Westover Capital Advisors, LLC Incresed Positions in Q3 2025

Westover Capital Advisors, LLC

  • $522 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.24K
+ 2.07%
$202.38 - $256.87 $454K - $576K
111K $28.2M
GOOGL
Alphabet Inc.

Communication Services
84
+ 0.1%
$174.36 - $254.72 $14.6K - $21.4K
84.9K $20.6M
NVDA
Nvidia Corp

Technology
773
+ 0.52%
$153.3 - $186.58 $119K - $144K
149K $27.9M
GD
General Dynamics Corp

Industrials
5.11K
+ 65.64%
$293.92 - $341.0 $1.5M - $1.74M
12.9K $4.4M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.63K
+ 2.1%
$50.79 - $76.4 $82.5K - $124K
79K $6.03M
MBB
Ishares Tr

ETFs
19.8K
+ 21.38%
$92.46 - $95.73 $1.83M - $1.9M
113K $10.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
825
+ 4.24%
$224.68 - $282.71 $185K - $233K
20.3K $5.66M
MSFT
Microsoft Corp

Technology
716
+ 1.85%
$491.09 - $535.64 $352K - $384K
39.4K $20.4M
GS
Goldman Sachs Group Inc

Financial Services
95
+ 0.8%
$696.56 - $806.32 $66.2K - $76.6K
12K $9.56M
EXEL
Exelixis, Inc.

Healthcare
29.3K
+ 61.43%
$36.22 - $46.25 $1.06M - $1.36M
77K $3.18M
HIG
Hartford Financial Services Group, Inc.

Financial Services
6.16K
+ 134.76%
$119.73 - $134.7 $738K - $830K
10.7K $1.43M
APP
App Lovin Corp

Technology
374
+ 28.04%
$335.1 - $718.54 $125K - $269K
1.71K $1.23M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
11.3K
+ 5.38%
$50.73 - $52.47 $572K - $592K
221K $11.5M
FNDE
Schwab Fundamental Emerging Mk

ETFs
7.77K
+ 5.53%
$33.13 - $36.31 $257K - $282K
148K $5.36M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
13.4K
+ 9.94%
$50.53 - $50.82 $679K - $683K
149K $7.55M
PANW
Palo Alto Networks Inc

Technology
3.1K
+ 27.21%
$167.06 - $208.19 $518K - $645K
14.5K $2.95M
SCHW
Schwab Charles Corp

Financial Services
5.69K
+ 60.73%
$91.03 - $98.69 $518K - $562K
15.1K $1.44M
CASY
Caseys General Stores Inc

Consumer Cyclical
560
+ 17.06%
$494.52 - $565.32 $277K - $317K
3.84K $2.17M
XOM
Exxon Mobil Corp

Energy
1.55K
+ 4.5%
$105.83 - $117.22 $164K - $182K
36K $4.05M
PLTR
Palantir Technologies Inc.

Technology
50
+ 0.69%
$130.68 - $186.97 $6.53K - $9.35K
7.25K $1.32M
WMT
Walmart Inc.

Consumer Defensive
728
+ 1.45%
$94.4 - $104.27 $68.7K - $75.9K
50.8K $5.23M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
9.51K
+ 2.76%
$24.39 - $24.93 $232K - $237K
355K $8.76M
SCHO
Schwab Short Term Us Treasury

ETFs
11.2K
+ 2.5%
$24.23 - $24.42 $272K - $274K
461K $11.2M
SCHP
Schwab Strategic Us Tips ETF

ETFs
6.55K
+ 1.68%
$26.44 - $27.1 $173K - $177K
397K $10.7M
MA
Mastercard Inc

Financial Services
470
+ 39.04%
$550.18 - $598.96 $259K - $282K
1.67K $952K
MUB
Ishares National Muni Bond ETF

ETFs
1.73K
+ 4.24%
$103.24 - $106.68 $178K - $184K
42.4K $4.52M
META
Meta Platforms, Inc.

Communication Services
369
+ 4.79%
$695.21 - $791.73 $257K - $292K
8.07K $5.92M
NXPI
Nxp Semiconductors N.V.

Technology
930
+ 98.1%
$205.16 - $239.07 $191K - $222K
1.88K $427K
LWLG
Lightwave Logic, Inc.

Basic Materials
12.4K
+ 18.09%
$1.23 - $4.69 $15.3K - $58.2K
80.9K $300K
PEP
Pepsico Inc

Consumer Defensive
1.18K
+ 49.45%
$133.81 - $152.16 $157K - $179K
3.55K $498K
AMZN
Amazon Com Inc

Consumer Cyclical
731
+ 1.03%
$211.65 - $238.24 $155K - $174K
71.7K $15.7M
FIX
Comfort Systems Usa Inc

Industrials
32
+ 6.48%
$521.66 - $825.18 $16.7K - $26.4K
526 $434K
BNS
Bank Of Nova Scotia

Financial Services
1.55K
+ 31.96%
$54.5 - $64.93 $84.5K - $101K
6.4K $413K
WFC
Wells Fargo & Company

Financial Services
1.2K
+ 13.26%
$77.05 - $85.16 $92.5K - $102K
10.2K $858K
HSBC
Hsbc Holdings PLC

Financial Services
350
+ 4.07%
$60.27 - $70.98 $21.1K - $24.8K
8.95K $635K
ETN
Eaton Corp PLC

Industrials
116
+ 3.48%
$342.99 - $392.76 $39.8K - $45.6K
3.45K $1.29M
FBP
First Bancorp

Financial Services
2.39K
+ 6.07%
$20.32 - $22.49 $48.5K - $53.6K
41.7K $918K
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.39K
+ 1.2%
$30.02 - $30.29 $71.7K - $72.4K
202K $6.12M
C
Citigroup Inc

Financial Services
150
+ 3.79%
$85.57 - $103.49 $12.8K - $15.5K
4.11K $417K
V
Visa Inc.

Financial Services
355
+ 6.52%
$332.09 - $358.86 $118K - $127K
5.8K $1.98M
AIQ
Global X Funds Global X Artifi

ETFs
12
+ 0.16%
$43.2 - $49.66 $518 - $596
7.55K $372K
CAH
Cardinal Health Inc

Healthcare
481
+ 11.29%
$146.04 - $167.63 $70.2K - $80.6K
4.74K $744K
GILD
Gilead Sciences, Inc.

Healthcare
218
+ 1.45%
$108.22 - $120.47 $23.6K - $26.3K
15.3K $1.7M
FNDX
Schwab Fundamental U S Large C

ETFs
6
+ 0.05%
$24.38 - $26.34 $146 - $158
12.7K $334K
CRWD
Crowd Strike Holdings, Inc.

Technology
110
+ 5.32%
$412.46 - $514.1 $45.4K - $56.6K
2.18K $1.07M
VRT
Vertiv Holdings CO

Industrials
169
+ 2.27%
N/A
7.6K $658K
BSX
Boston Scientific Corp

Healthcare
1.28K
+ 8.79%
$97.03 - $108.14 $124K - $139K
15.9K $1.55M
HESM
Hess Midstream LP

Energy
2.18K
+ 2.71%
$34.55 - $43.53 $75.2K - $94.8K
82.6K $2.85M
Activity Summary
Buys All Purchases 65 New Holdings 16 Increased Positions 49 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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