Westover Capital Advisors, LLC Portfolio Holdings

Westover Capital Advisors, LLC

  • $485 Million
  • Q2 2025

Westover Capital Advisors, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $485 Million distributed in 224 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $23.5M, Apple Inc. with a value of $22.3M, Microsoft Corp with a value of $19.2M, Broadcom Inc. with a value of $17M, and Spdr Gold Trust with a value of $15.8M.

Examining the 13F form we can see an increase of $44.5M in the current position value, from $440M to 485M.

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 $485 Million
Technology: $122 Million
ETFs: $118 Million
Financial Services: $50.9 Million
Communication Services: $39.7 Million
Consumer Cyclical: $33.4 Million
Healthcare: $31.9 Million
Industrials: $29.7 Million
Consumer Defensive: $21.7 Million
Other: $37.4 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.07B
$3.63 Million 0.75% of portfolio
23,558
Q2 2025 Reduced 0.64%
$6.71B
$3.6 Million 0.74% of portfolio
85,689
Q2 2025 Added 51.11%
$8.3B
$3.1 Million 0.64% of portfolio
22,888
Q2 2025 Reduced 5.51%
$4.41B
$3.07 Million 0.63% of portfolio
46,098
Q2 2025 Reduced 4.41%
$6.77B
$2.97 Million 0.61% of portfolio
20,463
Q2 2025 Added 123.64%
$8.21B
$2.95 Million 0.61% of portfolio
28,401
Q2 2025 Added 1.23%
$4.43B
$1.62 Million 0.33% of portfolio
9,789
Q2 2025 Added 249.98%
$7.88B
$1.52 Million 0.31% of portfolio
20,667
Q2 2025 Reduced 1.67%
$5.28B
$1.29 Million 0.27% of portfolio
16,210
Q2 2025 Reduced 10.02%
$6.58B
$1.27 Million 0.26% of portfolio
24,050
Q2 2025 Reduced 3.36%
$4.85B
$1.24 Million 0.26% of portfolio
11,653
Q2 2025 Reduced 0.88%
$2.75B
$1.22 Million 0.25% of portfolio
11,828
Q2 2025 Reduced 1.25%
$7.03B
$1.1 Million 0.23% of portfolio
6,559
Q2 2025 Reduced 1.72%
$6.61B
$808,000 0.17% of portfolio
765
Q1 2024 Added 200.0%
$3.96B
$818,000 0.17% of portfolio
39,290
Q2 2025 Reduced 0.66%
$2.09B
$628,000 0.13% of portfolio
28,957
Q2 2025 Added 135.75%
$8.78B
$490,000 0.1% of portfolio
5,166
Q2 2025 Added 2.99%
$9.26B
$401,000 0.08% of portfolio
4,724
Q2 2025 Reduced 6.31%
$4.57B
$372,000 0.08% of portfolio
7,100
Q2 2024 New
$3.43B
$340,000 0.07% of portfolio
6,185
Q3 2024 Reduced 0.48%
$7.74B
$242,000 0.05% of portfolio
1,959
Q2 2025 New
$3.94B
$229,000 0.05% of portfolio
6,377
Q2 2025 Reduced 9.64%
$2.99B
$205,000 0.04% of portfolio
900
Q2 2025 Reduced 10.0%

Summary

  • Portfolio
  • No. of Stocks 224
  • Current Value $485 Million
  • Prior Value $440 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 100 stocks
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