Westover Capital Advisors, LLC Incresed Positions in Q1 2025

Westover Capital Advisors, LLC

  • $440 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
70.8K
+ 200.84%
$50.48 - $51.04 $3.58M - $3.62M
106K $5.38M
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
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
HESM
Hess Midstream LP

Energy
1.26K
+ 1.53%
$37.59 - $43.88 $47.3K - $55.2K
83.8K $3.54M
CRM
Salesforce, Inc.

Technology
2.17K
+ 97.93%
$268.36 - $359.95 $583K - $782K
4.39K $1.18M
LRN
Stride, Inc.

Consumer Defensive
1.45K
+ 18.75%
$106.34 - $142.28 $154K - $206K
9.15K $1.16M
FISV
Fiserv Inc

Technology
2.6K
+ 28.64%
N/A
11.7K $1.46M
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
VRT
Vertiv Holdings CO

Industrials
3.08K
+ 34.5%
N/A
12K $1.04M
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
SYK
Stryker Corp

Healthcare
500
+ 75.19%
$355.18 - $399.9 $178K - $200K
1.17K $433K
META
Meta Platforms, Inc.

Communication Services
466
+ 6.82%
$576.36 - $736.67 $269K - $343K
7.3K $4.21M
VTI
Vanguard Total Stock Market Et

ETFs
753
+ 38.26%
$271.18 - $303.12 $204K - $228K
2.72K $747K
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
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
XLE
Energy Sector Spdr

ETFs
13
+ 0.21%
$85.7 - $93.96 $1.11K - $1.22K
6.21K $580K
CSCO
Cisco Systems, Inc.

Technology
645
+ 18.47%
$58.74 - $64.87 $37.9K - $41.8K
4.14K $255K
SCHW
Schwab Charles Corp

Financial Services
13
+ 0.14%
$71.24 - $83.64 $926 - $1.09K
9.43K $737K
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
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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