Westover Capital Advisors, LLC Reduced Holdings in Q4 2024

Westover Capital Advisors, LLC

  • $445 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTL
Spdr Portfolio Long Term Treas

ETFs
-403K
- 65.58%
$26.05 - $29.17 $10.5M - $11.8M
212K $5.54M
MBB
Ishares Tr

ETFs
-107K
- 55.96%
$91.26 - $95.82 $9.79M - $10.3M
84.5K $7.74M
PFF
Ishares Trust Ishares Pfd And

ETFs
-281K
- 47.23%
$31.23 - $33.51 $8.78M - $9.42M
314K $9.88M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-142K
- 39.2%
$50.14 - $52.56 $7.12M - $7.47M
220K $11.1M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-239K
- 53.01%
$29.77 - $30.19 $7.1M - $7.2M
212K $6.32M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-80.8K
- 47.93%
$49.79 - $51.14 $4.02M - $4.13M
87.7K $4.4M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-45.8K
- 49.4%
$55.45 - $61.08 $2.54M - $2.8M
47K $2.6M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-34.4K
- 49.25%
$66.77 - $71.52 $2.3M - $2.46M
35.4K $2.44M
MPC
Marathon Petroleum Corp

Energy
-11.2K
- 78.19%
$131.65 - $174.84 $1.47M - $1.95M
3.12K $434K
IAU
Ishares Gold Trust

ETFs
-36.2K
- 42.0%
$48.37 - $52.65 $1.75M - $1.91M
50K $2.48M
CI
Cigna Corp

Healthcare
-4.45K
- 85.96%
$265.59 - $358.58 $1.18M - $1.6M
727 $200K
PEP
Pepsico Inc

Consumer Defensive
-8.29K
- 73.18%
$151.29 - $176.1 $1.25M - $1.46M
3.04K $461K
VB
Vanguard Small Cap ETF

ETFs
-6.21K
- 50.35%
$233.76 - $261.58 $1.45M - $1.63M
6.13K $1.47M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-20.8K
- 50.11%
$65.31 - $74.15 $1.36M - $1.54M
20.7K $1.4M
ICLR
Icon PLC

Healthcare
-622
- 4.01%
$187.22 - $297.57 $116K - $185K
14.9K $3.12M
XLE
Energy Sector Spdr

ETFs
-11.6K
- 65.25%
$83.32 - $97.27 $970K - $1.13M
6.2K $531K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-109
- 1.11%
$501.29 - $612.85 $54.6K - $66.8K
9.7K $5.04M
MRK
Merck & Co., Inc.

Healthcare
-3.49K
- 8.36%
$96.31 - $114.76 $336K - $400K
38.2K $3.8M
MPWR
Monolithic Power Systems Inc

Technology
-81
- 3.36%
$560.06 - $942.58 $45.4K - $76.3K
2.33K $1.38M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-8.29K
- 51.43%
$100.24 - $101.35 $831K - $840K
7.83K $787K
KLAC
Kla Corp

Technology
-314
- 8.23%
$614.46 - $829.55 $193K - $260K
3.5K $2.21M
ACGL
Arch Capital Group Ltd.

Financial Services
-202
- 0.56%
$88.71 - $114.86 $17.9K - $23.2K
35.9K $3.31M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-8.75K
- 39.27%
$77.86 - $79.27 $682K - $694K
13.5K $1.06M
PHM
Pultegroup Inc

Consumer Cyclical
-2.52K
- 19.89%
$108.86 - $149.04 $274K - $376K
10.2K $1.11M
CBT
Cabot Corp

Basic Materials
-5.03K
- 67.39%
$90.64 - $117.0 $456K - $589K
2.44K $222K
UNH
Unitedhealth Group Inc

Healthcare
-40
- 0.62%
$485.52 - $625.25 $19.4K - $25K
6.41K $3.24M
SCHW
Schwab Charles Corp

Financial Services
-8.75K
- 48.18%
$63.31 - $82.85 $554K - $725K
9.41K $696K
FSLR
First Solar, Inc.

Technology
-163
- 2.94%
$175.88 - $240.66 $28.7K - $39.2K
5.39K $949K
ASML
Asml Holding Nv

Technology
-33
- 1.38%
$658.43 - $872.27 $21.7K - $28.8K
2.35K $1.63M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-5.49K
- 48.31%
$56.7 - $62.15 $311K - $341K
5.87K $341K
ENSG
Ensign Group, Inc

Healthcare
-261
- 1.08%
$132.78 - $156.91 $34.7K - $41K
23.8K $3.16M
UPS
United Parcel Service Inc

Industrials
-1.75K
- 24.4%
$122.65 - $138.35 $214K - $242K
5.42K $682K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-5.04K
- 48.4%
$55.86 - $60.21 $282K - $304K
5.38K $307K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.04K
- 50.87%
$57.53 - $60.83 $232K - $245K
3.9K $224K
WELL
Welltower Inc.

Real Estate
-1.44K
- 4.41%
$123.11 - $139.3 $177K - $201K
31.2K $3.94M
LLY
Eli Lilly & CO

Healthcare
-2
- 0.09%
$727.2 - $932.06 $1.45K - $1.86K
2.12K $1.64M
ABBV
Abb Vie Inc.

Healthcare
-41
- 0.36%
$164.99 - $203.87 $6.76K - $8.36K
11.3K $2.01M
FBP
First Bancorp

Financial Services
-5.65K
- 12.14%
$18.31 - $22.2 $103K - $125K
40.9K $759K
DHR
Danaher Corp

Healthcare
-600
- 37.5%
$226.16 - $274.52 $136K - $165K
1K $229K
COP
Conocophillips

Energy
-1.81K
- 40.87%
$95.12 - $114.72 $172K - $208K
2.62K $260K
SNPS
Synopsys Inc

Technology
-276
- 7.96%
$485.36 - $588.0 $134K - $162K
3.19K $1.55M
GLD
Spdr Gold Trust

ETFs
-599
- 1.09%
$236.59 - $257.5 $142K - $154K
54.3K $13.1M
EGP
Eastgroup Properties Inc

Real Estate
-30
- 0.41%
$158.74 - $185.14 $4.76K - $5.55K
7.36K $1.18M
QRVO
Qorvo, Inc.

Technology
-138
- 2.66%
$65.6 - $104.58 $9.05K - $14.4K
5.04K $352K
XOM
Exxon Mobil Corp

Energy
-197
- 1.27%
$105.51 - $125.37 $20.8K - $24.7K
15.3K $1.65M
SYK
Stryker Corp

Healthcare
-450
- 40.36%
$345.14 - $392.15 $155K - $176K
665 $239K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-312
- 42.51%
$521.84 - $558.82 $163K - $174K
422 $227K
WLK
Westlake Corp

Basic Materials
-262
- 9.3%
$113.23 - $148.98 $29.7K - $39K
2.56K $292K
MEDP
Medpace Holdings, Inc.

Healthcare
-356
- 6.53%
$308.93 - $363.58 $110K - $129K
5.09K $1.69M
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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