Westover Capital Advisors, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $445 Million distributed in 237 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $28.5M, Alphabet Inc. with a value of $18.5M, Nvidia Corp with a value of $18.1M, Microsoft Corp with a value of $17.2M, and Broadcom Inc. with a value of $17.1M.

Examining the 13F form we can see an decrease of $68.6M in the current position value, from $513M to 445M.

Westover Capital Advisors, LLC is based out at Wilmington, DE

Below you can find more details about Westover Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $445 Million
Technology: $117 Million
ETFs: $92.3 Million
Financial Services: $45.4 Million
Communication Services: $36.6 Million
Healthcare: $35.6 Million
Consumer Cyclical: $34.7 Million
Industrials: $27.7 Million
Consumer Defensive: $18.2 Million
Other: $37.2 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 237
  • Current Value $445 Million
  • Prior Value $513 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 115 stocks
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