Westover-Capital-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMSI",
  "MPWR",
  "QRVO",
  "GDX",
  "ALSN",
  "FNDF",
  "MPLX",
  null,
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "PAA",
  "TGTX",
  "GOOGL",
  "AXP",
  null,
  "ASML",
  "CAT",
  "AVGO",
  "APP",
  "CLS",
  "ITGR",
  "BSX",
  "CMI",
  null,
  "DUK",
  "D",
  "EHC",
  "EOG",
  "LWLG",
  "FCX",
  "GD",
  "GILD",
  "HLT",
  "HON",
  "HD",
  "MCD",
  null,
  null,
  "QCOM",
  "HSBC",
  "INGR",
  "AMAT",
  "EMR",
  "BKNG",
  null,
  "META",
  null,
  "IVW",
  "RSI",
  "KMI",
  "LRCX",
  "ENSG",
  "MPC",
  "WDFC",
  "MMC",
  "PWR",
  "MA",
  "EXEL",
  "MSFT",
  "MS",
  "TMUS",
  "NDAQ",
  "EXC",
  "GE",
  "NTRS",
  "HIG",
  "ICLR",
  "BX",
  "ANET",
  "KKR",
  "KLAC",
  "KR",
  "OKE",
  null,
  null,
  "PANW",
  "PEP",
  "PNC",
  null,
  "PHM",
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "PLTR",
  "LMT",
  "PG",
  "MRK",
  "AMGN",
  "REGN",
  "FNDX",
  "RY",
  null,
  "NOW",
  "SPG",
  "RTX",
  "GLD",
  null,
  null,
  "RSG",
  "SPLG",
  "STLD",
  "SYK",
  "SBUX",
  "SNPS",
  "CI",
  "TXN",
  "TM",
  "TMO",
  "TFC",
  "UBS",
  "UBER",
  "UNM",
  "UPS",
  "SCHW",
  "EWBC",
  null,
  null,
  null,
  "EME",
  "TSCO",
  "IWO",
  "XLB",
  null,
  "TSM",
  "LRN",
  "ETR",
  null,
  "VRT",
  "MEDP",
  "MLI",
  "ACGL",
  "TOL",
  "USFD",
  "AFL",
  "FI",
  "DOV",
  "IP",
  "DECK",
  "WM",
  "FSLR",
  "FTNT",
  "WCN",
  "CAH",
  "IBOC",
  "PJT",
  "NVO",
  "AMZN",
  "IVE",
  null,
  "DKS",
  "KD",
  "TPL",
  "EGP",
  null,
  "VTEB",
  "VB",
  "V",
  "VST",
  "WMT",
  "WES",
  "WFC",
  "WST",
  "WELL",
  "WMB",
  "WSFS",
  null,
  "FBP",
  "MTB",
  "ET",
  "SCHF",
  "INFY",
  "UFPI",
  "CRM",
  "TPG",
  "SPOT",
  "GEV",
  "MCK",
  "HESM",
  "GWW",
  null,
  "FDX",
  "AZO",
  "AXS",
  "BAC",
  "BNS",
  "BRK-B",
  "BMY",
  "BR",
  "CBT",
  "CM",
  "CPRX",
  "CASY",
  "CVX",
  "LNG",
  "CB",
  "CSCO",
  "C",
  "CMCSA",
  "COP",
  "ROAD",
  "CEG",
  "CORT",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CYBR",
  "DHR",
  "DE",
  "FANG",
  null,
  "J",
  "MCO",
  "MAR",
  "IWM",
  "EPD",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PH",
  "APO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 232
Total Value: 450234250
Accession Number: 0001262677-25-000002
Form Type: 13F-HR
CIK: westover-capital-advisors
Manager Name: Westover-Capital-Advisors

Data Enrichment

90% identified

209 identified23 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

232 positions • $450.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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KINDER MORGAN, INC.

