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
$291B
$2.23 Million 0.43% of portfolio
4,676
Q1 2025 Added 10.13%
$20.1B
$2.17 Million 0.42% of portfolio
3,843
Q3 2025 Added 17.06%
$16.1B
$2.21 Million 0.42% of portfolio
28,807
Q3 2025 Reduced 5.53%
$61.4B
$2.11 Million 0.4% of portfolio
5,096
Q3 2025 Reduced 6.58%
$1.74T
$2.08 Million 0.4% of portfolio
8,541
Q2 2025 Reduced 0.45%
$414B
$2.04 Million 0.39% of portfolio
8,813
Q3 2025 Reduced 1.12%
$533B
$1.98 Million 0.38% of portfolio
5,802
Q3 2025 Added 6.52%
$42.8B
$1.86 Million 0.36% of portfolio
21,023
Q3 2025 Reduced 0.19%
$303B
$1.84 Million 0.35% of portfolio
11,844
Q3 2025 Reduced 41.78%
$191B
$1.78 Million 0.34% of portfolio
330
Q3 2025 Reduced 0.3%
$64.7B
$1.7 Million 0.33% of portfolio
15,142
Q3 2025 Reduced 0.4%
$8.09B
$1.7 Million 0.33% of portfolio
20,452
Q3 2025 Reduced 1.04%
$4.04B
$1.73 Million 0.33% of portfolio
9,738
Q3 2025 Reduced 0.52%
$156B
$1.7 Million 0.33% of portfolio
15,304
Q3 2025 Added 1.45%
$18.4B
$1.65 Million 0.32% of portfolio
3,214
Q3 2025 Reduced 1.11%
$147B
$1.55 Million 0.3% of portfolio
15,861
Q3 2025 Added 8.79%
$68.9B
$1.53 Million 0.29% of portfolio
6,471
Q3 2025 Reduced 0.89%
$6.08B
$1.53 Million 0.29% of portfolio
15,162
Q3 2025 Reduced 6.47%
$0
$1.54 Million 0.29% of portfolio
6,047
Q3 2025 Reduced 0.12%
$167B
$1.44 Million 0.28% of portfolio
15,062
Q3 2025 Added 60.73%
$971B
$1.44 Million 0.28% of portfolio
1,884
Q3 2025 Reduced 5.99%
$103B
$1.45 Million 0.28% of portfolio
11,130
Q3 2024 Added 72.16%
$0
$1.48 Million 0.28% of portfolio
19,944
Q3 2025 Reduced 1.3%
$42.6B
$1.43 Million 0.27% of portfolio
10,738
Q3 2025 Added 134.76%
$367B
$1.43 Million 0.27% of portfolio
3,532
Q3 2025 Reduced 1.48%
$6.15B
$1.37 Million 0.26% of portfolio
24,050
Q2 2025 Reduced 3.36%
$342B
$1.32 Million 0.25% of portfolio
7,250
Q3 2025 Added 0.69%
$13.2B
$1.32 Million 0.25% of portfolio
7,540
Q3 2025 Reduced 1.49%
$43.2B
$1.31 Million 0.25% of portfolio
1,419
Q3 2025 Reduced 1.66%
$140B
$1.29 Million 0.25% of portfolio
3,451
Q3 2025 Added 3.48%
$163B
$1.23 Million 0.24% of portfolio
1,708
Q3 2025 Added 28.04%
$85.9B
$1.25 Million 0.24% of portfolio
5,652
Q3 2025 Reduced 1.52%
$197B
$1.25 Million 0.24% of portfolio
6,118
Q3 2024 Reduced 10.27%
$43.4B
$1.27 Million 0.24% of portfolio
7,246
Q3 2025 Reduced 18.12%
$53.8B
$1.22 Million 0.23% of portfolio
5,189
Q3 2025 Reduced 0.95%
$270B
$1.2 Million 0.23% of portfolio
7,530
Q4 2024 Reduced 1.35%
$98.1B
$1.2 Million 0.23% of portfolio
6,996
Q1 2025 Added 1.75%
$2.2B
$1.19 Million 0.23% of portfolio
11,774
Q3 2025 Reduced 0.46%
$69.4B
$1.19 Million 0.23% of portfolio
14,460
Q1 2025 Reduced 0.62%
$7.7B
$1.1 Million 0.21% of portfolio
6,524
Q3 2025 Reduced 0.53%
$1.11B
$1.12 Million 0.21% of portfolio
54,454
Q3 2025 Reduced 5.22%
$522B
$1.12 Million 0.21% of portfolio
6,016
Q2 2025 Reduced 2.45%
$65.2B
$1.03 Million 0.2% of portfolio
2,447
Q3 2025 Reduced 5.01%
$115B
$1.07 Million 0.2% of portfolio
2,177
Q3 2025 Added 5.32%
$228B
$1 Million 0.19% of portfolio
7,500
Q3 2025 Reduced 0.92%
$224B
$943,000 0.18% of portfolio
3,104
Q3 2025 Reduced 0.86%
$205B
$915,000 0.18% of portfolio
6,213
Q3 2025 Reduced 1.58%
$512B
$952,000 0.18% of portfolio
1,674
Q3 2025 Added 39.04%
$3.62B
$918,000 0.18% of portfolio
41,675
Q3 2025 Added 6.07%

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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