73%
$60.1 - $66.57 $1.24M - $1.38M
41.5K $2.75M
VB
Vanguard Small Cap ETF

ETFs
5.63K
+ 83.96%
$214.77 - $237.72 $1.21M - $1.34M
12.3K $2.93M
META
Meta Platforms, Inc.

Communication Services
1.94K
+ 43.38%
$453.41 - $572.44 $880K - $1.11M
6.42K $3.67M
DE
Deere & CO

Industrials
2.9K
+ 103.99%
$344.84 - $418.0 $999K - $1.21M
5.68K $2.37M
TMO
Thermo Fisher Scientific Inc.

Healthcare
912
+ 10.25%
$531.86 - $624.21 $485K - $569K
9.81K $6.07M
GOOG
Alphabet Inc.

Communication Services
6.68K
+ 359.19%
$149.54 - $192.66 $999K - $1.29M
8.54K $1.43M
NVDA
Nvidia Corp

Technology
10.5K
+ 8.86%
$98.91 - $134.91 $1.03M - $1.41M
128K $15.6M
PHM
Pultegroup Inc

Consumer Cyclical
5.42K
+ 74.71%
$103.95 - $144.98 $563K - $786K
12.7K $1.82M
JPM
Jpmorgan Chase & CO

Financial Services
3.02K
+ 7.0%
$194.9 - $224.8 $589K - $679K
46.2K $9.73M
XLE
Energy Sector Spdr

ETFs
11.6K
+ 187.74%
$84.35 - $93.39 $982K - $1.09M
17.8K $1.57M
COST
Costco Wholesale Corp

Consumer Defensive
666
+ 9.07%
$801.83 - $917.05 $534K - $611K
8.01K $7.1M
MSFT
Microsoft Corp

Technology
3.43K
+ 9.24%
$395.15 - $467.56 $1.35M - $1.6M
40.5K $17.4M
EME
Emcor Group, Inc.

Industrials
351
+ 3.28%
$340.22 - $435.6 $119K - $153K
11.1K $4.76M
KKR
Kkr & Co. Inc.

Financial Services
4.67K
+ 72.16%
$104.51 - $133.23 $488K - $622K
11.1K $1.45M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.4K
+ 74.91%
$147.95 - $191.05 $651K - $841K
10.3K $1.78M
INGR
Ingredion Inc

Consumer Defensive
284
+ 1.02%
$111.98 - $137.59 $31.8K - $39.1K
28K $3.85M
AMZN
Amazon Com Inc

Consumer Cyclical
5.38K
+ 8.99%
$161.02 - $200.0 $867K - $1.08M
65.2K $12.2M
KD
Kyndryl Holdings, Inc.

Technology
28.9K
+ 91.46%
$21.78 - $27.63 $630K - $799K
60.5K $1.39M
CAT
Caterpillar Inc

Industrials
775
+ 22.33%
$316.8 - $391.12 $246K - $303K
4.25K $1.66M
PANW
Palo Alto Networks Inc

Technology
1.43K
+ 41.02%
$294.18 - $368.01 $419K - $524K
4.9K $1.67M
NFLX
Netflix Inc

Communication Services
206
+ 2.02%
$598.55 - $722.26 $123K - $149K
10.4K $7.39M
BX
Blackstone Inc.

Financial Services
2.28K
+ 51.81%
$120.77 - $159.66 $275K - $363K
6.67K $1.02M
VRT
Vertiv Holdings CO

Industrials
5.14K
+ 197.77%
$86.66 - $86.66 $445K - $445K
7.74K $670K
GLW
Corning Inc

Technology
8.73K
+ 145.5%
$37.76 - $46.2 $330K - $403K
14.7K $665K
AFL
Aflac Inc

Financial Services
3.2K
+ 139.13%
$88.52 - $111.8 $283K - $358K
5.5K $614K
CBT
Cabot Corp

Basic Materials
2.66K
+ 55.42%
$86.96 - $111.73 $232K - $298K
7.47K $834K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.29K
+ 18.36%
$201.82 - $234.36 $260K - $301K
8.29K $1.91M
FBP
First Bancorp

Financial Services
12.8K
+ 38.04%
$17.74 - $21.83 $227K - $280K
46.5K $984K
UNM
Unum Group

Financial Services
4.64K
+ 46.48%
$49.81 - $59.44 $231K - $276K
14.6K $869K
XOM
Exxon Mobil Corp

Energy
2.81K
+ 22.08%
$109.72 - $119.0 $308K - $335K
15.5K $1.82M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
5.7K
+ 100.81%
$50.77 - $57.17 $289K - $326K
11.4K $648K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
5.24K
+ 101.04%
$51.29 - $56.57 $269K - $296K
10.4K $589K
TXN
Texas Instruments Inc

Technology
1.54K
+ 102.8%
$194.6 - $194.6 $300K - $300K
3.04K $591K
FNDX
Schwab Fundamental U S Large C

ETFs
3.68K
+ 95.53%
$65.36 - $71.76 $240K - $264K
7.53K $540K
CI
Cigna Corp

Healthcare
610
+ 13.35%
$319.12 - $367.1 $195K - $224K
5.18K $1.79M
ABT
Abbott Laboratories

Healthcare
1.93K
+ 33.39%
$100.07 - $118.13 $193K - $227K
7.69K $876K
TFC
Truist Financial Corp

Financial Services
5.2K
+ 74.1%
$38.22 - $44.94 $199K - $234K
12.2K $522K
Activity Summary
Buys All Purchases 120 New Holdings 42 Increased Positions 78 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Westover Capital Advisors, LLC Portfolio

Follow Westover Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westover Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Westover Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email