KMI|49456B101

Shares:9.5K

Value:$270.2K

% of Portfolio:0.1% ($270.2K/$450.2M)

Eaton Corp plc

ETN|G29183103

Shares:984

Value:$267.5K

% of Portfolio:0.1% ($267.5K/$450.2M)

464287648

IWO|464287648

Shares:1.0K

Value:$255.5K

% of Portfolio:0.1% ($255.5K/$450.2M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:4.1K

Value:$255.3K

% of Portfolio:0.1% ($255.3K/$450.2M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:4.2K

Value:$255.1K

% of Portfolio:0.1% ($255.1K/$450.2M)

WEST PHARMACEUTICAL SERVICES INC

WST|955306105

Shares:1.1K

Value:$250.7K

% of Portfolio:0.1% ($250.7K/$450.2M)

MCKESSON CORP

MCK|58155Q103

Shares:370

Value:$249.0K

% of Portfolio:0.1% ($249.0K/$450.2M)

EXELON CORP

EXC|30161N101

Shares:5.4K

Value:$247.1K

% of Portfolio:0.1% ($247.1K/$450.2M)

WD 40 CO

WDFC|929236107

Shares:1.0K

Value:$244.0K

% of Portfolio:0.1% ($244.0K/$450.2M)

Duke Energy CORP

DUK|26441C204

Shares:2.0K

Value:$243.9K

% of Portfolio:0.1% ($243.9K/$450.2M)

81369Y100

XLB|81369Y100

Shares:2.8K

Value:$242.0K

% of Portfolio:0.1% ($242.0K/$450.2M)

UBS Group AG

UBS|H42097107

Shares:7.8K

Value:$239.9K

% of Portfolio:0.1% ($239.9K/$450.2M)

PULTEGROUP INC/MI/

PHM|745867101

Shares:2.3K

Value:$239.0K

% of Portfolio:0.1% ($239.0K/$450.2M)

46434V274

Shares:7.7K

Value:$238.4K

% of Portfolio:0.1% ($238.4K/$450.2M)

CANADIAN IMPERIAL BANK OF COMMERCE /CAN/

CM|136069101

Shares:4.2K

Value:$236.5K

% of Portfolio:0.1% ($236.5K/$450.2M)

STARBUCKS CORP

SBUX|855244109

Shares:2.4K

Value:$231.8K

% of Portfolio:0.1% ($231.8K/$450.2M)

Cigna Group

CI|125523100

Shares:703

Value:$231.3K

% of Portfolio:0.1% ($231.3K/$450.2M)

BANK OF NOVA SCOTIA

BNS|064149107

Shares:4.8K

Value:$230.0K

% of Portfolio:0.1% ($230.0K/$450.2M)

MOODYS CORP /DE/

MCO|615369105

Shares:490

Value:$228.2K

% of Portfolio:0.1% ($228.2K/$450.2M)

