Top 50 Westover Capital Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.3% | 113.4K | $28.8M | +2.73%(+3.02K) | $47.85(+524.53%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.7% | 146.4K | $25.5M | -1.09%(-1.61K) | $43.89(+414.52%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.48% | 84.7K | $24.4M | +1.00%(+840) | $56.87(+607.93%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 3.6% | 45.5K | $19.6M | -5.82%(-2.81K) | $154.23(+179.13%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.85% | 50.1K | $15.5M | -8.70%(-4.77K) | $30.97(+1245.65%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.83% | 73.8K | $15.4M | +2.87%(+2.06K) | $102.63(+163.21%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.73% | 40.1K | $14.9M | +1.31%(+520) | $230.71(+75.63%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 2.56% | 284.2K | $13.9M | +1.78%(+4.98K) | $35.74(+49.86%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.29% | 42.3K | $12.4M | -1.93%(-831) | $114.79(+161.56%) | 2026-03-31 | |
| SCHO | SCHWAB STRATEGIC TR | 2.25% | 503.6K | $12.2M | +3.05%(+14.91K) | $24.28(-0.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.26% | +69.61% |
| Top 20 Holdings Unweighted | +20.23% | +73.79% |
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