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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WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:9.0K

Value:$649.5K

% of Portfolio:0.1% ($649.5K/$450.2M)

STEEL DYNAMICS INC

STLD|858119100

Shares:5.2K

Value:$644.8K

% of Portfolio:0.1% ($644.8K/$450.2M)

UFP INDUSTRIES INC

UFPI|90278Q108

Shares:5.9K

Value:$628.3K

% of Portfolio:0.1% ($628.3K/$450.2M)

35473P884

Shares:11.7K

Value:$621.4K

% of Portfolio:0.1% ($621.4K/$450.2M)

AFLAC INC

AFL|001055102

Shares:5.5K

Value:$611.5K

% of Portfolio:0.1% ($611.5K/$450.2M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:10.2K

Value:$609.6K

% of Portfolio:0.1% ($609.6K/$450.2M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:7.2K

Value:$607.7K

% of Portfolio:0.1% ($607.7K/$450.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.1K

Value:$599.7K

% of Portfolio:0.1% ($599.7K/$450.2M)

LAM RESEARCH CORP

LRCX|512807306

Shares:8.0K

Value:$581.6K

% of Portfolio:0.1% ($581.6K/$450.2M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:1.6K

Value:$581.1K

% of Portfolio:0.1% ($581.1K/$450.2M)

81369Y506

Shares:6.2K

Value:$580.6K

% of Portfolio:0.1% ($580.6K/$450.2M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:5.3K

Value:$578.0K

% of Portfolio:0.1% ($578.0K/$450.2M)

464287721

Shares:4.0K

Value:$561.8K

% of Portfolio:0.1% ($561.8K/$450.2M)

Rush Street Interactive, Inc.

RSI|782011100

Shares:51.2K

Value:$549.2K

% of Portfolio:0.1% ($549.2K/$450.2M)

DICK'S SPORTING GOODS, INC.

DKS|253393102

Shares:2.7K

Value:$544.2K

% of Portfolio:0.1% ($544.2K/$450.2M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:3.0K

Value:$539.1K

% of Portfolio:0.1% ($539.1K/$450.2M)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:4.3K

Value:$530.9K

% of Portfolio:0.1% ($530.9K/$450.2M)

81369Y886

Shares:6.6K

Value:$520.4K

% of Portfolio:0.1% ($520.4K/$450.2M)

ENTERGY CORP /DE/

ETR|29364G103

Shares:6.0K

Value:$512.9K

% of Portfolio:0.1% ($512.9K/$450.2M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.1K