Chubb Ltd

CB|H1467J104

Shares:750

Value:$226.5K

% of Portfolio:0.1% ($226.5K/$450.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
KINDER MORGAN, INC.(KMIcusip49456B101)	9.5K	QoQ 0.00% (+0) YoY NEW(+9.5K)	All Managers (Combined)	$270.2K	0.1% ($270.2K/$450.2M)	QoQ +4.12% (+$10.7K) YoY NEW(+$270.2K)
Eaton Corp plc(ETNcusipG29183103)	984	QoQ 0.00% (-0) YoY NEW(+984)	All Managers (Combined)	$267.5K	0.1% ($267.5K/$450.2M)	QoQ -18.09% (-$59.1K) YoY NEW(+$267.5K)
(IWOcusip464287648)	1.0K	QoQ 0.00% (-0) YoY NEW(+1.0K)	All Managers (Combined)	$255.5K	0.1% ($255.5K/$450.2M)	QoQ -11.21% (-$32.3K) YoY NEW(+$255.5K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	4.1K	QoQ +18.47% (+645) YoY NEW(+4.1K)	All Managers (Combined)	$255.3K	0.1% ($255.3K/$450.2M)	QoQ +23.49% (+$48.6K) YoY NEW(+$255.3K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	4.2K	QoQ 0.00% (+0) YoY NEW(+4.2K)	All Managers (Combined)	$255.1K	0.1% ($255.1K/$450.2M)	QoQ +7.83% (+$18.5K) YoY NEW(+$255.1K)
WEST PHARMACEUTICAL SERVICES INC(WSTcusip955306105)	1.1K	QoQ 0.00% (-0) YoY -11.11% (-140)	All Managers (Combined)	$250.7K	0.1% ($250.7K/$450.2M)	QoQ -31.65% (-$116.1K) YoY -49.70% (-$247.8K)
MCKESSON CORP(MCKcusip58155Q103)	370	QoQ NEW(+370) YoY NEW(+370)	All Managers (Combined)	$249.0K	0.1% ($249.0K/$450.2M)	QoQ NEW(+$249.0K) YoY NEW(+$249.0K)
EXELON CORP(EXCcusip30161N101)	5.4K	QoQ -5.41% (-307) YoY -21.21% (-1.4K)	All Managers (Combined)	$247.1K	0.1% ($247.1K/$450.2M)	QoQ +15.79% (-$33.7K) YoY -3.37% (-$8.6K)
WD 40 CO(WDFCcusip929236107)	1.0K	QoQ +11.11% (+100) YoY NEW(+1.0K)	All Managers (Combined)	$244.0K	0.1% ($244.0K/$450.2M)	QoQ +11.71% (+$25.6K) YoY NEW(+$244.0K)
Duke Energy CORP(DUKcusip26441C204)	2.0K	QoQ 0.00% (+0) YoY NEW(+2.0K)	All Managers (Combined)	$243.9K	0.1% ($243.9K/$450.2M)	QoQ +13.20% (+$28.5K) YoY NEW(+$243.9K)
(XLBcusip81369Y100)	2.8K	QoQ 0.00% (+0) YoY NEW(+2.8K)	All Managers (Combined)	$242.0K	0.1% ($242.0K/$450.2M)	QoQ +2.18% (+$5.2K) YoY NEW(+$242.0K)
UBS Group AG(UBScusipH42097107)	7.8K	QoQ +7.30% (+533) YoY NEW(+7.8K)	All Managers (Combined)	$239.9K	0.1% ($239.9K/$450.2M)	QoQ +8.39% (+$18.6K) YoY NEW(+$239.9K)
PULTEGROUP INC/MI/(PHMcusip745867101)	2.3K	QoQ -77.09% (-7.8K) YoY -62.26% (-3.8K)	All Managers (Combined)	$239.0K	0.1% ($239.0K/$450.2M)	QoQ -78.37% (-$866.4K) YoY -67.84% (-$504.3K)
(cusip46434V274)✕	7.7K	QoQ +10.44% (+731) YoY NEW(+7.7K)	All Managers (Combined)	$238.4K	0.1% ($238.4K/$450.2M)	QoQ +18.59% (+$37.4K) YoY NEW(+$238.4K)
CANADIAN IMPERIAL BANK OF COMMERCE /CAN/(CMcusip136069101)	4.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$236.5K	0.1% ($236.5K/$450.2M)	QoQ -10.95% (-$29.1K) YoY +11.00% (+$23.4K)
STARBUCKS CORP(SBUXcusip855244109)	2.4K	QoQ 0.00% (+0) YoY NEW(+2.4K)	All Managers (Combined)	$231.8K	0.1% ($231.8K/$450.2M)	QoQ +7.49% (+$16.2K) YoY NEW(+$231.8K)
Cigna Group(CIcusip125523100)	703	QoQ -3.30% (-24) YoY -82.82% (-3.4K)	All Managers (Combined)	$231.3K	0.1% ($231.3K/$450.2M)	QoQ +15.20% (-$30.5K) YoY -84.43% (-$1.3M)
BANK OF NOVA SCOTIA(BNScusip064149107)	4.8K	QoQ 0.00% (-0) YoY NEW(+4.8K)	All Managers (Combined)	$230.0K	0.1% ($230.0K/$450.2M)	QoQ -11.70% (-$30.5K) YoY NEW(+$230.0K)
MOODYS CORP /DE/(MCOcusip615369105)	490	QoQ NEW(+490) YoY NEW(+490)	All Managers (Combined)	$228.2K	0.1% ($228.2K/$450.2M)	QoQ NEW(+$228.2K) YoY NEW(+$228.2K)
Chubb Ltd(CBcusipH1467J104)	750	QoQ 0.00% (+0) YoY NEW(+750)	All Managers (Combined)	$226.5K	0.1% ($226.5K/$450.2M)	QoQ +9.29% (+$19.3K) YoY NEW(+$226.5K)