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
EXC
Exelon Corp

Utilities
-22
- 0.41%
$42.2 - $47.37 $928 - $1.04K
5.34K $231K
CI
Cigna Corp

Healthcare
-38
- 5.41%
$301.89 - $340.04 $11.5K - $12.9K
665 $219K
UNM
Unum Group

Financial Services
-9
- 0.06%
$70.48 - $82.91 $634 - $746
14K $1.13M
HD
Home Depot, Inc.

Consumer Cyclical
-26
- 0.72%
$335.24 - $380.78 $8.72K - $9.9K
3.59K $1.31M
NVO
Novo Nordisk A S

Healthcare
-70
- 1.32%
$58.08 - $81.05 $4.07K - $5.67K
5.22K $360K
BR
Broadridge Financial Solutions, Inc.

Technology
-20
- 2.23%
$217.22 - $246.25 $4.34K - $4.93K
875 $212K
ABC
Amerisourcebergen Corp

Healthcare
-18
- 0.12%
N/A
14.9K $2.75M
Jacobs Solutions Inc
-356
- 2.34%
N/A
14.9K $0
TFC
Truist Financial Corp

Financial Services
-448
- 4.28%
$34.79 - $42.99 $15.6K - $19.3K
10K $430K
Arista Networks Inc
-164
- 3.94%
N/A
4K $0
LWLG
Lightwave Logic, Inc.

Basic Materials
-12.4K
- 15.32%
$0.83 - $1.37 $10.3K - $17K
68.5K $84K
FNDX
Schwab Fundamental U S Large C

ETFs
-389
- 2.97%
$20.84 - $24.54 $8.11K - $9.55K
12.7K $312K
UBS
Ubs Group Ag

Financial Services
-533
- 6.8%
$26.12 - $33.82 $13.9K - $18K
7.3K $246K
ABT
Abbott Laboratories

Healthcare
-133
- 1.73%
$123.95 - $138.08 $16.5K - $18.4K
7.57K $1.03M
LMT
Lockheed Martin Corp

Industrials
-22
- 1.95%
$430.82 - $486.45 $9.48K - $10.7K
1.11K $512K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-111
- 1.98%
$50.39 - $60.05 $5.59K - $6.67K
5.49K $329K
IBOC
International Bancshares Corp

Financial Services
-2.13K
- 4.41%
$56.4 - $66.7 $120K - $142K
46.1K $3.07M
PH
Parker Hannifin Corp

Industrials
-14
- 2.84%
$517.23 - $700.54 $7.24K - $9.81K
479 $334K
QRVO
Qorvo, Inc.

Technology
-318
- 6.31%
$50.81 - $84.91 $16.2K - $27K
4.72K $401K
HON
Honeywell International Inc

Industrials
-2
- 0.09%
$182.86 - $232.88 $366 - $466
2.16K $503K
FBP
First Bancorp

Financial Services
-261
- 0.66%
$16.84 - $21.1 $4.4K - $5.51K
39.3K $818K
EMR
Emerson Electric CO

Industrials
-66
- 2.02%
$94.15 - $133.33 $6.21K - $8.8K
3.2K $426K
TSLA
Tesla, Inc.

Consumer Cyclical
-24
- 1.69%
$221.86 - $362.89 $5.32K - $8.71K
1.4K $443K
VTI
Vanguard Total Stock Market Et

ETFs
-4
- 0.15%
$243.75 - $303.93 $975 - $1.22K
2.72K $825K
VB
Vanguard Small Cap ETF

ETFs
-22
- 0.36%
$193.73 - $237.37 $4.26K - $5.22K
6.05K $1.43M
BAC
Bank Of America Corp

Financial Services
-140
- 0.8%
$34.39 - $47.46 $4.81K - $6.64K
17.4K $822K
SNPS
Synopsys Inc

Technology
-249
- 9.07%
$380.9 - $517.66 $94.8K - $129K
2.5K $1.28M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-145
- 0.71%
$54.28 - $67.95 $7.87K - $9.85K
20.2K $1.37M
RY
Royal Bank Of Canada

Financial Services
-90
- 1.41%
$108.36 - $131.55 $9.75K - $11.8K
6.31K $830K
RTX
Raytheon Technologies Corp

Industrials
-43
- 0.48%
$113.75 - $148.48 $4.89K - $6.38K
8.96K $1.31M
SCHW
Schwab Charles Corp

Financial Services
-54
- 0.57%
$69.06 - $91.24 $3.73K - $4.93K
9.37K $855K
GOOG
Alphabet Inc.

Communication Services
-39
- 0.45%
$146.58 - $180.01 $5.72K - $7.02K
8.54K $1.52M
MPWR
Monolithic Power Systems Inc

Technology
-70
- 4.63%
$455.19 - $737.73 $31.9K - $51.6K
1.44K $1.06M
COST
Costco Wholesale Corp

Consumer Defensive
-149
- 1.93%
$908.13 - $1056.85 $135K - $157K
7.58K $7.51M
CASY
Caseys General Stores Inc

Consumer Cyclical
-111
- 3.27%
$415.82 - $510.91 $46.2K - $56.7K
3.28K $1.68M
CEG
Constellation Energy Corp

Utilities
-1
- 0.04%
$170.96 - $322.76 $171 - $323
2.44K $785K
ASML
Asml Holding Nv

Technology
-4
- 0.15%
$595.37 - $815.24 $2.38K - $3.26K
2.63K $2.11M
ROAD
Construction Partners, Inc.

Industrials
-104
- 0.88%
$68.75 - $110.36 $7.15K - $11.5K
11.7K $1.24M
GLD
Spdr Gold Trust

ETFs
-1.09K
- 2.05%
$273.71 - $316.29 $298K - $344K
51.9K $15.8M
ENSG
Ensign Group, Inc

Healthcare
-151
- 0.64%
$119.93 - $156.36 $18.1K - $23.6K
23.6K $3.63M
KLAC
Kla Corp

Technology
-62
- 1.94%
$576.53 - $902.94 $35.7K - $56K
3.13K $2.8M
CYBR
Cyber Ark Software Ltd.

Technology
-156
- 1.15%
$305.98 - $406.88 $47.7K - $63.5K
13.5K $5.48M
EME
Emcor Group, Inc.

Industrials
-796
- 7.15%
$342.02 - $534.89 $272K - $426K
10.3K $5.53M
JPM
Jpmorgan Chase & CO

Financial Services
-144
- 0.32%
$210.28 - $289.91 $30.3K - $41.7K
45.4K $13.2M
VST
Vistra Corp.

Utilities
-4.81K
- 9.44%
$98.07 - $195.04 $471K - $937K
46.1K $8.94M
MSFT
Microsoft Corp

Technology
-1.82K
- 4.5%
$354.56 - $497.45 $646K - $906K
38.6K $19.2M
NFLX
Netflix Inc

Communication Services
-15
- 0.15%
$855.86 - $1339.13 $12.8K - $20.1K
10.3K $13.8M
AVGO
Broadcom Inc.

Technology
-1.24K
- 1.98%
$146.29 - $275.65 $182K - $342K
61.6K $17M
NVDA
Nvidia Corp

Technology
-1.55K
- 1.03%
$94.31 - $157.99 $146K - $245K
149K $23.5M
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
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