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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Westover-Capital-Advisors
Data Enrichment
90% identified209 identified23 unidentified
Holdings
232 positions • $450.2M total value
Manager:
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Page 5 of 12
46434V290
Shares:20.4K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$450.2M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
HOME DEPOT, INC.(HDcusip437076102) | 3.6K | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$450.2M) | ||
KKR & Co. Inc.(KKRcusip48251W104) | 11.1K | QoQ 0.00% (-0)YoY NEW(+11.1K) | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$450.2M) | YoY NEW(+$1.3M) |
(cusip46434V290)✕ | 20.4K | QoQ -1.65% (-343)YoY -1.44% (-298) | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$450.2M) | |
10.0K | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$450.2M) | |||
9.0K | QoQ 0.00% (+0)YoY NEW(+9.0K) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$450.2M) | YoY NEW(+$1.2M) | |
Salesforce, Inc.(CRMcusip79466L302) | 4.4K | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$450.2M) | ||
SYNOPSYS INC(SNPScusip871607107) | 2.7K | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$450.2M) | ||
6.7K | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$450.2M) | |||
Stride, Inc.(LRNcusip86333M108) | 9.2K | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$450.2M) | ||
Unum Group(UNMcusip91529Y106) | 14.0K | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$450.2M) | ||
11.6K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$450.2M) | |||
6.2K | All Managers (Combined) | $1.0M | 0.2% ($1.0M/$450.2M) | |||
7.7K | All Managers (Combined) | $1.0M | 0.2% ($1.0M/$450.2M) | |||
CHEVRON CORP(CVXcusip166764100) | 6.1K | QoQ +0.54% (+33)YoY +8.03% (+453) | All Managers (Combined) | $1.0M | 0.2% ($1.0M/$450.2M) | |
765 | All Managers (Combined) | $1.0M | 0.2% ($1.0M/$450.2M) | |||
MCDONALDS CORP(MCDcusip580135101) | 3.2K | All Managers (Combined) | $986.2K | 0.2% ($986.2K/$450.2M) | ||
Blackstone Inc.(BXcusip09260D107) | 7.0K | QoQ +1.74% (-120)YoY NEW(+7.0K) | All Managers (Combined) | $977.9K | 0.2% ($977.9K/$450.2M) | YoY NEW(+$977.9K) |
4.1K | All Managers (Combined) | $958.7K | 0.2% ($958.7K/$450.2M) | |||
17.8K | QoQ 0.00% (+0)YoY NEW(+17.8K) | All Managers (Combined) | $952.7K | 0.2% ($952.7K/$450.2M) | YoY NEW(+$952.7K) | |
193 | QoQ -2.52% (-5)YoY -3.98% (-8) | All Managers (Combined) | $889.1K | 0.2% ($889.1K/$450.2M) |