Westover Capital Advisors, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $513 Million distributed in 261 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26.6M, Ishares Trust Ishares Pfd And with a value of $19.8M, Ishares Tr Broad Usd Inbd Etfv with a value of $19.1M, Ishares Tr with a value of $18.4M, and Spdr Portfolio Long Term Treas with a value of $17.9M.
Examining the 13F form we can see an increase of $130M in the current position value, from $383M to 513M.
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
$513 Million
ETFs: $168 Million
Technology: $110 Million
Financial Services: $42.7 Million
Healthcare: $42.2 Million
Communication Services: $32.4 Million
Consumer Cyclical: $32.1 Million
Industrials: $28.1 Million
Consumer Defensive: $17.9 Million
Other: $39.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions