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Westover Capital Advisors, LLC

Portfolio Manager
Westover Capital Advisors, LLC
Performance
-4.66% (2026 Q1)
AUM (13F)
$543.41M
# of Holdings
235
Performance Rank
Allocation (Top 20)
51.2%

Westover Capital Advisors, LLC Holdings Map

Top 50 Westover Capital Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
5.3%113.4K$28.8M
+2.73%(+3.02K)
2025-Q1: 109.0K shares2025-Q2: 108.5K shares2025-Q3: 110.7K shares2025-Q4: 110.4K shares2026-Q1: 113.4K shares
$47.85(+524.53%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.7%146.4K$25.5M
-1.09%(-1.61K)
2025-Q1: 150.3K shares2025-Q2: 148.7K shares2025-Q3: 149.5K shares2025-Q4: 148.0K shares2026-Q1: 146.4K shares
$43.89(+414.52%)
2026-03-31
GOOGL
ALPHABET INC
4.48%84.7K$24.4M
+1.00%(+840)
2025-Q1: 98.3K shares2025-Q2: 84.8K shares2025-Q3: 84.9K shares2025-Q4: 83.8K shares2026-Q1: 84.7K shares
$56.87(+607.93%)
2026-03-31
GLD
SPDR GOLD TR
3.6%45.5K$19.6M
-5.82%(-2.81K)
2025-Q1: 53.0K shares2025-Q2: 51.9K shares2025-Q3: 50.6K shares2025-Q4: 48.3K shares2026-Q1: 45.5K shares
$154.23(+179.13%)
2026-03-31
AVGO
BROADCOM INC
2.85%50.1K$15.5M
-8.70%(-4.77K)
2025-Q1: 62.8K shares2025-Q2: 61.6K shares2025-Q3: 59.3K shares2025-Q4: 54.9K shares2026-Q1: 50.1K shares
$30.97(+1245.65%)
2026-03-31
AMZN
AMAZON COM INC
2.83%73.8K$15.4M
+2.87%(+2.06K)
2025-Q1: 69.6K shares2025-Q2: 70.9K shares2025-Q3: 71.7K shares2025-Q4: 71.8K shares2026-Q1: 73.8K shares
$102.63(+163.21%)
2026-03-31
MSFT
MICROSOFT CORP
2.73%40.1K$14.9M
+1.31%(+520)
2025-Q1: 40.5K shares2025-Q2: 38.6K shares2025-Q3: 39.4K shares2025-Q4: 39.6K shares2026-Q1: 40.1K shares
$230.71(+75.63%)
2026-03-31
FNDF
SCHWAB STRATEGIC TR
2.56%284.2K$13.9M
+1.78%(+4.98K)
2025-Q1: 216.8K shares2025-Q2: 273.9K shares2025-Q3: 278.7K shares2025-Q4: 279.2K shares2026-Q1: 284.2K shares
$35.74(+49.86%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.29%42.3K$12.4M
-1.93%(-831)
2025-Q1: 45.5K shares2025-Q2: 45.4K shares2025-Q3: 45.0K shares2025-Q4: 43.2K shares2026-Q1: 42.3K shares
$114.79(+161.56%)
2026-03-31
SCHO
SCHWAB STRATEGIC TR
2.25%503.6K$12.2M
+3.05%(+14.91K)
2025-Q1: 453.7K shares2025-Q2: 449.5K shares2025-Q3: 460.7K shares2025-Q4: 488.6K shares2026-Q1: 503.6K shares
$24.28(-0.54%)
2026-03-31

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