Value:$503.9K

% of Portfolio:0.1% ($503.9K/$450.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	9.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$649.5K	0.1% ($649.5K/$450.2M)	QoQ +2.20% (+$14.0K) YoY +23.86% (+$125.1K)
STEEL DYNAMICS INC(STLDcusip858119100)	5.2K	QoQ -52.33% (-5.7K) YoY -56.18% (-6.6K)	All Managers (Combined)	$644.8K	0.1% ($644.8K/$450.2M)	QoQ -47.73% (-$589.0K) YoY -63.02% (-$1.1M)
UFP INDUSTRIES INC(UFPIcusip90278Q108)	5.9K	QoQ +8.30% (+450) YoY +8.30% (-450)	All Managers (Combined)	$628.3K	0.1% ($628.3K/$450.2M)	QoQ +2.90% (+$17.8K) YoY -5.75% (-$38.4K)
(cusip35473P884)✕	11.7K	QoQ +0.19% (-23) YoY NEW(+11.7K)	All Managers (Combined)	$621.4K	0.1% ($621.4K/$450.2M)	QoQ -2.20% (-$14.0K) YoY NEW(+$621.4K)
AFLAC INC(AFLcusip001055102)	5.5K	QoQ 0.00% (+0) YoY NEW(+5.5K)	All Managers (Combined)	$611.5K	0.1% ($611.5K/$450.2M)	QoQ +7.49% (+$42.6K) YoY NEW(+$611.5K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	10.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$609.6K	0.1% ($609.6K/$450.2M)	QoQ +10.42% (+$57.5K) YoY +53.34% (+$212.1K)
Palantir Technologies Inc.(PLTRcusip69608A108)	7.2K	QoQ -1.77% (-130) YoY NEW(+7.2K)	All Managers (Combined)	$607.7K	0.1% ($607.7K/$450.2M)	QoQ +9.61% (-$53.3K) YoY NEW(+$607.7K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.1K	QoQ +1.62% (+18) YoY +3.20% (+35)	All Managers (Combined)	$599.7K	0.1% ($599.7K/$450.2M)	QoQ +19.40% (+$97.5K) YoY +30.71% (+$140.9K)
LAM RESEARCH CORP(LRCXcusip512807306)	8.0K	QoQ 0.00% (+0) YoY NEW(+8.0K)	All Managers (Combined)	$581.6K	0.1% ($581.6K/$450.2M)	QoQ +0.65% (+$3.8K) YoY NEW(+$581.6K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	1.6K	QoQ -13.08% (-248) YoY NEW(+1.6K)	All Managers (Combined)	$581.1K	0.1% ($581.1K/$450.2M)	QoQ -10.43% (-$67.7K) YoY NEW(+$581.1K)
(cusip81369Y506)✕	6.2K	QoQ +0.20% (+13) YoY NEW(+6.2K)	All Managers (Combined)	$580.6K	0.1% ($580.6K/$450.2M)	QoQ +9.32% (+$49.5K) YoY NEW(+$580.6K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	5.3K	QoQ -2.97% (-161) YoY -33.37% (-2.6K)	All Managers (Combined)	$578.0K	0.1% ($578.0K/$450.2M)	QoQ -15.36% (-$105.0K) YoY -50.69% (-$594.4K)
(cusip464287721)✕	4.0K	QoQ 0.00% (-0) YoY NEW(+4.0K)	All Managers (Combined)	$561.8K	0.1% ($561.8K/$450.2M)	QoQ -11.96% (-$76.3K) YoY NEW(+$561.8K)
Rush Street Interactive, Inc.(RSIcusip782011100)	51.2K	QoQ NEW(+51.2K) YoY NEW(+51.2K)	All Managers (Combined)	$549.2K	0.1% ($549.2K/$450.2M)	QoQ NEW(+$549.2K) YoY NEW(+$549.2K)
DICK'S SPORTING GOODS, INC.(DKScusip253393102)	2.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$544.2K	0.1% ($544.2K/$450.2M)	QoQ -11.92% (-$73.7K) YoY -10.36% (-$62.9K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	3.0K	QoQ -1.38% (-42) YoY NEW(+3.0K)	All Managers (Combined)	$539.1K	0.1% ($539.1K/$450.2M)	QoQ -5.48% (-$31.3K) YoY NEW(+$539.1K)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	4.3K	QoQ -5.50% (-250) YoY +8.63% (+341)	All Managers (Combined)	$530.9K	0.1% ($530.9K/$450.2M)	QoQ +6.87% (-$34.1K) YoY +30.43% (+$123.9K)
(cusip81369Y886)✕	6.6K	QoQ 0.00% (+0) YoY NEW(+6.6K)	All Managers (Combined)	$520.4K	0.1% ($520.4K/$450.2M)	QoQ +4.17% (+$20.9K) YoY NEW(+$520.4K)
ENTERGY CORP /DE/(ETRcusip29364G103)	6.0K	QoQ +66.66% (+2.4K) YoY NEW(+6.0K)	All Managers (Combined)	$512.9K	0.1% ($512.9K/$450.2M)	QoQ +87.92% (+$240.0K) YoY NEW(+$512.9K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.1K	QoQ +10.69% (+109) YoY +14.63% (+144)	All Managers (Combined)	$503.9K	0.1% ($503.9K/$450.2M)	QoQ +1.76% (+$8.7K) YoY +12.57% (+$56.3K)