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
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
Ge Vernova Inc
25
+ 2.26%
N/A
1.13K $0
Fidelity Wise Origin Bitcoin
2.27K
+ 30.9%
N/A
9.6K $0
Celestica Inc
5.72K
+ 14.39%
N/A
45.5K $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
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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