Westover Capital Advisors, LLC Reduced Holdings in Q2 2025

Westover Capital Advisors, LLC

  • $485 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PFF
Ishares Trust Ishares Pfd And

ETFs
-299K
- 97.75%
$29.0 - $30.68 $8.67M - $9.17M
6.88K $211K
UNH
Unitedhealth Group Inc

Healthcare
-3.94K
- 61.62%
$274.35 - $599.47 $1.08M - $2.36M
2.46K $766K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-3.45K
- 36.23%
$390.26 - $489.06 $1.34M - $1.69M
6.07K $2.46M
EOG
Eog Resources Inc

Energy
-16.3K
- 51.75%
$104.61 - $129.97 $1.71M - $2.12M
15.2K $1.82M
AAPL
Apple Inc.

Technology
-517
- 0.47%
$172.42 - $223.89 $89.1K - $116K
108K $22.3M
MAR
Marriott International Inc

Consumer Cyclical
-6.94K
- 64.53%
$211.12 - $274.14 $1.47M - $1.9M
3.82K $1.04M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-6.57K
- 83.17%
$201.28 - $266.34 $1.32M - $1.75M
1.33K $353K
APO
Apollo Global Management, Inc.

Financial Services
-9.53K
- 64.46%
$108.68 - $145.07 $1.04M - $1.38M
5.25K $745K
CORT
Corcept Therapeutics Inc

Healthcare
-351
- 1.67%
$62.24 - $91.93 $21.8K - $32.3K
20.7K $1.52M
ACGL
Arch Capital Group Ltd.

Financial Services
-6.44K
- 55.29%
$84.99 - $96.82 $547K - $624K
5.21K $474K
MEDP
Medpace Holdings, Inc.

Healthcare
-1.77K
- 35.27%
$277.23 - $315.28 $491K - $558K
3.25K $1.02M
WELL
Welltower Inc.

Real Estate
-3.19K
- 11.07%
$136.49 - $155.22 $436K - $495K
25.6K $3.94M
CRM
Salesforce, Inc.

Technology
-1.8K
- 40.96%
$236.26 - $291.15 $425K - $524K
2.59K $707K
HESM
Hess Midstream LP

Energy
-3.34K
- 3.99%
$35.23 - $42.89 $118K - $143K
80.4K $3.1M
VRT
Vertiv Holdings CO

Industrials
-4.58K
- 38.14%
N/A
7.44K $644K
ICLR
Icon PLC

Healthcare
-517
- 6.33%
$126.62 - $168.7 $65.5K - $87.2K
7.65K $1.11M
GOOGL
Alphabet Inc.

Communication Services
-13.5K
- 13.72%
$144.7 - $178.6 $1.95M - $2.41M
84.8K $15M
ABBV
Abb Vie Inc.

Healthcare
-3
- 0.03%
$170.16 - $206.27 $510 - $619
8.91K $1.65M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-4.93K
- 2.3%
$49.73 - $51.44 $245K - $253K
210K $10.8M
INGR
Ingredion Inc

Consumer Defensive
-1.33K
- 5.51%
$123.22 - $140.95 $164K - $188K
22.9K $3.1M
UFPI
Ufp Industries Inc

Basic Materials
-1.01K
- 17.21%
$94.93 - $109.1 $95.9K - $110K
4.86K $482K
FTNT
Fortinet, Inc.

Technology
-2.14K
- 23.47%
$84.71 - $108.69 $182K - $233K
6.99K $738K
CTVA
Corteva, Inc.

Basic Materials
-2.99K
- 41.59%
$55.52 - $74.53 $166K - $223K
4.2K $312K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-150
- 1.25%
$100.44 - $129.37 $15.1K - $19.4K
11.8K $1.22M
MBB
Ishares Tr

ETFs
-1.37K
- 1.45%
$91.41 - $94.22 $125K - $129K
92.8K $8.71M
FDX
Fedex Corp

Industrials
-5
- 0.08%
$198.07 - $245.17 $990 - $1.23K
6.53K $1.48M
JNJ
Johnson & Johnson

Healthcare
-151
- 2.45%
$146.36 - $159.82 $22.1K - $24.1K
6.02K $918K
TSCO
Tractor Supply CO

Consumer Cyclical
-835
- 3.36%
$47.86 - $55.77 $40K - $46.6K
24.1K $1.27M
LLY
Eli Lilly & CO

Healthcare
-6
- 0.3%
$713.71 - $898.95 $4.28K - $5.39K
2K $1.56M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-880
- 11.46%
$102.02 - $103.5 $89.8K - $91.1K
6.8K $699K
FANG
Diamondback Energy, Inc.

Energy
-249
- 9.64%
$119.25 - $161.49 $29.7K - $40.2K
2.33K $320K
AMGN
Amgen Inc

Healthcare
-17
- 0.69%
$262.28 - $309.85 $4.46K - $5.27K
2.43K $678K
SCHO
Schwab Short Term Us Treasury

ETFs
-4.2K
- 0.93%
$24.19 - $24.45 $102K - $103K
450K $11M
MLI
Mueller Industries Inc

Industrials
-1.81K
- 10.02%
$68.45 - $79.6 $124K - $144K
16.2K $1.29M
WCN
Waste Connections, Inc.

Industrials
-24
- 0.27%
$183.26 - $199.95 $4.4K - $4.8K
8.85K $1.65M
EGP
Eastgroup Properties Inc

Real Estate
-115
- 1.72%
$145.28 - $176.09 $16.7K - $20.3K
6.56K $1.1M
MCD
Mcdonalds Corp

Consumer Cyclical
-26
- 0.82%
$285.55 - $321.23 $7.42K - $8.35K
3.13K $914K
DOV
Dover Corp

Industrials
-440
- 21.48%
$151.14 - $186.7 $66.5K - $82.1K
1.61K $294K
PLD
Prologis, Inc.

Real Estate
-393
- 12.68%
$89.76 - $112.34 $35.3K - $44.1K
2.71K $284K
XLE
Energy Sector Spdr

ETFs
-13
- 0.21%
$76.44 - $94.13 $994 - $1.22K
6.2K $525K
WM
Waste Management Inc

Industrials
-170
- 2.88%
$216.47 - $242.1 $36.8K - $41.2K
5.74K $1.31M
FISV
Fiserv Inc

Technology
-436
- 3.73%
N/A
11.2K $1.41M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-4
- 0.21%
$212.1 - $244.27 $848 - $977
1.88K $410K
TGTX
Tg Therapeutics, Inc.

Healthcare
-680
- 9.64%
$33.37 - $45.51 $22.7K - $30.9K
6.38K $229K
SUB
Ishares Short Term National Mu

ETFs
-508
- 6.77%
$104.77 - $106.34 $53.2K - $54K
7K $744K
PEP
Pepsico Inc

Consumer Defensive
-16
- 0.67%
$128.02 - $151.37 $2.05K - $2.42K
2.38K $313K
COP
Conocophillips

Energy
-24
- 0.91%
$82.66 - $106.1 $1.98K - $2.55K
2.6K $233K
WDFC
Wd 40 CO

Basic Materials
-100
- 10.0%
$217.49 - $248.93 $21.7K - $24.9K
900 $205K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.36K
- 0.68%
$29.82 - $30.19 $40.6K - $41.1K
200K $6.03M
Activity Summary
Buys All Purchases 62 New Holdings 12 Increased Positions 50 Sells All Sells 100 Reductions 100 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