Westover Capital Advisors, LLC New Holdings in Q3 2024

Westover Capital Advisors, LLC

  • $513 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
359K
New
$47.93 - $49.06 $17.2M - $17.6M
359K $17.6M
SPSB
Spdr Portfolio Short Term Corp

ETFs
450K
New
$29.58 - $30.31 $13.3M - $13.6M
450K $13.6M
AZO
Autozone Inc

Consumer Cyclical
610
New
$2815.0 - $3212.87 $1.72M - $1.96M
610 $1.92M
FISV
Fiserv Inc

Technology
6.37K
New
N/A
6.37K $798K
CORT
Corcept Therapeutics Inc

Healthcare
15.1K
New
$29.51 - $46.26 $447K - $700K
15.1K $699K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
11.5K
New
$50.64 - $55.7 $583K - $641K
11.5K $641K
IYW
Ishares Dj Us Tech ETF

ETFs
4K
New
$133.16 - $158.73 $533K - $635K
4K $606K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.92K
New
$217.89 - $392.15 $417K - $751K
1.92K $537K
XLU
Utilities Sector Spdr

ETFs
6.6K
New
$67.67 - $80.78 $447K - $533K
6.6K $533K
SPMD
Spdr Portfolio

ETFs
9.21K
New
$50.29 - $54.92 $463K - $506K
9.21K $503K
BHP
Bhp Group LTD

Basic Materials
6.67K
New
$51.32 - $62.11 $342K - $414K
6.67K $414K
SYK
Stryker Corp

Healthcare
1.12K
New
$315.94 - $371.96 $352K - $415K
1.12K $402K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
734
New
$475.2 - $527.7 $349K - $387K
734 $387K
INVH
Invitation Homes Inc.

Real Estate
10.6K
New
$33.2 - $37.28 $351K - $394K
10.6K $372K
IWM
Ishares Russell 2000 ETF

ETFs
1.63K
New
$200.87 - $224.6 $327K - $366K
1.63K $359K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
3.16K
New
$74.21 - $96.5 $235K - $305K
3.16K $303K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1K
New
$256.4 - $289.78 $256K - $290K
1K $284K
VCEL
Vericel Corp

Healthcare
6.6K
New
$42.25 - $53.56 $279K - $354K
6.6K $278K
VERA
Vera Therapeutics, Inc.

Healthcare
6.22K
New
$34.09 - $46.71 $212K - $291K
6.22K $275K
XLB
Select Sector Spdr Fd Material

ETFs
2.82K
New
$86.95 - $97.09 $245K - $273K
2.82K $271K
PLTR
Palantir Technologies Inc.

Technology
7.2K
New
$24.09 - $37.95 $173K - $273K
7.2K $267K
CM
Canadian Imperial Bank Of Commerce

Financial Services
4.2K
New
$47.28 - $62.24 $199K - $261K
4.2K $257K
C
Citigroup Inc

Financial Services
3.96K
New
$56.11 - $67.61 $222K - $268K
3.96K $248K
ETR
Entergy Corp

Utilities
1.8K
New
$104.75 - $131.61 $189K - $237K
1.8K $236K
SBUX
Starbucks Corp

Consumer Cyclical
2.4K
New
$72.51 - $98.6 $174K - $237K
2.4K $233K
WDFC
Wd 40 CO

Basic Materials
900
New
$213.45 - $271.83 $192K - $245K
900 $231K
PJT
Pjt Partners Inc.

Financial Services
1.74K
New
$108.91 - $136.42 $189K - $237K
1.74K $231K
EXC
Exelon Corp

Utilities
5.71K
New
$34.24 - $40.55 $195K - $231K
5.71K $231K
RIO
Rio Tinto PLC

Basic Materials
3.2K
New
$59.71 - $71.21 $191K - $228K
3.2K $227K
CB
Chubb LTD

Financial Services
750
New
$252.51 - $292.2 $189K - $219K
750 $216K
BMY
Bristol Myers Squibb CO

Healthcare
4.18K
New
$39.66 - $51.75 $166K - $216K
4.18K $216K
APD
Air Products & Chemicals, Inc.

Basic Materials
720
New
$247.34 - $300.11 $178K - $216K
720 $214K
D
Dominion Energy, Inc

Utilities
3.7K
New
$48.01 - $58.53 $178K - $217K
3.7K $213K
CMCSA
Comcast Corp

Communication Services
5.07K
New
$37.33 - $41.78 $189K - $212K
5.07K $211K
KMI
Kinder Morgan, Inc.

Energy
9.47K
New
$19.72 - $22.22 $187K - $210K
9.47K $209K
RACE
Ferrari N.V.

Consumer Cyclical
442
New
$405.92 - $496.79 $179K - $220K
442 $207K
BR
Broadridge Financial Solutions, Inc.

Technology
955
New
$196.56 - $218.55 $188K - $209K
955 $205K
NTRS
Northern Trust Corp

Financial Services
2.28K
New
$82.48 - $92.62 $188K - $211K
2.28K $204K
SPOT
Spotify Technology S.A.

Communication Services
550
New
$290.16 - $384.01 $160K - $211K
550 $202K
Fidelity Wise Origin Bitcoin
6.41K
New
N/A
6.41K $0
Amentum Holdings Inc
15.7K
New
N/A
15.7K $0
Activity Summary
Buys All Purchases 120 New Holdings 42 Increased Positions 78 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Westover Capital Advisors, LLC Portfolio

Follow Westover Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westover Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Westover Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email