Westover Capital Advisors, LLC Portfolio Holdings

Westover Capital Advisors, LLC

  • $522 Million
  • Q3 2025

Westover Capital Advisors, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $522 Million distributed in 217 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $28.2M, Nvidia Corp with a value of $27.9M, Alphabet Inc. with a value of $20.6M, Microsoft Corp with a value of $20.4M, and Broadcom Inc. with a value of $19.6M.

Examining the 13F form we can see an increase of $37.2M in the current position value, from $485M to 522M.

Westover Capital Advisors, LLC is based out at Wilmington, DE

Below you can find more details about Westover Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $522 Million
Technology: $136 Million
ETFs: $129 Million
Financial Services: $56.2 Million
Communication Services: $44.8 Million
Consumer Cyclical: $35.4 Million
Healthcare: $34.5 Million
Industrials: $31.4 Million
Consumer Defensive: $18.5 Million
Other: $36.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$28.2 Million 5.4% of portfolio
110,725
Q3 2025 Added 2.07%
$465B
$27.9 Million 5.34% of portfolio
149,498
Q3 2025 Added 0.52%
$1.65T
$20.6 Million 3.95% of portfolio
84,918
Q3 2025 Added 0.1%
$3.78T
$20.4 Million 3.9% of portfolio
39,356
Q3 2025 Added 1.85%
$139B
$19.6 Million 3.74% of portfolio
59,266
Q3 2025 Reduced 3.77%
$130B
$18 Million 3.45% of portfolio
50,640
Q3 2025 Reduced 2.39%
$2.39T
$15.7 Million 3.01% of portfolio
71,657
Q3 2025 Added 1.03%
$881B
$14.2 Million 2.72% of portfolio
45,035
Q3 2025 Reduced 0.8%
$49.1B
$12.2 Million 2.34% of portfolio
10,208
Q3 2025 Reduced 0.59%
$0
$12 Million 2.29% of portfolio
278,742
Q3 2025 Added 1.76%
$0
$11.5 Million 2.21% of portfolio
220,816
Q3 2025 Added 5.38%
$0
$11.2 Million 2.15% of portfolio
460,741
Q3 2025 Added 2.5%
$0
$10.7 Million 2.05% of portfolio
112,663
Q3 2025 Added 21.38%
$0
$10.7 Million 2.05% of portfolio
396,523
Q3 2025 Added 1.68%
$265B
$9.56 Million 1.83% of portfolio
12,002
Q3 2025 Added 0.8%
$0
$8.76 Million 1.68% of portfolio
354,610
Q3 2025 Added 2.76%
$0
$7.55 Million 1.45% of portfolio
148,613
Q3 2025 Added 9.94%
$404B
$6.92 Million 1.33% of portfolio
7,479
Q3 2025 Reduced 1.36%
$19.9B
$6.47 Million 1.24% of portfolio
13,384
Q3 2025 Reduced 0.61%
$0
$6.12 Million 1.17% of portfolio
202,058
Q3 2025 Added 1.2%
$0
$6.03 Million 1.16% of portfolio
78,978
Q3 2025 Added 2.1%
$1.37T
$5.92 Million 1.13% of portfolio
8,065
Q3 2025 Added 4.79%
$1.46T
$5.66 Million 1.08% of portfolio
20,266
Q3 2025 Added 4.24%
$29.5B
$5.45 Million 1.04% of portfolio
8,383
Q3 2025 Reduced 18.93%
$0
$5.36 Million 1.03% of portfolio
148,160
Q3 2025 Added 5.53%
$279B
$5.23 Million 1.0% of portfolio
50,790
Q3 2025 Added 1.45%
$73.2B
$4.78 Million 0.92% of portfolio
1,114
Q3 2025 Reduced 0.8%
$0
$4.52 Million 0.87% of portfolio
42,428
Q3 2025 Added 4.24%
$65.3B
$4.53 Million 0.87% of portfolio
62,223
Q3 2025 Reduced 1.54%
$89.8B
$4.44 Million 0.85% of portfolio
24,952
Q3 2025 Reduced 2.68%
$94.5B
$4.4 Million 0.84% of portfolio
12,895
Q3 2025 Added 65.64%
$11.3B
$4.25 Million 0.81% of portfolio
33,475
Q3 2025 Reduced 0.71%
$169B
$4.11 Million 0.79% of portfolio
4,466
Q3 2025 Reduced 0.36%
$9.87B
$4.05 Million 0.78% of portfolio
23,431
Q3 2025 Reduced 0.54%
$490B
$4.05 Million 0.78% of portfolio
35,957
Q3 2025 Added 4.5%
$269B
$3.35 Million 0.64% of portfolio
14,011
Q3 2025 Reduced 0.63%
$161B
$3.3 Million 0.63% of portfolio
3,063
Q3 2025 Reduced 2.11%
$13.4B
$3.18 Million 0.61% of portfolio
77,035
Q3 2025 Added 61.43%
$4.12B
$3.04 Million 0.58% of portfolio
44,193
Q3 2025 Reduced 4.13%
$2.76B
$3 Million 0.58% of portfolio
20,173
Q3 2025 Reduced 1.42%
$222B
$2.91 Million 0.56% of portfolio
6,007
Q3 2025 Reduced 0.96%
$61.4B
$2.95 Million 0.56% of portfolio
14,492
Q3 2025 Added 27.21%
$144B
$2.89 Million 0.55% of portfolio
6,318
Q3 2025 Reduced 0.69%
$1.47B
$2.85 Million 0.55% of portfolio
82,608
Q3 2025 Added 2.71%
$8.65B
$2.71 Million 0.52% of portfolio
28,325
Q3 2025 Reduced 0.27%
$0
$2.71 Million 0.52% of portfolio
34,576
Q3 2025 Reduced 3.77%
$38.4B
$2.68 Million 0.51% of portfolio
14,495
Q3 2025 Reduced 2.46%
$27B
$2.56 Million 0.49% of portfolio
11,595
Q3 2025 Reduced 1.05%
$405B
$2.53 Million 0.48% of portfolio
2,612
Q3 2025 Reduced 0.68%

Summary

  • Portfolio
  • No. of Stocks 217
  • Current Value $522 Million
  • Prior Value $485 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
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